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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 76,669 | $697.7K | 0.00% | +1,229+1.6% | Added |
| Winebrenner Capital Management LLC | 80,000 | $728.0K | 0.52% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 81,625 | $742.8K | 0.08% | +1,000+1.2% | Added |
| StoneX Group Inc. | 86,178 | $784.2K | 0.03% | +86,178 | New |
| Leo Wealth, LLC | 88,886 | $808.9K | 0.10% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 90,459 | $823.2K | 0.01% | +876+1.0% | Added |
| Centaurus Financial, Inc. | 91,685 | $834.0K | 0.04% | −108−0.1% | Reduced |
| Bearing Point Capital, LLC | 94,000 | $855.4K | 0.15% | +8,000+9.3% | Added |
| Integrated Wealth Concepts LLC | 96,595 | $879.0K | 0.01% | −120,216−55.4% | Reduced |
| Colony Group, LLC | 98,344 | $898.3K | 0.00% | +29,930+43.7% | Added |
| Thrivent Financial for Lutherans | 99,725 | $908.0K | 0.00% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 101,657 | $925.1K | 0.38% | −557−0.5% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 104,187 | $948.1K | 0.70% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 106,723 | $971.2K | 0.01% | −398−0.4% | Reduced |
| Clarius Group, LLC | 107,906 | $981.9K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 118,284 | $1.08M | 0.00% | +10.0% | Added |
| Goldman Sachs Group Inc | 129,870 | $1.18M | 0.00% | −12,491−8.8% | Reduced |
| Oppenheimer & Co Inc | 130,408 | $1.19M | 0.01% | +31,371+31.7% | Added |
| one8zero8, LLC | 138,150 | $1.26M | 0.27% | +20,150+17.1% | Added |
| Steward Partners Investment Advisory, LLC | 138,190 | $1.26M | 0.01% | +19,515+16.4% | Added |
| Mariner, LLC | 142,773 | $1.30M | 0.00% | +16,381+13.0% | Added |
| Principal Securities, Inc. | 153,160 | $1.39M | 0.02% | +10,268+7.2% | Added |
| Pointe Capital Management LLC | 159,532 | $1.45M | 0.71% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 162,839 | $1.48M | 0.36% | +13,000+8.7% | Added |
| Comerica Bank | 164,356 | $1.50M | 0.01% | +3,388+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 178,771 | $1.63M | 0.00% | +6,674+3.9% | Added |
| Blair William & Co | 179,975 | $1.64M | 0.00% | −17,000−8.6% | Reduced |
| Avestar Capital, LLC | 195,200 | $1.78M | 0.13% | +5,500+2.9% | Added |
| Truist Financial Corp | 199,219 | $1.81M | 0.00% | +8,181+4.3% | Added |
| Marks Group Wealth Management, Inc | 230,456 | $2.10M | 0.19% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 233,690 | $2.13M | 0.02% | −1,775−0.8% | Reduced |
| 1607 Capital Partners, LLC | 254,506 | $2.32M | 0.17% | −1,143,591−81.8% | Reduced |
| Cerity Partners LLC | 280,010 | $2.55M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 287,711 | $2.62M | 0.00% | +1,921+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 290,724 | $2.65M | 0.01% | +2,164+0.7% | Added |
| KMG Fiduciary Partners, LLC | 294,238 | $2.68M | 0.18% | +2,079+0.7% | Added |
| Polar Asset Management Partners Inc. | 310,236 | $2.82M | 0.06% | +6,792+2.2% | Added |
| Kestra Advisory Services, LLC | 332,079 | $3.02M | 0.01% | +79,898+31.7% | Added |
| Cetera Investment Advisers | 389,667 | $3.55M | 0.00% | +196,945+102.2% | Added |
| Rockefeller Capital Management L.P. | 394,280 | $3.59M | 0.01% | +1,564+0.4% | Added |
| CoreCap Advisors, LLC | 409,153 | $3.72M | 0.14% | −7,940−1.9% | Reduced |
| GWM Advisors LLC | 412,275 | $3.75M | 0.02% | +307,729+294.3% | Added |
| Advisor Group Holdings, Inc. | 519,566 | $4.66M | 0.01% | +23,502+4.7% | Added |
