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 |
|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 41,840 | $366.1K | 0.13% | +41,840 | New |
| PFG Investments, LLC | 41,699 | $364.9K | 0.02% | +32+0.1% | Added |
| Saxon Interests, Inc. | 43,895 | $357.3K | 0.17% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 42,765 | $349.4K | 0.03% | +29,352+218.8% | Added |
| Post Resch Tallon Group Inc. | 39,871 | $348.9K | 0.34% | +8,659+27.7% | Added |
| Sunpointe, LLC | 38,665 | $338.3K | 0.13% | −100−0.3% | Reduced |
| Captrust Financial Advisors | 38,403 | $336.0K | 0.00% | +20,402+113.3% | Added |
| Creative Planning | 37,978 | $332.3K | 0.00% | −1,057−2.7% | Reduced |
| Pathstone Holdings, LLC | 37,500 | $328.1K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 36,924 | $323.1K | 0.07% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 36,120 | $316.0K | 0.00% | +8,276+29.7% | Added |
| Mill Creek Capital Advisors, LLC | 35,659 | $312.0K | 0.01% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 34,679 | $303.4K | 0.04% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 34,641 | $303.1K | 0.20% | +799+2.4% | Added |
| Commerce Bank | 33,531 | $293.4K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 33,211 | $291.6K | 0.12% | −1,700−4.9% | Reduced |
| Benjamin Edwards Inc | 32,860 | $287.5K | 0.00% | +2,230+7.3% | Added |
| Change Path, LLC | 32,600 | $285.3K | 0.01% | −5,700−14.9% | Reduced |
| Garden State Investment Advisory Services LLC | 31,656 | $277.0K | 0.07% | +71+0.2% | Added |
| Amplius Wealth Advisors, LLC | 31,500 | $275.6K | 0.03% | +11,500+57.5% | Added |
| Diligent Investors, LLC | 30,437 | $266.3K | 0.06% | −837−2.7% | Reduced |
| Silverlake Wealth Management LLC | 29,629 | $259.3K | 0.08% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 29,381 | $257.1K | 0.01% | +4,911+20.1% | Added |
| Brown Advisory Inc | 29,279 | $256.2K | 0.00% | +13,500+85.6% | Added |
| Private Advisor Group, LLC | 28,670 | $250.9K | 0.00% | −997−3.4% | Reduced |
| HBK Sorce Advisory LLC | 28,301 | $247.6K | 0.01% | +4,956+21.2% | Added |
| Natixis Advisors, L.P. | 27,990 | $245.0K | 0.00% | −1,317−4.5% | Reduced |
| Stonebridge Financial Planning Group, LLC | 27,881 | $244.0K | 0.10% | +66+0.2% | Added |
| Sage Capital Management, LLC | 27,431 | $240.0K | 0.12% | −5,000−15.4% | Reduced |
| Mission Wealth Management, LP | 27,214 | $238.1K | 0.01% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 26,700 | $233.6K | 0.13% | −6,800−20.3% | Reduced |
| Apollon Wealth Management, LLC | 25,952 | $227.1K | 0.00% | +1,308+5.3% | Added |
| Horan Securities, Inc. | 25,790 | $225.7K | 0.08% | +173+0.7% | Added |
| Money Concepts Capital Corp | 25,029 | $219.0K | 0.01% | −542−2.1% | Reduced |
| Successful Portfolios LLC | 24,794 | $216.9K | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 24,738 | $216.5K | 0.02% | −2,718−9.9% | Reduced |
| Balyasny Asset Management LLC | 24,664 | $215.8K | 0.00% | +24,664 | New |
| Stratos Wealth Advisors, LLC | 24,024 | $210.2K | 0.01% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 23,675 | $207.2K | 0.05% | 00.0% | Unchanged |
| Commons Capital, LLC | 22,784 | $199.4K | 0.15% | +245+1.1% | Added |
| Stratos Wealth Partners, LTD. | 21,801 | $190.8K | 0.00% | +1,178+5.7% | Added |
| Flagship Harbor Advisors, LLC | 21,547 | $188.5K | 0.01% | −170−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 21,270 | $186.1K | 0.00% | −451−2.1% | Reduced |
| Moors & Cabot, Inc. | 21,162 | $185.2K | 0.01% | −6,155−22.5% | Reduced |
| IFG Advisory, LLC | 20,937 | $183.2K | 0.01% | +20,937 | New |
| Moloney Securities Asset Management, LLC | 20,596 | $180.2K | 0.02% | +174+0.9% | Added |
| Insigneo Advisory Services, LLC | 20,591 | $180.2K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 20,135 | $176.2K | 0.06% | −3,750−15.7% | Reduced |
| Diversified Portfolios, Inc. | 19,900 | $174.1K | 0.02% | +19,900 | New |
