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Disclosery

XEXGX EATON VANCE TAX-MANAGED GLOB

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COM (fund)

257 managers (259 13F filers) reported a position in XEXGX shares at 2025-03-31, 67,758,301 shares in all. 12 filers opened a position and 25 filers sold out during the quarter.

Managers
257
13F filers
259
New
12
Added
99
Reduced
56
Sold out
25
Shares held by filers
67,758,301

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY23,083,016$188M0.01%-120,80913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.4,344,707$35.4M0.01%-55,46313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,656,673$21.6M<0.01%+30,97513F-HRTimelineGroup
LPL Financial LLC2,648,786$21.6M0.01%+1,786,32213F-HRTimeline
Karpus Management, Inc.2,485,763$20.2M0.66%-225,96413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,238,024$18.2M0.01%+24,91313F-HRTimelineGroup
1607 Capital Partners, LLC2,207,936$18M1.45%-442,55813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,535,852$12.5M0.02%-33,55513F-HRTimelineGroup
Advisors Asset Management, Inc.1,415,946$11.5M0.22%-37,00213F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,406,094$11.4M<0.01%+140,50413F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,318,690$10.7M0.01%+131,03113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,310,829$10.7M<0.01%+53,21113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,182,566$9.63M0.01%+50,53113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,124,524$9.15M0.09%+3,66513F-HRTimelineGroup
Formidable Asset Management, LLC1,022,041$8.32M1.39%-28,12113F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,009,690$8.22M0.02%-90,00013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC872,476$7.1M<0.01%+68,65613F-HRTimelineGroup
HighTower Advisors, LLC750,441$6.11M0.01%-8,97413F-HRTimeline
UBS Group AGin group UBS Group AG696,427$5.67M<0.01%+32,75013F-HRTimelineGroup
Snowden Capital Advisors LLC686,473$5.59M0.18%+3,96313F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC662,027$5.31M0.13%-557,20313F-HRTimelineGroup
Janney Montgomery Scott LLC624,054$5.08M0.01%-32,69313F-HRTimeline
Prosperity Consulting Group, LLC604,050$4.92M0.38%+19,10113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…587,673$4.78M0.09%+23,25413F-HRTimelineGroup
Focused Wealth Management, Inc550,333$4.48M0.61%+20,15513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.481,346$3.92M0.01%+100,86513F-HRTimelineGroup
CoreCap Advisors, LLC419,464$3.41M0.15%+8,29013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…376,654$3.07M0.01%-18,13913F-HRTimelineGroup
Cambridge Investment Research Advisors,…312,908$2.55M0.01%+32,96813F-HRTimeline
Polar Asset Management Partners Inc.296,350$2.41M0.08%+60,23013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC284,913$2.32M<0.01%+48,31213F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC262,660$2.14M0.18%+141,67613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC239,044$1.95M0.02%+30,22513F-HRTimelineGroup
Marks Group Wealth Management, Inc230,456$1.88M0.18%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP198,254$1.61M<0.01%+5,16113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL197,075$1.6M<0.01%-7,19413F-HRTimeline
Cetera Investment Advisers194,976$1.59M<0.01%-16,24513F-HRTimeline
Avestar Capital, LLC189,400$1.54M0.15%+73,70013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding182,108$1.48M-67,257Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…174,865$1.42M<0.01%+7613F-HRTimelineGroup
COMERICA BANK168,587$1.37M0.01%-5,33213F-HRTimeline
Pointe Capital Management LLC159,532$1.3M0.76%-7,10013F-HRTimeline
High Net Worth Advisory Group LLC149,839$1.22M0.34%013F-HRTimeline
one8zero8, LLC135,550$1.1M0.26%+2,30013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC128,261$1.04M<0.01%-40013F-HR/ATimelineGroup
Advisor Resource Council127,752$1.04M0.08%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC124,970$1.02M0.02%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…120,223$979K0.01%-60,40413F-HRTimeline
NewEdge Advisors, LLC116,761$950K0.01%+15,67713F-HRTimeline
Sheaff Brock Investment Advisors, LLC116,058$945K0.09%+1713F-HRTimeline
SteelPeak Wealth, LLC112,946$919K0.04%-58,28313F-HRTimeline
MGB Wealth Management, LLC112,644$919K0.33%+56,32213F-HRTimeline
Clarius Group, LLC107,906$878K0.06%+90,63813F-HRTimeline
Sanctuary Advisors, LLC106,097$864K0.01%-31,68813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…101,544$827K<0.01%+69513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.101,064$823K0.05%-2,02313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…99,725$812K<0.01%013F-HR/ATimelineGroup
Northstar Advisory Group, LLC99,270$808K0.53%-3213F-HRTimeline
Integrated Wealth Concepts LLC99,046$806K0.01%+5713F-HRTimeline
Morey & Quinn Wealth Partners, LLC93,772$763K0.63%+5,40013F-HRTimeline
D.A. DAVIDSON & CO.90,284$735K0.01%+34413F-HRTimeline
Leo Wealth, LLC88,886$724K0.1%013F-HRTimeline
BEARING POINT CAPITAL, LLC86,000$700K0.15%013F-HRTimeline
NWF Advisory Services Inc.80,925$659K0.09%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC80,000$651K0.59%013F-HRTimeline
Dakota Wealth Management77,260$629K0.01%+3013F-HRTimeline
&PARTNERS74,797$610K0.01%+63013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …72,839$593K0.01%+17,99213F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…71,819$587K0.02%+2113F-HRTimelineGroup
Logan Stone Capital, LLC67,108$546K0.25%-263,05013F-HRTimeline
J.W. COLE ADVISORS, INC.66,653$543K0.02%+12,33413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP64,146$522K<0.01%-1,03413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…63,754$519K0.05%-88713F-HRTimeline
MML INVESTORS SERVICES, LLC61,634$502K<0.01%+26,20813F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC60,982$496K<0.01%-2,43913F-HRTimelineGroup
Merit Financial Group, LLC59,464$484K0.01%+2,28713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC58,807$479K0.02%+1,23413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…56,789$462K<0.01%+11,87513F-HRTimeline
WEALTH EFFECTS LLC52,249$425K0.18%+1613F-HRTimeline
David J Yvars Group51,684$421K0.33%+1,50713F-HRTimeline
NorthCoast Asset Management LLC49,392$402K<0.01%+22,22713F-HR/ATimeline
Investmark Advisory Group LLC47,697$388K0.19%-14713F-HRTimeline
Arkadios Wealth Advisors47,060$383K0.01%013F-HRTimeline
Avory & Company, LLC47,060$383K0.25%013F-HRTimeline
Kovack Advisors, Inc.46,990$382K0.04%-3,21713F-HRTimeline
Compound Planning, Inc.46,361$377K0.02%+73213F-HRTimeline
WEDBUSH SECURITIES INC46,070$375K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding44,647$363K+1,500Timeline
Baker Avenue Asset Management, LP44,500$362K0.01%013F-HRTimeline
SAXON INTERESTS, INC.43,895$357K0.17%+42113F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.43,551$355K0.28%+7,24313F-HRTimeline
PFG Investments, LLC41,667$339K0.02%+64213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth40,543$330K<0.01%-30,81113F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,121$318K<0.01%+28,58813F-HRTimelineGroup
Creative Planningin group Creative Planning39,035$318K<0.01%+1,19013F-HRTimelineGroup
Sunpointe, LLC38,765$316K0.17%+15,33513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC38,300$312K0.01%-10,45013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC37,500$305K<0.01%+85213F-HRTimelineGroup
Farther Finance Advisors, LLC37,132$302K0.01%+96713F-HRTimeline
Cranbrook Wealth Management, LLC36,924$301K0.07%013F-HRTimeline
Mill Creek Capital Advisors, LLC35,659$290K0.01%+2,50013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,469$289K<0.01%new13F-HR/ATimelineGroup
Stockman Wealth Management, Inc.34,679$282K0.04%013F-HRTimeline
Semus Wealth Partners LLC33,842$275K0.19%+78713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK33,531$273K<0.01%-1,20013F-HRTimelineGroup
Mendel Capital Management LLC33,500$273K0.17%013F-HRTimeline
Atria Wealth Solutions, Inc.33,429$272K<0.01%-48713F-HRTimeline
Sage Capital Management, LLC32,431$264K0.14%-14,00013F-HRTimeline
Garden State Investment Advisory Servic…31,585$257K0.08%-3,24613F-HRTimeline
Diligent Investors, LLC31,274$255K0.06%+3,50013F-HRTimeline
Post Resch Tallon Group Inc.31,212$254K0.26%+23113F-HRTimeline
MKT Advisors LLC34,911$252K0.12%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC30,630$249K<0.01%-1,33513F-HRTimelineGroup
Private Advisor Group, LLC29,667$241K<0.01%+213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC29,629$241K0.09%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers29,307$239K<0.01%+1,59413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.27,844$227K<0.01%+3,78513F-HRTimeline
Stonebridge Financial Planning Group, L…27,815$226K0.1%+6613F-HRTimeline
SeaCrest Wealth Management, LLC27,456$223K0.03%013F-HRTimeline
Moors & Cabot, Inc.27,317$222K0.01%+4,13013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP27,214$222K0.01%013F-HRTimeline
Global Assets Advisory, LLC27,950$217K0.04%+13,99313F-HRTimeline
Horan Securities, Inc.25,617$209K0.08%+17113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP25,571$208K0.02%013F-HRTimeline
Successful Portfolios LLC24,794$202K0.14%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,644$201K<0.01%+21313F-HRTimelineGroup
Focus Financial Network, Inc.24,470$199K0.01%+35913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,332$198K<0.01%-13,73413F-HRTimeline
Heritage Wealth Management, Inc.23,885$194K0.07%new13F-HRTimeline
Warther Private Wealth, LLC23,675$193K0.06%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC23,369$190K0.11%013F-HRTimeline
HBK Sorce Advisory LLC23,345$190K0.01%-5,50213F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC22,597$184K0.1%013F-HRTimeline
COMMONS CAPITAL, LLC22,539$183K0.17%+1,53113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,717$177K0.01%+1,90613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,500$175K<0.01%-4,07213F-HRTimelineGroup
Syverson Strege & Co21,138$172K0.06%+2213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC20,591$168K0.02%-2,20013F-HRTimeline
Moloney Securities Asset Management, LLC20,422$166K0.02%+17213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC20,402$166K0.04%013F-HRTimeline
Amplius Wealth Advisors, LLC20,000$163K0.02%013F-HRTimeline
Venture Visionary Partners LLC19,300$157K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources19,133$156K<0.01%013F-HRTimelineGroup
Empower Advisory Group, LLC19,000$155K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC18,830$153K<0.01%+4,55613F-HRTimelineGroup
First Heartland Consultants, Inc.18,251$149K0.02%+5,42513F-HRTimeline
B. Riley Wealth Advisors, Inc.18,161$148K<0.01%+35313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,001$147K<0.01%new13F-HRTimeline
BANK OF STOCKTON18,000$147K0.05%013F-HRTimeline
CHOREO, LLC17,951$146K<0.01%-4,73913F-HRTimeline
Meridian Wealth Advisors, LLC17,936$146K0.02%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC17,764$145K0.04%+2,72613F-HRTimeline
KPP Advisory Services LLC17,710$144K0.03%-2513F-HRTimeline
WealthBridge Capital Management, LLC17,257$140K0.04%013F-HRTimeline
Strait & Sound Wealth Management LLC17,200$140K0.07%013F-HRTimeline
Prospera Financial Services Inc17,173$140K<0.01%+1,99413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,002$138K<0.01%-3,00013F-HRTimelineGroup
Gladstone Institutional Advisory LLC16,880$137K0.01%013F-HRTimeline
Waverly Advisors, LLC16,317$133K<0.01%+2,33113F-HRTimeline
Parisi Gray Wealth Management15,962$130K0.04%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,779$128K<0.01%013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co15,377$125K<0.01%013F-HRTimelineGroup
Capital CS Group, LLC15,231$124K0.21%-5913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…14,895$121K0.01%-1,50013F-HRTimeline
Herold Advisors, Inc.14,749$120K0.03%-40013F-HRTimeline
Summit Investment Advisory Services, LLC14,601$119K0.06%+34113F-HRTimeline
Van Hulzen Asset Management, LLC14,350$117K0.01%013F-HRTimeline
Catalina Capital Group, LLC13,995$114K0.08%013F-HRTimeline
Plante Moran Financial Advisors, LLC13,417$109K0.01%-24113F-HRTimeline
Sunbelt Securities, Inc.13,413$109K0.01%-29,19313F-HRTimeline
VSM Wealth Advisory, LLC13,215$108K0.04%+1813F-HRTimeline
Waterfront Wealth Inc.12,558$102K0.02%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC12,250$99.7K0.01%new13F-HRTimeline
Investment Partners Asset Management, I…12,184$99.2K0.08%013F-HRTimeline
Modern Wealth Management, LLC12,082$98.3K<0.01%013F-HR/ATimeline
Gateway Wealth Partners, LLC11,935$97.2K0.02%-2013F-HRTimeline
Sonora Investment Management Group, LLC11,710$95.3K0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC11,587$94.3K0.01%+23213F-HRTimeline
Welch & Forbes LLC11,500$93.6K<0.01%013F-HRTimeline
Insight Advisors, LLC/ PA11,500$93.6K0.02%013F-HRTimeline
Blue Chip Partners, LLC11,486$93.5K0.01%013F-HRTimeline
Perennial Investment Advisors, LLC11,384$92.7K0.01%013F-HRTimeline
SK Wealth Management, LLC12,216$91K0.05%+28413F-HRTimeline
SAX WEALTH ADVISORS, LLC11,142$90.7K0.01%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,896$88.7K<0.01%013F-HRTimeline
Main Street Financial Solutions, LLC10,714$87.2K0.01%-21,51313F-HRTimeline
Princeton Global Asset Management LLC10,526$85.7K0.02%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,261$83.5K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.10,000$81.4K<0.01%013F-HRTimeline
NewEdge Wealth, LLC10,000$81.4K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC10,000$81.4K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,950$81K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC9,900$80.6K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB9,000$73.3K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,791$71.6K<0.01%+1,55313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management8,608$70.1K<0.01%+15013F-HRTimelineGroup
PFS Partners, LLC8,414$68.5K0.04%+19613F-HRTimeline
Activest Wealth Management8,158$66.4K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.7,978$64K0.01%+7,97113F-HRTimeline
Gen-Wealth Partners Inc7,800$63.5K0.03%013F-HRTimeline