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

0100200300 Q1 2024: 240Q1 2024Q2 2024: 250Q2 2024Q3 2024: 257Q3 2024Q4 2024: 276Q4 2024Q1 2025: 258Q1 2025Q2 2025: 274Q2 2025Q3 2025: 266Q3 2025Q4 2025: 288Q4 2025Q1 2026: 296Q1 2026Q2 2026: 297Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions23$2.2M
Exits26$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
Post Resch Tallon Group Inc. 0.30% Reduce -6.8% 37,174 $338K
Cranbrook Wealth Management, LLC 0.07% No change 36,924 $336K
Mill Creek Capital Advisors, LLC 0.01% No change 35,659 $324K
Semus Wealth Partners LLC 0.18% Add +2.2% 35,413 $322K
Stockman Wealth Management, Inc. 0.04% Reduce -0.4% 34,529 $314K
PMG Family Office LLC 0.35% — 34,486 $314K
Commerce Bank 0.00% No change 33,531 $305K
MKT Advisors LLC 0.11% Reduce -0.2% 33,136 $304K
Brown Advisory Inc. 0.00% Add +13.5% 33,234 $302K
Benjamin Edwards Inc. 0.00% Reduce -0.9% 32,550 $296K
Amplius Wealth Advisors, LLC 0.02% No change 31,500 $287K
Focus Financial Network, Inc. 0.01% Add +6.8% 31,371 $285K
Garden State Investment Advisory Services LLC 0.07% Reduce -1.7% 31,120 $283K
Diligent Investors, LLC 0.07% Add +2.0% 31,044 $282K
Silverlake Wealth Management LLC 0.07% No change 29,629 $270K
Private Advisor Group, LLC 0.00% Add +0.0% 28,673 $261K
First Heartland Consultants, Inc. 0.02% Add +55.8% 28,431 $259K
CreativeOne Wealth, LLC 0.01% Reduce -14.1% 28,000 $255K
Stonebridge Financial Planning Group, LLC 0.10% Add +0.2% 27,946 $254K
Commons Capital, LLC 0.17% Add +21.8% 27,743 $252K
Natixis Advisors, LLC 0.00% Reduce -1.1% 27,684 $252K
Sage Capital Management, LLC 0.11% No change 27,431 $250K
Mission Wealth Management, LP 0.01% No change 27,214 $248K
Mendel Capital Management LLC 0.13% No change 26,700 $243K
Apollon Wealth Management, LLC 0.00% Add +1.2% 26,258 $239K
HORAN Wealth, LLC 0.04% New 25,957 $236K
Money Concepts Capital Corp. 0.01% No change 25,029 $228K
Stratos Wealth Partners, LTD. 0.00% Add +13.8% 24,808 $226K
Successful Portfolios LLC 0.13% No change 24,794 $226K
SeaCrest Wealth Management, LLC 0.02% Reduce -1.5% 24,366 $225K
Stratos Wealth Advisors, LLC 0.01% No change 24,024 $219K
HBK Sorce Advisory LLC 0.01% Reduce -16.1% 23,729 $216K
Moors & Cabot, Inc. 0.01% Add +5.1% 22,240 $202K
Flagship Harbor Advisors, LLC 0.01% No change 21,547 $196K
Kestra Private Wealth Services, LLC 0.00% Reduce -0.6% 21,144 $192K
Moloney Securities Asset Management, LLC 0.02% Add +0.8% 20,764 $189K
Heritage Wealth Management, Inc. 0.05% No change 20,135 $183K
Mercer Global Advisors Inc. 0.00% Add +3.0% 20,125 $183K
Diversified Portfolios, Inc. 0.02% No change 19,900 $181K
Venture Visionary Partners LLC 0.01% No change 19,300 $176K
MBL Wealth, LLC 0.02% No change 19,150 $174K
Franklin Resources Inc. 0.00% No change 19,133 $174K
Empower Advisory Group, LLC 0.00% No change 19,000 $173K
OneDigital Investment Advisors LLC 0.00% New 18,812 $171K
Spire Wealth Management 0.01% Add +167.4% 18,696 $170K
Matrix Private Capital Group LLC 0.09% Add +6.3% 18,469 $168K
Insigneo Advisory Services, LLC 0.01% Reduce -10.7% 18,397 $167K
Meridian Wealth Advisors, LLC 0.02% No change 17,936 $163K
KPP Advisory Services LLC 0.02% No change 17,710 $161K
WealthBridge Capital Management, LLC 0.04% No change 17,257 $157K
Sax Wealth Advisors, LLC 0.01% No change 17,242 $157K
Strait & Sound Wealth Management LLC 0.06% No change 17,200 $157K
Gladstone Institutional Advisory LLC 0.01% No change 16,880 $154K
Beacon Investment Advisory Services, Inc. 0.01% Add +10.7% 16,495 $150K
Waverly Advisors, LLC 0.00% No change 15,811 $144K
NFSG Corp 0.02% No change 15,708 $143K
Retirement Solution LLC 0.03% Reduce -17.3% 15,467 $141K
Fiduciary Trust Co 0.00% No change 15,377 $140K
Founders Financial Alliance, LLC 0.03% New 15,372 $140K
Summit Investment Advisory Services, LLC 0.06% Add +2.2% 15,277 $139K
Bank of Stockton 0.04% Reduce -16.7% 15,000 $137K
Herold Advisors, Inc. 0.03% Reduce -67.9% 14,649 $133K
Van Hulzen Asset Management, LLC 0.01% No change 14,350 $131K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Add +8.6% 14,248 $130K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -6.6% 14,230 $129K
Catalina Capital Group, LLC 0.08% No change 13,971 $127K
Sunbelt Securities, Inc. 0.01% Reduce -68.0% 13,663 $124K
VSM Wealth Advisory, LLC 0.04% Add +0.4% 13,464 $123K
Lido Advisors, LLC 0.00% No change 13,209 $120K
Harbour Investments, Inc. 0.00% No change 12,800 $116K
Halbert Hargrove Global Advisors, LLC 0.01% Add +30.9% 12,700 $116K
Cresset Asset Management, LLC 0.00% New 12,570 $114K
Waterfront Wealth Inc. 0.02% Add +0.1% 12,586 $114K
Beacon Pointe Advisors, LLC 0.00% New 12,142 $110K
Modern Wealth Management, LLC 0.00% No change 12,082 $110K
Lanark Financial, Inc. 0.01% Add +49.4% 11,947 $109K
Evoke Wealth, LLC 0.00% New 11,733 $107K
Fortress Private Ledger, LLC 0.04% Reduce -35.7% 11,717 $107K
Sonora Investment Management Group, LLC 0.01% No change 11,710 $107K
Ieq Capital, LLC 0.00% New 11,550 $105K
Insight Advisors, LLC/ PA 0.02% No change 11,500 $105K
Welch & Forbes LLC 0.00% No change 11,500 $105K
Blue Chip Partners, LLC 0.01% No change 11,486 $105K
Investment Partners Asset Management, Inc. 0.07% No change 11,184 $102K
Prospera Financial Services Inc 0.00% Reduce -10.9% 10,840 $99K
Spirepoint Private Client, LLC 0.01% New 10,683 $97K
Princeton Global Asset Management LLC 0.02% No change 10,526 $96K
Wealth Alliance, LLC 0.01% Reduce -5.6% 10,451 $95K
RFG Advisory, LLC 0.00% New 10,401 $95K
Impact Partnership Wealth, LLC 0.01% Add +2.2% 10,350 $94K
Gateway Wealth Partners, LLC 0.01% Reduce -13.9% 10,275 $94K
DAVENPORT & Co LLC 0.00% New 10,004 $91K
Blue Trust, Inc. 0.00% No change 10,000 $91K
Parallel Advisors, LLC 0.00% Add +0.8% 9,894 $90K
Plante Moran Financial Advisors, LLC 0.01% No change 9,218 $84K
Wilmington Savings Fund Society, FSB 0.00% No change 9,000 $82K
Citigroup Inc. 0.00% Add +1.4% 8,982 $82K
CIBC Private Wealth Group LLC 0.00% Add +1.2% 8,818 $80K
PFS Partners, LLC 0.04% Add +2.2% 8,805 $80K
Colonial Trust Advisors 0.01% Reduce -18.1% 8,750 $80K
Activest Wealth Management 0.01% No change 8,158 $74K
Gen-Wealth Partners Inc 0.02% No change 7,800 $71K
Caldwell Trust Co 0.01% No change 6,749 $61K
WFA of San Diego, LLC 0.04% No change 6,650 $61K
Optimum Investment Advisors 0.02% No change 6,552 $60K
