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, Q2 2026
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Jun 30, 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
- 298
- +7 vs. Q1 2026
- Shares held
- 67.7M
- +1.22M (+1.8%) vs. Q1 2026
- Total value
- $662.9M
- +$86.0M (+14.9%) vs. Q1 2026
- New holders
- 35
- 97 more added
- Sold out
- 28
- 62 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 23,489,771 | $230.4M | 0.01% | +1,2190.0% | Added |
| Invesco Ltd. | 3,913,341 | $38.4M | 0.00% | +185,896+5.0% | Added |
| LPL Financial LLC | 3,850,419 | $37.8M | 0.01% | +63,028+1.7% | Added |
| Raymond James Financial Inc | 2,815,014 | $27.6M | 0.01% | +593,637+26.7% | Added |
| Bank of America Corp | 2,706,507 | $26.6M | 0.00% | +19,401+0.7% | Added |
| Janney Montgomery Scott LLC | 1,803,728 | $17.7M | 0.03% | +403,319+28.8% | Added |
| Wells Fargo & Company | 1,525,827 | $15.0M | 0.00% | +116,744+8.3% | Added |
| Advisors Asset Management, Inc. | 1,394,695 | $13.7M | 0.21% | +65,909+5.0% | Added |
| Royal Bank of Canada | 1,320,347 | $13.0M | 0.00% | −60,579−4.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,308,282 | $12.8M | 0.02% | +121,131+10.2% | Added |
| Stifel Financial Corp | 1,187,886 | $11.7M | 0.01% | −9,849−0.8% | Reduced |
| Karpus Management, Inc. | 1,166,515 | $11.4M | 0.33% | −11,977−1.0% | Reduced |
| Guggenheim Capital LLC | 1,153,034 | $11.3M | 0.07% | −78,379−6.4% | Reduced |
| Cohen & Steers, Inc. | 1,074,977 | $10.5M | 0.02% | +25,000+2.4% | Added |
| Ameriprise Financial Inc | 992,464 | $9.73M | 0.00% | +29,639+3.1% | Added |
| HighTower Advisors, LLC | 864,184 | $8.48M | 0.01% | +4,035+0.5% | Added |
| Prosperity Consulting Group, LLC | 774,470 | $7.60M | 0.29% | +32,726+4.4% | Added |
| Formidable Asset Management, LLC | 834,092 | $7.22M | 1.15% | −9,307−1.1% | Reduced |
| UBS Group AG | 709,357 | $6.96M | 0.00% | −6,689−0.9% | Reduced |
| Snowden Capital Advisors LLC | 659,084 | $6.47M | 0.15% | +2,000+0.3% | Added |
| Advisor Group Holdings, Inc. | 614,239 | $6.03M | 0.01% | +55,171+9.9% | Added |
| Rockefeller Capital Management L.P. | 610,403 | $5.99M | 0.01% | +110,914+22.2% | Added |
| Focused Wealth Management, Inc | 600,489 | $5.89M | 0.52% | +1,955+0.3% | Added |
| Kestra Advisory Services, LLC | 549,702 | $5.39M | 0.02% | −28,051−4.9% | Reduced |
| SAM Advisors, LLC | 541,443 | $5.31M | 1.45% | +18,900+3.6% | Added |
| GWM Advisors LLC | 430,935 | $4.23M | 0.01% | −2,975−0.7% | Reduced |
| CoreCap Advisors, LLC | 419,094 | $4.11M | 0.12% | +4,910+1.2% | Added |
| Commonwealth Equity Services, LLC | 364,315 | $3.57M | 0.00% | +9,224+2.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 348,664 | $3.42M | 0.01% | +43,803+14.4% | Added |
| KMG Fiduciary Partners, LLC | 325,834 | $3.20M | 0.30% | −38,455−10.6% | Reduced |
| Cerity Partners LLC | 287,733 | $2.82M | 0.00% | −4,265−1.5% | Reduced |
| Cetera Investment Advisers | 263,368 | $2.58M | 0.00% | −192,645−42.2% | Reduced |
| Fund Advisors of America Inc | 247,613 | $2.43M | 2.20% | +739+0.3% | Added |
| Marks Group Wealth Management, Inc | 219,290 | $2.15M | 0.19% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 210,466 | $2.06M | 0.01% | +4,593+2.2% | Added |
| Truist Financial Corp | 208,565 | $2.05M | 0.00% | −4,239−2.0% | Reduced |
| Bearing Point Capital, LLC | 181,100 | $1.78M | 0.24% | +85,500+89.4% | Added |
| Blair William & Co | 171,945 | $1.69M | 0.00% | −3,283−1.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 166,821 | $1.64M | 0.00% | +1,816+1.1% | Added |
| Wolverine Asset Management LLC | 160,396 | $1.57M | 0.02% | −30,441−16.0% | Reduced |
| High Net Worth Advisory Group LLC | 150,690 | $1.48M | 0.31% | −1,100−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 150,507 | $1.48M | 0.01% | +13,583+9.9% | Added |
| Pointe Capital Management LLC | 150,408 | $1.48M | 0.66% | −17,699−10.5% | Reduced |
| Fifth Third Bancorp | 147,939 | $1.45M | 0.00% | −14,664−9.0% | Reduced |
| Mariner, LLC | 147,674 | $1.45M | 0.00% | +1,619+1.1% | Added |
| Goldman Sachs Group Inc | 137,678 | $1.35M | 0.00% | −8,679−5.9% | Reduced |
| one8zero8, LLC | 137,650 | $1.35M | 0.27% | −1,500−1.1% | Reduced |
