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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
Impact Partnership Wealth, LLC11,084$109K0.01%+22413F-HRTimeline
Convergence Financial, LLC10,784$106K0.01%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC10,683$105K0.01%013F-HRTimeline
Princeton Global Asset Management LLC10,526$103K0.01%013F-HRTimeline
Gateway Wealth Partners, LLC10,275$101K0.01%-10,27513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,115$99.2K<0.01%+4913F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC10,092$99K0.01%new13F-HRTimeline
URS Advisory LLC10,054$98.6K0.05%new13F-HRTimeline
Attessa Capital LLC10,031$98.4K0.04%new13F-HRTimeline
FOCUSED ALPHA, LLC10,005$98.1K0.03%new13F-HRTimeline
Blue Trust, Inc.10,000$98.1K<0.01%013F-HRTimeline
PFS Partners, LLC9,381$92K0.04%+19313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,360$91.8K<0.01%+6213F-HRTimelineGroup
Plante Moran Financial Advisors, LLC9,218$90.4K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB9,000$88.3K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…8,892$87.2K0.01%+13813F-HRTimeline
Continuum Advisory, LLC8,000$78.5K0.01%new13F-HRTimeline
Gen-Wealth Partners Inc7,800$76.5K0.02%013F-HRTimeline
Caldwell Trust Co6,749$66.2K0.01%013F-HRTimeline
IFG Advisory, LLC6,739$66.1K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,500$63.8K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC6,390$62.7K0.03%013F-HRTimeline
SOA Wealth Advisors, LLC.5,518$54.1K0.01%+8813F-HRTimeline
Clean Yield Group5,231$51.3K0.01%new13F-HRTimeline
Cypress Capital Management LLC (WY)5,000$49K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,000$49K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,000$49K0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC4,825$47.3K<0.01%+9813F-HRTimeline
Bogart Wealth, LLC4,538$44.5K<0.01%013F-HRTimeline
Parallel Advisors, LLC4,037$39.6K<0.01%013F-HRTimeline
PETERSON WEALTH MANAGEMENT3,675$36.1K0.02%013F-HRTimeline
Geneos Wealth Management Inc.3,622$35.5K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC3,500$34.3K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,350$32.9K<0.01%013F-HRTimeline
EASTERN BANK3,206$31.5K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA2,900$28.4K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC2,883$27.9K<0.01%+3813F-HRTimeline
Financial Management Professionals, Inc.2,828$27.7K<0.01%013F-HRTimeline
LRI Investments, LLC2,734$26.8K<0.01%013F-HRTimeline
American Capital Advisory, LLC2,650$26K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,648$26K0.01%013F-HRTimeline
Bollard Group LLC2,573$25K<0.01%+5313F-HRTimeline
Global Retirement Partners, LLC2,541$24.9K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA2,500$24.5K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,461$24.1K<0.01%-913F-HRTimelineGroup
SHP Wealth Management2,200$21.6K<0.01%new13F-HRTimeline
CENTRAL TRUST Co2,000$19.6K<0.01%013F-HRTimeline
CITY HOLDING CO2,000$19.6K<0.01%013F-HRTimeline
Towne Trust Company, N.A1,998$19.6K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,953$19.2K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,000$19K<0.01%+86513F-HRTimelineGroup
Axiom Investment Management LLC1,936$19K0.01%+66113F-HRTimeline
IFP Advisors, Inc1,887$18.5K<0.01%+88713F-HRTimeline
Hughes Financial Services, LLC1,872$18.4K<0.01%013F-HRTimeline
TD Capital Management LLC1,799$17.6K<0.01%013F-HRTimeline
Larson Financial Group LLC1,550$15.2K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,500$14.7K<0.01%013F-HRTimeline
WPG Advisers, LLC1,500$14.7K0.01%013F-HRTimeline
Clark Wealth Partners1,500$14.7K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,480$14.5K<0.01%013F-HRTimelineGroup
Highland Investment Advisors LLC1,402$13.8K0.01%13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,395$13.7K<0.01%-16,82513F-HRTimeline
AdvisorNet Financial, Inc1,329$13K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC1,225$12K0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC1,154$11.2K0.01%+2413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC1,092$10.7K<0.01%new13F-HRTimeline
GAMMA Investing LLC937$9.19K<0.01%-1613F-HRTimeline
Atlantic Edge Private Wealth Management…900$8.83K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.841$8.25K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.800$7.85K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC805$7.83K<0.01%013F-HRTimeline
POM Investment Strategies, LLC750$7.36K0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC680$6.67K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC555$5.35K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.520$5.1K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.500$4.91K<0.01%013F-HRTimeline
Harborfront Financial Group LLC445$4.37K0.02%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…429$4.21K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC362$3.55K<0.01%013F-HRTimeline
Key Financial Inc349$3.42K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC310$3.04K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC300$2.94K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.300$2.94K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.296$2.9K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO273$2.63K<0.01%013F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/250$2.45K<0.01%013F-HRTimeline
Tidemark, LLC218$2.14K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.150$1.47K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC101$991<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC53$517<0.01%013F-HRTimeline
Trust Co20$196<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$9<0.01%013F-HRTimeline