Eaton Vance Tax-Managed GlobXEXGX
13F holders, Q2 2026 (June 30)297holders +1
30new positions
27sold out
$9.80avg. 13F price*
At the end of Q2 2026, 297 institutions reported holding Eaton Vance Tax-Managed Glob (XEXGX) in their 13F filings, up 1 from Q1 2026. 30 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($230.4M), Invesco Ltd. ($38.4M) and LPL Financial LLC ($37.8M).
- Company
- Eaton Vance Tax-Managed Glob
- CUSIP
- 27829F108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $4.2M |
| Exits | 27 | $4.3M |
All 13F filers, Q1 2026 → Q2 2026: 2,776,018 shares bought and 1,569,605 shares sold, net +1,206,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| Morgan Stanley | 0.01% | Add +0.0% | 23,489,771 | $230.4M |
| Invesco Ltd. | 0.00% | Add +5.0% | 3,913,341 | $38.4M |
| LPL Financial LLC | 0.01% | Add +1.7% | 3,850,419 | $37.8M |
| Raymond James Financial Inc. | 0.01% | Add +26.7% | 2,815,014 | $27.6M |
| Bank of America Corp. | 0.00% | Add +0.7% | 2,706,507 | $26.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +28.8% | 1,803,728 | $17.7M |
| Wells Fargo & Company | 0.00% | Add +8.3% | 1,525,827 | $15.0M |
| Advisors Asset Management, Inc. | 0.21% | Add +5.0% | 1,394,695 | $13.7M |
| Royal Bank of Canada | 0.00% | Reduce -4.4% | 1,320,347 | $13.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +10.2% | 1,308,282 | $12.8M |
| Stifel Financial Corp. | 0.01% | Reduce -0.8% | 1,187,886 | $11.7M |
| Karpus Management, Inc. | 0.33% | Reduce -1.0% | 1,166,515 | $11.4M |
| Guggenheim Capital LLC | 0.07% | Reduce -6.4% | 1,153,034 | $11.3M |
| Cohen & Steers, Inc. | 0.02% | Add +2.4% | 1,074,977 | $10.5M |
| Ameriprise Financial Inc. | 0.00% | Add +3.1% | 992,464 | $9.7M |
| HighTower Advisors, LLC | 0.01% | Add +0.5% | 864,184 | $8.5M |
| Prosperity Consulting Group, LLC | 0.29% | Add +4.4% | 774,470 | $7.6M |
| Formidable Asset Management, LLC | 1.15% | Reduce -1.1% | 834,092 | $7.2M |
| UBS Group AG | 0.00% | Reduce -0.9% | 709,357 | $7.0M |
| Snowden Capital Advisors LLC | 0.15% | Add +0.3% | 659,084 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +9.9% | 614,239 | $6.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +22.2% | 610,403 | $6.0M |
| Focused Wealth Management, Inc | 0.52% | Add +0.3% | 600,489 | $5.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -4.9% | 549,702 | $5.4M |
| SAM Advisors, LLC | 1.45% | Add +3.6% | 541,443 | $5.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.7% | 430,935 | $4.2M |
| CoreCap Advisors, LLC | 0.12% | Add +1.2% | 419,094 | $4.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.6% | 364,315 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.4% | 348,664 | $3.4M |
| KMG Fiduciary Partners, LLC | 0.30% | Reduce -10.6% | 325,834 | $3.2M |
| Cerity Partners LLC | 0.00% | Reduce -1.5% | 287,733 | $2.8M |
| Cetera Investment Advisers | 0.00% | Reduce -42.3% | 263,368 | $2.6M |
| Fund Advisors of America Inc | 2.20% | Add +0.3% | 247,613 | $2.4M |
| Marks Group Wealth Management, Inc | 0.19% | No change | 219,290 | $2.2M |
| &partners | 0.01% | Add +2.2% | 210,466 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 208,565 | $2.0M |
| Bearing Point Capital, LLC | 0.24% | Add +89.4% | 181,100 | $1.8M |
| Blair William & Co. | 0.00% | Reduce -1.9% | 171,945 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 166,821 | $1.6M |
| Wolverine Asset Management LLC | 0.08% | Reduce -15.9% | 160,396 | $1.6M |
