Vault-13

BLACKROCK ENHANCED GLOBAL DI XBOEX

COM · Closed-End Fund · CUSIP 092501105

104 institutional holders +1 vs Q1 2025
22,865,14722.9m shares reported held*
$259.5mreported value*
13 new 29 added 43 reduced 11 sold out net sold ≈ $10.4m (-920.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $11.35.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 97Q4 22: 101Q1 23: 101Q2 23: 96Q3 23: 109Q4 23: 109Q1 24: 100Q2 24: 99Q3 24: 98Q4 24: 103Q1 25: 103Q2 25: 104104Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202297
Q4 2022101
Q1 2023101
Q2 202396
Q3 2023109
Q4 2023109
Q1 2024100
Q2 202499
Q3 202498
Q4 2024103
Q1 2025103
Q2 2025104

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 50 bought or addedQ3 23: 37 cut or sold outQ4 23: 50 bought or addedQ4 23: 49 cut or sold outQ4 23Q1 24: 50 bought or addedQ1 24: 46 cut or sold outQ2 24: 38 bought or addedQ2 24: 46 cut or sold outQ2 24Q3 24: 33 bought or addedQ3 24: 55 cut or sold outQ4 24: 34 bought or addedQ4 24: 49 cut or sold outQ4 24Q1 25: 43 bought or addedQ1 25: 52 cut or sold outQ2 25: 42 bought or addedQ2 25: 54 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235037
Q4 20235049
Q1 20245046
Q2 20243846
Q3 20243355
Q4 20243449
Q1 20254352
Q2 20254254

Biggest buyers

Saba Capital Management, L.P. Added +346,084+346.1k
ROYAL BANK OF CANADA Added +274,512+274.5k
GUGGENHEIM CAPITAL LLC Added +187,790+187.8k
PARK AVENUE SECURITIES LLC New +122,152+122.2k
Rockefeller Capital Management L.P. Added +63,565+63.6k
Shaker Financial Services, LLC Added +61,855+61.9k
Balyasny Asset Management L.P. New +59,196+59.2k
&PARTNERS Added +45,219+45.2k
BROWN BROTHERS HARRIMAN & CO New +42,446+42.4k
WOLVERINE ASSET MANAGEMENT LLC Added +39,037+39.0k

Biggest sellers

SIT INVESTMENT ASSOCIATES INC Reduced -489,734-489.7k
Pathstone Holdings, LLC Reduced -399,305-399.3k
Karpus Management, Inc. Reduced -333,833-333.8k
1607 Capital Partners, LLC Reduced -271,211-271.2k
MORGAN STANLEY Reduced -250,034-250.0k
WELLS FARGO & COMPANY/MN Reduced -130,632-130.6k
AQR Arbitrage LLC Reduced -127,143-127.1k
LAZARD ASSET MANAGEMENT LLC Reduced -67,988-68.0k
UBS Group AG Reduced -47,803-47.8k
Allspring Global Investments Holdings, LLC Reduced -43,813-43.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · institution +1.0 pts · filed 2026-05-11 6.1% +1.0 pts 3.4m≈ $40.9m 2026-05-11
FIRST TRUST PORTFOLIOS LP 13G · institution +0.4 pts · filed 2026-01-27 5.1% +0.4 pts 2.8m≈ $34.2m 2026-01-27

