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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 64,782 | $566.8K | 0.01% | +5,318+8.9% | Added |
| IFC Advisors LLC | 66,534 | $582.2K | 0.11% | +66,534 | New |
| Colony Group, LLC | 68,414 | $598.6K | 0.00% | +27,871+68.7% | Added |
| EP Wealth Advisors, LLC | 69,090 | $604.5K | 0.00% | +69,090 | New |
| International Assets Investment Management, LLC | 71,954 | $629.6K | 0.05% | +8,200+12.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 75,440 | $660.1K | 0.01% | +643+0.9% | Added |
| Winebrenner Capital Management LLC | 80,000 | $700.0K | 0.56% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 80,625 | $705.5K | 0.08% | −300−0.4% | Reduced |
| Bearing Point Capital, LLC | 86,000 | $752.5K | 0.14% | 00.0% | Unchanged |
| CNH Partners LLC | 88,564 | $774.9K | 0.02% | −573,463−86.6% | Reduced |
| Leo Wealth, LLC | 88,886 | $777.8K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 89,178 | $780.3K | 0.02% | +22,525+33.8% | Added |
| D.A. Davidson & Co. | 89,583 | $783.9K | 0.01% | −701−0.8% | Reduced |
| Centaurus Financial, Inc. | 91,793 | $803.0K | 0.05% | −9,271−9.2% | Reduced |
| Two Sigma Investments, LP | 96,729 | $846.4K | 0.00% | +96,729 | New |
| Oppenheimer & Co Inc | 99,037 | $866.6K | 0.01% | +26,198+36.0% | Added |
| Thrivent Financial for Lutherans | 99,725 | $873.0K | 0.00% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 102,214 | $894.4K | 0.44% | +2,944+3.0% | Added |
| Morey & Quinn Wealth Partners, LLC | 104,187 | $911.6K | 0.73% | +10,415+11.1% | Added |
| GWM Advisors LLC | 104,546 | $914.8K | 0.00% | −12,215−10.5% | Reduced |
| Sanctuary Advisors, LLC | 107,121 | $937.3K | 0.01% | +1,024+1.0% | Added |
| Steel Peak Wealth Management LLC | 107,434 | $940.0K | 0.04% | −5,512−4.9% | Reduced |
| Clarius Group, LLC | 107,906 | $944.2K | 0.06% | 00.0% | Unchanged |
| one8zero8, LLC | 118,000 | $1.03M | 0.24% | −17,550−12.9% | Reduced |
| Allworth Financial LP | 118,283 | $1.03M | 0.00% | +116,076+5,259.4% | Added |
| Steward Partners Investment Advisory, LLC | 118,675 | $1.04M | 0.01% | −1,548−1.3% | Reduced |
| Mariner, LLC | 126,392 | $1.11M | 0.00% | +107,562+571.2% | Added |
| Jane Street Group, LLC | 129,360 | $1.13M | 0.00% | +93,891+264.7% | Added |
| Goldman Sachs Group Inc | 142,361 | $1.25M | 0.00% | +14,100+11.0% | Added |
| Principal Securities, Inc. | 142,892 | $1.25M | 0.02% | +17,922+14.3% | Added |
| High Net Worth Advisory Group LLC | 149,839 | $1.31M | 0.35% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 159,532 | $1.40M | 0.72% | 00.0% | Unchanged |
| Comerica Bank | 160,968 | $1.41M | 0.01% | −7,619−4.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 172,097 | $1.51M | 0.00% | −2,768−1.6% | Reduced |
| Avestar Capital, LLC | 189,700 | $1.66M | 0.12% | +300+0.2% | Added |
| Truist Financial Corp | 191,038 | $1.67M | 0.00% | −7,216−3.6% | Reduced |
| Cetera Investment Advisers | 192,722 | $1.69M | 0.00% | −2,254−1.2% | Reduced |
| Blair William & Co | 196,975 | $1.72M | 0.00% | −100−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 216,811 | $1.90M | 0.02% | +117,765+118.9% | Added |
| Marks Group Wealth Management, Inc | 230,456 | $2.02M | 0.19% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 235,465 | $2.06M | 0.02% | −3,579−1.5% | Reduced |
| Kestra Advisory Services, LLC | 252,181 | $2.21M | 0.01% | +91,794+57.2% | Added |
| Cerity Partners LLC | 280,010 | $2.45M | 0.00% | +258,510+1,202.4% | Added |
| Envestnet Asset Management Inc | 285,790 | $2.50M | 0.00% | +877+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 288,560 | $2.52M | 0.01% | −24,348−7.8% | Reduced |
| KMG Fiduciary Partners, LLC | 292,159 | $2.56M | 0.19% | +29,499+11.2% | Added |
| Polar Asset Management Partners Inc. | 303,444 | $2.66M | 0.07% | +7,094+2.4% | Added |
| Rockefeller Capital Management L.P. | 392,716 | $3.44M | 0.01% | +16,062+4.3% | Added |
| CoreCap Advisors, LLC | 417,093 | $3.65M | 0.15% | −2,371−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 496,064 | $4.34M | 0.01% | +14,718+3.1% | Added |
| SAM Advisors, LLC | 507,381 | $4.44M | 1.54% | +507,381 | New |
| Focused Wealth Management, Inc | 548,803 | $4.80M | 0.59% | −1,530−0.3% | Reduced |
| Penserra Capital Management LLC | 605,566 | $5.30M | 0.07% | +17,893+3.0% | Added |
| Janney Montgomery Scott LLC | 636,755 | $5.57M | 0.01% | +12,701+2.0% | Added |
| Prosperity Consulting Group, LLC | 653,612 | $5.72M | 0.42% | +49,562+8.2% | Added |
| Snowden Capital Advisors LLC | 662,922 | $5.80M | 0.17% | −23,551−3.4% | Reduced |
| UBS Group AG | 701,832 | $6.14M | 0.00% | +5,405+0.8% | Added |
| HighTower Advisors, LLC | 831,569 | $7.28M | 0.01% | +81,128+10.8% | Added |
| Formidable Asset Management, LLC | 1,022,041 | $8.32M | 1.39% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 952,594 | $8.32M | 0.00% | +80,118+9.2% | Added |
| Cohen & Steers, Inc. | 1,024,690 | $8.97M | 0.02% | +15,000+1.5% | Added |
| Commonwealth Equity Services, LLC | 1,180,610 | $10.3M | 0.01% | −1,956−0.2% | Reduced |
| Guggenheim Capital LLC | 1,205,373 | $10.5M | 0.09% | +80,849+7.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,275,194 | $11.2M | 0.02% | −260,658−17.0% | Reduced |
| Wells Fargo & Company | 1,348,619 | $11.8M | 0.00% | +37,790+2.9% | Added |
| Stifel Financial Corp | 1,352,442 | $11.8M | 0.01% | +33,752+2.6% | Added |
| Advisors Asset Management, Inc. | 1,356,482 | $11.9M | 0.21% | −59,464−4.2% | Reduced |
| Royal Bank of Canada | 1,389,498 | $12.2M | 0.00% | −16,596−1.2% | Reduced |
| 1607 Capital Partners, LLC | 1,398,097 | $12.2M | 0.99% | −809,839−36.7% | Reduced |
| Karpus Management, Inc. | 1,858,987 | $16.3M | 0.52% | −626,776−25.2% | Reduced |
| Raymond James Financial Inc | 2,307,951 | $20.2M | 0.01% | +69,927+3.1% | Added |
| Bank of America Corp | 2,700,110 | $23.6M | 0.00% | +43,437+1.6% | Added |
| LPL Financial LLC | 3,001,379 | $26.3M | 0.01% | +352,593+13.3% | Added |
| Invesco Ltd. | 3,920,321 | $34.3M | 0.01% | −424,386−9.8% | Reduced |
| Morgan Stanley | 23,533,001 | $205.9M | 0.01% | +449,985+1.9% | Added |
| Advisor Resource Council | 0 | $0 | 0.00% | −127,752−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −67,108−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −39,121−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −27,950−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −21,138−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −20,402−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −17,951−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −10,261−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −2,436−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |
| Sandy Spring Bank | – | – | – | – | Not filed |