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Eaton Vance T/A Glbl DVD OPP (ETO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Flagship Harbor Advisors, LLC
INCREASED
Shares149,257 from 143,043
Change+6,214 (+4%)
Value$4.5M (+$108.2K)
Filed 2026-10-26
Advisory Solutions Group, LLC
INCREASED
Shares127,461 from 114,081
Change+13,380 (+12%)
Value$3.9M (+$341.7K)
Filed 2026-10-14
LPL Financial LLC
INCREASED
Shares121,005 from 117,929
Change+3,076 (+3%)
Value$3.7M (+$27.2K)
Filed 2026-11-06
Wolverine Asset Management LLC
INCREASED
Shares104,352 from 83,526
Change+20,826 (+25%)
Value$3.2M (+$584.5K)
Filed 2026-11-02
Shaker Financial Services, LLC
DECREASED
Shares73,567 from 92,148
Change-18,581 (-20%)
Value$2.2M (-$614.8K)
Filed 2026-10-14
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares58,317 from 58,200
Change+117 (+0%)
Value$1.8M (-$29.0K)
Filed 2026-10-13
Formidable Asset Management, LLC
DECREASED
Shares46,359 from 48,973
Change-2,614 (-5%)
Value$1.4M (+$126.0K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares45,735 from 45,327
Change+408 (+1%)
Value$1.4M (-$13.1K)
Filed 2026-10-13
City of London Investment Management Co LTD
INCREASED
Shares28,103 from 10,745
Change+17,358 (+162%)
Value$851.8K (+$520.1K)
Filed 2026-10-30
Creative Planning
DECREASED
Shares26,843 from 28,121
Change-1,278 (-5%)
Value$813.6K (-$54.5K)
Filed 2026-11-02
Silver OAK Securities, Incorporated
INCREASED
Shares25,773 from 25,480
Change+293 (+1%)
Value$759.3K (-$27.3K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares22,826 from 20,042
Change+2,784 (+14%)
Value$692.0K (+$73.0K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED
Shares22,254 from 22,254
Change0 (0%)
Value$674.5K (-$12.5K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares19,913 from 22,101
Change-2,188 (-10%)
Value$603.6K (-$78.7K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares18,460 from 18,527
Change-67 (0%)
Value$559.5K (-$12.4K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
INCREASED
Shares16,661 from 13,974
Change+2,687 (+19%)
Value$505.0K (+$73.6K)
Filed 2026-10-29
Joel Isaacson & Co., LLC
INCREASED
Shares13,982 from 13,933
Change+49 (+0%)
Value$423.8K (-$6.3K)
Filed 2026-11-05
Calamos Advisors LLC
INCREASED
Shares12,565 from 11,779
Change+786 (+7%)
Value$380.8K (+$17.2K)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
NEW
Shares9,015
Change+9,015
Value$273.2K
Filed 2026-11-04
PMG Family Office LLC
INCREASED
Shares8,237 from 8,202
Change+35 (+0%)
Value$249.7K (-$3.5K)
Filed 2026-10-19
Sowell Financial Services LLC
UNCHANGED
Shares7,458 from 7,458
Change0 (0%)
Value$226.1K (-$4.2K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares6,070 from 6,210
Change-140 (-2%)
Value$184.0K (-$7.7K)
Filed 2026-10-26
Fifth Third Bancorp
UNCHANGED
Shares5,206 from 5,206
Change0 (0%)
Value$157.8K (-$2.9K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares4,769 from 4,700
Change+69 (+1%)
Value$144.5K (-$550)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares2,224 from 185
Change+2,039 (+1102%)
Value$67.4K (+$61.7K)
Filed 2026-10-30
Holos Integrated Wealth LLC
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$41.8K (-$1.1K)
Filed 2026-10-23
Harbour Investments, Inc.
UNCHANGED
Shares854 from 854
Change0 (0%)
Value$25.9K (-$478)
Filed 2026-11-09
Farther Finance Advisors, LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$11.7K (-$216)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$10.6K ($0)
Filed 2026-11-06
JFS Wealth Advisors, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.4K (-$26)
Filed 2026-11-03
Ashton Thomas Securities, LLC
CLOSED
Shares0 from 6,480
Change-6,480 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-26
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 3,329
Change-3,329 (-100%)
Value$0 (-$102.8K)
Filed 2026-11-06
Axiom Investment Management LLC
CLOSED
Shares0 from 833
Change-833 (-100%)
Value$0 (-$25.7K)
Filed 2026-11-03
US Bancorp \de\
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$6.9K)
Filed 2026-11-05
GoalVest Advisory LLC
CLOSED
Shares0 from 154
Change-154 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-02
Assetmark, Inc
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-21
Highline Wealth Partners LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-19
Karpus Management, Inc.
