Eaton Vance Tax-Managed GlobXEXGX
13F holders, Q2 2025 (June 30)274holders +16
27new positions
11sold out
$8.74avg. 13F price*
At the end of Q2 2025, 274 institutions reported holding Eaton Vance Tax-Managed Glob (XEXGX) in their 13F filings, up 16 from Q1 2025. 27 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($205.9M), Invesco Ltd. ($34.3M) and LPL Financial LLC ($26.3M).
- Company
- Eaton Vance Tax-Managed Glob
- CUSIP
- 27829F108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $9.8M |
| Exits | 11 | $2.6M |
All 13F filers, Q1 2025 → Q2 2025: 3,662,814 shares bought and 3,444,993 shares sold, net +217,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 274 holders
| Morgan Stanley | 0.01% | Add +1.9% | 23,533,001 | $205.9M |
| Invesco Ltd. | 0.01% | Reduce -9.8% | 3,920,321 | $34.3M |
| LPL Financial LLC | 0.01% | Add +13.3% | 3,001,379 | $26.3M |
| Bank of America Corp. | 0.00% | Add +1.6% | 2,700,110 | $23.6M |
| Raymond James Financial Inc. | 0.01% | Add +3.1% | 2,307,951 | $20.2M |
| Karpus Management, Inc. | 0.52% | Reduce -25.2% | 1,858,987 | $16.3M |
| 1607 Capital Partners, LLC | 0.99% | Reduce -36.7% | 1,398,097 | $12.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 1,389,498 | $12.2M |
| Advisors Asset Management, Inc. | 0.21% | Reduce -4.2% | 1,356,482 | $11.9M |
| Stifel Financial Corp. | 0.01% | Add +2.6% | 1,352,442 | $11.8M |
| Wells Fargo & Company | 0.00% | Add +2.9% | 1,348,619 | $11.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -17.0% | 1,275,194 | $11.2M |
| Guggenheim Capital LLC | 0.09% | Add +7.2% | 1,205,373 | $10.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.2% | 1,180,610 | $10.3M |
| Cohen & Steers, Inc. | 0.02% | Add +1.5% | 1,024,690 | $9.0M |
| Ameriprise Financial Inc. | 0.00% | Add +9.2% | 952,594 | $8.3M |
| Formidable Asset Management, LLC | 1.39% | No change | 1,022,041 | $8.3M |
| HighTower Advisors, LLC | 0.01% | Add +10.8% | 831,569 | $7.3M |
| UBS Group AG | 0.00% | Add +0.8% | 701,832 | $6.1M |
| Snowden Capital Advisors LLC | 0.17% | Reduce -3.4% | 662,922 | $5.8M |
| Prosperity Consulting Group, LLC | 0.42% | Add +8.2% | 653,612 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.0% | 636,755 | $5.6M |
| Penserra Capital Management LLC | 0.07% | Add +3.0% | 605,566 | $5.3M |
| Focused Wealth Management, Inc | 0.59% | Reduce -0.3% | 548,803 | $4.8M |
| SAM Advisors, LLC | 1.54% | New | 507,381 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +3.1% | 496,064 | $4.3M |
| CoreCap Advisors, LLC | 0.15% | Reduce -0.6% | 417,093 | $3.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.3% | 392,716 | $3.4M |
| Polar Asset Management Partners Inc. | 0.09% | Add +2.4% | 303,444 | $2.7M |
| KMG Fiduciary Partners, LLC | 0.19% | Add +11.2% | 292,159 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.8% | 288,560 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 285,790 | $2.5M |
| Cerity Partners LLC | 0.00% | Add +1202.4% | 280,010 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +57.2% | 252,181 | $2.2M |
| Park Avenue Securities LLC | 0.02% | Reduce -1.5% | 235,465 | $2.1M |
| Marks Group Wealth Management, Inc | 0.19% | No change | 230,456 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +118.9% | 216,811 | $1.9M |
| Blair William & Co. | 0.00% | Reduce -0.1% | 196,975 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -1.2% | 192,722 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 191,038 | $1.7M |
| Avestar Capital, LLC | 0.12% | Add +0.2% | 189,700 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.6% | 172,097 | $1.5M |
| Comerica Bank | 0.01% | Reduce -4.5% | 160,968 | $1.4M |
| Pointe Capital Management LLC | 0.72% | No change | 159,532 | $1.4M |
| High Net Worth Advisory Group LLC | 0.35% | No change | 149,839 | $1.3M |
