Vault-13

EATON VANCE TAX-MANAGED GLOB XEXGX

COM · Closed-End Fund · CUSIP 27829F108

297 institutional holders +0 vs Q1 2026
68,033,00668.0m shares reported held*
$666.4mreported value*
30 new 97 added 62 reduced 27 sold out net bought ≈ $14.8m (+1.5m 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 ($5.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.80.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 209Q4 22: 231Q1 23: 232Q2 23: 225Q3 23: 234Q4 23: 247Q1 24: 242Q2 24: 252Q3 24: 259Q4 24: 278Q1 25: 260Q2 25: 276Q3 25: 267Q4 25: 289Q1 26: 297Q2 26: 297297Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022209
Q4 2022231
Q1 2023232
Q2 2023225
Q3 2023234
Q4 2023247
Q1 2024242
Q2 2024252
Q3 2024259
Q4 2024278
Q1 2025260
Q2 2025276
Q3 2025267
Q4 2025289
Q1 2026297
Q2 2026297

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 115 bought or addedQ3 24: 76 cut or sold outQ4 24: 112 bought or addedQ4 24: 78 cut or sold outQ4 24Q1 25: 111 bought or addedQ1 25: 82 cut or sold outQ2 25: 114 bought or addedQ2 25: 78 cut or sold outQ2 25Q3 25: 113 bought or addedQ3 25: 82 cut or sold outQ4 25: 120 bought or addedQ4 25: 86 cut or sold outQ4 25Q1 26: 129 bought or addedQ1 26: 90 cut or sold outQ2 26: 127 bought or addedQ2 26: 89 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202411576
Q4 202411278
Q1 202511182
Q2 202511478
Q3 202511382
Q4 202512086
Q1 202612990
Q2 202612789

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +593,637+593.6k
Janney Montgomery Scott LLC Added +403,319+403.3k
Cambridge Investment Research Advisors, Inc. Added +392,467+392.5k
Invesco Ltd. Added +185,896+185.9k
Allspring Global Investments Holdings, LLC Added +121,131+121.1k
WELLS FARGO & COMPANY/MN Added +116,744+116.7k
Rockefeller Capital Management L.P. Added +110,914+110.9k
BEARING POINT CAPITAL, LLC Added +85,500+85.5k
Advisors Asset Management, Inc. Added +65,909+65.9k
LPL Financial LLC Added +63,028+63.0k

