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 |
|---|---|---|---|---|---|
| Cranbrook Wealth Management, LLC | 36,924 | $319.8K | 0.07% | 00.0% | Unchanged |
| PMG Family Office LLC | 35,734 | $309.5K | 0.35% | +1,243+3.6% | Added |
| Mill Creek Capital Advisors, LLC | 35,659 | $308.8K | 0.01% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 34,529 | $299.0K | 0.03% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 33,851 | $293.1K | 0.00% | +3,596+11.9% | Added |
| Money Concepts Capital Corp | 33,726 | $292.1K | 0.02% | −1,380−3.9% | Reduced |
| Focus Financial Network, Inc. | 32,769 | $283.8K | 0.01% | +448+1.4% | Added |
| Oppenheimer & Co Inc | 32,718 | $283.3K | 0.00% | −92,878−73.9% | Reduced |
| Amplius Wealth Advisors, LLC | 32,171 | $278.6K | 0.02% | +140.0% | Added |
| Benjamin Edwards Inc | 32,153 | $278.4K | 0.00% | −187−0.6% | Reduced |
| Garden State Investment Advisory Services LLC | 31,613 | $273.8K | 0.07% | +1,239+4.1% | Added |
| 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 |
| Navis Wealth Advisors, LLC | 30,015 | $259.9K | 0.13% | −85−0.3% | Reduced |
| M Holdings Securities, Inc. | 27,182 | $258.0K | 0.02% | +159+0.6% | Added |
| Silverlake Wealth Management LLC | 29,629 | $256.6K | 0.05% | 00.0% | Unchanged |
| MKT Advisors LLC | 29,011 | $256.2K | 0.09% | −4,100−12.4% | Reduced |
| Evolve Private Wealth, LLC | 29,493 | $255.4K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 29,354 | $254.2K | 0.01% | −40,271−57.8% | Reduced |
| Advisory Advocates, LLC | 28,922 | $250.5K | 0.26% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 26,122 | $248.9K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 28,678 | $248.3K | 0.00% | +30.0% | Added |
| First Heartland Consultants, Inc. | 28,602 | $247.7K | 0.02% | +104+0.4% | Added |
| Apollon Wealth Management, LLC | 28,311 | $245.2K | 0.00% | +308+1.1% | Added |
| Stonebridge Financial Planning Group, LLC | 28,074 | $243.1K | 0.09% | +65+0.2% | Added |
| Sage Capital Management, LLC | 27,431 | $237.6K | 0.11% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 27,214 | $235.7K | 0.00% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 26,700 | $231.2K | 0.12% | +26,700 | New |
| McDonald Partners LLC | 26,462 | $229.2K | 0.05% | +9,262+53.8% | Added |
| Change Path, LLC | 26,250 | $227.3K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 23,729 | $225.9K | 0.00% | 00.0% | Unchanged |
| Z3 Capital Partners, LLC | 25,950 | $224.7K | 0.06% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 25,829 | $224.0K | 0.00% | −60.0% | Reduced |
| Stratos Wealth Advisors, LLC | 24,000 | $207.8K | 0.01% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 23,946 | $207.4K | 0.21% | −6,679−21.8% | Reduced |
| Moors & Cabot, Inc. | 23,929 | $207.2K | 0.01% | −8,812−26.9% | Reduced |
| Successful Portfolios LLC | 24,794 | $206.8K | 0.11% | −3,000−10.8% | Reduced |
| Stratos Wealth Partners, LTD. | 23,718 | $205.4K | 0.00% | −730−3.0% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 22,644 | $196.1K | 0.18% | +22,644 | New |
| Main Street Financial Solutions, LLC | 22,508 | $194.9K | 0.01% | +4,124+22.4% | Added |
| Marex Group plc | 22,244 | $192.6K | 0.00% | +22,244 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,102 | $191.4K | 0.02% | +3,745+20.4% | Added |
| Flagship Harbor Advisors, LLC | 21,557 | $186.7K | 0.01% | +10.0% | Added |
| Beaumont Financial Advisors, LLC | 21,260 | $184.1K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 21,200 | $183.6K | 0.00% | +8,603+68.3% | Added |
| EP Wealth Advisors, LLC | 21,190 | $183.5K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 21,095 | $182.7K | 0.00% | +1,171+5.9% | Added |
| Gateway Wealth Partners, LLC | 20,550 | $178.0K | 0.01% | +10,275+100.0% | Added |
| Sax Wealth Advisors, LLC | 18,599 | $177.2K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 20,260 | $175.5K | 0.01% | +20,260 | New |
