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 |
|---|---|---|---|---|---|
| Investment Partners Asset Management, Inc. | 11,184 | $109.7K | 0.06% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 11,212 | $110.0K | 0.00% | +11,212 | New |
| Blue Chip Partners, Inc. | 11,486 | $112.7K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $112.8K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $112.8K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 11,525 | $113.1K | 0.00% | +11,525 | New |
| WealthSpring Partners, LLC | 11,545 | $113.3K | 0.10% | 00.0% | Unchanged |
| Davenport & Co LLC | 11,925 | $117.0K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 11,931 | $117.0K | 0.00% | −177−1.5% | Reduced |
| Waterfront Wealth Inc. | 12,139 | $119.0K | 0.02% | +17+0.1% | Added |
| Assetmark, Inc | 12,448 | $122.1K | 0.00% | −477−3.7% | Reduced |
| Modern Wealth Management, LLC | 12,475 | $122.4K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 12,819 | $125.0K | 0.08% | +12,819 | New |
| Cresset Asset Management, LLC | 12,794 | $125.5K | 0.00% | +96+0.8% | Added |
| Park Avenue Securities LLC | 13,722 | $135.0K | 0.00% | −291−2.1% | Reduced |
| Herold Advisors, Inc. | 13,677 | $135.0K | 0.03% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 13,800 | $135.4K | 0.01% | +300+2.2% | Added |
| VSM Wealth Advisory, LLC | 13,997 | $137.3K | 0.04% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 14,350 | $140.8K | 0.01% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 14,371 | $141.0K | 0.01% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 14,469 | $141.9K | 0.06% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 14,861 | $145.8K | 0.00% | +14,861 | New |
| United Capital Financial Advisers, LLC | 14,999 | $147.1K | 0.00% | +286+1.9% | Added |
| Fiduciary Trust Co | 15,377 | $150.8K | 0.00% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 15,725 | $154.3K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 16,144 | $158.6K | 0.00% | −329−2.0% | Reduced |
| Summit Investment Advisory Services, LLC | 16,270 | $159.6K | 0.04% | +333+2.1% | Added |
| Heritage Wealth Management, Inc. | 16,291 | $159.8K | 0.04% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 18,527 | $160.4K | 0.01% | −72−0.4% | Reduced |
| Harbour Wealth Management Group, Inc. | 16,425 | $161.1K | 0.11% | −470−2.8% | Reduced |
| WealthBridge Capital Management, LLC | 16,657 | $163.4K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 16,780 | $164.6K | 0.01% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 17,054 | $167.3K | 0.10% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 17,200 | $168.7K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17,268 | $169.4K | 0.00% | −198,544−92.0% | Reduced |
| Warren Averett Asset Management, LLC | 17,292 | $169.6K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 17,936 | $176.0K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 18,323 | $179.7K | 0.00% | +222+1.2% | Added |
| Founders Financial Alliance, LLC | 18,458 | $181.1K | 0.02% | +32+0.2% | Added |
| Brown Advisory Inc | 18,801 | $184.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 18,948 | $185.9K | 0.00% | +13,683+259.9% | Added |
| Empower Advisory Group, LLC | 19,000 | $186.4K | 0.00% | 00.0% | Unchanged |
| MBL Wealth, LLC | 19,150 | $187.9K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 19,166 | $188.0K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 19,300 | $189.3K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 19,402 | $190.3K | 0.01% | 00.0% | Unchanged |
| Decision Investments, Inc | 19,744 | $193.7K | 0.18% | −120−0.6% | Reduced |
| NBC Securities, Inc. | 19,790 | $194.1K | 0.01% | +19+0.1% | Added |
| BNB Wealth Management, LLC | 19,797 | $194.2K | 0.11% | 00.0% | Unchanged |
| Spire Wealth Management | 19,893 | $195.2K | 0.01% | +401+2.1% | Added |
