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Disclosery

ETW EATON VANCE TAX-MANAGED GLOB

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COM (fund), issuer CIK 1322435

168 managers (170 13F filers) reported a position in ETW shares at 2025-06-30, 25,100,226 shares in all. 24 filers opened a position and 19 filers sold out during the quarter.

Managers
168
13F filers
170
New
24
Added
52
Reduced
48
Sold out
19
Shares held by filers
25,100,226

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/2,288,653$19.8M<0.01%+79,87413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC2,043,650$17.7M0.14%+200,48013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,835,258$15.9M<0.01%+30,72913F-HRTimelineGroup
Karpus Management, Inc.1,695,491$14.7M0.47%-32,47913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,568,468$13.6M<0.01%-17,70513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,544,773$13.4M<0.01%+25,20913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,192,502$10.3M0.04%+121,75613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA882,723$7.64M<0.01%+12,49113F-HR/ATimelineGroup
Advisors Asset Management, Inc.669,868$5.79M0.1%+65,37513F-HR/ATimeline
Penserra Capital Management LLCin group Penserra Capital Management L…590,064$5.1M0.07%+17,42913F-HRTimelineGroup
UBS Group AGin group UBS Group AG556,848$4.82M<0.01%-155,77413F-HRTimelineGroup
Cresset Asset Management, LLC542,709$4.69M0.02%-8,35813F-HR/ATimeline
LPL Financial LLC524,999$4.54M<0.01%+107,83513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC464,182$4.02M<0.01%+135,44813F-HRTimelineGroup
1607 Capital Partners, LLC462,934$4M0.32%-88,82513F-HRTimeline
Shaker Financial Services, LLC449,311$3.89M1.41%+109,62413F-HRTimeline
RiverTree Advisors, LLC420,140$3.63M2.44%+231,41713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.389,308$3.37M0.01%+149,62513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN309,629$2.68M<0.01%-18,02513F-HRTimelineGroup
Cambridge Investment Research Advisors,…293,571$2.54M0.01%-43,02813F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC292,139$2.53M0.06%-298,46313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…276,821$2.39M0.01%+41,31613F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP276,464$2.39M<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources261,782$2.26M<0.01%-16413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC219,025$1.89M<0.01%-3,91813F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO196,762$1.72M0.51%-1,42613F-HRTimeline
READYSTATE ASSET MANAGEMENT LP167,796$1.45M0.06%+29,01713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC166,461$1.44M0.01%-5,07113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…160,758$1.39M0.11%+4,94113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding153,971$1.33M+75,629Timeline
FRANKLIN STREET ADVISORS INC /NC150,334$1.3M0.08%013F-HRTimeline
Cohen Klingenstein LLC145,960$1.26M0.04%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP127,228$1.1M<0.01%-21,12313F-HRTimelineGroup
Private Advisor Group, LLC115,132$996K0.01%+22013F-HRTimeline
Investment Planning Advisors, Inc.107,111$927K0.33%-13,88213F-HRTimeline
Arkadios Wealth Advisors98,704$854K0.03%+3913F-HRTimeline
Cetera Investment Advisers91,281$790K<0.01%-12,53713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…84,729$737K<0.01%+11,00113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC83,101$719K<0.01%+4,39813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC80,000$692K0.56%013F-HRTimeline
D.A. DAVIDSON & CO.76,153$659K<0.01%+2,20913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC74,900$648K<0.01%013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC73,476$636K0.01%-39,60913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding70,767$612K+29,320Timeline
NewEdge Advisors, LLC67,845$587K<0.01%+2413F-HRTimeline
WCG Wealth Advisors LLC65,797$569K0.04%+24,93913F-HRTimeline
Joseph P. Lucia & Associates, LLC62,420$540K0.22%+70213F-HRTimeline
Allworth Financial LP60,419$523K<0.01%+59,46913F-HRTimeline
one8zero8, LLC60,400$522K0.12%-17,45013F-HRTimeline
HighTower Advisors, LLC59,878$518K<0.01%-78813F-HRTimeline
Alteri Wealth LLC58,827$509K0.2%-2513F-HRTimeline
Medallion Wealth Advisors, LLC58,205$504K0.19%+2,17113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…57,585$498K<0.01%-22,08313F-HRTimelineGroup
Tiller Private Wealth, Inc.55,380$480K0.18%-12,57013F-HRTimeline
Compound Planning, Inc.53,492$463K0.02%013F-HRTimeline
Kovack Advisors, Inc.53,185$460K0.05%new13F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC52,174$451K<0.01%-4,53613F-HRTimelineGroup
Centurion Wealth Management LLC52,043$450K0.13%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,164$443K<0.01%+38,00413F-HRTimelineGroup
Dakota Wealth Management51,030$441K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…49,664$430K<0.01%-21,50013F-HRTimeline
B. Riley Wealth Advisors, Inc.46,624$403K0.02%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC46,483$402K0.01%-6,48413F-HRTimelineGroup
Avory & Company, LLC45,682$395K0.24%013F-HRTimeline
Camelot Portfolios, LLC45,400$393K0.24%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO45,100$390K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.44,725$387K0.02%-85713F-HRTimeline
Claro Advisors Inc.39,953$346K0.06%-23,72513F-HRTimeline
Twin Lakes Capital Management, LLC37,443$324K0.2%+88013F-HRTimeline
Logan Stone Capital, LLC37,132$321K0.15%-101,20813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …36,993$320K<0.01%+3,07113F-HRTimelineGroup
SAXON INTERESTS, INC.38,116$314K0.15%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC35,877$310K<0.01%-3,92413F-HRTimelineGroup
Creative Planningin group Creative Planning35,307$307K<0.01%+75113F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.35,399$306K0.23%+1,48413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.35,233$305K<0.01%-58513F-HRTimeline