| Avestar Capital, LLC | 135,200 | $1.33M | 0.08% | 00.0% | Unchanged |
| Principal Securities, Inc. | 132,165 | $1.30M | 0.02% | −5,265−3.8% | Reduced |
| Allworth Financial LP | 130,473 | $1.28M | 0.01% | +5,424+4.3% | Added |
| S Harris Financial Group, LLC | 122,010 | $1.20M | 0.93% | +1,225+1.0% | Added |
| Colony Group, LLC | 119,926 | $1.18M | 0.00% | +39,976+50.0% | Added |
| Thrivent Financial for Lutherans | 110,725 | $1.09M | 0.00% | +11,000+11.0% | Added |
| Mercer Global Advisors Inc | 106,788 | $1.05M | 0.00% | −57,141−34.9% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 106,205 | $1.04M | 0.67% | −5,300−4.8% | Reduced |
| Kovack Advisors, Inc. | 105,953 | $1.03M | 0.05% | +3,439+3.4% | Added |
| Northstar Advisory Group, LLC | 104,953 | $1.03M | 0.32% | −133−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 101,672 | $997.4K | 0.01% | −13,389−11.6% | Reduced |
| Jane Street Group, LLC | 99,312 | $974.3K | 0.00% | +56,736+133.3% | Added |
| D.A. Davidson & Co. | 95,454 | $936.4K | 0.01% | +470.0% | Added |
| Sanctuary Advisors, LLC | 94,037 | $922.5K | 0.00% | −1,530−1.6% | Reduced |
| Centaurus Financial, Inc. | 90,448 | $887.0K | 0.03% | −1,293−1.4% | Reduced |
| Shaker Financial Services, LLC | 87,594 | $859.3K | 0.27% | −120,366−57.9% | Reduced |
| Ameritas Advisory Services, LLC | 85,585 | $839.6K | 0.02% | +20,824+32.2% | Added |
| International Assets Investment Management, LLC | 80,816 | $786.3K | 0.05% | −7,701−8.7% | Reduced |
| J.W. Cole Advisors, Inc. | 70,977 | $696.3K | 0.01% | +41,623+141.8% | Added |
| CI Private Wealth, LLC | 68,452 | $671.5K | 0.00% | −1,054−1.5% | Reduced |
| Merit Financial Group, LLC | 63,910 | $627.0K | 0.00% | −294−0.5% | Reduced |
| Pathstone Holdings, LLC | 63,682 | $624.7K | 0.00% | +25,857+68.4% | Added |
| Creative Planning | 63,644 | $624.3K | 0.00% | +6,012+10.4% | Added |
| Diligent Investors, LLC | 62,746 | $615.5K | 0.14% | +502+0.8% | Added |
| Beacon Pointe Advisors, LLC | 62,497 | $613.1K | 0.00% | +62,497 | New |
| NWF Advisory Services Inc. | 62,025 | $608.5K | 0.06% | −4,000−6.1% | Reduced |
| Envestnet Asset Management Inc | 61,061 | $599.0K | 0.00% | +8,068+15.2% | Added |
| Commons Capital, LLC | 59,008 | $578.9K | 0.41% | +5,471+10.2% | Added |
| The PNC Financial Services Group, Inc. | 58,844 | $577.3K | 0.00% | −945−1.6% | Reduced |
| XTX Topco Ltd | 56,520 | $554.5K | 0.01% | +56,520 | New |
| PFG Investments, LLC | 55,546 | $544.9K | 0.02% | +431+0.8% | Added |
| David J Yvars Group | 55,071 | $534.7K | 0.26% | −7,860−12.5% | Reduced |
| Wedbush Securities Inc | 53,882 | $529.0K | 0.01% | +2,400+4.7% | Added |
| Post Resch Tallon Group Inc. | 53,606 | $525.9K | 0.36% | +14,234+36.2% | Added |
| Investmark Advisory Group LLC | 53,389 | $523.7K | 0.20% | +652+1.2% | Added |
| Farther Finance Advisors, LLC | 52,959 | $519.5K | 0.00% | −60−0.1% | Reduced |
| JGP Wealth Management, LLC | 52,500 | $515.0K | 0.05% | 00.0% | Unchanged |
| Dakota Wealth Management | 52,410 | $514.1K | 0.01% | +250+0.5% | Added |
| Summit Financial, LLC | 51,998 | $510.1K | 0.01% | −899−1.7% | Reduced |
| Captrust Financial Advisors | 51,755 | $507.7K | 0.00% | −1,000−1.9% | Reduced |
| MML Investors Services, LLC | 50,996 | $500.3K | 0.00% | +7,802+18.1% | Added |
| Independent Financial Group, LLC | 48,182 | $472.7K | 0.01% | −2,911−5.7% | Reduced |
| Wealth Effects LLC | 47,972 | $470.6K | 0.13% | 00.0% | Unchanged |
| Commerce Bank | 46,301 | $454.2K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 44,512 | $436.7K | 0.01% | −1,849−4.0% | Reduced |
| Advisors Capital Management, LLC | 44,154 | $433.1K | 0.00% | +44,154 | New |
| Wealth Enhancement Advisory Services, LLC | 40,788 | $399.7K | 0.00% | +25+0.1% | Added |
| Sunpointe, LLC | 40,436 | $396.7K | 0.11% | −140.0% | Reduced |
| Harbour Investments, Inc. | 39,508 | $387.6K | 0.01% | +112+0.3% | Added |
| Semus Wealth Partners LLC | 37,705 | $369.9K | 0.18% | +764+2.1% | Added |
| First Heartland Consultants, Inc. | 37,170 | $364.6K | 0.02% | +8,568+30.0% | Added |
| Susquehanna International Group, LLP | 37,102 | $364.0K | 0.00% | −53,482−59.0% | Reduced |
| PMG Family Office LLC | 37,093 | $363.9K | 0.34% | +1,359+3.8% | Added |