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Disclosery

EXG EATON VANCE TAX-MANAGED GLOB

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COM (common), issuer CIK 1379438

292 managers (296 13F filers) reported a position in EXG shares at 2026-06-30, 67,684,920 shares in all. 30 filers opened a position and 28 filers sold out during the quarter.

Managers
292
13F filers
296
New
30
Added
97
Reduced
62
Sold out
28
Shares held by filers
67,684,920

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY23,489,771$230M0.01%+1,21913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.3,913,341$38.4M<0.01%+185,89613F-HRTimelineGroup
LPL Financial LLC3,850,419$37.8M0.01%+63,02813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,815,014$27.6M0.01%+593,63713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,706,507$26.6M<0.01%+19,40113F-HRTimelineGroup
Janney Montgomery Scott LLC1,803,728$17.7M0.03%+403,31913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,525,827$15M<0.01%+116,74413F-HRTimelineGroup
Advisors Asset Management, Inc.1,394,695$13.7M0.21%+65,90913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,320,347$13M<0.01%-60,57913F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,308,282$12.8M0.02%+121,13113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,187,886$11.7M0.01%-9,84913F-HRTimelineGroup
Karpus Management, Inc.1,166,515$11.4M0.33%-11,97713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,153,034$11.3M0.07%-78,37913F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,074,977$10.5M0.02%+25,00013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC992,464$9.73M<0.01%+29,63913F-HRTimelineGroup
HighTower Advisors, LLC864,184$8.48M0.01%+4,03513F-HRTimeline
Prosperity Consulting Group, LLC774,470$7.6M0.29%+32,72613F-HRTimeline
Formidable Asset Management, LLC834,092$7.22M1.15%-9,30713F-HRTimeline
UBS Group AGgroup of 2 filers holding709,935$6.96M-6,689Timeline
Snowden Capital Advisors LLC659,084$6.47M0.15%+2,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.614,239$6.03M0.01%+55,17113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…610,403$5.99M0.01%+110,91413F-HRTimelineGroup
Focused Wealth Management, Inc600,489$5.89M0.52%+1,95513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding572,202$5.61M-26,646Timeline
SAM Advisors, LLC541,443$5.31M1.45%+18,90013F-HRTimeline
NewEdge Advisors, LLC430,935$4.23M0.01%-2,97513F-HRTimeline
CoreCap Advisors, LLC419,094$4.11M0.12%+4,91013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC364,315$3.57M<0.01%+9,22413F-HRTimeline
Cambridge Investment Research Advisors,…348,664$3.42M0.01%+43,80313F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC325,834$3.2M0.3%-38,45513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC287,733$2.82M<0.01%-4,26513F-HRTimelineGroup
Cetera Investment Advisers263,368$2.58M<0.01%-192,64513F-HRTimeline
Fund Advisors of America Inc/FL247,613$2.43M2.2%+73913F-HRTimeline
Marks Group Wealth Management, Inc219,290$2.15M0.19%013F-HRTimeline
&PARTNERS210,466$2.06M0.01%+4,59313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP208,565$2.05M<0.01%-4,23913F-HRTimelineGroup
BEARING POINT CAPITAL, LLC181,100$1.78M0.24%+85,50013F-HRTimeline
BLAIR WILLIAM & CO/IL171,945$1.69M<0.01%-3,28313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…166,821$1.64M<0.01%+1,81613F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC160,396$1.57M0.02%-30,44113F-HRTimelineGroup
High Net Worth Advisory Group LLC150,690$1.48M0.31%-1,10013F-HRTimeline
Steward Partners Investment Advisory, L…150,507$1.48M0.01%+13,58313F-HRTimeline
Pointe Capital Management LLC150,408$1.48M0.66%-17,69913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…147,939$1.45M<0.01%-14,66413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC147,674$1.45M<0.01%+1,61913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC137,678$1.35M<0.01%-8,67913F-HRTimelineGroup
one8zero8, LLC137,650$1.35M0.27%-1,50013F-HRTimeline
Avestar Capital, LLC135,200$1.33M0.08%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC132,165$1.3M0.02%-5,26513F-HRTimelineGroup
Allworth Financial LP130,473$1.28M0.01%+5,42413F-HRTimeline
S Harris Financial Group, LLC122,010$1.2M0.93%+1,22513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth119,926$1.18M<0.01%+39,97613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…110,725$1.09M<0.01%+11,00013F-HRTimelineGroup
Integrated Wealth Concepts LLC108,322$1.06M0.01%-6,73913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV106,788$1.05M<0.01%-57,14113F-HR/ATimeline
Morey & Quinn Wealth Partners, LLC106,205$1.04M0.67%-5,30013F-HRTimeline
Kovack Advisors, Inc.105,953$1.03M0.05%+3,43913F-HRTimeline
