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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 12,197 | $116.2K | 0.00% | +12,197 | New |
| Two Sigma Securities, LLC | 12,409 | $118.3K | 0.02% | +12,409 | New |
| Prospera Financial Services Inc | 12,597 | $120.0K | 0.00% | +1,757+16.2% | Added |
| Lido Advisors, LLC | 13,208 | $120.2K | 0.00% | −10.0% | Reduced |
| Cresset Asset Management, LLC | 12,666 | $120.7K | 0.00% | +96+0.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 12,700 | $121.0K | 0.01% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 12,602 | $121.8K | 0.02% | +16+0.1% | Added |
| Great Valley Advisor Group, Inc. | 13,355 | $127.3K | 0.00% | +13,355 | New |
| Herold Advisors, Inc. | 13,677 | $130.3K | 0.03% | −972−6.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,680 | $130.4K | 0.00% | −550−3.9% | Reduced |
| Sunbelt Securities, Inc. | 13,736 | $130.9K | 0.01% | +73+0.5% | Added |
| Charles Schwab Trust Co | 13,847 | $132.0K | 0.01% | +13,847 | New |
| Catalina Capital Group, LLC | 14,050 | $133.9K | 0.08% | +79+0.6% | Added |
| Van Hulzen Asset Management, LLC | 14,350 | $136.8K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,363 | $137.0K | 0.00% | −219,327−93.9% | Reduced |
| Cooper/Haims Advisors, LLC | 14,746 | $140.5K | 0.06% | +14,746 | New |
| Fiduciary Trust Co | 15,377 | $146.5K | 0.00% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 15,602 | $148.7K | 0.06% | +325+2.1% | Added |
| Retirement Solution Inc. | 15,799 | $150.6K | 0.03% | +332+2.1% | Added |
| Warren Averett Asset Management, LLC | 15,961 | $152.1K | 0.00% | +150+0.9% | Added |
| Beacon Investment Advisory Services, Inc. | 16,295 | $155.3K | 0.01% | −200−1.2% | Reduced |
| Black Diamond Financial, LLC | 16,427 | $156.6K | 0.02% | +16,427 | New |
| WealthBridge Capital Management, LLC | 16,657 | $158.7K | 0.04% | −600−3.5% | Reduced |
| Gladstone Institutional Advisory LLC | 16,780 | $159.9K | 0.01% | −100−0.6% | Reduced |
| Piedmont Capital Management, LLC | 17,054 | $162.5K | 0.11% | +17,054 | New |
| Strait & Sound Wealth Management LLC | 17,200 | $163.9K | 0.06% | 00.0% | Unchanged |
| McDonald Partners LLC | 17,200 | $163.9K | 0.05% | +17,200 | New |
| Harbour Wealth Management Group, Inc. | 17,388 | $165.7K | 0.13% | +17,388 | New |
| Founders Financial Alliance, LLC | 17,595 | $167.7K | 0.03% | +2,223+14.5% | Added |
| KPP Advisory Services LLC | 17,710 | $168.8K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 17,936 | $170.9K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,357 | $174.9K | 0.02% | +4,109+28.8% | Added |
| Main Street Financial Solutions, LLC | 18,384 | $175.2K | 0.01% | +18,384 | New |
| Insigneo Advisory Services, LLC | 18,397 | $175.3K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 18,599 | $177.2K | 0.01% | +1,357+7.9% | Added |
| Brown Advisory Inc | 18,801 | $179.2K | 0.00% | −14,433−43.4% | Reduced |
| Matrix Private Capital Group LLC | 18,969 | $180.8K | 0.09% | +500+2.7% | Added |
| Empower Advisory Group, LLC | 19,000 | $181.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 19,088 | $181.9K | 0.01% | +392+2.1% | Added |
| Franklin Resources Inc | 19,133 | $182.3K | 0.00% | 00.0% | Unchanged |
| MBL Wealth, LLC | 19,150 | $182.5K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 19,300 | $183.9K | 0.01% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 19,398 | $184.9K | 0.11% | +19,398 | New |
| Mercer Global Advisors Inc | 19,592 | $186.7K | 0.00% | −533−2.6% | Reduced |
| BNB Wealth Management, LLC | 19,797 | $188.7K | 0.12% | +19,797 | New |
| U.S. Capital Wealth Advisors, LLC | 19,827 | $189.0K | 0.00% | +19,827 | New |
| Diversified Portfolios, Inc. | 19,900 | $189.6K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 19,924 | $189.9K | 0.00% | −1,220−5.8% | Reduced |
| Blue Water Asset Management | 20,007 | $190.7K | 0.07% | +20,007 | New |
