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, Q3 2025
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Sep 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
- 267
- −2 vs. Q2 2025
- Shares held
- 67.5M
- −192.0K (−0.3%) vs. Q2 2025
- Total value
- $613.5M
- +$22.2M (+3.8%) vs. Q2 2025
- New holders
- 24
- 87 more added
- Sold out
- 26
- 57 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 24,007,612 | $218.5M | 0.01% | +474,611+2.0% | Added |
| Invesco Ltd. | 3,954,370 | $36.0M | 0.01% | +34,049+0.9% | Added |
| LPL Financial LLC | 3,692,158 | $33.6M | 0.01% | +690,779+23.0% | Added |
| Bank of America Corp | 2,682,823 | $24.4M | 0.00% | −17,287−0.6% | Reduced |
| Raymond James Financial Inc | 2,100,176 | $19.1M | 0.01% | −207,775−9.0% | Reduced |
| Karpus Management, Inc. | 1,535,438 | $14.0M | 0.44% | −323,549−17.4% | Reduced |
| Wells Fargo & Company | 1,405,915 | $12.8M | 0.00% | +57,296+4.2% | Added |
| Advisors Asset Management, Inc. | 1,368,641 | $12.5M | 0.21% | +12,159+0.9% | Added |
| Royal Bank of Canada | 1,365,325 | $12.4M | 0.00% | −24,173−1.7% | Reduced |
| Janney Montgomery Scott LLC | 1,320,426 | $12.0M | 0.03% | +683,671+107.4% | Added |
| Guggenheim Capital LLC | 1,302,313 | $11.9M | 0.09% | +96,940+8.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,261,931 | $11.5M | 0.02% | −13,263−1.0% | Reduced |
| Stifel Financial Corp | 985,658 | $8.97M | 0.01% | −366,784−27.1% | Reduced |
| Ameriprise Financial Inc | 976,540 | $8.88M | 0.00% | +23,946+2.5% | Added |
| Cohen & Steers, Inc. | 964,977 | $8.78M | 0.02% | −59,713−5.8% | Reduced |
| Formidable Asset Management, LLC | 980,099 | $8.58M | 1.35% | −41,942−4.1% | Reduced |
| HighTower Advisors, LLC | 835,031 | $7.60M | 0.01% | +3,462+0.4% | Added |
| UBS Group AG | 741,596 | $6.75M | 0.00% | +39,764+5.7% | Added |
| Commonwealth Equity Services, LLC | 734,998 | $6.69M | 0.01% | −445,612−37.7% | Reduced |
| Penserra Capital Management LLC | 728,030 | $6.63M | 0.08% | +122,464+20.2% | Added |
| Prosperity Consulting Group, LLC | 697,392 | $6.35M | 0.31% | +43,780+6.7% | Added |
| Snowden Capital Advisors LLC | 662,923 | $6.03M | 0.16% | +10.0% | Added |
| Focused Wealth Management, Inc | 550,720 | $5.01M | 0.54% | +1,917+0.3% | Added |
| SAM Advisors, LLC | 513,521 | $4.67M | 1.51% | +6,140+1.2% | Added |
| Advisor Group Holdings, Inc. | 519,566 | $4.66M | 0.01% | +23,502+4.7% | Added |
| GWM Advisors LLC | 412,275 | $3.75M | 0.02% | +307,729+294.3% | Added |
| CoreCap Advisors, LLC | 409,153 | $3.72M | 0.14% | −7,940−1.9% | Reduced |
| Rockefeller Capital Management L.P. | 394,280 | $3.59M | 0.01% | +1,564+0.4% | Added |
| Cetera Investment Advisers | 389,667 | $3.55M | 0.00% | +196,945+102.2% | Added |
| Kestra Advisory Services, LLC | 332,079 | $3.02M | 0.01% | +79,898+31.7% | Added |
| Polar Asset Management Partners Inc. | 310,236 | $2.82M | 0.06% | +6,792+2.2% | Added |
| KMG Fiduciary Partners, LLC | 294,238 | $2.68M | 0.18% | +2,079+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 290,724 | $2.65M | 0.01% | +2,164+0.7% | Added |
| Envestnet Asset Management Inc | 287,711 | $2.62M | 0.00% | +1,921+0.7% | Added |
| Cerity Partners LLC | 280,010 | $2.55M | 0.00% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 254,506 | $2.32M | 0.17% | −1,143,591−81.8% | Reduced |
| Park Avenue Securities LLC | 233,690 | $2.13M | 0.02% | −1,775−0.8% | Reduced |
| Marks Group Wealth Management, Inc | 230,456 | $2.10M | 0.19% | 00.0% | Unchanged |
| Truist Financial Corp | 199,219 | $1.81M | 0.00% | +8,181+4.3% | Added |
| Avestar Capital, LLC | 195,200 | $1.78M | 0.13% | +5,500+2.9% | Added |
| Blair William & Co | 179,975 | $1.64M | 0.00% | −17,000−8.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 178,771 | $1.63M | 0.00% | +6,674+3.9% | Added |
| Comerica Bank | 164,356 | $1.50M | 0.01% | +3,388+2.1% | Added |
| High Net Worth Advisory Group LLC | 162,839 | $1.48M | 0.36% | +13,000+8.7% | Added |
| Pointe Capital Management LLC | 159,532 | $1.45M | 0.71% | 00.0% | Unchanged |
| Principal Securities, Inc. | 153,160 | $1.39M | 0.02% | +10,268+7.2% | Added |
| Mariner, LLC | 142,773 | $1.30M | 0.00% | +16,381+13.0% | Added |
