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, Q4 2025
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Dec 31, 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
- 289
- +26 vs. Q3 2025
- Shares held
- 67.7M
- +264.0K (+0.4%) vs. Q3 2025
- Total value
- $644.0M
- +$31.1M (+5.1%) vs. Q3 2025
- New holders
- 48
- 91 more added
- Sold out
- 22
- 62 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 24,202,274 | $230.6M | 0.01% | +194,662+0.8% | Added |
| LPL Financial LLC | 3,765,738 | $35.9M | 0.01% | +73,580+2.0% | Added |
| Invesco Ltd. | 3,704,086 | $35.3M | 0.00% | −250,284−6.3% | Reduced |
| Bank of America Corp | 2,675,253 | $25.5M | 0.00% | −7,570−0.3% | Reduced |
| Raymond James Financial Inc | 2,106,875 | $20.1M | 0.01% | +6,699+0.3% | Added |
| Karpus Management, Inc. | 1,467,837 | $14.0M | 0.43% | −67,601−4.4% | Reduced |
| Royal Bank of Canada | 1,399,404 | $13.3M | 0.00% | +34,079+2.5% | Added |
| Janney Montgomery Scott LLC | 1,343,304 | $12.8M | 0.03% | +22,878+1.7% | Added |
| Guggenheim Capital LLC | 1,295,890 | $12.3M | 0.09% | −6,423−0.5% | Reduced |
| Advisors Asset Management, Inc. | 1,272,644 | $12.1M | 0.20% | −95,997−7.0% | Reduced |
| Wells Fargo & Company | 1,256,736 | $12.0M | 0.00% | −149,179−10.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,206,604 | $11.5M | 0.02% | −55,327−4.4% | Reduced |
| Stifel Financial Corp | 1,032,558 | $9.84M | 0.01% | +46,900+4.8% | Added |
| Ameriprise Financial Inc | 988,803 | $9.42M | 0.00% | +12,263+1.3% | Added |
| Cohen & Steers, Inc. | 964,977 | $9.20M | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 916,333 | $8.34M | 1.21% | −63,766−6.5% | Reduced |
| HighTower Advisors, LLC | 833,136 | $7.94M | 0.01% | −1,895−0.2% | Reduced |
| Penserra Capital Management LLC | 802,308 | $7.64M | 0.09% | +74,278+10.2% | Added |
| Prosperity Consulting Group, LLC | 728,693 | $6.94M | 0.31% | +31,301+4.5% | Added |
| UBS Group AG | 702,936 | $6.70M | 0.00% | −38,660−5.2% | Reduced |
| Commonwealth Equity Services, LLC | 700,350 | $6.67M | 0.01% | −34,648−4.7% | Reduced |
| Snowden Capital Advisors LLC | 662,922 | $6.32M | 0.16% | −10.0% | Reduced |
| Focused Wealth Management, Inc | 607,374 | $5.79M | 0.61% | +56,654+10.3% | Added |
| SAM Advisors, LLC | 513,474 | $4.89M | 1.55% | −470.0% | Reduced |
| Advisor Group Holdings, Inc. | 510,639 | $4.87M | 0.01% | −8,927−1.7% | Reduced |
| Rockefeller Capital Management L.P. | 471,129 | $4.49M | 0.01% | +76,849+19.5% | Added |
| Kestra Advisory Services, LLC | 462,619 | $4.41M | 0.02% | +130,540+39.3% | Added |
| Cetera Investment Advisers | 460,671 | $4.39M | 0.00% | +71,004+18.2% | Added |
| GWM Advisors LLC | 442,419 | $4.22M | 0.02% | +30,144+7.3% | Added |
| CoreCap Advisors, LLC | 410,529 | $3.91M | 0.14% | +1,376+0.3% | Added |
| KMG Fiduciary Partners, LLC | 360,568 | $3.44M | 0.24% | +66,330+22.5% | Added |
| Cerity Partners LLC | 292,254 | $2.79M | 0.00% | +12,244+4.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 290,178 | $2.77M | 0.01% | −546−0.2% | Reduced |
| Shaker Financial Services, LLC | 265,118 | $2.53M | 0.80% | +195,979+283.5% | Added |
| Fund Advisors of America Inc | 237,955 | $2.27M | 2.08% | +237,955 | New |
| Marks Group Wealth Management, Inc | 230,456 | $2.20M | 0.21% | 00.0% | Unchanged |
| Truist Financial Corp | 207,776 | $1.93M | 0.00% | +8,557+4.3% | Added |
| Northwestern Mutual Wealth Management Co | 189,555 | $1.81M | 0.00% | +10,784+6.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 179,722 | $1.71M | 0.01% | +103,053+134.4% | Added |
| Blair William & Co | 176,178 | $1.68M | 0.00% | −3,797−2.1% | Reduced |
| Comerica Bank | 160,890 | $1.53M | 0.01% | −3,466−2.1% | Reduced |
| Avestar Capital, LLC | 155,700 | $1.48M | 0.10% | −39,500−20.2% | Reduced |
| High Net Worth Advisory Group LLC | 151,790 | $1.45M | 0.33% | −11,049−6.8% | Reduced |
| Principal Securities, Inc. | 146,641 | $1.40M | 0.02% | −6,519−4.3% | Reduced |
| Pointe Capital Management LLC | 145,488 | $1.39M | 0.69% | −14,044−8.8% | Reduced |
| Mariner, LLC | 143,663 | $1.37M | 0.00% | +890+0.6% | Added |
