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 |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 37,170 | $364.6K | 0.02% | +8,568+30.0% | Added |
| Semus Wealth Partners LLC | 37,705 | $369.9K | 0.18% | +764+2.1% | Added |
| Harbour Investments, Inc. | 39,508 | $387.6K | 0.01% | +112+0.3% | Added |
| Sunpointe, LLC | 40,436 | $396.7K | 0.11% | −140.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 40,788 | $399.7K | 0.00% | +25+0.1% | Added |
| Advisors Capital Management, LLC | 44,154 | $433.1K | 0.00% | +44,154 | New |
| Atomi Financial Group, Inc. | 44,512 | $436.7K | 0.01% | −1,849−4.0% | Reduced |
| Commerce Bank | 46,301 | $454.2K | 0.00% | 00.0% | Unchanged |
| Wealth Effects LLC | 47,972 | $470.6K | 0.13% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 48,182 | $472.7K | 0.01% | −2,911−5.7% | Reduced |
| MML Investors Services, LLC | 50,996 | $500.3K | 0.00% | +7,802+18.1% | Added |
| Captrust Financial Advisors | 51,755 | $507.7K | 0.00% | −1,000−1.9% | Reduced |
| Summit Financial, LLC | 51,998 | $510.1K | 0.01% | −899−1.7% | Reduced |
| Dakota Wealth Management | 52,410 | $514.1K | 0.01% | +250+0.5% | Added |
| JGP Wealth Management, LLC | 52,500 | $515.0K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 52,959 | $519.5K | 0.00% | −60−0.1% | Reduced |
| Investmark Advisory Group LLC | 53,389 | $523.7K | 0.20% | +652+1.2% | Added |
| Post Resch Tallon Group Inc. | 53,606 | $525.9K | 0.36% | +14,234+36.2% | Added |
| Wedbush Securities Inc | 53,882 | $529.0K | 0.01% | +2,400+4.7% | Added |
| David J Yvars Group | 55,071 | $534.7K | 0.26% | −7,860−12.5% | Reduced |
| PFG Investments, LLC | 55,546 | $544.9K | 0.02% | +431+0.8% | Added |
| XTX Topco Ltd | 56,520 | $554.5K | 0.01% | +56,520 | New |
| The PNC Financial Services Group, Inc. | 58,844 | $577.3K | 0.00% | −945−1.6% | Reduced |
| Commons Capital, LLC | 59,008 | $578.9K | 0.41% | +5,471+10.2% | Added |
| Envestnet Asset Management Inc | 61,061 | $599.0K | 0.00% | +8,068+15.2% | Added |
| NWF Advisory Services Inc. | 62,025 | $608.5K | 0.06% | −4,000−6.1% | Reduced |
| Beacon Pointe Advisors, LLC | 62,497 | $613.1K | 0.00% | +62,497 | New |
| Diligent Investors, LLC | 62,746 | $615.5K | 0.14% | +502+0.8% | Added |
| Creative Planning | 63,644 | $624.3K | 0.00% | +6,012+10.4% | Added |
| Pathstone Holdings, LLC | 63,682 | $624.7K | 0.00% | +25,857+68.4% | Added |
| Merit Financial Group, LLC | 63,910 | $627.0K | 0.00% | −294−0.5% | Reduced |
| CI Private Wealth, LLC | 68,452 | $671.5K | 0.00% | −1,054−1.5% | Reduced |
| J.W. Cole Advisors, Inc. | 70,977 | $696.3K | 0.01% | +41,623+141.8% | Added |
| International Assets Investment Management, LLC | 80,816 | $786.3K | 0.05% | −7,701−8.7% | Reduced |
| Ameritas Advisory Services, LLC | 85,585 | $839.6K | 0.02% | +20,824+32.2% | Added |
| Shaker Financial Services, LLC | 87,594 | $859.3K | 0.27% | −120,366−57.9% | Reduced |
| Centaurus Financial, Inc. | 90,448 | $887.0K | 0.03% | −1,293−1.4% | Reduced |
| Sanctuary Advisors, LLC | 94,037 | $922.5K | 0.00% | −1,530−1.6% | Reduced |
| D.A. Davidson & Co. | 95,454 | $936.4K | 0.01% | +470.0% | Added |
| Jane Street Group, LLC | 99,312 | $974.3K | 0.00% | +56,736+133.3% | Added |
| Integrated Wealth Concepts LLC | 101,672 | $997.4K | 0.01% | −13,389−11.6% | Reduced |
| Northstar Advisory Group, LLC | 104,953 | $1.03M | 0.32% | −133−0.1% | Reduced |
| Kovack Advisors, Inc. | 105,953 | $1.03M | 0.05% | +3,439+3.4% | Added |
| Morey & Quinn Wealth Partners, LLC | 106,205 | $1.04M | 0.67% | −5,300−4.8% | Reduced |
| Mercer Global Advisors Inc | 106,788 | $1.05M | 0.00% | −57,141−34.9% | Reduced |
| Thrivent Financial for Lutherans | 110,725 | $1.09M | 0.00% | +11,000+11.0% | Added |
| Colony Group, LLC | 119,926 | $1.18M | 0.00% | +39,976+50.0% | Added |
| S Harris Financial Group, LLC | 122,010 | $1.20M | 0.93% | +1,225+1.0% | Added |
| Allworth Financial LP | 130,473 | $1.28M | 0.01% | +5,424+4.3% | Added |
| Principal Securities, Inc. | 132,165 | $1.30M | 0.02% | −5,265−3.8% | Reduced |
