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 |
| Cranbrook Wealth Management, LLC | 0.07% | No change | 36,924 | $320K |
| PMG Family Office LLC | 0.35% | Add +3.6% | 35,734 | $309K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 35,659 | $309K |
| Stockman Wealth Management, Inc. | 0.03% | No change | 34,529 | $299K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +11.9% | 33,851 | $293K |
| Money Concepts Capital Corp. | 0.02% | Reduce -3.9% | 33,726 | $292K |
| Focus Financial Network, Inc. | 0.01% | Add +1.4% | 32,769 | $284K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -74.0% | 32,718 | $283K |
| Amplius Wealth Advisors, LLC | 0.02% | Add +0.0% | 32,171 | $279K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.6% | 32,153 | $278K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +4.1% | 31,613 | $274K |
| Blue Water Asset Management | 0.09% | Add +54.6% | 30,938 | $268K |
| LeClair Wealth Partners LLC | 0.09% | New | 30,938 | $268K |
| Navis Wealth Advisors, LLC | 0.13% | Reduce -0.3% | 30,015 | $260K |
| M Holdings Securities, Inc. | 0.02% | Add +0.6% | 27,182 | $258K |
| Silverlake Wealth Management LLC | 0.05% | No change | 29,629 | $257K |
| MKT Advisors LLC | 0.09% | Reduce -12.4% | 29,011 | $256K |
| Evolve Private Wealth, LLC | 0.01% | No change | 29,493 | $255K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -57.8% | 29,354 | $254K |
| Advisory Advocates, LLC | 0.26% | No change | 28,922 | $250K |
| HORAN Wealth, LLC | 0.02% | No change | 26,122 | $249K |
| Private Advisor Group, LLC | 0.00% | Add +0.0% | 28,678 | $248K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.4% | 28,602 | $248K |
| Apollon Wealth Management, LLC | 0.00% | Add +1.1% | 28,311 | $245K |
| Stonebridge Financial Planning Group, LLC | 0.09% | Add +0.2% | 28,074 | $243K |
| Sage Capital Management, LLC | 0.11% | No change | 27,431 | $238K |
| Mission Wealth Management, LP | 0.00% | No change | 27,214 | $236K |
| Mendel Capital Management LLC | 0.12% | — | 26,700 | $231K |
| McDonald Partners LLC | 0.05% | Add +53.9% | 26,462 | $229K |
| CreativeOne Wealth, LLC | 0.01% | No change | 26,250 | $227K |
| HBK Sorce Advisory LLC | 0.00% | No change | 23,729 | $226K |
| Z3 Capital Partners, LLC | 0.06% | No change | 25,950 | $225K |
| Natixis Advisors, LLC | 0.00% | Reduce -0.0% | 25,829 | $224K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 24,000 | $208K |
| Closed-End Fund Advisors, Inc. | 0.21% | Reduce -21.8% | 23,946 | $207K |
| Moors & Cabot, Inc. | 0.01% | Reduce -26.9% | 23,929 | $207K |
| Successful Portfolios LLC | 0.11% | Reduce -10.8% | 24,794 | $207K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -3.0% | 23,718 | $205K |
| Kingsbury Capital Investment Advisors LLC | 0.18% | — | 22,644 | $196K |
| Main Street Financial Solutions, LLC | 0.01% | Add +22.4% | 22,508 | $195K |
| Marex Group Ltd | 0.00% | New | 22,244 | $193K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +20.4% | 22,102 | $191K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.0% | 21,557 | $187K |
| Beaumont Financial Advisors, LLC | 0.01% | No change | 21,260 | $184K |
| Prospera Financial Services Inc | 0.00% | Add +68.3% | 21,200 | $184K |
| EP Wealth Advisors, LLC | 0.00% | No change | 21,190 | $184K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +5.9% | 21,095 | $183K |
| Gateway Wealth Partners, LLC | 0.01% | Add +100.0% | 20,550 | $178K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 18,599 | $177K |
| Western Wealth Management, LLC | 0.01% | New | 20,260 | $175K |
| Franklin Resources Inc. | 0.00% | Add +5.2% | 20,133 | $174K |
| Arlington Capital Management, Inc. | 0.10% | Add +3.4% | 20,051 | $174K |
| Diversified Portfolios, Inc. | 0.01% | No change | 19,900 | $172K |
| Decision Investments, Inc. | 0.20% | Reduce -12.6% | 19,864 | $172K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | Reduce -0.1% | 19,809 | $172K |
| BNB Wealth Management, LLC | 0.11% | No change | 19,797 | $171K |
| Lanark Financial, Inc. | 0.01% | Add +65.2% | 19,771 | $171K |
| Spire Wealth Management | 0.01% | Add +2.1% | 19,492 | $169K |
| StoneX Group Inc. | 0.01% | Reduce -23.6% | 19,402 | $168K |
| Venture Visionary Partners LLC | 0.01% | No change | 19,300 | $167K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -5.9% | 19,166 | $166K |
| MBL Wealth, LLC | 0.01% | No change | 19,150 | $166K |
