12 institutions reported holding $6.3M of EATON VANCE TAX-MANAGED GLOB (EXG) in SEC 13F filings for 2026-06-30. Largest institutional holders: CoreCap Advisors, LLC ($4.1M), David J Yvars Group ($534,741), Post Resch Tallon Group Inc. ($525,872), JGP Wealth Management, LLC ($515,025), First Heartland Consultants, Inc. ($364,634). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $4.1M | 419,094 | Added |
| 2 | David J Yvars Group | $534,741 | 55,071 | Trimmed |
| 3 | Post Resch Tallon Group Inc. | $525,872 | 53,606 | Added |
| 4 | JGP Wealth Management, LLC | $515,025 | 52,500 | Hold |
| 5 | First Heartland Consultants, Inc. | $364,634 | 37,170 | Added |
| 6 | Attessa Capital LLC | $98,404 | 10,031 | New |
| 7 | HARBOR INVESTMENT ADVISORY, LLC | $32,864 | 3,350 | Hold |
| 8 | EASTERN BANK | $31,451 | 3,206 | Hold |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $14,715 | 1,500 | Hold |
| 10 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $13,685 | 1,395 | Trimmed |
| 11 | GAMMA Investing LLC | $9,192 | 937 | Trimmed |
| 12 | CX Institutional | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30