EXG · Eaton Vance Tax-Managed Global Diversified Equity Income Fund · Shareholders & Ownership
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Every disclosed holder of EXG in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns EXG
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 67,405,414 | — |
| Insiders (Forms 3, 4, 5) | 11,548 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 4,795,513 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of EXG
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,489,771 | ||
| 2 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Sep 30, 2026
|
3,809,331 | ||
| 2.1 |
Invesco CEF Income Composite ETF
Fund
S000027370 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
3,652,956 | ||
| 3 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Sep 30, 2026
|
3,566,296 | ||
| 4 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Sep 30, 2026
|
2,942,559 | ||
| 5 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,706,507 | ||
| 6 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Sep 30, 2026
|
1,830,557 | ||
| 7 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,525,827 | ||
| 8 |
Allspring Global Investments Holdings, LLC
13F
CIK 1890906 · Holding company · Sep 30, 2026
|
1,341,273 | ||
| 9 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,320,347 | ||
| 10 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Sep 30, 2026
|
1,232,230 | ||
| 11 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Sep 30, 2026
|
1,229,263 | ||
| 12 |
Karpus Management, Inc.
13F
CIK 1048703 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,166,515 | ||
| 13 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,153,034 | ||
| 13.1 |
Multi-Hedge Strategies Fund
Fund
S000003747 · Registered fund · Jun 30, 2026
Rydex Variable Trust, not summed
|
528 | ||
| 13.2 |
Guggenheim Multi-Hedge Strategies Fund
Fund
S000003763 · Registered fund · Jun 30, 2026
Rydex Series Funds, not summed
|
187 | ||
| 14 |
Cohen & Steers Closed-End Opportunity Fund, Inc.
Fund
· Registered fund · Jun 30, 2026
Cohen & Steers Closed-End Opportunity Fund, Inc., not summed
|
1,074,977 | ||
| 15 |
COHEN & STEERS, INC.
13F
CIK 1284812 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,074,977 | ||
| 16 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
992,464 | ||
| 17 |
HighTower Advisors, LLC
13F
CIK 1462245 · Registered investment adviser · Sep 30, 2026
|
850,404 | ||
| 18 |
Prosperity Consulting Group, LLC
13F
CIK 1910398 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
774,470 | ||
| 19 |
Formidable Asset Management, LLC
13F
CIK 1592613 · Registered investment adviser · Sep 30, 2026
|
764,045 | ||
| 20 |
UBS Group AG
13F
CIK 1610520 · Bank · Sep 30, 2026
|
715,175 | ||
| 21 |
Snowden Capital Advisors LLC
13F
CIK 1903055 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
659,084 | ||
| 22 |
Focused Wealth Management, Inc
13F
CIK 1586052 · Registered investment adviser · Sep 30, 2026
|
624,395 | ||
| 23 |
Rockefeller Capital Management L.P.
13F
CIK 1739439 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
610,403 | ||
| 24 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Sep 30, 2026
|
579,483 | ||
| 25 |
Kestra Advisory Services, LLC
13F
CIK 1830819 · Unknown · Sep 30, 2026
|
572,144 | ||
| 26 |
SAM Advisors, LLC
13F
CIK 1600944 · Registered investment adviser · Sep 30, 2026
|
538,684 | ||
| 27 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Sep 30, 2026
|
481,374 | ||
| 28 |
CoreCap Advisors, LLC
13F
CIK 1902501 · Registered investment adviser · Sep 30, 2026
|
433,016 | ||
| 29 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
430,935 | ||
| 30 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Sep 30, 2026
|
372,347 | ||
| 31 |
KMG FIDUCIARY PARTNERS, LLC
13F
CIK 1773205 · Unknown · Sep 30, 2026
|
326,465 | ||
| 32 |
Marks Group Wealth Management, Inc
13F
CIK 1802473 · Registered investment adviser · Sep 30, 2026
|
289,335 | ||
| 33 |
Cerity Partners LLC
13F
CIK 1566475 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
287,733 | ||
| 34 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
263,368 | ||
| 35 |
Fund Advisors of America Inc/FL
13F
CIK 2116327 · Registered investment adviser · Sep 30, 2026
|
253,091 | ||
| 36 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
225,286 | ||
| 37 |
TRUIST FINANCIAL CORP
13F
CIK 92230 · Bank · Sep 30, 2026
|
210,682 | ||
| 38 |
|
210,466 | ||
| 39 |
BEARING POINT CAPITAL, LLC
13F
CIK 2052916 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
181,100 | ||
| 40 |
BLAIR WILLIAM & CO/IL
13F
CIK 902367 · Registered investment adviser · Sep 30, 2026
|
171,945 | ||
| 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
CIK 1141802 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
166,821 | ||
| 42 |
Mariner, LLC
13F
CIK 1373442 · Registered investment adviser · Sep 30, 2026
|
155,646 | ||
| 43 |
Steward Partners Investment Advisory, LLC
13F
CIK 1723397 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
150,507 | ||
| 44 |
Pointe Capital Management LLC
13F
CIK 1640335 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
150,408 | ||
| 45 |
FIFTH THIRD BANCORP
13F
CIK 35527 · Bank · Sep 30, 2026
|
149,855 | ||
| 46 |
High Net Worth Advisory Group LLC
13F
CIK 1919142 · Registered investment adviser · Sep 30, 2026
|
147,690 | ||
| 47 |
Avestar Capital, LLC
13F
CIK 1704404 · Registered investment adviser · Sep 30, 2026
|
143,200 | ||
| 48 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
137,678 | ||
| 49 |
one8zero8, LLC
13F
CIK 2053138 · Registered investment adviser · Sep 30, 2026
|
136,650 | ||
| 50 |
Allworth Financial LP
13F
CIK 1555170 · Unknown · Sep 30, 2026
|
130,671 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 290 holders
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