| Diversified Portfolios, Inc. | 19,900 | $195.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20,120 | $197.4K | 0.00% | +20,120 | New |
| Franklin Resources Inc | 20,133 | $197.5K | 0.00% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 20,710 | $203.2K | 0.13% | +659+3.3% | Added |
| Flagship Harbor Advisors, LLC | 20,883 | $204.9K | 0.01% | −674−3.1% | Reduced |
| Logan Stone Capital, LLC | 21,002 | $206.0K | 0.04% | −27,327−56.5% | Reduced |
| Beaumont Financial Advisors, LLC | 21,260 | $208.6K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 21,267 | $208.6K | 0.00% | +21,267 | New |
| Silver Coast Investments LLC | 21,500 | $210.9K | 0.06% | +21,500 | New |
| Prospera Financial Services Inc | 22,102 | $216.8K | 0.00% | +902+4.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,463 | $220.4K | 0.02% | +361+1.6% | Added |
| Kestra Private Wealth Services, LLC | 22,500 | $220.7K | 0.00% | +1,405+6.7% | Added |
| Kingsbury Capital Investment Advisors LLC | 23,051 | $226.1K | 0.19% | +407+1.8% | Added |
| KMT Wealth Management, LLC | 23,051 | $226.1K | 0.19% | +23,051 | New |
| Moors & Cabot, Inc. | 23,827 | $233.7K | 0.01% | −102−0.4% | Reduced |
| Garden State Investment Advisory Services LLC | 23,901 | $234.5K | 0.05% | −7,712−24.4% | Reduced |
| HBK Sorce Advisory LLC | 23,729 | $235.4K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 24,000 | $235.4K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 24,222 | $237.6K | 0.00% | +504+2.1% | Added |
| Successful Portfolios LLC | 24,394 | $238.2K | 0.11% | −400−1.6% | Reduced |
| Closed-End Fund Advisors, Inc. | 25,022 | $245.5K | 0.24% | +1,076+4.5% | Added |
| Change Path, LLC | 25,550 | $250.6K | 0.01% | −700−2.7% | Reduced |
| Natixis Advisors, L.P. | 25,785 | $252.0K | 0.00% | −44−0.2% | Reduced |
| McDonald Partners LLC | 26,462 | $259.6K | 0.06% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 26,586 | $260.8K | 0.03% | +464+1.8% | Added |
| Mendel Capital Management LLC | 26,700 | $261.9K | 0.12% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 27,222 | $262.0K | 0.04% | +40+0.1% | Added |
| Main Street Financial Solutions, LLC | 27,358 | $268.4K | 0.02% | +4,850+21.5% | Added |
| Sage Capital Management, LLC | 27,431 | $269.1K | 0.11% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 28,121 | $275.9K | 0.00% | +6,931+32.7% | Added |
| Stonebridge Financial Planning Group, LLC | 28,138 | $276.0K | 0.09% | +64+0.2% | Added |
| Baird Financial Group, Inc. | 28,169 | $276.3K | 0.00% | +12,243+76.9% | Added |
| Apollon Wealth Management, LLC | 28,615 | $280.7K | 0.00% | +304+1.1% | Added |
| Silverlake Wealth Management LLC | 29,629 | $290.7K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 30,366 | $297.9K | 0.00% | +1,688+5.9% | Added |
| Integrity Advisory Solutions, LLC | 31,212 | $306.2K | 0.03% | +31,212 | New |
| Oppenheimer & Co Inc | 31,404 | $308.1K | 0.00% | −1,314−4.0% | Reduced |
| Blue Water Asset Management | 31,578 | $309.8K | 0.10% | +640+2.1% | Added |
| Amplius Wealth Advisors, LLC | 32,185 | $315.7K | 0.02% | +140.0% | Added |
| Money Concepts Capital Corp | 32,191 | $315.8K | 0.01% | −1,535−4.6% | Reduced |
| IFC Advisors LLC | 32,195 | $315.8K | 0.04% | +32,195 | New |
| Mission Wealth Management, LP | 32,743 | $321.2K | 0.00% | +5,529+20.3% | Added |
| Focus Financial Network, Inc. | 33,004 | $323.8K | 0.01% | +235+0.7% | Added |
| OpenArc Corporate Advisory, LLC | 33,851 | $332.1K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 33,937 | $332.9K | 0.00% | +1,784+5.5% | Added |
| Stockman Wealth Management, Inc. | 34,529 | $338.7K | 0.04% | 00.0% | Unchanged |
| Advisory Advocates, LLC | 34,922 | $342.6K | 0.29% | +6,000+20.7% | Added |
| Cranbrook Wealth Management, LLC | 36,924 | $362.2K | 0.07% | 00.0% | Unchanged |
| PMG Family Office LLC | 37,093 | $363.9K | 0.34% | +1,359+3.8% | Added |
| Susquehanna International Group, LLP | 37,102 | $364.0K | 0.00% | −53,482−59.0% | Reduced |