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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
MORGAN STANLEYin group MORGAN STANLEY24,202,274$231M0.01%+194,66213F-HR/ATimelineGroup
LPL Financial LLC3,765,738$35.9M0.01%+73,58013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.3,704,086$35.3M<0.01%-250,28413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,675,253$25.5M<0.01%-7,57013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,106,875$20.1M0.01%+6,69913F-HRTimelineGroup
Karpus Management, Inc.1,467,837$14M0.43%-67,60113F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,399,404$13.3M<0.01%+34,07913F-HRTimelineGroup
Janney Montgomery Scott LLC1,343,304$12.8M0.03%+22,87813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,295,890$12.3M0.09%-6,42313F-HRTimelineGroup
Advisors Asset Management, Inc.1,272,644$12.1M0.2%-95,99713F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,256,736$12M<0.01%-149,17913F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,206,604$11.5M0.02%-55,32713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,032,558$9.84M0.01%+46,90013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC988,803$9.42M<0.01%+12,26313F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.964,977$9.2M0.02%013F-HRTimelineGroup
Formidable Asset Management, LLC916,333$8.34M1.21%-63,76613F-HRTimeline
HighTower Advisors, LLC833,136$7.94M0.01%-1,89513F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…802,308$7.64M0.09%+74,27813F-HRTimelineGroup
Prosperity Consulting Group, LLC728,693$6.94M0.31%+31,30113F-HRTimeline
UBS Group AGin group UBS Group AG702,936$6.7M<0.01%-38,66013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC700,350$6.67M0.01%-34,64813F-HRTimeline
Snowden Capital Advisors LLC662,922$6.32M0.16%-113F-HRTimeline
Focused Wealth Management, Inc607,374$5.79M0.61%+56,65413F-HRTimeline
SAM Advisors, LLC513,474$4.89M1.55%-4713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.510,639$4.87M0.01%-8,92713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding482,543$4.6M+129,320Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…471,129$4.49M0.01%+76,84913F-HR/ATimelineGroup
Cetera Investment Advisers460,671$4.39M<0.01%+71,00413F-HRTimeline
NewEdge Advisors, LLC442,419$4.22M0.02%+30,14413F-HRTimeline
CoreCap Advisors, LLC410,529$3.91M0.14%+1,37613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC360,568$3.44M0.24%+66,33013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC292,254$2.79M<0.01%+12,24413F-HRTimelineGroup
Cambridge Investment Research Advisors,…290,178$2.77M0.01%-54613F-HRTimeline
Shaker Financial Services, LLC265,118$2.53M0.8%+195,97913F-HRTimeline
Fund Advisors of America Inc/FL237,955$2.27M2.08%13F-HRTimeline
Marks Group Wealth Management, Inc230,456$2.2M0.21%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP207,776$1.93M<0.01%+8,55713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…189,555$1.81M<0.01%+10,78413F-HR/ATimelineGroup
&PARTNERS179,722$1.71M0.01%+103,05313F-HRTimeline
BLAIR WILLIAM & CO/IL176,178$1.68M<0.01%-3,79713F-HRTimeline
COMERICA BANK160,890$1.53M0.01%-3,46613F-HRTimeline
Avestar Capital, LLC155,700$1.48M0.1%-39,50013F-HRTimeline
High Net Worth Advisory Group LLC151,790$1.45M0.33%-11,04913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC146,641$1.4M0.02%-6,51913F-HRTimelineGroup
Pointe Capital Management LLC145,488$1.39M0.69%-14,04413F-HRTimeline
Mariner, LLCin group Mariner, LLC143,663$1.37M<0.01%+89013F-HRTimelineGroup
one8zero8, LLC139,150$1.33M0.29%+1,00013F-HRTimeline
Steward Partners Investment Advisory, L…138,291$1.32M0.01%+10113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC132,641$1.26M<0.01%+2,77113F-HR/ATimelineGroup
1607 Capital Partners, LLC129,714$1.24M0.08%-124,79213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …125,596$1.2M0.02%-4,81213F-HRTimelineGroup
Allworth Financial LP125,244$1.19M<0.01%+6,96013F-HRTimeline
S Harris Financial Group, LLC118,953$1.13M1.09%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth116,685$1.1M<0.01%+18,34113F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC111,505$1.06M0.76%+7,31813F-HRTimeline
Clarius Group, LLC107,906$1.03M0.06%013F-HRTimeline
Northstar Advisory Group, LLC106,042$1.01M0.36%+4,38513F-HRTimeline
Integrated Wealth Concepts LLC106,036$1.01M0.01%+9,44113F-HRTimeline
Sanctuary Advisors, LLC100,882$961K0.01%-5,84113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…99,725$950K<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.95,226$908K0.01%+4,76713F-HRTimeline
