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EXG · Eaton Vance Tax-Managed Global Diversified Equity Income Fund · Holdings

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$9.34 -0.08 (-0.85%) At close · Oct 5
Rebalance outlook locked
Market Cap
$2.93B
Shares
305.94M
Volume · Oct 5 791.8K Avg daily vol (3M) 413.59K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 298
Total Value: $663,980,387
Total Shares: 67,684,353
Showing 1–100 of 298 holdings by value · page 1 of 3

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 298 13F filers
Top Holder
34.7%
Sep 2023 → Jun 2026 · range 33.0% – 40.1%
of institutional value
Top 5
54.3%
Sep 2023 → Jun 2026 · range 50.7% – 57.1%
of institutional value
Top 10
65.2%
Sep 2023 → Jun 2026 · range 62.8% – 66.7%
of institutional value
HHI
1,355
Sep 2023 → Jun 2026 · range 1,236 – 1,733
Broadly held
Showing 100 of 298
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $230,434,652 34.71% 23,489,771
Invesco Ltd. $38,389,874 5.78% 3,913,341
LPL Financial LLC $37,772,610 5.69% 3,850,419
RAYMOND JAMES FINANCIAL INC $27,615,286 4.16% 2,815,014
BANK OF AMERICA CORP /DE/ $26,550,833 4.00% 2,706,507
Janney Montgomery Scott LLC $17,694,571 2.66% 1,803,728
WELLS FARGO & COMPANY/MN $14,968,362 2.25% 1,525,827
Advisors Asset Management, Inc. $13,681,957 2.06% 1,394,695
ROYAL BANK OF CANADA $12,952,603 1.95% 1,320,347
Allspring Global Investments Holdings, LLC $12,834,246 1.93% 1,308,282
STIFEL FINANCIAL CORP $11,653,161 1.76% 1,187,886
Karpus Management, Inc. $11,443,512 1.72% 1,166,515
GUGGENHEIM CAPITAL LLC $11,311,263 1.70% 1,153,034
COHEN & STEERS, INC. $10,545,524 1.59% 1,074,977
AMERIPRISE FINANCIAL INC $9,736,071 1.47% 992,464
HighTower Advisors, LLC $8,477,645 1.28% 864,184
Formidable Asset Management, LLC $8,182,442 1.23% 834,092
Prosperity Consulting Group, LLC $7,597,550 1.14% 774,470
UBS Group AG $6,958,790 1.05% 709,357
Snowden Capital Advisors LLC $6,465,614 0.97% 659,084
OSAIC HOLDINGS, INC. $6,025,684 0.91% 614,239
Rockefeller Capital Management L.P. $5,988,053 0.90% 610,403
Focused Wealth Management, Inc $5,890,797 0.89% 600,489
Kestra Advisory Services, LLC $5,392,576 0.81% 549,702
SAM Advisors, LLC $5,311,555 0.80% 541,443
NewEdge Advisors, LLC $4,227,472 0.64% 430,935
CoreCap Advisors, LLC $4,111,312 0.62% 419,094
COMMONWEALTH EQUITY SERVICES, LLC $3,573,930 0.54% 364,315
Cambridge Investment Research Advisors, Inc. $3,420,393 0.52% 348,664
KMG FIDUCIARY PARTNERS, LLC $3,196,431 0.48% 325,834
Cerity Partners LLC $2,822,660 0.43% 287,733
Cetera Investment Advisers $2,583,640 0.39% 263,368
Fund Advisors of America Inc/FL $2,429,083 0.37% 247,613
Marks Group Wealth Management, Inc $2,151,234 0.32% 219,290
&PARTNERS $2,064,671 0.31% 210,466
TRUIST FINANCIAL CORP $2,046,022 0.31% 208,565
BEARING POINT CAPITAL, LLC $1,776,591 0.27% 181,100
BLAIR WILLIAM & CO/IL $1,686,780 0.25% 171,945
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,636,514 0.25% 166,821
WOLVERINE ASSET MANAGEMENT LLC $1,573,484 0.24% 160,396
