Eaton Vance Tax-Managed GlobXEXGX
13F holders, Q4 2024 (December 31)276holders +19
28new positions
19sold out
$8.17avg. 13F price*
At the end of Q4 2024, 276 institutions reported holding Eaton Vance Tax-Managed Glob (XEXGX) in their 13F filings, up 19 from Q3 2024. 28 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($189.6M), Invesco Ltd. ($35.9M) and Karpus Management, Inc. ($22.2M).
- Company
- Eaton Vance Tax-Managed Glob
- CUSIP
- 27829F108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $6.5M |
| Exits | 19 | $15.9M |
All 13F filers, Q3 2024 → Q4 2024: 2,398,772 shares bought and 4,026,969 shares sold, net −1,628,197 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 276 holders
| Morgan Stanley | 0.01% | Reduce -0.6% | 23,203,825 | $189.6M |
| Invesco Ltd. | 0.01% | Add +1.1% | 4,400,170 | $35.9M |
| Karpus Management, Inc. | 0.66% | Add +0.0% | 2,711,727 | $22.2M |
| 1607 Capital Partners, LLC | 1.74% | Reduce -5.3% | 2,650,494 | $21.7M |
| Bank of America Corp. | 0.00% | Add +1.5% | 2,625,698 | $21.5M |
| Raymond James Financial Inc. | 0.01% | — | 2,213,111 | $18.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -31.8% | 1,569,407 | $12.8M |
| Advisors Asset Management, Inc. | 0.22% | Add +4.8% | 1,452,948 | $11.9M |
| Royal Bank of Canada | 0.00% | Add +3.7% | 1,265,590 | $10.3M |
| Wells Fargo & Company | 0.00% | Reduce -4.9% | 1,257,618 | $10.3M |
| AQR Arbitrage LLC | 0.42% | Reduce -28.6% | 1,219,230 | $10.0M |
| Stifel Financial Corp. | 0.01% | Add +5.9% | 1,187,659 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.7% | 1,132,035 | $9.2M |
| Guggenheim Capital LLC | 0.08% | Add +83.8% | 1,120,859 | $9.2M |
| Cohen & Steers, Inc. | 0.02% | Reduce -5.8% | 1,099,690 | $9.0M |
| Formidable Asset Management, LLC | 1.41% | Reduce -1.4% | 1,050,162 | $8.6M |
| LPL Financial LLC | 0.00% | Add +7.1% | 862,464 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.6% | 803,820 | $6.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.5% | 759,415 | $6.2M |
| Snowden Capital Advisors LLC | 0.18% | No change | 682,510 | $5.6M |
| UBS Group AG | 0.00% | Reduce -4.6% | 663,677 | $5.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.6% | 656,747 | $5.4M |
| Prosperity Consulting Group, LLC | 0.36% | Add +17.7% | 584,949 | $4.8M |
| Penserra Capital Management LLC | 0.08% | Add +7.2% | 564,419 | $4.6M |
| Focused Wealth Management, Inc | 0.58% | Add +13.4% | 530,178 | $4.3M |
| CoreCap Advisors, LLC | 0.15% | Add +2.1% | 411,174 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.8% | 394,793 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Add +8.7% | 380,481 | $3.1M |
| Shaker Financial Services, LLC | 1.12% | Add +0.4% | 357,913 | $2.9M |
| Logan Stone Capital, LLC | 0.90% | Reduce -15.8% | 330,158 | $2.7M |
| Thomas J. Herzfeld Advisors, Inc. | 0.86% | Add +6.3% | 326,929 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.7% | 279,940 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.7% | 236,601 | $1.9M |
| Polar Asset Management Partners Inc. | 0.04% | New | 236,120 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +412.2% | 230,802 | $1.9M |
| Marks Group Wealth Management, Inc | 0.19% | No change | 230,456 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -6.8% | 211,221 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Add +1.9% | 208,819 | $1.7M |
| Blair William & Co. | 0.00% | Reduce -1.4% | 204,269 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -1.3% | 193,093 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.4% | 180,627 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.4% | 174,789 | $1.4M |
| Comerica Bank | 0.01% | Reduce -3.2% | 173,919 | $1.4M |
| SteelPeak Wealth, LLC | 0.06% | New | 171,229 | $1.4M |
| Pointe Capital Management LLC | 0.78% | Add +2.9% | 166,632 | $1.4M |
| High Net Worth Advisory Group LLC | 0.34% | No change | 149,839 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -25.3% | 137,785 | $1.2M |
| one8zero8, LLC | 0.23% | — | 133,250 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.3% | 128,661 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +3.4% | 124,970 | $1.0M |
| KMG Fiduciary Partners, LLC | 0.08% | Reduce -2.0% | 120,984 | $988K |
| Sheaff Brock Investment Advisors, LLC | 0.08% | Add +22.5% | 116,041 | $948K |
| Avestar Capital, LLC | 0.09% | Add +26.2% | 115,700 | $945K |
| Centaurus Financial, Inc. | 0.05% | Reduce -1.5% | 103,087 | $842K |
| NewEdge Advisors, LLC | 0.01% | Add +7.3% | 101,084 | $826K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.8% | 100,849 | $824K |
| Thrivent Financial for Lutherans | 0.00% | No change | 99,725 | $815K |
| Northstar Advisory Group, LLC | 0.41% | Reduce -5.2% | 99,302 | $811K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.8% | 98,989 | $809K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.5% | 89,940 | $735K |
| Leo Wealth, LLC | 0.07% | No change | 88,886 | $726K |
| Morey & Quinn Wealth Partners, LLC | 0.61% | — | 88,372 | $722K |
| Bearing Point Capital, LLC | 0.15% | — | 86,000 | $703K |
| Wolverine Asset Management LLC | 0.05% | Add +573.6% | 80,211 | $655K |
| Winebrenner Capital Management LLC | 0.50% | — | 80,000 | $654K |
| Dakota Wealth Management | 0.01% | Add +2.7% | 77,230 | $631K |
| &partners | 0.01% | Reduce -11.0% | 74,167 | $613K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -3.1% | 71,798 | $587K |
| Focus Partners Wealth | 0.00% | Add +10.4% | 71,354 | $583K |
| Independent Advisor Alliance | 0.01% | New | 65,212 | $533K |
| Corient Private Wealth LP | 0.00% | Reduce -3.6% | 65,180 | $533K |
| International Assets Investment Management, LLC | 0.04% | Add +4.6% | 64,641 | $529K |
| Calamos Advisors LLC | 0.00% | Add +23.8% | 63,421 | $518K |
| Independent Financial Group, LLC | 0.02% | Reduce -15.1% | 57,573 | $470K |
| Merit Financial Group, LLC | 0.01% | Add +20.3% | 57,177 | $467K |
| MGB Wealth Management, LLC | 0.14% | No change | 56,322 | $460K |
| Oppenheimer & Co. Inc. | 0.01% | Add +41.6% | 54,847 | $448K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -3.4% | 54,319 | $444K |
| Wealth Effects LLC | 0.15% | Add +0.0% | 52,233 | $427K |
| IFC Advisors LLC | 0.09% | — | 51,233 | $419K |
| David J Yvars Group | 0.25% | Add +0.4% | 50,177 | $410K |
| Kovack Advisors, Inc. | 0.04% | Add +0.4% | 50,207 | $410K |
| CreativeOne Wealth, LLC | 0.01% | New | 48,750 | $398K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -45.2% | 47,914 | $391K |
| Investmark Advisory Group LLC | 0.19% | Add +1.4% | 47,844 | $391K |
| Avory & Company, LLC | 0.22% | No change | 47,060 | $384K |
| Arkadios Wealth Advisors | 0.02% | New | 47,060 | $384K |
| Sage Capital Management, LLC | 0.19% | No change | 46,431 | $379K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.7% | 46,070 | $376K |
| Compound Planning, Inc. | 0.02% | Add +5.0% | 45,629 | $373K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.0% | 44,914 | $367K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 44,500 | $364K |
| Saxon Interests, Inc. | 0.16% | Add +2.4% | 43,474 | $355K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -30.7% | 42,606 | $349K |
| PFG Investments, LLC | 0.02% | Add +0.0% | 41,025 | $335K |
| Readystate Asset Management LP | 0.02% | New | 39,523 | $323K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.3% | 38,066 | $311K |
| Creative Planning | 0.00% | Add +7.0% | 37,845 | $309K |
| Cranbrook Wealth Management, LLC | 0.07% | No change | 36,924 | $302K |
| Pathstone Holdings, LLC | 0.00% | Add +2.6% | 36,648 | $299K |
| Integrated Capital Management, Inc. | 0.23% | Add +1.3% | 36,308 | $297K |
| Farther Finance Advisors, LLC | 0.01% | Add +21.0% | 36,165 | $295K |
| MKT Advisors LLC | 0.13% | Add +9.1% | 34,911 | $294K |
| MML Investors Services, LLC | 0.00% | Add +3.6% | 35,426 | $289K |
| Garden State Investment Advisory Services LLC | 0.09% | Reduce -9.1% | 34,831 | $285K |
| Commerce Bank | 0.00% | Add +3.6% | 34,731 | $284K |
| Stockman Wealth Management, Inc. | 0.04% | No change | 34,679 | $283K |
| Northern Trust Corp. | 0.00% | Reduce -45.6% | 34,138 | $279K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -3.4% | 33,916 | $277K |
| Mendel Capital Management LLC | 0.17% | No change | 33,500 | $274K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 33,159 | $271K |
| Semus Wealth Partners LLC | 0.18% | Add +2.4% | 33,055 | $270K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -11.4% | 32,227 | $263K |
| Benjamin Edwards Inc. | 0.00% | Add +2.8% | 31,965 | $261K |
| Post Resch Tallon Group Inc. | 0.25% | — | 30,981 | $254K |
| Private Advisor Group, LLC | 0.00% | Reduce -12.0% | 29,665 | $242K |
| Silverlake Wealth Management LLC | 0.09% | No change | 29,629 | $242K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.5% | 28,847 | $236K |
| Diligent Investors, LLC | 0.05% | Reduce -10.9% | 27,774 | $227K |
| Stonebridge Financial Planning Group, LLC | 0.10% | Add +0.2% | 27,749 | $227K |
| Natixis Advisors, LLC | 0.00% | Add +7.2% | 27,713 | $226K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 27,456 | $224K |
| Mission Wealth Management, LP | 0.01% | No change | 27,214 | $222K |
| NorthCoast Asset Management LLC | 0.00% | Add +38.0% | 27,165 | $222K |
| Western Wealth Management, LLC | 0.01% | Reduce -8.8% | 26,297 | $215K |
| Cerity Partners LLC | 0.00% | No change | 25,572 | $209K |
| Money Concepts Capital Corp. | 0.02% | New | 25,571 | $209K |
| Horan Securities, Inc. | 0.08% | Add +0.7% | 25,446 | $208K |
| Successful Portfolios LLC | 0.14% | No change | 24,794 | $203K |
| Apollon Wealth Management, LLC | 0.00% | Add +122.1% | 24,431 | $200K |
| Focus Financial Network, Inc. | 0.01% | Add +2.0% | 24,111 | $197K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -25.8% | 24,059 | $197K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 24,024 | $196K |
| Warther Private Wealth, LLC | 0.07% | No change | 23,675 | $193K |
| Sunpointe, LLC | 0.10% | New | 23,430 | $191K |
| Matrix Private Capital Group LLC | 0.11% | No change | 23,369 | $191K |
| Moors & Cabot, Inc. | 0.01% | Add +3.5% | 23,187 | $189K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 22,791 | $186K |
| Choreo, LLC | 0.00% | Add +1.5% | 22,690 | $185K |
| Fortress Private Ledger, LLC | 0.11% | — | 22,597 | $185K |
| Syverson Strege & Co | 0.06% | Add +0.1% | 21,116 | $173K |
| Commons Capital, LLC | 0.16% | Add +15.8% | 21,008 | $172K |
| Quantedge Capital Pte Ltd | 0.06% | Reduce -70.8% | 20,800 | $170K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 20,402 | $167K |
| Moloney Securities Asset Management, LLC | 0.02% | Add +0.8% | 20,250 | $165K |
| Bank of New York Mellon Corp | 0.00% | No change | 20,002 | $163K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 20,000 | $163K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -1.7% | 19,811 | $162K |
| Venture Visionary Partners LLC | 0.01% | Add +18.4% | 19,300 | $158K |
| Franklin Resources Inc. | 0.00% | No change | 19,133 | $156K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -15.8% | 19,123 | $156K |
| Empower Advisory Group, LLC | 0.00% | No change | 19,000 | $155K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.8% | 18,563 | $152K |
| Bank of Stockton | 0.04% | No change | 18,000 | $147K |
| Meridian Wealth Advisors, LLC | 0.02% | No change | 17,936 | $147K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -79.9% | 17,808 | $145K |