| High Net Worth Advisory Group LLC | 0.31% | Reduce -0.7% | 150,690 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.9% | 150,507 | $1.5M |
| Pointe Capital Management LLC | 0.66% | Reduce -10.5% | 150,408 | $1.5M |
| Fifth Third Bancorp | 0.00% | Reduce -9.0% | 147,939 | $1.5M |
| Mariner, LLC | 0.00% | Add +1.1% | 147,674 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.9% | 137,678 | $1.4M |
| one8zero8, LLC | 0.27% | Reduce -1.1% | 137,650 | $1.4M |
| Avestar Capital, LLC | 0.08% | No change | 135,200 | $1.3M |
| Principal Securities, Inc. | 0.02% | Reduce -3.8% | 132,165 | $1.3M |
| Allworth Financial LP | 0.01% | Add +4.3% | 130,473 | $1.3M |
| S Harris Financial Group, LLC | 0.93% | Add +1.0% | 122,010 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +50.0% | 119,926 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +11.0% | 110,725 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -34.9% | 106,788 | $1.0M |
| Morey & Quinn Wealth Partners, LLC | 0.67% | Reduce -4.8% | 106,205 | $1.0M |
| Kovack Advisors, Inc. | 0.05% | Add +3.4% | 105,953 | $1.0M |
| Northstar Advisory Group, LLC | 0.32% | Reduce -0.1% | 104,953 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -11.6% | 101,672 | $997K |
| Jane Street Group, LLC | 0.00% | Add +133.3% | 99,312 | $974K |
| D.A. Davidson & Co. | 0.01% | Add +0.1% | 95,454 | $936K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.6% | 94,037 | $922K |
| Centaurus Financial, Inc. | 0.03% | Reduce -1.4% | 90,448 | $887K |
| Shaker Financial Services, LLC | 0.27% | Reduce -57.9% | 87,594 | $859K |
| Ameritas Advisory Services, LLC | 0.02% | Add +32.2% | 85,585 | $840K |
| International Assets Investment Management, LLC | 0.05% | Reduce -8.7% | 80,816 | $786K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +141.8% | 70,977 | $696K |
| Corient Private Wealth LP | 0.00% | Reduce -1.5% | 68,452 | $672K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.5% | 63,910 | $627K |
| Pathstone Holdings, LLC | 0.00% | Add +68.4% | 63,682 | $625K |
| Creative Planning | 0.00% | Add +10.4% | 63,644 | $624K |
| Diligent Investors, LLC | 0.14% | Add +0.8% | 62,746 | $616K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 62,497 | $613K |
| NWF Advisory Services Inc. | 0.06% | Reduce -6.1% | 62,025 | $608K |
| Envestnet Asset Management Inc. | 0.00% | Add +15.2% | 61,061 | $599K |
| Commons Capital, LLC | 0.41% | Add +10.2% | 59,008 | $579K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.6% | 58,844 | $577K |
| XTX Topco Ltd | 0.01% | New | 56,520 | $554K |
| PFG Investments, LLC | 0.02% | Add +0.8% | 55,546 | $545K |
| David J Yvars Group | 0.26% | Reduce -12.5% | 55,071 | $535K |
| Wedbush Securities Inc. | 0.01% | Add +4.7% | 53,882 | $529K |
| Post Resch Tallon Group Inc. | 0.36% | Add +36.1% | 53,606 | $526K |
| Investmark Advisory Group LLC | 0.20% | Add +1.2% | 53,389 | $524K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.1% | 52,959 | $520K |
| JGP Wealth Management, LLC | 0.05% | No change | 52,500 | $515K |
| Dakota Wealth Management | 0.01% | Add +0.5% | 52,410 | $514K |
| Summit Financial, LLC | 0.01% | Reduce -1.7% | 51,998 | $510K |
| Captrust Financial Advisors | 0.00% | Reduce -1.9% | 51,755 | $508K |
| MML Investors Services, LLC | 0.00% | Add +18.1% | 50,996 | $500K |
| Independent Financial Group, LLC | 0.01% | Reduce -5.7% | 48,182 | $473K |
