Skip to content
Disclosery

XEXGX EATON VANCE TAX-MANAGED GLOB

Follow

COM (fund)

292 managers (296 13F filers) reported a position in XEXGX shares at 2026-03-31, 66,636,904 shares in all. 31 filers opened a position and 21 filers sold out during the quarter.

Managers
292
13F filers
296
New
31
Added
99
Reduced
69
Sold out
21
Shares held by filers
66,636,904

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
KINGSWOOD WEALTH ADVISORS, LLC12,108$105K<0.01%+4313F-HRTimeline
DAVENPORT & Co LLC11,925$103K<0.01%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC11,717$101K0.03%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding11,546$100K+2,796Timeline
WealthSpring Partners, LLC11,545$100K0.09%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,525$99.8K<0.01%-1,68313F-HRTimelineGroup
Welch & Forbes LLC11,500$99.6K<0.01%013F-HRTimeline
Insight Advisors, LLC/ PA11,500$99.6K0.02%013F-HRTimeline
Blue Chip Partners, LLC11,486$99.5K0.01%013F-HRTimeline
Investment Partners Asset Management, I…11,184$96.9K0.06%013F-HRTimeline
WEALTH ALLIANCE, LLC10,906$94.4K0.01%+23113F-HRTimeline
Impact Partnership Wealth, LLC10,860$94K0.01%+28913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC10,683$92.5K0.01%013F-HRTimeline
Princeton Global Asset Management LLC10,526$91.2K0.01%013F-HRTimeline
Destiny Wealth Partners, LLC10,493$90.9K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,066$87.2K<0.01%+4913F-HRTimelineGroup
Blue Trust, Inc.10,000$86.6K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,298$80.5K<0.01%-413F-HRTimelineGroup
Plante Moran Financial Advisors, LLC9,218$79.8K0.01%013F-HRTimeline
PFS Partners, LLC9,188$79.6K0.04%+19413F-HRTimeline
Wilmington Savings Fund Society, FSB9,000$77.9K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…8,754$75.8K0.01%+13113F-HRTimeline
Activest Wealth Management8,158$70.6K0.01%013F-HRTimeline
Gen-Wealth Partners Inc7,800$67.5K0.02%013F-HRTimeline
Caldwell Trust Co6,749$58.4K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,500$56.3K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC6,390$55.3K0.03%013F-HRTimeline
SOA Wealth Advisors, LLC.5,430$47K0.01%+9013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,000$46.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC5,301$45.9K<0.01%+4,31413F-HRTimelineGroup
MAI Capital Management5,265$45.6K<0.01%+3,65013F-HRTimeline
Cypress Capital Management LLC (WY)5,000$43.3K0.04%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,000$43.3K0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC4,727$40.9K<0.01%+9913F-HRTimeline
Bogart Wealth, LLC4,538$39.3K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.4,350$37.7K0.01%new13F-HRTimeline
Parallel Advisors, LLC4,037$35K<0.01%-5,93113F-HR/ATimeline
Advisory Services Network, LLC3,831$33.2K<0.01%new13F-HRTimeline
PETERSON WEALTH MANAGEMENT3,675$31.8K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.3,622$31.4K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,350$29K<0.01%013F-HRTimeline
EASTERN BANK3,206$27.8K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC2,845$26.8K<0.01%+8013F-HRTimeline
BOKF, NAin group BOKF, NA2,900$25.1K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.2,828$24.5K<0.01%013F-HRTimeline
LRI Investments, LLC2,734$23.7K<0.01%013F-HRTimeline
American Capital Advisory, LLC2,650$22.9K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,648$22.9K0.01%013F-HRTimeline
Bollard Group LLC2,520$22K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,500$21.6K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,470$21.4K<0.01%013F-HRTimelineGroup
CX Institutional2,460$21K<0.01%-36013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,188$19K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CENTRAL TRUST Co2,000$17.3K<0.01%013F-HRTimeline
CITY HOLDING CO2,000$17.3K<0.01%-2,00013F-HRTimeline
Towne Trust Company, N.A1,998$17.3K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,953$16.9K<0.01%013F-HR/ATimelineGroup
Hughes Financial Services, LLC1,872$16.2K<0.01%-1,75813F-HRTimeline
TD Capital Management LLC1,799$15.6K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,500$13K<0.01%013F-HRTimeline
WPG Advisers, LLC1,500$13K0.01%013F-HRTimeline
Clark Wealth Partners1,500$13K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,480$12.8K<0.01%-10313F-HRTimelineGroup
Parkside Financial Bank & Trust1,465$12.7K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,329$11.5K<0.01%new13F-HRTimeline
Axiom Investment Management LLC1,275$11K0.01%13F-HRTimeline
VISION FINANCIAL MARKETS LLC1,130$9.78K0.01%+2413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,135$9.43K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,000$8.66K<0.01%-70013F-HRTimeline
GAMMA Investing LLC953$8.25K<0.01%-31213F-HRTimeline
Avion Wealth1,000$8K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…900$7.79K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.841$7.28K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC805$7.1K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.800$6.93K<0.01%+79013F-HRTimelineGroup
POM Investment Strategies, LLC750$6.5K0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC680$5.89K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC555$4.59K<0.01%+33013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.500$4.33K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…429$3.71K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC362$3.13K<0.01%new13F-HRTimeline
Key Financial Inc349$3.02K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC310$2.69K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC300$2.6K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.296$2.56K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO273$2.26K<0.01%+11413F-HR/ATimelineGroup
TRUST CO OF TOLEDO NA /OH/250$2.17K<0.01%013F-HRTimeline
Tidemark, LLC218$1.89K<0.01%+1813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…100$866<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…55$476<0.01%+4213F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC53$468<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$8<0.01%013F-HRTimeline