Biggest sellers

Clearstead Advisors, LLC Reduced -198,544-198.5k
Cetera Investment Advisers Reduced -192,645-192.6k
Shaker Financial Services, LLC Reduced -120,366-120.4k
GUGGENHEIM CAPITAL LLC Reduced -78,379-78.4k
MILLENNIUM MANAGEMENT LLC Sold out -67,166-67.2k
ROYAL BANK OF CANADA Reduced -60,579-60.6k
MERCER GLOBAL ADVISORS INC /ADV Reduced -57,141-57.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -53,482-53.5k
READYSTATE ASSET MANAGEMENT LP Sold out -50,746-50.7k
Sound Income Strategies, LLC Sold out -41,604-41.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 23,489,77123.5m $230.4m $230.4m 0.01% Added +1.2k +1,219
2 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 3,913,3413.9m $38.4m $38.4m 0.00% Added +185.9k +185,896
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 3,850,4193.9m $37.8m $37.8m 0.01% Added +63.0k +63,028
4 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 2,815,0142.8m $27.6m $27.6m 0.01% Added +593.6k +593,637
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,706,5072.7m $26.6m $26.6m 0.00% Added +19.4k +19,401
6 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 1,803,7281.8m $17.7m $17.7m 0.03% Added +403.3k +403,319
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,525,8271.5m $15.0m $15.0m 0.00% Added +116.7k +116,744
8 Advisors Asset Management, Inc. 0.21% of their portfolio Monument, CO 1,394,6951.4m $13.7m $13.7m 0.21% Added +65.9k +65,909
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,320,3471.3m $13.0m $13.0m 0.00% Reduced -60.6k -60,579
10 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 1,308,2821.3m $12.8m $12.8m 0.02% Added +121.1k +121,131
11 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 1,187,8861.2m $11.7m $11.7m 0.01% Reduced -9.8k -9,849
12 Karpus Management, Inc. 0.33% of their portfolio Pittsford, NY 1,166,5151.2m $11.4m $11.4m 0.33% Reduced -12.0k -11,977
13 GUGGENHEIM CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 1,153,0341.2m $11.3m $11.3m 0.07% Reduced -78.4k -78,379
14 COHEN & STEERS, INC. 0.02% of their portfolio NEW YORK, NY 1,074,9771.1m $10.5m $10.5m 0.02% Added +25.0k +25,000
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 992,464992.5k $9.7m $9.7m 0.00% Added +29.6k +29,639
16 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 864,184864.2k $8.5m $8.5m 0.01% Added +4.0k +4,035
17 Formidable Asset Management, LLC 1.15% of their portfolio CINCINNATI, OH 834,092834.1k $7.2m $7.2m 1.15% Reduced -9.3k -9,307
18 Prosperity Consulting Group, LLC 0.29% of their portfolio OWINGS MILLS, MD 774,470774.5k $7.6m $7.6m 0.29% Added +32.7k +32,726
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 709,357709.4k $7.0m $7.0m 0.00% Reduced -6.7k -6,689
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 697,328697.3k $6.8m $6.8m 0.01% Added +392.5k +392,467
21 Snowden Capital Advisors LLC 0.15% of their portfolio New York, NY 659,084659.1k $6.5m $6.5m 0.15% Added +2.0k +2,000
22 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 614,239614.2k $6.0m $6.0m 0.01% Added +55.2k +55,171
23 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 610,403610.4k $6.0m $6.0m 0.01% Added +110.9k +110,914
24 Focused Wealth Management, Inc 0.52% of their portfolio Newburgh, NY 600,489600.5k $5.9m $5.9m 0.52% Added +2.0k +1,955
25 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 549,702549.7k $5.4m $5.4m 0.02% Reduced -28.1k -28,051
26 SAM Advisors, LLC 1.45% of their portfolio OAKHURST, CA 541,443541.4k $5.3m $5.3m 1.45% Added +18.9k +18,900
27 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 430,935430.9k $4.2m $4.2m 0.01% Reduced -3.0k -2,975
28 CoreCap Advisors, LLC 0.12% of their portfolio SOUTHFIELD, MI 419,094419.1k $4.1m $4.1m 0.12% Added +4.9k +4,910
29 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 364,315364.3k $3.6m $3.6m 0.00% Added +9.2k +9,224
30 KMG FIDUCIARY PARTNERS, LLC 0.30% of their portfolio TOLEDO, OH 325,834325.8k $3.2m $3.2m 0.30% Reduced -38.5k -38,455
