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Disclosery

ETW EATON VANCE TAX-MANAGED GLOB

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COM (fund), issuer CIK 1322435

164 managers (166 13F filers) reported a position in ETW shares at 2025-03-31, 25,487,453 shares in all. 20 filers opened a position and 16 filers sold out during the quarter.

Managers
164
13F filers
166
New
20
Added
62
Reduced
43
Sold out
16
Shares held by filers
25,487,453

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,208,779$18.2M<0.01%-93,54713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,843,170$15.2M0.14%-74,82113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,804,529$14.9M<0.01%-16,28013F-HRTimelineGroup
Karpus Management, Inc.1,727,970$14.3M0.46%-98,36013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,586,173$13.1M<0.01%-3,62913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,519,564$12.5M<0.01%+69,99113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,070,746$8.98M0.04%+261,34413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA870,232$7.18M<0.01%+135,19213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG712,622$5.88M<0.01%+31,21413F-HRTimelineGroup
Advisors Asset Management, Inc.604,493$4.99M0.09%+90613F-HR/ATimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC590,602$4.8M0.12%-297,66113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC580,229$4.79M0.25%+2,37313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…572,635$4.72M0.08%+3,37213F-HRTimelineGroup
1607 Capital Partners, LLC551,759$4.55M0.37%-56,35013F-HRTimeline
Cresset Asset Management, LLC551,067$4.55M0.02%-21213F-HRTimeline
SAM Advisors, LLC478,221$3.89M1.46%-20,79213F-HRTimeline
LPL Financial LLC417,164$3.44M<0.01%+11,97313F-HRTimeline
Shaker Financial Services, LLC339,687$2.8M1.09%-27,93713F-HRTimeline
Cambridge Investment Research Advisors,…336,599$2.78M0.01%-74,25413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC328,734$2.71M<0.01%+14,59813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN327,654$2.7M<0.01%-343,25313F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources261,946$2.16M<0.01%+4,57713F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC258,758$2.13M0.57%+41,28413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.239,683$1.98M<0.01%+29,14013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…235,505$1.94M<0.01%-3,68713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC222,943$1.84M<0.01%+25,51313F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO198,188$1.56M0.61%+3,53713F-HRTimeline
RiverTree Advisors, LLC188,723$1.56M1.04%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC171,532$1.42M0.02%+2,84213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…155,817$1.29M0.11%+7,84413F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC150,334$1.24M0.09%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP148,351$1.22M<0.01%+77,36313F-HRTimelineGroup
Cohen Klingenstein LLC145,960$1.2M0.04%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP138,779$1.14M0.06%new13F-HRTimeline
Logan Stone Capital, LLC138,340$1.14M0.53%-56,07213F-HRTimeline
Investment Planning Advisors, Inc.120,993$998K0.41%-63,31013F-HRTimeline
Private Advisor Group, LLC114,912$948K0.01%-35013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC113,085$933K0.02%+106,06713F-HRTimelineGroup
Cetera Investment Advisers103,818$856K<0.01%+1,46813F-HRTimeline
Arkadios Wealth Advisors98,665$814K0.03%-19,97513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC93,192$769K<0.01%new13F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC80,000$660K0.6%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…79,668$657K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC78,703$649K<0.01%+1,92513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding78,342$646K-121,381Timeline
one8zero8, LLC77,850$642K0.15%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC74,900$618K<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.73,944$610K<0.01%+4,31113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…73,728$608K<0.01%+33,50113F-HRTimeline
Steward Partners Investment Advisory, L…71,164$587K0.01%+30013F-HRTimeline
Tiller Private Wealth, Inc.67,950$561K0.23%-3,80013F-HRTimeline
NewEdge Advisors, LLC67,821$560K<0.01%+79913F-HRTimeline
Claro Advisors Inc.63,678$525K0.07%-9,42213F-HRTimeline
Joseph P. Lucia & Associates, LLC61,718$509K0.23%+42313F-HRTimeline
HighTower Advisors, LLC60,666$500K<0.01%-3,48813F-HRTimeline
Sheaff Brock Investment Advisors, LLC59,453$490K0.05%+2213F-HRTimeline
Alteri Wealth LLC58,852$486K0.21%+2,47913F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC56,710$468K<0.01%-2,26813F-HRTimelineGroup
Medallion Wealth Advisors, LLC56,034$462K0.21%+2,50013F-HRTimeline
Compound Planning, Inc.53,492$441K0.02%+72413F-HRTimeline
Centurion Wealth Management LLC52,043$438K0.14%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC52,967$437K0.01%-11,65013F-HRTimelineGroup
Dakota Wealth Management51,030$421K0.01%-20013F-HRTimeline
Avory & Company, LLC45,682$377K0.25%013F-HRTimeline
CENTAURUS FINANCIAL, INC.45,582$376K0.02%-7813F-HRTimeline
Camelot Portfolios, LLC45,400$375K0.23%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO45,100$372K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding41,447$342K-2,022Timeline
WCG Wealth Advisors LLC40,858$337K0.03%new13F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC39,801$328K<0.01%-1,88413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,244$324K<0.01%+2,10013F-HRTimelineGroup
SAXON INTERESTS, INC.38,116$314K0.15%+97013F-HRTimeline
Advisor Resource Council37,234$307K0.02%new13F-HRTimeline
Twin Lakes Capital Management, LLC36,563$302K0.2%+85313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.35,818$296K<0.01%-93113F-HRTimeline
