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 |
|---|---|---|---|---|---|
| Activest Wealth Management | 8,158 | $74.2K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 7,800 | $71.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | – | $67.6K | 0.00% | – | – |
| Caldwell Trust Co | 6,749 | $61.4K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 6,650 | $60.5K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 6,552 | $59.6K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,500 | $59.1K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6,390 | $58.1K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 6,000 | $54.6K | 0.01% | +6,000 | New |
| North Star Investment Management Corp. | 5,286 | $48.1K | 0.00% | −901−14.6% | Reduced |
| SOA Wealth Advisors, LLC. | 5,254 | $47.8K | 0.01% | +1,264+31.7% | Added |
| 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 |
| Pinnacle Bancorp, Inc. | 4,623 | $42.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4,538 | $41.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,531 | $41.2K | 0.00% | −401−8.1% | Reduced |
| Barrett & Company, Inc. | 4,350 | $39.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,859 | $35.1K | 0.00% | +3,859 | New |
| Hughes Financial Services, LLC | 3,630 | $33.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,622 | $33.0K | 0.00% | +1,269+53.9% | Added |
| Harbor Investment Advisory, LLC | 3,350 | $30.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,206 | $29.2K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,900 | $26.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,828 | $25.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,734 | $24.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,708 | $24.8K | 0.00% | +39+1.5% | Added |
| Wealthspire Advisors, LLC | 2,659 | $24.2K | 0.00% | +2,659 | New |
| American Capital Advisory, LLC | 2,650 | $24.1K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2,648 | $24.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $22.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,470 | $22.5K | 0.00% | +9+0.4% | Added |
| MAI Capital Management | 2,115 | $19.2K | 0.00% | −1,031−32.8% | Reduced |
| Central Trust Co | 2,000 | $18.2K | 0.00% | +2,000 | New |
| EverSource Wealth Advisors, LLC | 1,953 | $17.8K | 0.00% | −300−13.3% | Reduced |
| Global Retirement Partners, LLC | 1,875 | $17.1K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,799 | $16.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,700 | $15.5K | 0.00% | −1,271−42.8% | Reduced |
| Legacy Wealth Managment, LLC | 1,687 | $15.4K | 0.01% | +1,687 | New |
| WPG Advisers, LLC | 1,650 | $15.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,605 | $14.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,583 | $14.4K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1,530 | $13.9K | 0.01% | +1,530 | New |
| ZRC Wealth Management, LLC | 1,500 | $13.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,465 | $13.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,389 | $12.6K | 0.00% | +1,298+1,426.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,268 | $11.5K | 0.00% | +1,268 | New |
| GAMMA Investing LLC | 1,265 | $11.5K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,083 | $9.86K | 0.01% | +23+2.2% | Added |
| Avion Wealth | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 900 | $8.19K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 850 | $7.74K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 9 | $7.28K | 0.00% | −791−98.9% | Reduced |
| Russell Investments Group, Ltd. | 429 | $3.90K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 390 | $3.55K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 349 | $3.20K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 300 | $2.73K | 0.00% | +300 | New |
| Caldwell Sutter Capital, Inc. | 296 | $2.69K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 250 | $2.27K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 225 | $2.06K | 0.00% | +225 | New |
| Tidemark, LLC | 200 | $1.82K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 159 | $1.45K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 125 | $1.14K | 0.00% | +125 | New |
| Jones Financial Companies LLLP | 114 | $1.02K | 0.00% | +114 | New |
| Smartleaf Asset Management LLC | 100 | $902 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 32 | $291 | 0.00% | +32 | New |
| Hantz Financial Services, Inc. | 10 | $0 | 0.00% | −324−97.0% | Reduced |
| 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 |