Eaton Vance Tax-Managed GlobXEXGX
13F holders, Q4 2025 (December 31)288holders +22
30new positions
22sold out
$9.52avg. 13F price*
At the end of Q4 2025, 288 institutions reported holding Eaton Vance Tax-Managed Glob (XEXGX) in their 13F filings, up 22 from Q3 2025. 30 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($230.6M), LPL Financial LLC ($35.9M) and Invesco Ltd. ($35.3M).
- Company
- Eaton Vance Tax-Managed Glob
- CUSIP
- 27829F108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $3.8M |
| Exits | 22 | $6.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,919,480 shares bought and 2,310,086 shares sold, net −390,606 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 288 holders
| Morgan Stanley | 0.01% | Add +0.8% | 24,202,274 | $230.6M |
| LPL Financial LLC | 0.01% | Add +2.0% | 3,765,738 | $35.9M |
| Invesco Ltd. | 0.00% | Reduce -6.3% | 3,704,086 | $35.3M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 2,675,253 | $25.5M |
| Raymond James Financial Inc. | 0.01% | Add +0.3% | 2,106,875 | $20.1M |
| Karpus Management, Inc. | 0.43% | Reduce -4.4% | 1,467,837 | $14.0M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 1,399,404 | $13.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +1.7% | 1,343,304 | $12.8M |
| Guggenheim Capital LLC | 0.09% | Reduce -0.5% | 1,295,890 | $12.3M |
| Advisors Asset Management, Inc. | 0.20% | Reduce -7.0% | 1,272,644 | $12.1M |
| Wells Fargo & Company | 0.00% | Reduce -10.6% | 1,256,736 | $12.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -4.4% | 1,206,604 | $11.5M |
| Stifel Financial Corp. | 0.01% | Add +4.8% | 1,032,558 | $9.8M |
| Ameriprise Financial Inc. | 0.00% | Add +1.3% | 988,803 | $9.4M |
| Cohen & Steers, Inc. | 0.02% | No change | 964,977 | $9.2M |
| Formidable Asset Management, LLC | 1.22% | Reduce -6.5% | 916,333 | $8.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.2% | 833,136 | $7.9M |
| Penserra Capital Management LLC | 0.09% | Add +10.2% | 802,308 | $7.6M |
| Prosperity Consulting Group, LLC | 0.31% | Add +4.5% | 728,693 | $6.9M |
| UBS Group AG | 0.00% | Reduce -5.2% | 702,936 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.7% | 700,350 | $6.7M |
| Snowden Capital Advisors LLC | 0.16% | Reduce 0.0% | 662,922 | $6.3M |
| Focused Wealth Management, Inc | 0.61% | Add +10.3% | 607,374 | $5.8M |
| SAM Advisors, LLC | 1.55% | Reduce -0.0% | 513,474 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.7% | 510,639 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +19.5% | 471,129 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +39.3% | 462,619 | $4.4M |
| Cetera Investment Advisers | 0.00% | Add +18.2% | 460,671 | $4.4M |
| NewEdge Advisors, LLC | 0.02% | Add +7.3% | 442,419 | $4.2M |
| CoreCap Advisors, LLC | 0.14% | Add +0.3% | 410,529 | $3.9M |
| KMG Fiduciary Partners, LLC | 0.24% | Add +22.5% | 360,568 | $3.4M |
| Cerity Partners LLC | 0.00% | Add +4.4% | 292,254 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.2% | 290,178 | $2.8M |
| Shaker Financial Services, LLC | 0.80% | Add +283.5% | 265,118 | $2.5M |
| Fund Advisors of America Inc | 2.08% | — | 237,955 | $2.3M |
| Marks Group Wealth Management, Inc | 0.21% | No change | 230,456 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +4.3% | 207,776 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.0% | 189,555 | $1.8M |
| &partners | 0.01% | Add +134.4% | 179,722 | $1.7M |
| Blair William & Co. | 0.00% | Reduce -2.1% | 176,178 | $1.7M |
| Comerica Bank | 0.01% | Reduce -2.1% | 160,890 | $1.5M |
| Avestar Capital, LLC | 0.10% | Reduce -20.2% | 155,700 | $1.5M |
| High Net Worth Advisory Group LLC | 0.33% | Reduce -6.8% | 151,790 | $1.4M |
| Principal Securities, Inc. | 0.02% | Reduce -4.3% | 146,641 | $1.4M |
| Pointe Capital Management LLC | 0.69% | Reduce -8.8% | 145,488 | $1.4M |
| Mariner, LLC | 0.00% | Add +0.6% | 143,663 | $1.4M |
