ETO Institutional Ownership & Shareholders
EATON VANCE T/A GLBL DVD OPP (ETO) is currently held by 67 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $107.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Karpus Management, Inc. is currently the largest disclosed institutional shareholder of ETO tracked by InsiderSet, reporting ownership valued at approximately $21.58M 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 $20.78M, representing an estimated loss of -3.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed ETO value among the investors covered in this analysis. Major shareholders include Karpus Management, Inc., 1607 Capital Partners, Llc, Advisors Asset Management, Inc., and several other long-term asset managers with concentrated positions in EATON VANCE T/A GLBL DVD OPP (ETO).
This page ranks the largest institutional ETO 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
67
Total Reported Value
$107.82M
Largest Holder
Karpus Management, Inc.
Largest Position
$21.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | 0.62% | 699,132 | $21,582,212 | $20,778,203 | -$804,009 | -3.73% | |
| 1607 Capital Partners, Llc | 0.79% | 295,263 | $9,114,769 | $8,775,216 | -$339,553 | -3.73% | |
| Advisors Asset Management, Inc. | 0.13% | 275,554 | $8,958,261 | $8,189,465 | -$768,796 | -8.58% | |
| Guggenheim Capital Llc | 0.04% | 212,936 | $6,573,334 | $6,328,458 | -$244,876 | -3.73% | |
| Morgan Stanley | 0.00% | 183,536 | $5,665,803 | $5,454,690 | -$211,113 | -3.73% | |
| Flagship Harbor Advisors, Llc | 0.17% | 149,257 | $4,523,976 | $4,435,918 | -$88,058 | -1.95% | |
| First Trust Advisors Lp | 0.00% | 129,129 | $3,986,214 | $3,837,714 | -$148,500 | -3.73% | |
| Lpl Financial Llc | 0.00% | 117,929 | $3,640,462 | $3,504,850 | -$135,612 | -3.73% | |
| Wells Fargo & Company/Mn | 0.00% | 107,277 | $3,311,626 | $3,188,272 | -$123,354 | -3.72% | |
| Wolverine Asset Management Llc | 0.03% | 104,352 | $3,162,909 | $3,101,341 | -$61,568 | -1.95% | |
| Bank Of America Corp | 0.00% | 98,884 | $3,052,535 | $2,938,832 | -$113,703 | -3.72% | |
| Shaker Financial Services, Llc | 0.74% | 73,567 | $2,229,816 | $2,186,411 | -$43,405 | -1.95% | |
| &Partners | 0.01% | 70,107 | $2,162,275 | $2,083,580 | -$78,695 | -3.64% | |
| Raymond James Financial Inc | 0.00% | 63,634 | $1,964,383 | $1,891,202 | -$73,181 | -3.73% | |
| Hennion & Walsh Asset Management, Inc. | 0.05% | 58,317 | $1,767,588 | $1,733,181 | -$34,407 | -1.95% | |
| Ameriprise Financial Inc | 0.00% | 56,615 | $1,747,710 | $1,682,598 | -$65,112 | -3.73% | |
| Stifel Financial Corp | 0.00% | 52,501 | $1,620,699 | $1,560,330 | -$60,369 | -3.72% | |
| Astoria Portfolio Advisors Llc. | 0.27% | 51,082 | $1,576,897 | $1,518,157 | -$58,740 | -3.73% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 45,735 | $1,381,184 | $1,359,244 | -$21,940 | -1.59% | |
| Formidable Asset Management, Llc | 0.21% | 48,973 | $1,305,130 | $1,455,478 | +$150,348 | +11.52% | |
| Osaic Holdings, Inc. | 0.00% | 34,270 | $1,057,918 | $1,018,504 | -$39,414 | -3.73% | |
| Rockefeller Capital Management L.P. | 0.00% | 33,473 | $1,033,312 | $994,818 | -$38,494 | -3.73% | |
| Royal Bank Of Canada | 0.00% | 32,158 | $993,000 | $955,736 | -$37,264 | -3.75% | |
| Cohen & Steers, Inc. | 0.00% | 30,000 | $926,000 | $891,600 | -$34,400 | -3.71% | |
| City Of London Investment Management Co Ltd | 0.06% | 28,103 | $851,802 | $835,221 | -$16,581 | -1.95% | |
| Ubs Group Ag | 0.00% | 27,174 | $838,862 | $807,611 | -$31,251 | -3.73% | |
| Creative Planning | 0.00% | 26,843 | $813,614 | $797,774 | -$15,840 | -1.95% | |