| Wealth Effects LLC | 0.13% | No change | 47,972 | $471K |
| Commerce Bank | 0.00% | No change | 46,301 | $454K |
| Compound Planning, Inc. | 0.01% | Reduce -4.0% | 44,512 | $437K |
| Advisors Capital Management, LLC | 0.00% | New | 44,154 | $433K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 40,788 | $400K |
| Sunpointe, LLC | 0.11% | Reduce -0.0% | 40,436 | $397K |
| Harbour Investments, Inc. | 0.01% | Add +0.3% | 39,508 | $388K |
| Semus Wealth Partners LLC | 0.18% | Add +2.1% | 37,705 | $370K |
| First Heartland Consultants, Inc. | 0.02% | Add +30.0% | 37,170 | $365K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.0% | 37,102 | $364K |
| PMG Family Office LLC | 0.34% | Add +3.8% | 37,093 | $364K |
| Cranbrook Wealth Management, LLC | 0.07% | No change | 36,924 | $362K |
| Advisory Advocates, LLC | 0.29% | Add +20.8% | 34,922 | $343K |
| Stockman Wealth Management, Inc. | 0.04% | No change | 34,529 | $339K |
| Benjamin Edwards Inc. | 0.00% | Add +5.5% | 33,937 | $333K |
| OpenArc Corporate Advisory, LLC | 0.00% | No change | 33,851 | $332K |
| Focus Financial Network, Inc. | 0.01% | Add +0.7% | 33,004 | $324K |
| Mission Wealth Management, LP | 0.00% | Add +20.3% | 32,743 | $321K |
| IFC Advisors LLC | 0.04% | New | 32,195 | $316K |
| Money Concepts Capital Corp. | 0.01% | Reduce -4.5% | 32,191 | $316K |
| Amplius Wealth Advisors, LLC | 0.02% | Add +0.0% | 32,185 | $316K |
| Blue Water Asset Management | 0.10% | Add +2.1% | 31,578 | $310K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -4.0% | 31,404 | $308K |
| Integrity Advisory Solutions, LLC | 0.03% | New | 31,212 | $306K |
| Private Advisor Group, LLC | 0.00% | Add +5.9% | 30,366 | $298K |
| Silverlake Wealth Management LLC | 0.06% | No change | 29,629 | $291K |
| Apollon Wealth Management, LLC | 0.00% | Add +1.1% | 28,615 | $281K |
| Baird Financial Group, Inc. | 0.00% | Add +76.9% | 28,169 | $276K |
| Stonebridge Financial Planning Group, LLC | 0.09% | Add +0.2% | 28,138 | $276K |
| EP Wealth Advisors, LLC | 0.00% | Add +32.7% | 28,121 | $276K |
| Sage Capital Management, LLC | 0.10% | No change | 27,431 | $269K |
| Main Street Financial Solutions, LLC | 0.02% | Add +21.6% | 27,358 | $268K |
| M Holdings Securities, Inc. | 0.04% | Add +0.1% | 27,222 | $262K |
| Mendel Capital Management LLC | 0.12% | No change | 26,700 | $262K |
| HORAN Wealth, LLC | 0.03% | Add +1.8% | 26,586 | $261K |
| McDonald Partners LLC | 0.06% | No change | 26,462 | $260K |
| Natixis Advisors, LLC | 0.00% | Reduce -0.2% | 25,785 | $252K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -2.7% | 25,550 | $251K |
| Closed-End Fund Advisors, Inc. | 0.24% | Add +4.5% | 25,022 | $245K |
| Successful Portfolios LLC | 0.11% | Reduce -1.6% | 24,394 | $238K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +2.1% | 24,222 | $238K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 24,000 | $235K |
| HBK Sorce Advisory LLC | 0.00% | No change | 23,729 | $235K |
| Garden State Investment Advisory Services LLC | 0.05% | Reduce -24.4% | 23,901 | $234K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.4% | 23,827 | $234K |
| Kingsbury Capital Investment Advisors LLC | 0.19% | Add +1.8% | 23,051 | $226K |
| KMT Wealth Management, LLC | 0.19% | New | 23,051 | $226K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +6.7% | 22,500 | $221K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +1.6% | 22,463 | $220K |
