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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 12,256 | $106.1K | 0.00% | +59+0.5% | Added |
| Waterfront Wealth Inc. | 12,122 | $105.0K | 0.02% | −480−3.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 12,108 | $104.9K | 0.00% | +43+0.4% | Added |
| Davenport & Co LLC | 11,925 | $103.3K | 0.00% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 11,717 | $101.5K | 0.03% | 00.0% | Unchanged |
| WealthSpring Partners, LLC | 11,545 | $100.0K | 0.09% | 00.0% | Unchanged |
| Lido Advisors, LLC | 11,525 | $99.8K | 0.00% | −1,683−12.7% | Reduced |
| Welch & Forbes LLC | 11,500 | $99.6K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $99.6K | 0.02% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $99.5K | 0.01% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 11,184 | $96.9K | 0.06% | 00.0% | Unchanged |
| Wealth Alliance | 10,906 | $94.4K | 0.01% | +231+2.2% | Added |
| Impact Partnership Wealth, LLC | 10,860 | $94.0K | 0.01% | +289+2.7% | Added |
| Spirepoint Private Client, LLC | 10,683 | $92.5K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 10,526 | $91.2K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 10,493 | $90.9K | 0.01% | +10,493 | New |
| Concurrent Investment Advisors, LLC | 10,066 | $87.2K | 0.00% | +49+0.5% | Added |
| Ronald Blue Trust, Inc. | 10,000 | $86.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 9,298 | $80.5K | 0.00% | −40.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 9,218 | $79.8K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 9,188 | $79.6K | 0.04% | +194+2.2% | Added |
| Bryn Mawr Trust Co | 9,000 | $77.9K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 8,754 | $75.8K | 0.01% | +131+1.5% | Added |
| Colonial Trust Advisors | 8,750 | $75.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 8,158 | $70.6K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 7,800 | $67.5K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,749 | $58.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,500 | $56.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6,390 | $55.3K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,430 | $47.0K | 0.01% | +90+1.7% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $46.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,301 | $45.9K | 0.00% | +4,314+437.1% | Added |
| MAI Capital Management | 5,265 | $45.6K | 0.00% | +3,650+226.0% | 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 |
| HHM Wealth Advisors, LLC | 4,727 | $40.9K | 0.00% | +99+2.1% | Added |
| Bogart Wealth, LLC | 4,538 | $39.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,350 | $37.7K | 0.01% | +4,350 | New |
| Parallel Advisors, LLC | 4,037 | $35.0K | 0.00% | −5,931−59.5% | Reduced |
| Advisory Services Network, LLC | 3,831 | $33.2K | 0.00% | +3,831 | New |
| Peterson Wealth Management | 3,675 | $31.8K | 0.02% | +3,675 | New |
| Geneos Wealth Management Inc. | 3,622 | $31.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,350 | $29.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,206 | $27.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,845 | $26.8K | 0.00% | +80+2.9% | Added |
| Bokf, NA | 2,900 | $25.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,828 | $24.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,796 | $24.2K | 0.00% | +2,796 | New |
| LRI Investments, LLC | 2,734 | $23.7K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,650 | $22.9K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2,648 | $22.9K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 2,520 | $22.0K | 0.00% | +2,520 | New |
| Private Trust Co NA | 2,500 | $21.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,470 | $21.4K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 2,460 | $21.0K | 0.00% | −360−12.8% | Reduced |
| Hantz Financial Services, Inc. | 2,188 | $19.0K | 0.00% | +2,188 | New |
| 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 |
| Old Point Trust & Financial Services N A | 1,998 | $17.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,953 | $16.9K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,872 | $16.2K | 0.00% | −1,758−48.4% | Reduced |
| TD Capital Management LLC | 1,799 | $15.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| FMR LLC | 1,480 | $12.8K | 0.00% | −103−6.5% | Reduced |
| Parkside Financial Bank & Trust | 1,465 | $12.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,329 | $11.5K | 0.00% | +1,329 | New |
| Axiom Investment Management LLC | 1,275 | $11.0K | 0.01% | +1,275 | New |
| Vision Financial Markets LLC | 1,130 | $9.78K | 0.01% | +24+2.2% | Added |
| Jones Financial Companies LLLP | 1,135 | $9.43K | 0.00% | +1,135 | New |
| IFP Advisors, Inc | 1,000 | $8.66K | 0.00% | −700−41.2% | Reduced |
| GAMMA Investing LLC | 953 | $8.25K | 0.00% | −312−24.7% | Reduced |
| Avion Wealth | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 900 | $7.79K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 841 | $7.28K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 805 | $7.10K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $6.93K | 0.00% | +790+7,900.0% | Added |
| POM Investment Strategies, LLC | 750 | $6.50K | 0.01% | +750 | New |
| McGuire Capital Advisors Inc | 680 | $5.89K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 578 | $5.00K | 0.00% | +578 | New |
| Smartleaf Asset Management LLC | 555 | $4.59K | 0.00% | +330+146.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 500 | $4.33K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 429 | $3.71K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $3.33K | 0.00% | – | – |
| Chilton Capital Management LLC | 362 | $3.13K | 0.00% | +362 | New |
| Key Financial Inc | 349 | $3.02K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 310 | $2.69K | 0.00% | +310 | New |
| Financial Consulate, Inc | 300 | $2.60K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 296 | $2.56K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 273 | $2.26K | 0.00% | +114+71.7% | Added |
| Trust Co of Toledo NA | 250 | $2.17K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 218 | $1.89K | 0.00% | +18+9.0% | Added |
| Golden State Equity Partners | 100 | $866 | 0.00% | +100 | New |
| Tower Research Capital LLC (TRC) | 55 | $476 | 0.00% | +42+323.1% | Added |
| Whittier Trust Co of Nevada Inc | 53 | $468 | 0.00% | +53 | New |
| TD Private Client Wealth LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| 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 |