| one8zero8, LLC | 0.29% | Add +0.7% | 139,150 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.1% | 138,291 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.1% | 132,641 | $1.3M |
| 1607 Capital Partners, LLC | 0.08% | Reduce -49.0% | 129,714 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -3.7% | 125,596 | $1.2M |
| Allworth Financial LP | 0.00% | Add +5.9% | 125,244 | $1.2M |
| S Harris Financial Group, LLC | 1.09% | — | 118,953 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +18.6% | 116,685 | $1.1M |
| Morey & Quinn Wealth Partners, LLC | 0.76% | Add +7.0% | 111,505 | $1.1M |
| Clarius Group, LLC | 0.06% | No change | 107,906 | $1.0M |
| Northstar Advisory Group, LLC | 0.36% | Add +4.3% | 106,042 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.8% | 106,036 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.5% | 100,882 | $961K |
| Thrivent Financial for Lutherans | 0.00% | No change | 99,725 | $950K |
| D.A. Davidson & Co. | 0.01% | Add +5.3% | 95,226 | $908K |
| Kovack Advisors, Inc. | 0.04% | Add +74.9% | 94,528 | $901K |
| Bearing Point Capital, LLC | 0.14% | No change | 94,000 | $896K |
| Centaurus Financial, Inc. | 0.04% | Add +1.8% | 93,362 | $890K |
| Leo Wealth, LLC | 0.06% | No change | 88,886 | $847K |
| International Assets Investment Management, LLC | 0.05% | Add +9.6% | 79,955 | $762K |
| Corient Private Wealth LP | 0.00% | Add +9.2% | 71,112 | $678K |
| Winebrenner Capital Management LLC | 0.44% | Reduce -12.5% | 70,000 | $667K |
| NWF Advisory Services Inc. | 0.07% | Reduce -18.9% | 66,225 | $631K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -7.3% | 64,761 | $617K |
| Merit Financial Group, LLC | 0.00% | Add +7.8% | 64,544 | $615K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.5% | 63,839 | $608K |
| David J Yvars Group | 0.32% | Add +13.1% | 62,561 | $594K |
| Diligent Investors, LLC | 0.14% | Add +98.5% | 61,636 | $587K |
| Jane Street Group, LLC | 0.00% | Add +39.6% | 61,486 | $586K |
| PFG Investments, LLC | 0.03% | Add +10.5% | 59,482 | $567K |
| Creative Planning | 0.00% | Add +39.2% | 56,753 | $541K |
| MGB Wealth Management, LLC | 0.15% | Reduce -0.3% | 55,822 | $532K |
| Wedbush Securities Inc. | 0.02% | Add +12.7% | 54,552 | $520K |
| Dakota Wealth Management | 0.01% | No change | 54,085 | $515K |
| Independent Financial Group, LLC | 0.01% | Add +0.2% | 53,649 | $511K |
| Summit Financial, LLC | 0.01% | Reduce -6.1% | 53,622 | $511K |
| JGP Wealth Management, LLC | 0.05% | New | 52,500 | $500K |
| IFC Advisors LLC | 0.07% | Reduce -18.3% | 51,967 | $495K |
| Farther Finance Advisors, LLC | 0.01% | Add +4.3% | 51,556 | $491K |
| Investmark Advisory Group LLC | 0.20% | Add +1.3% | 50,164 | $478K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -83.3% | 48,189 | $459K |
| Wealth Effects LLC | 0.14% | Reduce -6.8% | 48,067 | $458K |
| Compound Planning, Inc. | 0.01% | No change | 46,361 | $442K |
| MML Investors Services, LLC | 0.00% | Reduce -33.2% | 43,811 | $418K |
| Captrust Financial Advisors | 0.00% | No change | 43,457 | $414K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.5% | 41,860 | $404K |
| Sound Income Strategies, LLC | 0.02% | New | 41,604 | $398K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -9.1% | 69,625 | $384K |
| Sunpointe, LLC | 0.12% | Add +1.7% | 39,272 | $374K |
| Post Resch Tallon Group Inc. | 0.32% | Add +5.3% | 39,145 | $373K |
| Pathstone Holdings, LLC | 0.00% | Add +0.9% | 37,825 | $360K |
| Cranbrook Wealth Management, LLC | 0.07% | No change | 36,924 | $352K |
| Semus Wealth Partners LLC | 0.19% | Add +2.1% | 36,167 | $345K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 35,659 | $340K |
| Money Concepts Capital Corp. | 0.02% | Add +40.3% | 35,106 | $335K |
| Stockman Wealth Management, Inc. | 0.04% | No change | 34,529 | $329K |
| PMG Family Office LLC | 0.38% | Add +0.0% | 34,491 | $329K |
| Commerce Bank | 0.00% | No change | 33,531 | $320K |
| MKT Advisors LLC | 0.11% | Reduce -0.1% | 33,111 | $317K |
