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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 12,925 | $111.9K | 0.00% | +10,679+475.5% | Added |
| Independent Advisor Alliance | 13,107 | $113.5K | 0.00% | +13,107 | New |
| Halbert Hargrove Global Advisors, LLC | 13,500 | $116.9K | 0.01% | +800+6.3% | Added |
| Herold Advisors, Inc. | 13,677 | $118.4K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13,961 | $120.9K | 0.01% | +225+1.6% | Added |
| Park Avenue Securities LLC | 14,013 | $121.0K | 0.00% | −350−2.4% | Reduced |
| VSM Wealth Advisory, LLC | 13,997 | $121.2K | 0.04% | +13,997 | New |
| Catalina Capital Group, LLC | 14,050 | $121.7K | 0.07% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 14,233 | $123.3K | 0.00% | +2,500+21.3% | Added |
| Van Hulzen Asset Management, LLC | 14,350 | $124.3K | 0.01% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 14,371 | $124.5K | 0.01% | −2,056−12.5% | Reduced |
| Matrix Private Capital Group LLC | 14,469 | $125.3K | 0.06% | −4,500−23.7% | Reduced |
| Citadel Advisors LLC | 14,710 | $127.4K | 0.00% | +14,710 | New |
| United Capital Financial Advisers, LLC | 14,713 | $127.4K | 0.00% | +14,713 | New |
| Cooper/Haims Advisors, LLC | 14,746 | $127.7K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,160 | $131.3K | 0.02% | +2,751+22.2% | Added |
| Fiduciary Trust Co | 15,377 | $133.2K | 0.00% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 15,725 | $136.2K | 0.02% | −1,985−11.2% | Reduced |
| Baird Financial Group, Inc. | 15,926 | $137.9K | 0.00% | +15,926 | New |
| Summit Investment Advisory Services, LLC | 15,937 | $138.0K | 0.05% | +335+2.1% | Added |
| Retirement Solution Inc. | 16,141 | $139.8K | 0.03% | +342+2.2% | Added |
| Heritage Wealth Management, Inc. | 16,291 | $141.1K | 0.07% | −3,844−19.1% | Reduced |
| Great Valley Advisor Group, Inc. | 16,473 | $143.0K | 0.00% | +3,118+23.3% | Added |
| WealthBridge Capital Management, LLC | 16,657 | $144.3K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 16,780 | $145.3K | 0.01% | 00.0% | Unchanged |
| Harbour Wealth Management Group, Inc. | 16,895 | $146.3K | 0.11% | −493−2.8% | Reduced |
| Piedmont Capital Management, LLC | 17,054 | $147.7K | 0.10% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 17,200 | $149.0K | 0.06% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 17,292 | $149.7K | 0.00% | +1,331+8.3% | Added |
| Meridian Wealth Advisors, LLC | 17,936 | $155.3K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 18,101 | $156.8K | 0.00% | +18,101 | New |
| Beacon Investment Advisory Services, Inc. | 18,220 | $157.8K | 0.01% | +1,925+11.8% | Added |
| Founders Financial Alliance, LLC | 18,426 | $159.6K | 0.03% | +831+4.7% | Added |
| Brown Advisory Inc | 18,801 | $162.8K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 19,000 | $164.5K | 0.00% | 00.0% | Unchanged |
| MBL Wealth, LLC | 19,150 | $165.8K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 19,166 | $166.0K | 0.02% | −1,200−5.9% | Reduced |
| Venture Visionary Partners LLC | 19,300 | $167.1K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 19,402 | $168.0K | 0.01% | −5,983−23.6% | Reduced |
| Spire Wealth Management | 19,492 | $168.8K | 0.01% | +404+2.1% | Added |
| NBC Securities, Inc. | 19,771 | $171.2K | 0.01% | +7,805+65.2% | Added |
| BNB Wealth Management, LLC | 19,797 | $171.4K | 0.11% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 19,809 | $171.5K | 0.00% | −18−0.1% | Reduced |
| Decision Investments, Inc | 19,864 | $172.0K | 0.20% | −2,856−12.6% | Reduced |
| Diversified Portfolios, Inc. | 19,900 | $172.3K | 0.01% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 20,051 | $173.6K | 0.10% | +653+3.4% | Added |
| Franklin Resources Inc | 20,133 | $174.4K | 0.00% | +1,000+5.2% | Added |
| Western Wealth Management, LLC | 20,260 | $175.5K | 0.01% | +20,260 | New |
| Sax Wealth Advisors, LLC | 18,599 | $177.2K | 0.01% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 20,550 | $178.0K | 0.01% | +10,275+100.0% | Added |
