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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Trust Co | 20 | $196 | 0.00% | +20 | New |
| Whittier Trust Co of Nevada Inc | 53 | $517 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 101 | $991 | 0.00% | +101 | New |
| Institute for Wealth Management, LLC. | 150 | $1.47K | 0.00% | +150 | New |
| Tidemark, LLC | 218 | $2.14K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 250 | $2.45K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 273 | $2.63K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 296 | $2.90K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 300 | $2.94K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 300 | $2.94K | 0.00% | +300 | New |
| Highline Wealth Partners LLC | 310 | $3.04K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 349 | $3.42K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 362 | $3.55K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $3.78K | 0.00% | – | – |
| Russell Investments Group, Ltd. | 429 | $4.21K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 445 | $4.37K | 0.02% | +445 | New |
| Pinnacle Wealth Planning Services, Inc. | 500 | $4.91K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 520 | $5.10K | 0.00% | +520 | New |
| Smartleaf Asset Management LLC | 555 | $5.35K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 578 | $5.67K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 680 | $6.67K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 750 | $7.36K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 805 | $7.83K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $7.85K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 841 | $8.25K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 900 | $8.83K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 937 | $9.19K | 0.00% | −16−1.7% | Reduced |
| MB, Levis & Associates, LLC | 1,092 | $10.7K | 0.00% | +1,092 | New |
| Vision Financial Markets LLC | 1,154 | $11.2K | 0.01% | +24+2.1% | Added |
| Wolff Wiese Magana LLC | 1,225 | $12.0K | 0.01% | +1,225 | New |
| AdvisorNet Financial, Inc | 1,329 | $13.0K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,395 | $13.7K | 0.00% | −16,825−92.3% | Reduced |
| Highland Investment Advisors LLC | 1,402 | $13.8K | 0.01% | +1,402 | New |
| Parkside Financial Bank & Trust | 1,465 | $14.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,480 | $14.5K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,500 | $14.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,500 | $14.7K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 1,500 | $14.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,550 | $15.2K | 0.00% | +1,550 | New |
| TD Capital Management LLC | 1,799 | $17.6K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,872 | $18.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,887 | $18.5K | 0.00% | +887+88.7% | Added |
| Axiom Investment Management LLC | 1,936 | $19.0K | 0.01% | +661+51.8% | Added |
| Jones Financial Companies LLLP | 2,000 | $19.0K | 0.00% | +865+76.2% | Added |
| EverSource Wealth Advisors, LLC | 1,953 | $19.2K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,998 | $19.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 2,000 | $19.6K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $19.6K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2,200 | $21.6K | 0.00% | +2,200 | New |
| US Bancorp | 2,461 | $24.1K | 0.00% | −9−0.4% | Reduced |
| Private Trust Co NA | 2,500 | $24.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,541 | $24.9K | 0.00% | +2,541 | New |
| Bollard Group LLC | 2,573 | $25.0K | 0.00% | +53+2.1% | Added |
| Vermillion Wealth Management, Inc. | 2,648 | $26.0K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,650 | $26.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,734 | $26.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,796 | $27.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,828 | $27.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,883 | $27.9K | 0.00% | +38+1.3% | Added |
| Bokf, NA | 2,900 | $28.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,206 | $31.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,350 | $32.9K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 3,500 | $34.3K | 0.01% | +3,500 | New |
| Geneos Wealth Management Inc. | 3,622 | $35.5K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 3,675 | $36.1K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,037 | $39.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4,538 | $44.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,825 | $47.3K | 0.00% | +98+2.1% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5,000 | $49.0K | 0.04% | 00.0% | Unchanged |
| BankPlus Trust Department | 5,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 5,231 | $51.3K | 0.01% | +5,231 | New |
| SOA Wealth Advisors, LLC. | 5,518 | $54.1K | 0.01% | +88+1.6% | Added |
| Millstone Evans Group, LLC | 6,390 | $62.7K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,500 | $63.8K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,739 | $66.1K | 0.00% | +6,739 | New |
| Caldwell Trust Co | 6,749 | $66.2K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 7,800 | $76.5K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8,000 | $78.5K | 0.01% | +8,000 | New |
| Colonial Trust Advisors | 8,750 | $85.8K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 8,892 | $87.2K | 0.01% | +138+1.6% | Added |
| Bryn Mawr Trust Co | 9,000 | $88.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9,218 | $90.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 9,360 | $91.8K | 0.00% | +62+0.7% | Added |
| PFS Partners, LLC | 9,381 | $92.0K | 0.04% | +193+2.1% | Added |
| Ronald Blue Trust, Inc. | 10,000 | $98.1K | 0.00% | 00.0% | Unchanged |
| Focused Alpha, LLC | 10,005 | $98.1K | 0.03% | +10,005 | New |
| Attessa Capital LLC | 10,031 | $98.4K | 0.04% | +10,031 | New |
| URS Advisory LLC | 10,054 | $98.6K | 0.05% | +10,054 | New |
| Traphagen Investment Advisors LLC | 10,092 | $99.0K | 0.01% | +10,092 | New |
| Concurrent Investment Advisors, LLC | 10,115 | $99.2K | 0.00% | +49+0.5% | Added |
| Gateway Wealth Partners, LLC | 10,275 | $100.8K | 0.01% | −10,275−50.0% | Reduced |
| Princeton Global Asset Management LLC | 10,526 | $103.3K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 10,683 | $104.8K | 0.01% | 00.0% | Unchanged |
| Convergence Financial, LLC | 10,784 | $105.8K | 0.01% | +10,784 | New |
| Impact Partnership Wealth, LLC | 11,084 | $108.7K | 0.01% | +224+2.1% | Added |
| Advisory Solutions Group, LLC | 11,110 | $109.0K | 0.04% | +11,110 | New |
| Lido Advisors, LLC | 11,123 | $109.1K | 0.00% | −402−3.5% | Reduced |
| Wealth Alliance | 11,135 | $109.2K | 0.01% | +229+2.1% | Added |