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 |
|---|---|---|---|---|---|
| Post Resch Tallon Group Inc. | 39,372 | $345.9K | 0.28% | +227+0.6% | Added |
| Sunpointe, LLC | 40,450 | $350.3K | 0.11% | +1,178+3.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,763 | $359.5K | 0.00% | −1,097−2.6% | Reduced |
| Sound Income Strategies, LLC | 41,604 | $368.2K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 42,576 | $368.7K | 0.00% | −18,910−30.8% | Reduced |
| MML Investors Services, LLC | 43,194 | $374.1K | 0.00% | −617−1.4% | Reduced |
| Commerce Bank | 46,301 | $401.0K | 0.00% | +12,770+38.1% | Added |
| Atomi Financial Group, Inc. | 46,361 | $401.5K | 0.01% | 00.0% | Unchanged |
| Wealth Effects LLC | 47,972 | $415.4K | 0.15% | −95−0.2% | Reduced |
| Logan Stone Capital, LLC | 48,329 | $418.5K | 0.12% | +48,329 | New |
| Readystate Asset Management LP | 50,746 | $439.5K | 0.03% | +50,746 | New |
| Independent Financial Group, LLC | 51,093 | $442.5K | 0.01% | −2,556−4.8% | Reduced |
| Wedbush Securities Inc | 51,482 | $446.0K | 0.01% | −3,070−5.6% | Reduced |
| Dakota Wealth Management | 52,160 | $451.7K | 0.01% | −1,925−3.6% | Reduced |
| JGP Wealth Management, LLC | 52,500 | $454.6K | 0.05% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 52,737 | $456.7K | 0.20% | +2,573+5.1% | Added |
| Captrust Financial Advisors | 52,755 | $456.9K | 0.00% | +9,298+21.4% | Added |
| Summit Financial, LLC | 52,897 | $458.1K | 0.01% | −725−1.4% | Reduced |
| Envestnet Asset Management Inc | 52,993 | $458.9K | 0.00% | +4,804+10.0% | Added |
| Commons Capital, LLC | 53,537 | $463.6K | 0.39% | +22,651+73.3% | Added |
| Farther Finance Advisors, LLC | 53,019 | $469.2K | 0.00% | +1,463+2.8% | Added |
| PFG Investments, LLC | 55,115 | $477.3K | 0.02% | −4,367−7.3% | Reduced |
| Creative Planning | 57,632 | $499.1K | 0.00% | +879+1.5% | Added |
| The PNC Financial Services Group, Inc. | 59,789 | $517.8K | 0.00% | −4,050−6.3% | Reduced |
| David J Yvars Group | 62,931 | $532.7K | 0.30% | +370+0.6% | Added |
| Diligent Investors, LLC | 62,244 | $539.0K | 0.13% | +608+1.0% | Added |
| Merit Financial Group, LLC | 64,204 | $556.0K | 0.00% | −340−0.5% | Reduced |
| Ameritas Advisory Services, LLC | 64,761 | $560.8K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 66,025 | $571.8K | 0.06% | −200−0.3% | Reduced |
| Millennium Management LLC | 67,166 | $581.7K | 0.00% | +67,166 | New |
| CI Private Wealth, LLC | 69,506 | $601.9K | 0.00% | −1,606−2.3% | Reduced |
| Leo Wealth, LLC | 88,886 | $769.8K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 88,517 | $783.4K | 0.05% | +8,562+10.7% | Added |
| Susquehanna International Group, LLP | 90,584 | $784.5K | 0.00% | +90,584 | New |
| Centaurus Financial, Inc. | 91,741 | $794.0K | 0.04% | −1,621−1.7% | Reduced |
| D.A. Davidson & Co. | 95,407 | $826.2K | 0.01% | +181+0.2% | Added |
| Sanctuary Advisors, LLC | 95,567 | $827.6K | 0.00% | −5,315−5.3% | Reduced |
| Bearing Point Capital, LLC | 95,600 | $827.9K | 0.13% | +1,600+1.7% | Added |
| Thrivent Financial for Lutherans | 99,725 | $864.0K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 102,514 | $907.1K | 0.05% | +7,986+8.4% | Added |
| Northstar Advisory Group, LLC | 105,086 | $910.0K | 0.35% | −956−0.9% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 111,505 | $965.6K | 0.69% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 115,061 | $996.4K | 0.01% | +9,025+8.5% | Added |
| Colony Group, LLC | 79,950 | $1.01M | 0.00% | −36,735−31.5% | Reduced |
| S Harris Financial Group, LLC | 120,785 | $1.05M | 0.95% | +1,832+1.5% | Added |
| Allworth Financial LP | 125,049 | $1.08M | 0.00% | −195−0.2% | Reduced |
| Avestar Capital, LLC | 135,200 | $1.17M | 0.08% | −20,500−13.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 136,924 | $1.19M | 0.01% | −1,367−1.0% | Reduced |
| Principal Securities, Inc. | 137,430 | $1.19M | 0.02% | −9,211−6.3% | Reduced |
| one8zero8, LLC | 139,150 | $1.21M | 0.27% | 00.0% | Unchanged |
