EXG — Eaton Vance Tax-Managed Glob Institutional Holders · Q3 2026
Who owns Eaton Vance Tax-Managed Glob (EXG)? 14 institutions reported holding $6.77M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CoreCap Advisors, LLC ($4.1M), Post Resch Tallon Group Inc. ($523,790), David J Yvars Group ($523,227).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $4.1M | 433,016 | Added |
| 2 | Post Resch Tallon Group Inc. | $523,790 | 55,663 | Added |
| 3 | David J Yvars Group | $523,227 | 55,466 | Added |
| 4 | Farther Finance Advisors, LLC | $498,065 | 52,929 | Trimmed |
| 5 | First Heartland Consultants, Inc. | $360,138 | 38,272 | Added |
| 6 | Successful Portfolios LLC | $229,184 | 24,394 | Hold |
| 7 | DECISION INVESTMENTS, INC | $185,791 | 19,744 | Hold |
| 8 | Venture Visionary Partners LLC | $181,613 | 19,300 | Hold |
| 9 | Investment Partners Asset Management, Inc. | $105,241 | 11,184 | Hold |
| 10 | EASTERN BANK | $70,001 | 7,439 | Added |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $14,115 | 1,500 | Hold |
| 12 | GAMMA Investing LLC | $8,817 | 937 | Hold |
| 13 | Trust Co | $188 | 20 | Hold |
| 14 | Attessa Capital LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30