Who Owns EATON VANCE TAX-MANAGED GLOBAL (EXG)? -- Institutional Holders (2026-06-30)
324 institutions reported holding $662.8M of EATON VANCE TAX-MANAGED GLOBAL (EXG) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($230.4M), Invesco Ltd. ($38.4M), LPL Financial LLC ($37.8M), RAYMOND JAMES FINANCIAL INC ($27.6M), BANK OF AMERICA CORP /DE/ ($26.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $230.4M | 23.5M | Added |
| 2 | Invesco Ltd. | $38.4M | 3.9M | Added |
| 3 | LPL Financial LLC | $37.8M | 3.9M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $27.6M | 2.8M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $26.6M | 2.7M | Added |
| 6 | Janney Montgomery Scott LLC | $17.7M | 1.8M | Added |
| 7 | WELLS FARGO & COMPANY/MN | $15.0M | 1.5M | Added |
| 8 | Advisors Asset Management, Inc. | $13.7M | 1.4M | Added |
| 9 | Royal Bank of Canada | $13.0M | 1.3M | Trimmed |
| 10 | Allspring Global Investments Holdings, LLC | $12.8M | 1.3M | Added |
| 11 | STIFEL FINANCIAL CORP | $11.7M | 1.2M | Trimmed |
| 12 | Karpus Management, Inc. | $11.4M | 1.2M | Trimmed |
| 13 | GUGGENHEIM CAPITAL LLC | $11.3M | 1.2M | Trimmed |
| 14 | COHEN & STEERS, INC. | $10.5M | 1.1M | Added |
| 15 | AMERIPRISE FINANCIAL INC | $9.7M | 992,464 | Added |
| 16 | HighTower Advisors, LLC | $8.5M | 864,184 | Added |
| 17 | Prosperity Consulting Group, LLC | $7.6M | 774,470 | Added |
| 18 | Formidable Asset Management, LLC | $7.2M | 834,092 | Trimmed |
| 19 | UBS Group AG | $7.0M | 709,357 | Trimmed |
| 20 | Snowden Capital Advisors LLC | $6.5M | 659,084 | Added |
| 21 | OSAIC HOLDINGS, INC. | $6.0M | 614,239 | Added |
| 22 | Rockefeller Capital Management L.P. | $6.0M | 610,403 | Added |
| 23 | Focused Wealth Management, Inc | $5.9M | 600,489 | Added |
| 24 | Kestra Advisory Services, LLC | $5.4M | 549,702 | Trimmed |
| 25 | SAM Advisors, LLC | $5.3M | 541,443 | Added |
Source: SEC Form 13F filings · as of 2026-06-30