| Silver Oak Securities, Incorporated | 0.05% | 25,480 | $786,568 | $757,266 | -$29,302 | -3.73% | |
| Waverly Advisors, Llc | 0.00% | 22,826 | $704,636 | $678,389 | -$26,247 | -3.72% | |
| Pnc Financial Services Group, Inc. | 0.00% | 22,254 | $686,981 | $661,389 | -$25,592 | -3.73% | |
| Hrt Financial Lp | 0.00% | 21,335 | $658,000 | $634,076 | -$23,924 | -3.64% | |
| Private Advisor Group, Llc | 0.00% | 20,946 | $646,616 | $622,515 | -$24,101 | -3.73% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,913 | $603,559 | $591,814 | -$11,745 | -1.95% | |
| Benjamin Edwards Inc | 0.01% | 19,302 | $596,059 | $573,655 | -$22,404 | -3.76% | |
| Invesco Ltd. | 0.00% | 19,258 | $594,494 | $572,348 | -$22,146 | -3.73% | |
| Truist Financial Corp | 0.00% | 18,460 | $559,510 | $548,631 | -$10,879 | -1.94% | |
| Blue Bell Private Wealth Management, Llc | 0.06% | 16,661 | $504,995 | $495,165 | -$9,830 | -1.95% | |
| Cetera Investment Advisers | 0.00% | 15,124 | $466,881 | $449,485 | -$17,396 | -3.73% | |
| Hollencrest Capital Management | 0.03% | 14,907 | $460,179 | $443,036 | -$17,143 | -3.73% | |
| Joel Isaacson & Co., Llc | 0.01% | 13,933 | $430,105 | $414,089 | -$16,016 | -3.72% | |
| Mutual Advisors, Llc | 0.01% | 12,986 | $400,881 | $385,944 | -$14,937 | -3.73% | |
| Calamos Advisors Llc | 0.00% | 12,565 | $380,845 | $373,432 | -$7,413 | -1.95% | |
| Dakota Wealth Management | 0.01% | 13,350 | $367,926 | $396,762 | +$28,836 | +7.84% | |
| Summit Financial, Llc | 0.00% | 10,518 | $324,691 | $312,595 | -$12,096 | -3.73% | |
| Founders Financial Alliance, Llc | 0.04% | 10,328 | $318,822 | $306,948 | -$11,874 | -3.72% | |
| Corient Private Wealth Llc | 0.00% | 10,167 | $313,856 | $302,163 | -$11,693 | -3.73% | |
| Envestnet Asset Management Inc | 0.00% | 9,612 | $296,720 | $285,669 | -$11,051 | -3.72% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 9,554 | $294,932 | $283,945 | -$10,987 | -3.73% | |
| Pmg Family Office Llc | 0.23% | 8,237 | $249,663 | $244,804 | -$4,859 | -1.95% | |
| Sowell Financial Services Llc | 0.01% | 7,458 | $226,052 | $221,652 | -$4,400 | -1.95% |
Frequently asked questions about ETO
Who are the largest institutional holders of ETO?
The largest institutional holders of ETO reported in the latest SEC Form 13F filings include Karpus Management, Inc., 1607 Capital Partners, Llc, Advisors Asset Management, Inc., Guggenheim Capital Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported ETO position.
What is ETO institutional ownership?
This page tracks ETO positions reported by institutional investment managers through SEC Form 13F. EATON VANCE T/A GLBL DVD OPP (ETO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ETO?
InsiderSet currently tracks 67 institutional managers reporting ETO 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 ETO shareholders.
How much ETO stock do institutions own?
Institutional investment managers disclosed approximately $107.82M in ETO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ETO institutional ownership last updated?
The latest ETO 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 ETO 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 ETO position after the reporting date.
Are institutions buying or selling ETO?
Institutional buying and selling can be analyzed by comparing ETO positions across consecutive 13F reporting periods. InsiderSet's ETO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ETO ownership changes.
How has ETO institutional ownership changed over time?
InsiderSet tracks ETO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.