Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG- Exchange
- NYSE
- SEC CIK
- 0001379438
No open-market purchases or sales by Eaton Vance Tax-Managed Global Diversified Equity Income Fund insiders were filed in the last 90 days; 298 institutions reported holding it in 13F filings for Q2 2026, worth $662.9M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 275
- +18 vs. Q1 2025
- Shares held
- 67.8M
- +208.9K (+0.3%) vs. Q1 2025
- Total value
- $593.0M
- +$42.5M (+7.7%) vs. Q1 2025
- New holders
- 30
- 88 more added
- Sold out
- 12
- 65 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EXG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 298 | $662.9M |
| Q1 2026 | 297 | $578.5M |
| Q4 2025 | 289 | $644.0M |
| Q3 2025 | 267 | $613.5M |
| Q2 2025 | 275 | $593.0M |
| Q1 2025 | 259 | $551.5M |
| Q4 2024 | 277 | $552.8M |
| Q3 2024 | 258 | $599.9M |
| Q2 2024 | 251 | $586.3M |
| Q1 2024 | 241 | $557.9M |
| Q4 2023 | 246 | $494.4M |
| Q3 2023 | 232 | $435.8M |
| Q2 2023 | 224 | $448.8M |
| Q1 2023 | 232 | $430.6M |
| Q4 2022 | 231 | $399.9M |
| Q3 2022 | 208 | $372.7M |
| Q2 2022 | 231 | $409.3M |
| Q1 2022 | 231 | $523.5M |
| Q4 2021 | 208 | $558.5M |
| Q3 2021 | 189 | $529.9M |
| Q2 2021 | 189 | $558.5M |
| Q1 2021 | 186 | $531.8M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 23,533,001 | $205.9M | 0.01% | +449,985+1.9% | Added |
| Invesco Ltd. | 3,920,321 | $34.3M | 0.01% | −424,386−9.8% | Reduced |
| LPL Financial LLC | 3,001,379 | $26.3M | 0.01% | +352,593+13.3% | Added |
| Bank of America Corp | 2,700,110 | $23.6M | 0.00% | +43,437+1.6% | Added |
| Raymond James Financial Inc | 2,307,951 | $20.2M | 0.01% | +69,927+3.1% | Added |
| Karpus Management, Inc. | 1,858,987 | $16.3M | 0.52% | −626,776−25.2% | Reduced |
| 1607 Capital Partners, LLC | 1,398,097 | $12.2M | 0.99% | −809,839−36.7% | Reduced |
| Royal Bank of Canada | 1,389,498 | $12.2M | 0.00% | −16,596−1.2% | Reduced |
| Advisors Asset Management, Inc. | 1,356,482 | $11.9M | 0.21% | −59,464−4.2% | Reduced |
| Stifel Financial Corp | 1,352,442 | $11.8M | 0.01% | +33,752+2.6% | Added |
| Wells Fargo & Company | 1,348,619 | $11.8M | 0.00% | +37,790+2.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,275,194 | $11.2M | 0.02% | −260,658−17.0% | Reduced |
| Guggenheim Capital LLC | 1,205,373 | $10.5M | 0.09% | +80,849+7.2% | Added |
| Commonwealth Equity Services, LLC | 1,180,610 | $10.3M | 0.01% | −1,956−0.2% | Reduced |
| Cohen & Steers, Inc. | 1,024,690 | $8.97M | 0.02% | +15,000+1.5% | Added |
| Ameriprise Financial Inc | 952,594 | $8.32M | 0.00% | +80,118+9.2% | Added |
| Formidable Asset Management, LLC | 1,022,041 | $8.32M | 1.39% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 831,569 | $7.28M | 0.01% | +81,128+10.8% | Added |
| UBS Group AG | 701,832 | $6.14M | 0.00% | +5,405+0.8% | Added |
| Snowden Capital Advisors LLC | 662,922 | $5.80M | 0.17% | −23,551−3.4% | Reduced |
| Prosperity Consulting Group, LLC | 653,612 | $5.72M | 0.42% | +49,562+8.2% | Added |
| Janney Montgomery Scott LLC | 636,755 | $5.57M | 0.01% | +12,701+2.0% | Added |