| one8zero8, LLC | 139,150 | $1.33M | 0.29% | +1,000+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 138,291 | $1.32M | 0.01% | +101+0.1% | Added |
| Goldman Sachs Group Inc | 132,641 | $1.26M | 0.00% | +2,771+2.1% | Added |
| 1607 Capital Partners, LLC | 129,714 | $1.24M | 0.08% | −124,792−49.0% | Reduced |
| Oppenheimer & Co Inc | 125,596 | $1.20M | 0.02% | −4,812−3.7% | Reduced |
| Allworth Financial LP | 125,244 | $1.19M | 0.00% | +6,960+5.9% | Added |
| S Harris Financial Group, LLC | 118,953 | $1.13M | 1.09% | +118,953 | New |
| Colony Group, LLC | 116,685 | $1.10M | 0.00% | +18,341+18.6% | Added |
| Morey & Quinn Wealth Partners, LLC | 111,505 | $1.06M | 0.76% | +7,318+7.0% | Added |
| Clarius Group, LLC | 107,906 | $1.03M | 0.06% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 106,042 | $1.01M | 0.36% | +4,385+4.3% | Added |
| Integrated Wealth Concepts LLC | 106,036 | $1.01M | 0.01% | +9,441+9.8% | Added |
| Sanctuary Advisors, LLC | 100,882 | $961.4K | 0.01% | −5,841−5.5% | Reduced |
| Thrivent Financial for Lutherans | 99,725 | $950.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 95,226 | $907.5K | 0.01% | +4,767+5.3% | Added |
| Kovack Advisors, Inc. | 94,528 | $900.9K | 0.04% | +40,481+74.9% | Added |
| Bearing Point Capital, LLC | 94,000 | $895.8K | 0.14% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 93,362 | $890.0K | 0.04% | +1,677+1.8% | Added |
| Leo Wealth, LLC | 88,886 | $847.1K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 79,955 | $762.0K | 0.05% | +7,001+9.6% | Added |
| CI Private Wealth, LLC | 71,112 | $677.7K | 0.00% | +5,990+9.2% | Added |
| Winebrenner Capital Management LLC | 70,000 | $667.1K | 0.44% | −10,000−12.5% | Reduced |
| NWF Advisory Services Inc. | 66,225 | $631.1K | 0.07% | −15,400−18.9% | Reduced |
| Ameritas Advisory Services, LLC | 64,761 | $617.2K | 0.02% | −5,129−7.3% | Reduced |
| Merit Financial Group, LLC | 64,544 | $615.1K | 0.00% | +4,654+7.8% | Added |
| The PNC Financial Services Group, Inc. | 63,839 | $608.4K | 0.00% | −3,000−4.5% | Reduced |
| David J Yvars Group | 62,561 | $593.9K | 0.32% | +7,249+13.1% | Added |
| Diligent Investors, LLC | 61,636 | $587.4K | 0.14% | +30,592+98.5% | Added |
| Jane Street Group, LLC | 61,486 | $586.0K | 0.00% | +17,439+39.6% | Added |
| PFG Investments, LLC | 59,482 | $566.9K | 0.03% | +5,671+10.5% | Added |
| Creative Planning | 56,753 | $540.9K | 0.00% | +15,989+39.2% | Added |
| MGB Wealth Management, LLC | 55,822 | $532.0K | 0.15% | −146−0.3% | Reduced |
| Wedbush Securities Inc | 54,552 | $520.0K | 0.02% | +6,157+12.7% | Added |
| Dakota Wealth Management | 54,085 | $515.4K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 53,649 | $511.3K | 0.01% | +87+0.2% | Added |
| Summit Financial, LLC | 53,622 | $511.0K | 0.01% | −3,500−6.1% | Reduced |
| JGP Wealth Management, LLC | 52,500 | $500.3K | 0.05% | +52,500 | New |
| IFC Advisors LLC | 51,967 | $495.2K | 0.07% | −11,669−18.3% | Reduced |
| Farther Finance Advisors, LLC | 51,556 | $491.3K | 0.01% | +2,134+4.3% | Added |
| Investmark Advisory Group LLC | 50,164 | $478.1K | 0.20% | +639+1.3% | Added |
| Envestnet Asset Management Inc | 48,189 | $459.2K | 0.00% | −239,522−83.3% | Reduced |
| Wealth Effects LLC | 48,067 | $458.1K | 0.14% | −3,500−6.8% | Reduced |
| Atomi Financial Group, Inc. | 46,361 | $441.8K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 43,811 | $417.5K | 0.00% | −21,801−33.2% | Reduced |
| Captrust Financial Advisors | 43,457 | $414.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 41,860 | $403.9K | 0.00% | −3,414−7.5% | Reduced |
| Sound Income Strategies, LLC | 41,604 | $397.7K | 0.02% | +41,604 | New |
| J.W. Cole Advisors, Inc. | 69,625 | $383.8K | 0.01% | −6,968−9.1% | Reduced |
| Sunpointe, LLC | 39,272 | $374.3K | 0.12% | +658+1.7% | Added |
| Post Resch Tallon Group Inc. | 39,145 | $373.1K | 0.32% | +1,971+5.3% | Added |
| Pathstone Holdings, LLC | 37,825 | $360.5K | 0.00% | +325+0.9% | Added |
| Cranbrook Wealth Management, LLC | 36,924 | $351.9K | 0.07% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 36,167 | $344.7K | 0.19% | +754+2.1% | Added |
| Mill Creek Capital Advisors, LLC | 35,659 | $339.8K | 0.01% | 00.0% | Unchanged |