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Disclosery

ETW EATON VANCE TAX-MANAGED GLOB

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COM (fund), issuer CIK 1322435

163 managers (165 13F filers) reported a position in ETW shares at 2025-09-30, 24,302,792 shares in all. 16 filers opened a position and 19 filers sold out during the quarter.

Managers
163
13F filers
165
New
16
Added
59
Reduced
41
Sold out
19
Shares held by filers
24,302,792

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/2,294,849$20.8M<0.01%+6,19613F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC2,115,937$19.1M0.14%+72,28713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,878,473$17M<0.01%+43,21513F-HR/ATimelineGroup
Karpus Management, Inc.1,670,234$15.1M0.48%-25,25713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,663,673$15.1M<0.01%+95,20513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,525,133$13.8M<0.01%-19,64013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA935,718$8.47M<0.01%+52,99513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC895,841$8.11M0.03%-296,66113F-HRTimelineGroup
LPL Financial LLC725,298$6.56M<0.01%+200,29913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…719,334$6.51M0.08%+129,27013F-HRTimelineGroup
Advisors Asset Management, Inc.716,812$6.49M0.11%+46,94413F-HR/ATimeline
Cresset Asset Management, LLC542,724$4.91M0.02%+1513F-HR/ATimeline
UBS Group AGin group UBS Group AG516,716$4.68M<0.01%-40,13213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC466,251$4.23M<0.01%+2,06913F-HRTimelineGroup
RiverTree Advisors, LLC423,067$3.83M2.45%+2,92713F-HRTimeline
1607 Capital Partners, LLC401,034$3.63M0.27%-61,90013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.395,351$3.56M<0.01%+6,04313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN316,981$2.87M<0.01%+7,35213F-HRTimelineGroup
Shaker Financial Services, LLC312,070$2.82M0.97%-137,24113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP276,464$2.5M<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…272,378$2.47M<0.01%-4,44313F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources256,341$2.32M<0.01%-5,44113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC219,010$1.98M<0.01%-1513F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO199,407$1.8M0.48%+2,64513F-HRTimeline
Cambridge Investment Research Advisors,…186,328$1.69M<0.01%-107,24313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC165,288$1.5M0.01%-1,17313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…160,758$1.39M0.11%013F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC150,334$1.36M0.08%013F-HRTimeline
Cohen Klingenstein LLC145,960$1.32M0.04%013F-HRTimeline
Cetera Investment Advisers145,733$1.32M<0.01%+54,45213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP128,223$1.16M<0.01%+99513F-HRTimelineGroup
Private Advisor Group, LLC115,345$1.04M0.01%+21313F-HRTimeline
Steward Partners Investment Advisory, L…103,228$934K0.01%+53,56413F-HRTimeline
Investment Planning Advisors, Inc.98,984$896K0.28%-8,12713F-HRTimeline
Arkadios Wealth Advisors98,742$894K0.02%+3813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…77,886$713K<0.01%-6,84313F-HRTimeline
D.A. DAVIDSON & CO.76,382$691K<0.01%+22913F-HRTimeline
PMG Family Office LLC76,276$690K0.77%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding72,247$654K-81,724Timeline
one8zero8, LLC70,400$637K0.14%+10,00013F-HRTimeline
WCG Wealth Advisors LLC70,177$635K0.04%+4,38013F-HRTimeline
NewEdge Advisors, LLC69,237$627K<0.01%+1,39213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding66,469$602K-4,298Timeline
Calamos Advisors LLCin group Calamos Advisors LLC63,514$575K<0.01%+11,34013F-HRTimelineGroup
HighTower Advisors, LLC60,830$551K<0.01%+95213F-HRTimeline
Allworth Financial LP60,428$547K<0.01%+913F-HRTimeline
Alteri Wealth LLC57,800$523K0.18%-1,02713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…57,585$521K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC56,855$515K0.18%-1,35013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,694$513K<0.01%-26,40713F-HRTimeline
Joseph P. Lucia & Associates, LLC55,844$505K0.19%-6,57613F-HRTimeline
Tiller Private Wealth, Inc.55,380$501K0.18%013F-HRTimeline
Compound Planning, Inc.53,492$484K0.02%013F-HRTimeline
Centurion Wealth Management LLC52,043$471K0.11%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,256$464K<0.01%+9213F-HRTimelineGroup
Dakota Wealth Management51,030$462K0.01%013F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC50,000$452K<0.01%-24,90013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.46,580$422K0.02%-4413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …46,013$416K0.01%+9,02013F-HRTimelineGroup
Avory & Company, LLC45,682$413K0.25%013F-HRTimeline
CENTAURUS FINANCIAL, INC.45,503$412K0.02%+77813F-HRTimeline
Camelot Portfolios, LLC45,400$411K0.24%013F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC45,100$408K0.1%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,983$362K0.01%-6,50013F-HRTimelineGroup
Twin Lakes Capital Management, LLC38,289$347K0.16%+84613F-HRTimeline
SAXON INTERESTS, INC.37,487$337K0.13%-62913F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.36,181$327K0.23%+78213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC35,923$325K<0.01%+4613F-HRTimelineGroup
Claro Advisors Inc.35,897$325K0.05%-4,05613F-HRTimeline
NWF Advisory Services Inc.33,600$304K0.03%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,423$302K<0.01%+1,10713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC33,326$302K<0.01%+3,25613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC33,024$299K<0.01%-40,45213F-HRTimelineGroup
Creative Planningin group Creative Planning31,839$290K<0.01%-3,46813F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC32,000$290K0.21%-48,00013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)30,963$280K<0.01%013F-HRTimelineGroup
Summit Financial, LLC30,167$273K<0.01%+2,86613F-HRTimeline
Jacobi Capital Management LLC30,157$273K0.02%-1,84713F-HRTimeline
Heritage Wealth Management, Inc.28,889$261K0.08%013F-HRTimeline
Mariner, LLCin group Mariner, LLC28,076$254K<0.01%+47313F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC27,931$253K0.01%+10013F-HRTimeline
Janney Montgomery Scott LLC25,281$229K<0.01%-2,76913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,481$222K<0.01%-25613F-HRTimelineGroup
David J Yvars Group24,035$218K0.12%+40013F-HRTimeline
Annex Advisory Services, LLC24,004$217K<0.01%013F-HRTimeline
Certified Advisory Corp22,498$204K0.02%-10,07013F-HRTimeline
Capital CS Group, LLC20,835$189K0.31%-3,44713F-HRTimeline
Diversified Enterprises, LLC20,323$184K0.01%-70113F-HRTimeline
Cornerstone Advisory, LLC19,921$180K0.02%+13313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,450$176K<0.01%013F-HRTimelineGroup
COMERICA BANK19,445$176K<0.01%+47413F-HRTimeline
HUB Investment Partners, LLC19,275$174K0.01%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC19,103$173K0.08%-50413F-HRTimeline
Modern Wealth Management, LLC18,804$170K<0.01%+5013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,115$164K<0.01%013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …17,284$156K<0.01%013F-HRTimelineGroup
Regal Investment Advisors LLC17,250$156K0.01%013F-HRTimeline
Sowell Financial Services LLC17,121$155K0.01%+37913F-HRTimeline
Cyndeo Wealth Partners, LLC17,000$154K0.01%013F-HRTimeline
Worth Asset Management, LLC15,870$144K0.06%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC15,587$141K0.02%013F-HRTimeline
LVZ, Inc.15,490$140K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.15,408$139K<0.01%+2513F-HRTimeline
OneDigital Investment Advisors LLC15,108$137K<0.01%new13F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.15,026$136K<0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC15,020$136K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.14,269$129K0.01%+10,00013F-HRTimeline
CFO4Life Group, LLC14,222$129K0.02%+31413F-HRTimeline
Fearless Solutions, LLC dba Best Invest13,526$122K0.08%013F-HRTimeline
Sanctuary Advisors, LLC13,290$120K<0.01%+34813F-HR/ATimeline
WEST MICHIGAN ADVISORS, LLC12,865$116K0.03%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,560$114K<0.01%-72113F-HRTimelineGroup
Financial Alternatives, Inc12,466$113K0.07%-2,62513F-HRTimeline
VSM Wealth Advisory, LLC12,067$109K0.03%+11413F-HRTimeline
IHT Wealth Management, LLC12,049$109K<0.01%-16113F-HRTimeline
Kingsview Wealth Management, LLC12,012$109K<0.01%-83013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,506$104K<0.01%+25413F-HRTimelineGroup
Tyche Wealth Partners LLC11,464$104K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC11,322$102K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,302$102K0.01%+1,81313F-HRTimelineGroup
Quad-Cities Investment Group, LLC11,302$102K0.04%+23013F-HRTimeline
Busey Bank11,113$101K<0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,904$98.7K<0.01%new13F-HRTimeline
Detalus Advisors, LLC10,875$98.4K0.03%+50013F-HRTimeline
&PARTNERS10,799$97.6K<0.01%-64013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,633$96.2K<0.01%new13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC10,397$94.1K0.01%+913F-HRTimeline
Aptus Capital Advisors, LLC10,397$94.1K<0.01%+913F-HRTimeline
Strategic Financial Concepts, LLC10,300$93.2K0.01%013F-HRTimeline
Abel Hall, LLC10,000$90.5K0.04%013F-HRTimeline
MAI Capital Management8,931$80.8K<0.01%+19713F-HRTimeline
GPS Wealth Strategies Group, LLC8,493$76.9K0.01%013F-HRTimeline
Advisory Services Network, LLC8,335$75.4K<0.01%new13F-HRTimeline
CITY HOLDING CO6,000$54.3K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA5,500$49.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,500$40.7K<0.01%+3,50013F-HRTimelineGroup
Parkside Financial Bank & Trust4,500$40.7K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.3,500$31.7K0.01%013F-HRTimeline
MATHER GROUP, LLC.3,040$27.5K<0.01%new13F-HRTimeline
Hurley Capital, LLC2,831$25.6K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,747$24.9K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.2,250$20.4K0.01%013F-HRTimeline
Arax Advisory Partners2,000$18.1K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,925$17.4K<0.01%013F-HRTimeline
Kilter Group LLC1,530$13.8K0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,495$13.5K<0.01%13F-HRTimelineGroup
ESL Trust Services, LLC1,150$10.4K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,150$10.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,115$10.1K<0.01%+2413F-HRTimeline
TSFG, LLC1,129$10K<0.01%+2513F-HRTimeline
AMERIFLEX GROUP, INC.1,050$9.5K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,000$9.05K<0.01%new13F-HRTimeline
Caldwell Trust Co720$6.52K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.651$5.89K<0.01%+1413F-HRTimeline
CENTRAL TRUST Co430$3.89K<0.01%new13F-HRTimeline
Guerra Advisors Inc420$3.8K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC407$3.68K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC335$3.06K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC250$2.26K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO220$2K<0.01%013F-HR/ATimelineGroup
Bernard Wealth Management Corp.205$1.86K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.200$1.81K<0.01%-15013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP132$1.18K<0.01%-11513F-HRTimelineGroup