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Disclosery

XEXGX EATON VANCE TAX-MANAGED GLOB

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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
MORGAN STANLEYin group MORGAN STANLEY23,533,001$206M0.01%+449,98513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.3,920,321$34.3M0.01%-424,38613F-HRTimelineGroup
LPL Financial LLC3,001,379$26.3M0.01%+352,59313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,700,110$23.6M<0.01%+43,43713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,307,951$20.2M0.01%+69,92713F-HRTimelineGroup
Karpus Management, Inc.1,858,987$16.3M0.52%-626,77613F-HRTimeline
1607 Capital Partners, LLC1,398,097$12.2M0.99%-809,83913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,389,498$12.2M<0.01%-16,59613F-HR/ATimelineGroup
Advisors Asset Management, Inc.1,356,482$11.9M0.21%-59,46413F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,352,442$11.8M0.01%+33,75213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,348,619$11.8M<0.01%+37,79013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,275,194$11.2M0.02%-260,65813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,205,373$10.5M0.09%+80,84913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,180,610$10.3M0.01%-1,95613F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,024,690$8.97M0.02%+15,00013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC952,594$8.32M<0.01%+80,11813F-HRTimelineGroup
Formidable Asset Management, LLC1,022,041$8.32M1.39%013F-HRTimeline
HighTower Advisors, LLC831,569$7.28M0.01%+81,12813F-HRTimeline
UBS Group AGin group UBS Group AG701,832$6.14M<0.01%+5,40513F-HRTimelineGroup
Snowden Capital Advisors LLC662,922$5.8M0.17%-23,55113F-HRTimeline
Prosperity Consulting Group, LLC653,612$5.72M0.42%+49,56213F-HRTimeline
Janney Montgomery Scott LLC636,755$5.57M0.01%+12,70113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…605,566$5.3M0.07%+17,89313F-HRTimelineGroup
Focused Wealth Management, Inc548,803$4.8M0.59%-1,53013F-HRTimeline
SAM Advisors, LLC507,381$4.44M1.54%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.496,064$4.34M0.01%+14,71813F-HR/ATimelineGroup
CoreCap Advisors, LLC417,093$3.65M0.15%-2,37113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…392,716$3.44M0.01%+16,06213F-HR/ATimelineGroup
Polar Asset Management Partners Inc.303,444$2.66M0.07%+7,09413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC292,159$2.56M0.19%+29,49913F-HRTimeline
Cambridge Investment Research Advisors,…288,560$2.52M0.01%-24,34813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC285,790$2.5M<0.01%+87713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC280,010$2.45M<0.01%+258,51013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding273,451$2.39M+91,343Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC235,465$2.06M0.02%-3,57913F-HRTimelineGroup
Marks Group Wealth Management, Inc230,456$2.02M0.19%013F-HRTimeline
Integrated Wealth Concepts LLC216,811$1.9M0.02%+117,76513F-HRTimeline
BLAIR WILLIAM & CO/IL196,975$1.72M<0.01%-10013F-HRTimeline
Cetera Investment Advisers192,722$1.69M<0.01%-2,25413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP191,038$1.67M<0.01%-7,21613F-HRTimelineGroup
Avestar Capital, LLC189,700$1.66M0.12%+30013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…172,097$1.51M<0.01%-2,76813F-HRTimelineGroup
COMERICA BANK160,968$1.41M0.01%-7,61913F-HRTimeline
Pointe Capital Management LLC159,532$1.4M0.72%013F-HRTimeline
High Net Worth Advisory Group LLC149,839$1.31M0.35%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC142,892$1.25M0.02%+17,92213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC142,361$1.25M<0.01%+14,10013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC129,360$1.13M<0.01%+93,89113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC126,392$1.11M<0.01%+107,56213F-HRTimelineGroup
Steward Partners Investment Advisory, L…118,675$1.04M0.01%-1,54813F-HRTimeline
Allworth Financial LP118,283$1.03M<0.01%+116,07613F-HRTimeline
one8zero8, LLC118,000$1.03M0.24%-17,55013F-HRTimeline
Clarius Group, LLC107,906$944K0.06%013F-HRTimeline
SteelPeak Wealth, LLC107,434$940K0.04%-5,51213F-HRTimeline
Sanctuary Advisors, LLC107,121$937K0.01%+1,02413F-HRTimeline
NewEdge Advisors, LLC104,546$915K<0.01%-12,21513F-HRTimeline
Morey & Quinn Wealth Partners, LLC104,187$912K0.73%+10,41513F-HRTimeline
Northstar Advisory Group, LLC102,214$894K0.44%+2,94413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…99,725$873K<0.01%013F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …99,037$867K0.01%+26,19813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP96,729$846K<0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.91,793$803K0.05%-9,27113F-HRTimeline