| Empower Advisory Group, LLC | 0.00% | No change | 19,000 | $165K |
| Brown Advisory Inc. | 0.00% | No change | 18,801 | $163K |
| Founders Financial Alliance, LLC | 0.03% | Add +4.7% | 18,426 | $160K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +11.8% | 18,220 | $158K |
| Boothbay Fund Management, LLC | 0.00% | New | 18,101 | $157K |
| Meridian Wealth Advisors, LLC | 0.02% | No change | 17,936 | $155K |
| Waverly Advisors, LLC | 0.00% | Add +8.3% | 17,292 | $150K |
| Strait & Sound Wealth Management LLC | 0.06% | No change | 17,200 | $149K |
| Piedmont Capital Management, LLC | 0.10% | No change | 17,054 | $148K |
| Harbour Wealth Management Group, Inc. | 0.11% | Reduce -2.8% | 16,895 | $146K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 16,780 | $145K |
| WealthBridge Capital Management, LLC | 0.03% | No change | 16,657 | $144K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +23.4% | 16,473 | $143K |
| Heritage Wealth Management, Inc. | 0.07% | Reduce -19.1% | 16,291 | $141K |
| Retirement Solution LLC | 0.03% | Add +2.2% | 16,141 | $140K |
| Summit Investment Advisory Services, LLC | 0.05% | Add +2.1% | 15,937 | $138K |
| Baird Financial Group, Inc. | 0.00% | New | 15,926 | $138K |
| KPP Advisory Services LLC | 0.02% | Reduce -11.2% | 15,725 | $136K |
| Fiduciary Trust Co | 0.00% | No change | 15,377 | $133K |
| Two Sigma Securities, LLC | 0.02% | Add +22.2% | 15,160 | $131K |
| Cooper/Haims Advisors, LLC | 0.06% | No change | 14,746 | $128K |
| United Capital Financial Advisors, LLC | 0.00% | New | 14,713 | $127K |
| Citadel Advisors | 0.00% | New | 14,710 | $127K |
| Matrix Private Capital Group LLC | 0.06% | Reduce -23.7% | 14,469 | $125K |
| Black Diamond Financial, LLC | 0.01% | Reduce -12.5% | 14,371 | $124K |
| Van Hulzen Asset Management, LLC | 0.01% | No change | 14,350 | $124K |
| Evoke Wealth, LLC | 0.00% | Add +21.3% | 14,233 | $123K |
| Catalina Capital Group, LLC | 0.07% | No change | 14,050 | $122K |
| VSM Wealth Advisory, LLC | 0.04% | New | 13,997 | $121K |
| Park Avenue Securities LLC | 0.00% | Reduce -2.4% | 14,013 | $121K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.6% | 13,961 | $121K |
| Herold Advisors, Inc. | 0.03% | No change | 13,677 | $118K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +6.3% | 13,500 | $117K |
| Independent Advisor Alliance | 0.00% | New | 13,107 | $114K |
| Assetmark, Inc. | 0.00% | Add +475.5% | 12,925 | $112K |
| Modern Wealth Management, LLC | 0.00% | Add +3.3% | 12,475 | $110K |
| Cresset Asset Management, LLC | 0.00% | Add +0.3% | 12,698 | $110K |
| Investment Management Trust, LLC | 0.11% | — | 12,629 | $109K |
| World Investment Advisors | 0.00% | Add +0.5% | 12,256 | $106K |
| Waterfront Wealth Inc. | 0.02% | Reduce -3.8% | 12,122 | $105K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +0.4% | 12,108 | $105K |
| DAVENPORT & Co LLC | 0.00% | No change | 11,925 | $103K |
| Fortress Private Ledger, LLC | 0.03% | No change | 11,717 | $101K |
| WealthSpring Partners, LLC | 0.09% | No change | 11,545 | $100K |
| Lido Advisors, LLC | 0.00% | Reduce -12.7% | 11,525 | $100K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 11,500 | $100K |
| Welch & Forbes LLC | 0.00% | No change | 11,500 | $100K |
| Blue Chip Partners, LLC | 0.01% | No change | 11,486 | $99K |
| Investment Partners Asset Management, Inc. | 0.06% | No change | 11,184 | $97K |
| Wealth Alliance, LLC | 0.01% | Add +2.2% | 10,906 | $94K |
| Impact Partnership Wealth, LLC | 0.01% | Add +2.7% | 10,860 | $94K |
| Spirepoint Private Client, LLC | 0.01% | No change | 10,683 | $93K |
| Princeton Global Asset Management LLC | 0.01% | No change | 10,526 | $91K |
| Destiny Wealth Partners, LLC | 0.01% | New | 10,493 | $91K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.5% | 10,066 | $87K |
| Blue Trust, Inc. | 0.00% | No change | 10,000 | $87K |
| Citigroup Inc. | 0.00% | Reduce -0.0% | 9,298 | $81K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 9,218 | $80K |
| PFS Partners, LLC | 0.04% | Add +2.2% | 9,188 | $80K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 9,000 | $78K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +1.5% | 8,754 | $76K |
| Colonial Trust Advisors | 0.01% | No change | 8,750 | $76K |
| Activest Wealth Management | 0.01% | No change | 8,158 | $71K |