| KPP Advisory Services LLC | 0.03% | No change | 17,735 | $145K |
| Clarius Group, LLC | 0.01% | No change | 17,268 | $141K |
| WealthBridge Capital Management, LLC | 0.04% | No change | 17,257 | $141K |
| Strait & Sound Wealth Management LLC | 0.07% | No change | 17,200 | $141K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 16,880 | $138K |
| Elequin Capital, LP | 0.02% | New | 16,653 | $136K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 16,395 | $134K |
| AlphaMark Advisors, LLC | 0.06% | No change | 16,000 | $131K |
| Parisi Gray Wealth Management | 0.04% | No change | 15,962 | $130K |
| Brown Advisory Inc. | 0.00% | No change | 15,779 | $129K |
| HRT Financial LP | 0.00% | New | 15,591 | $127K |
| Fiduciary Trust Co | 0.00% | No change | 15,377 | $126K |
| Capital CS Group, LLC | 0.17% | Add +4.6% | 15,290 | $125K |
| Prospera Financial Services Inc | 0.00% | No change | 15,179 | $124K |
| Herold Advisors, Inc. | 0.03% | Reduce -1.6% | 15,149 | $124K |
| Ashton Thomas Securities, LLC | 0.03% | Add +2.1% | 15,038 | $123K |
| Van Hulzen Asset Management, LLC | 0.01% | No change | 14,350 | $117K |
| Mariner, LLC | 0.00% | Reduce -18.4% | 14,274 | $117K |
| Summit Investment Advisory Services, LLC | 0.06% | Add +2.4% | 14,260 | $117K |
| Catalina Capital Group, LLC | 0.04% | No change | 13,995 | $114K |
| Global Assets Advisory, LLC | 0.06% | Add +0.0% | 13,957 | $114K |
| Waverly Advisors, LLC | 0.00% | New | 13,986 | $114K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +1.8% | 13,658 | $112K |
| EP Wealth Advisors, LLC | 0.00% | New | 13,633 | $111K |
| Clearstead Advisors, LLC | 0.00% | New | 13,581 | $111K |
| VSM Wealth Advisory, LLC | 0.04% | — | 13,197 | $108K |
| First Heartland Consultants, Inc. | 0.01% | New | 12,826 | $105K |
| Blue Bell Private Wealth Management, LLC | 0.02% | New | 12,197 | $103K |
| Waterfront Wealth Inc. | 0.03% | No change | 12,558 | $103K |
| Investment Partners Asset Management, Inc. | 0.08% | No change | 12,184 | $100K |
| Modern Wealth Management, LLC | 0.00% | Add +2.1% | 12,082 | $99K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -10.3% | 11,955 | $98K |
| SK Wealth Management, LLC | 0.05% | Add +0.8% | 11,932 | $97K |
| Sonora Investment Management Group, LLC | 0.01% | New | 11,710 | $96K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 11,500 | $94K |
| Welch & Forbes LLC | 0.00% | No change | 11,500 | $94K |
| Blue Chip Partners, LLC | 0.01% | No change | 11,486 | $94K |
| Perennial Investment Advisors, LLC | 0.01% | No change | 11,384 | $93K |
| Wealth Alliance, LLC | 0.01% | Add +0.9% | 11,355 | $93K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -53.6% | 11,142 | $91K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | No change | 10,896 | $89K |
| Susquehanna International Group, LLP | 0.00% | New | 10,533 | $86K |
| Princeton Global Asset Management LLC | 0.02% | Reduce -9.3% | 10,526 | $86K |
| MPWM Advisory Solutions, LLC | 0.06% | — | 10,000 | $82K |
| Blue Trust, Inc. | 0.00% | No change | 10,000 | $82K |
| Harbour Investments, Inc. | 0.00% | Add +7.6% | 9,950 | $81K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 9,900 | $81K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 9,000 | $74K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.2% | 8,503 | $70K |
| Sandy Spring Bank | 0.00% | No change | 8,500 | $69K |
| Spire Wealth Management | 0.00% | Add +1.8% | 8,458 | $69K |
| PFS Partners, LLC | 0.04% | Add +2.4% | 8,218 | $67K |
| Activest Wealth Management | 0.02% | No change | 8,158 | $67K |
| South Plains Financial, Inc. | 0.05% | — | 8,067 | $66K |
| Gen-Wealth Partners Inc | 0.03% | No change | 7,800 | $64K |
| Citigroup Inc. | 0.00% | Reduce -18.1% | 7,238 | $59K |
| Caldwell Trust Co | 0.01% | No change | 6,749 | $55K |
| Optimum Investment Advisors | 0.02% | No change | 6,552 | $54K |
