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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 46,361 | $441.8K | 0.01% | 00.0% | Unchanged |
| Wealth Effects LLC | 48,067 | $458.1K | 0.14% | −3,500−6.8% | Reduced |
| Envestnet Asset Management Inc | 48,189 | $459.2K | 0.00% | −239,522−83.3% | Reduced |
| Investmark Advisory Group LLC | 50,164 | $478.1K | 0.20% | +639+1.3% | Added |
| Farther Finance Advisors, LLC | 51,556 | $491.3K | 0.01% | +2,134+4.3% | Added |
| IFC Advisors LLC | 51,967 | $495.2K | 0.07% | −11,669−18.3% | Reduced |
| JGP Wealth Management, LLC | 52,500 | $500.3K | 0.05% | +52,500 | New |
| Summit Financial, LLC | 53,622 | $511.0K | 0.01% | −3,500−6.1% | Reduced |
| Independent Financial Group, LLC | 53,649 | $511.3K | 0.01% | +87+0.2% | Added |
| Dakota Wealth Management | 54,085 | $515.4K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 54,552 | $520.0K | 0.02% | +6,157+12.7% | Added |
| MGB Wealth Management, LLC | 55,822 | $532.0K | 0.15% | −146−0.3% | Reduced |
| Creative Planning | 56,753 | $540.9K | 0.00% | +15,989+39.2% | Added |
| PFG Investments, LLC | 59,482 | $566.9K | 0.03% | +5,671+10.5% | Added |
| Jane Street Group, LLC | 61,486 | $586.0K | 0.00% | +17,439+39.6% | Added |
| Diligent Investors, LLC | 61,636 | $587.4K | 0.14% | +30,592+98.5% | Added |
| David J Yvars Group | 62,561 | $593.9K | 0.32% | +7,249+13.1% | Added |
| The PNC Financial Services Group, Inc. | 63,839 | $608.4K | 0.00% | −3,000−4.5% | Reduced |
| Merit Financial Group, LLC | 64,544 | $615.1K | 0.00% | +4,654+7.8% | Added |
| Ameritas Advisory Services, LLC | 64,761 | $617.2K | 0.02% | −5,129−7.3% | Reduced |
| NWF Advisory Services Inc. | 66,225 | $631.1K | 0.07% | −15,400−18.9% | Reduced |
| Winebrenner Capital Management LLC | 70,000 | $667.1K | 0.44% | −10,000−12.5% | Reduced |
| CI Private Wealth, LLC | 71,112 | $677.7K | 0.00% | +5,990+9.2% | Added |
| International Assets Investment Management, LLC | 79,955 | $762.0K | 0.05% | +7,001+9.6% | Added |
| Leo Wealth, LLC | 88,886 | $847.1K | 0.06% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 93,362 | $890.0K | 0.04% | +1,677+1.8% | Added |
| Bearing Point Capital, LLC | 94,000 | $895.8K | 0.14% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 94,528 | $900.9K | 0.04% | +40,481+74.9% | Added |
| D.A. Davidson & Co. | 95,226 | $907.5K | 0.01% | +4,767+5.3% | Added |
| Thrivent Financial for Lutherans | 99,725 | $950.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 100,882 | $961.4K | 0.01% | −5,841−5.5% | Reduced |
| Integrated Wealth Concepts LLC | 106,036 | $1.01M | 0.01% | +9,441+9.8% | Added |
| Northstar Advisory Group, LLC | 106,042 | $1.01M | 0.36% | +4,385+4.3% | Added |
| Clarius Group, LLC | 107,906 | $1.03M | 0.06% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 111,505 | $1.06M | 0.76% | +7,318+7.0% | Added |
| Colony Group, LLC | 116,685 | $1.10M | 0.00% | +18,341+18.6% | Added |
| S Harris Financial Group, LLC | 118,953 | $1.13M | 1.09% | +118,953 | New |
| Allworth Financial LP | 125,244 | $1.19M | 0.00% | +6,960+5.9% | Added |
| Oppenheimer & Co Inc | 125,596 | $1.20M | 0.02% | −4,812−3.7% | Reduced |
| 1607 Capital Partners, LLC | 129,714 | $1.24M | 0.08% | −124,792−49.0% | Reduced |
| Goldman Sachs Group Inc | 132,641 | $1.26M | 0.00% | +2,771+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 138,291 | $1.32M | 0.01% | +101+0.1% | Added |
| one8zero8, LLC | 139,150 | $1.33M | 0.29% | +1,000+0.7% | Added |
| Mariner, LLC | 143,663 | $1.37M | 0.00% | +890+0.6% | Added |
| Pointe Capital Management LLC | 145,488 | $1.39M | 0.69% | −14,044−8.8% | Reduced |
| Principal Securities, Inc. | 146,641 | $1.40M | 0.02% | −6,519−4.3% | Reduced |
| High Net Worth Advisory Group LLC | 151,790 | $1.45M | 0.33% | −11,049−6.8% | Reduced |
| Avestar Capital, LLC | 155,700 | $1.48M | 0.10% | −39,500−20.2% | Reduced |
| Comerica Bank | 160,890 | $1.53M | 0.01% | −3,466−2.1% | Reduced |