| Heritage Wealth Management, Inc. | 20,135 | $191.9K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 20,178 | $192.3K | 0.00% | +7,378+57.6% | Added |
| SeaCrest Wealth Management, LLC | 20,366 | $195.7K | 0.02% | −4,000−16.4% | Reduced |
| EP Wealth Advisors, LLC | 21,190 | $201.9K | 0.00% | +21,190 | New |
| Beaumont Financial Advisors, LLC | 21,260 | $202.6K | 0.01% | +21,260 | New |
| Flagship Harbor Advisors, LLC | 21,556 | $205.4K | 0.01% | +90.0% | Added |
| Decision Investments, Inc | 22,720 | $216.5K | 0.24% | +22,720 | New |
| Stratos Wealth Advisors, LLC | 24,000 | $228.7K | 0.01% | −24−0.1% | Reduced |
| HBK Sorce Advisory LLC | 23,729 | $229.5K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 24,448 | $233.0K | 0.00% | −360−1.5% | Reduced |
| StoneX Group Inc. | 25,385 | $241.9K | 0.01% | −60,793−70.5% | Reduced |
| Natixis Advisors, L.P. | 25,835 | $246.0K | 0.00% | −1,849−6.7% | Reduced |
| Z3 Capital Partners, LLC | 25,950 | $247.3K | 0.06% | +25,950 | New |
| HORAN Wealth, LLC | 26,122 | $248.9K | 0.04% | +165+0.6% | Added |
| Change Path, LLC | 26,250 | $250.2K | 0.01% | −1,750−6.3% | Reduced |
| M Holdings Securities, Inc. | 27,023 | $258.0K | 0.02% | +27,023 | New |
| Mission Wealth Management, LP | 27,214 | $259.4K | 0.01% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 27,431 | $261.4K | 0.12% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 28,003 | $266.9K | 0.00% | +1,745+6.6% | Added |
| Stonebridge Financial Planning Group, LLC | 28,009 | $266.9K | 0.10% | +63+0.2% | Added |
| Successful Portfolios LLC | 27,794 | $270.4K | 0.14% | +3,000+12.1% | Added |
| First Heartland Consultants, Inc. | 28,498 | $271.6K | 0.02% | +67+0.2% | Added |
| Private Advisor Group, LLC | 28,675 | $273.3K | 0.00% | +20.0% | Added |
| Advisory Advocates, LLC | 28,922 | $275.6K | 0.27% | +28,922 | New |
| Evolve Private Wealth, LLC | 29,493 | $281.1K | 0.02% | +29,493 | New |
| Silverlake Wealth Management LLC | 29,629 | $282.4K | 0.06% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 30,100 | $286.9K | 0.12% | +30,100 | New |
| OpenArc Corporate Advisory, LLC | 30,255 | $288.3K | 0.00% | +30,255 | New |
| Garden State Investment Advisory Services LLC | 30,374 | $289.5K | 0.07% | −746−2.4% | Reduced |
| Closed-End Fund Advisors, Inc. | 30,625 | $291.9K | 0.17% | +30,625 | New |
| Commons Capital, LLC | 30,886 | $294.3K | 0.21% | +3,143+11.3% | Added |
| Amplius Wealth Advisors, LLC | 32,157 | $306.5K | 0.03% | +657+2.1% | Added |
| Focus Financial Network, Inc. | 32,321 | $308.0K | 0.01% | +950+3.0% | Added |
| Benjamin Edwards Inc | 32,340 | $308.2K | 0.00% | −210−0.6% | Reduced |
| Moors & Cabot, Inc. | 32,741 | $312.0K | 0.01% | +10,501+47.2% | Added |
| MKT Advisors LLC | 33,111 | $316.9K | 0.11% | −25−0.1% | Reduced |
| Commerce Bank | 33,531 | $319.6K | 0.00% | 00.0% | Unchanged |
| PMG Family Office LLC | 34,491 | $328.7K | 0.38% | +50.0% | Added |
| Stockman Wealth Management, Inc. | 34,529 | $329.1K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 35,106 | $334.6K | 0.02% | +10,077+40.3% | Added |
| Mill Creek Capital Advisors, LLC | 35,659 | $339.8K | 0.01% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 36,167 | $344.7K | 0.19% | +754+2.1% | Added |
| Cranbrook Wealth Management, LLC | 36,924 | $351.9K | 0.07% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 37,825 | $360.5K | 0.00% | +325+0.9% | Added |
| Post Resch Tallon Group Inc. | 39,145 | $373.1K | 0.32% | +1,971+5.3% | Added |
| Sunpointe, LLC | 39,272 | $374.3K | 0.12% | +658+1.7% | Added |
| J.W. Cole Advisors, Inc. | 69,625 | $383.8K | 0.01% | −6,968−9.1% | Reduced |
| Sound Income Strategies, LLC | 41,604 | $397.7K | 0.02% | +41,604 | New |
| Wealth Enhancement Advisory Services, LLC | 41,860 | $403.9K | 0.00% | −3,414−7.5% | Reduced |
| Captrust Financial Advisors | 43,457 | $414.1K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 43,811 | $417.5K | 0.00% | −21,801−33.2% | Reduced |