| Prospera Financial Services Inc | 0.00% | Add +4.3% | 22,102 | $217K |
| Silver Coast Investments LLC | 0.06% | New | 21,500 | $211K |
| Mgo One Seven LLC | 0.00% | New | 21,267 | $209K |
| Beaumont Financial Advisors, LLC | 0.01% | No change | 21,260 | $209K |
| Logan Stone Capital, LLC | 0.04% | Reduce -56.5% | 21,002 | $206K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -3.1% | 20,883 | $205K |
| Arlington Capital Management, Inc. | 0.13% | Add +3.3% | 20,710 | $203K |
| Franklin Resources Inc. | 0.00% | No change | 20,133 | $198K |
| Arax Advisory Partners | 0.00% | New | 20,120 | $197K |
| Diversified Portfolios, Inc. | 0.01% | No change | 19,900 | $195K |
| Spire Wealth Management | 0.01% | Add +2.1% | 19,893 | $195K |
| BNB Wealth Management, LLC | 0.11% | No change | 19,797 | $194K |
| Lanark Financial, Inc. | 0.01% | Add +0.1% | 19,790 | $194K |
| Decision Investments, Inc. | 0.18% | Reduce -0.6% | 19,744 | $194K |
| StoneX Group Inc. | 0.01% | No change | 19,402 | $190K |
| Venture Visionary Partners LLC | 0.01% | No change | 19,300 | $189K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 19,166 | $188K |
| MBL Wealth, LLC | 0.01% | No change | 19,150 | $188K |
| Empower Advisory Group, LLC | 0.00% | No change | 19,000 | $186K |
| MAI Capital Management | 0.00% | Add +259.9% | 18,948 | $186K |
| Brown Advisory Inc. | 0.00% | No change | 18,801 | $184K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.2% | 18,458 | $181K |
| Boothbay Fund Management, LLC | 0.00% | Add +1.2% | 18,323 | $180K |
| Meridian Wealth Advisors, LLC | 0.02% | No change | 17,936 | $176K |
| Waverly Advisors, LLC | 0.00% | No change | 17,292 | $170K |
| Clearstead Advisors, LLC | 0.00% | Reduce -92.0% | 17,268 | $169K |
| Strait & Sound Wealth Management LLC | 0.06% | No change | 17,200 | $169K |
| Piedmont Capital Management, LLC | 0.10% | No change | 17,054 | $167K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 16,780 | $165K |
| WealthBridge Capital Management, LLC | 0.03% | No change | 16,657 | $163K |
| Harbour Wealth Management Group, Inc. | 0.11% | Reduce -2.8% | 16,425 | $161K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -0.4% | 18,527 | $160K |
| Heritage Wealth Management, Inc. | 0.04% | No change | 16,291 | $160K |
| Summit Investment Advisory Services, LLC | 0.04% | Add +2.1% | 16,270 | $160K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -2.0% | 16,144 | $159K |
| KPP Advisory Services LLC | 0.02% | No change | 15,725 | $154K |
| Fiduciary Trust Co | 0.00% | No change | 15,377 | $151K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.9% | 14,999 | $147K |
| CIBC Bancorp USA Inc. | 0.00% | New | 14,861 | $146K |
| Matrix Private Capital Group LLC | 0.06% | No change | 14,469 | $142K |
| Black Diamond Financial, LLC | 0.01% | No change | 14,371 | $141K |
| Van Hulzen Asset Management, LLC | 0.01% | No change | 14,350 | $141K |
| VSM Wealth Advisory, LLC | 0.04% | No change | 13,997 | $137K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +2.2% | 13,800 | $135K |
| Herold Advisors, Inc. | 0.03% | No change | 13,677 | $135K |
| Park Avenue Securities LLC | 0.00% | Reduce -2.1% | 13,722 | $135K |
| Cresset Asset Management, LLC | 0.00% | Add +0.8% | 12,794 | $126K |
| Allied Private Wealth LLC | 0.08% | — | 12,819 | $125K |
| Modern Wealth Management, LLC | 0.00% | No change | 12,475 | $122K |
