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, Q1 2026
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Mar 31, 2026. 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
- 297
- +14 vs. Q4 2025
- Shares held
- 66.6M
- −680.5K (−1.0%) vs. Q4 2025
- Total value
- $578.5M
- −$62.3M (−9.7%) vs. Q4 2025
- New holders
- 35
- 99 more added
- Sold out
- 21
- 69 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 53 | $468 | 0.00% | +53 | New |
| Tower Research Capital LLC (TRC) | 55 | $476 | 0.00% | +42+323.1% | Added |
| Golden State Equity Partners | 100 | $866 | 0.00% | +100 | New |
| Tidemark, LLC | 218 | $1.89K | 0.00% | +18+9.0% | Added |
| Trust Co of Toledo NA | 250 | $2.17K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 273 | $2.26K | 0.00% | +114+71.7% | Added |
| Caldwell Sutter Capital, Inc. | 296 | $2.56K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 300 | $2.60K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 310 | $2.69K | 0.00% | +310 | New |
| Key Financial Inc | 349 | $3.02K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 362 | $3.13K | 0.00% | +362 | New |
| Huntington National Bank | – | $3.33K | 0.00% | – | – |
| Russell Investments Group, Ltd. | 429 | $3.71K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 500 | $4.33K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 555 | $4.59K | 0.00% | +330+146.7% | Added |
| UBS Asset Management Americas Inc | 578 | $5.00K | 0.00% | +578 | New |
| McGuire Capital Advisors Inc | 680 | $5.89K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 750 | $6.50K | 0.01% | +750 | New |
| NBT Bank N A | 800 | $6.93K | 0.00% | +790+7,900.0% | Added |
| Salomon & Ludwin, LLC | 805 | $7.10K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 841 | $7.28K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 900 | $7.79K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 953 | $8.25K | 0.00% | −312−24.7% | Reduced |
| IFP Advisors, Inc | 1,000 | $8.66K | 0.00% | −700−41.2% | Reduced |
| Jones Financial Companies LLLP | 1,135 | $9.43K | 0.00% | +1,135 | New |
| Vision Financial Markets LLC | 1,130 | $9.78K | 0.01% | +24+2.2% | Added |
| Axiom Investment Management LLC | 1,275 | $11.0K | 0.01% | +1,275 | New |
| AdvisorNet Financial, Inc | 1,329 | $11.5K | 0.00% | +1,329 | New |
| Parkside Financial Bank & Trust | 1,465 | $12.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,480 | $12.8K | 0.00% | −103−6.5% | Reduced |
| ZRC Wealth Management, LLC | 1,500 | $13.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 1,500 | $13.0K | 0.01% | +1,500 | New |
| TD Capital Management LLC | 1,799 | $15.6K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,872 | $16.2K | 0.00% | −1,758−48.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,953 | $16.9K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,998 | $17.3K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $17.3K | 0.00% | −2,000−50.0% | Reduced |
| Central Trust Co | 2,000 | $17.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,188 | $19.0K | 0.00% | +2,188 | New |
| CX Institutional | 2,460 | $21.0K | 0.00% | −360−12.8% | Reduced |
| US Bancorp | 2,470 | $21.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $21.6K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 2,520 | $22.0K | 0.00% | +2,520 | New |
| Vermillion Wealth Management, Inc. | 2,648 | $22.9K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,650 | $22.9K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,734 | $23.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,796 | $24.2K | 0.00% | +2,796 | New |
| Financial Management Professionals, Inc. | 2,828 | $24.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,900 | $25.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,845 | $26.8K | 0.00% | +80+2.9% | Added |
| Eastern Bank | 3,206 | $27.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,350 | $29.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,622 | $31.4K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 3,675 | $31.8K | 0.02% | +3,675 | New |
| Advisory Services Network, LLC | 3,831 | $33.2K | 0.00% | +3,831 | New |
| Parallel Advisors, LLC | 4,037 | $35.0K | 0.00% | −5,931−59.5% | Reduced |
| Barrett & Company, Inc. | 4,350 | $37.7K | 0.01% | +4,350 | New |
| Bogart Wealth, LLC | 4,538 | $39.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,727 | $40.9K | 0.00% | +99+2.1% | Added |
| Cypress Capital Management LLC (WY) | 5,000 | $43.3K | 0.04% | 00.0% | Unchanged |
| BankPlus Trust Department | 5,000 | $43.3K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 5,265 | $45.6K | 0.00% | +3,650+226.0% | Added |
| CWM, LLC | 5,301 | $45.9K | 0.00% | +4,314+437.1% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $46.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,430 | $47.0K | 0.01% | +90+1.7% | Added |
| Millstone Evans Group, LLC | 6,390 | $55.3K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,500 | $56.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,749 | $58.4K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 7,800 | $67.5K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 8,158 | $70.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8,750 | $75.8K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 8,754 | $75.8K | 0.01% | +131+1.5% | Added |
| Bryn Mawr Trust Co | 9,000 | $77.9K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 9,188 | $79.6K | 0.04% | +194+2.2% | Added |
| Plante Moran Financial Advisors, LLC | 9,218 | $79.8K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 9,298 | $80.5K | 0.00% | −40.0% | Reduced |
| Ronald Blue Trust, Inc. | 10,000 | $86.6K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,066 | $87.2K | 0.00% | +49+0.5% | Added |
| RWM Asset Management, LLC | 10,493 | $90.9K | 0.01% | +10,493 | New |
| Princeton Global Asset Management LLC | 10,526 | $91.2K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 10,683 | $92.5K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 10,860 | $94.0K | 0.01% | +289+2.7% | Added |
| Wealth Alliance | 10,906 | $94.4K | 0.01% | +231+2.2% | Added |
| Investment Partners Asset Management, Inc. | 11,184 | $96.9K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $99.5K | 0.01% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $99.6K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $99.6K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 11,525 | $99.8K | 0.00% | −1,683−12.7% | Reduced |
| WealthSpring Partners, LLC | 11,545 | $100.0K | 0.09% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 11,717 | $101.5K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 11,925 | $103.3K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 12,108 | $104.9K | 0.00% | +43+0.4% | Added |
| Waterfront Wealth Inc. | 12,122 | $105.0K | 0.02% | −480−3.8% | Reduced |
| Pensionmark Financial Group, LLC | 12,256 | $106.1K | 0.00% | +59+0.5% | Added |
| Investment Management Trust, LLC | 12,629 | $109.4K | 0.11% | +12,629 | New |
| Cresset Asset Management, LLC | 12,698 | $110.0K | 0.00% | +32+0.3% | Added |
| Modern Wealth Management, LLC | 12,475 | $110.4K | 0.00% | +393+3.3% | Added |