13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
XEXGX

EATON VANCE TAX-MANAGED GLOB

323 institutions still hold EATON VANCE TAX-MANAGED GLOB as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 27829F108·Exchange Traded Fund·323 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$514M
visible holders
Holders
323
filers reporting
Concentration
44.84%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

323 institutions reported XEXGX in Q2 2026. MORGAN STANLEY leads at 44.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$230M23.5M0.01%Q2 202602
Invesco Ltd.
CIK 0000914208
$38M3.9M0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$38M3.9M0.01%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$28M2.8M0.01%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$27M2.7M0.00%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M1.5M0.00%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$13M1.3M0.00%Q2 202608
Allspring Global Investments Holdings, LLC
CIK 0001890906
$13M1.3M0.02%Q2 202609
Janney Montgomery Scott LLC
CIK 0001329948
$12M1.4M0.03%Q1 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$12M1.2M0.01%Q2 202611
Advisors Asset Management, Inc.
CIK 0001297376
$12M1.3M0.19%Q1 202612
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$11M1.2M0.07%Q2 202613
Karpus Management, Inc.
CIK 0001048703
$10M1.2M0.32%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$10M992K0.00%Q2 202615
COHEN & STEERS, INC.
CIK 0001284812
$9M1.0M0.02%Q1 202616
HighTower Advisors, LLC
CIK 0001462245
$8M864K0.01%Q2 202617
Prosperity Consulting Group, LLC
CIK 0001910398
$8M774K0.29%Q2 202618
Formidable Asset Management, LLC
CIK 0001592613
$7M834K1.15%Q2 202619
UBS Group AG
CIK 0001610520
$7M709K0.00%Q2 202620
Snowden Capital Advisors LLC
CIK 0001903055
$6M659K0.15%Q2 2026
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