Who Owns EATON VANCE TAX-ADVANTAGED G (ETO)? -- Institutional Holders (2026-06-30)
79 institutions reported holding $105.9M of EATON VANCE TAX-ADVANTAGED G (ETO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Karpus Management, Inc. ($21.6M), 1607 Capital Partners, LLC ($9.1M), GUGGENHEIM CAPITAL LLC ($6.6M), MORGAN STANLEY ($5.7M), FLAGSHIP HARBOR ADVISORS, LLC ($4.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Karpus Management, Inc. | $21.6M | 699,132 | Added |
| 2 | 1607 Capital Partners, LLC | $9.1M | 295,263 | Added |
| 3 | GUGGENHEIM CAPITAL LLC | $6.6M | 212,936 | Added |
| 4 | MORGAN STANLEY | $5.7M | 183,536 | Added |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | $4.4M | 143,043 | Added |
| 6 | FIRST TRUST ADVISORS LP | $4.0M | 129,129 | Trimmed |
| 7 | LPL Financial LLC | $3.6M | 117,929 | Trimmed |
| 8 | Advisory Solutions Group, LLC | $3.5M | 114,081 | New |
| 9 | WELLS FARGO & COMPANY/MN | $3.3M | 107,277 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $3.1M | 98,884 | Trimmed |
| 11 | Advisors Asset Management, Inc. | $3.0M | 96,662 | Trimmed |
| 12 | Shaker Financial Services, LLC | $2.8M | 92,148 | Trimmed |
| 13 | WOLVERINE ASSET MANAGEMENT LLC | $2.6M | 83,526 | Added |
| 14 | &PARTNERS | $2.2M | 70,107 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $2.0M | 63,634 | Trimmed |
| 16 | Hennion & Walsh Asset Management, Inc. | $1.8M | 58,200 | Added |
| 17 | AMERIPRISE FINANCIAL INC | $1.7M | 56,615 | Trimmed |
| 18 | STIFEL FINANCIAL CORP | $1.6M | 52,501 | Added |
| 19 | Astoria Portfolio Advisors LLC. | $1.6M | 51,082 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 45,327 | Trimmed |
| 21 | Formidable Asset Management, LLC | $1.3M | 48,973 | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $1.1M | 34,270 | Added |
| 23 | Rockefeller Capital Management L.P. | $1.0M | 33,473 | Hold |
| 24 | Royal Bank of Canada | $993,000 | 32,158 | Trimmed |
| 25 | COHEN & STEERS, INC. | $926,000 | 30,000 | Added |
Source: SEC Form 13F filings · as of 2026-06-30