| Kestra Private Wealth Services, LLC | 21,095 | $182.7K | 0.00% | +1,171+5.9% | Added |
| EP Wealth Advisors, LLC | 21,190 | $183.5K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 21,200 | $183.6K | 0.00% | +8,603+68.3% | Added |
| Beaumont Financial Advisors, LLC | 21,260 | $184.1K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 21,557 | $186.7K | 0.01% | +10.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,102 | $191.4K | 0.02% | +3,745+20.4% | Added |
| Marex Group plc | 22,244 | $192.6K | 0.00% | +22,244 | New |
| Main Street Financial Solutions, LLC | 22,508 | $194.9K | 0.01% | +4,124+22.4% | Added |
| Kingsbury Capital Investment Advisors LLC | 22,644 | $196.1K | 0.18% | +22,644 | New |
| Stratos Wealth Partners, LTD. | 23,718 | $205.4K | 0.00% | −730−3.0% | Reduced |
| Successful Portfolios LLC | 24,794 | $206.8K | 0.11% | −3,000−10.8% | Reduced |
| Moors & Cabot, Inc. | 23,929 | $207.2K | 0.01% | −8,812−26.9% | Reduced |
| Closed-End Fund Advisors, Inc. | 23,946 | $207.4K | 0.21% | −6,679−21.8% | Reduced |
| Stratos Wealth Advisors, LLC | 24,000 | $207.8K | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 25,829 | $224.0K | 0.00% | −60.0% | Reduced |
| Z3 Capital Partners, LLC | 25,950 | $224.7K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 23,729 | $225.9K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 26,250 | $227.3K | 0.01% | 00.0% | Unchanged |
| McDonald Partners LLC | 26,462 | $229.2K | 0.05% | +9,262+53.8% | Added |
| Mendel Capital Management LLC | 26,700 | $231.2K | 0.12% | +26,700 | New |
| Mission Wealth Management, LP | 27,214 | $235.7K | 0.00% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 27,431 | $237.6K | 0.11% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 28,074 | $243.1K | 0.09% | +65+0.2% | Added |
| Apollon Wealth Management, LLC | 28,311 | $245.2K | 0.00% | +308+1.1% | Added |
| First Heartland Consultants, Inc. | 28,602 | $247.7K | 0.02% | +104+0.4% | Added |
| Private Advisor Group, LLC | 28,678 | $248.3K | 0.00% | +30.0% | Added |
| HORAN Wealth, LLC | 26,122 | $248.9K | 0.02% | 00.0% | Unchanged |
| Advisory Advocates, LLC | 28,922 | $250.5K | 0.26% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 29,354 | $254.2K | 0.01% | −40,271−57.8% | Reduced |
| Evolve Private Wealth, LLC | 29,493 | $255.4K | 0.01% | 00.0% | Unchanged |
| MKT Advisors LLC | 29,011 | $256.2K | 0.09% | −4,100−12.4% | Reduced |
| Silverlake Wealth Management LLC | 29,629 | $256.6K | 0.05% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 27,182 | $258.0K | 0.02% | +159+0.6% | Added |
| Navis Wealth Advisors, LLC | 30,015 | $259.9K | 0.13% | −85−0.3% | Reduced |
| Blue Water Asset Management | 30,938 | $267.9K | 0.09% | +10,931+54.6% | Added |
| LeClair Wealth Partners LLC | 30,938 | $267.9K | 0.09% | +30,938 | New |
| Garden State Investment Advisory Services LLC | 31,613 | $273.8K | 0.07% | +1,239+4.1% | Added |
| Benjamin Edwards Inc | 32,153 | $278.4K | 0.00% | −187−0.6% | Reduced |
| Amplius Wealth Advisors, LLC | 32,171 | $278.6K | 0.02% | +140.0% | Added |
| Oppenheimer & Co Inc | 32,718 | $283.3K | 0.00% | −92,878−73.9% | Reduced |
| Focus Financial Network, Inc. | 32,769 | $283.8K | 0.01% | +448+1.4% | Added |
| Money Concepts Capital Corp | 33,726 | $292.1K | 0.02% | −1,380−3.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 33,851 | $293.1K | 0.00% | +3,596+11.9% | Added |
| Stockman Wealth Management, Inc. | 34,529 | $299.0K | 0.03% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 35,659 | $308.8K | 0.01% | 00.0% | Unchanged |
| PMG Family Office LLC | 35,734 | $309.5K | 0.35% | +1,243+3.6% | Added |
| Cranbrook Wealth Management, LLC | 36,924 | $319.8K | 0.07% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 36,941 | $319.9K | 0.18% | +774+2.1% | Added |
| Pathstone Holdings, LLC | 37,825 | $327.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 39,396 | $341.2K | 0.01% | +19,218+95.2% | Added |