Eaton Vance Tax-Managed GlobXEXGX
13F holders, Q2 2026 (June 30)297holders +1
30new positions
27sold out
$9.80avg. 13F price*
At the end of Q2 2026, 297 institutions reported holding Eaton Vance Tax-Managed Glob (XEXGX) in their 13F filings, up 1 from Q1 2026. 30 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($230.4M), Invesco Ltd. ($38.4M) and LPL Financial LLC ($37.8M).
- Company
- Eaton Vance Tax-Managed Glob
- CUSIP
- 27829F108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $4.2M |
| Exits | 27 | $4.3M |
All 13F filers, Q1 2026 → Q2 2026: 2,776,018 shares bought and 1,569,605 shares sold, net +1,206,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| Morgan Stanley | 0.01% | Add +0.0% | 23,489,771 | $230.4M |
| Invesco Ltd. | 0.00% | Add +5.0% | 3,913,341 | $38.4M |
| LPL Financial LLC | 0.01% | Add +1.7% | 3,850,419 | $37.8M |
| Raymond James Financial Inc. | 0.01% | Add +26.7% | 2,815,014 | $27.6M |
| Bank of America Corp. | 0.00% | Add +0.7% | 2,706,507 | $26.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +28.8% | 1,803,728 | $17.7M |
| Wells Fargo & Company | 0.00% | Add +8.3% | 1,525,827 | $15.0M |
| Advisors Asset Management, Inc. | 0.21% | Add +5.0% | 1,394,695 | $13.7M |
| Royal Bank of Canada | 0.00% | Reduce -4.4% | 1,320,347 | $13.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +10.2% | 1,308,282 | $12.8M |
| Stifel Financial Corp. | 0.01% | Reduce -0.8% | 1,187,886 | $11.7M |
| Karpus Management, Inc. | 0.33% | Reduce -1.0% | 1,166,515 | $11.4M |
| Guggenheim Capital LLC | 0.07% | Reduce -6.4% | 1,153,034 | $11.3M |
| Cohen & Steers, Inc. | 0.02% | Add +2.4% | 1,074,977 | $10.5M |
| Ameriprise Financial Inc. | 0.00% | Add +3.1% | 992,464 | $9.7M |
| HighTower Advisors, LLC | 0.01% | Add +0.5% | 864,184 | $8.5M |
| Prosperity Consulting Group, LLC | 0.29% | Add +4.4% | 774,470 | $7.6M |
| Formidable Asset Management, LLC | 1.15% | Reduce -1.1% | 834,092 | $7.2M |
| UBS Group AG | 0.00% | Reduce -0.9% | 709,357 | $7.0M |
| Snowden Capital Advisors LLC | 0.15% | Add +0.3% | 659,084 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +9.9% | 614,239 | $6.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +22.2% | 610,403 | $6.0M |
| Focused Wealth Management, Inc | 0.52% | Add +0.3% | 600,489 | $5.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -4.9% | 549,702 | $5.4M |
| SAM Advisors, LLC | 1.45% | Add +3.6% | 541,443 | $5.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.7% | 430,935 | $4.2M |
| CoreCap Advisors, LLC | 0.12% | Add +1.2% | 419,094 | $4.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.6% | 364,315 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.4% | 348,664 | $3.4M |
| KMG Fiduciary Partners, LLC | 0.30% | Reduce -10.6% | 325,834 | $3.2M |
| Cerity Partners LLC | 0.00% | Reduce -1.5% | 287,733 | $2.8M |
| Cetera Investment Advisers | 0.00% | Reduce -42.3% | 263,368 | $2.6M |
| Fund Advisors of America Inc | 2.20% | Add +0.3% | 247,613 | $2.4M |
| Marks Group Wealth Management, Inc | 0.19% | No change | 219,290 | $2.2M |
| &partners | 0.01% | Add +2.2% | 210,466 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 208,565 | $2.0M |
| Bearing Point Capital, LLC | 0.24% | Add +89.4% | 181,100 | $1.8M |
| Blair William & Co. | 0.00% | Reduce -1.9% | 171,945 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 166,821 | $1.6M |
| Wolverine Asset Management LLC | 0.08% | Reduce -15.9% | 160,396 | $1.6M |
| High Net Worth Advisory Group LLC | 0.31% | Reduce -0.7% | 150,690 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.9% | 150,507 | $1.5M |
| Pointe Capital Management LLC | 0.66% | Reduce -10.5% | 150,408 | $1.5M |
| Fifth Third Bancorp | 0.00% | Reduce -9.0% | 147,939 | $1.5M |
| Mariner, LLC | 0.00% | Add +1.1% | 147,674 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.9% | 137,678 | $1.4M |
