Eaton Vance Tax-advantaged G (ETO): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of ETO (all 13F filers)
- Karpus Management699 KType not verified+53 K
- 1607 Capital Partners295 KType not verified+49 K
- Guggenheim Capital213 KType not verified+31 K
- Morgan Stanley184 KBank or trading desk+12 K
- Flagship Harbor Advisors143 KType not verified+9,941
- First Trust Advisors129 KInvestment firm−1,218
- LPL Financial118 KWealth adviser−7,000
- Advisory Solutions Group114 KType not verifiedno data
- Wells Fargo107 KBank or trading desk+16 K
- Bank of America99 KBank or trading desk−971
- Shares
- 699 K
- Change
- +53 K
See more
- Type
- Type not verified
- Value
- $21.6M
- Shares
- 295 K
- Change
- +49 K
See more
- Type
- Type not verified
- Value
- $9.1M
- Shares
- 213 K
- Change
- +31 K
See more
- Type
- Type not verified
- Value
- $6.6M
- Shares
- 184 K
- Change
- +12 K
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- Type
- Bank or trading desk
- Value
- $5.7M
- Shares
- 143 K
- Change
- +9,941
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- Type
- Type not verified
- Value
- $4.4M
- Shares
- 129 K
- Change
- −1,218
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- Type
- Investment firm
- Value
- $4.0M
- Shares
- 118 K
- Change
- −7,000
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- Type
- Wealth adviser
- Value
- $3.6M
- Advisory Solutions Group
- Shares
- 114 K
- Change
- no data
See more
- Type
- Type not verified
- Value
- $3.5M
- Shares
- 107 K
- Change
- +16 K
See more
- Type
- Bank or trading desk
- Value
- $3.3M
- Shares
- 99 K
- Change
- −971
See more
- Type
- Bank or trading desk
- Value
- $3.1M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