High Net Worth Advisory Group LLC $1,478,268 0.22% 150,690
Steward Partners Investment Advisory, LLC $1,476,473 0.22% 150,507
Pointe Capital Management LLC $1,475,502 0.22% 150,408
FIFTH THIRD BANCORP $1,451,281 0.22% 147,939
Mariner, LLC $1,448,681 0.22% 147,674
GOLDMAN SACHS GROUP INC $1,350,621 0.20% 137,678
one8zero8, LLC $1,350,346 0.20% 137,650
Avestar Capital, LLC $1,326,312 0.20% 135,200
PRINCIPAL SECURITIES, INC. $1,296,538 0.20% 132,165
Allworth Financial LP $1,279,940 0.19% 130,473
S Harris Financial Group, LLC $1,196,918 0.18% 122,010
Focus Partners Wealth $1,176,474 0.18% 119,926
Thrivent Financial for Lutherans $1,086,211 0.16% 110,725
MERCER GLOBAL ADVISORS INC /ADV $1,047,590 0.16% 106,788
Morey & Quinn Wealth Partners, LLC $1,041,871 0.16% 106,205
Kovack Advisors, Inc. $1,039,398 0.16% 105,953
Northstar Advisory Group, LLC $1,029,588 0.16% 104,953
Integrated Wealth Concepts LLC $997,402 0.15% 101,672
JANE STREET GROUP, LLC $974,250 0.15% 99,312
D.A. DAVIDSON & CO. $936,403 0.14% 95,454
Sanctuary Advisors, LLC $922,502 0.14% 94,037
CENTAURUS FINANCIAL, INC. $887,294 0.13% 90,448
Shaker Financial Services, LLC $859,297 0.13% 87,594
Ameritas Advisory Services, LLC $839,588 0.13% 85,585
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $792,804 0.12% 80,816
J.W. COLE ADVISORS, INC. $696,284 0.10% 70,977
Corient Private Wealth LLC $671,514 0.10% 68,452
Merit Financial Group, LLC $626,957 0.09% 63,910
Pathstone Holdings, LLC $624,720 0.09% 63,682
Creative Planning $624,347 0.09% 63,644
Diligent Investors, LLC $615,538 0.09% 62,746
Beacon Pointe Advisors, LLC $613,095 0.09% 62,497
NWF Advisory Services Inc. $608,465 0.09% 62,025
ENVESTNET ASSET MANAGEMENT INC $599,008 0.09% 61,061
COMMONS CAPITAL, LLC $578,868 0.09% 59,008
PNC FINANCIAL SERVICES GROUP, INC. $577,259 0.09% 58,844
XTX Topco Ltd $554,461 0.08% 56,520
PFG Investments, LLC $544,906 0.08% 55,546
David J Yvars Group $540,246 0.08% 55,071
WEDBUSH SECURITIES INC $528,582 0.08% 53,882
Post Resch Tallon Group Inc. $525,874 0.08% 53,606
Investmark Advisory Group LLC $523,746 0.08% 53,389
Farther Finance Advisors, LLC $519,527 0.08% 52,959
JGP Wealth Management, LLC $515,025 0.08% 52,500
Dakota Wealth Management $514,142 0.08% 52,410
Summit Financial, LLC $510,100 0.08% 51,998
CAPTRUST FINANCIAL ADVISORS $507,716 0.08% 51,755
MML INVESTORS SERVICES, LLC $500,270 0.08% 50,996
INDEPENDENT FINANCIAL GROUP, LLC $472,665 0.07% 48,182
WEALTH EFFECTS LLC $470,605 0.07% 47,972
COMMERCE BANK $454,212 0.07% 46,301
Compound Planning, Inc. $436,662 0.07% 44,512
Advisors Capital Management, LLC $433,150 0.07% 44,154
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $400,130 0.06% 40,788
Sunpointe, LLC $396,677 0.06% 40,436
HARBOUR INVESTMENTS, INC. $387,573 0.06% 39,508
Semus Wealth Partners LLC $369,886 0.06% 37,705
First Heartland Consultants, Inc. $364,637 0.05% 37,170
SUSQUEHANNA INTERNATIONAL GROUP, LLP $363,969 0.05% 37,102
PMG Family Office LLC $363,882 0.05% 37,093
Key facts CIK 1379438 CUSIP 27829F108 13F (30d) 3 filings 3 filers Visit website