Eaton Vance Tax-Managed GlobXEXGX
13F holders, Q1 2026 (March 31)296holders +8
31new positions
21sold out
2famous investors
$8.68avg. 13F price*
At the end of Q1 2026, 296 institutions reported holding Eaton Vance Tax-Managed Glob (XEXGX) in their 13F filings, up 8 from Q4 2025. 31 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($203.4M), LPL Financial LLC ($32.8M) and Invesco Ltd. ($32.3M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eaton Vance Tax-Managed Glob
- CUSIP
- 27829F108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $7.5M |
| Exits | 21 | $11.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,418,671 shares bought and 3,162,383 shares sold, net −743,712 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 296 holders
| Morgan Stanley | 0.01% | Reduce -3.0% | 23,488,552 | $203.4M |
| LPL Financial LLC | 0.01% | Add +0.6% | 3,787,391 | $32.8M |
| Invesco Ltd. | 0.00% | Add +0.6% | 3,727,445 | $32.3M |
| Bank of America Corp. | 0.00% | Add +0.4% | 2,687,106 | $23.3M |
| Raymond James Financial Inc. | 0.01% | Add +5.4% | 2,221,377 | $19.2M |
| Wells Fargo & Company | 0.00% | Add +12.1% | 1,409,083 | $12.2M |
| Janney Montgomery Scott LLC | 0.03% | Add +4.3% | 1,400,409 | $12.1M |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 1,380,926 | $12.0M |
| Advisors Asset Management, Inc. | 0.19% | Add +4.4% | 1,328,786 | $11.5M |
| Guggenheim Capital LLC | 0.09% | Reduce -5.0% | 1,231,413 | $10.7M |
| Stifel Financial Corp. | 0.01% | Add +16.0% | 1,197,735 | $10.4M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -1.6% | 1,187,151 | $10.3M |
| Karpus Management, Inc. | 0.32% | Reduce -19.7% | 1,178,492 | $10.2M |
| Cohen & Steers, Inc. | 0.02% | Add +8.8% | 1,049,977 | $9.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.6% | 962,825 | $8.3M |
| Formidable Asset Management, LLC | 1.24% | Reduce -8.0% | 843,399 | $8.0M |
| HighTower Advisors, LLC | 0.01% | Add +3.2% | 860,149 | $7.4M |
| Prosperity Consulting Group, LLC | 0.29% | Add +1.8% | 741,744 | $6.4M |
| UBS Group AG | 0.00% | Add +1.9% | 716,046 | $6.2M |
| Snowden Capital Advisors LLC | 0.15% | Reduce -0.9% | 657,084 | $5.7M |
| Focused Wealth Management, Inc | 0.54% | Reduce -1.5% | 598,534 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +24.9% | 577,753 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +9.5% | 559,068 | $4.8M |
| SAM Advisors, LLC | 1.42% | Add +1.8% | 522,543 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.0% | 499,489 | $4.3M |
| Cetera Investment Advisers | 0.00% | Reduce -1.0% | 456,013 | $3.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.9% | 433,910 | $3.8M |
| CoreCap Advisors, LLC | 0.12% | Add +0.9% | 414,184 | $3.6M |
| KMG Fiduciary Partners, LLC | 0.23% | Add +1.0% | 364,289 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -49.3% | 355,091 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.1% | 304,861 | $2.6M |
| Cerity Partners LLC | 0.00% | Reduce -0.1% | 291,998 | $2.5M |
| Fund Advisors of America Inc | 2.17% | Add +3.8% | 246,874 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +2.4% | 212,804 | $2.1M |
| Marks Group Wealth Management, Inc | 0.18% | Reduce -4.8% | 219,290 | $1.9M |
| Clearstead Advisors, LLC | 0.02% | New | 215,812 | $1.9M |
| Shaker Financial Services, LLC | 0.63% | Reduce -21.6% | 207,960 | $1.8M |
| &partners | 0.01% | Add +14.6% | 205,873 | $1.8M |
| Wolverine Asset Management LLC | 0.09% | New | 190,837 | $1.7M |
| Blair William & Co. | 0.00% | Reduce -0.5% | 175,228 | $1.5M |
| Pointe Capital Management LLC | 0.72% | Add +15.6% | 168,107 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.9% | 165,005 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +736.7% | 163,929 | $1.4M |
| Fifth Third Bancorp | 0.00% | Add +18851.4% | 162,603 | $1.4M |