| Millstone Evans Group, LLC | 0.04% | — | 6,390 | $52K |
| North Star Investment Management Corp. | 0.00% | Add +2.4% | 5,904 | $48K |
| Parallel Advisors, LLC | 0.00% | Add +1.2% | 5,768 | $47K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,750 | $47K |
| Bokf, NA | 0.00% | No change | 5,250 | $43K |
| Cypress Capital Management LLC (WY) | 0.05% | No change | 5,000 | $41K |
| BankPlus Trust Department | 0.01% | — | 5,000 | $41K |
| HHM Wealth Advisors, LLC | 0.01% | Add +2.1% | 4,730 | $39K |
| Raleigh Capital Management Inc. | 0.01% | No change | 4,617 | $38K |
| Avior Wealth Management, LLC | 0.00% | No change | 4,524 | $37K |
| CoreFirst Bank & Trust | 0.02% | No change | 4,000 | $33K |
| Bogart Wealth, LLC | 0.00% | No change | 3,953 | $32K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +2.4% | 3,807 | $31K |
| MAI Capital Management | 0.00% | New | 3,736 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 3,350 | $27K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +200.0% | 3,000 | $25K |
| Financial Management Professionals, Inc. | 0.00% | No change | 2,828 | $23K |
| LRI Investments, LLC | 0.00% | No change | 2,734 | $22K |
| American Capital Advisory, LLC | 0.01% | No change | 2,650 | $22K |
| Cornerstone Planning Group LLC | 0.01% | Add +2.4% | 2,527 | $21K |
| WR Wealth Planners, LLC | 0.01% | No change | 2,600 | $21K |
| US Bancorp \de | 0.00% | Reduce -28.3% | 2,530 | $21K |
| Private Trust Co. NA | 0.00% | No change | 2,500 | $20K |
| HM Payson & Co. | 0.00% | No change | 2,436 | $20K |
| Allworth Financial LP | 0.00% | Add +1.1% | 2,206 | $19K |
| Geneos Wealth Management Inc. | 0.00% | Add +31.0% | 2,269 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,253 | $18K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,754 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 1,700 | $14K |
| WPG Advisers, LLC | 0.01% | — | 1,650 | $13K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,605 | $13K |
| Wintrust Investments LLC | 0.01% | New | 1,703 | $13K |
| FMR LLC | 0.00% | Reduce -0.3% | 1,583 | $13K |
| Elevation Wealth Partners, LLC | 0.01% | New | 1,500 | $12K |
| Global Retirement Partners, LLC | 0.00% | New | 1,500 | $12K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,465 | $12K |
| Assetmark, Inc. | 0.00% | New | 1,081 | $9K |
| Sachetta, LLC | 0.00% | No change | 1,055 | $9K |
| Synergy Asset Management, LLC | 0.00% | New | 950 | $8K |
| Vision Financial Markets LLC | 0.01% | — | 1,011 | $8K |
| Webster Bank, N. A. | 0.00% | No change | 1,000 | $8K |
| Avion Wealth | 0.00% | No change | 1,000 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 900 | $7K |
| NBT Bank, N.A. | 0.00% | No change | 800 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | New | 782 | $6K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 842 | $6K |
| Addison Advisors LLC | 0.00% | No change | 467 | $4K |
| Russell Investments Group, Ltd. | 0.00% | No change | 436 | $4K |
| ORG Partners LLC | 0.00% | No change | 390 | $3K |
| Key Financial Inc | 0.00% | No change | 349 | $3K |
| GAMMA Investing LLC | 0.00% | New | 337 | $3K |
| Putney Financial Group LLC | 0.00% | — | 300 | $2K |
| Byrne Asset Management LLC | 0.00% | No change | 300 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 296 | $2K |
| Beacon Capital Management, LLC | 0.00% | Add +2.5% | 291 | $2K |
| Tidemark, LLC | 0.00% | New | 200 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -82.3% | 159 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 100 | $818 |
| Montag & Caldwell, LLC | 0.00% | New | 55 | $449 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 10 | $82 |
| Lanark Financial, Inc. | 0.01% | — | 7 | $65 |
| Danske Bank A/S | 0.00% | No change | 2 | $16 |
"% 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.