| Penserra Capital Management LLC | 605,566 | $5.30M | 0.07% | +17,893+3.0% | Added |
| Focused Wealth Management, Inc | 548,803 | $4.80M | 0.59% | −1,530−0.3% | Reduced |
| SAM Advisors, LLC | 507,381 | $4.44M | 1.54% | +507,381 | New |
| Advisor Group Holdings, Inc. | 496,064 | $4.34M | 0.01% | +14,718+3.1% | Added |
| CoreCap Advisors, LLC | 417,093 | $3.65M | 0.15% | −2,371−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 392,716 | $3.44M | 0.01% | +16,062+4.3% | Added |
| Polar Asset Management Partners Inc. | 303,444 | $2.66M | 0.07% | +7,094+2.4% | Added |
| KMG Fiduciary Partners, LLC | 292,159 | $2.56M | 0.19% | +29,499+11.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 288,560 | $2.52M | 0.01% | −24,348−7.8% | Reduced |
| Envestnet Asset Management Inc | 285,790 | $2.50M | 0.00% | +877+0.3% | Added |
| Cerity Partners LLC | 280,010 | $2.45M | 0.00% | +258,510+1,202.4% | Added |
| Kestra Advisory Services, LLC | 252,181 | $2.21M | 0.01% | +91,794+57.2% | Added |
| Park Avenue Securities LLC | 235,465 | $2.06M | 0.02% | −3,579−1.5% | Reduced |
| Marks Group Wealth Management, Inc | 230,456 | $2.02M | 0.19% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 216,811 | $1.90M | 0.02% | +117,765+118.9% | Added |
| Blair William & Co | 196,975 | $1.72M | 0.00% | −100−0.1% | Reduced |
| Cetera Investment Advisers | 192,722 | $1.69M | 0.00% | −2,254−1.2% | Reduced |
| Truist Financial Corp | 191,038 | $1.67M | 0.00% | −7,216−3.6% | Reduced |
| Avestar Capital, LLC | 189,700 | $1.66M | 0.12% | +300+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 172,097 | $1.51M | 0.00% | −2,768−1.6% | Reduced |
| Comerica Bank | 160,968 | $1.41M | 0.01% | −7,619−4.5% | Reduced |
| Pointe Capital Management LLC | 159,532 | $1.40M | 0.72% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 149,839 | $1.31M | 0.35% | 00.0% | Unchanged |
| Principal Securities, Inc. | 142,892 | $1.25M | 0.02% | +17,922+14.3% | Added |
| Goldman Sachs Group Inc | 142,361 | $1.25M | 0.00% | +14,100+11.0% | Added |
| Jane Street Group, LLC | 129,360 | $1.13M | 0.00% | +93,891+264.7% | Added |
| Mariner, LLC | 126,392 | $1.11M | 0.00% | +107,562+571.2% | Added |
| Steward Partners Investment Advisory, LLC | 118,675 | $1.04M | 0.01% | −1,548−1.3% | Reduced |
| Allworth Financial LP | 118,283 | $1.03M | 0.00% | +116,076+5,259.4% | Added |
| one8zero8, LLC | 118,000 | $1.03M | 0.24% | −17,550−12.9% | Reduced |
| Clarius Group, LLC | 107,906 | $944.2K | 0.06% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 107,434 | $940.0K | 0.04% | −5,512−4.9% | Reduced |
| Sanctuary Advisors, LLC | 107,121 | $937.3K | 0.01% | +1,024+1.0% | Added |
| GWM Advisors LLC | 104,546 | $914.8K | 0.00% | −12,215−10.5% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 104,187 | $911.6K | 0.73% | +10,415+11.1% | Added |
| Northstar Advisory Group, LLC | 102,214 | $894.4K | 0.44% | +2,944+3.0% | Added |
| Thrivent Financial for Lutherans | 99,725 | $873.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 99,037 | $866.6K | 0.01% | +26,198+36.0% | Added |
| Two Sigma Investments, LP | 96,729 | $846.4K | 0.00% | +96,729 | New |
