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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 10 | $0 | 0.00% | −324−97.0% | Reduced |
| Tower Research Capital LLC (TRC) | 32 | $291 | 0.00% | +32 | New |
| Smartleaf Asset Management LLC | 100 | $902 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 114 | $1.02K | 0.00% | +114 | New |
| Root Financial Partners, LLC | 125 | $1.14K | 0.00% | +125 | New |
| JPMorgan Chase & Co | 159 | $1.45K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 200 | $1.82K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 225 | $2.06K | 0.00% | +225 | New |
| Trust Co of Toledo NA | 250 | $2.27K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 296 | $2.69K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 300 | $2.73K | 0.00% | +300 | New |
| Key Financial Inc | 349 | $3.20K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 390 | $3.55K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 429 | $3.90K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 9 | $7.28K | 0.00% | −791−98.9% | Reduced |
| Wealth Preservation Advisors, LLC | 850 | $7.74K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 900 | $8.19K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,083 | $9.86K | 0.01% | +23+2.2% | Added |
| GAMMA Investing LLC | 1,265 | $11.5K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,268 | $11.5K | 0.00% | +1,268 | New |
| Assetmark, Inc | 1,389 | $12.6K | 0.00% | +1,298+1,426.4% | Added |
| Parkside Financial Bank & Trust | 1,465 | $13.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,500 | $13.7K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1,530 | $13.9K | 0.01% | +1,530 | New |
| FMR LLC | 1,583 | $14.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,605 | $14.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,650 | $15.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 1,687 | $15.4K | 0.01% | +1,687 | New |
| IFP Advisors, Inc | 1,700 | $15.5K | 0.00% | −1,271−42.8% | Reduced |
| TD Capital Management LLC | 1,799 | $16.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,875 | $17.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,953 | $17.8K | 0.00% | −300−13.3% | Reduced |
| Central Trust Co | 2,000 | $18.2K | 0.00% | +2,000 | New |
| MAI Capital Management | 2,115 | $19.2K | 0.00% | −1,031−32.8% | Reduced |
| US Bancorp | 2,470 | $22.5K | 0.00% | +9+0.4% | Added |
| Private Trust Co NA | 2,500 | $22.8K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2,648 | $24.1K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,650 | $24.1K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,659 | $24.2K | 0.00% | +2,659 | New |
| Cornerstone Planning Group LLC | 2,708 | $24.8K | 0.00% | +39+1.5% | Added |
| LRI Investments, LLC | 2,734 | $24.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,828 | $25.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,900 | $26.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,206 | $29.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,350 | $30.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,622 | $33.0K | 0.00% | +1,269+53.9% | Added |
| Hughes Financial Services, LLC | 3,630 | $33.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,859 | $35.1K | 0.00% | +3,859 | New |
| Barrett & Company, Inc. | 4,350 | $39.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,531 | $41.2K | 0.00% | −401−8.1% | Reduced |
| Bogart Wealth, LLC | 4,538 | $41.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,623 | $42.1K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5,000 | $45.5K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $45.5K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 5,000 | $45.5K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,254 | $47.8K | 0.01% | +1,264+31.7% | Added |
| North Star Investment Management Corp. | 5,286 | $48.1K | 0.00% | −901−14.6% | Reduced |
| City Holding Co | 6,000 | $54.6K | 0.01% | +6,000 | New |
| Millstone Evans Group, LLC | 6,390 | $58.1K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,500 | $59.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 6,552 | $59.6K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 6,650 | $60.5K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,749 | $61.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $67.6K | 0.00% | – | – |
| Gen-Wealth Partners Inc | 7,800 | $71.0K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 8,158 | $74.2K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8,750 | $79.6K | 0.01% | −1,935−18.1% | Reduced |
| PFS Partners, LLC | 8,805 | $80.1K | 0.04% | +192+2.2% | Added |
| CIBC Private Wealth Group, LLC | 8,818 | $80.2K | 0.00% | +103+1.2% | Added |
| Citigroup Inc | 8,982 | $81.7K | 0.00% | +127+1.4% | Added |
| Bryn Mawr Trust Co | 9,000 | $81.9K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9,218 | $83.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,894 | $90.0K | 0.00% | +75+0.8% | Added |
| Ronald Blue Trust, Inc. | 10,000 | $91.0K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 10,004 | $91.0K | 0.00% | +10,004 | New |
| Gateway Wealth Partners, LLC | 10,275 | $93.5K | 0.01% | −1,660−13.9% | Reduced |
| Impact Partnership Wealth, LLC | 10,350 | $94.2K | 0.01% | +225+2.2% | Added |
| RFG Advisory, LLC | 10,401 | $94.7K | 0.00% | +10,401 | New |
| Wealth Alliance | 10,451 | $95.1K | 0.01% | −618−5.6% | Reduced |
| Princeton Global Asset Management LLC | 10,526 | $95.8K | 0.02% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 10,683 | $97.2K | 0.01% | +10,683 | New |
| Prospera Financial Services Inc | 10,840 | $98.6K | 0.00% | −1,333−11.0% | Reduced |
| Investment Partners Asset Management, Inc. | 11,184 | $101.8K | 0.07% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $104.5K | 0.01% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $104.7K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $104.7K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,550 | $105.1K | 0.00% | +11,550 | New |
| Sonora Investment Management Group, LLC | 11,710 | $106.6K | 0.01% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 11,717 | $106.6K | 0.04% | −6,498−35.7% | Reduced |
| Evoke Wealth, LLC | 11,733 | $106.8K | 0.00% | +11,733 | New |
| NBC Securities, Inc. | 11,947 | $108.7K | 0.01% | +3,949+49.4% | Added |
| Modern Wealth Management, LLC | 12,082 | $109.9K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 12,142 | $110.5K | 0.00% | +12,142 | New |
| Waterfront Wealth Inc. | 12,586 | $114.2K | 0.02% | +17+0.1% | Added |
| Cresset Asset Management, LLC | 12,570 | $114.4K | 0.00% | +12,570 | New |
| Halbert Hargrove Global Advisors, LLC | 12,700 | $115.6K | 0.01% | +3,000+30.9% | Added |
| Harbour Investments, Inc. | 12,800 | $116.5K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 13,209 | $120.2K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 13,464 | $122.5K | 0.04% | +56+0.4% | Added |