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 |
|---|---|---|---|---|---|
| Princeton Global Asset Management LLC | 10,526 | $92.1K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 10,125 | $88.6K | 0.02% | +10,125 | New |
| 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 |
| Parallel Advisors, LLC | 9,819 | $85.9K | 0.00% | +3,982+68.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 9,700 | $84.9K | 0.00% | −200−2.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 9,218 | $80.7K | 0.01% | −4,199−31.3% | Reduced |
| Bryn Mawr Trust Co | 9,000 | $78.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 8,855 | $77.5K | 0.00% | +64+0.7% | Added |
| CIBC Private Wealth Group, LLC | 8,715 | $76.3K | 0.00% | +107+1.2% | Added |
| PFS Partners, LLC | 8,613 | $75.4K | 0.04% | +199+2.4% | Added |
| Activest Wealth Management | 8,158 | $71.4K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,998 | $69.0K | 0.01% | +20+0.3% | Added |
| Gen-Wealth Partners Inc | 7,800 | $68.3K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 6,992 | $61.2K | 0.00% | −1,616−18.8% | Reduced |
| Caldwell Trust Co | 6,749 | $59.1K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 6,650 | $58.2K | 0.04% | +6,650 | New |
| Optimum Investment Advisors | 6,552 | $57.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,500 | $56.9K | 0.00% | +6,500 | New |
| Millstone Evans Group, LLC | 6,390 | $55.9K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,187 | $54.1K | 0.00% | +143+2.4% | 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 |
| HHM Wealth Advisors, LLC | 4,932 | $43.2K | 0.01% | +102+2.1% | Added |
| Pinnacle Bancorp, Inc. | 4,623 | $40.5K | 0.01% | +4,623 | New |
| Bogart Wealth, LLC | 4,538 | $39.7K | 0.00% | +585+14.8% | Added |
| Barrett & Company, Inc. | 4,350 | $38.1K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,990 | $34.9K | 0.01% | +92+2.4% | Added |
| Hughes Financial Services, LLC | 3,630 | $31.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,350 | $29.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,206 | $28.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3,146 | $27.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,971 | $26.0K | 0.00% | +1,271+74.8% | Added |
| Bokf, NA | 2,900 | $25.4K | 0.00% | −4,000−58.0% | Reduced |
| Financial Management Professionals, Inc. | 2,828 | $24.7K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $24.4K | 0.01% | +3,000 | New |
| LRI Investments, LLC | 2,734 | $23.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,669 | $23.2K | 0.00% | +81+3.1% | Added |
| American Capital Advisory, LLC | 2,650 | $23.2K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2,648 | $23.2K | 0.01% | +2,648 | New |
| Private Trust Co NA | 2,500 | $21.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,461 | $21.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,353 | $20.6K | 0.00% | +43+1.9% | Added |
| Mount Yale Investment Advisors, LLC | 2,333 | $20.4K | 0.00% | +2,333 | New |
| EverSource Wealth Advisors, LLC | 2,253 | $19.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,875 | $16.4K | 0.00% | +1,875 | New |
| TD Capital Management LLC | 1,799 | $15.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,650 | $14.4K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,605 | $14.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,583 | $13.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,500 | $13.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,465 | $12.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,265 | $11.1K | 0.00% | −95−7.0% | Reduced |
| Vision Financial Markets LLC | 1,060 | $9.27K | 0.01% | +25+2.4% | Added |
| Webster Bank, N. A. | 1,000 | $8.75K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 900 | $7.88K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 850 | $7.44K | 0.00% | 00.0% | Unchanged |
| 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 |
| Russell Investments Group, Ltd. | 429 | $3.75K | 0.00% | −7−1.6% | Reduced |
| ORG Partners LLC | 390 | $3.42K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $3.37K | 0.00% | – | – |
| Key Financial Inc | 349 | $3.05K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 334 | $3.00K | 0.00% | +334 | New |
| Skopos Labs, Inc. | 334 | $2.92K | 0.00% | +334 | New |
| Beacon Capital Management, LLC | 305 | $2.67K | 0.00% | +7+2.3% | Added |
| Caldwell Sutter Capital, Inc. | 296 | $2.59K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 250 | $2.19K | 0.00% | +250 | New |
| Tidemark, LLC | 200 | $1.75K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 159 | $1.39K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 100 | $873 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 91 | $796 | 0.00% | −123−57.5% | Reduced |
| Montag & Caldwell, LLC | 55 | $481 | 0.00% | 00.0% | Unchanged |
| 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 |