EATON VANCE TAX-MANAGED GLOB
CUSIP 27829C105
Eaton Vance Tax-Managed Glob has 169 institutional holders in Filings Flow’s 13F database, together reporting 26.08M shares worth $224M as of Q1 2026. The largest reported holders are Guggenheim Capital LLC, Bank Of America Corp /De/, and 1607 Capital Partners, LLC.
Institutional Holders
169
Q1 2026
Reported Value
$224M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| RiverTree Advisors, LLC$158M AUM | 2.48% | $4M | 445.5K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 1.33% | $18M | 2.09M | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.60% | $2M | 197.2K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.54% | $2M | 214.9K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.45% | $14M | 1.63M | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.35% | $1M | 142.3K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.29% | $398,612 | 45.4K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 0.28% | $895,805 | 99.0K | Q3 2025OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 0.27% | $379,816 | 39.4K | Q2 2026 |
| Genesis Financial Group, LLC$158M AUM | 0.25% | $391,079 | 44.5K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.20% | $295,040 | 32.0K | Q4 2025OLDER |
| David J Yvars Group$212M AUM | 0.19% | $403,212 | 41.8K | Q2 2026 |
| Investment Management Trust, LLC$103M AUM | 0.17% | $176,914 | 20.1K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.17% | $466,905 | 53.2K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.16% | $497,989 | 56.7K | Q1 2026OLDER |
| Twin Lakes Capital Management, LLC$220M AUM | 0.16% | $351,072 | 40.0K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.16% | $490,670 | 55.9K | Q1 2026OLDER |
| Tiller Private Wealth, Inc.$281M AUM | 0.16% | $444,268 | 50.6K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.15% | $20M | 2.27M | Q1 2026OLDER |
| Arlington Capital Management, Inc.$177M AUM | 0.15% | $270,854 | 30.8K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.14% | $613,722 | 69.9K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.12% | $7M | 850.7K | Q1 2026OLDER |
| Saba Capital Management, L.P.$3.6B AUM | 0.12% | $4M | 439.0K | Q4 2025OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.12% | $501,690 | 52.0K | Q2 2026 |
| SAXON INTERESTS, INC.$290M AUM | 0.12% | $334,290 | 36.3K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.10% | $1M | 159.4K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.10% | $196,321 | 22.4K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.08% | $193,435 | 22.4K | Q3 2025OLDER |
| Indivisible Partners$1.1B AUM | 0.08% | $881,606 | 100.4K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.08% | $167,724 | 19.1K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.07% | $118,758 | 13.5K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.07% | $490,583 | 55.9K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.06% | $109,452 | 12.5K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.05% | $152,987 | 15.9K | Q2 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.04% | $102,283 | 11.3K | Q3 2025OLDER |
| Blue Water Asset Management$289M AUM | 0.04% | $101,573 | 11.0K | Q4 2025OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.04% | $108,611 | 12.4K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.03% | $109,741 | 12.5K | Q1 2026OLDER |
| Cohen Klingenstein LLC$3.1B AUM | 0.03% | $1M | 114.7K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.03% | $267,546 | 30.5K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.03% | $763,084 | 82.8K | Q4 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $530,344 | 59.5K | Q1 2026OLDER |
| Almitas Capital LLC$443M AUM | 0.03% | $120,918 | 13.8K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.03% | $3M | 312.6K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.02% | $112,955 | 12.9K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $389,002 | 45.9K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.02% | $95,483 | 10.9K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $5M | 534.2K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 0.02% | $130,403 | 14.9K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $5M | 567.9K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.02% | $87,800 | 10.0K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.02% | $194,578 | 22.2K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $616,154 | 70.2K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.02% | $176,452 | 20.1K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.02% | $100,654 | 11.5K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.02% | $136,002 | 15.5K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $363,246 | 41.4K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $469,659 | 53.5K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.01% | $25,621 | 2.8K | Q3 2025OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.01% | $253,189 | 28.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $853,406 | 97.2K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.01% | $93,215 | 10.3K | Q3 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $244,795 | 27.9K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $201,940 | 23.0K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.01% | $171,603 | 18.6K | Q4 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.01% | $93,946 | 10.7K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.01% | $104,739 | 10.9K | Q2 2026 |
| Diversified Enterprises, LLC$1.8B AUM | 0.01% | $180,951 | 20.6K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $439,264 | 50.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $125,283 | 14.3K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.01% | $151,455 | 17.3K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $76,862 | 8.5K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $520,701 | 59.3K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.01% | $149,260 | 17.0K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.01% | $19,755 | 2.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $270,276 | 30.8K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $13,925 | 1.6K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $156,993 | 17.9K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.01% | $92,135 | 10.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 426.3K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $436,032 | 49.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $3M | 315.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $1M | 115.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $769,778 | 87.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $910,732 | 103.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 1.70M | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.00% | $177,716 | 19.3K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $48,290 | 5.5K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $1M | 134.1K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.00% | $210,755 | 24.0K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $94,645 | 10.8K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $73,672 | 8.0K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $916,318 | 104.4K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $20,277 | 2.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $87,628 | 10.0K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $39,510 | 4.5K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $236,679 | 27.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $262,816 | 29.9K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $168,619 | 18.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $229,950 | 26.2K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.00% | $271,859 | 31.0K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 0.00% | $97,572 | 11.1K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $6,559 | 747 | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $19,755 | 2.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.00% | $105,791 | 12.0K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $13,126 | 1.5K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $4,610 | 525 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $14M | 1.60M | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $530,722 | 60.4K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $6,848 | 780 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $535,784 | 61.0K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 827.4K | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 0.00% | $10,097 | 1.1K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $100,003 | 11.4K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.00% | $2,046 | 233 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $9M | 972.9K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $3,801 | 420 | Q3 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $136,727 | 15.1K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $19M | 2.19M | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $130,621 | 14.9K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $99,732 | 11.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $452,500 | 50.0K | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $18,557 | 1.9K | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $633,967 | 71.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 136.4K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $98,073 | 11.2K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $259,958 | 29.6K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $3,688 | 400 | Q4 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $5,970 | 680 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 138.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $18M | 1.93M | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $743,030 | 84.6K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $30,366 | 3.1K | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 420.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $307,261 | 35.0K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $1,756 | 200 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $99,411 | 11.3K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $1,800 | 205 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $92,137 | 10.5K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $131,876 | 15.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $170,819 | 18.5K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $120,449 | 13.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $131,693 | 15.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 484.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 268.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $587,324 | 66.9K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $710,706 | 80.9K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $2M | 265.3K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $6,322 | 720 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $40,224 | 4.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $360,437 | 41.1K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $9,220 | 1.0K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 311.8K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $17,560 | 2.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $81,887 | 9.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $162,667 | 18.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $496,816 | 56.6K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $5,759 | 646 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $27,512 | 3.0K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $237,554 | 27.1K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $151,754 | 17.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $369,958 | 41.9K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $582,667 | 66.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $170,771 | 19.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $178,181 | 20.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $10,228 | 1.2K | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $108,409 | 11.8K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $286,290 | 32.6K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $139,778 | 15.9K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $116,053 | 12.6K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $339,914 | 38.7K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $105,496 | 12.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $43,461 | 5.0K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $4,610 | 500 | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $3,892 | 430 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $549,812 | 62.6K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $2,985 | 335 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $40,725 | 4.5K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,305 | 250 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $3,630 | 407 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $230,501 | 26.3K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $439 | 50 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $25,005 | 2.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,179 | 132 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1,866 | 220 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.