| Mercer Global Advisors Inc | 19,533 | $170.9K | 0.00% | −4,799−19.7% | Reduced |
| Venture Visionary Partners LLC | 19,300 | $168.9K | 0.01% | 00.0% | Unchanged |
| MBL Wealth, LLC | 19,150 | $167.6K | 0.02% | +19,150 | New |
| Franklin Resources Inc | 19,133 | $167.4K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 19,000 | $166.3K | 0.00% | 00.0% | Unchanged |
| Retirement Solution Inc. | 18,693 | $163.6K | 0.04% | +18,693 | New |
| First Heartland Consultants, Inc. | 18,251 | $159.7K | 0.01% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 18,215 | $159.4K | 0.07% | −4,382−19.4% | Reduced |
| Ashton Thomas Securities, LLC | 18,081 | $158.2K | 0.04% | +317+1.8% | Added |
| Bank of Stockton | 18,000 | $157.5K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 17,936 | $156.9K | 0.02% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 17,710 | $155.0K | 0.03% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 17,369 | $152.0K | 0.09% | −6,000−25.7% | Reduced |
| WealthBridge Capital Management, LLC | 17,257 | $151.0K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 17,256 | $151.0K | 0.01% | −905−5.0% | Reduced |
| Sax Wealth Advisors, LLC | 17,242 | $150.9K | 0.01% | +6,100+54.7% | Added |
| Strait & Sound Wealth Management LLC | 17,200 | $150.5K | 0.06% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 17,002 | $148.8K | 0.00% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 16,880 | $147.7K | 0.01% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 15,962 | $139.7K | 0.04% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 15,811 | $138.3K | 0.00% | −506−3.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 15,708 | $137.4K | 0.02% | +15,708 | New |
| Capital CS Group, LLC | 15,399 | $134.7K | 0.22% | +168+1.1% | Added |
| Fiduciary Trust Co | 15,377 | $134.5K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,230 | $133.3K | 0.00% | +15,230 | New |
| Virtu Financial LLC | 15,031 | $132.0K | 0.01% | +15,031 | New |
| Summit Investment Advisory Services, LLC | 14,945 | $130.8K | 0.06% | +344+2.4% | Added |
| Beacon Investment Advisory Services, Inc. | 14,895 | $130.3K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 14,350 | $125.6K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,971 | $122.2K | 0.08% | −24−0.2% | Reduced |
| VSM Wealth Advisory, LLC | 13,408 | $117.3K | 0.04% | +193+1.5% | Added |
| Lido Advisors, LLC | 13,209 | $115.6K | 0.00% | +13,209 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,126 | $114.9K | 0.02% | +13,126 | New |
| Harbour Investments, Inc. | 12,800 | $112.0K | 0.00% | +2,850+28.6% | Added |
| SK Wealth Management, LLC | 12,504 | $111.0K | 0.05% | +288+2.4% | Added |
| Waterfront Wealth Inc. | 12,569 | $110.0K | 0.02% | +11+0.1% | Added |
| Traphagen Investment Advisors LLC | 12,315 | $107.8K | 0.01% | +65+0.5% | Added |
| Prospera Financial Services Inc | 12,173 | $106.5K | 0.00% | −5,000−29.1% | Reduced |
| Modern Wealth Management, LLC | 12,082 | $105.7K | 0.00% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 11,935 | $104.4K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 11,710 | $102.5K | 0.01% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $100.6K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $100.6K | 0.02% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $100.5K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 11,384 | $99.6K | 0.01% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 11,184 | $97.9K | 0.07% | −1,000−8.2% | Reduced |
| Wealth Alliance | 11,069 | $96.8K | 0.01% | −518−4.5% | Reduced |
| Main Street Financial Solutions, LLC | 10,966 | $96.0K | 0.01% | +252+2.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 10,896 | $95.3K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,771 | $94.2K | 0.00% | +10,771 | New |
| Colonial Trust Advisors | 10,685 | $93.5K | 0.01% | +10,685 | New |