31 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 287,733287.7k $2.8m $2.8m 0.00% Reduced -4.3k -4,265
32 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 263,368263.4k $2.6m $2.6m 0.00% Reduced -192.6k -192,645
33 Fund Advisors of America Inc/FL 2.20% of their portfolio ORLAND, FL 247,613247.6k $2.4m $2.4m 2.20% Added +739 +739
34 Marks Group Wealth Management, Inc 0.19% of their portfolio MINNETONKA, MN 219,290219.3k $2.2m $2.2m 0.19% Unchanged
35 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 210,466210.5k $2.1m $2.1m 0.01% Added +4.6k +4,593
36 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 208,565208.6k $2.0m $2.0m 0.00% Reduced -4.2k -4,239
37 BEARING POINT CAPITAL, LLC 0.24% of their portfolio BLOOMINGTON, MN 181,100181.1k $1.8m $1.8m 0.24% Added +85.5k +85,500
38 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 171,945171.9k $1.7m $1.7m 0.00% Reduced -3.3k -3,283
39 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 166,821166.8k $1.6m $1.6m 0.00% Added +1.8k +1,816
40 WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio CHICAGO, IL 160,396160.4k $1.6m $1.6m 0.02% Reduced -30.4k -30,441
41 High Net Worth Advisory Group LLC 0.31% of their portfolio NAPLES, FL 150,690150.7k $1.5m $1.5m 0.31% Reduced -1.1k -1,100
42 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 150,507150.5k $1.5m $1.5m 0.01% Added +13.6k +13,583
43 Pointe Capital Management LLC 0.66% of their portfolio GROSSE POINTE FARMS, MI 150,408150.4k $1.5m $1.5m 0.66% Reduced -17.7k -17,699
44 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 147,939147.9k $1.5m $1.5m 0.00% Reduced -14.7k -14,664
45 Mariner, LLC 0.00% of their portfolio Overland Park, KS 147,674147.7k $1.4m $1.4m 0.00% Added +1.6k +1,619
46 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 137,678137.7k $1.4m $1.4m 0.00% Reduced -8.7k -8,679
47 one8zero8, LLC 0.27% of their portfolio GREENSBORO, NC 137,650137.7k $1.4m $1.4m 0.27% Reduced -1.5k -1,500
48 Avestar Capital, LLC 0.08% of their portfolio New York, NY 135,200135.2k $1.3m $1.3m 0.08% Unchanged
49 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 132,165132.2k $1.3m $1.3m 0.02% Reduced -5.3k -5,265
50 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 130,473130.5k $1.3m $1.3m 0.01% Added +5.4k +5,424
51 S Harris Financial Group, LLC 0.93% of their portfolio SAN ANTONIO, TX 122,010122.0k $1.2m $1.2m 0.93% Added +1.2k +1,225
52 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 119,926119.9k $1.2m $1.2m 0.00% Added +40.0k +39,976
53 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 110,725110.7k $1.1m $1.1m 0.00% Added +11.0k +11,000
54 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 108,322108.3k $1.1m $1.1m 0.01% Reduced -6.7k -6,739
55 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 106,788106.8k $1.0m $1.0m 0.00% Reduced -57.1k -57,141
56 Morey & Quinn Wealth Partners, LLC 0.67% of their portfolio OMAHA, NE 106,205106.2k $1.0m $1.0m 0.67% Reduced -5.3k -5,300
57 Kovack Advisors, Inc. 0.05% of their portfolio FT. LAUDERDALE, FL 105,953106.0k $1.0m $1.0m 0.05% Added +3.4k +3,439
58 Northstar Advisory Group, LLC 0.32% of their portfolio NORTHFIELD, NJ 104,953105.0k $1.0m $1.0m 0.32% Reduced -133 -133
59 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 99,31299.3k $974.3k $974.3k 0.00% Added +56.7k +56,736
60 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 95,45495.5k $936.4k $936.4k 0.01% Added +47 +47
61 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 94,03794.0k $922.5k $922.5k 0.00% Reduced -1.5k -1,530
62 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 90,44890.4k $887.0k $887.0k 0.03% Reduced -1.3k -1,293
63 Shaker Financial Services, LLC 0.27% of their portfolio Arlington, VA 87,59487.6k $859.3k $859.3k 0.27% Reduced -120.4k -120,366
64 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 85,58585.6k $839.6k $839.6k 0.02% Added +20.8k +20,824