Northstar Advisory Group, LLC104,953$1.03M0.32%-13313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC99,312$974K<0.01%+56,73613F-HRTimelineGroup
D.A. DAVIDSON & CO.95,454$936K0.01%+4713F-HRTimeline
Sanctuary Advisors, LLC94,037$922K<0.01%-1,53013F-HRTimeline
CENTAURUS FINANCIAL, INC.90,448$887K0.03%-1,29313F-HRTimeline
Shaker Financial Services, LLC87,594$859K0.27%-120,36613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…85,585$840K0.02%+20,82413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…80,816$786K0.05%-7,70113F-HRTimeline
J.W. COLE ADVISORS, INC.70,977$696K0.01%+41,62313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP68,452$672K<0.01%-1,05413F-HR/ATimelineGroup
Merit Financial Group, LLC63,910$627K<0.01%-29413F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC63,682$625K<0.01%+25,85713F-HRTimelineGroup
Creative Planningin group Creative Planning63,644$624K<0.01%+6,01213F-HRTimelineGroup
Diligent Investors, LLC62,746$616K0.14%+50213F-HRTimeline
Beacon Pointe Advisors, LLC62,497$613K<0.01%new13F-HRTimeline
NWF Advisory Services Inc.62,025$608K0.06%-4,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,061$599K<0.01%+8,06813F-HRTimelineGroup
COMMONS CAPITAL, LLC59,008$579K0.41%+5,47113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…58,844$577K<0.01%-94513F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd56,520$554K0.01%new13F-HRTimelineGroup
PFG Investments, LLC55,546$545K0.02%+43113F-HRTimeline
David J Yvars Group55,071$535K0.26%-7,86013F-HRTimeline
WEDBUSH SECURITIES INC53,882$529K0.01%+2,40013F-HRTimeline
Post Resch Tallon Group Inc.53,606$526K0.36%+14,23413F-HRTimeline
Investmark Advisory Group LLC53,389$524K0.2%+65213F-HRTimeline
Farther Finance Advisors, LLC52,959$520K<0.01%-6013F-HRTimeline
JGP Wealth Management, LLC52,500$515K0.05%013F-HRTimeline
Dakota Wealth Management52,410$514K0.01%+25013F-HRTimeline
Summit Financial, LLC51,998$510K0.01%-89913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS51,755$508K<0.01%-1,00013F-HRTimeline
MML INVESTORS SERVICES, LLC50,996$500K<0.01%+7,80213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding48,222$473K+504Timeline
INDEPENDENT FINANCIAL GROUP, LLC48,182$473K0.01%-2,91113F-HRTimeline
WEALTH EFFECTS LLC47,972$471K0.13%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK46,301$454K<0.01%013F-HRTimelineGroup
Compound Planning, Inc.44,512$437K0.01%-1,84913F-HRTimeline
Advisors Capital Management, LLC44,154$433K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,788$400K<0.01%+2513F-HRTimeline
Sunpointe, LLC40,436$397K0.11%-1413F-HRTimeline
HARBOUR INVESTMENTS, INC.39,508$388K0.01%+11213F-HRTimeline
Semus Wealth Partners LLC37,705$370K0.18%+76413F-HRTimeline
First Heartland Consultants, Inc.37,170$365K0.02%+8,56813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,102$364K<0.01%-53,48213F-HRTimelineGroup
PMG Family Office LLC37,093$364K0.34%+1,35913F-HRTimeline
Cranbrook Wealth Management, LLC36,924$362K0.07%013F-HRTimeline
Advisory Advocates, LLC34,922$343K0.29%+6,00013F-HRTimeline
Stockman Wealth Management, Inc.34,529$339K0.04%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC33,937$333K<0.01%+1,78413F-HRTimelineGroup
OpenArc Corporate Advisory, LLC33,851$332K<0.01%013F-HRTimeline
Focus Financial Network, Inc.33,004$324K0.01%+23513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP32,743$321K<0.01%+5,52913F-HRTimeline
IFC Advisors LLC32,195$316K0.04%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP32,191$316K0.01%-1,53513F-HRTimeline
Amplius Wealth Advisors, LLC32,185$316K0.02%+1413F-HRTimeline
Blue Water Asset Management31,578$310K0.1%+64013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,404$308K<0.01%-1,31413F-HRTimelineGroup
Integrity Advisory Solutions, LLC31,212$306K0.03%new13F-HRTimeline
Private Advisor Group, LLC30,366$298K<0.01%+1,68813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC29,629$291K0.06%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC28,615$281K<0.01%+30413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,169$276K<0.01%+12,24313F-HRTimelineGroup
Stonebridge Financial Planning Group, L…28,138$276K0.09%+6413F-HRTimeline
EP Wealth Advisors, LLC28,121$276K<0.01%+6,93113F-HRTimeline
Sage Capital Management, LLC27,431$269K0.11%013F-HRTimeline
Main Street Financial Solutions, LLC27,358$268K0.02%+4,85013F-HRTimeline
M Holdings Securities, Inc.27,222$262K0.04%+4013F-HRTimeline
Mendel Capital Management LLC26,700$262K0.12%013F-HRTimeline
HORAN Wealth, LLC26,586$261K0.03%+46413F-HR/ATimeline
MCDONALD PARTNERS LLC26,462$260K0.06%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers25,785$252K<0.01%-4413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,550$251K0.01%-70013F-HRTimelineGroup