Kovack Advisors, Inc.94,528$901K0.04%+40,48113F-HR/ATimeline
BEARING POINT CAPITAL, LLC94,000$896K0.14%013F-HRTimeline
CENTAURUS FINANCIAL, INC.93,362$890K0.04%+1,67713F-HRTimeline
Leo Wealth, LLC88,886$847K0.06%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…79,955$762K0.05%+7,00113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP71,112$678K<0.01%+5,99013F-HR/ATimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC70,000$667K0.44%-10,00013F-HRTimeline
NWF Advisory Services Inc.66,225$631K0.07%-15,40013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…64,761$617K0.02%-5,12913F-HRTimelineGroup
Merit Financial Group, LLC64,544$615K<0.01%+4,65413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…63,839$608K<0.01%-3,00013F-HRTimelineGroup
David J Yvars Group62,561$594K0.32%+7,24913F-HRTimeline
Diligent Investors, LLC61,636$587K0.14%+30,59213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,486$586K<0.01%+17,43913F-HRTimelineGroup
PFG Investments, LLC59,482$567K0.03%+5,67113F-HRTimeline
Creative Planningin group Creative Planning56,753$541K<0.01%+15,98913F-HRTimelineGroup
MGB Wealth Management, LLC55,822$532K0.15%-14613F-HRTimeline
WEDBUSH SECURITIES INC54,552$520K0.02%+6,15713F-HRTimeline
Dakota Wealth Management54,085$515K0.01%013F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC53,649$511K0.01%+8713F-HRTimeline
Summit Financial, LLC53,622$511K0.01%-3,50013F-HRTimeline
JGP Wealth Management, LLC52,500$500K0.05%new13F-HRTimeline
IFC Advisors LLC51,967$495K0.07%-11,66913F-HRTimeline
Farther Finance Advisors, LLC51,556$491K0.01%+2,13413F-HRTimeline
Investmark Advisory Group LLC50,164$478K0.2%+63913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding48,448$462K-384Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,189$459K<0.01%-239,52213F-HRTimelineGroup
WEALTH EFFECTS LLC48,067$458K0.14%-3,50013F-HRTimeline
Compound Planning, Inc.46,361$442K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC43,811$418K<0.01%-21,80113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,457$414K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,860$404K<0.01%-3,41413F-HRTimeline
Sound Income Strategies, LLC41,604$398K0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.69,625$384K0.01%-6,96813F-HRTimeline
Sunpointe, LLC39,272$374K0.12%+65813F-HRTimeline
Post Resch Tallon Group Inc.39,145$373K0.32%+1,97113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC37,825$360K<0.01%+32513F-HRTimelineGroup
Cranbrook Wealth Management, LLC36,924$352K0.07%013F-HRTimeline
Semus Wealth Partners LLC36,167$345K0.19%+75413F-HRTimeline
Mill Creek Capital Advisors, LLC35,659$340K0.01%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP35,106$335K0.02%+10,07713F-HRTimeline
Stockman Wealth Management, Inc.34,529$329K0.04%013F-HR/ATimeline
PMG Family Office LLC34,491$329K0.38%+513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK33,531$320K<0.01%013F-HRTimelineGroup
MKT Advisors LLC33,111$317K0.11%-2513F-HRTimeline
Moors & Cabot, Inc.32,741$312K0.01%+10,50113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,340$308K<0.01%-21013F-HRTimelineGroup
Focus Financial Network, Inc.32,321$308K0.01%+95013F-HRTimeline
Amplius Wealth Advisors, LLC32,157$306K0.03%+65713F-HRTimeline
COMMONS CAPITAL, LLC30,886$294K0.21%+3,14313F-HRTimeline
Closed-End Fund Advisors, Inc.30,625$292K0.17%13F-HRTimeline
Garden State Investment Advisory Servic…30,374$289K0.07%-74613F-HRTimeline
OpenArc Corporate Advisory, LLC30,255$288K<0.01%13F-HRTimeline
Navis Wealth Advisors, LLC30,100$287K0.12%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC29,629$282K0.06%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC29,493$281K0.02%13F-HRTimeline
Advisory Advocates, LLC28,922$276K0.27%13F-HRTimeline
Private Advisor Group, LLC28,675$273K<0.01%+213F-HRTimeline
First Heartland Consultants, Inc.28,498$272K0.02%+6713F-HRTimeline
Successful Portfolios LLC27,794$270K0.14%+3,00013F-HRTimeline
Stonebridge Financial Planning Group, L…28,009$267K0.1%+6313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC28,003$267K<0.01%+1,74513F-HRTimelineGroup
Sage Capital Management, LLC27,431$261K0.12%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP27,214$259K0.01%013F-HRTimeline
M Holdings Securities, Inc.27,023$258K0.02%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,250$250K0.01%-1,75013F-HRTimelineGroup
HORAN Wealth, LLC26,122$249K0.04%+16513F-HRTimeline
Z3 Capital Partners, LLC25,950$247K0.06%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers25,835$246K<0.01%-1,84913F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.25,385$242K0.01%-60,79313F-HRTimelineGroup