| Moors & Cabot, Inc. | 0.01% | Add +47.2% | 32,741 | $312K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.7% | 32,340 | $308K |
| Focus Financial Network, Inc. | 0.01% | Add +3.0% | 32,321 | $308K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +2.1% | 32,157 | $306K |
| Commons Capital, LLC | 0.21% | Add +11.3% | 30,886 | $294K |
| Closed-End Fund Advisors, Inc. | 0.17% | — | 30,625 | $292K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -2.4% | 30,374 | $289K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 30,255 | $288K |
| Navis Wealth Advisors, LLC | 0.12% | New | 30,100 | $287K |
| Silverlake Wealth Management LLC | 0.06% | No change | 29,629 | $282K |
| Evolve Private Wealth, LLC | 0.02% | — | 29,493 | $281K |
| Advisory Advocates, LLC | 0.27% | — | 28,922 | $276K |
| Private Advisor Group, LLC | 0.00% | Add +0.0% | 28,675 | $273K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.2% | 28,498 | $272K |
| Successful Portfolios LLC | 0.14% | Add +12.1% | 27,794 | $270K |
| Stonebridge Financial Planning Group, LLC | 0.10% | Add +0.2% | 28,009 | $267K |
| Apollon Wealth Management, LLC | 0.00% | Add +6.7% | 28,003 | $267K |
| Sage Capital Management, LLC | 0.12% | No change | 27,431 | $261K |
| Mission Wealth Management, LP | 0.01% | No change | 27,214 | $259K |
| M Holdings Securities, Inc. | 0.02% | New | 27,023 | $258K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -6.3% | 26,250 | $250K |
| HORAN Wealth, LLC | 0.04% | Add +0.6% | 26,122 | $249K |
| Z3 Capital Partners, LLC | 0.06% | — | 25,950 | $247K |
| Natixis Advisors, LLC | 0.00% | Reduce -6.7% | 25,835 | $246K |
| StoneX Group Inc. | 0.01% | Reduce -70.5% | 25,385 | $242K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.4% | 24,448 | $233K |
| HBK Sorce Advisory LLC | 0.01% | No change | 23,729 | $229K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 24,000 | $229K |
| Decision Investments, Inc. | 0.24% | — | 22,720 | $217K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.0% | 21,556 | $205K |
| Beaumont Financial Advisors, LLC | 0.01% | New | 21,260 | $203K |
| EP Wealth Advisors, LLC | 0.00% | — | 21,190 | $202K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -16.4% | 20,366 | $196K |
| Harbour Investments, Inc. | 0.00% | Add +57.6% | 20,178 | $192K |
| Heritage Wealth Management, Inc. | 0.05% | No change | 20,135 | $192K |
| Blue Water Asset Management | 0.07% | — | 20,007 | $191K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -5.8% | 19,924 | $190K |
| Diversified Portfolios, Inc. | 0.02% | No change | 19,900 | $190K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | New | 19,827 | $189K |
| BNB Wealth Management, LLC | 0.12% | — | 19,797 | $189K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.6% | 19,592 | $187K |
| Arlington Capital Management, Inc. | 0.11% | New | 19,398 | $185K |
| Venture Visionary Partners LLC | 0.01% | No change | 19,300 | $184K |
| MBL Wealth, LLC | 0.01% | No change | 19,150 | $183K |
| Franklin Resources Inc. | 0.00% | No change | 19,133 | $182K |
| Spire Wealth Management | 0.01% | Add +2.1% | 19,088 | $182K |
| Empower Advisory Group, LLC | 0.00% | No change | 19,000 | $181K |
| Matrix Private Capital Group LLC | 0.09% | Add +2.7% | 18,969 | $181K |
| Brown Advisory Inc. | 0.00% | Reduce -43.4% | 18,801 | $179K |
| Sax Wealth Advisors, LLC | 0.01% | Add +7.9% | 18,599 | $177K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 18,397 | $175K |
| Main Street Financial Solutions, LLC | 0.01% | New | 18,384 | $175K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +28.8% | 18,357 | $175K |
| Meridian Wealth Advisors, LLC | 0.02% | No change | 17,936 | $171K |
| KPP Advisory Services LLC | 0.02% | No change | 17,710 | $169K |
| Founders Financial Alliance, LLC | 0.03% | Add +14.5% | 17,595 | $168K |
| Harbour Wealth Management Group, Inc. | 0.13% | — | 17,388 | $166K |
| Strait & Sound Wealth Management LLC | 0.06% | No change | 17,200 | $164K |
