13FBOX
EATON VANCE TAX-ADVANTAGED G · 13F Institutional Holdings
Options Calculator Rankings

EATON VANCE TAX-ADVANTAGED G

ETO
Institutions
76
Combined AUM (Q2 2026)
$106.6M
Combined Shares (Q2 2026)
3.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+502,360
44 · 14 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-140,719
23 · 4 Exit · ≈
⚖️ Net
+361,641
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$106.6M
Institutions
76
New Buys
14
Adds
30
Reduces
19
Exits
4
Unchanged
13
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Karpus Management, Inc.
0.62%0.55%#4$21.6M699,132$17.2M645,796+53,336+8.26%Add
1607 Capital Partners, LLC
0.79%0.47%#3$9.1M295,263$6.6M245,856+49,407+20.10%Add
GUGGENHEIM CAPITAL LLC
0.04%0.04%#14$6.6M212,936$4.9M182,122+30,814+16.92%Add
MORGAN STANLEY
<0.01%<0.01%#60$5.7M183,536$4.1M147,061+36,475+24.80%Add
FLAGSHIP HARBOR ADVISORS, LLC
0.17%0.16%#8$4.4M143,043$3.5M133,102+9,941+7.47%Add
FIRST TRUST ADVISORS LP
<0.01%<0.01%#34$4.0M129,129$3.5M130,347-1,218-0.93%Reduce
LPL Financial LLC
<0.01%<0.01%#47$3.6M117,929$3.3M124,929-7,000-5.60%Reduce
Advisory Solutions Group, LLC
1.19%#1$3.5M114,081$00+114,081New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#51$3.3M107,277$2.4M90,789+16,488+18.16%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#64$3.1M98,884$2.7M99,855-971-0.97%Reduce
Advisors Asset Management, Inc.
0.05%0.05%#12$3.0M96,662$3.3M123,262-26,600-21.58%Reduce
Shaker Financial Services, LLC
0.89%1.4%#2$2.8M92,148$4.0M151,069-58,921-39.00%Reduce
WOLVERINE ASSET MANAGEMENT LLC
0.02%0.01%#18$2.6M83,526$1.3M47,873+35,653+74.47%Add
&PARTNERS
0.01%0.01%#26$2.2M70,107$1.7M65,301+4,806+7.36%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#52$2.0M63,634$1.8M65,874-2,240-3.40%Reduce
Hennion & Walsh Asset Management, Inc.
0.05%0.05%#10$1.8M58,200$1.5M57,895+305+0.53%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#58$1.7M56,615$1.5M56,811-196-0.35%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#41$1.6M52,501$1.1M42,398+10,103+23.83%Add
Astoria Portfolio Advisors LLC.
0.27%0.31%#5$1.6M51,082$1.5M50,168+914+1.82%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#35$1.4M45,327$1.2M45,904-577-1.26%Reduce
Formidable Asset Management, LLC
0.21%0.24%#7$1.3M48,973$1.6M51,874-2,901-5.59%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#42$1.1M34,270$652,16624,471+9,799+40.04%Add
Rockefeller Capital Management L.P.
<0.01%<0.01%#37$1.0M33,473$892,05533,47300.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#66$993,00032,158$1.4M54,090-21,932-40.55%Reduce
COHEN & STEERS, INC.
<0.01%<0.01%#39$926,10030,000$400,00015,000+15,000+100.00%Add
Creative Planning
<0.01%<0.01%#54$868,08728,121$719,45426,996+1,125+4.17%Add
UBS Group AG
<0.01%<0.01%#67$838,86227,174$732,66227,492-318-1.16%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.05%0.05%#11$786,56825,480$623,53023,397+2,083+8.90%Add
Waverly Advisors, LLC
<0.01%#30$704,63622,826$00+22,826New Buy
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#59$686,98122,254$593,06922,25400.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#46$682,24322,101$599,89422,510-409-1.82%Reduce
HRT FINANCIAL LP
<0.01%#44$658,61121,335$00+21,335New Buy
Private Advisor Group, LLC
<0.01%<0.01%#32$646,61620,946$403,27915,132+5,814+38.42%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#40$618,69720,042$527,00019,781+261+1.32%Add
Dakota Wealth Management
0.01%0.01%#24$604,28119,575$367,90413,805+5,770+41.80%Add
BENJAMIN EDWARDS INC
0.01%0.01%#29$596,05919,302$533,42220,012-710-3.55%Reduce
Invesco Ltd.
<0.01%#71$594,49419,258$00+19,258New Buy
TRUIST FINANCIAL CORP
<0.01%<0.01%#49$571,93418,527$488,19418,319+208+1.14%Add
READYSTATE ASSET MANAGEMENT LP
0.03%0.02%#17$496,14318,617$496,14318,61700.00%Unchanged
Cetera Investment Advisers
<0.01%<0.01%#56$466,88115,124$374,75414,062+1,062+7.55%Add
HOLLENCREST CAPITAL MANAGEMENT
0.03%0.01%#15$460,17914,907$397,27214,90700.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.05%0.04%#9$431,37713,974$287,55410,790+3,184+29.51%Add
Joel Isaacson & Co., LLC
0.01%0.01%#23$430,10513,933$369,99513,883+50+0.36%Add
Mutual Advisors, LLC
0.01%0.01%#27$400,88112,986$343,53812,891+95+0.74%Add
Calamos Advisors LLC
<0.01%<0.01%#43$363,61811,779$292,96310,993+786+7.15%Add
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
0.02%0.02%#20$331,69810,745$251,8429,450+1,295+13.70%Add
Summit Financial, LLC
<0.01%<0.01%#31$324,69110,518$285,63510,718-200-1.87%Reduce
Founders Financial Alliance, LLC
0.04%0.05%#13$318,82210,328$273,39610,259+69+0.67%Add
Corient Private Wealth LLC
<0.01%<0.01%#63$313,76610,167$270,95010,16700.00%Unchanged
ENVESTNET ASSET MANAGEMENT INC
<0.01%#70$296,7209,612$00+9,612New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow