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 |
|---|---|---|---|---|---|
| Post Resch Tallon Group Inc. | 37,174 | $338.3K | 0.30% | −2,697−6.8% | Reduced |
| Cranbrook Wealth Management, LLC | 36,924 | $336.0K | 0.07% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 35,659 | $324.5K | 0.01% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 35,413 | $322.3K | 0.18% | +772+2.2% | Added |
| Stockman Wealth Management, Inc. | 34,529 | $314.2K | 0.04% | −150−0.4% | Reduced |
| PMG Family Office LLC | 34,486 | $313.8K | 0.35% | +34,486 | New |
| Commerce Bank | 33,531 | $305.1K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 33,136 | $303.5K | 0.11% | −75−0.2% | Reduced |
| Brown Advisory Inc | 33,234 | $302.4K | 0.00% | +3,955+13.5% | Added |
| Benjamin Edwards Inc | 32,550 | $296.2K | 0.00% | −310−0.9% | Reduced |
| Amplius Wealth Advisors, LLC | 31,500 | $286.6K | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 31,371 | $285.5K | 0.01% | +1,990+6.8% | Added |
| Garden State Investment Advisory Services LLC | 31,120 | $283.2K | 0.07% | −536−1.7% | Reduced |
| Diligent Investors, LLC | 31,044 | $282.5K | 0.07% | +607+2.0% | Added |
| Silverlake Wealth Management LLC | 29,629 | $269.6K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 28,673 | $260.9K | 0.00% | +30.0% | Added |
| First Heartland Consultants, Inc. | 28,431 | $258.7K | 0.02% | +10,180+55.8% | Added |
| Change Path, LLC | 28,000 | $254.8K | 0.01% | −4,600−14.1% | Reduced |
| Stonebridge Financial Planning Group, LLC | 27,946 | $254.3K | 0.10% | +65+0.2% | Added |
| Commons Capital, LLC | 27,743 | $252.5K | 0.17% | +4,959+21.8% | Added |
| Natixis Advisors, L.P. | 27,684 | $252.0K | 0.00% | −306−1.1% | Reduced |
| Sage Capital Management, LLC | 27,431 | $249.6K | 0.11% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 27,214 | $247.6K | 0.01% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 26,700 | $243.0K | 0.13% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 26,258 | $239.0K | 0.00% | +306+1.2% | Added |
| HORAN Wealth, LLC | 25,957 | $236.2K | 0.04% | +25,957 | New |
| Money Concepts Capital Corp | 25,029 | $227.8K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 24,808 | $225.8K | 0.00% | +3,007+13.8% | Added |
| Successful Portfolios LLC | 24,794 | $225.6K | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 24,366 | $225.4K | 0.02% | −372−1.5% | Reduced |
| Stratos Wealth Advisors, LLC | 24,024 | $218.6K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 23,729 | $215.7K | 0.01% | −4,572−16.2% | Reduced |
| Moors & Cabot, Inc. | 22,240 | $202.4K | 0.01% | +1,078+5.1% | Added |
| Flagship Harbor Advisors, LLC | 21,547 | $196.1K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 21,144 | $192.4K | 0.00% | −126−0.6% | Reduced |
| Moloney Securities Asset Management, LLC | 20,764 | $189.0K | 0.02% | +168+0.8% | Added |
| Heritage Wealth Management, Inc. | 20,135 | $183.2K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 20,125 | $183.1K | 0.00% | +592+3.0% | Added |
| Diversified Portfolios, Inc. | 19,900 | $181.1K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 19,300 | $175.6K | 0.01% | 00.0% | Unchanged |
| MBL Wealth, LLC | 19,150 | $174.3K | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,133 | $174.1K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 19,000 | $172.9K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 18,812 | $171.2K | 0.00% | +18,812 | New |
| Spire Wealth Management | 18,696 | $170.1K | 0.01% | +11,704+167.4% | Added |
| Matrix Private Capital Group LLC | 18,469 | $168.1K | 0.09% | +1,100+6.3% | Added |
| Insigneo Advisory Services, LLC | 18,397 | $167.4K | 0.01% | −2,194−10.7% | Reduced |
