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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 1 | $8 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 13 | $124 | 0.00% | −19−59.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 75 | $715 | 0.00% | +75 | New |
| Root Financial Partners, LLC | 125 | $1.19K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 159 | $1.52K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 200 | $1.91K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 225 | $2.13K | 0.00% | +125+125.0% | Added |
| Trust Co of Toledo NA | 250 | $2.38K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 296 | $2.82K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 300 | $2.86K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 349 | $3.33K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $3.67K | 0.00% | – | – |
| ORG Partners LLC | 390 | $3.72K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 429 | $4.09K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 500 | $4.76K | 0.00% | +500 | New |
| McGuire Capital Advisors Inc | 680 | $6.48K | 0.00% | +680 | New |
| NBT Bank N A | 10 | $7.62K | 0.00% | +1+11.1% | Added |
| Salomon & Ludwin, LLC | 805 | $7.70K | 0.00% | −800−49.8% | Reduced |
| Pinnacle Bancorp, Inc. | 841 | $8.02K | 0.00% | −3,782−81.8% | Reduced |
| Wealth Preservation Advisors, LLC | 850 | $8.10K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 858 | $8.18K | 0.00% | +858 | New |
| Atlantic Edge Private Wealth Management, LLC | 900 | $8.58K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 987 | $9.00K | 0.00% | +987 | New |
| Vision Financial Markets LLC | 1,106 | $10.5K | 0.01% | +23+2.1% | Added |
| GAMMA Investing LLC | 1,265 | $12.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,465 | $14.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,500 | $14.3K | 0.01% | −150−9.1% | Reduced |
| ZRC Wealth Management, LLC | 1,500 | $14.3K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,583 | $15.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,615 | $15.4K | 0.00% | −500−23.6% | Reduced |
| Legacy Wealth Managment, LLC | 1,687 | $16.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,700 | $16.2K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,799 | $17.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,875 | $17.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,953 | $18.6K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,998 | $19.0K | 0.01% | +1,998 | New |
| Central Trust Co | 2,000 | $19.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,246 | $21.4K | 0.00% | +857+61.7% | Added |
| SRS Capital Advisors, Inc. | 2,456 | $23.4K | 0.00% | +2,456 | New |
| US Bancorp | 2,470 | $23.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $23.8K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 2,620 | $25.0K | 0.01% | +2,620 | New |
| Vermillion Wealth Management, Inc. | 2,648 | $25.2K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,650 | $25.3K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,734 | $26.1K | 0.00% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 2,794 | $26.6K | 0.01% | +2,794 | New |
| Cornerstone Planning Group LLC | 2,765 | $26.7K | 0.00% | +57+2.1% | Added |
| Financial Management Professionals, Inc. | 2,828 | $27.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 2,820 | $27.0K | 0.00% | +2,820 | New |
| Bokf, NA | 2,900 | $27.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 2,925 | $27.9K | 0.00% | +2,925 | New |
| Eastern Bank | 3,206 | $30.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,350 | $31.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,622 | $34.5K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3,630 | $34.6K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 4,000 | $38.1K | 0.00% | −2,000−33.3% | Reduced |
| Bogart Wealth, LLC | 4,538 | $43.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,628 | $44.1K | 0.01% | +97+2.1% | Added |
| Cypress Capital Management LLC (WY) | 5,000 | $47.6K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $47.6K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 5,000 | $47.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,340 | $50.9K | 0.01% | +86+1.6% | Added |
| Millstone Evans Group, LLC | 6,390 | $60.9K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,500 | $61.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,749 | $64.3K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 7,800 | $74.3K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 8,158 | $77.7K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 8,623 | $82.2K | 0.01% | +8,623 | New |
| Colonial Trust Advisors | 8,750 | $83.4K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 8,920 | $85.0K | 0.00% | +102+1.2% | Added |
| PFS Partners, LLC | 8,994 | $85.7K | 0.04% | +189+2.1% | Added |
| Bryn Mawr Trust Co | 9,000 | $85.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9,218 | $87.8K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 9,302 | $88.7K | 0.00% | +320+3.6% | Added |
| Parallel Advisors, LLC | 9,968 | $95.0K | 0.00% | +74+0.7% | Added |
| Ronald Blue Trust, Inc. | 10,000 | $95.3K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,017 | $95.5K | 0.00% | +10,017 | New |
| Gateway Wealth Partners, LLC | 10,275 | $97.9K | 0.01% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 10,279 | $98.0K | 0.00% | +10,279 | New |
| Princeton Global Asset Management LLC | 10,526 | $100.3K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 10,571 | $100.7K | 0.01% | +221+2.1% | Added |
| Wealth Alliance | 10,675 | $101.7K | 0.01% | +224+2.1% | Added |
| Spirepoint Private Client, LLC | 10,683 | $101.8K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,684 | $101.8K | 0.00% | +10,684 | New |
| Focused Alpha, LLC | 10,874 | $103.6K | 0.03% | +10,874 | New |
| Investment Partners Asset Management, Inc. | 11,184 | $106.6K | 0.07% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $109.5K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $109.6K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $109.6K | 0.00% | 00.0% | Unchanged |
| WealthSpring Partners, LLC | 11,545 | $110.0K | 0.11% | +11,545 | New |
| Ieq Capital, LLC | 11,550 | $110.1K | 0.00% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 11,661 | $111.1K | 0.01% | +11,661 | New |
| Fortress Private Ledger, LLC | 11,717 | $111.7K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 11,733 | $111.8K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 11,925 | $113.6K | 0.00% | +1,921+19.2% | Added |
| NBC Securities, Inc. | 11,966 | $114.0K | 0.01% | +19+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 12,065 | $115.0K | 0.01% | +12,065 | New |
| Modern Wealth Management, LLC | 12,082 | $115.1K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 12,117 | $115.5K | 0.00% | −25−0.2% | Reduced |