Skip to content

ETO EATON VANCE TAX-ADVANTAGED G

Follow

COM (fund), issuer CIK 1281926

71 managers (71 13F filers) reported a position in ETO shares at 2025-12-31, 3,211,724 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
71
13F filers
71
New
8
Added
28
Reduced
25
Sold out
9
Shares held by filers
3,211,724

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.612,728$18.6M0.57%-12,21913F-HR/ATimeline
1607 Capital Partners, LLC239,386$7.27M0.5%+18,80813F-HRTimeline
Advisors Asset Management, Inc.179,942$5.46M0.09%+7,48413F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY165,443$5.02M<0.01%+18,38213F-HR/ATimelineGroup
Cornerstone Advisors, LLC158,450$4.81M0.16%-37,22613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC157,739$4.79M0.04%+54,77113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC131,211$3.98M0.19%+84413F-HRTimeline
LPL Financial LLC128,640$3.9M<0.01%+1,58113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP117,407$3.56M<0.01%-1,31213F-HRTimelineGroup
Shaker Financial Services, LLC114,010$3.46M1.1%+16,86413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN92,252$2.8M<0.01%-20,62113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/81,635$2.48M<0.01%-5,62013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…71,690$2.14M<0.01%-1,68913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,733$1.93M<0.01%+3213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC62,875$1.91M<0.01%-1,89713F-HRTimelineGroup
&PARTNERS60,750$1.84M0.01%+36,48513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC59,032$1.79M<0.01%+1,03313F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.57,815$1.75M0.06%-22,57613F-HRTimeline
Formidable Asset Management, LLC54,614$1.51M0.22%-4,25913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,993$1.34M<0.01%+68913F-HRTimelineGroup
Astoria Portfolio Advisors LLC.41,593$1.25M0.28%new13F-HRTimeline
UBS Group AGin group UBS Group AG30,696$932K<0.01%+3,63613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,473$925K<0.01%013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,720$841K<0.01%+4,00613F-HRTimelineGroup
Creative Planningin group Creative Planning25,203$765K<0.01%-28113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,869$694K0.01%-3,70813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC22,410$680K<0.01%+12,59113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED22,879$680K0.05%+1,41913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV21,812$662K<0.01%+31613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.21,150$642K<0.01%-8,45713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,208$613K<0.01%+1,89613F-HRTimelineGroup
Cambridge Investment Research Advisors,…19,528$593K<0.01%+1,19413F-HRTimeline
Cetera Investment Advisers17,618$535K<0.01%+1,66713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT14,907$452K0.02%-45813F-HRTimeline
Joel Isaacson & Co., LLC14,361$436K0.01%+5913F-HRTimeline
Dakota Wealth Management13,555$411K0.01%+20513F-HR/ATimeline
NewEdge Advisors, LLC13,357$405K<0.01%+37313F-HRTimeline
Mutual Advisors, LLC12,999$395K0.01%+813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,944$393K<0.01%013F-HRTimelineGroup
Private Advisor Group, LLC12,674$385K<0.01%+2,21013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP11,995$364K<0.01%-10,72913F-HRTimelineGroup
Summit Financial, LLC11,783$358K0.01%-1,27513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC10,479$318K0.05%-10013F-HRTimeline
Founders Financial Alliance, LLC10,187$309K0.06%-1,05013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,167$309K<0.01%+16513F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…9,995$303K<0.01%-16313F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC9,683$294K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.8,716$265K0.01%new13F-HR/ATimeline
ASHTON THOMAS SECURITIES, LLC7,690$233K0.04%013F-HRTimeline
NWF Advisory Services Inc.7,466$227K0.03%-25213F-HRTimeline
PMG Family Office LLC7,442$226K0.26%-39313F-HRTimeline
Sowell Financial Services LLC7,300$222K0.01%-17713F-HRTimeline
COMERICA BANK5,206$158K<0.01%-20713F-HRTimeline
Parallel Advisors, LLC5,005$152K<0.01%+7013F-HRTimeline
LANARK FINANCIAL, INC.4,888$148K0.01%-5713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,953$59.3K<0.01%+5313F-HR/ATimelineGroup
Garton & Associates Financial Advisors …1,875$56.9K0.03%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,325$40.2K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,226$37.2K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC1,075$32.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.854$25.9K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC635$19K<0.01%+34913F-HRTimelineGroup
ESL Trust Services, LLC500$15.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC450$13.7K<0.01%013F-HRTimeline
Allworth Financial LP331$10.1K<0.01%-15413F-HRTimeline
Asset Dedication, LLC300$9.11K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$9.11K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\225$6.83K<0.01%-95013F-HRTimelineGroup
MAI Capital Management218$6.62K<0.01%new13F-HRTimeline
GoalVest Advisory LLC154$4.67K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.