NWF Advisory Services Inc.33,600$291K0.03%013F-HRTimeline
Certified Advisory Corp32,568$282K0.03%-29813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…32,316$280K<0.01%-6,92813F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth32,194$278K<0.01%new13F-HRTimelineGroup
Jacobi Capital Management LLC32,004$277K0.02%+50213F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)30,963$268K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC30,070$260K<0.01%+1,02313F-HRTimeline
Heritage Wealth Management, Inc.28,889$250K0.08%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management28,606$247K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC28,050$243K<0.01%-1,00013F-HRTimeline
ROTHSCHILD INVESTMENT LLC27,831$241K0.02%-6213F-HRTimeline
Mariner, LLCin group Mariner, LLC27,603$239K<0.01%+3,20113F-HRTimelineGroup
Summit Financial, LLC27,301$236K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,737$214K<0.01%-70013F-HRTimelineGroup
Capital CS Group, LLC24,282$210K0.34%-88913F-HRTimeline
Annex Advisory Services, LLC24,004$208K<0.01%013F-HRTimeline
David J Yvars Group23,635$204K0.12%new13F-HRTimeline
Summit Investment Advisory Services, LLC22,362$193K0.08%+52413F-HR/ATimeline
Diversified Enterprises, LLC21,024$182K0.01%+16913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,231$175K<0.01%new13F-HRTimeline
Cornerstone Advisory, LLC19,788$171K0.02%+9113F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC19,607$170K0.08%-113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,450$168K<0.01%new13F-HRTimelineGroup
HUB Investment Partners, LLC19,275$167K0.01%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP19,236$166K0.03%new13F-HRTimeline
COMERICA BANK18,971$164K<0.01%+50013F-HRTimeline
Modern Wealth Management, LLC18,754$162K<0.01%-58013F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK18,115$157K<0.01%013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …17,284$150K<0.01%013F-HRTimelineGroup
Regal Investment Advisors LLC17,250$149K0.01%013F-HRTimeline
Cyndeo Wealth Partners, LLC17,000$147K0.01%013F-HRTimeline
Sowell Financial Services LLC16,742$145K0.01%-89613F-HRTimeline
Worth Asset Management, LLC15,870$137K0.07%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC15,587$135K0.02%+3,40013F-HRTimeline
LVZ, Inc.15,490$134K0.02%-1,04513F-HRTimeline
HARBOUR INVESTMENTS, INC.15,383$133K<0.01%+2613F-HRTimeline
Atria Wealth Solutions, Inc.15,112$131K<0.01%-7,11513F-HRTimeline
Financial Alternatives, Inc15,091$131K0.08%013F-HRTimeline
DAVENPORT & Co LLC15,020$130K<0.01%013F-HRTimeline
L.M. KOHN & COMPANY14,642$127K0.03%013F-HRTimeline
CFO4Life Group, LLC13,908$120K0.02%+32713F-HRTimeline
HRT FINANCIAL LP13,926$120K<0.01%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest13,526$117K0.08%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,281$115K<0.01%-1,44413F-HR/ATimelineGroup
Sanctuary Advisors, LLC12,942$112K<0.01%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC12,865$111K0.03%013F-HRTimeline
Kingsview Wealth Management, LLC12,842$111K<0.01%013F-HRTimeline
Sharp Wealth Advisory, LLC12,250$106K0.07%-17,38013F-HRTimeline
IHT Wealth Management, LLC12,210$106K<0.01%+1,82413F-HRTimeline
VSM Wealth Advisory, LLC11,953$103K0.03%+32513F-HRTimeline
Quantedge Capital Pte Ltd11,900$103K0.09%new13F-HRTimeline
Tyche Wealth Partners LLC11,464$99.2K0.02%013F-HRTimeline
&PARTNERS11,439$98.9K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,348$98.2K<0.01%-81,84413F-HRTimelineGroup
Integrated Wealth Concepts LLC11,322$97.9K<0.01%+513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,252$97.3K<0.01%+26513F-HRTimelineGroup
Busey Bank11,113$96.1K<0.01%new13F-HRTimeline
Quad-Cities Investment Group, LLC11,072$95.8K0.04%+24213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC10,467$90.5K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC10,388$89.9K<0.01%-4,26313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10,388$89.9K0.01%-4,26313F-HRTimeline
Detalus Advisors, LLC10,375$89.7K0.03%013F-HRTimeline
Strategic Financial Concepts, LLC10,300$89.1K0.01%-1,05213F-HRTimeline
Abel Hall, LLC10,000$86.5K0.04%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,489$82.1K<0.01%new13F-HRTimelineGroup
MAI Capital Management8,734$75.5K<0.01%+20613F-HRTimeline
GPS Wealth Strategies Group, LLC8,493$73.5K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors6,725$58.2K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA5,500$47.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust4,500$38.9K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.4,269$36K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.3,500$30.3K0.01%new13F-HRTimeline
Hurley Capital, LLC2,831$24.5K0.02%new13F-HRTimeline
Vermillion Wealth Management, Inc.2,747$23.8K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.2,250$19.5K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,925$16.7K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,495$12.9K<0.01%13F-HRTimelineGroup
TSFG, LLC1,104$10K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,150$9.95K<0.01%-1,00013F-HRTimeline
Parallel Advisors, LLC1,091$9.43K<0.01%-72113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,000$8.65K<0.01%013F-HRTimelineGroup
Caldwell Trust Co720$6.23K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.637$5.51K<0.01%+1513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…608$5.26K<0.01%+60113F-HRTimelineGroup
Farther Finance Advisors, LLC407$3.52K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.400$3.46K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.350$3.03K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC250$2.16K<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP247$2.12K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO220$1.91K<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.205$1.77K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.