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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
MORGAN STANLEYin group MORGAN STANLEY24,007,612$218M0.01%+474,61113F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.3,954,370$36M0.01%+34,04913F-HRTimelineGroup
LPL Financial LLC3,692,158$33.6M0.01%+690,77913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,682,823$24.4M<0.01%-17,28713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,100,176$19.1M0.01%-207,77513F-HRTimelineGroup
Karpus Management, Inc.1,535,438$14M0.44%-323,54913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,405,915$12.8M<0.01%+57,29613F-HRTimelineGroup
Advisors Asset Management, Inc.1,368,641$12.5M0.21%+12,15913F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,365,325$12.4M<0.01%-24,17313F-HRTimelineGroup
Janney Montgomery Scott LLC1,320,426$12M0.03%+683,67113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,302,313$11.9M0.09%+96,94013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,261,931$11.5M0.02%-13,26313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP985,658$8.97M0.01%-366,78413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC976,540$8.88M<0.01%+23,94613F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.964,977$8.78M0.02%-59,71313F-HRTimelineGroup
Formidable Asset Management, LLC980,099$8.58M1.35%-41,94213F-HRTimeline
HighTower Advisors, LLC835,031$7.6M0.01%+3,46213F-HRTimeline
UBS Group AGin group UBS Group AG741,596$6.75M<0.01%+39,76413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC734,998$6.69M0.01%-445,61213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…728,030$6.62M0.08%+122,46413F-HRTimelineGroup
Prosperity Consulting Group, LLC697,392$6.35M0.31%+43,78013F-HRTimeline
Snowden Capital Advisors LLC662,923$6.03M0.16%+113F-HRTimeline
Focused Wealth Management, Inc550,720$5.01M0.54%+1,91713F-HRTimeline
SAM Advisors, LLC513,521$4.67M1.51%+6,14013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.519,566$4.66M0.01%+23,50213F-HRTimelineGroup
NewEdge Advisors, LLC412,275$3.75M0.02%+307,72913F-HRTimeline
CoreCap Advisors, LLC409,153$3.72M0.14%-7,94013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…394,280$3.59M0.01%+1,56413F-HRTimelineGroup
Cetera Investment Advisers389,667$3.55M<0.01%+196,94513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding353,223$3.21M+79,772Timeline
Polar Asset Management Partners Inc.310,236$2.82M0.06%+6,79213F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC294,238$2.68M0.18%+2,07913F-HRTimeline
Cambridge Investment Research Advisors,…290,724$2.65M0.01%+2,16413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC287,711$2.62M<0.01%+1,92113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC280,010$2.55M<0.01%013F-HRTimelineGroup
1607 Capital Partners, LLC254,506$2.32M0.17%-1,143,59113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC233,690$2.13M0.02%-1,77513F-HRTimelineGroup
Marks Group Wealth Management, Inc230,456$2.1M0.19%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP199,219$1.81M<0.01%+8,18113F-HRTimelineGroup
Avestar Capital, LLC195,200$1.78M0.13%+5,50013F-HRTimeline
BLAIR WILLIAM & CO/IL179,975$1.64M<0.01%-17,00013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…178,771$1.63M<0.01%+6,67413F-HRTimelineGroup
COMERICA BANK164,356$1.5M0.01%+3,38813F-HRTimeline
High Net Worth Advisory Group LLC162,839$1.48M0.36%+13,00013F-HRTimeline
Pointe Capital Management LLC159,532$1.45M0.71%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC153,160$1.39M0.02%+10,26813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC142,773$1.3M<0.01%+16,38113F-HRTimelineGroup
Steward Partners Investment Advisory, L…138,190$1.26M0.01%+19,51513F-HRTimeline
one8zero8, LLC138,150$1.26M0.27%+20,15013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …130,408$1.19M0.01%+31,37113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC129,870$1.18M<0.01%-12,49113F-HRTimelineGroup
Allworth Financial LP118,284$1.08M<0.01%+113F-HRTimeline
Clarius Group, LLC107,906$982K0.06%013F-HRTimeline
Sanctuary Advisors, LLC106,723$971K0.01%-39813F-HR/ATimeline
Morey & Quinn Wealth Partners, LLC104,187$948K0.7%013F-HRTimeline
Northstar Advisory Group, LLC101,657$925K0.38%-55713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…99,725$908K<0.01%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth98,344$898K<0.01%+29,93013F-HRTimelineGroup
Integrated Wealth Concepts LLC96,595$879K0.01%-120,21613F-HRTimeline
BEARING POINT CAPITAL, LLC94,000$855K0.15%+8,00013F-HRTimeline
CENTAURUS FINANCIAL, INC.91,685$834K0.04%-10813F-HRTimeline
D.A. DAVIDSON & CO.90,459$823K0.01%+87613F-HRTimeline
Leo Wealth, LLC88,886$809K0.1%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.86,178$784K0.03%new13F-HRTimelineGroup
NWF Advisory Services Inc.81,625$743K0.08%+1,00013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC80,000$728K0.52%013F-HRTimeline
&PARTNERS76,669$698K<0.01%+1,22913F-HRTimeline
J.W. COLE ADVISORS, INC.76,593$697K0.01%-12,58513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…72,954$641K0.05%+1,00013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…69,890$636K0.04%+21,39313F-HRTimelineGroup
Shaker Financial Services, LLC69,139$629K0.22%+27,29913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…66,839$608K<0.01%+6,53513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC65,612$597K<0.01%+1,53713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP65,122$593K<0.01%+1,05413F-HRTimelineGroup
IFC Advisors LLC63,636$579K0.11%-2,89813F-HRTimeline
Merit Financial Group, LLC59,890$545K0.01%-4,89213F-HR/ATimeline
Summit Financial, LLC57,122$520K0.01%013F-HRTimeline
MGB Wealth Management, LLC55,968$509K0.14%013F-HRTimeline
David J Yvars Group55,312$501K0.27%-17713F-HRTimeline
Dakota Wealth Management54,085$492K0.01%-5,44013F-HR/ATimeline
Kovack Advisors, Inc.54,047$492K0.05%+1,09813F-HRTimeline
PFG Investments, LLC53,811$490K0.03%+12,11213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC53,562$487K0.01%-3,07013F-HRTimeline
WEALTH EFFECTS LLC51,567$469K0.15%013F-HRTimeline
Investmark Advisory Group LLC49,525$451K0.2%+1,18513F-HRTimeline
Farther Finance Advisors, LLC49,422$450K0.01%+3,33113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding48,832$444K+3,007Timeline
WEDBUSH SECURITIES INC48,395$440K0.01%+2,32513F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.47,930$436K0.3%+1,75513F-HRTimeline
Arkadios Wealth Advisors47,060$428K0.01%013F-HRTimeline
Avory & Company, LLC47,060$428K0.26%013F-HRTimeline
Compound Planning, Inc.46,361$422K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…45,274$416K<0.01%-17,89713F-HRTimeline
Baker Avenue Asset Management, LP44,500$405K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC44,047$401K<0.01%-85,31313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS43,457$395K<0.01%+5,05413F-HRTimeline
SAXON INTERESTS, INC.41,998$375K0.15%-1,89713F-HRTimeline
Creative Planningin group Creative Planning40,764$371K<0.01%+2,78613F-HRTimelineGroup
Sunpointe, LLC38,614$351K0.13%-5113F-HRTimeline
NorthCoast Asset Management LLC38,257$348K<0.01%-3,94913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC37,500$341K<0.01%013F-HRTimelineGroup
Post Resch Tallon Group Inc.37,174$338K0.3%-2,69713F-HRTimeline
Cranbrook Wealth Management, LLC36,924$336K0.07%013F-HRTimeline
Mill Creek Capital Advisors, LLC35,659$324K0.01%013F-HRTimeline
Semus Wealth Partners LLC35,413$322K0.18%+77213F-HRTimeline
Stockman Wealth Management, Inc.34,529$314K0.04%-15013F-HRTimeline
PMG Family Office LLC34,486$314K0.35%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK33,531$305K<0.01%013F-HRTimelineGroup
MKT Advisors LLC33,136$304K0.11%-7513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC33,234$302K<0.01%+3,95513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,550$296K<0.01%-31013F-HRTimelineGroup
Amplius Wealth Advisors, LLC31,500$287K0.02%013F-HRTimeline
Focus Financial Network, Inc.31,371$285K0.01%+1,99013F-HRTimeline
Garden State Investment Advisory Servic…31,120$283K0.07%-53613F-HRTimeline
Diligent Investors, LLC31,044$282K0.07%+60713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC29,629$270K0.07%013F-HRTimeline
Private Advisor Group, LLC28,673$261K<0.01%+313F-HRTimeline
First Heartland Consultants, Inc.28,431$259K0.02%+10,18013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC28,000$255K0.01%-4,60013F-HRTimelineGroup
Stonebridge Financial Planning Group, L…27,946$254K0.1%+6513F-HRTimeline
COMMONS CAPITAL, LLC27,743$252K0.17%+4,95913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,684$252K<0.01%-30613F-HRTimelineGroup
Sage Capital Management, LLC27,431$250K0.11%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP27,214$248K0.01%013F-HRTimeline
Mendel Capital Management LLC26,700$243K0.13%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC26,258$239K<0.01%+30613F-HRTimelineGroup
HORAN Wealth, LLC25,957$236K0.04%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP25,029$228K0.01%013F-HRTimeline
Successful Portfolios LLC24,794$226K0.13%013F-HRTimeline
