EATON VANCE T/A GL DVD INCM (ETG) Institutional Shareholders

EATON VANCE T/A GL DVD INCM (ETG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $264.31M in ETG holdings during the latest filing period.

Morgan Stanley is currently the largest disclosed institutional shareholder of ETG tracked by InsiderSet, reporting ownership valued at approximately $54.04M in its March 31, 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 $64.86M, representing an estimated gain of +20.03% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 71% 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

129

Total Reported Value

$264.31M

Largest Holder

Morgan Stanley

Largest Position

$54.04M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

159

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.00%2,685,642$54,035,130$64,858,254+$10,823,124+20.03%
Ubs Group Ag0.01%2,201,303$44,290,216$53,161,467+$8,871,251+20.03%
Bank Of America Corp0.00%1,458,769$29,350,431$35,229,271+$5,878,840+20.03%
Wells Fargo & Company/Mn0.00%840,344$16,907,723$20,294,308+$3,386,585+20.03%
Mcgowan Group Asset Management, Inc.1.60%624,406$12,563,052$15,079,405+$2,516,353+20.03%
Lpl Financial Llc0.00%367,874$7,401,625$8,884,157+$1,482,532+20.03%
Heron Bay Capital Management0.58%311,443$6,266,234$7,521,348+$1,255,114+20.03%
Royal Bank Of Canada0.00%305,677$6,150,000$7,382,100+$1,232,100+20.03%
Ameriprise Financial Inc0.00%297,267$5,981,115$7,178,998+$1,197,883+20.03%
Raymond James Financial Inc0.00%294,978$5,934,956$7,123,719+$1,188,763+20.03%
Steward Partners Investment Advisory, Llc0.02%233,157$4,691,119$5,630,742+$939,623+20.03%
First Trust Advisors Lp0.00%200,737$4,038,828$4,847,799+$808,971+20.03%
Rockefeller Capital Management L.P.0.01%174,979$3,520,594$4,225,743+$705,149+20.03%
Guggenheim Capital Llc0.03%170,543$3,431,325$4,118,613+$687,288+20.03%
Wolverine Asset Management Llc0.04%138,333$2,783,260$3,340,742+$557,482+20.03%
Commonwealth Equity Services, Llc0.00%117,699$2,770,626$2,842,431+$71,805+2.59%
Advisors Asset Management, Inc.0.05%134,703$2,710,224$3,253,077+$542,853+20.03%
Wealthtrust Axiom Llc0.59%118,579$2,385,809$2,863,683+$477,874+20.03%
Sanctuary Advisors, Llc0.01%115,801$2,329,912$2,796,594+$466,682+20.03%
Beacon Pointe Advisors, Llc0.01%112,600$2,265,512$2,719,290+$453,778+20.03%
Osaic Holdings, Inc.0.00%111,568$2,244,946$2,694,367+$449,421+20.02%
Live Oak Private Wealth Llc0.27%92,351$2,173,943$2,230,277+$56,334+2.59%
Hennion & Walsh Asset Management, Inc.0.06%92,115$2,168,387$2,224,577+$56,190+2.59%
Shaker Financial Services, Llc0.66%89,127$2,098,050$2,152,417+$54,367+2.59%
Wagner Wealth Management, Llc0.37%84,990$2,000,656$2,052,508+$51,852+2.59%
Cetera Investment Advisers0.00%96,504$1,941,659$2,330,572+$388,913+20.03%
Arkadios Wealth Advisors0.03%88,776$1,786,176$2,143,940+$357,764+20.03%
Edgewood Management Llc0.01%82,000$1,649,840$1,980,300+$330,460+20.03%
Readystate Asset Management Lp0.09%80,717$1,624,026$1,949,316+$325,290+20.03%
Fifth Third Bancorp0.00%71,082$1,430,170$1,716,630+$286,460+20.03%
Wealth Enhancement Advisory Services, Llc0.00%54,891$1,282,245$1,325,618+$43,373+3.38%
Goldman Sachs Group Inc0.00%62,088$1,249,211$1,499,425+$250,214+20.03%
Pmg Family Office Llc1.08%49,667$1,169,161$1,199,458+$30,297+2.59%
Kestra Advisory Services, Llc0.00%42,125$991,634$1,017,319+$25,685+2.59%
&Partners0.00%46,353$929,269$1,119,425+$190,156+20.46%
Pfg Investments, Llc0.04%39,082$919,994$943,830+$23,836+2.59%
Advisory Advocates, Llc0.38%34,996$756,264$845,153+$88,889+11.75%
Stifel Financial Corp0.00%35,134$706,902$848,486+$141,584+20.03%
Merit Financial Group, Llc0.00%29,786$701,162$719,332+$18,170+2.59%
1776 Wealth Llc0.25%32,103$645,912$775,287+$129,375+20.03%
Concurrent Investment Advisors, Llc0.01%27,097$637,870$654,393+$16,523+2.59%
Joel Isaacson & Co., Llc0.02%30,892$621,548$746,042+$124,494+20.03%
Hightower Advisors, Llc0.00%29,555$594,647$713,753+$119,106+20.03%
Fairman Group, Llc0.49%28,557$574,567$689,652+$115,085+20.03%
City Of London Investment Management Co Ltd0.03%24,323$572,563$587,400+$14,837+2.59%
Kestra Private Wealth Services, Llc0.01%23,717$558,292$572,766+$14,474+2.59%
Pnc Financial Services Group, Inc.0.00%25,356$510,163$612,347+$102,184+20.03%
Truist Financial Corp0.00%20,287$477,557$489,931+$12,374+2.59%
Adapt Wealth Advisors, Llc0.17%23,545$473,725$568,612+$94,887+20.03%
Palogic Value Management, L.P.0.21%23,500$472,820$567,525+$94,705+20.03%

Frequently asked questions about ETG

  • Who owns the most ETG stock?

    The largest holders of ETG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EATON VANCE T/A GL DVD INCM (ETG).

  • Is ETG widely held by superinvestors?

    Many widely followed stocks like ETG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ETG is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.