HBK Sorce Advisory LLC23,729$229K0.01%013F-HRTimeline
DECISION INVESTMENTS, INC22,720$217K0.24%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,556$205K0.01%+913F-HRTimeline
Beaumont Financial Advisors, LLC21,260$203K0.01%new13F-HRTimeline
EP Wealth Advisors, LLC21,190$202K<0.01%13F-HRTimeline
SeaCrest Wealth Management, LLC20,366$196K0.02%-4,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.20,178$192K<0.01%+7,37813F-HRTimeline
Heritage Wealth Management, Inc.20,135$192K0.05%013F-HRTimeline
Blue Water Asset Management20,007$191K0.07%13F-HRTimeline
Diversified Portfolios, Inc.19,900$190K0.02%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,827$189K<0.01%new13F-HRTimeline
BNB Wealth Management, LLC19,797$189K0.12%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,592$187K<0.01%-53313F-HRTimeline
Arlington Capital Management, Inc.19,398$185K0.11%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Venture Visionary Partners LLC19,300$184K0.01%013F-HRTimeline
MBL Wealth, LLC19,150$182K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources19,133$182K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management19,088$182K0.01%+39213F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …19,000$181K<0.01%013F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC18,969$181K0.09%+50013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC18,801$179K<0.01%-14,43313F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC18,599$177K0.01%+1,35713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC18,397$175K0.01%013F-HRTimeline
Main Street Financial Solutions, LLC18,384$175K0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…18,357$175K0.02%+4,10913F-HRTimeline
Meridian Wealth Advisors, LLC17,936$171K0.02%013F-HRTimeline
KPP Advisory Services LLC17,710$169K0.02%013F-HRTimeline
Founders Financial Alliance, LLC17,595$168K0.03%+2,22313F-HRTimeline
Harbour Wealth Management Group, Inc.17,388$166K0.13%13F-HRTimeline
MCDONALD PARTNERS LLC17,200$164K0.05%new13F-HRTimeline
Strait & Sound Wealth Management LLC17,200$164K0.06%013F-HRTimeline
Piedmont Capital Management, LLC/NC17,054$163K0.11%13F-HRTimeline
Gladstone Institutional Advisory LLC16,780$160K0.01%-10013F-HRTimeline
WealthBridge Capital Management, LLC16,657$159K0.04%-60013F-HRTimeline
Black Diamond Financial, LLC16,427$157K0.02%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…16,295$155K0.01%-20013F-HR/ATimeline
Waverly Advisors, LLC15,961$152K<0.01%+15013F-HRTimeline
Retirement Solution LLC15,799$151K0.03%+33213F-HRTimeline
Summit Investment Advisory Services, LLC15,602$149K0.06%+32513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co15,377$147K<0.01%013F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC14,746$141K0.06%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,363$137K<0.01%-219,32713F-HRTimelineGroup
Van Hulzen Asset Management, LLC14,350$137K0.01%013F-HRTimeline
Catalina Capital Group, LLC14,050$134K0.08%+7913F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co13,847$132K0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.13,736$131K0.01%+7313F-HRTimeline
Empirical Financial Services, LLC d.b.a…13,680$130K<0.01%-55013F-HRTimeline
Herold Advisors, Inc.13,677$130K0.03%-97213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,355$127K<0.01%new13F-HRTimelineGroup
Waterfront Wealth Inc.12,602$122K0.02%+1613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC12,700$121K0.01%013F-HRTimeline
Cresset Asset Management, LLC12,666$121K<0.01%+9613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,208$120K<0.01%-113F-HRTimelineGroup
Prospera Financial Services Inc12,597$120K<0.01%+1,75713F-HRTimeline
TWO SIGMA SECURITIES, LLC12,409$118K0.02%new13F-HRTimeline
World Investment Advisors12,197$116K<0.01%new13F-HR/ATimeline
Beacon Pointe Advisors, LLC12,117$115K<0.01%-2513F-HRTimeline
Modern Wealth Management, LLC12,082$115K<0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,065$115K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.11,966$114K0.01%+1913F-HRTimeline
DAVENPORT & Co LLC11,925$114K<0.01%+1,92113F-HRTimeline
EVOKE WEALTH, LLC11,733$112K<0.01%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC11,717$112K0.04%013F-HRTimeline
Naviter Wealth, LLC11,661$111K0.01%new13F-HRTimeline
IEQ CAPITAL, LLC11,550$110K<0.01%013F-HRTimeline
WealthSpring Partners, LLC11,545$110K0.11%13F-HRTimeline
Welch & Forbes LLC11,500$110K<0.01%013F-HRTimeline
Insight Advisors, LLC/ PA11,500$110K0.02%013F-HRTimeline
Blue Chip Partners, LLC11,486$109K0.01%013F-HRTimeline