| McDonald Partners LLC | 0.05% | New | 17,200 | $164K |
| Piedmont Capital Management, LLC | 0.11% | — | 17,054 | $163K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.6% | 16,780 | $160K |
| WealthBridge Capital Management, LLC | 0.04% | Reduce -3.5% | 16,657 | $159K |
| Black Diamond Financial, LLC | 0.02% | New | 16,427 | $157K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -1.2% | 16,295 | $155K |
| Waverly Advisors, LLC | 0.00% | Add +0.9% | 15,961 | $152K |
| Retirement Solution LLC | 0.03% | Add +2.1% | 15,799 | $151K |
| Summit Investment Advisory Services, LLC | 0.06% | Add +2.1% | 15,602 | $149K |
| Fiduciary Trust Co | 0.00% | No change | 15,377 | $147K |
| Cooper/Haims Advisors, LLC | 0.06% | New | 14,746 | $141K |
| Park Avenue Securities LLC | 0.00% | Reduce -93.8% | 14,363 | $137K |
| Van Hulzen Asset Management, LLC | 0.01% | No change | 14,350 | $137K |
| Catalina Capital Group, LLC | 0.08% | Add +0.6% | 14,050 | $134K |
| Charles Schwab Trust Co | 0.01% | New | 13,847 | $132K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.5% | 13,736 | $131K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -3.9% | 13,680 | $130K |
| Herold Advisors, Inc. | 0.03% | Reduce -6.6% | 13,677 | $130K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 13,355 | $127K |
| Waterfront Wealth Inc. | 0.02% | Add +0.1% | 12,602 | $122K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 12,700 | $121K |
| Cresset Asset Management, LLC | 0.00% | Add +0.8% | 12,666 | $121K |
| Lido Advisors, LLC | 0.00% | Reduce -0.0% | 13,208 | $120K |
| Prospera Financial Services Inc | 0.00% | Add +16.2% | 12,597 | $120K |
| Two Sigma Securities, LLC | 0.02% | New | 12,409 | $118K |
| World Investment Advisors | 0.00% | New | 12,197 | $116K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.2% | 12,117 | $115K |
| Modern Wealth Management, LLC | 0.00% | No change | 12,082 | $115K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 12,065 | $115K |
| Lanark Financial, Inc. | 0.01% | Add +0.2% | 11,966 | $114K |
| DAVENPORT & Co LLC | 0.00% | Add +19.2% | 11,925 | $114K |
| Evoke Wealth, LLC | 0.00% | No change | 11,733 | $112K |
| Fortress Private Ledger, LLC | 0.04% | No change | 11,717 | $112K |
| Naviter Wealth, LLC | 0.01% | New | 11,661 | $111K |
| Ieq Capital, LLC | 0.00% | No change | 11,550 | $110K |
| WealthSpring Partners, LLC | 0.11% | — | 11,545 | $110K |
| Welch & Forbes LLC | 0.00% | No change | 11,500 | $110K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 11,500 | $110K |
| Blue Chip Partners, LLC | 0.01% | No change | 11,486 | $109K |
| Investment Partners Asset Management, Inc. | 0.07% | No change | 11,184 | $107K |
| Focused Alpha, LLC | 0.03% | — | 10,874 | $104K |
| AE Wealth Management LLC | 0.00% | New | 10,684 | $102K |
| Spirepoint Private Client, LLC | 0.01% | No change | 10,683 | $102K |
| Wealth Alliance, LLC | 0.01% | Add +2.1% | 10,675 | $102K |
| Impact Partnership Wealth, LLC | 0.01% | Add +2.1% | 10,571 | $101K |
| Princeton Global Asset Management LLC | 0.02% | No change | 10,526 | $100K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | New | 10,279 | $98K |
| Gateway Wealth Partners, LLC | 0.01% | No change | 10,275 | $98K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 10,017 | $95K |
| Blue Trust, Inc. | 0.00% | No change | 10,000 | $95K |
| Parallel Advisors, LLC | 0.00% | Add +0.8% | 9,968 | $95K |
| Citigroup Inc. | 0.00% | Add +3.6% | 9,302 | $89K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 9,218 | $88K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 9,000 | $86K |
| PFS Partners, LLC | 0.04% | Add +2.1% | 8,994 | $86K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.2% | 8,920 | $85K |
| Colonial Trust Advisors | 0.01% | No change | 8,750 | $83K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 8,623 | $82K |
| Activest Wealth Management | 0.01% | No change | 8,158 | $78K |
