XEXGX Institutional Ownership & Shareholders
EATON VANCE TAX-MANAGED GLOB (XEXGX) is currently held by 287 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $642.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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
287
Total Reported Value
$642.86M
Largest Holder
Morgan Stanley
Largest Position
$230.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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 | 0.50% | 624,395 | $5,875,560 | — | — | — | |
| 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% | 433,016 | $4,074,681 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 364,315 | $3,573,924 | — | — | — | |
| Kmg Fiduciary Partners, Llc | 0.30% | 326,465 | $3,072,040 | — | — | — | |
| 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 | — | — | — | |
| Shaker Financial Services, Llc | 0.70% | 225,286 | $2,119,942 | — | — | — | |
| &Partners | 0.01% | 210,466 | $2,062,792 | — | — | — | |
| Truist Financial Corp | 0.00% | 210,682 | $1,982,514 | — | — | — | |
| 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 | — | — | — | |
| 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 | — | — | — | |
| High Net Worth Advisory Group Llc | 0.29% | 147,690 | $1,389,766 | — | — | — | |
| Goldman Sachs Group Inc | 0.00% | 137,678 | $1,350,621 | — | — | — | |
| One8Zero8, Llc | 0.27% | 137,650 | $1,350,347 | — | — | — | |
| Avestar Capital, Llc | 0.12% | 143,200 | $1,347,512 | — | — | — | |
| 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 | — | — | — |
Frequently asked questions about XEXGX
Who are the largest institutional holders of XEXGX?
The largest institutional holders of XEXGX reported in the latest SEC Form 13F filings include Morgan Stanley, Invesco Ltd., Lpl Financial Llc, Raymond James Financial Inc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported XEXGX position.
What is XEXGX institutional ownership?
This page tracks XEXGX positions reported by institutional investment managers through SEC Form 13F. EATON VANCE TAX-MANAGED GLOB (XEXGX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XEXGX?
InsiderSet currently tracks 287 institutional managers reporting XEXGX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XEXGX shareholders.
How much XEXGX stock do institutions own?
Institutional investment managers disclosed approximately $642.86M in XEXGX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XEXGX institutional ownership last updated?
The latest XEXGX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XEXGX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XEXGX position after the reporting date.
Are institutions buying or selling XEXGX?
Institutional buying and selling can be analyzed by comparing XEXGX positions across consecutive 13F reporting periods. InsiderSet's XEXGX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XEXGX ownership changes.
How has XEXGX institutional ownership changed over time?
InsiderSet tracks XEXGX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.