Atlantic Union Bankshares Corp 0.00% No change 6,500 $59K
Millstone Evans Group, LLC 0.04% No change 6,390 $58K
City Holding Co. 0.01% New 6,000 $55K
North Star Investment Management Corp. 0.00% Reduce -14.6% 5,286 $48K
SOA Wealth Advisors, LLC. 0.01% Add +31.7% 5,254 $48K
Cypress Capital Management LLC (WY) 0.05% No change 5,000 $46K
BankPlus Trust Department 0.01% No change 5,000 $46K
Bartlett & Co. Wealth Management LLC 0.00% No change 5,000 $46K
Pinnacle Bancorp, Inc. 0.01% No change 4,623 $42K
Bogart Wealth, LLC 0.00% No change 4,538 $41K
HHM Wealth Advisors, LLC 0.00% Reduce -8.1% 4,531 $41K
Barrett & Company, Inc. 0.01% No change 4,350 $40K
Advisory Services Network, LLC 0.00% New 3,859 $35K
Hughes Financial Services, LLC 0.01% No change 3,630 $34K
Geneos Wealth Management Inc. 0.00% Add +53.9% 3,622 $33K
Harbor Investment Advisory, LLC 0.00% No change 3,350 $30K
Eastern Bank 0.00% No change 3,206 $29K
Bokf, NA 0.00% No change 2,900 $26K
Financial Management Professionals, Inc. 0.00% No change 2,828 $26K
LRI Investments, LLC 0.00% No change 2,734 $25K
Cornerstone Planning Group LLC 0.00% Add +1.5% 2,708 $25K
Wealthspire Advisors, LLC 0.00% New 2,659 $24K
American Capital Advisory, LLC 0.01% No change 2,650 $24K
Vermillion Wealth Management, Inc. 0.01% No change 2,648 $24K
Private Trust Co. NA 0.00% No change 2,500 $23K
US Bancorp \de 0.00% Add +0.4% 2,470 $22K
MAI Capital Management 0.00% Reduce -32.8% 2,115 $19K
CENTRAL TRUST Co 0.00% New 2,000 $18K
EverSource Wealth Advisors, LLC 0.00% Reduce -13.3% 1,953 $18K
Global Retirement Partners, LLC 0.00% No change 1,875 $17K
TD Capital Management LLC 0.00% No change 1,799 $16K
IFP Advisors, Inc 0.00% Reduce -42.8% 1,700 $15K
Legacy Wealth Managment, LLC 0.01% New 1,687 $15K
WPG Advisers, LLC 0.01% No change 1,650 $15K
Salomon & Ludwin, LLC 0.00% No change 1,605 $15K
FMR LLC 0.00% No change 1,583 $14K
Kilter Group LLC 0.01% New 1,530 $14K
Elevation Wealth Partners, LLC 0.00% No change 1,500 $14K
Parkside Financial Bank & Trust 0.00% No change 1,465 $13K
Assetmark, Inc. 0.00% Add +1426.4% 1,389 $13K
Moisand Fitzgerald Tamayo, LLC 0.00% New 1,268 $12K
GAMMA Investing LLC 0.00% No change 1,265 $12K
Vision Financial Markets LLC 0.01% Add +2.2% 1,083 $10K
Avion Wealth 0.00% No change 1,000 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 900 $8K
Wealth Preservation Advisors, LLC 0.00% No change 850 $8K
NBT Bank, N.A. 0.00% Reduce -98.9% 9 $7K
Russell Investments Group, Ltd. 0.00% No change 429 $4K
ORG Partners LLC 0.00% No change 390 $4K
Key Financial Inc 0.00% No change 349 $3K
Financial Consulate, Inc. 0.00% New 300 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 296 $3K
Trust Co. of Toledo NA 0.00% No change 250 $2K
Rossby Financial, LCC 0.00% New 225 $2K
Tidemark, LLC 0.00% No change 200 $2K
JPMorgan Chase & Co. 0.00% No change 159 $1K
Root Financial Partners, LLC 0.00% New 125 $1K
Jones Financial Companies LLLP 0.00% New 114 $1K
Smartleaf Asset Management LLC 0.00% No change 100 $902
Tower Research Capital LLC (TRC) 0.00% New 32 $291
Hantz Financial Services, Inc. 0.00% Reduce -97.0% 10 $0

"% 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.