EATON VANCE TAX-MANAGED GLOB (XEXGX) Institutional Ownership Changes & 13F Activity

EATON VANCE TAX-MANAGED GLOB (XEXGX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Ameriprise Financial Inc, Raymond James Financial Inc, Wells Fargo & Company/Mn, and Advisors Asset Management, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-13,389-11.6%101,672$997.40KQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-1,054-1.5%68,452$671.51KQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+464+1.8%26,586$260.81KQ2 2026Aug 26, 2026
Mercer Global Advisors IncSell-57,141-34.9%106,788$1.05MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+62,49762,497$613.10KQ2 2026Aug 18, 2026
Centaurus Financial, Inc.Sell-1,293-1.4%90,448$887.00KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+286+1.9%14,999$147.14KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+3,913,3413,913,341$38.39MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+992,464992,464$9.73MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+593,637+26.7%2,815,014$27.62MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+116,744+8.3%1,525,827$14.97MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+65,909+5.0%1,394,695$13.68MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-60,579-4.4%1,320,347$12.95MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+56,736+133.3%99,312$974.25KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+56,52056,520$554.46KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+55,171+9.9%614,239$6.03MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-53,482-59.0%37,102$363.97KQ2 2026Aug 14, 2026
Logan Stone Capital, LlcSell-27,327-56.5%21,002$206.03KQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Buy+25,000+2.4%1,074,977$10.55MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+20,824+32.2%85,585$839.58KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+19,401+0.7%2,706,507$26.55MQ2 2026Aug 14, 2026
Pointe Capital Management LlcSell-17,699-10.5%150,408$1.48MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+13,683+259.9%18,948$185.88KQ2 2026Aug 14, 2026
Karpus Management, Inc.Sell-11,977-1.0%1,166,515$11.44MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+11,21211,212$109.99KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+11,000+11.0%110,725$1.09MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-8,679-5.9%137,678$1.35MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+6,7396,739$66.11KQ2 2026Aug 14, 2026
&PartnersBuy+4,593+2.2%210,466$2.06MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-4,265-1.5%287,733$2.82MQ2 2026Aug 14, 2026
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Frequently asked questions about XEXGX activity

  • Which institutional owners are buying XEXGX?

    Institutional owners buying XEXGX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XEXGX activity?

    "Buy" means an investor increased their reported position in XEXGX compared to the prior reporting period. This reflects growing exposure to EATON VANCE TAX-MANAGED GLOB (XEXGX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XEXGX increasing?

    Institutional interest in XEXGX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.