SeaCrest Wealth Management, LLC24,366$225K0.02%-37213F-HRTimeline
HBK Sorce Advisory LLC23,729$216K0.01%-4,57213F-HR/ATimeline
Moors & Cabot, Inc.22,240$202K0.01%+1,07813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,547$196K0.01%013F-HRTimeline
Moloney Securities Asset Management, LLC20,764$189K0.02%+16813F-HRTimeline
Heritage Wealth Management, Inc.20,135$183K0.05%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,125$183K<0.01%+59213F-HRTimeline
Diversified Portfolios, Inc.19,900$181K0.02%013F-HRTimeline
Venture Visionary Partners LLC19,300$176K0.01%013F-HRTimeline
MBL Wealth, LLC19,150$174K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources19,133$174K<0.01%013F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …19,000$173K<0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC18,812$171K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,696$170K0.01%+11,70413F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC18,469$168K0.09%+1,10013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC18,397$167K0.01%-2,19413F-HRTimeline
Meridian Wealth Advisors, LLC17,936$163K0.02%013F-HRTimeline
KPP Advisory Services LLC17,710$161K0.02%013F-HRTimeline
WealthBridge Capital Management, LLC17,257$157K0.04%013F-HRTimeline
SAX WEALTH ADVISORS, LLC17,242$157K0.01%013F-HRTimeline
Strait & Sound Wealth Management LLC17,200$157K0.06%013F-HRTimeline
Gladstone Institutional Advisory LLC16,880$154K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…16,495$150K0.01%+1,60013F-HRTimeline
Waverly Advisors, LLC15,811$144K<0.01%013F-HRTimeline
NFSG Corp15,708$143K0.02%013F-HRTimeline
Retirement Solution LLC15,467$141K0.03%-3,22613F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co15,377$140K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC15,372$140K0.03%new13F-HRTimeline
Summit Investment Advisory Services, LLC15,277$139K0.06%+33213F-HR/ATimeline
BANK OF STOCKTON15,000$136K0.04%-3,00013F-HRTimeline
Herold Advisors, Inc.14,649$133K0.03%-31,00113F-HRTimeline
Van Hulzen Asset Management, LLC14,350$131K0.01%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,248$130K0.02%+1,12213F-HRTimeline
Empirical Financial Services, LLC d.b.a…14,230$129K<0.01%-1,00013F-HRTimeline
Catalina Capital Group, LLC13,971$127K0.08%013F-HRTimeline
Sunbelt Securities, Inc.13,663$124K0.01%-29,10213F-HRTimeline
VSM Wealth Advisory, LLC13,464$123K0.04%+5613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,209$120K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.12,800$116K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC12,700$116K0.01%+3,00013F-HRTimeline
Cresset Asset Management, LLC12,570$114K<0.01%new13F-HR/ATimeline
Waterfront Wealth Inc.12,586$114K0.02%+1713F-HRTimeline
Beacon Pointe Advisors, LLC12,142$110K<0.01%new13F-HRTimeline
Modern Wealth Management, LLC12,082$110K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.11,947$109K0.01%+3,94913F-HRTimeline
EVOKE WEALTH, LLC11,733$107K<0.01%new13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC11,717$107K0.04%-6,49813F-HRTimeline
Sonora Investment Management Group, LLC11,710$107K0.01%013F-HRTimeline
IEQ CAPITAL, LLC11,550$105K<0.01%new13F-HRTimeline
Welch & Forbes LLC11,500$105K<0.01%013F-HRTimeline
Insight Advisors, LLC/ PA11,500$105K0.02%013F-HRTimeline
Blue Chip Partners, LLC11,486$105K0.01%013F-HRTimeline
Investment Partners Asset Management, I…11,184$102K0.07%013F-HRTimeline
Prospera Financial Services Inc10,840$98.6K<0.01%-1,33313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC10,683$97.2K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC10,526$95.8K0.02%013F-HRTimeline
WEALTH ALLIANCE, LLC10,451$95.1K0.01%-61813F-HRTimeline
RFG Advisory, LLC10,401$94.7K<0.01%new13F-HRTimeline
Impact Partnership Wealth, LLC10,350$94.2K0.01%+22513F-HRTimeline
Gateway Wealth Partners, LLC10,275$93.5K0.01%-1,66013F-HRTimeline
DAVENPORT & Co LLC10,004$91K<0.01%new13F-HRTimeline
Blue Trust, Inc.10,000$91K<0.01%013F-HRTimeline
Parallel Advisors, LLC9,894$90K<0.01%+7513F-HRTimeline
Plante Moran Financial Advisors, LLC9,218$83.9K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB9,000$81.9K<0.01%013F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC8,982$81.7K<0.01%+12713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,818$80.2K<0.01%+10313F-HRTimelineGroup
PFS Partners, LLC8,805$80.1K0.04%+19213F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors8,750$79.6K0.01%-1,93513F-HRTimelineGroup
Activest Wealth Management8,158$74.2K0.02%013F-HRTimeline
Gen-Wealth Partners Inc7,800$71K0.02%013F-HRTimeline