| High Net Worth Advisory Group LLC | 0.31% | No change | 151,790 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.3% | 146,357 | $1.3M |
| Mariner, LLC | 0.00% | Add +1.7% | 146,055 | $1.3M |
| one8zero8, LLC | 0.27% | No change | 139,150 | $1.2M |
| Principal Securities, Inc. | 0.02% | Reduce -6.3% | 137,430 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.0% | 136,924 | $1.2M |
| Avestar Capital, LLC | 0.08% | Reduce -13.2% | 135,200 | $1.2M |
| Allworth Financial LP | 0.00% | Reduce -0.2% | 125,049 | $1.1M |
| S Harris Financial Group, LLC | 0.95% | Add +1.5% | 120,785 | $1.0M |
| Focus Partners Wealth | 0.00% | Reduce -31.5% | 79,950 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +8.5% | 115,061 | $996K |
| Morey & Quinn Wealth Partners, LLC | 0.69% | No change | 111,505 | $966K |
| Northstar Advisory Group, LLC | 0.35% | Reduce -0.9% | 105,086 | $910K |
| Kovack Advisors, Inc. | 0.05% | Add +8.4% | 102,514 | $907K |
| Thrivent Financial for Lutherans | 0.00% | No change | 99,725 | $864K |
| Bearing Point Capital, LLC | 0.13% | Add +1.7% | 95,600 | $828K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.3% | 95,567 | $828K |
| D.A. Davidson & Co. | 0.01% | Add +0.2% | 95,407 | $826K |
| Centaurus Financial, Inc. | 0.04% | Reduce -1.7% | 91,741 | $794K |
| Susquehanna International Group, LLP | 0.00% | New | 90,584 | $784K |
| International Assets Investment Management, LLC | 0.05% | Add +10.7% | 88,517 | $783K |
| Leo Wealth, LLC | 0.06% | No change | 88,886 | $770K |
| Corient Private Wealth LP | 0.00% | Reduce -2.3% | 69,506 | $602K |
| Millennium Management | 0.00% | New | 67,166 | $582K |
| NWF Advisory Services Inc. | 0.06% | Reduce -0.3% | 66,025 | $572K |
| Ameritas Advisory Services, LLC | 0.02% | No change | 64,761 | $561K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.5% | 64,204 | $556K |
| Diligent Investors, LLC | 0.13% | Add +1.0% | 62,244 | $539K |
| David J Yvars Group | 0.30% | Add +0.6% | 62,931 | $533K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.3% | 59,789 | $518K |
| Creative Planning | 0.00% | Add +1.6% | 57,632 | $499K |
| PFG Investments, LLC | 0.02% | Reduce -7.3% | 55,115 | $477K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.8% | 53,019 | $469K |
| Commons Capital, LLC | 0.39% | Add +73.3% | 53,537 | $464K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.0% | 52,993 | $459K |
| Summit Financial, LLC | 0.01% | Reduce -1.4% | 52,897 | $458K |
| Captrust Financial Advisors | 0.00% | Add +21.4% | 52,755 | $457K |
| Investmark Advisory Group LLC | 0.20% | Add +5.1% | 52,737 | $457K |
| JGP Wealth Management, LLC | 0.05% | No change | 52,500 | $455K |
| Dakota Wealth Management | 0.01% | Reduce -3.6% | 52,160 | $452K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.6% | 51,482 | $446K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.8% | 51,093 | $442K |
| Readystate Asset Management LP | 0.05% | New | 50,746 | $439K |
| Logan Stone Capital, LLC | 0.12% | New | 48,329 | $419K |
| Wealth Effects LLC | 0.15% | Reduce -0.2% | 47,972 | $415K |
| Compound Planning, Inc. | 0.01% | No change | 46,361 | $401K |
| Commerce Bank | 0.00% | Add +38.1% | 46,301 | $401K |
| MML Investors Services, LLC | 0.00% | Reduce -1.4% | 43,194 | $374K |
| Jane Street Group, LLC | 0.00% | Reduce -30.8% | 42,576 | $369K |
| Sound Income Strategies, LLC | 0.02% | No change | 41,604 | $368K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.6% | 40,763 | $360K |
| Sunpointe, LLC | 0.11% | Add +3.0% | 40,450 | $350K |
| Post Resch Tallon Group Inc. | 0.28% | Add +0.6% | 39,372 | $346K |
| Harbour Investments, Inc. | 0.01% | Add +95.2% | 39,396 | $341K |
| Pathstone Holdings, LLC | 0.00% | No change | 37,825 | $328K |
| Semus Wealth Partners LLC | 0.18% | Add +2.1% | 36,941 | $320K |
"% 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.