| Assetmark, Inc. | 0.00% | Reduce -3.7% | 12,448 | $122K |
| Waterfront Wealth Inc. | 0.02% | Add +0.1% | 12,139 | $119K |
| Kingswood Wealth Advisors, LLC | 0.00% | Reduce -1.5% | 11,931 | $117K |
| DAVENPORT & Co LLC | 0.00% | No change | 11,925 | $117K |
| WealthSpring Partners, LLC | 0.10% | No change | 11,545 | $113K |
| Csenge Advisory Group | 0.00% | New | 11,525 | $113K |
| Welch & Forbes LLC | 0.00% | No change | 11,500 | $113K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 11,500 | $113K |
| Blue Chip Partners, LLC | 0.01% | No change | 11,486 | $113K |
| Foundations Investment Advisors, LLC | 0.00% | New | 11,212 | $110K |
| Investment Partners Asset Management, Inc. | 0.06% | No change | 11,184 | $110K |
| Wealth Alliance, LLC | 0.01% | Add +2.1% | 11,135 | $109K |
| Lido Advisors, LLC | 0.00% | Reduce -3.5% | 11,123 | $109K |
| Advisory Solutions Group, LLC | 0.04% | — | 11,110 | $109K |
| Impact Partnership Wealth, LLC | 0.01% | Add +2.1% | 11,084 | $109K |
| Convergence Financial, LLC | 0.01% | New | 10,784 | $106K |
| Spirepoint Private Client, LLC | 0.01% | No change | 10,683 | $105K |
| Princeton Global Asset Management LLC | 0.01% | No change | 10,526 | $103K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -50.0% | 10,275 | $101K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.5% | 10,115 | $99K |
| Traphagen Investment Advisors LLC | 0.01% | New | 10,092 | $99K |
| URS Advisory LLC | 0.05% | New | 10,054 | $99K |
| Attessa Capital LLC | 0.04% | New | 10,031 | $98K |
| Focused Alpha, LLC | 0.03% | New | 10,005 | $98K |
| Blue Trust, Inc. | 0.00% | No change | 10,000 | $98K |
| PFS Partners, LLC | 0.04% | Add +2.1% | 9,381 | $92K |
| Citigroup Inc. | 0.00% | Add +0.7% | 9,360 | $92K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 9,218 | $90K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 9,000 | $88K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +1.6% | 8,892 | $87K |
| Colonial Trust Advisors | 0.01% | No change | 8,750 | $86K |
| Continuum Advisory, LLC | 0.01% | New | 8,000 | $78K |
| Gen-Wealth Partners Inc | 0.02% | No change | 7,800 | $77K |
| Caldwell Trust Co | 0.01% | No change | 6,749 | $66K |
| IFG Advisory, LLC | 0.00% | New | 6,739 | $66K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 6,500 | $64K |
| Millstone Evans Group, LLC | 0.03% | No change | 6,390 | $63K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.6% | 5,518 | $54K |
| Clean Yield Group | 0.01% | New | 5,231 | $51K |
| Cypress Capital Management LLC (WY) | 0.04% | No change | 5,000 | $49K |
| BankPlus Trust Department | 0.01% | No change | 5,000 | $49K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $49K |
| HHM Wealth Advisors, LLC | 0.00% | Add +2.1% | 4,825 | $47K |
| Bogart Wealth, LLC | 0.00% | No change | 4,538 | $45K |
| Parallel Advisors, LLC | 0.00% | No change | 4,037 | $40K |
| Peterson Wealth Management | 0.02% | No change | 3,675 | $36K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,622 | $36K |
| 1 North Wealth Services LLC | 0.01% | New | 3,500 | $34K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 3,350 | $33K |
| Eastern Bank | 0.00% | No change | 3,206 | $31K |
| Bokf, NA | 0.00% | No change | 2,900 | $28K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.3% | 2,883 | $28K |
| Financial Management Professionals, Inc. | 0.00% | No change | 2,828 | $28K |