| Franklin Resources Inc | 20,133 | $174.4K | 0.00% | +1,000+5.2% | Added |
| Arlington Capital Management, Inc. | 20,051 | $173.6K | 0.10% | +653+3.4% | Added |
| Diversified Portfolios, Inc. | 19,900 | $172.3K | 0.01% | 00.0% | Unchanged |
| Decision Investments, Inc | 19,864 | $172.0K | 0.20% | −2,856−12.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 19,809 | $171.5K | 0.00% | −18−0.1% | Reduced |
| BNB Wealth Management, LLC | 19,797 | $171.4K | 0.11% | 00.0% | Unchanged |
| NBC Securities, Inc. | 19,771 | $171.2K | 0.01% | +7,805+65.2% | Added |
| Spire Wealth Management | 19,492 | $168.8K | 0.01% | +404+2.1% | Added |
| StoneX Group Inc. | 19,402 | $168.0K | 0.01% | −5,983−23.6% | Reduced |
| Venture Visionary Partners LLC | 19,300 | $167.1K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 19,166 | $166.0K | 0.02% | −1,200−5.9% | Reduced |
| MBL Wealth, LLC | 19,150 | $165.8K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 19,000 | $164.5K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 18,801 | $162.8K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 18,426 | $159.6K | 0.03% | +831+4.7% | Added |
| Beacon Investment Advisory Services, Inc. | 18,220 | $157.8K | 0.01% | +1,925+11.8% | Added |
| Boothbay Fund Management, LLC | 18,101 | $156.8K | 0.00% | +18,101 | New |
| Meridian Wealth Advisors, LLC | 17,936 | $155.3K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 17,292 | $149.7K | 0.00% | +1,331+8.3% | Added |
| Strait & Sound Wealth Management LLC | 17,200 | $149.0K | 0.06% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 17,054 | $147.7K | 0.10% | 00.0% | Unchanged |
| Harbour Wealth Management Group, Inc. | 16,895 | $146.3K | 0.11% | −493−2.8% | Reduced |
| Gladstone Institutional Advisory LLC | 16,780 | $145.3K | 0.01% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 16,657 | $144.3K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 16,473 | $143.0K | 0.00% | +3,118+23.3% | Added |
| Heritage Wealth Management, Inc. | 16,291 | $141.1K | 0.07% | −3,844−19.1% | Reduced |
| Retirement Solution Inc. | 16,141 | $139.8K | 0.03% | +342+2.2% | Added |
| Summit Investment Advisory Services, LLC | 15,937 | $138.0K | 0.05% | +335+2.1% | Added |
| Baird Financial Group, Inc. | 15,926 | $137.9K | 0.00% | +15,926 | New |
| KPP Advisory Services LLC | 15,725 | $136.2K | 0.02% | −1,985−11.2% | Reduced |
| Fiduciary Trust Co | 15,377 | $133.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,160 | $131.3K | 0.02% | +2,751+22.2% | Added |
| Cooper/Haims Advisors, LLC | 14,746 | $127.7K | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 14,713 | $127.4K | 0.00% | +14,713 | New |
| Citadel Advisors LLC | 14,710 | $127.4K | 0.00% | +14,710 | New |
| Matrix Private Capital Group LLC | 14,469 | $125.3K | 0.06% | −4,500−23.7% | Reduced |
| Black Diamond Financial, LLC | 14,371 | $124.5K | 0.01% | −2,056−12.5% | Reduced |
| Van Hulzen Asset Management, LLC | 14,350 | $124.3K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 14,233 | $123.3K | 0.00% | +2,500+21.3% | Added |
| Catalina Capital Group, LLC | 14,050 | $121.7K | 0.07% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 13,997 | $121.2K | 0.04% | +13,997 | New |
| Park Avenue Securities LLC | 14,013 | $121.0K | 0.00% | −350−2.4% | Reduced |
| Sunbelt Securities, Inc. | 13,961 | $120.9K | 0.01% | +225+1.6% | Added |
| Herold Advisors, Inc. | 13,677 | $118.4K | 0.03% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 13,500 | $116.9K | 0.01% | +800+6.3% | Added |
| Independent Advisor Alliance | 13,107 | $113.5K | 0.00% | +13,107 | New |
| Assetmark, Inc | 12,925 | $111.9K | 0.00% | +10,679+475.5% | Added |
| Modern Wealth Management, LLC | 12,475 | $110.4K | 0.00% | +393+3.3% | Added |
| Cresset Asset Management, LLC | 12,698 | $110.0K | 0.00% | +32+0.3% | Added |
| Investment Management Trust, LLC | 12,629 | $109.4K | 0.11% | +12,629 | New |