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 |
| Shaker Financial Services, LLC | 0.13% | New | 41,840 | $366K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 41,699 | $365K |
| Saxon Interests, Inc. | 0.17% | No change | 43,895 | $357K |
| Sunbelt Securities, Inc. | 0.03% | Add +218.8% | 42,765 | $349K |
| Post Resch Tallon Group Inc. | 0.34% | Add +27.7% | 39,871 | $349K |
| Sunpointe, LLC | 0.13% | Reduce -0.3% | 38,665 | $338K |
| Captrust Financial Advisors | 0.00% | Add +113.3% | 38,403 | $336K |
| Creative Planning | 0.00% | Reduce -2.7% | 37,978 | $332K |
| Pathstone Holdings, LLC | 0.00% | No change | 37,500 | $328K |
| Cranbrook Wealth Management, LLC | 0.07% | No change | 36,924 | $323K |
| Avantax Advisory Services, Inc. | 0.00% | Add +29.7% | 36,120 | $316K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 35,659 | $312K |
| Stockman Wealth Management, Inc. | 0.04% | No change | 34,679 | $303K |
| Semus Wealth Partners LLC | 0.20% | Add +2.4% | 34,641 | $303K |
| Commerce Bank | 0.00% | No change | 33,531 | $293K |
| MKT Advisors LLC | 0.12% | Reduce -4.9% | 33,211 | $292K |
| Benjamin Edwards Inc. | 0.00% | Add +7.3% | 32,860 | $288K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -14.9% | 32,600 | $285K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +0.2% | 31,656 | $277K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +57.5% | 31,500 | $276K |
| Diligent Investors, LLC | 0.06% | Reduce -2.7% | 30,437 | $266K |
| Silverlake Wealth Management LLC | 0.08% | No change | 29,629 | $259K |
| Focus Financial Network, Inc. | 0.01% | Add +20.1% | 29,381 | $257K |
| Brown Advisory Inc. | 0.00% | Add +85.6% | 29,279 | $256K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.4% | 28,670 | $251K |
| HBK Sorce Advisory LLC | 0.01% | Add +21.2% | 28,301 | $248K |
| Natixis Advisors, LLC | 0.00% | Reduce -4.5% | 27,990 | $245K |
| Stonebridge Financial Planning Group, LLC | 0.10% | Add +0.2% | 27,881 | $244K |
| Sage Capital Management, LLC | 0.12% | Reduce -15.4% | 27,431 | $240K |
| Mission Wealth Management, LP | 0.01% | No change | 27,214 | $238K |
| Mendel Capital Management LLC | 0.13% | Reduce -20.3% | 26,700 | $234K |
| Apollon Wealth Management, LLC | 0.00% | Add +5.3% | 25,952 | $227K |
| Horan Securities, Inc. | 0.08% | Add +0.7% | 25,790 | $226K |
| Money Concepts Capital Corp. | 0.01% | Reduce -2.1% | 25,029 | $219K |
| Successful Portfolios LLC | 0.13% | No change | 24,794 | $217K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -9.9% | 24,738 | $216K |
| Balyasny Asset Management L.P. | 0.00% | New | 24,664 | $216K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 24,024 | $210K |
| Warther Private Wealth, LLC | 0.05% | No change | 23,675 | $207K |
| Commons Capital, LLC | 0.15% | Add +1.1% | 22,784 | $199K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +5.7% | 21,801 | $191K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -0.8% | 21,547 | $189K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -2.1% | 21,270 | $186K |
| Moors & Cabot, Inc. | 0.01% | Reduce -22.5% | 21,162 | $185K |
| IFG Advisory, LLC | 0.01% | New | 20,937 | $183K |
| Moloney Securities Asset Management, LLC | 0.02% | Add +0.8% | 20,596 | $180K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 20,591 | $180K |
| Heritage Wealth Management, Inc. | 0.06% | Reduce -15.7% | 20,135 | $176K |
| Diversified Portfolios, Inc. | 0.02% | New | 19,900 | $174K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -19.7% | 19,533 | $171K |
| Venture Visionary Partners LLC | 0.01% | No change | 19,300 | $169K |
| MBL Wealth, LLC | 0.02% | New | 19,150 | $168K |
| Franklin Resources Inc. | 0.00% | No change | 19,133 | $167K |
| Empower Advisory Group, LLC | 0.00% | No change | 19,000 | $166K |