| Gen-Wealth Partners Inc | 0.02% | No change | 7,800 | $74K |
| Caldwell Trust Co | 0.01% | No change | 6,749 | $64K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 6,500 | $62K |
| Millstone Evans Group, LLC | 0.04% | No change | 6,390 | $61K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.6% | 5,340 | $51K |
| Cypress Capital Management LLC (WY) | 0.05% | No change | 5,000 | $48K |
| BankPlus Trust Department | 0.01% | No change | 5,000 | $48K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $48K |
| HHM Wealth Advisors, LLC | 0.01% | Add +2.1% | 4,628 | $44K |
| Bogart Wealth, LLC | 0.00% | No change | 4,538 | $43K |
| City Holding Co. | 0.00% | Reduce -33.3% | 4,000 | $38K |
| Hughes Financial Services, LLC | 0.01% | No change | 3,630 | $35K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,622 | $35K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 3,350 | $32K |
| Eastern Bank | 0.00% | No change | 3,206 | $31K |
| First Horizon Corp. | 0.00% | New | 2,925 | $28K |
| Bokf, NA | 0.00% | No change | 2,900 | $28K |
| CX Institutional | 0.00% | New | 2,820 | $27K |
| Financial Management Professionals, Inc. | 0.00% | No change | 2,828 | $27K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.1% | 2,765 | $27K |
| Jessup Wealth Management, Inc | 0.01% | New | 2,794 | $27K |
| LRI Investments, LLC | 0.00% | No change | 2,734 | $26K |
| American Capital Advisory, LLC | 0.01% | No change | 2,650 | $25K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 2,648 | $25K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 2,620 | $25K |
| Private Trust Co. NA | 0.00% | No change | 2,500 | $24K |
| US Bancorp \de | 0.00% | No change | 2,470 | $24K |
| Arax Advisory Partners | 0.00% | New | 2,456 | $23K |
| Assetmark, Inc. | 0.00% | Add +61.7% | 2,246 | $21K |
| CENTRAL TRUST Co | 0.00% | No change | 2,000 | $19K |
| Towne Trust Company, N.A | 0.01% | New | 1,998 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,953 | $19K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,875 | $18K |
| TD Capital Management LLC | 0.00% | No change | 1,799 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 1,700 | $16K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 1,687 | $16K |
| MAI Capital Management | 0.00% | Reduce -23.6% | 1,615 | $15K |
| FMR LLC | 0.00% | No change | 1,583 | $15K |
| WPG Advisers, LLC | 0.01% | Reduce -9.1% | 1,500 | $14K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 1,500 | $14K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,465 | $14K |
| GAMMA Investing LLC | 0.00% | No change | 1,265 | $12K |
| Vision Financial Markets LLC | 0.01% | Add +2.1% | 1,106 | $11K |
| Avion Wealth | 0.00% | No change | 1,000 | $9K |
| Cwm, LLC | 0.00% | New | 987 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 900 | $9K |
| Fifth Third Bancorp | 0.00% | New | 858 | $8K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 850 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -81.8% | 841 | $8K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -49.8% | 805 | $8K |
| NBT Bank, N.A. | 0.00% | Add +11.1% | 10 | $8K |
| McGuire Capital Advisors Inc. | 0.00% | — | 680 | $6K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 500 | $5K |
| 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% | No change | 300 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 296 | $3K |
| Trust Co. of Toledo NA | 0.00% | No change | 250 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Add +125.0% | 225 | $2K |
| Tidemark, LLC | 0.00% | No change | 200 | $2K |
| JPMorgan Chase & Co. | 0.00% | No change | 159 | $2K |
| Root Financial Partners, LLC | 0.00% | No change | 125 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 75 | $715 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -59.4% | 13 | $124 |
| TD Private Client Wealth LLC | 0.00% | New | 1 | $8 |
"% 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.