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 7,205,2567.2m $81.8m $81.8m 0.01% Reduced -250.0k -250,034
2 Saba Capital Management, L.P. 0.67% of their portfolio NEW YORK, NY 2,172,0112.2m $24.7m $24.7m 0.67% Added +346.1k +346,084
3 Karpus Management, Inc. 0.57% of their portfolio Pittsford, NY 1,565,3131.6m $17.8m $17.8m 0.57% Reduced -333.8k -333,833
4 SIT INVESTMENT ASSOCIATES INC 0.30% of their portfolio Minneapolis, MN 1,220,8421.2m $13.9m $13.9m 0.30% Reduced -489.7k -489,734
5 GUGGENHEIM CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 1,027,4331.0m $11.7m $11.7m 0.09% Added +187.8k +187,790
6 1607 Capital Partners, LLC 0.89% of their portfolio Richmond, VA 965,103965.1k $11.0m $11.0m 0.89% Reduced -271.2k -271,211
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 835,462835.5k $9.5m $9.5m 0.00% Reduced -10.4k -10,427
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 790,685790.7k $9.0m $9.0m 0.00% Reduced -130.6k -130,632
9 Advisors Asset Management, Inc. 0.14% of their portfolio Monument, CO 697,604697.6k $7.9m $7.9m 0.14% Added +35.4k +35,374
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 581,545581.5k $6.6m $6.6m 0.00% Added +14.0k +13,990
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 567,186567.2k $6.4m $6.4m 0.00% Added +274.5k +274,512
12 LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 517,372517.4k $5.9m $5.9m 0.01% Reduced -68.0k -67,988
13 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 504,059504.1k $5.7m $5.7m 0.02% Reduced -399.3k -399,305
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 379,736379.7k $4.3m $4.3m 0.00% Added +36.2k +36,219
15 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 245,066245.1k $2.8m $2.8m 0.00% Reduced -43.8k -43,813
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 225,336225.3k $2.6m $2.6m 0.00% Added +2.9k +2,947
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 194,173194.2k $2.2m $2.2m 0.00% Reduced -47.8k -47,803
18 LANARK FINANCIAL, INC. 0.15% of their portfolio BIRMINGHAM, AL 160,386160.4k $1.8m $1.8m 0.15% Added +22.9k +22,927
19 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 153,535153.5k $1.7m $1.7m 0.00% Reduced -39.3k -39,342
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 151,618151.6k $1.7m $1.7m 0.00% Added +368 +368
21 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 130,410130.4k $1.5m $1.5m 0.01% Added +3.1k +3,062
22 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 122,152122.2k $1.4m $1.4m 0.01% New
23 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 121,870121.9k $1.4m $1.4m 0.01% Reduced -1.0k -1,047
24 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 120,760120.8k $1.4m $1.4m 0.00% Added +63.6k +63,565
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 119,701119.7k $1.4m $1.4m 0.00% Added +5.6k +5,568
26 Shaker Financial Services, LLC 0.36% of their portfolio Arlington, VA 88,16688.2k $1.0m $1.0m 0.36% Added +61.9k +61,855
27 Centurion Wealth Management LLC 0.29% of their portfolio Mclean, VA 87,88787.9k $997.5k $997.5k 0.29% Unchanged
28 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 77,31277.3k $877.5k $877.5k 0.01% Added +45.2k +45,219
29 WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio CHICAGO, IL 76,50376.5k $868.3k $868.3k 0.01% Added +39.0k +39,037
30 AlphaCore Capital LLC 0.03% of their portfolio LA JOLLA, CA 75,10075.1k $852.4k $852.4k 0.03% Added +26.2k +26,237
31 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 74,79774.8k $849.0k $849.0k 0.03% Added +82 +82
32 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 74,65774.7k $847.4k $847.4k 0.02% Reduced -1.9k -1,900
33 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 72,54472.5k $823.0k $823.0k 0.00% Reduced -469 -469
34 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 71,46471.5k $811.1k $811.1k 0.00% Reduced -907 -907
35 Stolper Co 0.23% of their portfolio TULSA, OK 63,01063.0k $715.0k $715.0k 0.23% Added +2.1k +2,060
36 COMERICA BANK 0.00% of their portfolio DALLAS, TX 62,27962.3k $706.9k $706.9k 0.00% Reduced -3.8k -3,787
37 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 59,19659.2k $671.9k $671.9k 0.00% New
38 AQR Arbitrage LLC 0.01% of their portfolio Greenwich, CT 51,25751.3k $581.8k $581.8k 0.01% Reduced -127.1k -127,143
39 one8zero8, LLC 0.13% of their portfolio GREENSBORO, NC 50,00050.0k $567.5k $567.5k 0.13% Unchanged
40 Dakota Wealth Management 0.01% of their portfolio PALM BEACH GARDENS, FL 48,25948.3k $547.7k $547.7k 0.01% Reduced -7.7k -7,739
41 Avory & Company, LLC 0.32% of their portfolio MIAMI, FL 46,19646.2k $524.3k $524.3k 0.32% Unchanged
42 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 43,29043.3k $491.3k $491.3k 0.00% Added +11.9k +11,877
43 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 42,44642.4k $481.8k $481.8k 0.00% New
44 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 40,25740.3k $456.9k $456.9k 0.00% Added +4.0k +4,027
45 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 40,17040.2k $455.9k $455.9k 0.00% Reduced -802 -802
46 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 40,13040.1k $455.5k $455.5k 0.03% Reduced -1.4k -1,385
47 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.08% of their portfolio BLUE BELL, PA 39,97640.0k $453.7k $453.7k 0.08% Reduced -7.5k -7,496
48 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 35,86235.9k $407.0k $407.0k 0.00% Reduced -876 -876
49 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 33,95534.0k $385.4k $385.4k 0.00% Added +2.9k +2,900