| Blair William & Co | 176,178 | $1.68M | 0.00% | −3,797−2.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 179,722 | $1.71M | 0.01% | +103,053+134.4% | Added |
| Northwestern Mutual Wealth Management Co | 189,555 | $1.81M | 0.00% | +10,784+6.0% | Added |
| Truist Financial Corp | 207,776 | $1.93M | 0.00% | +8,557+4.3% | Added |
| Marks Group Wealth Management, Inc | 230,456 | $2.20M | 0.21% | 00.0% | Unchanged |
| Fund Advisors of America Inc | 237,955 | $2.27M | 2.08% | +237,955 | New |
| Shaker Financial Services, LLC | 265,118 | $2.53M | 0.80% | +195,979+283.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 290,178 | $2.77M | 0.01% | −546−0.2% | Reduced |
| Cerity Partners LLC | 292,254 | $2.79M | 0.00% | +12,244+4.4% | Added |
| KMG Fiduciary Partners, LLC | 360,568 | $3.44M | 0.24% | +66,330+22.5% | Added |
| CoreCap Advisors, LLC | 410,529 | $3.91M | 0.14% | +1,376+0.3% | Added |
| GWM Advisors LLC | 442,419 | $4.22M | 0.02% | +30,144+7.3% | Added |
| Cetera Investment Advisers | 460,671 | $4.39M | 0.00% | +71,004+18.2% | Added |
| Kestra Advisory Services, LLC | 462,619 | $4.41M | 0.02% | +130,540+39.3% | Added |
| Rockefeller Capital Management L.P. | 471,129 | $4.49M | 0.01% | +76,849+19.5% | Added |
| Advisor Group Holdings, Inc. | 510,639 | $4.87M | 0.01% | −8,927−1.7% | Reduced |
| SAM Advisors, LLC | 513,474 | $4.89M | 1.55% | −470.0% | Reduced |
| Focused Wealth Management, Inc | 607,374 | $5.79M | 0.61% | +56,654+10.3% | Added |
| Snowden Capital Advisors LLC | 662,922 | $6.32M | 0.16% | −10.0% | Reduced |
| Commonwealth Equity Services, LLC | 700,350 | $6.67M | 0.01% | −34,648−4.7% | Reduced |
| UBS Group AG | 702,936 | $6.70M | 0.00% | −38,660−5.2% | Reduced |
| Prosperity Consulting Group, LLC | 728,693 | $6.94M | 0.31% | +31,301+4.5% | Added |
| Penserra Capital Management LLC | 802,308 | $7.64M | 0.09% | +74,278+10.2% | Added |
| HighTower Advisors, LLC | 833,136 | $7.94M | 0.01% | −1,895−0.2% | Reduced |
| Formidable Asset Management, LLC | 916,333 | $8.34M | 1.21% | −63,766−6.5% | Reduced |
| Cohen & Steers, Inc. | 964,977 | $9.20M | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 988,803 | $9.42M | 0.00% | +12,263+1.3% | Added |
| Stifel Financial Corp | 1,032,558 | $9.84M | 0.01% | +46,900+4.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,206,604 | $11.5M | 0.02% | −55,327−4.4% | Reduced |
| Wells Fargo & Company | 1,256,736 | $12.0M | 0.00% | −149,179−10.6% | Reduced |
| Advisors Asset Management, Inc. | 1,272,644 | $12.1M | 0.20% | −95,997−7.0% | Reduced |
| Guggenheim Capital LLC | 1,295,890 | $12.3M | 0.09% | −6,423−0.5% | Reduced |
| Janney Montgomery Scott LLC | 1,343,304 | $12.8M | 0.03% | +22,878+1.7% | Added |
| Royal Bank of Canada | 1,399,404 | $13.3M | 0.00% | +34,079+2.5% | Added |
| Karpus Management, Inc. | 1,467,837 | $14.0M | 0.43% | −67,601−4.4% | Reduced |
| Raymond James Financial Inc | 2,106,875 | $20.1M | 0.01% | +6,699+0.3% | Added |
| Bank of America Corp | 2,675,253 | $25.5M | 0.00% | −7,570−0.3% | Reduced |
| Invesco Ltd. | 3,704,086 | $35.3M | 0.00% | −250,284−6.3% | Reduced |
| LPL Financial LLC | 3,765,738 | $35.9M | 0.01% | +73,580+2.0% | Added |
| Morgan Stanley | 24,202,274 | $230.6M | 0.01% | +194,662+0.8% | Added |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −310,236−100.0% | Sold out |
| Integrated Capital Management, Inc. | 0 | $0 | 0.00% | −47,930−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −47,060−100.0% | Sold out |
| Avory & Company, LLC | 0 | $0 | 0.00% | −47,060−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −44,500−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −41,998−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −38,257−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −18,812−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −15,708−100.0% | Sold out |
| Bank of Stockton | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| VSM Wealth Advisory, LLC | 0 | $0 | 0.00% | −13,464−100.0% | Sold out |