N/A
Shares— from 699,132
Change-699,132 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 590,526
Change-590,526 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 212,936
Change-212,936 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 183,536
Change-183,536 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 129,129
Change-129,129 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 107,277
Change-107,277 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 98,884
Change-98,884 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 96,662
Change-96,662 (-100%)
Value—
&partners
N/A
Shares— from 70,107
Change-70,107 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 63,634
Change-63,634 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 56,615
Change-56,615 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 52,501
Change-52,501 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 51,082
Change-51,082 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 34,270
Change-34,270 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 33,473
Change-33,473 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 32,158
Change-32,158 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 27,174
Change-27,174 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 22,826
Change-22,826 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 21,335
Change-21,335 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,946
Change-20,946 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 19,575
Change-19,575 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 19,302
Change-19,302 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 19,258
Change-19,258 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,124
Change-15,124 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 14,907
Change-14,907 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,986
Change-12,986 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,518
Change-10,518 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 10,328
Change-10,328 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,612
Change-9,612 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,554
Change-9,554 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Status
Flagship Harbor Advisors, LLC
INCREASED149,257143,043+6,214+4%$4.4M$4.5M+$108.2K2026-10-26
Advisory Solutions Group, LLC
INCREASED127,461114,081+13,380+12%$3.5M$3.9M+$341.7K2026-10-14
LPL Financial LLC
INCREASED121,005117,929+3,076+3%$3.6M$3.7M+$27.2K2026-11-06
Wolverine Asset Management LLC
INCREASED104,35283,526+20,826+25%$2.6M$3.2M+$584.5K2026-11-02
Shaker Financial Services, LLC
DECREASED73,56792,148-18,581-20%$2.8M$2.2M-$614.8K2026-10-14
Hennion & Walsh Asset Management, Inc.
INCREASED58,31758,200+117+0%$1.8M$1.8M-$29.0K2026-10-13
Formidable Asset Management, LLC
DECREASED46,35948,973-2,614-5%$1.3M$1.4M+$126.0K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED45,73545,327+408+1%$1.4M$1.4M-$13.1K2026-10-13
City of London Investment Management Co LTD
INCREASED28,10310,745+17,358+162%$331.7K$851.8K+$520.1K2026-10-30
Creative Planning
DECREASED26,84328,121-1,278-5%$868.1K$813.6K-$54.5K2026-11-02
Silver OAK Securities, Incorporated
INCREASED25,77325,480+293+1%$786.6K$759.3K-$27.3K2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED22,82620,042+2,784+14%$619.0K$692.0K+$73.0K2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED22,25422,25400%$687.0K$674.5K-$12.5K2026-11-06
Commonwealth Equity Services, LLC
DECREASED19,91322,101-2,188-10%$682.2K$603.6K-$78.7K2026-11-02
Truist Financial Corp
DECREASED18,46018,527-670%$571.9K$559.5K-$12.4K2026-10-30
Blue Bell Private Wealth Management, LLC
INCREASED16,66113,974+2,687+19%$431.4K$505.0K+$73.6K2026-10-29
Joel Isaacson & Co., LLC
INCREASED13,98213,933+49+0%$430.1K$423.8K-$6.3K2026-11-05
Calamos Advisors LLC
INCREASED12,56511,779+786+7%$363.6K$380.8K+$17.2K2026-11-02
Allspring Global Investments Holdings, LLC
NEW9,015—+9,015——$273.2K—2026-11-04
PMG Family Office LLC
INCREASED8,2378,202+35+0%$253.2K$249.7K-$3.5K2026-10-19
Sowell Financial Services LLC
UNCHANGED7,4587,45800%$230.2K$226.1K-$4.2K2026-10-23
Lanark Financial, Inc.
DECREASED6,0706,210-140-2%$191.7K$184.0K-$7.7K2026-10-26
Fifth Third Bancorp
UNCHANGED5,2065,20600%$160.7K$157.8K-$2.9K2026-11-05
Parallel Advisors, LLC
INCREASED4,7694,700+69+1%$145.1K$144.5K-$5502026-11-03
Spire Wealth Management
INCREASED2,224185+2,039+1102%$5.7K$67.4K+$61.7K2026-10-30
Holos Integrated Wealth LLC
UNCHANGED1,3851,38500%$42.8K$41.8K-$1.1K2026-10-23
Harbour Investments, Inc.