| SAM Advisors, LLC | 513,521 | $4.67M | 1.51% | +6,140+1.2% | Added |
| Focused Wealth Management, Inc | 550,720 | $5.01M | 0.54% | +1,917+0.3% | Added |
| Snowden Capital Advisors LLC | 662,923 | $6.03M | 0.16% | +10.0% | Added |
| Prosperity Consulting Group, LLC | 697,392 | $6.35M | 0.31% | +43,780+6.7% | Added |
| Penserra Capital Management LLC | 728,030 | $6.63M | 0.08% | +122,464+20.2% | Added |
| Commonwealth Equity Services, LLC | 734,998 | $6.69M | 0.01% | −445,612−37.7% | Reduced |
| UBS Group AG | 741,596 | $6.75M | 0.00% | +39,764+5.7% | Added |
| HighTower Advisors, LLC | 835,031 | $7.60M | 0.01% | +3,462+0.4% | Added |
| Formidable Asset Management, LLC | 980,099 | $8.58M | 1.35% | −41,942−4.1% | Reduced |
| Cohen & Steers, Inc. | 964,977 | $8.78M | 0.02% | −59,713−5.8% | Reduced |
| Ameriprise Financial Inc | 976,540 | $8.88M | 0.00% | +23,946+2.5% | Added |
| Stifel Financial Corp | 985,658 | $8.97M | 0.01% | −366,784−27.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,261,931 | $11.5M | 0.02% | −13,263−1.0% | Reduced |
| Guggenheim Capital LLC | 1,302,313 | $11.9M | 0.09% | +96,940+8.0% | Added |
| Janney Montgomery Scott LLC | 1,320,426 | $12.0M | 0.03% | +683,671+107.4% | Added |
| Royal Bank of Canada | 1,365,325 | $12.4M | 0.00% | −24,173−1.7% | Reduced |
| Advisors Asset Management, Inc. | 1,368,641 | $12.5M | 0.21% | +12,159+0.9% | Added |
| Wells Fargo & Company | 1,405,915 | $12.8M | 0.00% | +57,296+4.2% | Added |
| Karpus Management, Inc. | 1,535,438 | $14.0M | 0.44% | −323,549−17.4% | Reduced |
| Raymond James Financial Inc | 2,100,176 | $19.1M | 0.01% | −207,775−9.0% | Reduced |
| Bank of America Corp | 2,682,823 | $24.4M | 0.00% | −17,287−0.6% | Reduced |
| LPL Financial LLC | 3,692,158 | $33.6M | 0.01% | +690,779+23.0% | Added |
| Invesco Ltd. | 3,954,370 | $36.0M | 0.01% | +34,049+0.9% | Added |
| Morgan Stanley | 24,007,612 | $218.5M | 0.01% | +474,611+2.0% | Added |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −107,434−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −96,729−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −88,564−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −61,257−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −56,104−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −24,664−100.0% | Sold out |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −23,675−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −20,937−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −18,081−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −17,256−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −17,002−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −15,962−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −15,399−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,031−100.0% | Sold out |
| SK Wealth Management, LLC | 0 | $0 | 0.00% | −12,504−100.0% | Sold out |
| Traphagen Investment Advisors LLC | 0 | $0 | 0.00% | −12,315−100.0% | Sold out |
| Perennial Investment Advisors, LLC | 0 | $0 | 0.00% | −11,384−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −10,966−100.0% | Sold out |
| Badgley Phelps Wealth Managers, LLC | 0 | $0 | 0.00% | −10,896−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −10,771−100.0% | Sold out |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Horan Securities, Inc. | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| Montag & Caldwell, LLC | – | – | – | – | Not filed |