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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 13,663 | $124.3K | 0.01% | −29,102−68.1% | Reduced |
| Catalina Capital Group, LLC | 13,971 | $127.1K | 0.08% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,230 | $129.5K | 0.00% | −1,000−6.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,248 | $129.7K | 0.02% | +1,122+8.5% | Added |
| Van Hulzen Asset Management, LLC | 14,350 | $130.6K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 14,649 | $133.3K | 0.03% | −31,001−67.9% | Reduced |
| Bank of Stockton | 15,000 | $136.5K | 0.04% | −3,000−16.7% | Reduced |
| Summit Investment Advisory Services, LLC | 15,277 | $139.0K | 0.06% | +332+2.2% | Added |
| Founders Financial Alliance, LLC | 15,372 | $139.9K | 0.03% | +15,372 | New |
| Fiduciary Trust Co | 15,377 | $139.9K | 0.00% | 00.0% | Unchanged |
| Retirement Solution Inc. | 15,467 | $140.8K | 0.03% | −3,226−17.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 15,708 | $142.9K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 15,811 | $143.9K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 16,495 | $150.1K | 0.01% | +1,600+10.7% | Added |
| Gladstone Institutional Advisory LLC | 16,880 | $153.6K | 0.01% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 17,200 | $156.5K | 0.06% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 17,242 | $156.9K | 0.01% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 17,257 | $157.0K | 0.04% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 17,710 | $161.2K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 17,936 | $163.2K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 18,397 | $167.4K | 0.01% | −2,194−10.7% | Reduced |
| Matrix Private Capital Group LLC | 18,469 | $168.1K | 0.09% | +1,100+6.3% | Added |
| Spire Wealth Management | 18,696 | $170.1K | 0.01% | +11,704+167.4% | Added |
| Resources Investment Advisors, LLC. | 18,812 | $171.2K | 0.00% | +18,812 | New |
| Empower Advisory Group, LLC | 19,000 | $172.9K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,133 | $174.1K | 0.00% | 00.0% | Unchanged |
| MBL Wealth, LLC | 19,150 | $174.3K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 19,300 | $175.6K | 0.01% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 19,900 | $181.1K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 20,125 | $183.1K | 0.00% | +592+3.0% | Added |
| Heritage Wealth Management, Inc. | 20,135 | $183.2K | 0.05% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 20,764 | $189.0K | 0.02% | +168+0.8% | Added |
| Kestra Private Wealth Services, LLC | 21,144 | $192.4K | 0.00% | −126−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 21,547 | $196.1K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 22,240 | $202.4K | 0.01% | +1,078+5.1% | Added |
| HBK Sorce Advisory LLC | 23,729 | $215.7K | 0.01% | −4,572−16.2% | Reduced |
| Stratos Wealth Advisors, LLC | 24,024 | $218.6K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 24,366 | $225.4K | 0.02% | −372−1.5% | Reduced |
| Successful Portfolios LLC | 24,794 | $225.6K | 0.13% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 24,808 | $225.8K | 0.00% | +3,007+13.8% | Added |
| Money Concepts Capital Corp | 25,029 | $227.8K | 0.01% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 25,957 | $236.2K | 0.04% | +25,957 | New |
| Apollon Wealth Management, LLC | 26,258 | $239.0K | 0.00% | +306+1.2% | Added |
| Mendel Capital Management LLC | 26,700 | $243.0K | 0.13% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 27,214 | $247.6K | 0.01% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 27,431 | $249.6K | 0.11% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 27,684 | $252.0K | 0.00% | −306−1.1% | Reduced |
| Commons Capital, LLC | 27,743 | $252.5K | 0.17% | +4,959+21.8% | Added |
| Stonebridge Financial Planning Group, LLC | 27,946 | $254.3K | 0.10% | +65+0.2% | Added |
