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 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 35,106 | $334.6K | 0.02% | +10,077+40.3% | Added |
| Stockman Wealth Management, Inc. | 34,529 | $329.1K | 0.04% | 00.0% | Unchanged |
| PMG Family Office LLC | 34,491 | $328.7K | 0.38% | +50.0% | Added |
| Commerce Bank | 33,531 | $319.6K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 33,111 | $316.9K | 0.11% | −25−0.1% | Reduced |
| Moors & Cabot, Inc. | 32,741 | $312.0K | 0.01% | +10,501+47.2% | Added |
| Benjamin Edwards Inc | 32,340 | $308.2K | 0.00% | −210−0.6% | Reduced |
| Focus Financial Network, Inc. | 32,321 | $308.0K | 0.01% | +950+3.0% | Added |
| Amplius Wealth Advisors, LLC | 32,157 | $306.5K | 0.03% | +657+2.1% | Added |
| Commons Capital, LLC | 30,886 | $294.3K | 0.21% | +3,143+11.3% | Added |
| Closed-End Fund Advisors, Inc. | 30,625 | $291.9K | 0.17% | +30,625 | New |
| Garden State Investment Advisory Services LLC | 30,374 | $289.5K | 0.07% | −746−2.4% | Reduced |
| OpenArc Corporate Advisory, LLC | 30,255 | $288.3K | 0.00% | +30,255 | New |
| Navis Wealth Advisors, LLC | 30,100 | $286.9K | 0.12% | +30,100 | New |
| Silverlake Wealth Management LLC | 29,629 | $282.4K | 0.06% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 29,493 | $281.1K | 0.02% | +29,493 | New |
| Advisory Advocates, LLC | 28,922 | $275.6K | 0.27% | +28,922 | New |
| Private Advisor Group, LLC | 28,675 | $273.3K | 0.00% | +20.0% | Added |
| First Heartland Consultants, Inc. | 28,498 | $271.6K | 0.02% | +67+0.2% | Added |
| Successful Portfolios LLC | 27,794 | $270.4K | 0.14% | +3,000+12.1% | Added |
| Stonebridge Financial Planning Group, LLC | 28,009 | $266.9K | 0.10% | +63+0.2% | Added |
| Apollon Wealth Management, LLC | 28,003 | $266.9K | 0.00% | +1,745+6.6% | Added |
| Sage Capital Management, LLC | 27,431 | $261.4K | 0.12% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 27,214 | $259.4K | 0.01% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 27,023 | $258.0K | 0.02% | +27,023 | New |
| Change Path, LLC | 26,250 | $250.2K | 0.01% | −1,750−6.3% | Reduced |
| HORAN Wealth, LLC | 26,122 | $248.9K | 0.04% | +165+0.6% | Added |
| Z3 Capital Partners, LLC | 25,950 | $247.3K | 0.06% | +25,950 | New |
| Natixis Advisors, L.P. | 25,835 | $246.0K | 0.00% | −1,849−6.7% | Reduced |
| StoneX Group Inc. | 25,385 | $241.9K | 0.01% | −60,793−70.5% | Reduced |
| Stratos Wealth Partners, LTD. | 24,448 | $233.0K | 0.00% | −360−1.5% | Reduced |
| HBK Sorce Advisory LLC | 23,729 | $229.5K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 24,000 | $228.7K | 0.01% | −24−0.1% | Reduced |
| Decision Investments, Inc | 22,720 | $216.5K | 0.24% | +22,720 | New |
| Flagship Harbor Advisors, LLC | 21,556 | $205.4K | 0.01% | +90.0% | Added |
| Beaumont Financial Advisors, LLC | 21,260 | $202.6K | 0.01% | +21,260 | New |
| EP Wealth Advisors, LLC | 21,190 | $201.9K | 0.00% | +21,190 | New |
| SeaCrest Wealth Management, LLC | 20,366 | $195.7K | 0.02% | −4,000−16.4% | Reduced |
| Harbour Investments, Inc. | 20,178 | $192.3K | 0.00% | +7,378+57.6% | Added |
| Heritage Wealth Management, Inc. | 20,135 | $191.9K | 0.05% | 00.0% | Unchanged |
| Blue Water Asset Management | 20,007 | $190.7K | 0.07% | +20,007 | New |
| Kestra Private Wealth Services, LLC | 19,924 | $189.9K | 0.00% | −1,220−5.8% | Reduced |
| Diversified Portfolios, Inc. | 19,900 | $189.6K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 19,827 | $189.0K | 0.00% | +19,827 | New |
| BNB Wealth Management, LLC | 19,797 | $188.7K | 0.12% | +19,797 | New |
| Mercer Global Advisors Inc | 19,592 | $186.7K | 0.00% | −533−2.6% | Reduced |
| Arlington Capital Management, Inc. | 19,398 | $184.9K | 0.11% | +19,398 | New |
| Venture Visionary Partners LLC | 19,300 | $183.9K | 0.01% | 00.0% | Unchanged |
| MBL Wealth, LLC | 19,150 | $182.5K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,133 | $182.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 19,088 | $181.9K | 0.01% | +392+2.1% | Added |
| Empower Advisory Group, LLC | 19,000 | $181.1K | 0.00% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 18,969 | $180.8K | 0.09% | +500+2.7% | Added |
| Brown Advisory Inc | 18,801 | $179.2K | 0.00% | −14,433−43.4% | Reduced |
| Sax Wealth Advisors, LLC | 18,599 | $177.2K | 0.01% | +1,357+7.9% | Added |
| Insigneo Advisory Services, LLC | 18,397 | $175.3K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 18,384 | $175.2K | 0.01% | +18,384 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,357 | $174.9K | 0.02% | +4,109+28.8% | Added |
| Meridian Wealth Advisors, LLC | 17,936 | $170.9K | 0.02% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 17,710 | $168.8K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 17,595 | $167.7K | 0.03% | +2,223+14.5% | Added |
| Harbour Wealth Management Group, Inc. | 17,388 | $165.7K | 0.13% | +17,388 | 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 |
| Piedmont Capital Management, LLC | 17,054 | $162.5K | 0.11% | +17,054 | New |
| Gladstone Institutional Advisory LLC | 16,780 | $159.9K | 0.01% | −100−0.6% | Reduced |
| WealthBridge Capital Management, LLC | 16,657 | $158.7K | 0.04% | −600−3.5% | Reduced |
| Black Diamond Financial, LLC | 16,427 | $156.6K | 0.02% | +16,427 | New |
| Beacon Investment Advisory Services, Inc. | 16,295 | $155.3K | 0.01% | −200−1.2% | Reduced |
| Warren Averett Asset Management, LLC | 15,961 | $152.1K | 0.00% | +150+0.9% | Added |
| Retirement Solution Inc. | 15,799 | $150.6K | 0.03% | +332+2.1% | Added |
| Summit Investment Advisory Services, LLC | 15,602 | $148.7K | 0.06% | +325+2.1% | Added |
| Fiduciary Trust Co | 15,377 | $146.5K | 0.00% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 14,746 | $140.5K | 0.06% | +14,746 | New |
| Park Avenue Securities LLC | 14,363 | $137.0K | 0.00% | −219,327−93.9% | Reduced |
| Van Hulzen Asset Management, LLC | 14,350 | $136.8K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 14,050 | $133.9K | 0.08% | +79+0.6% | Added |
| Charles Schwab Trust Co | 13,847 | $132.0K | 0.01% | +13,847 | New |
| Sunbelt Securities, Inc. | 13,736 | $130.9K | 0.01% | +73+0.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,680 | $130.4K | 0.00% | −550−3.9% | Reduced |
| Herold Advisors, Inc. | 13,677 | $130.3K | 0.03% | −972−6.6% | Reduced |
| Great Valley Advisor Group, Inc. | 13,355 | $127.3K | 0.00% | +13,355 | New |
| Waterfront Wealth Inc. | 12,602 | $121.8K | 0.02% | +16+0.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 12,700 | $121.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 12,666 | $120.7K | 0.00% | +96+0.8% | Added |
| Lido Advisors, LLC | 13,208 | $120.2K | 0.00% | −10.0% | Reduced |
| Prospera Financial Services Inc | 12,597 | $120.0K | 0.00% | +1,757+16.2% | Added |
| Two Sigma Securities, LLC | 12,409 | $118.3K | 0.02% | +12,409 | New |
| Pensionmark Financial Group, LLC | 12,197 | $116.2K | 0.00% | +12,197 | New |
| Beacon Pointe Advisors, LLC | 12,117 | $115.5K | 0.00% | −25−0.2% | Reduced |
| Modern Wealth Management, LLC | 12,082 | $115.1K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 12,065 | $115.0K | 0.01% | +12,065 | New |
| NBC Securities, Inc. | 11,966 | $114.0K | 0.01% | +19+0.2% | Added |
| Davenport & Co LLC | 11,925 | $113.6K | 0.00% | +1,921+19.2% | Added |
| Evoke Wealth, LLC | 11,733 | $111.8K | 0.00% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 11,717 | $111.7K | 0.04% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 11,661 | $111.1K | 0.01% | +11,661 | New |
| Ieq Capital, LLC | 11,550 | $110.1K | 0.00% | 00.0% | Unchanged |
| WealthSpring Partners, LLC | 11,545 | $110.0K | 0.11% | +11,545 | New |
| Welch & Forbes LLC | 11,500 | $109.6K | 0.00% | 00.0% | Unchanged |