Eaton Vance Tax-Managed GlobXEXGX
13F holders, Q3 2025 (September 30)266holders −8
23new positions
26sold out
$9.09avg. 13F price*
At the end of Q3 2025, 266 institutions reported holding Eaton Vance Tax-Managed Glob (XEXGX) in their 13F filings, down 8 from Q2 2025. 23 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($218.5M), Invesco Ltd. ($36.0M) and LPL Financial LLC ($33.6M).
- Company
- Eaton Vance Tax-Managed Glob
- CUSIP
- 27829F108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $2.2M |
| Exits | 26 | $5.8M |
All 13F filers, Q2 2025 → Q3 2025: 3,477,888 shares bought and 3,704,418 shares sold, net −226,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 266 holders
| Morgan Stanley | 0.01% | Add +2.0% | 24,007,612 | $218.5M |
| Invesco Ltd. | 0.01% | Add +0.9% | 3,954,370 | $36.0M |
| LPL Financial LLC | 0.01% | Add +23.0% | 3,692,158 | $33.6M |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 2,682,823 | $24.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.0% | 2,100,176 | $19.1M |
| Karpus Management, Inc. | 0.44% | Reduce -17.4% | 1,535,438 | $14.0M |
| Wells Fargo & Company | 0.00% | Add +4.3% | 1,405,915 | $12.8M |
| Advisors Asset Management, Inc. | 0.21% | Add +0.9% | 1,368,641 | $12.5M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 1,365,325 | $12.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +107.4% | 1,320,426 | $12.0M |
| Guggenheim Capital LLC | 0.09% | Add +8.0% | 1,302,313 | $11.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -1.0% | 1,261,931 | $11.5M |
| Stifel Financial Corp. | 0.01% | Reduce -27.1% | 985,658 | $9.0M |
| Ameriprise Financial Inc. | 0.00% | Add +2.5% | 976,540 | $8.9M |
| Cohen & Steers, Inc. | 0.02% | Reduce -5.8% | 964,977 | $8.8M |
| Formidable Asset Management, LLC | 1.35% | Reduce -4.1% | 980,099 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Add +0.4% | 835,031 | $7.6M |
| UBS Group AG | 0.00% | Add +5.7% | 741,596 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -37.7% | 734,998 | $6.7M |
| Penserra Capital Management LLC | 0.08% | Add +20.2% | 728,030 | $6.6M |
| Prosperity Consulting Group, LLC | 0.31% | Add +6.7% | 697,392 | $6.3M |
| Snowden Capital Advisors LLC | 0.17% | Add +0.0% | 662,923 | $6.0M |
| Focused Wealth Management, Inc | 0.54% | Add +0.3% | 550,720 | $5.0M |
| SAM Advisors, LLC | 1.51% | Add +1.2% | 513,521 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +4.7% | 519,566 | $4.7M |
| NewEdge Advisors, LLC | 0.02% | Add +294.4% | 412,275 | $3.8M |
| CoreCap Advisors, LLC | 0.14% | Reduce -1.9% | 409,153 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.4% | 394,280 | $3.6M |
| Cetera Investment Advisers | 0.00% | Add +102.2% | 389,667 | $3.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +31.7% | 332,079 | $3.0M |
| Polar Asset Management Partners Inc. | 0.08% | Add +2.2% | 310,236 | $2.8M |
| KMG Fiduciary Partners, LLC | 0.18% | Add +0.7% | 294,238 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.8% | 290,724 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 287,711 | $2.6M |
| Cerity Partners LLC | 0.00% | No change | 280,010 | $2.5M |
| 1607 Capital Partners, LLC | 0.17% | Reduce -81.8% | 254,506 | $2.3M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.8% | 233,690 | $2.1M |
| Marks Group Wealth Management, Inc | 0.19% | No change | 230,456 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +4.3% | 199,219 | $1.8M |
| Avestar Capital, LLC | 0.13% | Add +2.9% | 195,200 | $1.8M |
| Blair William & Co. | 0.00% | Reduce -8.6% | 179,975 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.9% | 178,771 | $1.6M |
| Comerica Bank | 0.01% | Add +2.1% | 164,356 | $1.5M |
| High Net Worth Advisory Group LLC | 0.36% | Add +8.7% | 162,839 | $1.5M |
| Pointe Capital Management LLC | 0.71% | No change | 159,532 | $1.5M |