| Meridian Wealth Advisors, LLC | 17,936 | $163.2K | 0.02% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 17,710 | $161.2K | 0.02% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 17,257 | $157.0K | 0.04% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 17,242 | $156.9K | 0.01% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 17,200 | $156.5K | 0.06% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 16,880 | $153.6K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 16,495 | $150.1K | 0.01% | +1,600+10.7% | Added |
| Warren Averett Asset Management, LLC | 15,811 | $143.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15,708 | $142.9K | 0.02% | 00.0% | Unchanged |
| Retirement Solution Inc. | 15,467 | $140.8K | 0.03% | −3,226−17.3% | Reduced |
| Fiduciary Trust Co | 15,377 | $139.9K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 15,372 | $139.9K | 0.03% | +15,372 | New |
| Summit Investment Advisory Services, LLC | 15,277 | $139.0K | 0.06% | +332+2.2% | Added |
| Bank of Stockton | 15,000 | $136.5K | 0.04% | −3,000−16.7% | Reduced |
| Herold Advisors, Inc. | 14,649 | $133.3K | 0.03% | −31,001−67.9% | Reduced |
| Van Hulzen Asset Management, LLC | 14,350 | $130.6K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,248 | $129.7K | 0.02% | +1,122+8.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,230 | $129.5K | 0.00% | −1,000−6.6% | Reduced |
| Catalina Capital Group, LLC | 13,971 | $127.1K | 0.08% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13,663 | $124.3K | 0.01% | −29,102−68.1% | Reduced |
| VSM Wealth Advisory, LLC | 13,464 | $122.5K | 0.04% | +56+0.4% | Added |
| Lido Advisors, LLC | 13,209 | $120.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12,800 | $116.5K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 12,700 | $115.6K | 0.01% | +3,000+30.9% | Added |
| Cresset Asset Management, LLC | 12,570 | $114.4K | 0.00% | +12,570 | New |
| Waterfront Wealth Inc. | 12,586 | $114.2K | 0.02% | +17+0.1% | Added |
| Beacon Pointe Advisors, LLC | 12,142 | $110.5K | 0.00% | +12,142 | New |
| Modern Wealth Management, LLC | 12,082 | $109.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11,947 | $108.7K | 0.01% | +3,949+49.4% | Added |
| Evoke Wealth, LLC | 11,733 | $106.8K | 0.00% | +11,733 | New |
| Fortress Private Ledger, LLC | 11,717 | $106.6K | 0.04% | −6,498−35.7% | Reduced |
| Sonora Investment Management Group, LLC | 11,710 | $106.6K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,550 | $105.1K | 0.00% | +11,550 | New |
| Welch & Forbes LLC | 11,500 | $104.7K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $104.7K | 0.02% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $104.5K | 0.01% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 11,184 | $101.8K | 0.07% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,840 | $98.6K | 0.00% | −1,333−11.0% | Reduced |
| Spirepoint Private Client, LLC | 10,683 | $97.2K | 0.01% | +10,683 | New |
| Princeton Global Asset Management LLC | 10,526 | $95.8K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 10,451 | $95.1K | 0.01% | −618−5.6% | Reduced |
| RFG Advisory, LLC | 10,401 | $94.7K | 0.00% | +10,401 | New |
| Impact Partnership Wealth, LLC | 10,350 | $94.2K | 0.01% | +225+2.2% | Added |
| Gateway Wealth Partners, LLC | 10,275 | $93.5K | 0.01% | −1,660−13.9% | Reduced |
| Davenport & Co LLC | 10,004 | $91.0K | 0.00% | +10,004 | New |
| Ronald Blue Trust, Inc. | 10,000 | $91.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,894 | $90.0K | 0.00% | +75+0.8% | Added |
| Plante Moran Financial Advisors, LLC | 9,218 | $83.9K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 9,000 | $81.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 8,982 | $81.7K | 0.00% | +127+1.4% | Added |
| CIBC Private Wealth Group, LLC | 8,818 | $80.2K | 0.00% | +103+1.2% | Added |
| PFS Partners, LLC | 8,805 | $80.1K | 0.04% | +192+2.2% | Added |
| Colonial Trust Advisors | 8,750 | $79.6K | 0.01% | −1,935−18.1% | Reduced |