| Steward Partners Investment Advisory, LLC | 138,190 | $1.26M | 0.01% | +19,515+16.4% | Added |
| one8zero8, LLC | 138,150 | $1.26M | 0.27% | +20,150+17.1% | Added |
| Oppenheimer & Co Inc | 130,408 | $1.19M | 0.01% | +31,371+31.7% | Added |
| Goldman Sachs Group Inc | 129,870 | $1.18M | 0.00% | −12,491−8.8% | Reduced |
| Allworth Financial LP | 118,284 | $1.08M | 0.00% | +10.0% | Added |
| Clarius Group, LLC | 107,906 | $981.9K | 0.06% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 106,723 | $971.2K | 0.01% | −398−0.4% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 104,187 | $948.1K | 0.70% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 101,657 | $925.1K | 0.38% | −557−0.5% | Reduced |
| Thrivent Financial for Lutherans | 99,725 | $908.0K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 98,344 | $898.3K | 0.00% | +29,930+43.7% | Added |
| Integrated Wealth Concepts LLC | 96,595 | $879.0K | 0.01% | −120,216−55.4% | Reduced |
| Bearing Point Capital, LLC | 94,000 | $855.4K | 0.15% | +8,000+9.3% | Added |
| Centaurus Financial, Inc. | 91,685 | $834.0K | 0.04% | −108−0.1% | Reduced |
| D.A. Davidson & Co. | 90,459 | $823.2K | 0.01% | +876+1.0% | Added |
| Leo Wealth, LLC | 88,886 | $808.9K | 0.10% | 00.0% | Unchanged |
| StoneX Group Inc. | 86,178 | $784.2K | 0.03% | +86,178 | New |
| NWF Advisory Services Inc. | 81,625 | $742.8K | 0.08% | +1,000+1.2% | Added |
| Winebrenner Capital Management LLC | 80,000 | $728.0K | 0.52% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 76,669 | $697.7K | 0.00% | +1,229+1.6% | Added |
| J.W. Cole Advisors, Inc. | 76,593 | $697.0K | 0.01% | −12,585−14.1% | Reduced |
| International Assets Investment Management, LLC | 72,954 | $640.5K | 0.05% | +1,000+1.4% | Added |
| Ameritas Advisory Services, LLC | 69,890 | $636.0K | 0.04% | +21,393+44.1% | Added |
| Shaker Financial Services, LLC | 69,139 | $629.2K | 0.22% | +27,299+65.2% | Added |
| The PNC Financial Services Group, Inc. | 66,839 | $608.2K | 0.00% | +6,535+10.8% | Added |
| MML Investors Services, LLC | 65,612 | $597.1K | 0.00% | +1,537+2.4% | Added |
| CI Private Wealth, LLC | 65,122 | $592.6K | 0.00% | +1,054+1.6% | Added |
| IFC Advisors LLC | 63,636 | $579.1K | 0.11% | −2,898−4.4% | Reduced |
| Merit Financial Group, LLC | 59,890 | $545.0K | 0.01% | −4,892−7.6% | Reduced |
| Summit Financial, LLC | 57,122 | $519.8K | 0.01% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 55,968 | $509.3K | 0.14% | 00.0% | Unchanged |
| David J Yvars Group | 55,312 | $500.7K | 0.27% | −177−0.3% | Reduced |
| Dakota Wealth Management | 54,085 | $492.2K | 0.01% | −5,440−9.1% | Reduced |
| Kovack Advisors, Inc. | 54,047 | $491.8K | 0.05% | +1,098+2.1% | Added |
| PFG Investments, LLC | 53,811 | $489.7K | 0.03% | +12,112+29.0% | Added |
| Independent Financial Group, LLC | 53,562 | $487.4K | 0.01% | −3,070−5.4% | Reduced |
| Wealth Effects LLC | 51,567 | $469.3K | 0.15% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 49,525 | $450.7K | 0.20% | +1,185+2.5% | Added |
| Farther Finance Advisors, LLC | 49,422 | $449.7K | 0.01% | +3,331+7.2% | Added |
| Wedbush Securities Inc | 48,395 | $440.0K | 0.01% | +2,325+5.0% | Added |
| Integrated Capital Management, Inc. | 47,930 | $436.2K | 0.30% | +1,755+3.8% | Added |
| Arkadios Wealth Advisors | 47,060 | $428.2K | 0.01% | 00.0% | Unchanged |
| Avory & Company, LLC | 47,060 | $428.2K | 0.26% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 46,361 | $421.9K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 45,274 | $416.1K | 0.00% | −17,897−28.3% | Reduced |
| Baker Avenue Asset Management, LP | 44,500 | $404.9K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 44,047 | $400.8K | 0.00% | −85,313−66.0% | Reduced |
| Captrust Financial Advisors | 43,457 | $395.5K | 0.00% | +5,054+13.2% | Added |
| Saxon Interests, Inc. | 41,998 | $375.0K | 0.15% | −1,897−4.3% | Reduced |
| Creative Planning | 40,764 | $371.0K | 0.00% | +2,786+7.3% | Added |
| Sunpointe, LLC | 38,614 | $351.4K | 0.13% | −51−0.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 38,257 | $348.1K | 0.00% | −3,949−9.4% | Reduced |
| Pathstone Holdings, LLC | 37,500 | $341.3K | 0.00% | 00.0% | Unchanged |