ETG Institutional Ownership & Shareholders
EATON VANCE T/A GL DVD INCM (ETG) is currently held by 134 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $348.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of ETG tracked by InsiderSet, reporting ownership valued at approximately $61.34M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $60.35M, representing an estimated loss of -1.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed ETG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ubs Group Ag, Bank Of America Corp, and several other long-term asset managers with concentrated positions in EATON VANCE T/A GL DVD INCM (ETG).
This page ranks the largest institutional ETG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
134
Total Reported Value
$348.59M
Largest Holder
Morgan Stanley
Largest Position
$61.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
160
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 2,605,701 | $61,338,202 | $60,348,035 | -$990,167 | -1.61% | |
| Ubs Group Ag | 0.01% | 2,242,764 | $52,794,665 | $51,942,414 | -$852,251 | -1.61% | |
| Bank Of America Corp | 0.00% | 1,438,101 | $33,852,890 | $33,306,419 | -$546,471 | -1.61% | |
| Ameriprise Financial Inc | 0.00% | 997,269 | $23,477,123 | $23,096,750 | -$380,373 | -1.62% | |
| Wells Fargo & Company/Mn | 0.00% | 844,848 | $19,887,715 | $19,566,680 | -$321,035 | -1.61% | |
| Mcgowan Group Asset Management, Inc. | 1.77% | 618,154 | $14,551,357 | $14,316,447 | -$234,910 | -1.61% | |
| Advisors Asset Management, Inc. | 0.18% | 562,754 | $12,791,398 | $13,033,383 | +$241,985 | +1.89% | |
| Lpl Financial Llc | 0.00% | 405,342 | $9,541,745 | $9,387,721 | -$154,024 | -1.61% | |
| Raymond James Financial Inc | 0.00% | 348,068 | $8,193,511 | $8,061,255 | -$132,256 | -1.61% | |
| 1607 Capital Partners, Llc | 0.70% | 339,925 | $8,001,834 | $7,872,663 | -$129,171 | -1.61% | |
| Royal Bank Of Canada | 0.00% | 318,562 | $7,499,000 | $7,377,896 | -$121,104 | -1.61% | |
| Heron Bay Capital Management | 0.65% | 302,683 | $7,125,165 | $7,010,138 | -$115,027 | -1.61% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 236,897 | $5,576,555 | $5,486,535 | -$90,020 | -1.61% | |
| Wolverine Asset Management Llc | 0.06% | 206,719 | $4,866,165 | $4,787,612 | -$78,553 | -1.61% | |
| First Trust Advisors Lp | 0.00% | 199,304 | $4,691,616 | $4,615,881 | -$75,735 | -1.61% | |
| Janney Montgomery Scott Llc | 0.01% | 190,298 | $4,480,000 | $4,407,302 | -$72,698 | -1.62% | |
| Rockefeller Capital Management L.P. | 0.01% | 177,254 | $4,172,578 | $4,105,203 | -$67,375 | -1.61% | |
| Cohen & Steers, Inc. | 0.01% | 153,868 | $3,622,000 | $3,563,583 | -$58,417 | -1.61% | |
| Osaic Holdings, Inc. | 0.00% | 130,651 | $3,075,679 | $3,025,877 | -$49,802 | -1.62% | |
| Sanctuary Advisors, Llc | 0.01% | 120,563 | $2,838,044 | $2,792,239 | -$45,805 | -1.61% | |
| Guggenheim Capital Llc | 0.02% | 119,588 | $2,815,102 | $2,769,658 | -$45,444 | -1.61% | |
| Commonwealth Equity Services, Llc | 0.00% | 117,699 | $2,770,626 | $2,725,909 | -$44,717 | -1.61% | |
| Wealthtrust Axiom Llc | 0.59% | 111,394 | $2,622,214 | $2,579,885 | -$42,329 | -1.61% | |
| Beacon Pointe Advisors, Llc | 0.01% | 110,000 | $2,589,400 | $2,547,600 | -$41,800 | -1.61% | |
| Cetera Investment Advisers | 0.00% | 106,792 | $2,513,888 | $2,473,303 | -$40,585 | -1.61% | |
| Live Oak Private Wealth Llc | 0.27% | 92,351 | $2,173,943 | $2,138,849 | -$35,094 | -1.61% | |
| Hennion & Walsh Asset Management, Inc. | 0.06% | 92,115 | $2,168,387 | $2,133,383 | -$35,004 | -1.61% | |
| Shaker Financial Services, Llc | 0.66% | 89,127 | $2,098,050 | $2,064,181 | -$33,869 | -1.61% | |
| Wagner Wealth Management, Llc | 0.37% | 84,990 | $2,000,656 | $1,968,368 | -$32,288 | -1.61% | |
| Edgewood Management Llc | 0.02% | 82,000 | $1,930,280 | $1,899,120 | -$31,160 | -1.61% | |
| Goldman Sachs Group Inc | 0.00% | 79,107 | $1,862,179 | $1,832,118 | -$30,061 | -1.61% | |
| Fifth Third Bancorp | 0.00% | 71,685 | $1,687,466 | $1,660,225 | -$27,241 | -1.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 54,891 | $1,282,245 | $1,271,276 | -$10,969 | -0.86% | |
| Integrated Wealth Concepts Llc | 0.01% | 51,172 | $1,204,594 | $1,185,144 | -$19,450 | -1.61% | |
| Pmg Family Office Llc | 1.08% | 49,667 | $1,169,161 | $1,150,288 | -$18,873 | -1.61% | |
| &Partners | 0.00% | 48,919 | $1,151,555 | $1,132,964 | -$18,591 | -1.61% | |
| Kestra Advisory Services, Llc | 0.00% | 42,125 | $991,634 | $975,615 | -$16,019 | -1.62% | |
| Choate Investment Advisors | 0.02% | 40,000 | $941,600 | $926,400 | -$15,200 | -1.61% | |
| Pfg Investments, Llc | 0.04% | 39,082 | $919,994 | $905,139 | -$14,855 | -1.61% | |
| Stifel Financial Corp | 0.00% | 34,618 | $814,905 | $801,753 | -$13,152 | -1.61% | |
| Joel Isaacson & Co., Llc | 0.02% | 31,334 | $737,595 | $725,695 | -$11,900 | -1.61% | |
| Xtx Topco Ltd | 0.01% | 30,874 | $726,774 | $715,042 | -$11,732 | -1.61% | |
| 1776 Wealth Llc | 0.25% | 30,438 | $716,511 | $704,944 | -$11,567 | -1.61% | |
| Merit Financial Group, Llc | 0.00% | 29,786 | $701,162 | $689,844 | -$11,318 | -1.61% | |
| Concurrent Investment Advisors, Llc | 0.01% | 27,097 | $637,870 | $627,567 | -$10,303 | -1.62% | |
| Adapt Wealth Advisors, Llc | 0.20% | 26,543 | $624,822 | $614,736 | -$10,086 | -1.61% | |
| Cresset Asset Management, Llc | 0.00% | 24,993 | $588,345 | $578,838 | -$9,507 | -1.62% | |
| City Of London Investment Management Co Ltd | 0.03% | 24,323 | $572,563 | $563,321 | -$9,242 | -1.61% | |
| Kestra Private Wealth Services, Llc | 0.01% | 23,717 | $558,292 | $549,286 | -$9,006 | -1.61% | |
| Palogic Value Management, L.P. | 0.20% | 23,500 | $553,190 | $544,260 | -$8,930 | -1.61% |
Frequently asked questions about ETG
Who are the largest institutional holders of ETG?
The largest institutional holders of ETG reported in the latest SEC Form 13F filings include Morgan Stanley, Ubs Group Ag, Bank Of America Corp, Ameriprise Financial Inc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported ETG position.
What is ETG institutional ownership?
This page tracks ETG positions reported by institutional investment managers through SEC Form 13F. EATON VANCE T/A GL DVD INCM (ETG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ETG?
InsiderSet currently tracks 134 institutional managers reporting ETG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ETG shareholders.
How much ETG stock do institutions own?
Institutional investment managers disclosed approximately $348.59M in ETG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ETG institutional ownership last updated?
The latest ETG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ETG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ETG position after the reporting date.
Are institutions buying or selling ETG?
Institutional buying and selling can be analyzed by comparing ETG positions across consecutive 13F reporting periods. InsiderSet's ETG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ETG ownership changes.
How has ETG institutional ownership changed over time?
InsiderSet tracks ETG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.