Closed-End Fund Advisors, Inc.25,022$245K0.24%+1,07613F-HRTimeline
Successful Portfolios LLC24,394$238K0.11%-40013F-HRTimeline
HBK Sorce Advisory LLC23,729$235K<0.01%013F-HRTimeline
Garden State Investment Advisory Servic…23,901$234K0.05%-7,71213F-HRTimeline
Moors & Cabot, Inc.23,827$234K0.01%-10213F-HRTimeline
Kingsbury Capital Investment Advisors L…23,051$226K0.19%+40713F-HRTimeline
KMT WEALTH MANAGEMENT, LLC23,051$226K0.19%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…22,463$220K0.02%+36113F-HRTimeline
Prospera Financial Services Inc22,102$217K<0.01%+90213F-HRTimeline
Silver Coast Investments LLC21,500$211K0.06%new13F-HRTimeline
MGO ONE SEVEN LLC21,267$209K<0.01%new13F-HRTimeline
Beaumont Financial Advisors, LLC21,260$209K0.01%013F-HRTimeline
Logan Stone Capital, LLC21,002$206K0.04%-27,32713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC20,883$205K0.01%-67413F-HRTimeline
Arlington Capital Management, Inc.20,710$203K0.13%+65913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources20,133$198K<0.01%013F-HRTimelineGroup
Arax Advisory Partners20,120$197K<0.01%new13F-HRTimeline
Diversified Portfolios, Inc.19,900$195K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,893$195K0.01%+40113F-HRTimelineGroup
BNB Wealth Management, LLC19,797$194K0.11%013F-HRTimeline
LANARK FINANCIAL, INC.19,790$194K0.01%+1913F-HRTimeline
DECISION INVESTMENTS, INC19,744$194K0.18%-12013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,402$190K0.01%013F-HRTimelineGroup
Venture Visionary Partners LLC19,300$189K0.01%013F-HRTimeline
SeaCrest Wealth Management, LLC19,166$188K0.02%013F-HRTimeline
MBL Wealth, LLC19,150$188K0.01%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …19,000$186K<0.01%013F-HRTimelineGroup
MAI Capital Management18,948$186K<0.01%+13,68313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC18,801$184K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC18,458$181K0.02%+3213F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC18,323$180K<0.01%+22213F-HRTimeline
Meridian Wealth Advisors, LLC17,936$176K0.02%013F-HRTimeline
Waverly Advisors, LLC17,292$170K<0.01%013F-HRTimeline
Clearstead Advisors, LLC17,268$169K<0.01%-198,54413F-HRTimeline
Strait & Sound Wealth Management LLC17,200$169K0.06%013F-HRTimeline
Piedmont Capital Management, LLC/NC17,054$167K0.1%013F-HRTimeline
Gladstone Institutional Advisory LLC16,780$165K0.01%013F-HRTimeline
WealthBridge Capital Management, LLC16,657$163K0.03%013F-HRTimeline
Harbour Wealth Management Group, Inc.16,425$161K0.11%-47013F-HRTimeline
SAX WEALTH ADVISORS, LLC18,527$160K0.01%-7213F-HRTimeline
Heritage Wealth Management, Inc.16,291$160K0.04%013F-HRTimeline
Summit Investment Advisory Services, LLC16,270$160K0.04%+33313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.16,144$159K<0.01%-32913F-HRTimeline
KPP Advisory Services LLC15,725$154K0.02%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co15,377$151K<0.01%013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,999$147K<0.01%+28613F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.14,861$146K<0.01%new13F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC14,469$142K0.06%013F-HRTimeline
Black Diamond Financial, LLC14,371$141K0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC14,350$141K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC13,997$137K0.04%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC13,800$135K0.01%+30013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,722$135K<0.01%-29113F-HRTimelineGroup
Herold Advisors, Inc.13,677$135K0.03%013F-HRTimeline
Cresset Asset Management, LLC12,794$126K<0.01%+9613F-HRTimeline
Allied Private Wealth LLC12,819$125K0.08%13F-HRTimeline
Modern Wealth Management, LLC12,475$122K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12,448$122K<0.01%-47713F-HRTimelineGroup
Waterfront Wealth Inc.12,139$119K0.02%+1713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,931$117K<0.01%-17713F-HRTimeline
DAVENPORT & Co LLC11,925$117K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding11,546$113K0Timeline
WealthSpring Partners, LLC11,545$113K0.1%013F-HRTimeline
Csenge Advisory Group11,525$113K<0.01%new13F-HRTimeline
Welch & Forbes LLC11,500$113K<0.01%013F-HRTimeline
Insight Advisors, LLC/ PA11,500$113K0.02%013F-HRTimeline
Blue Chip Partners, LLC11,486$113K0.01%013F-HRTimeline
Foundations Investment Advisors, LLC11,212$110K<0.01%new13F-HRTimeline
Investment Partners Asset Management, I…11,184$110K0.06%013F-HRTimeline
WEALTH ALLIANCE, LLC11,135$109K0.01%+22913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,123$109K<0.01%-40213F-HRTimelineGroup
Advisory Solutions Group, LLC11,110$109K0.04%13F-HRTimeline