| Retirement Solution LLC | 0.04% | New | 18,693 | $164K |
| First Heartland Consultants, Inc. | 0.01% | No change | 18,251 | $160K |
| Fortress Private Ledger, LLC | 0.07% | Reduce -19.4% | 18,215 | $159K |
| Ashton Thomas Securities, LLC | 0.04% | Add +1.8% | 18,081 | $158K |
| Bank of Stockton | 0.05% | No change | 18,000 | $158K |
| Meridian Wealth Advisors, LLC | 0.02% | No change | 17,936 | $157K |
| KPP Advisory Services LLC | 0.03% | No change | 17,710 | $155K |
| Matrix Private Capital Group LLC | 0.09% | Reduce -25.7% | 17,369 | $152K |
| WealthBridge Capital Management, LLC | 0.04% | No change | 17,257 | $151K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -5.0% | 17,256 | $151K |
| Sax Wealth Advisors, LLC | 0.01% | Add +54.8% | 17,242 | $151K |
| Strait & Sound Wealth Management LLC | 0.06% | No change | 17,200 | $151K |
| Bank of New York Mellon Corp | 0.00% | No change | 17,002 | $149K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 16,880 | $148K |
| Parisi Gray Wealth Management | 0.04% | No change | 15,962 | $140K |
| Waverly Advisors, LLC | 0.00% | Reduce -3.1% | 15,811 | $138K |
| NFSG Corp | 0.02% | New | 15,708 | $137K |
| Capital CS Group, LLC | 0.22% | Add +1.1% | 15,399 | $135K |
| Fiduciary Trust Co | 0.00% | No change | 15,377 | $135K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 15,230 | $133K |
| Virtu Financial LLC | 0.01% | New | 15,031 | $132K |
| Summit Investment Advisory Services, LLC | 0.06% | Add +2.4% | 14,945 | $131K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 14,895 | $130K |
| Van Hulzen Asset Management, LLC | 0.01% | No change | 14,350 | $126K |
| Catalina Capital Group, LLC | 0.08% | Reduce -0.2% | 13,971 | $122K |
| VSM Wealth Advisory, LLC | 0.04% | Add +1.5% | 13,408 | $117K |
| Lido Advisors, LLC | 0.00% | New | 13,209 | $116K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | New | 13,126 | $115K |
| Harbour Investments, Inc. | 0.00% | Add +28.6% | 12,800 | $112K |
| SK Wealth Management, LLC | 0.05% | Add +2.4% | 12,504 | $111K |
| Waterfront Wealth Inc. | 0.02% | Add +0.1% | 12,569 | $110K |
| Traphagen Investment Advisors LLC | 0.01% | Add +0.5% | 12,315 | $108K |
| Prospera Financial Services Inc | 0.00% | Reduce -29.1% | 12,173 | $107K |
| Modern Wealth Management, LLC | 0.00% | No change | 12,082 | $106K |
| Gateway Wealth Partners, LLC | 0.02% | No change | 11,935 | $104K |
| Sonora Investment Management Group, LLC | 0.01% | No change | 11,710 | $102K |
| Welch & Forbes LLC | 0.00% | No change | 11,500 | $101K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 11,500 | $101K |
| Blue Chip Partners, LLC | 0.01% | No change | 11,486 | $101K |
| Perennial Investment Advisors, LLC | 0.01% | No change | 11,384 | $100K |
| Investment Partners Asset Management, Inc. | 0.07% | Reduce -8.2% | 11,184 | $98K |
| Wealth Alliance, LLC | 0.01% | Reduce -4.5% | 11,069 | $97K |
| Main Street Financial Solutions, LLC | 0.01% | Add +2.4% | 10,966 | $96K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | No change | 10,896 | $95K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 10,771 | $94K |
| Colonial Trust Advisors | 0.01% | New | 10,685 | $93K |
| Princeton Global Asset Management LLC | 0.02% | No change | 10,526 | $92K |
| Impact Partnership Wealth, LLC | 0.02% | New | 10,125 | $89K |
| MPWM Advisory Solutions, LLC | 0.06% | No change | 10,000 | $88K |
| Blue Trust, Inc. | 0.00% | No change | 10,000 | $88K |
| Parallel Advisors, LLC | 0.00% | Add +68.2% | 9,819 | $86K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -2.0% | 9,700 | $85K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -31.3% | 9,218 | $81K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 9,000 | $79K |
| Citigroup Inc. | 0.00% | Add +0.7% | 8,855 | $77K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.2% | 8,715 | $76K |
| PFS Partners, LLC | 0.04% | Add +2.4% | 8,613 | $75K |
| Activest Wealth Management | 0.02% | No change | 8,158 | $71K |
| Lanark Financial, Inc. | 0.01% | Add +0.3% | 7,998 | $69K |
| Gen-Wealth Partners Inc | 0.03% | No change | 7,800 | $68K |
| Spire Wealth Management | 0.00% | Reduce -18.8% | 6,992 | $61K |
| Caldwell Trust Co | 0.01% | No change | 6,749 | $59K |
| WFA of San Diego, LLC | 0.04% | — | 6,650 | $58K |
| Optimum Investment Advisors | 0.02% | No change | 6,552 | $57K |
| Atlantic Union Bankshares Corp | 0.00% | New | 6,500 | $57K |
| Millstone Evans Group, LLC | 0.04% | No change | 6,390 | $56K |
| North Star Investment Management Corp. | 0.00% | Add +2.4% | 6,187 | $54K |
| Cypress Capital Management LLC (WY) | 0.05% | No change | 5,000 | $44K |
| BankPlus Trust Department | 0.01% | No change | 5,000 | $44K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $44K |
| HHM Wealth Advisors, LLC | 0.01% | Add +2.1% | 4,932 | $43K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 4,623 | $40K |
| Bogart Wealth, LLC | 0.00% | Add +14.8% | 4,538 | $40K |
| Barrett & Company, Inc. | 0.01% | No change | 4,350 | $38K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +2.4% | 3,990 | $35K |
| Hughes Financial Services, LLC | 0.01% | No change | 3,630 | $32K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 3,350 | $29K |
| Eastern Bank | 0.00% | No change | 3,206 | $28K |
| MAI Capital Management | 0.00% | No change | 3,146 | $28K |
| IFP Advisors, Inc | 0.00% | Add +74.8% | 2,971 | $26K |
| Bokf, NA | 0.00% | Reduce -58.0% | 2,900 | $25K |
| Financial Management Professionals, Inc. | 0.00% | No change | 2,828 | $25K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 3,000 | $24K |
| LRI Investments, LLC | 0.00% | No change | 2,734 | $24K |
| Cornerstone Planning Group LLC | 0.00% | Add +3.1% | 2,669 | $23K |
| American Capital Advisory, LLC | 0.01% | No change | 2,650 | $23K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 2,648 | $23K |
| Private Trust Co. NA | 0.00% | No change | 2,500 | $22K |
| US Bancorp \de | 0.00% | No change | 2,461 | $22K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.9% | 2,353 | $21K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 2,333 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,253 | $20K |
| Global Retirement Partners, LLC | 0.00% | — | 1,875 | $16K |
| TD Capital Management LLC | 0.00% | No change | 1,799 | $16K |
| WPG Advisers, LLC | 0.01% | No change | 1,650 | $14K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,605 | $14K |
| FMR LLC | 0.00% | No change | 1,583 | $14K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 1,500 | $13K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,465 | $13K |
| GAMMA Investing LLC | 0.00% | Reduce -7.0% | 1,265 | $11K |
| Vision Financial Markets LLC | 0.01% | Add +2.4% | 1,060 | $9K |
| Webster Bank, N. A. | 0.00% | No change | 1,000 | $9K |
| Avion Wealth | 0.00% | No change | 1,000 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 900 | $8K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 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% | Reduce -1.6% | 429 | $4K |
| ORG Partners LLC | 0.00% | No change | 390 | $3K |
| Key Financial Inc | 0.00% | No change | 349 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 334 | $3K |
| Brooklyn Investment Group | 0.00% | New | 334 | $3K |
| Beacon Capital Management, LLC | 0.00% | Add +2.4% | 305 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 296 | $3K |
| Trust Co. of Toledo NA | 0.00% | New | 250 | $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 | $873 |
| Assetmark, Inc. | 0.00% | Reduce -57.5% | 91 | $796 |
| Montag & Caldwell, LLC | 0.00% | No change | 55 | $481 |
"% 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.