| Change Path, LLC | 28,000 | $254.8K | 0.01% | −4,600−14.1% | Reduced |
| First Heartland Consultants, Inc. | 28,431 | $258.7K | 0.02% | +10,180+55.8% | Added |
| Private Advisor Group, LLC | 28,673 | $260.9K | 0.00% | +30.0% | Added |
| Silverlake Wealth Management LLC | 29,629 | $269.6K | 0.07% | 00.0% | Unchanged |
| Diligent Investors, LLC | 31,044 | $282.5K | 0.07% | +607+2.0% | Added |
| Garden State Investment Advisory Services LLC | 31,120 | $283.2K | 0.07% | −536−1.7% | Reduced |
| Focus Financial Network, Inc. | 31,371 | $285.5K | 0.01% | +1,990+6.8% | Added |
| Amplius Wealth Advisors, LLC | 31,500 | $286.6K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 32,550 | $296.2K | 0.00% | −310−0.9% | Reduced |
| Brown Advisory Inc | 33,234 | $302.4K | 0.00% | +3,955+13.5% | Added |
| MKT Advisors LLC | 33,136 | $303.5K | 0.11% | −75−0.2% | Reduced |
| Commerce Bank | 33,531 | $305.1K | 0.00% | 00.0% | Unchanged |
| PMG Family Office LLC | 34,486 | $313.8K | 0.35% | +34,486 | New |
| Stockman Wealth Management, Inc. | 34,529 | $314.2K | 0.04% | −150−0.4% | Reduced |
| Semus Wealth Partners LLC | 35,413 | $322.3K | 0.18% | +772+2.2% | Added |
| Mill Creek Capital Advisors, LLC | 35,659 | $324.5K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 36,924 | $336.0K | 0.07% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 37,174 | $338.3K | 0.30% | −2,697−6.8% | Reduced |
| Pathstone Holdings, LLC | 37,500 | $341.3K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 38,257 | $348.1K | 0.00% | −3,949−9.4% | Reduced |
| Sunpointe, LLC | 38,614 | $351.4K | 0.13% | −51−0.1% | Reduced |
| Creative Planning | 40,764 | $371.0K | 0.00% | +2,786+7.3% | Added |
| Saxon Interests, Inc. | 41,998 | $375.0K | 0.15% | −1,897−4.3% | Reduced |
| Captrust Financial Advisors | 43,457 | $395.5K | 0.00% | +5,054+13.2% | Added |
| Jane Street Group, LLC | 44,047 | $400.8K | 0.00% | −85,313−66.0% | Reduced |
| Baker Avenue Asset Management, LP | 44,500 | $404.9K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 45,274 | $416.1K | 0.00% | −17,897−28.3% | Reduced |
| Atomi Financial Group, Inc. | 46,361 | $421.9K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 47,060 | $428.2K | 0.01% | 00.0% | Unchanged |
| Avory & Company, LLC | 47,060 | $428.2K | 0.26% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 47,930 | $436.2K | 0.30% | +1,755+3.8% | Added |
| Wedbush Securities Inc | 48,395 | $440.0K | 0.01% | +2,325+5.0% | Added |
| Farther Finance Advisors, LLC | 49,422 | $449.7K | 0.01% | +3,331+7.2% | Added |
| Investmark Advisory Group LLC | 49,525 | $450.7K | 0.20% | +1,185+2.5% | Added |
| Wealth Effects LLC | 51,567 | $469.3K | 0.15% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 53,562 | $487.4K | 0.01% | −3,070−5.4% | Reduced |
| PFG Investments, LLC | 53,811 | $489.7K | 0.03% | +12,112+29.0% | Added |
| Kovack Advisors, Inc. | 54,047 | $491.8K | 0.05% | +1,098+2.1% | Added |
| Dakota Wealth Management | 54,085 | $492.2K | 0.01% | −5,440−9.1% | Reduced |
| David J Yvars Group | 55,312 | $500.7K | 0.27% | −177−0.3% | Reduced |
| MGB Wealth Management, LLC | 55,968 | $509.3K | 0.14% | 00.0% | Unchanged |
| Summit Financial, LLC | 57,122 | $519.8K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 59,890 | $545.0K | 0.01% | −4,892−7.6% | Reduced |
| IFC Advisors LLC | 63,636 | $579.1K | 0.11% | −2,898−4.4% | Reduced |
| CI Private Wealth, LLC | 65,122 | $592.6K | 0.00% | +1,054+1.6% | Added |
| MML Investors Services, LLC | 65,612 | $597.1K | 0.00% | +1,537+2.4% | Added |
| The PNC Financial Services Group, Inc. | 66,839 | $608.2K | 0.00% | +6,535+10.8% | Added |
| Shaker Financial Services, LLC | 69,139 | $629.2K | 0.22% | +27,299+65.2% | Added |
| Ameritas Advisory Services, LLC | 69,890 | $636.0K | 0.04% | +21,393+44.1% | Added |
| International Assets Investment Management, LLC | 72,954 | $640.5K | 0.05% | +1,000+1.4% | Added |
| J.W. Cole Advisors, Inc. | 76,593 | $697.0K | 0.01% | −12,585−14.1% | Reduced |