| Mariner, LLC | 146,055 | $1.26M | 0.00% | +2,392+1.7% | Added |
| Goldman Sachs Group Inc | 146,357 | $1.27M | 0.00% | +13,716+10.3% | Added |
| High Net Worth Advisory Group LLC | 151,790 | $1.31M | 0.31% | 00.0% | Unchanged |
| Fifth Third Bancorp | 162,603 | $1.41M | 0.00% | +161,745+18,851.4% | Added |
| Mercer Global Advisors Inc | 163,929 | $1.42M | 0.00% | +144,337+736.7% | Added |
| Northwestern Mutual Wealth Management Co | 165,005 | $1.43M | 0.00% | −24,550−13.0% | Reduced |
| Pointe Capital Management LLC | 168,107 | $1.46M | 0.72% | +22,619+15.5% | Added |
| Blair William & Co | 175,228 | $1.52M | 0.00% | −950−0.5% | Reduced |
| Wolverine Asset Management LLC | 190,837 | $1.65M | 0.03% | +190,837 | New |
| Wiley Bros.-Aintree Capital, LLC | 205,873 | $1.78M | 0.01% | +26,151+14.6% | Added |
| Shaker Financial Services, LLC | 207,960 | $1.80M | 0.63% | −57,158−21.6% | Reduced |
| Clearstead Advisors, LLC | 215,812 | $1.87M | 0.02% | +215,812 | New |
| Marks Group Wealth Management, Inc | 219,290 | $1.90M | 0.18% | −11,166−4.8% | Reduced |
| Truist Financial Corp | 212,804 | $2.06M | 0.00% | +5,028+2.4% | Added |
| Fund Advisors of America Inc | 246,874 | $2.14M | 2.17% | +8,919+3.7% | Added |
| Cerity Partners LLC | 291,998 | $2.53M | 0.00% | −256−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 304,861 | $2.64M | 0.01% | +14,683+5.1% | Added |
| Commonwealth Equity Services, LLC | 355,091 | $3.08M | 0.00% | −345,259−49.3% | Reduced |
| KMG Fiduciary Partners, LLC | 364,289 | $3.15M | 0.23% | +3,721+1.0% | Added |
| CoreCap Advisors, LLC | 414,184 | $3.59M | 0.12% | +3,655+0.9% | Added |
| GWM Advisors LLC | 433,910 | $3.76M | 0.01% | −8,509−1.9% | Reduced |
| Cetera Investment Advisers | 456,013 | $3.95M | 0.00% | −4,658−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 499,489 | $4.33M | 0.01% | +28,360+6.0% | Added |
| SAM Advisors, LLC | 522,543 | $4.53M | 1.42% | +9,069+1.8% | Added |
| Advisor Group Holdings, Inc. | 559,068 | $4.84M | 0.01% | +48,429+9.5% | Added |
| Kestra Advisory Services, LLC | 577,753 | $5.00M | 0.02% | +115,134+24.9% | Added |
| Focused Wealth Management, Inc | 598,534 | $5.18M | 0.54% | −8,840−1.5% | Reduced |
| Snowden Capital Advisors LLC | 657,084 | $5.69M | 0.15% | −5,838−0.9% | Reduced |
| UBS Group AG | 716,046 | $6.20M | 0.00% | +13,110+1.9% | Added |
| Prosperity Consulting Group, LLC | 741,744 | $6.42M | 0.29% | +13,051+1.8% | Added |
| HighTower Advisors, LLC | 860,149 | $7.45M | 0.01% | +27,013+3.2% | Added |
| Formidable Asset Management, LLC | 843,399 | $8.04M | 1.24% | −72,934−8.0% | Reduced |
| Ameriprise Financial Inc | 962,825 | $8.34M | 0.00% | −25,978−2.6% | Reduced |
| Cohen & Steers, Inc. | 1,049,977 | $9.09M | 0.02% | +85,000+8.8% | Added |
| Karpus Management, Inc. | 1,178,492 | $10.2M | 0.32% | −289,345−19.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,187,151 | $10.3M | 0.02% | −19,453−1.6% | Reduced |
| Stifel Financial Corp | 1,197,735 | $10.4M | 0.01% | +165,177+16.0% | Added |
| Guggenheim Capital LLC | 1,231,413 | $10.7M | 0.08% | −64,477−5.0% | Reduced |
| Advisors Asset Management, Inc. | 1,328,786 | $11.5M | 0.19% | +56,142+4.4% | Added |
| Royal Bank of Canada | 1,380,926 | $12.0M | 0.00% | −18,478−1.3% | Reduced |
| Janney Montgomery Scott LLC | 1,400,409 | $12.1M | 0.03% | +57,105+4.3% | Added |
| Wells Fargo & Company | 1,409,083 | $12.2M | 0.00% | +152,347+12.1% | Added |
| Raymond James Financial Inc | 2,221,377 | $19.2M | 0.01% | +114,502+5.4% | Added |
| Bank of America Corp | 2,687,106 | $23.3M | 0.00% | +11,853+0.4% | Added |
| Invesco Ltd. | 3,727,445 | $32.3M | 0.00% | +23,359+0.6% | Added |
| LPL Financial LLC | 3,787,391 | $32.8M | 0.01% | +21,653+0.6% | Added |
| Morgan Stanley | 23,488,552 | $203.4M | 0.01% | −713,722−2.9% | Reduced |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −802,308−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −129,714−100.0% | Sold out |
| Winebrenner Capital Management LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |