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Disclosery

XEXGX EATON VANCE TAX-MANAGED GLOB

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COM (fund)

286 managers (288 13F filers) reported a position in XEXGX shares at 2025-12-31, 67,653,171 shares in all. 30 filers opened a position and 22 filers sold out during the quarter.

Managers
286
13F filers
288
New
30
Added
91
Reduced
62
Sold out
22
Shares held by filers
67,653,171

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Investment Partners Asset Management, I…11,184$107K0.07%013F-HRTimeline
FOCUSED ALPHA, LLC10,874$104K0.03%13F-HRTimeline
AE Wealth Management LLC10,684$102K<0.01%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC10,683$102K0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC10,675$102K0.01%+22413F-HRTimeline
Impact Partnership Wealth, LLC10,571$101K0.01%+22113F-HRTimeline
Princeton Global Asset Management LLC10,526$100K0.02%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,279$98K<0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC10,275$97.9K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,017$95.5K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.10,000$95.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC9,968$95K<0.01%+7413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,302$88.7K<0.01%+32013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC9,218$87.8K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB9,000$85.8K<0.01%013F-HRTimeline
PFS Partners, LLC8,994$85.7K0.04%+18913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,920$85K<0.01%+10213F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors8,750$83.4K0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…8,623$82.2K0.01%13F-HRTimeline
Activest Wealth Management8,158$77.7K0.01%013F-HRTimeline
Gen-Wealth Partners Inc7,800$74.3K0.02%013F-HRTimeline
Caldwell Trust Co6,749$64.3K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,500$61.9K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC6,390$60.9K0.04%013F-HRTimeline
SOA Wealth Advisors, LLC.5,340$50.9K0.01%+8613F-HRTimeline
Cypress Capital Management LLC (WY)5,000$47.6K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,000$47.6K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,000$47.6K0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC4,628$44.1K0.01%+9713F-HRTimeline
Bogart Wealth, LLC4,538$43.2K<0.01%013F-HRTimeline
CITY HOLDING CO4,000$38.1K<0.01%-2,00013F-HRTimeline
Hughes Financial Services, LLC3,630$34.6K0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,622$34.5K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,350$31.9K<0.01%013F-HRTimeline
EASTERN BANK3,206$30.6K<0.01%013F-HRTimeline
FIRST HORIZON CORP2,925$27.9K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA2,900$27.6K<0.01%013F-HRTimelineGroup
CX Institutional2,820$27K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.2,828$27K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC2,765$26.7K<0.01%+5713F-HRTimeline
Jessup Wealth Management, Inc2,794$26.6K0.01%new13F-HRTimeline
LRI Investments, LLC2,734$26.1K<0.01%013F-HRTimeline
American Capital Advisory, LLC2,650$25.3K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,648$25.2K0.01%013F-HRTimeline
Garton & Associates Financial Advisors …2,620$25K0.01%13F-HRTimeline
PRIVATE TRUST CO NA2,500$23.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,470$23.5K<0.01%013F-HRTimelineGroup
Arax Advisory Partners2,456$23.4K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,246$21.4K<0.01%+85713F-HRTimelineGroup
CENTRAL TRUST Co2,000$19.1K<0.01%013F-HRTimeline
Towne Trust Company, N.A1,998$19K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,953$18.6K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,875$17.9K<0.01%013F-HRTimeline
TD Capital Management LLC1,799$17.1K<0.01%013F-HRTimeline
IFP Advisors, Inc1,700$16.2K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,687$16.1K0.01%013F-HRTimelineGroup
MAI Capital Management1,615$15.4K<0.01%-50013F-HRTimeline
FMR LLCin group FMR LLC1,583$15.1K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,500$14.3K0.01%013F-HRTimeline
WPG Advisers, LLC1,500$14.3K0.01%-15013F-HRTimeline
Parkside Financial Bank & Trust1,465$14K<0.01%013F-HRTimeline
GAMMA Investing LLC1,265$12.1K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,106$10.5K0.01%+2313F-HRTimeline
Avion Wealth1,000$9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC987$9K<0.01%new13F-HRTimelineGroup
Atlantic Edge Private Wealth Management…900$8.58K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…858$8.18K<0.01%new13F-HRTimelineGroup
Wealth Preservation Advisors, LLC850$8.1K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.841$8.02K<0.01%-3,78213F-HRTimeline
Salomon & Ludwin, LLC805$7.7K<0.01%-80013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10$7.62K<0.01%+113F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC680$6.48K<0.01%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.500$4.76K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…429$4.09K<0.01%013F-HRTimelineGroup
ORG Partners LLC390$3.72K<0.01%013F-HRTimeline
Key Financial Inc349$3.33K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC300$2.86K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.296$2.82K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/250$2.38K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC225$2.13K<0.01%+12513F-HRTimeline
Tidemark, LLC200$1.91K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO159$1.52K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC125$1.19K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.75$715<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13$124<0.01%-1913F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1$8<0.01%new13F-HRTimeline