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 $551.48M 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 $203.41M in its March 31, 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, Lpl Financial Llc, Invesco Ltd., 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
298
Total Reported Value
$551.48M
Largest Holder
Morgan Stanley
Largest Position
$203.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
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% | 23,488,552 | $203,410,876 | — | — | — | |
| Lpl Financial Llc | 0.01% | 3,787,391 | $32,798,809 | — | — | — | |
| Invesco Ltd. | 0.00% | 3,727,445 | $32,279,674 | — | — | — | |
| Bank Of America Corp | 0.00% | 2,687,106 | $23,270,337 | — | — | — | |
| Raymond James Financial Inc | 0.01% | 2,221,377 | $19,237,126 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 1,409,083 | $12,202,663 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 1,380,926 | $11,959,000 | — | — | — | |
| Advisors Asset Management, Inc. | 0.19% | 1,328,786 | $11,507,287 | — | — | — | |
| Guggenheim Capital Llc | 0.08% | 1,231,413 | $10,664,036 | — | — | — | |
| Stifel Financial Corp | 0.01% | 1,197,735 | $10,372,376 | — | — | — | |
| Allspring Global Investments Holdings, Llc | 0.02% | 1,187,151 | $10,280,728 | — | — | — | |
| Karpus Management, Inc. | 0.32% | 1,178,492 | $10,205,745 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 962,825 | $8,338,082 | — | — | — | |
| Hightower Advisors, Llc | 0.01% | 860,149 | $7,448,889 | — | — | — | |
| Formidable Asset Management, Llc | 1.15% | 834,092 | $7,223,239 | — | — | — | |
| Prosperity Consulting Group, Llc | 0.29% | 741,744 | $6,423,501 | — | — | — | |
| Ubs Group Ag | 0.00% | 716,046 | $6,200,958 | — | — | — | |
| Snowden Capital Advisors Llc | 0.15% | 657,084 | $5,690,347 | — | — | — | |
| Kestra Advisory Services, Llc | 0.02% | 549,702 | $5,392,575 | — | — | — | |
| Focused Wealth Management, Inc | 0.54% | 598,534 | $5,183,304 | — | — | — | |
| Osaic Holdings, Inc. | 0.01% | 559,068 | $4,841,546 | — | — | — | |
| Sam Advisors, Llc | 1.42% | 522,543 | $4,525,219 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.01% | 499,489 | $4,325,580 | — | — | — | |
| Corecap Advisors, Llc | 0.12% | 419,094 | $4,111,312 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 456,013 | $3,949,070 | — | — | — | |
| 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% | 291,998 | $2,528,702 | — | — | — | |
| Marks Group Wealth Management, Inc | 0.19% | 219,290 | $2,151,235 | — | — | — | |
| Fund Advisors Of America Inc/Fl | 2.17% | 246,874 | $2,137,933 | — | — | — | |
| Truist Financial Corp | 0.00% | 208,565 | $2,046,024 | — | — | — | |
| Clearstead Advisors, Llc | 0.02% | 215,812 | $1,868,930 | — | — | — | |
| &Partners | 0.01% | 205,873 | $1,782,856 | — | — | — | |
| Wolverine Asset Management Llc | 0.03% | 190,837 | $1,652,648 | — | — | — | |
| Blair William & Co/Il | 0.00% | 175,228 | $1,517,474 | — | — | — | |
| High Net Worth Advisory Group Llc | 0.31% | 150,690 | $1,478,272 | — | — | — | |
| Pointe Capital Management Llc | 0.72% | 168,107 | $1,455,807 | — | — | — | |
| Northwestern Mutual Wealth Management Co | 0.00% | 165,005 | $1,428,939 | — | — | — | |
| Mercer Global Advisors Inc | 0.00% | 163,929 | $1,419,622 | — | — | — | |
| Fifth Third Bancorp | 0.00% | 162,603 | $1,408,142 | — | — | — | |
| Avestar Capital, Llc | 0.08% | 135,200 | $1,326,312 | — | — | — | |
| Goldman Sachs Group Inc | 0.00% | 146,357 | $1,267,452 | — | — | — | |
| Mariner, Llc | 0.00% | 146,055 | $1,264,839 | — | — | — | |
| One8Zero8, Llc | 0.27% | 139,150 | $1,205,039 | — | — | — | |
| S Harris Financial Group, Llc | 0.93% | 122,010 | $1,196,920 | — | — | — | |
| Principal Securities, Inc. | 0.02% | 137,430 | $1,190,145 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.01% | 136,924 | $1,185,764 | — | — | — | |
| Allworth Financial Lp | 0.00% | 125,049 | $1,082,922 | — | — | — | |
| Morey & Quinn Wealth Partners, Llc | 0.67% | 106,205 | $1,041,871 | — | — | — | |
| Kovack Advisors, Inc. | 0.05% | 105,953 | $1,031,003 | — | — | — |
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.