| Gen-Wealth Partners Inc | 0.02% | No change | 7,800 | $68K |
| Caldwell Trust Co | 0.01% | No change | 6,749 | $58K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 6,500 | $56K |
| Millstone Evans Group, LLC | 0.03% | No change | 6,390 | $55K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.7% | 5,430 | $47K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $47K |
| Cwm, LLC | 0.00% | Add +437.1% | 5,301 | $46K |
| MAI Capital Management | 0.00% | Add +226.0% | 5,265 | $46K |
| Cypress Capital Management LLC (WY) | 0.04% | No change | 5,000 | $43K |
| BankPlus Trust Department | 0.01% | No change | 5,000 | $43K |
| HHM Wealth Advisors, LLC | 0.00% | Add +2.1% | 4,727 | $41K |
| Bogart Wealth, LLC | 0.00% | No change | 4,538 | $39K |
| Barrett & Company, Inc. | 0.01% | New | 4,350 | $38K |
| Parallel Advisors, LLC | 0.00% | Reduce -59.5% | 4,037 | $35K |
| Advisory Services Network, LLC | 0.00% | New | 3,831 | $33K |
| Peterson Wealth Management | 0.02% | New | 3,675 | $32K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,622 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 3,350 | $29K |
| Eastern Bank | 0.00% | No change | 3,206 | $28K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.9% | 2,845 | $27K |
| Bokf, NA | 0.00% | No change | 2,900 | $25K |
| Financial Management Professionals, Inc. | 0.00% | No change | 2,828 | $24K |
| Colonial Trust Co / SC | 0.00% | New | 2,796 | $24K |
| LRI Investments, LLC | 0.00% | No change | 2,734 | $24K |
| American Capital Advisory, LLC | 0.01% | No change | 2,650 | $23K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 2,648 | $23K |
| Bollard Group LLC | 0.00% | New | 2,520 | $22K |
| Private Trust Co. NA | 0.00% | No change | 2,500 | $22K |
| US Bancorp \de | 0.00% | No change | 2,470 | $21K |
| CX Institutional | 0.00% | Reduce -12.8% | 2,460 | $21K |
| Hantz Financial Services, Inc. | 0.00% | New | 2,188 | $19K |
| City Holding Co. | 0.00% | Reduce -50.0% | 2,000 | $17K |
| CENTRAL TRUST Co | 0.00% | No change | 2,000 | $17K |
| Towne Trust Company, N.A | 0.01% | No change | 1,998 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,953 | $17K |
| Hughes Financial Services, LLC | 0.00% | Reduce -48.4% | 1,872 | $16K |
| TD Capital Management LLC | 0.00% | No change | 1,799 | $16K |
| WPG Advisers, LLC | 0.01% | No change | 1,500 | $13K |
| Clark Wealth Partners | 0.01% | New | 1,500 | $13K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 1,500 | $13K |
| FMR LLC | 0.00% | Reduce -6.5% | 1,480 | $13K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,465 | $13K |
| AdvisorNet Financial, Inc | 0.00% | New | 1,329 | $12K |
| Axiom Investment Management LLC | 0.01% | — | 1,275 | $11K |
| Vision Financial Markets LLC | 0.01% | Add +2.2% | 1,130 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 1,135 | $9K |
| IFP Advisors, Inc | 0.00% | Reduce -41.2% | 1,000 | $9K |
| GAMMA Investing LLC | 0.00% | Reduce -24.7% | 953 | $8K |
| Avion Wealth | 0.00% | No change | 1,000 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 900 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 841 | $7K |
| Salomon & Ludwin, LLC | 0.00% | No change | 805 | $7K |
| NBT Bank, N.A. | 0.00% | Add +7900.0% | 800 | $7K |
| POM Investment Strategies, LLC | 0.01% | New | 750 | $6K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 680 | $6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 578 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +146.7% | 555 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 500 | $4K |
| Russell Investments Group, Ltd. | 0.00% | No change | 429 | $4K |
| Chilton Capital Management LLC | 0.00% | New | 362 | $3K |
| Key Financial Inc | 0.00% | No change | 349 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 310 | $3K |
| Financial Consulate, Inc. | 0.00% | No change | 300 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 296 | $3K |
| JPMorgan Chase & Co. | 0.00% | Add +71.7% | 273 | $2K |
| Trust Co. of Toledo NA | 0.00% | No change | 250 | $2K |
| Tidemark, LLC | 0.00% | Add +9.0% | 218 | $2K |
| Ascentis Independent Advisors | 0.00% | New | 100 | $866 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +323.1% | 55 | $476 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 53 | $468 |
| TD Private Client Wealth LLC | 0.00% | No change | 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.