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