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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 15,031 | $132.0K | 0.01% | +15,031 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,230 | $133.3K | 0.00% | +15,230 | New |
| Fiduciary Trust Co | 15,377 | $134.5K | 0.00% | 00.0% | Unchanged |
| Capital CS Group, LLC | 15,399 | $134.7K | 0.22% | +168+1.1% | Added |
| Newbridge Financial Services Group, Inc. | 15,708 | $137.4K | 0.02% | +15,708 | New |
| Warren Averett Asset Management, LLC | 15,811 | $138.3K | 0.00% | −506−3.1% | Reduced |
| Parisi Gray Wealth Management | 15,962 | $139.7K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 16,880 | $147.7K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 17,002 | $148.8K | 0.00% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 17,200 | $150.5K | 0.06% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 17,242 | $150.9K | 0.01% | +6,100+54.7% | Added |
| National Asset Management, Inc. | 17,256 | $151.0K | 0.01% | −905−5.0% | Reduced |
| WealthBridge Capital Management, LLC | 17,257 | $151.0K | 0.04% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 17,369 | $152.0K | 0.09% | −6,000−25.7% | Reduced |
| KPP Advisory Services LLC | 17,710 | $155.0K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 17,936 | $156.9K | 0.02% | 00.0% | Unchanged |
| Bank of Stockton | 18,000 | $157.5K | 0.05% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 18,081 | $158.2K | 0.04% | +317+1.8% | Added |
| Fortress Private Ledger, LLC | 18,215 | $159.4K | 0.07% | −4,382−19.4% | Reduced |
| First Heartland Consultants, Inc. | 18,251 | $159.7K | 0.01% | 00.0% | Unchanged |
| Retirement Solution Inc. | 18,693 | $163.6K | 0.04% | +18,693 | New |
| Empower Advisory Group, LLC | 19,000 | $166.3K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,133 | $167.4K | 0.00% | 00.0% | Unchanged |
| MBL Wealth, LLC | 19,150 | $167.6K | 0.02% | +19,150 | New |
| Venture Visionary Partners LLC | 19,300 | $168.9K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 19,533 | $170.9K | 0.00% | −4,799−19.7% | Reduced |
| Diversified Portfolios, Inc. | 19,900 | $174.1K | 0.02% | +19,900 | New |
| Heritage Wealth Management, Inc. | 20,135 | $176.2K | 0.06% | −3,750−15.7% | Reduced |
| Insigneo Advisory Services, LLC | 20,591 | $180.2K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 20,596 | $180.2K | 0.02% | +174+0.9% | Added |
| IFG Advisory, LLC | 20,937 | $183.2K | 0.01% | +20,937 | New |
| Moors & Cabot, Inc. | 21,162 | $185.2K | 0.01% | −6,155−22.5% | Reduced |
| Kestra Private Wealth Services, LLC | 21,270 | $186.1K | 0.00% | −451−2.1% | Reduced |
| Flagship Harbor Advisors, LLC | 21,547 | $188.5K | 0.01% | −170−0.8% | Reduced |
| Stratos Wealth Partners, LTD. | 21,801 | $190.8K | 0.00% | +1,178+5.7% | Added |
| Commons Capital, LLC | 22,784 | $199.4K | 0.15% | +245+1.1% | Added |
| Warther Private Wealth, LLC | 23,675 | $207.2K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 24,024 | $210.2K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 24,664 | $215.8K | 0.00% | +24,664 | New |
| SeaCrest Wealth Management, LLC | 24,738 | $216.5K | 0.02% | −2,718−9.9% | Reduced |
| Successful Portfolios LLC | 24,794 | $216.9K | 0.13% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 25,029 | $219.0K | 0.01% | −542−2.1% | Reduced |
| Horan Securities, Inc. | 25,790 | $225.7K | 0.08% | +173+0.7% | Added |
| Apollon Wealth Management, LLC | 25,952 | $227.1K | 0.00% | +1,308+5.3% | Added |
| Mendel Capital Management LLC | 26,700 | $233.6K | 0.13% | −6,800−20.3% | Reduced |
| Mission Wealth Management, LP | 27,214 | $238.1K | 0.01% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 27,431 | $240.0K | 0.12% | −5,000−15.4% | Reduced |
| Stonebridge Financial Planning Group, LLC | 27,881 | $244.0K | 0.10% | +66+0.2% | Added |
| Natixis Advisors, L.P. | 27,990 | $245.0K | 0.00% | −1,317−4.5% | Reduced |
| HBK Sorce Advisory LLC | 28,301 | $247.6K | 0.01% | +4,956+21.2% | Added |
| Private Advisor Group, LLC | 28,670 | $250.9K | 0.00% | −997−3.4% | Reduced |
| Brown Advisory Inc | 29,279 | $256.2K | 0.00% | +13,500+85.6% | Added |
| Focus Financial Network, Inc. | 29,381 | $257.1K | 0.01% | +4,911+20.1% | Added |
| Silverlake Wealth Management LLC | 29,629 | $259.3K | 0.08% | 00.0% | Unchanged |
| Diligent Investors, LLC | 30,437 | $266.3K | 0.06% | −837−2.7% | Reduced |
| Amplius Wealth Advisors, LLC | 31,500 | $275.6K | 0.03% | +11,500+57.5% | Added |
| Garden State Investment Advisory Services LLC | 31,656 | $277.0K | 0.07% | +71+0.2% | Added |
| Change Path, LLC | 32,600 | $285.3K | 0.01% | −5,700−14.9% | Reduced |
| Benjamin Edwards Inc | 32,860 | $287.5K | 0.00% | +2,230+7.3% | Added |
| MKT Advisors LLC | 33,211 | $291.6K | 0.12% | −1,700−4.9% | Reduced |
| Commerce Bank | 33,531 | $293.4K | 0.00% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 34,641 | $303.1K | 0.20% | +799+2.4% | Added |
| Stockman Wealth Management, Inc. | 34,679 | $303.4K | 0.04% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 35,659 | $312.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 36,120 | $316.0K | 0.00% | +8,276+29.7% | Added |
| Cranbrook Wealth Management, LLC | 36,924 | $323.1K | 0.07% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 37,500 | $328.1K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 37,978 | $332.3K | 0.00% | −1,057−2.7% | Reduced |
| Captrust Financial Advisors | 38,403 | $336.0K | 0.00% | +20,402+113.3% | Added |
| Sunpointe, LLC | 38,665 | $338.3K | 0.13% | −100−0.3% | Reduced |
| Post Resch Tallon Group Inc. | 39,871 | $348.9K | 0.34% | +8,659+27.7% | Added |
| Sunbelt Securities, Inc. | 42,765 | $349.4K | 0.03% | +29,352+218.8% | Added |
| Saxon Interests, Inc. | 43,895 | $357.3K | 0.17% | 00.0% | Unchanged |
| PFG Investments, LLC | 41,699 | $364.9K | 0.02% | +32+0.1% | Added |
| Shaker Financial Services, LLC | 41,840 | $366.1K | 0.13% | +41,840 | New |
| Kovitz Investment Group Partners, LLC | 42,206 | $369.3K | 0.00% | −7,186−14.5% | Reduced |
| Baker Avenue Asset Management, LP | 44,500 | $389.4K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 45,650 | $399.4K | 0.08% | +30,901+209.5% | Added |
| Wedbush Securities Inc | 46,070 | $403.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 46,091 | $403.3K | 0.01% | +8,959+24.1% | Added |
| Integrated Capital Management, Inc. | 46,175 | $404.0K | 0.31% | +2,624+6.0% | Added |
| Atomi Financial Group, Inc. | 46,361 | $405.7K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 47,060 | $411.8K | 0.01% | 00.0% | Unchanged |
| Avory & Company, LLC | 47,060 | $411.8K | 0.25% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 48,340 | $423.0K | 0.20% | +643+1.3% | Added |
| Ameritas Advisory Services, LLC | 48,497 | $424.4K | 0.02% | −23,322−32.5% | Reduced |
| Wealth Effects LLC | 51,567 | $451.2K | 0.17% | −682−1.3% | Reduced |
| Kovack Advisors, Inc. | 52,949 | $463.3K | 0.05% | +5,959+12.7% | Added |
| David J Yvars Group | 55,489 | $484.9K | 0.28% | +3,805+7.4% | Added |
| MGB Wealth Management, LLC | 55,968 | $489.7K | 0.16% | −56,676−50.3% | Reduced |
| Calamos Advisors LLC | 56,104 | $490.9K | 0.00% | −4,878−8.0% | Reduced |
| Independent Financial Group, LLC | 56,632 | $495.5K | 0.01% | −2,175−3.7% | Reduced |
| Summit Financial, LLC | 57,122 | $499.8K | 0.01% | +57,122 | New |
| Dakota Wealth Management | 59,525 | $520.8K | 0.01% | −17,735−23.0% | Reduced |
| The PNC Financial Services Group, Inc. | 60,304 | $527.7K | 0.00% | −41,240−40.6% | Reduced |
| Elequin Capital LP | 61,257 | $536.0K | 0.07% | +61,257 | New |
| Atria Wealth Solutions, Inc. | 63,736 | $557.7K | 0.01% | +30,307+90.7% | Added |
| CI Private Wealth, LLC | 64,068 | $560.6K | 0.00% | −78−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 63,171 | $561.0K | 0.00% | +6,382+11.2% | Added |
| MML Investors Services, LLC | 64,075 | $561.0K | 0.00% | +2,441+4.0% | Added |