| Principal Securities, Inc. | 0.02% | Add +14.3% | 142,892 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.0% | 142,361 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +264.7% | 129,360 | $1.1M |
| Mariner, LLC | 0.00% | Add +571.2% | 126,392 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.3% | 118,675 | $1.0M |
| Allworth Financial LP | 0.01% | Add +5259.4% | 118,283 | $1.0M |
| one8zero8, LLC | 0.24% | Reduce -12.9% | 118,000 | $1.0M |
| Clarius Group, LLC | 0.06% | No change | 107,906 | $944K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -4.9% | 107,434 | $940K |
| Sanctuary Advisors, LLC | 0.01% | Add +1.0% | 107,121 | $937K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.5% | 104,546 | $915K |
| Morey & Quinn Wealth Partners, LLC | 0.73% | Add +11.1% | 104,187 | $912K |
| Northstar Advisory Group, LLC | 0.44% | Add +3.0% | 102,214 | $894K |
| Thrivent Financial for Lutherans | 0.00% | No change | 99,725 | $873K |
| Oppenheimer & Co. Inc. | 0.01% | Add +36.0% | 99,037 | $867K |
| Two Sigma Investments, LP | 0.00% | New | 96,729 | $846K |
| Centaurus Financial, Inc. | 0.05% | Reduce -9.2% | 91,793 | $803K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.8% | 89,583 | $784K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +33.8% | 89,178 | $780K |
| Leo Wealth, LLC | 0.06% | No change | 88,886 | $778K |
| AQR Arbitrage LLC | 0.03% | Reduce -86.6% | 88,564 | $775K |
| Bearing Point Capital, LLC | 0.14% | No change | 86,000 | $753K |
| NWF Advisory Services Inc. | 0.08% | Reduce -0.4% | 80,625 | $705K |
| Winebrenner Capital Management LLC | 0.56% | No change | 80,000 | $700K |
| &partners | 0.01% | Add +0.9% | 75,440 | $660K |
| International Assets Investment Management, LLC | 0.05% | Add +12.9% | 71,954 | $630K |
| EP Wealth Advisors, LLC | 0.00% | New | 69,090 | $605K |
| Focus Partners Wealth | 0.00% | Add +68.7% | 68,414 | $599K |
| IFC Advisors LLC | 0.11% | New | 66,534 | $582K |
| Merit Financial Group, LLC | 0.01% | Add +8.9% | 64,782 | $567K |
| MML Investors Services, LLC | 0.00% | Add +4.0% | 64,075 | $561K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.2% | 63,171 | $561K |
| Corient Private Wealth LP | 0.00% | Reduce -0.1% | 64,068 | $561K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +90.7% | 63,736 | $558K |
| Elequin Capital, LP | 0.17% | New | 61,257 | $536K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -40.6% | 60,304 | $528K |
| Dakota Wealth Management | 0.01% | Reduce -22.9% | 59,525 | $521K |
| Summit Financial, LLC | 0.01% | New | 57,122 | $500K |
| Independent Financial Group, LLC | 0.01% | Reduce -3.7% | 56,632 | $496K |
| Calamos Advisors LLC | 0.00% | Reduce -8.0% | 56,104 | $491K |
| MGB Wealth Management, LLC | 0.16% | Reduce -50.3% | 55,968 | $490K |
| David J Yvars Group | 0.28% | Add +7.4% | 55,489 | $485K |
| Kovack Advisors, Inc. | 0.05% | Add +12.7% | 52,949 | $463K |
| Wealth Effects LLC | 0.17% | Reduce -1.3% | 51,567 | $451K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -32.5% | 48,497 | $424K |
| Investmark Advisory Group LLC | 0.20% | Add +1.4% | 48,340 | $423K |
| Avory & Company, LLC | 0.25% | No change | 47,060 | $412K |
| Arkadios Wealth Advisors | 0.01% | No change | 47,060 | $412K |
| Compound Planning, Inc. | 0.02% | No change | 46,361 | $406K |
| Integrated Capital Management, Inc. | 0.31% | Add +6.0% | 46,175 | $404K |
| Farther Finance Advisors, LLC | 0.01% | Add +24.1% | 46,091 | $403K |
| Wedbush Securities Inc. | 0.01% | No change | 46,070 | $403K |
| Herold Advisors, Inc. | 0.08% | Add +209.5% | 45,650 | $399K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 44,500 | $389K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -14.6% | 42,206 | $369K |
"% 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.