50 Abel Hall, LLC 0.17% of their portfolio BATON ROUGE, LA 33,00033.0k $374.6k $374.6k 0.17% New
51 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 32,67032.7k $370.8k $370.8k 0.00% Added +2.3k +2,340
52 NWF Advisory Services Inc. 0.04% of their portfolio Los Angeles, CA 32,21032.2k $365.6k $365.6k 0.04% Reduced -5.8k -5,767
53 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 29,90629.9k $339.4k $339.4k 0.00% Added +64 +64
54 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 27,52927.5k $312.5k $312.5k 0.00% Added +1.6k +1,572
55 Mariner, LLC 0.00% of their portfolio Overland Park, KS 25,87325.9k $293.7k $293.7k 0.00% Reduced -3.2k -3,249
56 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 25,80025.8k $292.8k $292.8k 0.00% Reduced -7.9k -7,949
57 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 25,35325.4k $287.8k $287.8k 0.00% New
58 UHLMANN PRICE SECURITIES, LLC 0.20% of their portfolio SKOKIE, IL 24,78024.8k $281.3k $281.3k 0.20% Reduced -2.8k -2,822
59 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 22,58522.6k $256.3k $256.3k 0.00% Added +7.9k +7,851
60 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 22,04322.0k $250.2k $250.2k 0.00% Reduced -27.8k -27,782
61 INTEGRATED CAPITAL MANAGEMENT, INC. 0.18% of their portfolio JESSUP, PA 21,17021.2k $240.3k $240.3k 0.18% Added +307 +307
62 ASHTON THOMAS SECURITIES, LLC 0.06% of their portfolio ROCHESTER, NY 20,42520.4k $231.8k $231.8k 0.06% Reduced -4.2k -4,200
63 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 20,26020.3k $230.0k $230.0k 0.01% Reduced -12.7k -12,700
64 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 20,09220.1k $228.0k $228.0k 0.00% Reduced -402 -402
65 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 19,65119.7k $223.0k $223.0k 0.00% New
66 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 18,83818.8k $214.0k $214.0k 0.01% Reduced -13.8k -13,815
67 Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio Seattle, WA 17,13417.1k $194.5k $194.5k 0.01% First filing
68 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 16,54416.5k $187.8k $187.8k 0.00% Reduced -28.0k -27,969
69 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 15,50215.5k $175.9k $175.9k 0.00% Reduced -1.1k -1,073
70 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,86714.9k $168.7k $168.7k 0.00% Reduced -2.6k -2,566
71 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 14,82814.8k $168.3k $168.3k 0.00% New
72 Virtu Financial LLC 0.01% of their portfolio New York, NY 14,76114.8k $168.0k $168.0k 0.01% New
73 HOLLENCREST CAPITAL MANAGEMENT 0.01% of their portfolio NEWPORT BEACH, CA 13,56913.6k $154.0k $154.0k 0.01% Unchanged
74 Illumine Investment Management, LLC 0.12% of their portfolio POULSBO, WA 12,97413.0k $147.3k $147.3k 0.12% Unchanged
75 AXXCESS WEALTH MANAGEMENT, LLC 0.00% of their portfolio CARLSBAD, CA 12,95413.0k $147.0k $147.0k 0.00% Added +69 +69
76 DEBUSSY CAPITAL MANAGEMENT LP 0.02% of their portfolio CHICAGO, IL 12,95012.9k $147.0k $147.0k 0.02% Unchanged
77 ACCREDITED INVESTOR SERVICES, LLC 0.10% of their portfolio ST. CLOUD, MN 11,73011.7k $133.1k $133.1k 0.10% Reduced -1.9k -1,950
78 Modern Wealth Management, LLC 0.00% of their portfolio KANSAS CITY, MO 11,34011.3k $128.7k $128.7k 0.00% Reduced -66 -66
79 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 10,55210.6k $119.8k $119.8k 0.01% New
80 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,34810.3k $119.1k $119.1k 0.00% Reduced -18 -18
81 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 10,24310.2k $116.3k $116.3k 0.00% Unchanged
82 SPIREPOINT PRIVATE CLIENT, LLC 0.01% of their portfolio VERO BEACH, FL 10,03010.0k $113.8k $113.8k 0.01% Unchanged
83 Pacific Wealth Strategies Group, Inc. 0.07% of their portfolio SANTA BARBARA, CA 10,00010.0k $113.4k $113.4k 0.07% Reduced -6.8k -6,779
84 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 9,5369.5k $108.2k $108.2k 0.01% New
85 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 7,3607.4k $83.5k $83.5k 0.00% Reduced -685 -685
86 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 6,4966.5k $73.7k $73.7k 0.00% New
87 Pinnacle Bancorp, Inc. 0.02% of their portfolio BEATRICE, NE 6,3006.3k $71.5k $71.5k 0.02% New
88 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 5,5255.5k $62.7k $62.7k 0.00% Unchanged
89 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 4,3054.3k $48.9k $48.9k 0.00% Unchanged
90 WPG Advisers, LLC 0.03% of their portfolio BALTIMORE, MD 3,1263.1k $35.5k $35.5k 0.03% Reduced -1.4k -1,408
91 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 3,0753.1k $34.9k $34.9k 0.00% Unchanged
92 Crews Bank & Trust 0.00% of their portfolio PORT CHARLOTTE, FL 1,7601.8k $20.0k $20.0k 0.00% Reduced -2.7k -2,711
93 VSM Wealth Advisory, LLC 0.01% of their portfolio HUNT VALLEY, MD 1,5071.5k $17.1k $17.1k 0.01% Added +154 +154
94 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,0471.0k $12.0k $12.0k 0.00% Reduced -4 -4
95 ATTICUS WEALTH MANAGEMENT, LLC 0.00% of their portfolio Palm Beach Gardens, FL 903903 $10.2k $10.2k 0.00% Unchanged
96 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 645645 $7.3k $7.3k 0.00% Added +14 +14
97 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 520520 $5.9k $5.9k 0.00% Unchanged
98 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 288288 $3.3k $3.3k 0.00% Unchanged
99 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 275275 $3.1k $3.1k 0.00% Unchanged
100 Kilter Group LLC 0.00% of their portfolio RHINEBECK, NY 266266 $3.0k $3.0k 0.00% New