Creative Planningin group Creative Planning34,556$285K<0.01%-50113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …33,922$280K<0.01%+5,62513F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.33,915$280K0.22%+3,39813F-HRTimeline
NWF Advisory Services Inc.33,600$277K0.04%new13F-HRTimeline
Certified Advisory Corp32,866$271K0.03%+25713F-HRTimeline
Jacobi Capital Management LLC31,502$260K0.02%+48813F-HRTimeline
Keeley-Teton Advisors, LLC30,963$255K0.03%013F-HRTimeline
Sharp Wealth Advisory, LLC29,630$244K0.19%new13F-HRTimeline
Janney Montgomery Scott LLC29,050$240K<0.01%-3,00013F-HRTimeline
MML INVESTORS SERVICES, LLC29,047$240K<0.01%+5,25413F-HRTimeline
Heritage Wealth Management, Inc.28,889$238K0.08%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC27,893$230K0.02%-7113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,437$210K<0.01%+45713F-HRTimelineGroup
Argentarii, LLC25,195$208K0.1%013F-HRTimeline
Capital CS Group, LLC25,171$208K0.35%-1,47913F-HRTimeline
Mariner, LLCin group Mariner, LLC24,402$201K<0.01%+2,47413F-HRTimelineGroup
Annex Advisory Services, LLC24,004$198K0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.22,227$183K<0.01%-1,19513F-HRTimeline
Summit Investment Advisory Services, LLC21,838$180K0.09%+51013F-HRTimeline
Diversified Enterprises, LLC20,855$172K0.01%+16313F-HRTimeline
Cornerstone Advisory, LLC19,697$163K0.02%+13813F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC19,608$162K0.09%013F-HRTimeline
Modern Wealth Management, LLC19,334$160K0.01%+5013F-HR/ATimeline
HUB Investment Partners, LLC19,275$159K0.01%013F-HRTimeline
COMERICA BANK18,471$152K<0.01%-2,25213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,115$149K<0.01%013F-HRTimelineGroup
Sowell Financial Services LLC17,638$146K0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …17,284$143K<0.01%new13F-HRTimelineGroup
Regal Investment Advisors LLC17,250$142K0.01%013F-HRTimeline
Cyndeo Wealth Partners, LLC17,000$140K0.01%013F-HRTimeline
Elequin Capital, LP16,777$138K0.03%+9,06613F-HRTimeline
LVZ, Inc.16,535$136K0.02%013F-HRTimeline
Worth Asset Management, LLC15,870$131K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.15,357$127K<0.01%+2613F-HRTimeline
Financial Alternatives, Inc15,091$125K0.09%013F-HRTimeline
DAVENPORT & Co LLC15,020$124K<0.01%-80013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,725$121K<0.01%-2,43013F-HRTimelineGroup
Aptus Capital Advisors, LLC14,651$121K<0.01%+4313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC14,651$121K0.01%+4313F-HRTimeline
L.M. KOHN & COMPANY14,642$121K0.03%new13F-HRTimeline
Asset Dedication, LLC14,586$120K0.01%013F-HRTimeline
Sensible Money, LLC14,586$120K0.05%013F-HRTimeline
CFO4Life Group, LLC13,581$112K0.02%+31713F-HRTimeline
Fearless Solutions, LLC dba Best Invest13,526$112K0.09%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,160$109K<0.01%new13F-HR/ATimelineGroup
WEST MICHIGAN ADVISORS, LLC12,865$106K0.04%013F-HRTimeline
Kingsview Wealth Management, LLC12,842$106K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12,187$101K0.02%new13F-HRTimeline
VSM Wealth Advisory, LLC11,628$95.9K0.03%+2413F-HRTimeline
Tyche Wealth Partners LLC11,464$94.6K0.02%-61013F-HRTimeline
Strategic Financial Concepts, LLC11,352$93.7K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC11,317$93.4K<0.01%+713F-HRTimeline
Kapstone Financial Advisors LLC11,185$92.3K0.05%+1,15013F-HRTimeline
Quad-Cities Investment Group, LLC10,830$89.4K0.04%+22713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC10,467$86.4K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC10,381$86K<0.01%-3,90513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,412$85.9K<0.01%+24213F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC10,402$85.8K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC10,386$85.7K<0.01%013F-HRTimeline
Detalus Advisors, LLC10,375$85.6K0.03%+20013F-HRTimeline
Abel Hall, LLC10,000$82.5K0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,987$80K<0.01%+25613F-HRTimelineGroup
MAI Capital Management8,528$70.4K<0.01%+19913F-HRTimeline
GPS Wealth Strategies Group, LLC8,493$70.1K0.01%-66013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,974$57.5K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC5,993$49.4K0.01%-113F-HRTimeline
PRIVATE TRUST CO NA5,500$45.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4,269$35K<0.01%+4,26513F-HRTimeline
MATHER GROUP, LLC.3,040$25.1K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,747$22.7K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.2,250$18.6K0.01%-4,35013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,240$18.5K0.01%+5213F-HRTimeline
CoreCap Advisors, LLC2,150$17.7K<0.01%+1,00013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,925$15.9K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,812$15K<0.01%-76913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,495$12.3K<0.01%13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,000$8.25K<0.01%new13F-HRTimelineGroup
Allworth Financial LP950$7.55K<0.01%+1013F-HRTimeline
Strategic Investment Solutions, Inc. /IL775$6.39K<0.01%013F-HRTimeline
Caldwell Trust Co720$5.94K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.622$5.13K<0.01%+1513F-HRTimeline
AMERIFLEX GROUP, INC.525$4.33K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC407$3.35K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.400$3.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO220$1.82K<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.205$1.69K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC23$196<0.01%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$58<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.