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Disclosery

XEXGX EATON VANCE TAX-MANAGED GLOB

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COM (fund)

264 managers (266 13F filers) reported a position in XEXGX shares at 2025-09-30, 67,454,852 shares in all. 23 filers opened a position and 26 filers sold out during the quarter.

Managers
264
13F filers
266
New
23
Added
87
Reduced
57
Sold out
26
Shares held by filers
67,454,852

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
Caldwell Trust Co6,749$61.4K0.01%013F-HRTimeline
WFA of San Diego, LLC6,650$60.5K0.04%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS6,552$59.6K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,500$59.1K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC6,390$58.1K0.04%013F-HRTimeline
CITY HOLDING CO6,000$54.6K0.01%new13F-HRTimeline
North Star Investment Management Corp.5,286$48.1K<0.01%-90113F-HRTimeline
SOA Wealth Advisors, LLC.5,254$47.8K0.01%+1,26413F-HRTimeline
Cypress Capital Management LLC (WY)5,000$45.5K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,000$45.5K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,000$45.5K0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.4,623$42.1K0.01%013F-HRTimeline
Bogart Wealth, LLC4,538$41.3K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC4,531$41.2K<0.01%-40113F-HRTimeline
BARRETT & COMPANY, INC.4,350$39.6K0.01%013F-HRTimeline
Advisory Services Network, LLC3,859$35.1K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC3,630$33.6K0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,622$33K<0.01%+1,26913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,350$30.5K<0.01%013F-HRTimeline
EASTERN BANK3,206$29.2K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA2,900$26.4K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.2,828$25.7K<0.01%013F-HRTimeline
LRI Investments, LLC2,734$24.9K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC2,708$24.8K<0.01%+3913F-HRTimeline
Wealthspire Advisors, LLC2,659$24.2K<0.01%new13F-HRTimeline
American Capital Advisory, LLC2,650$24.1K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,648$24.1K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,500$22.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,470$22.5K<0.01%+913F-HRTimelineGroup
MAI Capital Management2,115$19.2K<0.01%-1,03113F-HRTimeline
CENTRAL TRUST Co2,000$18.2K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,953$17.8K<0.01%-30013F-HRTimelineGroup
Global Retirement Partners, LLC1,875$17.1K<0.01%013F-HRTimeline
TD Capital Management LLC1,799$16.4K<0.01%013F-HRTimeline
IFP Advisors, Inc1,700$15.5K<0.01%-1,27113F-HR/ATimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,687$15.4K0.01%new13F-HRTimelineGroup
WPG Advisers, LLC1,650$15K0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,605$14.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,583$14.4K<0.01%013F-HRTimelineGroup
Kilter Group LLC1,530$13.9K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,500$13.7K<0.01%013F-HR/ATimeline
Parkside Financial Bank & Trust1,465$13.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,389$12.6K<0.01%+1,29813F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC1,268$11.5K<0.01%new13F-HRTimeline
GAMMA Investing LLC1,265$11.5K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,083$9.86K0.01%+2313F-HRTimeline
Avion Wealth1,000$9K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…900$8.19K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC850$7.74K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9$7.28K<0.01%-79113F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…429$3.9K<0.01%013F-HRTimelineGroup
ORG Partners LLC390$3.55K<0.01%013F-HRTimeline
Key Financial Inc349$3.2K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC300$2.73K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.296$2.69K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/250$2.27K<0.01%013F-HRTimeline
Rossby Financial, LCC225$2.06K<0.01%new13F-HRTimeline
Tidemark, LLC200$1.82K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO159$1.45K<0.01%013F-HR/ATimelineGroup
Root Financial Partners, LLC125$1.14K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP114$1.02K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC100$902<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…32$291<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.10$00%-32413F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.