| Principal Securities, Inc. | 0.02% | Add +7.2% | 153,160 | $1.4M |
| Mariner, LLC | 0.00% | Add +13.0% | 142,773 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +16.4% | 138,190 | $1.3M |
| one8zero8, LLC | 0.27% | Add +17.1% | 138,150 | $1.3M |
| Oppenheimer & Co. Inc. | 0.01% | Add +31.7% | 130,408 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.8% | 129,870 | $1.2M |
| Allworth Financial LP | 0.00% | Add +0.0% | 118,284 | $1.1M |
| Clarius Group, LLC | 0.06% | No change | 107,906 | $982K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.4% | 106,723 | $971K |
| Morey & Quinn Wealth Partners, LLC | 0.70% | No change | 104,187 | $948K |
| Northstar Advisory Group, LLC | 0.38% | Reduce -0.5% | 101,657 | $925K |
| Thrivent Financial for Lutherans | 0.00% | No change | 99,725 | $908K |
| Focus Partners Wealth | 0.00% | Add +43.8% | 98,344 | $898K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -55.5% | 96,595 | $879K |
| Bearing Point Capital, LLC | 0.15% | Add +9.3% | 94,000 | $855K |
| Centaurus Financial, Inc. | 0.04% | Reduce -0.1% | 91,685 | $834K |
| D.A. Davidson & Co. | 0.01% | Add +1.0% | 90,459 | $823K |
| Leo Wealth, LLC | 0.10% | No change | 88,886 | $809K |
| StoneX Group Inc. | 0.03% | New | 86,178 | $784K |
| NWF Advisory Services Inc. | 0.08% | Add +1.2% | 81,625 | $743K |
| Winebrenner Capital Management LLC | 0.52% | No change | 80,000 | $728K |
| &partners | 0.00% | Add +1.6% | 76,669 | $698K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -14.1% | 76,593 | $697K |
| International Assets Investment Management, LLC | 0.05% | Add +1.4% | 72,954 | $641K |
| Ameritas Advisory Services, LLC | 0.04% | Add +44.1% | 69,890 | $636K |
| Shaker Financial Services, LLC | 0.22% | Add +65.3% | 69,139 | $629K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.8% | 66,839 | $608K |
| MML Investors Services, LLC | 0.00% | Add +2.4% | 65,612 | $597K |
| Corient Private Wealth LP | 0.00% | Add +1.6% | 65,122 | $593K |
| IFC Advisors LLC | 0.11% | Reduce -4.4% | 63,636 | $579K |
| Merit Financial Group, LLC | 0.01% | Reduce -7.5% | 59,890 | $545K |
| Summit Financial, LLC | 0.01% | No change | 57,122 | $520K |
| MGB Wealth Management, LLC | 0.14% | No change | 55,968 | $509K |
| David J Yvars Group | 0.27% | Reduce -0.3% | 55,312 | $501K |
| Dakota Wealth Management | 0.01% | Reduce -9.1% | 54,085 | $492K |
| Kovack Advisors, Inc. | 0.05% | Add +2.1% | 54,047 | $492K |
| PFG Investments, LLC | 0.03% | Add +29.1% | 53,811 | $490K |
| Independent Financial Group, LLC | 0.01% | Reduce -5.4% | 53,562 | $487K |
| Wealth Effects LLC | 0.15% | No change | 51,567 | $469K |
| Investmark Advisory Group LLC | 0.20% | Add +2.5% | 49,525 | $451K |
| Farther Finance Advisors, LLC | 0.01% | Add +7.2% | 49,422 | $450K |
| Wedbush Securities Inc. | 0.01% | Add +5.0% | 48,395 | $440K |
| Integrated Capital Management, Inc. | 0.30% | Add +3.8% | 47,930 | $436K |
| Avory & Company, LLC | 0.26% | No change | 47,060 | $428K |
| Arkadios Wealth Advisors | 0.01% | No change | 47,060 | $428K |
| Compound Planning, Inc. | 0.01% | No change | 46,361 | $422K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -28.3% | 45,274 | $416K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 44,500 | $405K |
| Jane Street Group, LLC | 0.00% | Reduce -66.0% | 44,047 | $401K |
| Captrust Financial Advisors | 0.00% | Add +13.2% | 43,457 | $395K |
| Saxon Interests, Inc. | 0.15% | Reduce -4.3% | 41,998 | $375K |
| Creative Planning | 0.00% | Add +7.3% | 40,764 | $371K |
| Sunpointe, LLC | 0.13% | Reduce -0.1% | 38,614 | $351K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -9.4% | 38,257 | $348K |
| Pathstone Holdings, LLC | 0.00% | No change | 37,500 | $341K |
"% 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.