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Disclosery

ETO EATON VANCE TAX-ADVANTAGED G

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COM (common), issuer CIK 1281926

74 managers (74 13F filers) reported a position in ETO shares at 2026-06-30, 3,436,241 shares in all. 11 filers opened a position and 5 filers sold out during the quarter.

Managers
74
13F filers
74
New
11
Added
30
Reduced
18
Sold out
5
Shares held by filers
3,436,241

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Karpus Management, Inc.699,132$21.6M0.62%+53,33613F-HRTimeline
1607 Capital Partners, LLC295,263$9.11M0.79%+49,40713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC212,936$6.57M0.04%+30,81413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY183,536$5.67M<0.01%+11,95813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC143,043$4.42M0.17%+9,94113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP129,129$3.99M<0.01%-1,21813F-HRTimelineGroup
LPL Financial LLC117,929$3.64M<0.01%-7,00013F-HRTimeline
Advisory Solutions Group, LLC114,081$3.52M1.21%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN107,277$3.31M<0.01%+16,48813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/98,884$3.05M<0.01%-97113F-HRTimelineGroup
Advisors Asset Management, Inc.96,662$2.98M0.05%-26,60013F-HRTimeline
Shaker Financial Services, LLC92,148$2.84M0.89%-58,92113F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC83,526$2.58M0.03%+35,65313F-HRTimelineGroup
&PARTNERS70,107$2.16M0.01%+4,80613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC63,634$1.96M<0.01%-2,24013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.58,200$1.8M0.05%+30513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC56,615$1.75M<0.01%-19613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP52,501$1.62M<0.01%+10,10313F-HRTimelineGroup
Astoria Portfolio Advisors LLC.51,082$1.58M0.27%+91413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…45,327$1.39M<0.01%-57713F-HRTimeline
Formidable Asset Management, LLC48,973$1.31M0.21%-2,90113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,270$1.06M<0.01%+9,79913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,473$1.03M<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,158$993K<0.01%-21,93213F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.30,000$926K<0.01%+15,00013F-HRTimelineGroup
Creative Planningin group Creative Planning28,121$868K<0.01%+1,12513F-HRTimelineGroup
UBS Group AGin group UBS Group AG27,174$839K<0.01%-31813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED25,480$787K0.05%+2,08313F-HRTimeline
Waverly Advisors, LLC22,826$705K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,254$687K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC22,101$682K<0.01%-40913F-HRTimeline
HRT FINANCIAL LP21,335$658K<0.01%new13F-HRTimeline
Private Advisor Group, LLC20,946$647K<0.01%+5,81413F-HRTimeline
Cambridge Investment Research Advisors,…20,042$619K<0.01%+26113F-HR/ATimeline
Dakota Wealth Management19,575$604K0.01%+5,77013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC19,302$596K0.01%-71013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.19,258$594K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,527$572K<0.01%+20813F-HRTimelineGroup
Cetera Investment Advisers15,124$467K<0.01%+1,06213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT14,907$460K0.03%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC13,974$431K0.05%+3,18413F-HRTimeline
Joel Isaacson & Co., LLC13,933$430K0.01%+5013F-HRTimeline
Mutual Advisors, LLC12,986$401K0.01%+9513F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC11,779$364K<0.01%+78613F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…10,745$332K0.02%+1,29513F-HRTimeline
Summit Financial, LLC10,518$325K<0.01%-20013F-HRTimeline
Founders Financial Alliance, LLC10,328$319K0.04%+6913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,167$314K<0.01%013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,612$297K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…9,554$295K<0.01%-44113F-HRTimeline
PMG Family Office LLC8,202$253K0.23%+19813F-HRTimeline
Sowell Financial Services LLC7,458$230K0.01%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC6,480$200K0.03%new13F-HRTimeline
LANARK FINANCIAL, INC.6,210$192K0.01%-2213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,206$161K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC4,700$145K<0.01%+6913F-HRTimeline
NewEdge Advisors, LLC4,626$143K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.3,329$103K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,953$60.3K<0.01%013F-HRTimelineGroup
Holos Integrated Wealth LLC1,385$42.8K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,325$40.9K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,075$33.2K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.854$26.4K<0.01%-13313F-HRTimeline
Axiom Investment Management LLC833$25.7K0.02%+10613F-HRTimeline
ESL Trust Services, LLC500$15.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC385$11.9K<0.01%-6513F-HRTimeline
Allworth Financial LP343$10.6K<0.01%+613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\225$6.95K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management185$5.71K<0.01%013F-HRTimelineGroup
GoalVest Advisory LLC154$4.75K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC122$3.77K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC100$3.09K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.91$2.8K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC46$1.42K<0.01%new13F-HRTimeline