EATON VANCE TAX-MANAGED GLOB (XEXGX) Institutional Shareholders
EATON VANCE TAX-MANAGED GLOB (XEXGX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $643.83M in XEXGX holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of XEXGX tracked by InsiderSet, reporting ownership valued at approximately $230.43M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed XEXGX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Invesco Ltd., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in EATON VANCE TAX-MANAGED GLOB (XEXGX).
This page ranks the largest institutional XEXGX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
292
Total Reported Value
$643.83M
Largest Holder
Morgan Stanley
Largest Position
$230.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 23,489,771 | $230,434,664 | — | — | — | |
| Invesco Ltd. | 0.00% | 3,913,341 | $38,389,876 | — | — | — | |
| Lpl Financial Llc | 0.01% | 3,850,419 | $37,772,607 | — | — | — | |
| Raymond James Financial Inc | 0.01% | 2,815,014 | $27,615,286 | — | — | — | |
| Bank Of America Corp | 0.00% | 2,706,507 | $26,550,838 | — | — | — | |
| Janney Montgomery Scott Llc | 0.03% | 1,803,728 | $17,695,000 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 1,525,827 | $14,968,362 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 1,320,347 | $12,952,000 | — | — | — | |
| Allspring Global Investments Holdings, Llc | 0.02% | 1,308,282 | $12,834,246 | — | — | — | |
| Stifel Financial Corp | 0.01% | 1,187,886 | $11,653,143 | — | — | — | |
| Karpus Management, Inc. | 0.33% | 1,166,515 | $11,443,517 | — | — | — | |
| Guggenheim Capital Llc | 0.07% | 1,153,034 | $11,311,263 | — | — | — | |
| Cohen & Steers, Inc. | 0.02% | 1,074,977 | $10,546,000 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 992,464 | $9,733,621 | — | — | — | |
| Advisors Asset Management, Inc. | 0.13% | 823,483 | $8,786,564 | — | — | — | |
| Prosperity Consulting Group, Llc | 0.29% | 774,470 | $7,597,554 | — | — | — | |
| Formidable Asset Management, Llc | 1.15% | 834,092 | $7,223,239 | — | — | — | |
| Ubs Group Ag | 0.00% | 709,357 | $6,958,792 | — | — | — | |
| Snowden Capital Advisors Llc | 0.15% | 659,084 | $6,465,614 | — | — | — | |
| Osaic Holdings, Inc. | 0.01% | 614,239 | $6,025,719 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.01% | 610,403 | $5,988,063 | — | — | — | |
| Focused Wealth Management, Inc | 0.52% | 600,489 | $5,890,799 | — | — | — | |
| Kestra Advisory Services, Llc | 0.02% | 549,702 | $5,392,575 | — | — | — | |
| Sam Advisors, Llc | 1.45% | 541,443 | $5,311,557 | — | — | — | |
| Newedge Advisors, Llc | 0.01% | 430,935 | $4,227,470 | — | — | — | |
| Corecap Advisors, Llc | 0.12% | 419,094 | $4,111,312 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 364,315 | $3,573,924 | — | — | — | |
| Kmg Fiduciary Partners, Llc | 0.30% | 325,834 | $3,196,430 | — | — | — | |
| Cerity Partners Llc | 0.00% | 287,733 | $2,822,658 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 263,368 | $2,583,633 | — | — | — | |
| Fund Advisors Of America Inc/Fl | 2.20% | 247,613 | $2,429,080 | — | — | — | |
| Marks Group Wealth Management, Inc | 0.19% | 219,290 | $2,151,235 | — | — | — | |
| &Partners | 0.01% | 210,466 | $2,062,792 | — | — | — | |
| Truist Financial Corp | 0.00% | 208,565 | $2,046,024 | — | — | — | |
| Bearing Point Capital, Llc | 0.24% | 181,100 | $1,776,591 | — | — | — | |
| Blair William & Co/Il | 0.00% | 171,945 | $1,686,780 | — | — | — | |
| Wolverine Asset Management Llc | 0.02% | 160,396 | $1,573,485 | — | — | — | |
| High Net Worth Advisory Group Llc | 0.31% | 150,690 | $1,478,272 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.01% | 150,507 | $1,476,478 | — | — | — | |
| Pointe Capital Management Llc | 0.66% | 150,408 | $1,475,502 | — | — | — | |
| Fifth Third Bancorp | 0.00% | 147,939 | $1,451,281 | — | — | — | |
| Mariner, Llc | 0.00% | 147,674 | $1,448,680 | — | — | — | |
| Goldman Sachs Group Inc | 0.00% | 137,678 | $1,350,621 | — | — | — | |
| One8Zero8, Llc | 0.27% | 137,650 | $1,350,347 | — | — | — | |
| Avestar Capital, Llc | 0.08% | 135,200 | $1,326,312 | — | — | — | |
| Principal Securities, Inc. | 0.02% | 132,165 | $1,296,540 | — | — | — | |
| Allworth Financial Lp | 0.01% | 130,473 | $1,279,938 | — | — | — | |
| S Harris Financial Group, Llc | 0.93% | 122,010 | $1,196,920 | — | — | — | |
| Focus Partners Wealth | 0.00% | 119,926 | $1,176,485 | — | — | — | |
| Thrivent Financial For Lutherans | 0.00% | 110,725 | $1,087,000 | — | — | — |
Frequently asked questions about XEXGX
Who owns the most XEXGX stock?
The largest holders of XEXGX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EATON VANCE TAX-MANAGED GLOB (XEXGX).
Is XEXGX widely held by superinvestors?
Many widely followed stocks like XEXGX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XEXGX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.