D.A. DAVIDSON & CO.89,583$784K0.01%-70113F-HRTimeline
J.W. COLE ADVISORS, INC.89,178$780K0.02%+22,52513F-HRTimeline
Leo Wealth, LLC88,886$778K0.06%013F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC88,564$775K0.02%-573,46313F-HRTimelineGroup
BEARING POINT CAPITAL, LLC86,000$752K0.14%013F-HRTimeline
NWF Advisory Services Inc.80,625$705K0.08%-30013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC80,000$700K0.56%013F-HRTimeline
&PARTNERS75,440$660K0.01%+64313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…71,954$630K0.05%+8,20013F-HRTimeline
EP Wealth Advisors, LLC69,090$605K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth68,414$599K<0.01%+27,87113F-HRTimelineGroup
IFC Advisors LLC66,534$582K0.11%new13F-HRTimeline
Merit Financial Group, LLC64,782$567K0.01%+5,31813F-HRTimeline
MML INVESTORS SERVICES, LLC64,075$561K<0.01%+2,44113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…63,171$561K<0.01%+6,38213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP64,068$561K<0.01%-7813F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.63,736$558K0.01%+30,30713F-HRTimeline
Elequin Capital, LP61,257$536K0.07%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…60,304$528K<0.01%-41,24013F-HRTimelineGroup
Dakota Wealth Management59,525$521K0.01%-17,73513F-HRTimeline
Summit Financial, LLC57,122$500K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC56,632$496K0.01%-2,17513F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC56,104$491K<0.01%-4,87813F-HRTimelineGroup
MGB Wealth Management, LLC55,968$490K0.16%-56,67613F-HRTimeline
David J Yvars Group55,489$485K0.28%+3,80513F-HRTimeline
Kovack Advisors, Inc.52,949$463K0.05%+5,95913F-HRTimeline
WEALTH EFFECTS LLC51,567$451K0.17%-68213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…48,497$424K0.02%-23,32213F-HRTimelineGroup
Investmark Advisory Group LLC48,340$423K0.2%+64313F-HRTimeline
Arkadios Wealth Advisors47,060$412K0.01%013F-HRTimeline
Avory & Company, LLC47,060$412K0.25%013F-HRTimeline
Compound Planning, Inc.46,361$406K0.02%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.46,175$404K0.31%+2,62413F-HRTimeline
Farther Finance Advisors, LLC46,091$403K0.01%+8,95913F-HRTimeline
WEDBUSH SECURITIES INC46,070$403K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding45,825$401K+1,178Timeline
Herold Advisors, Inc.45,650$399K0.08%+30,90113F-HRTimeline
Baker Avenue Asset Management, LP44,500$389K0.01%013F-HRTimeline
NorthCoast Asset Management LLC42,206$369K<0.01%-7,18613F-HRTimeline
Shaker Financial Services, LLC41,840$366K0.13%new13F-HRTimeline
PFG Investments, LLC41,699$365K0.02%+3213F-HRTimeline
SAXON INTERESTS, INC.43,895$357K0.17%013F-HRTimeline
Sunbelt Securities, Inc.42,765$349K0.03%+29,35213F-HRTimeline
Post Resch Tallon Group Inc.39,871$349K0.34%+8,65913F-HRTimeline
Sunpointe, LLC38,665$338K0.13%-10013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS38,403$336K<0.01%+20,40213F-HRTimeline
Creative Planningin group Creative Planning37,978$332K<0.01%-1,05713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC37,500$328K<0.01%013F-HRTimelineGroup
Cranbrook Wealth Management, LLC36,924$323K0.07%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.36,120$316K<0.01%+8,27613F-HRTimeline
Mill Creek Capital Advisors, LLC35,659$312K0.01%013F-HRTimeline
Stockman Wealth Management, Inc.34,679$303K0.04%013F-HRTimeline
Semus Wealth Partners LLC34,641$303K0.2%+79913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK33,531$293K<0.01%013F-HRTimelineGroup
MKT Advisors LLC33,211$292K0.12%-1,70013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,860$288K<0.01%+2,23013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,600$285K0.01%-5,70013F-HRTimelineGroup
Garden State Investment Advisory Servic…31,656$277K0.07%+7113F-HRTimeline
Amplius Wealth Advisors, LLC31,500$276K0.03%+11,50013F-HRTimeline
Diligent Investors, LLC30,437$266K0.06%-83713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC29,629$259K0.08%013F-HRTimeline
Focus Financial Network, Inc.29,381$257K0.01%+4,91113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC29,279$256K<0.01%+13,50013F-HRTimelineGroup
Private Advisor Group, LLC28,670$251K<0.01%-99713F-HRTimeline
HBK Sorce Advisory LLC28,301$248K0.01%+4,95613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,990$245K<0.01%-1,31713F-HRTimelineGroup
Stonebridge Financial Planning Group, L…27,881$244K0.1%+6613F-HRTimeline
Sage Capital Management, LLC27,431$240K0.12%-5,00013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP27,214$238K0.01%013F-HRTimeline
Mendel Capital Management LLC26,700$234K0.13%-6,80013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,952$227K<0.01%+1,30813F-HRTimelineGroup
Horan Securities, Inc.25,790$226K0.08%+17313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP25,029$219K0.01%-54213F-HRTimeline
Successful Portfolios LLC24,794$217K0.13%013F-HRTimeline
SeaCrest Wealth Management, LLC24,738$216K0.02%-2,71813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management24,664$216K<0.01%new13F-HRTimelineGroup
Warther Private Wealth, LLC23,675$207K0.05%013F-HRTimeline
COMMONS CAPITAL, LLC22,784$199K0.15%+24513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,547$189K0.01%-17013F-HRTimeline
Moors & Cabot, Inc.21,162$185K0.01%-6,15513F-HRTimeline
IFG Advisory, LLC20,937$183K0.01%new13F-HRTimeline
Moloney Securities Asset Management, LLC20,596$180K0.02%+17413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC20,591$180K0.02%013F-HRTimeline
Heritage Wealth Management, Inc.20,135$176K0.06%-3,75013F-HRTimeline
Diversified Portfolios, Inc.19,900$174K0.02%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,533$171K<0.01%-4,79913F-HRTimeline
Venture Visionary Partners LLC19,300$169K0.01%013F-HRTimeline
MBL Wealth, LLC19,150$168K0.02%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources19,133$167K<0.01%013F-HRTimelineGroup
Empower Advisory Group, LLC19,000$166K<0.01%013F-HRTimeline
Retirement Solution LLC18,693$164K0.04%new13F-HR/ATimeline
First Heartland Consultants, Inc.18,251$160K0.01%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC18,215$159K0.07%-4,38213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC18,081$158K0.04%+31713F-HRTimeline
BANK OF STOCKTON18,000$158K0.05%013F-HRTimeline
Meridian Wealth Advisors, LLC17,936$157K0.02%013F-HRTimeline
KPP Advisory Services LLC17,710$155K0.03%013F-HR/ATimeline
MATRIX PRIVATE CAPITAL GROUP LLC17,369$152K0.09%-6,00013F-HRTimeline
WealthBridge Capital Management, LLC17,257$151K0.04%013F-HRTimeline
B. Riley Wealth Advisors, Inc.17,256$151K0.01%-90513F-HRTimeline
SAX WEALTH ADVISORS, LLC17,242$151K0.01%+6,10013F-HRTimeline
Strait & Sound Wealth Management LLC17,200$150K0.06%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,002$149K<0.01%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC16,880$148K0.01%013F-HRTimeline
Parisi Gray Wealth Management15,962$140K0.04%013F-HRTimeline
Waverly Advisors, LLC15,811$138K<0.01%-50613F-HRTimeline
NFSG Corp15,708$137K0.02%new13F-HRTimeline
Capital CS Group, LLC15,399$135K0.22%+16813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co15,377$135K<0.01%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…15,230$133K<0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC15,031$132K0.01%new13F-HRTimelineGroup
Summit Investment Advisory Services, LLC14,945$131K0.06%+34413F-HR/ATimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…14,895$130K0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC14,350$126K0.01%013F-HRTimeline
Catalina Capital Group, LLC13,971$122K0.08%-2413F-HRTimeline
VSM Wealth Advisory, LLC13,408$117K0.04%+19313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,209$116K<0.01%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…13,126$115K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.12,800$112K<0.01%+2,85013F-HRTimeline
SK Wealth Management, LLC12,504$111K0.05%+28813F-HRTimeline
Waterfront Wealth Inc.12,569$110K0.02%+1113F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC12,315$108K0.01%+6513F-HRTimeline
Prospera Financial Services Inc12,173$107K<0.01%-5,00013F-HRTimeline
Modern Wealth Management, LLC12,082$106K<0.01%013F-HR/ATimeline
Gateway Wealth Partners, LLC11,935$104K0.02%013F-HRTimeline
Sonora Investment Management Group, LLC11,710$102K0.01%013F-HRTimeline
Welch & Forbes LLC11,500$101K<0.01%013F-HRTimeline
Insight Advisors, LLC/ PA11,500$101K0.02%013F-HRTimeline
Blue Chip Partners, LLC11,486$101K0.01%013F-HRTimeline
Perennial Investment Advisors, LLC11,384$99.6K0.01%013F-HRTimeline
Investment Partners Asset Management, I…11,184$97.9K0.07%-1,00013F-HRTimeline
WEALTH ALLIANCE, LLC11,069$96.8K0.01%-51813F-HRTimeline
Main Street Financial Solutions, LLC10,966$96K0.01%+25213F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,896$95.3K<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,771$94.2K<0.01%new13F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors10,685$93.5K0.01%new13F-HRTimelineGroup
Princeton Global Asset Management LLC10,526$92.1K0.02%013F-HRTimeline
Impact Partnership Wealth, LLC10,125$88.6K0.02%new13F-HRTimeline