13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
ETG

EATON VANCE TX ADV GLBL DIV

126 institutions still hold EATON VANCE TX ADV GLBL DIV as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 27828S101·126 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.8%
vs prior quarter
13F value held
$225M
57.0% inst. owned
of float
Holders
126
+20 QoQ
filers reporting
Activity
+68 / −99
+894 added · −774 reduced
this quarter
Concentration
23.99%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

126 institutions reported ETG in Q1 2026. MORGAN STANLEY leads at 24.0% of the visible book. +20 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$54M2.7M0.00%Q1 202602
UBS Group AG
CIK 0001610520
$44M2.2M0.01%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$29M1.5M0.00%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M840K0.00%Q1 202605
McGowan Group Asset Management, Inc.
CIK 0001633227
$13M624K1.60%Q1 202606
Shaker Financial Services, LLC
CIK 0001511794
$8M398K2.79%Q1 202607
LPL Financial LLC
CIK 0001403438
$7M368K0.00%Q1 202608
Heron Bay Capital Management
CIK 0001842149
$6M311K0.58%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$6M306K0.00%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$6M297K0.00%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M295K0.00%Q1 202612
Steward Partners Investment Advisory, LLC
CIK 0001723397
$5M233K0.02%Q1 202613
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$4M201K0.00%Q1 202614
Rockefeller Capital Management L.P.
CIK 0001739439
$4M175K0.01%Q1 202615
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$3M171K0.03%Q1 202616
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$3M138K0.03%Q1 202617
Advisors Asset Management, Inc.
CIK 0001297376
$3M135K0.05%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M122K0.00%Q1 202619
WealthTrust Axiom LLC
CIK 0001425949
$2M119K0.59%Q1 202620
Sanctuary Advisors, LLC
CIK 0001777271
$2M116K0.01%Q1 2026
Page 1 of 7
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