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Disclosery

XEXGX EATON VANCE TAX-MANAGED GLOB

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COM (fund)

273 managers (275 13F filers) reported a position in XEXGX shares at 2025-06-30, 67,844,687 shares in all. 27 filers opened a position and 12 filers sold out during the quarter.

Managers
273
13F filers
275
New
27
Added
88
Reduced
65
Sold out
12
Shares held by filers
67,844,687

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
Blue Trust, Inc.10,000$87.5K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC10,000$87.5K0.06%013F-HRTimeline
Parallel Advisors, LLC9,819$85.9K<0.01%+3,98213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC9,700$84.9K<0.01%-20013F-HRTimeline
Plante Moran Financial Advisors, LLC9,218$80.7K0.01%-4,19913F-HRTimeline
Wilmington Savings Fund Society, FSB9,000$78.8K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,855$77.5K<0.01%+6413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,715$76.3K<0.01%+10713F-HRTimelineGroup
PFS Partners, LLC8,613$75.4K0.04%+19913F-HRTimeline
Activest Wealth Management8,158$71.4K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.7,998$69K0.01%+2013F-HRTimeline
Gen-Wealth Partners Inc7,800$68.2K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,992$61.2K<0.01%-1,61613F-HRTimelineGroup
Caldwell Trust Co6,749$59.1K0.01%013F-HRTimeline
WFA of San Diego, LLC6,650$58.2K0.04%13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS6,552$57.3K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,500$56.9K<0.01%new13F-HRTimelineGroup
Millstone Evans Group, LLC6,390$55.9K0.04%013F-HRTimeline
North Star Investment Management Corp.6,187$54.1K<0.01%+14313F-HRTimeline
Cypress Capital Management LLC (WY)5,000$43.8K0.05%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,000$43.8K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,000$43.8K0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC4,932$43.2K0.01%+10213F-HRTimeline
Pinnacle Bancorp, Inc.4,623$40.5K0.01%new13F-HRTimeline
Bogart Wealth, LLC4,538$39.7K<0.01%+58513F-HRTimeline
BARRETT & COMPANY, INC.4,350$38.1K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.3,990$34.9K0.01%+9213F-HRTimeline
Hughes Financial Services, LLC3,630$31.6K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,350$29.3K<0.01%013F-HRTimeline
EASTERN BANK3,206$28.1K<0.01%013F-HRTimeline
MAI Capital Management3,146$27.5K<0.01%013F-HRTimeline
IFP Advisors, Inc2,971$26K<0.01%+1,27113F-HRTimeline
BOKF, NAin group BOKF, NA2,900$25.4K<0.01%-4,00013F-HRTimelineGroup
Financial Management Professionals, Inc.2,828$24.7K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP3,000$24.4K0.01%13F-HRTimeline
LRI Investments, LLC2,734$23.9K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC2,669$23.2K<0.01%+8113F-HRTimeline
American Capital Advisory, LLC2,650$23.2K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,648$23.2K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,500$21.9K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,461$21.5K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.2,353$20.6K<0.01%+4313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,333$20.4K<0.01%new13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,253$19.7K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,875$16.4K<0.01%13F-HRTimeline
TD Capital Management LLC1,799$15.7K<0.01%013F-HRTimeline
WPG Advisers, LLC1,650$14.4K0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,605$14.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,583$13.9K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,500$13.1K0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,465$12.8K<0.01%013F-HRTimeline
GAMMA Investing LLC1,265$11.1K<0.01%-9513F-HRTimeline
VISION FINANCIAL MARKETS LLC1,060$9.27K0.01%+2513F-HRTimeline
WEBSTER BANK, N. A.1,000$8.75K<0.01%013F-HRTimeline
Avion Wealth1,000$8K<0.01%013F-HR/ATimeline
Atlantic Edge Private Wealth Management…900$7.88K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC850$7.44K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC842$7K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.800$7K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…429$3.75K<0.01%-713F-HRTimelineGroup
ORG Partners LLC390$3.42K<0.01%013F-HRTimeline
Key Financial Inc349$3.05K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.334$3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group334$2.92K<0.01%new13F-HR/ATimeline
Beacon Capital Management, LLC305$2.67K<0.01%+713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.296$2.59K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/250$2.19K<0.01%new13F-HRTimeline
Tidemark, LLC200$1.75K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO159$1.39K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC100$873<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC91$796<0.01%-12313F-HRTimelineGroup
MONTAG & CALDWELL, LLC55$481<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.