| one8zero8, LLC | 0.27% | Reduce -1.1% | 137,650 | $1.4M |
| Avestar Capital, LLC | 0.08% | No change | 135,200 | $1.3M |
| Principal Securities, Inc. | 0.02% | Reduce -3.8% | 132,165 | $1.3M |
| Allworth Financial LP | 0.01% | Add +4.3% | 130,473 | $1.3M |
| S Harris Financial Group, LLC | 0.93% | Add +1.0% | 122,010 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +50.0% | 119,926 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +11.0% | 110,725 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -34.9% | 106,788 | $1.0M |
| Morey & Quinn Wealth Partners, LLC | 0.67% | Reduce -4.8% | 106,205 | $1.0M |
| Kovack Advisors, Inc. | 0.05% | Add +3.4% | 105,953 | $1.0M |
| Northstar Advisory Group, LLC | 0.32% | Reduce -0.1% | 104,953 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -11.6% | 101,672 | $997K |
| Jane Street Group, LLC | 0.00% | Add +133.3% | 99,312 | $974K |
| D.A. Davidson & Co. | 0.01% | Add +0.1% | 95,454 | $936K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.6% | 94,037 | $922K |
| Centaurus Financial, Inc. | 0.03% | Reduce -1.4% | 90,448 | $887K |
| Shaker Financial Services, LLC | 0.27% | Reduce -57.9% | 87,594 | $859K |
| Ameritas Advisory Services, LLC | 0.02% | Add +32.2% | 85,585 | $840K |
| International Assets Investment Management, LLC | 0.05% | Reduce -8.7% | 80,816 | $786K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +141.8% | 70,977 | $696K |
| Corient Private Wealth LP | 0.00% | Reduce -1.5% | 68,452 | $672K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.5% | 63,910 | $627K |
| Pathstone Holdings, LLC | 0.00% | Add +68.4% | 63,682 | $625K |
| Creative Planning | 0.00% | Add +10.4% | 63,644 | $624K |
| Diligent Investors, LLC | 0.14% | Add +0.8% | 62,746 | $616K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 62,497 | $613K |
| NWF Advisory Services Inc. | 0.06% | Reduce -6.1% | 62,025 | $608K |
| Envestnet Asset Management Inc. | 0.00% | Add +15.2% | 61,061 | $599K |
| Commons Capital, LLC | 0.41% | Add +10.2% | 59,008 | $579K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.6% | 58,844 | $577K |
| XTX Topco Ltd | 0.01% | New | 56,520 | $554K |
| PFG Investments, LLC | 0.02% | Add +0.8% | 55,546 | $545K |
| David J Yvars Group | 0.26% | Reduce -12.5% | 55,071 | $535K |
| Wedbush Securities Inc. | 0.01% | Add +4.7% | 53,882 | $529K |
| Post Resch Tallon Group Inc. | 0.36% | Add +36.1% | 53,606 | $526K |
| Investmark Advisory Group LLC | 0.20% | Add +1.2% | 53,389 | $524K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.1% | 52,959 | $520K |
| JGP Wealth Management, LLC | 0.05% | No change | 52,500 | $515K |
| Dakota Wealth Management | 0.01% | Add +0.5% | 52,410 | $514K |
| Summit Financial, LLC | 0.01% | Reduce -1.7% | 51,998 | $510K |
| Captrust Financial Advisors | 0.00% | Reduce -1.9% | 51,755 | $508K |
| MML Investors Services, LLC | 0.00% | Add +18.1% | 50,996 | $500K |
| Independent Financial Group, LLC | 0.01% | Reduce -5.7% | 48,182 | $473K |
| Wealth Effects LLC | 0.13% | No change | 47,972 | $471K |
| Commerce Bank | 0.00% | No change | 46,301 | $454K |
| Compound Planning, Inc. | 0.01% | Reduce -4.0% | 44,512 | $437K |
| Advisors Capital Management, LLC | 0.00% | New | 44,154 | $433K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 40,788 | $400K |
| Sunpointe, LLC | 0.11% | Reduce -0.0% | 40,436 | $397K |
| Harbour Investments, Inc. | 0.01% | Add +0.3% | 39,508 | $388K |
| Semus Wealth Partners LLC | 0.18% | Add +2.1% | 37,705 | $370K |
| First Heartland Consultants, Inc. | 0.02% | Add +30.0% | 37,170 | $365K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.0% | 37,102 | $364K |
| PMG Family Office LLC | 0.34% | Add +3.8% | 37,093 | $364K |
"% of holder's portfolio" is XEXGX's weight in each manager's 13F, not the share of Eaton Vance Tax-Managed Glob the manager owns.