UNCHANGED85485400%$26.4K$25.9K-$4782026-11-09
Farther Finance Advisors, LLC
UNCHANGED38538500%$11.9K$11.7K-$2162026-10-08
Allworth Financial LP
UNCHANGED34334300%$10.6K$10.6K$02026-11-06
JFS Wealth Advisors, LLC
UNCHANGED464600%$1.4K$1.4K-$262026-11-03
Ashton Thomas Securities, LLC
CLOSED06,480-6,480-100%$200.0K$0-$200.0K2026-10-26
Institute for Wealth Management, Llc.
CLOSED03,329-3,329-100%$102.8K$0-$102.8K2026-11-06
Axiom Investment Management LLC
CLOSED0833-833-100%$25.7K$0-$25.7K2026-11-03
US Bancorp \de\
CLOSED0225-225-100%$6.9K$0-$6.9K2026-11-05
GoalVest Advisory LLC
CLOSED0154-154-100%$4.8K$0-$4.8K2026-10-02
Assetmark, Inc
CLOSED0122-122-100%$3.8K$0-$3.8K2026-10-21
Highline Wealth Partners LLC
CLOSED0100-100-100%$3.1K$0-$3.1K2026-10-19
Karpus Management, Inc.
N/A—699,132-699,132-100%$21.6M———
1607 Capital Partners, LLC
N/A—590,526-590,526-100%$18.2M———
Guggenheim Capital LLC
N/A—212,936-212,936-100%$6.6M———
Morgan Stanley
N/A—183,536-183,536-100%$5.7M———
First Trust Advisors LP
N/A—129,129-129,129-100%$4.0M———
Wells Fargo & Company
N/A—107,277-107,277-100%$3.3M———
Bank of America Corp
N/A—98,884-98,884-100%$3.1M———
Advisors Asset Management, Inc.
N/A—96,662-96,662-100%$3.0M———
&partners
N/A—70,107-70,107-100%$2.2M———
Raymond James Financial Inc
N/A—63,634-63,634-100%$2.0M———
Ameriprise Financial Inc
N/A—56,615-56,615-100%$1.7M———
Stifel Financial Corp
N/A—52,501-52,501-100%$1.6M———
Astoria Portfolio Advisors Llc.
N/A—51,082-51,082-100%$1.6M———
Osaic Holdings, Inc.
N/A—34,270-34,270-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—33,473-33,473-100%$1.0M———
Royal Bank of Canada
N/A—32,158-32,158-100%$993.0K———
Cohen & Steers, Inc.
N/A—30,000-30,000-100%$926.0K———
UBS Group AG
N/A—27,174-27,174-100%$838.9K———
Waverly Advisors, LLC
N/A—22,826-22,826-100%$704.6K———
HRT Financial LP
N/A—21,335-21,335-100%$658.0K———
Private Advisor Group, LLC
N/A—20,946-20,946-100%$646.6K———
Dakota Wealth Management
N/A—19,575-19,575-100%$604.3K———
Benjamin Edwards Inc
N/A—19,302-19,302-100%$596.1K———
Invesco Ltd.
N/A—19,258-19,258-100%$594.5K———
Cetera Investment Advisers
N/A—15,124-15,124-100%$466.9K———
Hollencrest Capital Management
N/A—14,907-14,907-100%$460.2K———
Mutual Advisors, LLC
N/A—12,986-12,986-100%$400.9K———
Summit Financial, LLC
N/A—10,518-10,518-100%$324.7K———
Founders Financial Alliance, LLC
N/A—10,328-10,328-100%$318.8K———
Envestnet Asset Management Inc
N/A—9,612-9,612-100%$296.7K———
Steward Partners Investment Advisory, LLC
N/A—9,554-9,554-100%$294.9K———
NewEdge Advisors, LLC
N/A—4,626-4,626-100%$142.8K———
Northwestern Mutual Wealth Management Co
N/A—1,953-1,953-100%$60.3K———
Ancora Advisors LLCA
N/A—1,325-1,325-100%$40.9K———
Global Retirement Partners, LLC
N/A—1,075-1,075-100%$33.2K———
ESL Trust Services, LLC
N/A—500-500-100%$15.4K———
BlackRock, Inc.
N/A—91-91-100%$2.8K———
BFC Planning, Inc.
N/A—36-36-100%$1.1K———
Showing 75 of 75 institutions