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Disclosery

ETO EATON VANCE TAX-ADVANTAGED G

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COM (fund), issuer CIK 1281926

58 managers (58 13F filers) reported a position in ETO shares at 2025-03-31, 3,142,364 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
58
13F filers
58
New
4
Added
19
Reduced
23
Sold out
5
Shares held by filers
3,142,364

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.659,449$16.2M0.53%-36,03913F-HRTimeline
1607 Capital Partners, LLC255,176$6.27M0.51%+6,22713F-HRTimeline
Cornerstone Advisors, LLC247,321$6.08M0.26%-28,64213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP183,701$4.51M<0.01%+2,97913F-HRTimelineGroup
Advisors Asset Management, Inc.174,519$4.29M0.08%-23,90913F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC123,074$3.02M0.16%-93013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/119,144$2.93M<0.01%-5,75113F-HRTimelineGroup
LPL Financial LLC118,583$2.91M<0.01%+9,19613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY116,683$2.87M<0.01%+6,98413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP103,658$2.55M<0.01%+1,79313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN103,000$2.53M<0.01%+3,24213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,359$1.83M<0.01%+50013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…71,405$1.75M<0.01%+1,16913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,561$1.69M<0.01%+33,34213F-HR/ATimelineGroup
Formidable Asset Management, LLC61,098$1.5M0.25%-7,38413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC54,805$1.35M<0.01%+89713F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC47,988$1.18M0.03%-13,39913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.42,143$1.04M<0.01%-65913F-HRTimelineGroup
Shaker Financial Services, LLC41,701$1.02M0.4%-1,24913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC41,220$1.01M0.01%-5,66713F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.41,009$1.01M0.04%-1,75413F-HRTimeline
UBS Group AGin group UBS Group AG37,894$931K<0.01%-3,39813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC31,989$786K0.01%-1,10213F-HRTimelineGroup
Cambridge Investment Research Advisors,…30,850$758K<0.01%-59413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,939$564K<0.01%013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC22,331$549K0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,357$525K<0.01%-22813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,212$472K<0.01%+59313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,223$448K<0.01%-9913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED17,544$434K0.04%+29213F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT16,365$402K0.02%013F-HRTimeline
Dakota Wealth Management14,190$349K0.01%+1,75013F-HRTimeline
Joel Isaacson & Co., LLC14,175$348K0.02%+6413F-HRTimeline
NewEdge Advisors, LLC13,174$324K<0.01%-113F-HRTimeline
Mutual Advisors, LLC12,886$313K0.01%-5213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC10,849$267K0.05%-50013F-HRTimeline
Private Advisor Group, LLC10,709$263K<0.01%+1,32513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,702$263K<0.01%-35013F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC10,690$263K0.07%013F-HRTimeline
Steward Partners Investment Advisory, L…10,371$255K<0.01%-3913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,659$237K<0.01%-52113F-HRTimeline
Cetera Investment Advisers8,938$220K<0.01%-3,67613F-HRTimeline
Founders Financial Alliance, LLC8,869$218K0.05%new13F-HRTimeline
COMERICA BANK5,602$138K<0.01%013F-HRTimeline
Parallel Advisors, LLC2,801$68.8K<0.01%+5713F-HRTimeline
LANARK FINANCIAL, INC.1,930$47K<0.01%+1,92213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,900$46.7K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,325$32.6K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,175$28.9K<0.01%+87513F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,007$24.8K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,137$24.4K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC922$23.3K<0.01%013F-HRTimelineGroup
Elequin Capital, LP870$21.4K<0.01%new13F-HRTimeline
Allworth Financial LP313$7.51K<0.01%+613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$7.37K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC286$7K<0.01%013F-HRTimelineGroup
TD Capital Management LLC283$6.95K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.