| Centaurus Financial, Inc. | 91,793 | $803.0K | 0.05% | −9,271−9.2% | Reduced |
| D.A. Davidson & Co. | 89,583 | $783.9K | 0.01% | −701−0.8% | Reduced |
| J.W. Cole Advisors, Inc. | 89,178 | $780.3K | 0.02% | +22,525+33.8% | Added |
| Leo Wealth, LLC | 88,886 | $777.8K | 0.06% | 00.0% | Unchanged |
| CNH Partners LLC | 88,564 | $774.9K | 0.02% | −573,463−86.6% | Reduced |
| Bearing Point Capital, LLC | 86,000 | $752.5K | 0.14% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 80,625 | $705.5K | 0.08% | −300−0.4% | Reduced |
| Winebrenner Capital Management LLC | 80,000 | $700.0K | 0.56% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 75,440 | $660.1K | 0.01% | +643+0.9% | Added |
| International Assets Investment Management, LLC | 71,954 | $629.6K | 0.05% | +8,200+12.9% | Added |
| EP Wealth Advisors, LLC | 69,090 | $604.5K | 0.00% | +69,090 | New |
| Colony Group, LLC | 68,414 | $598.6K | 0.00% | +27,871+68.7% | Added |
| IFC Advisors LLC | 66,534 | $582.2K | 0.11% | +66,534 | New |
| Merit Financial Group, LLC | 64,782 | $566.8K | 0.01% | +5,318+8.9% | Added |
| MML Investors Services, LLC | 64,075 | $561.0K | 0.00% | +2,441+4.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 63,171 | $561.0K | 0.00% | +6,382+11.2% | Added |
| CI Private Wealth, LLC | 64,068 | $560.6K | 0.00% | −78−0.1% | Reduced |
| Atria Wealth Solutions, Inc. | 63,736 | $557.7K | 0.01% | +30,307+90.7% | Added |
| Elequin Capital LP | 61,257 | $536.0K | 0.07% | +61,257 | New |
| The PNC Financial Services Group, Inc. | 60,304 | $527.7K | 0.00% | −41,240−40.6% | Reduced |
| Dakota Wealth Management | 59,525 | $520.8K | 0.01% | −17,735−23.0% | Reduced |
| Summit Financial, LLC | 57,122 | $499.8K | 0.01% | +57,122 | New |
| Independent Financial Group, LLC | 56,632 | $495.5K | 0.01% | −2,175−3.7% | Reduced |
| Calamos Advisors LLC | 56,104 | $490.9K | 0.00% | −4,878−8.0% | Reduced |
| MGB Wealth Management, LLC | 55,968 | $489.7K | 0.16% | −56,676−50.3% | Reduced |
| David J Yvars Group | 55,489 | $484.9K | 0.28% | +3,805+7.4% | Added |
| Kovack Advisors, Inc. | 52,949 | $463.3K | 0.05% | +5,959+12.7% | Added |
| Wealth Effects LLC | 51,567 | $451.2K | 0.17% | −682−1.3% | Reduced |
| Ameritas Advisory Services, LLC | 48,497 | $424.4K | 0.02% | −23,322−32.5% | Reduced |
| Investmark Advisory Group LLC | 48,340 | $423.0K | 0.20% | +643+1.3% | Added |
| Arkadios Wealth Advisors | 47,060 | $411.8K | 0.01% | 00.0% | Unchanged |
| Avory & Company, LLC | 47,060 | $411.8K | 0.25% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 46,361 | $405.7K | 0.02% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 46,175 | $404.0K | 0.31% | +2,624+6.0% | Added |
| Farther Finance Advisors, LLC | 46,091 | $403.3K | 0.01% | +8,959+24.1% | Added |
| Wedbush Securities Inc | 46,070 | $403.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 45,650 | $399.4K | 0.08% | +30,901+209.5% | Added |
| Baker Avenue Asset Management, LP | 44,500 | $389.4K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 42,206 | $369.3K | 0.00% | −7,186−14.5% | Reduced |