65 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio ORLANDO, FL 80,81680.8k $786.3k $786.3k 0.05% Reduced -7.7k -7,701
66 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 70,97771.0k $696.3k $696.3k 0.01% Added +41.6k +41,623
67 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 68,45268.5k $671.5k $671.5k 0.00% Reduced -1.1k -1,054
68 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 63,91063.9k $627.0k $627.0k 0.00% Reduced -294 -294
69 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 63,68263.7k $624.7k $624.7k 0.00% Added +25.9k +25,857
70 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 63,64463.6k $624.3k $624.3k 0.00% Added +6.0k +6,012
71 Diligent Investors, LLC 0.14% of their portfolio REDLANDS, CA 62,74662.7k $615.5k $615.5k 0.14% Added +502 +502
72 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 62,49762.5k $613.1k $613.1k 0.00% New
73 NWF Advisory Services Inc. 0.06% of their portfolio Los Angeles, CA 62,02562.0k $608.5k $608.5k 0.06% Reduced -4.0k -4,000
74 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 61,06161.1k $599.0k $599.0k 0.00% Added +8.1k +8,068
75 COMMONS CAPITAL, LLC 0.41% of their portfolio NEEDHAM, MA 59,00859.0k $578.9k $578.9k 0.41% Added +5.5k +5,471
76 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 58,84458.8k $577.3k $577.3k 0.00% Reduced -945 -945
77 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 56,52056.5k $554.5k $554.5k 0.01% New
78 PFG Investments, LLC 0.02% of their portfolio WOODBURY, NY 55,54655.5k $544.9k $544.9k 0.02% Added +431 +431
79 David J Yvars Group 0.26% of their portfolio UNIVERSITY PARK, FL 55,07155.1k $534.7k $534.7k 0.26% Reduced -7.9k -7,860
80 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 53,88253.9k $529.0k $529.0k 0.01% Added +2.4k +2,400
81 Post Resch Tallon Group Inc. 0.36% of their portfolio PITTSFORD, NY 53,60653.6k $525.9k $525.9k 0.36% Added +14.2k +14,234
82 Investmark Advisory Group LLC 0.20% of their portfolio Shelton, CT 53,38953.4k $523.7k $523.7k 0.20% Added +652 +652
83 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 52,95953.0k $519.5k $519.5k 0.00% Reduced -60 -60
84 JGP Wealth Management, LLC 0.05% of their portfolio BEND, OR 52,50052.5k $515.0k $515.0k 0.05% Unchanged
85 Dakota Wealth Management 0.01% of their portfolio PALM BEACH GARDENS, FL 52,41052.4k $514.1k $514.1k 0.01% Added +250 +250
86 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 51,99852.0k $510.1k $510.1k 0.01% Reduced -899 -899
87 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 51,75551.8k $507.7k $507.7k 0.00% Reduced -1.0k -1,000
88 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 50,99651.0k $500.3k $500.3k 0.00% Added +7.8k +7,802
89 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 48,18248.2k $472.7k $472.7k 0.01% Reduced -2.9k -2,911
90 WEALTH EFFECTS LLC 0.13% of their portfolio BOSTON, MA 47,97248.0k $470.6k $470.6k 0.13% Unchanged
91 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 46,30146.3k $454.2k $454.2k 0.00% Unchanged
92 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 44,51244.5k $436.7k $436.7k 0.01% Reduced -1.8k -1,849
93 Advisors Capital Management, LLC 0.00% of their portfolio RIDGEWOOD, NJ 44,15444.2k $433.1k $433.1k 0.00% New
94 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 40,78840.8k $399.7k $399.7k 0.00% Added +25 +25
95 Sunpointe, LLC 0.11% of their portfolio ST. LOUIS, MO 40,43640.4k $396.7k $396.7k 0.11% Reduced -14 -14
96 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 39,50839.5k $387.6k $387.6k 0.01% Added +112 +112
97 Semus Wealth Partners LLC 0.18% of their portfolio Boca Raton, FL 37,70537.7k $369.9k $369.9k 0.18% Added +764 +764
98 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 37,17037.2k $364.6k $364.6k 0.02% Added +8.6k +8,568
99 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 37,10237.1k $364.0k $364.0k 0.00% Reduced -53.5k -53,482
100 PMG Family Office LLC 0.34% of their portfolio PLANO, TX 37,09337.1k $363.9k $363.9k 0.34% Added +1.4k +1,359