| Avestar Capital, LLC | 135,200 | $1.33M | 0.08% | 00.0% | Unchanged |
| one8zero8, LLC | 137,650 | $1.35M | 0.27% | −1,500−1.1% | Reduced |
| Goldman Sachs Group Inc | 137,678 | $1.35M | 0.00% | −8,679−5.9% | Reduced |
| Mariner, LLC | 147,674 | $1.45M | 0.00% | +1,619+1.1% | Added |
| Fifth Third Bancorp | 147,939 | $1.45M | 0.00% | −14,664−9.0% | Reduced |
| Pointe Capital Management LLC | 150,408 | $1.48M | 0.66% | −17,699−10.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 150,507 | $1.48M | 0.01% | +13,583+9.9% | Added |
| High Net Worth Advisory Group LLC | 150,690 | $1.48M | 0.31% | −1,100−0.7% | Reduced |
| Wolverine Asset Management LLC | 160,396 | $1.57M | 0.02% | −30,441−16.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 166,821 | $1.64M | 0.00% | +1,816+1.1% | Added |
| Blair William & Co | 171,945 | $1.69M | 0.00% | −3,283−1.9% | Reduced |
| Bearing Point Capital, LLC | 181,100 | $1.78M | 0.24% | +85,500+89.4% | Added |
| Truist Financial Corp | 208,565 | $2.05M | 0.00% | −4,239−2.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 210,466 | $2.06M | 0.01% | +4,593+2.2% | Added |
| Marks Group Wealth Management, Inc | 219,290 | $2.15M | 0.19% | 00.0% | Unchanged |
| Fund Advisors of America Inc | 247,613 | $2.43M | 2.20% | +739+0.3% | Added |
| Cetera Investment Advisers | 263,368 | $2.58M | 0.00% | −192,645−42.2% | Reduced |
| Cerity Partners LLC | 287,733 | $2.82M | 0.00% | −4,265−1.5% | Reduced |
| KMG Fiduciary Partners, LLC | 325,834 | $3.20M | 0.30% | −38,455−10.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 348,664 | $3.42M | 0.01% | +43,803+14.4% | Added |
| Commonwealth Equity Services, LLC | 364,315 | $3.57M | 0.00% | +9,224+2.6% | Added |
| CoreCap Advisors, LLC | 419,094 | $4.11M | 0.12% | +4,910+1.2% | Added |
| GWM Advisors LLC | 430,935 | $4.23M | 0.01% | −2,975−0.7% | Reduced |
| SAM Advisors, LLC | 541,443 | $5.31M | 1.45% | +18,900+3.6% | Added |
| Kestra Advisory Services, LLC | 549,702 | $5.39M | 0.02% | −28,051−4.9% | Reduced |
| Focused Wealth Management, Inc | 600,489 | $5.89M | 0.52% | +1,955+0.3% | Added |
| Rockefeller Capital Management L.P. | 610,403 | $5.99M | 0.01% | +110,914+22.2% | Added |
| Advisor Group Holdings, Inc. | 614,239 | $6.03M | 0.01% | +55,171+9.9% | Added |
| Snowden Capital Advisors LLC | 659,084 | $6.47M | 0.15% | +2,000+0.3% | Added |
| UBS Group AG | 709,357 | $6.96M | 0.00% | −6,689−0.9% | Reduced |
| Formidable Asset Management, LLC | 834,092 | $7.22M | 1.15% | −9,307−1.1% | Reduced |
| Prosperity Consulting Group, LLC | 774,470 | $7.60M | 0.29% | +32,726+4.4% | Added |
| HighTower Advisors, LLC | 864,184 | $8.48M | 0.01% | +4,035+0.5% | Added |
| Ameriprise Financial Inc | 992,464 | $9.73M | 0.00% | +29,639+3.1% | Added |
| Cohen & Steers, Inc. | 1,074,977 | $10.5M | 0.02% | +25,000+2.4% | Added |
| Guggenheim Capital LLC | 1,153,034 | $11.3M | 0.07% | −78,379−6.4% | Reduced |
| Karpus Management, Inc. | 1,166,515 | $11.4M | 0.33% | −11,977−1.0% | Reduced |
| Stifel Financial Corp | 1,187,886 | $11.7M | 0.01% | −9,849−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,308,282 | $12.8M | 0.02% | +121,131+10.2% | Added |
| Royal Bank of Canada | 1,320,347 | $13.0M | 0.00% | −60,579−4.4% | Reduced |
| Advisors Asset Management, Inc. | 1,394,695 | $13.7M | 0.21% | +65,909+5.0% | Added |
| Wells Fargo & Company | 1,525,827 | $15.0M | 0.00% | +116,744+8.3% | Added |
| Janney Montgomery Scott LLC | 1,803,728 | $17.7M | 0.03% | +403,319+28.8% | Added |
| Bank of America Corp | 2,706,507 | $26.6M | 0.00% | +19,401+0.7% | Added |
| Raymond James Financial Inc | 2,815,014 | $27.6M | 0.01% | +593,637+26.7% | Added |
| LPL Financial LLC | 3,850,419 | $37.8M | 0.01% | +63,028+1.7% | Added |
| Invesco Ltd. | 3,913,341 | $38.4M | 0.00% | +185,896+5.0% | Added |
| Morgan Stanley | 23,489,771 | $230.4M | 0.01% | +1,2190.0% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −67,166−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −50,746−100.0% | Sold out |