| Colonial Trust Co / SC | 0.00% | No change | 2,796 | $27K |
| LRI Investments, LLC | 0.00% | No change | 2,734 | $27K |
| American Capital Advisory, LLC | 0.01% | No change | 2,650 | $26K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 2,648 | $26K |
| Bollard Group LLC | 0.00% | Add +2.1% | 2,573 | $25K |
| Global Retirement Partners, LLC | 0.00% | — | 2,541 | $25K |
| Private Trust Co. NA | 0.00% | No change | 2,500 | $25K |
| US Bancorp \de | 0.00% | Reduce -0.4% | 2,461 | $24K |
| SHP Wealth Management | 0.00% | New | 2,200 | $22K |
| City Holding Co. | 0.00% | No change | 2,000 | $20K |
| CENTRAL TRUST Co | 0.00% | No change | 2,000 | $20K |
| Towne Trust Company, N.A | 0.01% | No change | 1,998 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,953 | $19K |
| Jones Financial Companies LLLP | 0.00% | Add +76.2% | 2,000 | $19K |
| Axiom Investment Management LLC | 0.01% | Add +51.8% | 1,936 | $19K |
| IFP Advisors, Inc | 0.00% | Add +88.7% | 1,887 | $19K |
| Hughes Financial Services, LLC | 0.00% | No change | 1,872 | $18K |
| TD Capital Management LLC | 0.00% | No change | 1,799 | $18K |
| Larson Financial Group LLC | 0.00% | New | 1,550 | $15K |
| WPG Advisers, LLC | 0.01% | No change | 1,500 | $15K |
| Clark Wealth Partners | 0.01% | No change | 1,500 | $15K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 1,500 | $15K |
| FMR LLC | 0.00% | No change | 1,480 | $15K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,465 | $14K |
| Highland Investment Advisors LLC | 0.01% | — | 1,402 | $14K |
| Beacon Investment Advisory Services, Inc. | 0.00% | Reduce -92.3% | 1,395 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,329 | $13K |
| Wolff Wiese Magana LLC | 0.01% | New | 1,225 | $12K |
| Vision Financial Markets LLC | 0.01% | Add +2.1% | 1,154 | $11K |
| Mb, Levis & Associates, LLC | 0.00% | New | 1,092 | $11K |
| GAMMA Investing LLC | 0.00% | Reduce -1.7% | 937 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 900 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 841 | $8K |
| NBT Bank, N.A. | 0.00% | No change | 800 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 805 | $8K |
| POM Investment Strategies, LLC | 0.01% | No change | 750 | $7K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 680 | $7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 578 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 555 | $5K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 520 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 500 | $5K |
| Harborfront Financial Group LLC | 0.02% | — | 445 | $4K |
| Russell Investments Group, Ltd. | 0.00% | No change | 429 | $4K |
| Chilton Capital Management LLC | 0.00% | No change | 362 | $4K |
| Key Financial Inc | 0.00% | No change | 349 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 310 | $3K |
| LifeSteps Financial, Inc. | 0.00% | New | 300 | $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% | No change | 273 | $3K |
| Trust Co. of Toledo NA | 0.00% | No change | 250 | $2K |
| Tidemark, LLC | 0.00% | No change | 218 | $2K |
| Institute for Wealth Management, LLC. | 0.00% | New | 150 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | New | 101 | $991 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 53 | $517 |
| Trust Co | 0.00% | New | 20 | $196 |
| TD Private Client Wealth LLC | 0.00% | No change | 1 | $9 |
"% 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.