Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) — Institutional Holders, Q2 2025
4 institutional investment managers reported a EXG position on SEC Form 13F-HR for the quarter ended June 30, 2025, with a combined reported value of $1.4M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EXG 13F holders ranked 1–4 of 4
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2025 |
|---|---|---|---|---|---|
| 1 | Sanctuary Advisors#1 · 107,121 sh | 107,121 | $937.3K | — | +1.0% |
| 2 | NWF Advisory Services#2 · 33,600 sh | 33,600 | $290.6K | — | -58.5% |
| 3 | Fearless Solutions, dba Best Invest#3 · 13,526 sh | 13,526 | $117.0K | — | 0.0% |
| 4 | Caldwell#4 · 720 sh | 720 | $6.2K | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2025. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2025 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.