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EATON VANCE TAX-MANAGED GLOBAL COM · 13F Institutional Holdings
Options Calculator Rankings

EATON VANCE TAX-MANAGED GLOBAL COM

EXG
Institutions
299
Combined AUM (Q2 2026)
$663.5M
Combined Shares (Q2 2026)
67.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.8M
130 · 36 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.2M
95 · 32 Exit · ≈
⚖️ Net
+632,917
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$663.5M
Institutions
299
New Buys
36
Adds
94
Reduces
63
Exits
32
Unchanged
106
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
0.01%0.01%#112$230.4M23.5M$218.5M24.0M-517,841-2.16%Reduce
Invesco Ltd.
<0.01%<0.01%#189$38.4M3.9M$32.3M3.7M+185,896+4.99%Add
LPL Financial LLC
0.01%0.01%#131$37.8M3.9M$32.8M3.8M+63,028+1.66%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#141$27.6M2.8M$19.2M2.2M+593,637+26.72%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#216$26.6M2.7M$23.3M2.7M+19,401+0.72%Add
Janney Montgomery Scott LLC
0.03%0.03%#71$17.7M1.8M$12.1M1.4M+403,319+28.80%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#198$15.0M1.5M$12.2M1.4M+116,744+8.29%Add
Advisors Asset Management, Inc.
0.21%0.19%#22$13.7M1.4M$11.5M1.3M+65,909+4.96%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#211$13.0M1.3M$12.0M1.4M-60,579-4.39%Reduce
Allspring Global Investments Holdings, LLC
0.02%0.02%#89$12.8M1.3M$10.3M1.2M+121,131+10.20%Add
STIFEL FINANCIAL CORP
0.01%0.01%#123$11.7M1.2M$10.4M1.2M-9,849-0.82%Reduce
Karpus Management, Inc.
0.33%0.32%#11$11.4M1.2M$10.2M1.2M-11,977-1.02%Reduce
GUGGENHEIM CAPITAL LLC
0.07%0.08%#46$11.3M1.2M$10.7M1.2M-78,379-6.36%Reduce
COHEN & STEERS, INC.
0.02%0.02%#95$10.5M1.1M$9.1M1.0M+25,000+2.38%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#209$9.7M992,464$8.3M962,825+29,639+3.08%Add
HighTower Advisors, LLC
0.01%0.01%#136$8.5M864,184$7.4M860,149+4,035+0.47%Add
Prosperity Consulting Group, LLC
0.29%0.29%#16$7.6M774,470$6.4M741,744+32,726+4.41%Add
Formidable Asset Management, LLC
1.14%1.24%#3$7.2M834,092$8.0M843,399-9,307-1.10%Reduce
UBS Group AG
<0.01%<0.01%#237$7.0M709,357$6.2M716,046-6,689-0.93%Reduce
Snowden Capital Advisors LLC
0.15%0.15%#29$6.5M659,084$5.7M657,084+2,000+0.30%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#144$6.0M614,239$4.8M559,068+55,171+9.87%Add
Rockefeller Capital Management L.P.
0.01%0.01%#125$6.0M610,403$4.3M499,489+110,914+22.21%Add
Focused Wealth Management, Inc
0.51%0.54%#7$5.9M600,489$5.2M598,534+1,955+0.33%Add
Kestra Advisory Services, LLC
0.02%0.02%#92$5.4M549,702$5.0M577,753-28,051-4.86%Reduce
SAM Advisors, LLC
1.45%1.42%#2$5.3M541,443$4.5M522,543+18,900+3.62%Add
NewEdge Advisors, LLC
0.01%0.01%#110$4.2M430,935$3.8M433,910-2,975-0.69%Reduce
CoreCap Advisors, LLC
0.12%0.12%#33$4.1M419,094$3.6M414,184+4,910+1.19%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#169$3.6M364,315$3.1M355,091+9,224+2.60%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#137$3.4M348,664$2.6M304,861+43,803+14.37%Add
KMG FIDUCIARY PARTNERS, LLC
0.3%0.23%#14$3.2M325,834$3.2M364,289-38,455-10.56%Reduce
Cerity Partners LLC
<0.01%<0.01%#186$2.8M287,733$2.5M291,998-4,265-1.46%Reduce
Cetera Investment Advisers
<0.01%<0.01%#202$2.6M263,368$3.9M456,013-192,645-42.25%Reduce
Fund Advisors of America Inc/FL
2.2%2.17%#1$2.4M247,613$2.1M246,874+739+0.30%Add
Marks Group Wealth Management, Inc
0.19%0.18%#26$2.2M219,290$1.9M219,29000.00%Unchanged
&PARTNERS
0.01%0.01%#132$2.1M210,466$1.8M205,873+4,593+2.23%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#195$2.0M208,565$2.1M212,804-4,239-1.99%Reduce
BEARING POINT CAPITAL, LLC
0.24%0.13%#20$1.8M181,100$827,89695,600+85,500+89.44%Add
BLAIR WILLIAM & CO/IL
<0.01%<0.01%#172$1.7M171,945$1.5M175,228-3,283-1.87%Reduce
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#238$1.6M166,821$1.4M165,005+1,816+1.10%Add
WOLVERINE ASSET MANAGEMENT LLC
0.01%0.02%#102$1.6M160,396$1.7M190,837-30,441-15.95%Reduce
High Net Worth Advisory Group LLC
0.31%0.31%#13$1.5M150,690$1.3M151,790-1,100-0.72%Reduce
Steward Partners Investment Advisory, LLC
0.01%0.01%#140$1.5M150,507$1.2M136,924+13,583+9.92%Add
Pointe Capital Management LLC
0.66%0.72%#6$1.5M150,408$1.5M168,107-17,699-10.53%Reduce
FIFTH THIRD BANCORP
<0.01%<0.01%#203$1.5M147,939$1.4M162,603-14,664-9.02%Reduce
Mariner, LLC
<0.01%<0.01%#220$1.4M147,674$1.3M146,055+1,619+1.11%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#282$1.4M137,678$1.3M146,357-8,679-5.93%Reduce
one8zero8, LLC
0.27%0.27%#18$1.4M137,650$1.2M139,150-1,500-1.08%Reduce
Avestar Capital, LLC
0.07%0.08%#45$1.3M135,200$1.2M135,20000.00%Unchanged
PRINCIPAL SECURITIES, INC.
0.02%0.02%#98$1.3M132,165$1.2M137,430-5,265-3.83%Reduce
Allworth Financial LP
0.01%<0.01%#157$1.3M130,473$1.1M125,049+5,424+4.34%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow