Eaton Vance Tax-Managed GlobXEXGX
13F holders, Q1 2025 (March 31)258holders −18
12new positions
26sold out
$8.14avg. 13F price*
At the end of Q1 2025, 258 institutions reported holding Eaton Vance Tax-Managed Glob (XEXGX) in their 13F filings, down 18 from Q4 2024. 12 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($187.9M), Invesco Ltd. ($35.4M) and Bank of America Corp. ($21.6M).
- Company
- Eaton Vance Tax-Managed Glob
- CUSIP
- 27829F108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.7M |
| Exits | 26 | $9.3M |
All 13F filers, Q4 2024 → Q1 2025: 3,608,934 shares bought and 3,479,962 shares sold, net +128,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 258 holders
| Morgan Stanley | 0.01% | Reduce -0.5% | 23,083,016 | $187.9M |
| Invesco Ltd. | 0.01% | Reduce -1.3% | 4,344,707 | $35.4M |
| Bank of America Corp. | 0.00% | Add +1.2% | 2,656,673 | $21.6M |
| LPL Financial LLC | 0.01% | Add +207.1% | 2,648,786 | $21.6M |
| Karpus Management, Inc. | 0.66% | Reduce -8.3% | 2,485,763 | $20.2M |
| Raymond James Financial Inc. | 0.01% | Add +1.1% | 2,238,024 | $18.2M |
| 1607 Capital Partners, LLC | 1.45% | Reduce -16.7% | 2,207,936 | $18.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -2.1% | 1,535,852 | $12.5M |
| Advisors Asset Management, Inc. | 0.22% | Reduce -2.5% | 1,415,946 | $11.5M |
| Royal Bank of Canada | 0.00% | Add +11.1% | 1,406,094 | $11.4M |
| Stifel Financial Corp. | 0.01% | Add +11.0% | 1,318,690 | $10.7M |
| Wells Fargo & Company | 0.00% | Add +4.2% | 1,310,829 | $10.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.5% | 1,182,566 | $9.6M |
| Guggenheim Capital LLC | 0.09% | Add +0.3% | 1,124,524 | $9.2M |
| Formidable Asset Management, LLC | 1.39% | Reduce -2.7% | 1,022,041 | $8.3M |
| Cohen & Steers, Inc. | 0.02% | Reduce -8.2% | 1,009,690 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Add +8.5% | 872,476 | $7.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.2% | 750,441 | $6.1M |
| UBS Group AG | 0.00% | Add +4.9% | 696,427 | $5.7M |
| Snowden Capital Advisors LLC | 0.18% | Add +0.6% | 686,473 | $5.6M |
| AQR Arbitrage LLC | 0.23% | Reduce -45.7% | 662,027 | $5.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.0% | 624,054 | $5.1M |
| Prosperity Consulting Group, LLC | 0.38% | Add +3.3% | 604,050 | $4.9M |
| Penserra Capital Management LLC | 0.09% | Add +4.1% | 587,673 | $4.8M |
| Focused Wealth Management, Inc | 0.61% | Add +3.8% | 550,333 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Add +26.5% | 481,346 | $3.9M |
| CoreCap Advisors, LLC | 0.15% | Add +2.0% | 419,464 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.6% | 376,654 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.8% | 312,908 | $2.5M |
| Polar Asset Management Partners Inc. | 0.11% | Add +25.5% | 296,350 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.4% | 284,913 | $2.3M |
| KMG Fiduciary Partners, LLC | 0.18% | Add +117.1% | 262,660 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Add +14.5% | 239,044 | $1.9M |
| Marks Group Wealth Management, Inc | 0.18% | No change | 230,456 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +2.7% | 198,254 | $1.6M |
| Blair William & Co. | 0.00% | Reduce -3.5% | 197,075 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -7.7% | 194,976 | $1.6M |
| Avestar Capital, LLC | 0.15% | Add +63.7% | 189,400 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.0% | 174,865 | $1.4M |
| Comerica Bank | 0.01% | Reduce -3.1% | 168,587 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -30.5% | 160,387 | $1.3M |
| Pointe Capital Management LLC | 0.76% | Reduce -4.3% | 159,532 | $1.3M |
| High Net Worth Advisory Group LLC | 0.34% | No change | 149,839 | $1.2M |
| one8zero8, LLC | 0.26% | Add +1.7% | 135,550 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.3% | 128,261 | $1.0M |
| Advisor Resource Council | 0.08% | New | 127,752 | $1.0M |
| Principal Securities, Inc. | 0.02% | No change | 124,970 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -33.4% | 120,223 | $979K |
| NewEdge Advisors, LLC | 0.01% | Add +15.5% | 116,761 | $950K |
| Sheaff Brock Investment Advisors, LLC | 0.09% | Add +0.0% | 116,058 | $945K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -34.0% | 112,946 | $919K |
| MGB Wealth Management, LLC | 0.33% | Add +100.0% | 112,644 | $919K |
| Clarius Group, LLC | 0.06% | Add +524.9% | 107,906 | $878K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -23.0% | 106,097 | $864K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 101,544 | $827K |
| Centaurus Financial, Inc. | 0.05% | Reduce -2.0% | 101,064 | $823K |
| Thrivent Financial for Lutherans | 0.00% | No change | 99,725 | $812K |
| Northstar Advisory Group, LLC | 0.53% | Reduce -0.0% | 99,270 | $808K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 99,046 | $806K |
| Morey & Quinn Wealth Partners, LLC | 0.63% | Add +6.1% | 93,772 | $763K |
| D.A. Davidson & Co. | 0.01% | Add +0.4% | 90,284 | $735K |
| Leo Wealth, LLC | 0.10% | No change | 88,886 | $724K |
| Bearing Point Capital, LLC | 0.15% | No change | 86,000 | $700K |
| NWF Advisory Services Inc. | 0.09% | New | 80,925 | $659K |
| Winebrenner Capital Management LLC | 0.59% | No change | 80,000 | $651K |
| Dakota Wealth Management | 0.01% | Add +0.0% | 77,260 | $629K |
| &partners | 0.01% | Add +0.8% | 74,797 | $610K |
| Oppenheimer & Co. Inc. | 0.01% | Add +32.8% | 72,839 | $593K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.0% | 71,819 | $587K |
| Logan Stone Capital, LLC | 0.25% | Reduce -79.7% | 67,108 | $546K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +22.7% | 66,653 | $543K |
| Corient Private Wealth LP | 0.00% | Reduce -1.6% | 64,146 | $522K |
| International Assets Investment Management, LLC | 0.05% | Reduce -1.4% | 63,754 | $519K |
| MML Investors Services, LLC | 0.00% | Add +74.0% | 61,634 | $502K |
| Calamos Advisors LLC | 0.00% | Reduce -3.9% | 60,982 | $496K |
| Merit Financial Group, LLC | 0.01% | Add +4.0% | 59,464 | $484K |
| Independent Financial Group, LLC | 0.02% | Add +2.1% | 58,807 | $479K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.4% | 56,789 | $462K |
| Wealth Effects LLC | 0.18% | Add +0.0% | 52,249 | $425K |
| David J Yvars Group | 0.33% | Add +3.0% | 51,684 | $421K |
| NorthCoast Asset Management LLC | 0.00% | Add +81.8% | 49,392 | $402K |
| Investmark Advisory Group LLC | 0.19% | Reduce -0.3% | 47,697 | $388K |
| Avory & Company, LLC | 0.25% | No change | 47,060 | $383K |
| Arkadios Wealth Advisors | 0.01% | No change | 47,060 | $383K |
| Kovack Advisors, Inc. | 0.04% | Reduce -6.4% | 46,990 | $382K |
| Compound Planning, Inc. | 0.02% | Add +1.6% | 46,361 | $377K |
| Wedbush Securities Inc. | 0.01% | No change | 46,070 | $375K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 44,500 | $362K |
| Saxon Interests, Inc. | 0.17% | Add +1.0% | 43,895 | $357K |
| Integrated Capital Management, Inc. | 0.28% | Add +19.9% | 43,551 | $355K |
| PFG Investments, LLC | 0.02% | Add +1.6% | 41,667 | $339K |
| Focus Partners Wealth | 0.00% | Reduce -43.2% | 40,543 | $330K |
| Susquehanna International Group, LLP | 0.00% | Add +271.4% | 39,121 | $318K |
| Creative Planning | 0.00% | Add +3.1% | 39,035 | $318K |
| Sunpointe, LLC | 0.17% | Add +65.5% | 38,765 | $316K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -21.4% | 38,300 | $312K |
| Pathstone Holdings, LLC | 0.00% | Add +2.3% | 37,500 | $305K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.7% | 37,132 | $302K |
| Cranbrook Wealth Management, LLC | 0.07% | No change | 36,924 | $301K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +7.5% | 35,659 | $290K |
| Jane Street Group, LLC | 0.00% | New | 35,469 | $289K |
| Stockman Wealth Management, Inc. | 0.04% | No change | 34,679 | $282K |
| Semus Wealth Partners LLC | 0.19% | Add +2.4% | 33,842 | $275K |
| Commerce Bank | 0.00% | Reduce -3.5% | 33,531 | $273K |
| Mendel Capital Management LLC | 0.17% | No change | 33,500 | $273K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.4% | 33,429 | $272K |
| Sage Capital Management, LLC | 0.14% | Reduce -30.1% | 32,431 | $264K |
| Garden State Investment Advisory Services LLC | 0.08% | Reduce -9.3% | 31,585 | $257K |
| Diligent Investors, LLC | 0.06% | Add +12.6% | 31,274 | $255K |
| Post Resch Tallon Group Inc. | 0.26% | Add +0.8% | 31,212 | $254K |
| MKT Advisors LLC | 0.12% | No change | 34,911 | $252K |
| Benjamin Edwards Inc. | 0.00% | Reduce -4.2% | 30,630 | $249K |
| Private Advisor Group, LLC | 0.00% | Add +0.0% | 29,667 | $241K |
| Silverlake Wealth Management LLC | 0.09% | No change | 29,629 | $241K |
| Natixis Advisors, LLC | 0.00% | Add +5.8% | 29,307 | $239K |
| Avantax Advisory Services, Inc. | 0.00% | Add +15.7% | 27,844 | $227K |
| Stonebridge Financial Planning Group, LLC | 0.10% | Add +0.2% | 27,815 | $226K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 27,456 | $223K |
| Moors & Cabot, Inc. | 0.01% | Add +17.8% | 27,317 | $222K |
| Mission Wealth Management, LP | 0.01% | No change | 27,214 | $222K |
| Global Assets Advisory, LLC | 0.04% | Add +100.3% | 27,950 | $217K |
| Horan Securities, Inc. | 0.08% | Add +0.7% | 25,617 | $209K |
| Money Concepts Capital Corp. | 0.02% | No change | 25,571 | $208K |
| Successful Portfolios LLC | 0.14% | No change | 24,794 | $202K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.9% | 24,644 | $201K |
| Focus Financial Network, Inc. | 0.01% | Add +1.5% | 24,470 | $199K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -36.1% | 24,332 | $198K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 24,024 | $196K |
| Heritage Wealth Management, Inc. | 0.07% | New | 23,885 | $194K |
| Warther Private Wealth, LLC | 0.06% | No change | 23,675 | $193K |
| Matrix Private Capital Group LLC | 0.11% | No change | 23,369 | $190K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -19.1% | 23,345 | $190K |
| Fortress Private Ledger, LLC | 0.10% | No change | 22,597 | $184K |
| Commons Capital, LLC | 0.17% | Add +7.3% | 22,539 | $183K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +17.0% | 21,721 | $177K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +9.6% | 21,717 | $177K |
| Cerity Partners LLC | 0.00% | Reduce -15.9% | 21,500 | $175K |
| Syverson Strege & Co | 0.06% | Add +0.1% | 21,138 | $172K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +7.8% | 20,623 | $168K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -9.7% | 20,591 | $168K |
| Moloney Securities Asset Management, LLC | 0.02% | Add +0.8% | 20,422 | $166K |
| Carolinas Wealth Consulting LLC | 0.04% | No change | 20,402 | $166K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 20,000 | $163K |
| Venture Visionary Partners LLC | 0.01% | No change | 19,300 | $157K |
| Franklin Resources Inc. | 0.00% | No change | 19,133 | $156K |
| Empower Advisory Group, LLC | 0.00% | No change | 19,000 | $155K |
| Mariner, LLC | 0.00% | Add +31.9% | 18,830 | $153K |
| First Heartland Consultants, Inc. | 0.02% | Add +42.3% | 18,251 | $149K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +2.0% | 18,161 | $148K |
| Captrust Financial Advisors | 0.00% | New | 18,001 | $147K |
| Bank of Stockton | 0.05% | No change | 18,000 | $147K |
| Choreo, LLC | 0.00% | Reduce -20.9% | 17,951 | $146K |
| Meridian Wealth Advisors, LLC | 0.02% | No change | 17,936 | $146K |
| Ashton Thomas Securities, LLC | 0.04% | Add +18.1% | 17,764 | $145K |
| KPP Advisory Services LLC | 0.03% | Reduce -0.1% | 17,710 | $144K |
| WealthBridge Capital Management, LLC | 0.04% | No change | 17,257 | $140K |
| Strait & Sound Wealth Management LLC | 0.07% | No change | 17,200 | $140K |
| Prospera Financial Services Inc | 0.00% | Add +13.1% | 17,173 | $140K |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.0% | 17,002 | $138K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 16,880 | $137K |
| Waverly Advisors, LLC | 0.00% | Add +16.7% | 16,317 | $133K |
| Parisi Gray Wealth Management | 0.04% | No change | 15,962 | $130K |
| Brown Advisory Inc. | 0.00% | No change | 15,779 | $128K |
| Fiduciary Trust Co | 0.00% | No change | 15,377 | $125K |
| Capital CS Group, LLC | 0.21% | Reduce -0.4% | 15,231 | $124K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -9.2% | 14,895 | $121K |
| Herold Advisors, Inc. | 0.03% | Reduce -2.6% | 14,749 | $120K |
| Summit Investment Advisory Services, LLC | 0.06% | Add +2.4% | 14,601 | $119K |
| Van Hulzen Asset Management, LLC | 0.01% | No change | 14,350 | $117K |
| Catalina Capital Group, LLC | 0.08% | No change | 13,995 | $114K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -1.8% | 13,417 | $109K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -68.5% | 13,413 | $109K |
| VSM Wealth Advisory, LLC | 0.04% | Add +0.1% | 13,215 | $108K |
| Waterfront Wealth Inc. | 0.02% | No change | 12,558 | $102K |
| Traphagen Investment Advisors LLC | 0.01% | New | 12,250 | $100K |
| Investment Partners Asset Management, Inc. | 0.08% | No change | 12,184 | $99K |
| Modern Wealth Management, LLC | 0.00% | No change | 12,082 | $98K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -0.2% | 11,935 | $97K |
| Sonora Investment Management Group, LLC | 0.01% | No change | 11,710 | $95K |
| Wealth Alliance, LLC | 0.01% | Add +2.0% | 11,587 | $94K |
| 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 | $93K |
| Perennial Investment Advisors, LLC | 0.01% | No change | 11,384 | $93K |
| SK Wealth Management, LLC | 0.05% | Add +2.4% | 12,216 | $91K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 11,142 | $91K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | No change | 10,896 | $89K |
| Main Street Financial Solutions, LLC | 0.01% | Reduce -66.8% | 10,714 | $87K |
| Princeton Global Asset Management LLC | 0.02% | No change | 10,526 | $86K |
| Baird Financial Group, Inc. | 0.00% | New | 10,261 | $84K |
| MPWM Advisory Solutions, LLC | 0.06% | No change | 10,000 | $81K |
| NewEdge Wealth, LLC | 0.00% | New | 10,000 | $81K |
| Blue Trust, Inc. | 0.00% | No change | 10,000 | $81K |
| Harbour Investments, Inc. | 0.00% | No change | 9,950 | $81K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 9,900 | $81K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 9,000 | $73K |
| Citigroup Inc. | 0.00% | Add +21.5% | 8,791 | $72K |
| Spire Wealth Management | 0.00% | Add +1.8% | 8,608 | $70K |
| PFS Partners, LLC | 0.04% | Add +2.4% | 8,414 | $68K |
| Activest Wealth Management | 0.02% | No change | 8,158 | $66K |
| Lanark Financial, Inc. | 0.01% | — | 7,978 | $64K |
| Gen-Wealth Partners Inc | 0.03% | No change | 7,800 | $63K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.2% | 8,608 | $62K |
| Bokf, NA | 0.00% | Add +31.4% | 6,900 | $56K |
| Caldwell Trust Co | 0.01% | No change | 6,749 | $55K |
| Optimum Investment Advisors | 0.03% | No change | 6,552 | $53K |
| Sandy Spring Bank | 0.00% | Reduce -23.5% | 6,500 | $53K |
| Millstone Evans Group, LLC | 0.04% | No change | 6,390 | $52K |
| North Star Investment Management Corp. | 0.00% | Add +2.4% | 6,044 | $49K |
| Parallel Advisors, LLC | 0.00% | Add +1.2% | 5,837 | $48K |
| Cypress Capital Management LLC (WY) | 0.05% | No change | 5,000 | $41K |
| BankPlus Trust Department | 0.01% | No change | 5,000 | $41K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -13.0% | 5,000 | $41K |
| HHM Wealth Advisors, LLC | 0.01% | Add +2.1% | 4,830 | $39K |
| Barrett & Company, Inc. | 0.02% | New | 4,350 | $35K |
| Bogart Wealth, LLC | 0.00% | No change | 3,953 | $32K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +2.4% | 3,898 | $32K |
| Hughes Financial Services, LLC | 0.01% | New | 3,630 | $30K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 3,350 | $27K |
| Eastern Bank | 0.00% | New | 3,206 | $26K |
| MAI Capital Management | 0.00% | Reduce -15.8% | 3,146 | $26K |
| 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 |
| Private Trust Co. NA | 0.00% | No change | 2,500 | $20K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.4% | 2,588 | $20K |
| US Bancorp \de | 0.00% | Reduce -2.7% | 2,461 | $20K |
| HM Payson & Co. | 0.00% | No change | 2,436 | $20K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.8% | 2,310 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,253 | $18K |
| Allworth Financial LP | 0.00% | Add +0.1% | 2,207 | $17K |
| TD Capital Management LLC | 0.00% | New | 1,799 | $15K |
| IFP Advisors, Inc | 0.00% | No change | 1,700 | $14K |
| WPG Advisers, LLC | 0.01% | No change | 1,650 | $13K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,605 | $13K |
| FMR LLC | 0.00% | No change | 1,583 | $13K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 1,500 | $12K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,465 | $12K |
| GAMMA Investing LLC | 0.00% | Add +303.6% | 1,360 | $11K |
| Sachetta, LLC | 0.00% | No change | 1,055 | $9K |
| Vision Financial Markets LLC | 0.01% | Add +2.4% | 1,035 | $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 |
| Wealth Preservation Advisors, LLC | 0.00% | — | 850 | $7K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 842 | $7K |
| NBT Bank, N.A. | 0.00% | No change | 800 | $7K |
| 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 |
| Beacon Capital Management, LLC | 0.00% | Add +2.4% | 298 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 296 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -80.2% | 214 | $2K |
| Tidemark, LLC | 0.00% | No change | 200 | $2K |
| JPMorgan Chase & Co. | 0.00% | No change | 159 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 100 | $816 |
| Montag & Caldwell, LLC | 0.00% | No change | 55 | $448 |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -99.9% | 10 | $81 |
"% 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.