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 |
|---|---|---|---|---|---|
| Montag & Caldwell, LLC | 55 | $481 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 91 | $796 | 0.00% | −123−57.5% | Reduced |
| Smartleaf Asset Management LLC | 100 | $873 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 159 | $1.39K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 200 | $1.75K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 250 | $2.19K | 0.00% | +250 | New |
| Caldwell Sutter Capital, Inc. | 296 | $2.59K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 305 | $2.67K | 0.00% | +7+2.3% | Added |
| Skopos Labs, Inc. | 334 | $2.92K | 0.00% | +334 | New |
| Hantz Financial Services, Inc. | 334 | $3.00K | 0.00% | +334 | New |
| Key Financial Inc | 349 | $3.05K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $3.37K | 0.00% | – | – |
| ORG Partners LLC | 390 | $3.42K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 429 | $3.75K | 0.00% | −7−1.6% | Reduced |
| Wood Tarver Financial Group, LLC | 842 | $7.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 850 | $7.44K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 900 | $7.88K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,000 | $8.75K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,060 | $9.27K | 0.01% | +25+2.4% | Added |
| GAMMA Investing LLC | 1,265 | $11.1K | 0.00% | −95−7.0% | Reduced |
| Parkside Financial Bank & Trust | 1,465 | $12.8K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,500 | $13.1K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,583 | $13.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,605 | $14.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,650 | $14.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,799 | $15.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,875 | $16.4K | 0.00% | +1,875 | New |
| EverSource Wealth Advisors, LLC | 2,253 | $19.7K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,333 | $20.4K | 0.00% | +2,333 | New |
| Geneos Wealth Management Inc. | 2,353 | $20.6K | 0.00% | +43+1.9% | Added |
| US Bancorp | 2,461 | $21.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $21.9K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2,648 | $23.2K | 0.01% | +2,648 | New |
| American Capital Advisory, LLC | 2,650 | $23.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,669 | $23.2K | 0.00% | +81+3.1% | Added |
| LRI Investments, LLC | 2,734 | $23.9K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $24.4K | 0.01% | +3,000 | New |
| Financial Management Professionals, Inc. | 2,828 | $24.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,900 | $25.4K | 0.00% | −4,000−58.0% | Reduced |
| IFP Advisors, Inc | 2,971 | $26.0K | 0.00% | +1,271+74.8% | Added |
| MAI Capital Management | 3,146 | $27.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,206 | $28.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,350 | $29.3K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3,630 | $31.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,990 | $34.9K | 0.01% | +92+2.4% | Added |
| Barrett & Company, Inc. | 4,350 | $38.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4,538 | $39.7K | 0.00% | +585+14.8% | Added |
| Pinnacle Bancorp, Inc. | 4,623 | $40.5K | 0.01% | +4,623 | New |
| HHM Wealth Advisors, LLC | 4,932 | $43.2K | 0.01% | +102+2.1% | Added |
| Cypress Capital Management LLC (WY) | 5,000 | $43.8K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $43.8K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 5,000 | $43.8K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,187 | $54.1K | 0.00% | +143+2.4% | Added |
| Millstone Evans Group, LLC | 6,390 | $55.9K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,500 | $56.9K | 0.00% | +6,500 | New |
| Optimum Investment Advisors | 6,552 | $57.3K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 6,650 | $58.2K | 0.04% | +6,650 | New |
| Caldwell Trust Co | 6,749 | $59.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 6,992 | $61.2K | 0.00% | −1,616−18.8% | Reduced |
| Gen-Wealth Partners Inc | 7,800 | $68.3K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,998 | $69.0K | 0.01% | +20+0.3% | Added |
| Activest Wealth Management | 8,158 | $71.4K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 8,613 | $75.4K | 0.04% | +199+2.4% | Added |
| CIBC Private Wealth Group, LLC | 8,715 | $76.3K | 0.00% | +107+1.2% | Added |
| Citigroup Inc | 8,855 | $77.5K | 0.00% | +64+0.7% | Added |
| Bryn Mawr Trust Co | 9,000 | $78.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9,218 | $80.7K | 0.01% | −4,199−31.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 9,700 | $84.9K | 0.00% | −200−2.0% | Reduced |
| Parallel Advisors, LLC | 9,819 | $85.9K | 0.00% | +3,982+68.2% | Added |
| Ronald Blue Trust, Inc. | 10,000 | $87.5K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 10,000 | $87.5K | 0.06% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 10,125 | $88.6K | 0.02% | +10,125 | New |
| Princeton Global Asset Management LLC | 10,526 | $92.1K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10,685 | $93.5K | 0.01% | +10,685 | New |
| Wealthcare Advisory Partners LLC | 10,771 | $94.2K | 0.00% | +10,771 | New |
| Badgley Phelps Wealth Managers, LLC | 10,896 | $95.3K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 10,966 | $96.0K | 0.01% | +252+2.4% | Added |
| Wealth Alliance | 11,069 | $96.8K | 0.01% | −518−4.5% | Reduced |
| Investment Partners Asset Management, Inc. | 11,184 | $97.9K | 0.07% | −1,000−8.2% | Reduced |
| Perennial Investment Advisors, LLC | 11,384 | $99.6K | 0.01% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $100.5K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $100.6K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $100.6K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 11,710 | $102.5K | 0.01% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 11,935 | $104.4K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 12,082 | $105.7K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 12,173 | $106.5K | 0.00% | −5,000−29.1% | Reduced |
| Traphagen Investment Advisors LLC | 12,315 | $107.8K | 0.01% | +65+0.5% | Added |
| Waterfront Wealth Inc. | 12,569 | $110.0K | 0.02% | +11+0.1% | Added |
| SK Wealth Management, LLC | 12,504 | $111.0K | 0.05% | +288+2.4% | Added |
| Harbour Investments, Inc. | 12,800 | $112.0K | 0.00% | +2,850+28.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,126 | $114.9K | 0.02% | +13,126 | New |
| Lido Advisors, LLC | 13,209 | $115.6K | 0.00% | +13,209 | New |
| VSM Wealth Advisory, LLC | 13,408 | $117.3K | 0.04% | +193+1.5% | Added |
| Catalina Capital Group, LLC | 13,971 | $122.2K | 0.08% | −24−0.2% | Reduced |
| Van Hulzen Asset Management, LLC | 14,350 | $125.6K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 14,895 | $130.3K | 0.01% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 14,945 | $130.8K | 0.06% | +344+2.4% | Added |