Eaton Vance T/A GLBL DVD OppETO

13F holders, Q3 2025 (September 30)
71holders +8
11new positions
4sold out
$27.56avg. 13F price*

At the end of Q3 2025, 71 institutions reported holding Eaton Vance T/A GLBL DVD Opp (ETO) in their 13F filings, up 8 from Q2 2025. 11 opened new positions and 4 sold out. The largest holders were Karpus Management, Inc. ($17.2M), 1607 Capital Partners, LLC ($6.1M) and Cornerstone Advisors, LLC ($5.4M).

Company
Eaton Vance T/A GLBL DVD Opp
CUSIP
27828U106
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 58Q1 2024Q2 2024: 60Q2 2024Q3 2024: 64Q3 2024Q4 2024: 58Q4 2024Q1 2025: 57Q1 2025Q2 2025: 63Q2 2025Q3 2025: 71Q3 2025Q4 2025: 70Q4 2025Q1 2026: 67Q1 2026Q2 2026: 74Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions11$1.5M
Exits4$650K

All 13F filers, Q2 2025 → Q3 2025: 194,594 shares bought and 169,435 shares sold, net +25,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 71 holders

Karpus Management, Inc. 0.55% Reduce -3.0% 624,947 $17.2M
1607 Capital Partners, LLC 0.46% Reduce -13.4% 220,578 $6.1M
Cornerstone Advisors, LLC 0.18% Reduce -10.1% 195,676 $5.4M
Advisors Asset Management, Inc. 0.08% Reduce -3.6% 172,458 $4.8M
Morgan Stanley 0.00% Add +7.7% 147,061 $4.1M
Flagship Harbor Advisors, LLC 0.16% Add +0.7% 130,367 $3.6M
LPL Financial LLC 0.00% Add +4.2% 127,059 $3.5M
First Trust Advisors LP 0.00% Add +16.4% 118,719 $3.3M
Wells Fargo & Company 0.00% Add +18.1% 112,873 $3.1M
Guggenheim Capital LLC 0.02% Add +85.3% 102,968 $2.8M
Shaker Financial Services, LLC 0.92% Add +12.9% 97,146 $2.7M
Bank of America Corp. 0.00% Reduce -18.4% 87,255 $2.4M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -2.2% 80,391 $2.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.2% 73,379 $2.0M
Raymond James Financial Inc. 0.00% Reduce -16.1% 64,772 $1.8M
Royal Bank of Canada 0.00% Reduce -3.2% 63,701 $1.8M
Formidable Asset Management, LLC 0.25% Reduce -3.6% 58,873 $1.6M
Ameriprise Financial Inc. 0.00% Add +2.1% 57,999 $1.6M
Stifel Financial Corp. 0.00% Reduce -5.1% 43,304 $1.2M
Rockefeller Capital Management L.P. 0.00% Add +4.3% 30,473 $840K
Invesco Ltd. 0.00% Reduce -6.5% 29,607 $816K
UBS Group AG 0.00% Add +0.2% 27,060 $746K
Benjamin Edwards Inc. 0.01% Reduce -21.2% 26,577 $733K
Creative Planning 0.00% Add +5.3% 25,484 $702K
&partners 0.00% Add +12.6% 24,265 $669K
Osaic Holdings, Inc. 0.00% Add +4.5% 23,714 $650K
Two Sigma Investments, LP 0.00% Reduce -21.6% 22,724 $626K
Mercer Global Advisors Inc. 0.00% New 21,496 $592K
Silver Oak Securities, Incorporated 0.04% Add +13.2% 21,460 $591K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.4% 18,334 $505K
Truist Financial Corp. 0.00% Add +0.9% 18,312 $505K
Cetera Investment Advisers 0.00% Add +79.6% 15,951 $440K
Hollencrest Capital Management 0.02% Reduce -6.1% 15,365 $423K
Joel Isaacson & Co., LLC 0.01% Add +0.4% 14,302 $394K
Dakota Wealth Management 0.01% Reduce -5.4% 13,350 $368K
Mutual Advisors, LLC 0.01% Reduce -1.2% 12,991 $362K
Summit Financial, LLC 0.01% New 13,058 $360K
NewEdge Advisors, LLC 0.00% Add +2.6% 12,984 $358K
PNC Financial Services Group, Inc. 0.00% No change 12,944 $357K
Founders Financial Alliance, LLC 0.06% Add +25.7% 11,237 $310K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -1.2% 10,579 $292K
Private Advisor Group, LLC 0.00% Reduce -14.1% 10,464 $288K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.0% 10,158 $280K
Corient Private Wealth LP 0.00% Reduce -6.5% 10,002 $276K
Commonwealth Equity Services, LLC 0.00% Add +1.6% 9,819 $271K
Wolverine Asset Management LLC 0.02% Add +2027.8% 8,511 $235K
PMG Family Office LLC 0.24% — 7,835 $216K
NWF Advisory Services Inc. 0.02% Reduce -0.6% 7,718 $213K
Ashton Thomas Securities, LLC 0.03% Reduce -28.1% 7,690 $212K
Readystate Asset Management LP 0.02% New 7,576 $209K
Sowell Financial Services LLC 0.01% No change 7,477 $206K
EverSource Wealth Advisors, LLC 0.01% New 7,342 $202K
Comerica Bank 0.00% No change 5,413 $149K
Lanark Financial, Inc. 0.01% Add +151.3% 4,945 $136K
Parallel Advisors, LLC 0.00% Add +1.4% 4,935 $136K
Northwestern Mutual Wealth Management Co. 0.00% No change 1,900 $52K
Advisory Services Network, LLC 0.00% New 1,400 $39K
Ancora Advisors LLC 0.00% No change 1,325 $37K
US Bancorp \de 0.00% No change 1,175 $32K
Global Retirement Partners, LLC 0.00% No change 1,075 $30K
Principal Securities, Inc. 0.00% Add +4.8% 966 $27K
Wealthspire Advisors, LLC 0.00% New 628 $17K
ESL Trust Services, LLC 0.00% New 500 $14K
Allworth Financial LP 0.00% Add +52.0% 485 $13K
Farther Finance Advisors, LLC 0.00% New 450 $12K
NFSG Corp 0.00% No change 372 $10K
Spire Wealth Management 0.00% No change 300 $8K
Cwm, LLC 0.00% No change 286 $8K
GoalVest Advisory LLC 0.00% New 154 $4K
Russell Investments Group, Ltd. 0.00% New 150 $4K
Highline Wealth Partners LLC 0.00% New 100 $3K

"% of holder's portfolio" is ETO's weight in each manager's 13F, not the share of Eaton Vance T/A GLBL DVD Opp the manager owns.