EATON VANCE TAX-MANAGED GLOB (ETW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
164
Reporting holders
$252.7M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | $21.9M | 2,274,928 | 0.14% | 31q | HELD |
| 1607 Capital Partners, LLC | $21.2M | 2,196,365 | 1.84% | 12q | +4.9%+$979.7K |
| BANK OF AMERICA CORP /DE/ | $20.1M | 2,087,980 | 0.00% | 31q | -4.5%-$944.5K |
| MORGAN STANLEY | $19.8M | 2,053,674 | 0.00% | 35q | +3.9%+$745.7K |
| RAYMOND JAMES FINANCIAL INC | $16.9M | 1,757,063 | 0.00% | 7q | +3.3%+$543.5K |
| Invesco Ltd. | $16.2M | 1,683,576 | 0.00% | 31q | +5.0%+$775.4K |
| Karpus Management, Inc. | $15.6M | 1,616,305 | 0.45% | 15q | -0.6%-$87.7K |
| ROYAL BANK OF CANADA | $9.9M | 1,022,731 | 0.00% | 31q | +5.1%+$480.4K |
| Advisors Asset Management, Inc. | $8.7M | 903,911 | 0.13% | 34q | +6.3%+$513.1K |
| LPL Financial LLC | $8.3M | 863,063 | 0.00% | 31q | +4.3%+$343.4K |
| Cresset Asset Management, LLC | $5.2M | 536,208 | 0.02% | 13q | HELD |
| Saba Capital Management, L.P. | $4.7M | 490,828 | 0.12% | new | NEW |
| UBS Group AG | $4.6M | 478,434 | 0.00% | 31q | -1.2%-$55.9K |
| OSAIC HOLDINGS, INC. | $4.5M | 470,113 | 0.01% | 26q | +10.3%+$422.7K |
| Pathstone Holdings, LLC | $4.5M | 470,067 | 0.01% | 10q | -17.2%-$942.8K |
| Rockefeller Capital Management L.P. | $3.9M | 405,104 | 0.01% | 30q | +28.3%+$861.2K |
| AMERIPRISE FINANCIAL INC | $3.8M | 390,092 | 0.00% | 31q | -53.6%-$4.3M |
| WELLS FARGO & COMPANY/MN | $3.6M | 374,914 | 0.00% | 31q | -39.9%-$2.4M |
| RiverTree Advisors, LLC | $2.9M | 305,360 | 1.74% | 6q | -31.5%-$1.4M |
| FRANKLIN RESOURCES INC | $2.6M | 269,972 | 0.00% | 24q | +1.8%+$45.1K |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 262,557 | 0.00% | 31q | -2.1%-$54.2K |
| Shaker Financial Services, LLC | $2.5M | 259,227 | 0.78% | 17q | +31.4%+$597.7K |
| ROMAN BUTLER FULLERTON & CO | $2.1M | 222,370 | 0.51% | 31q | +3.5%+$71.6K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.6M | 165,563 | 0.01% | 7q | -47.0%-$1.4M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.6M | 163,822 | 0.09% | 26q | +2.8%+$42.8K |
| FRANKLIN STREET ADVISORS INC /NC | $1.4M | 150,334 | 0.08% | 13q | HELD |
| Logan Stone Capital, LLC | $1.4M | 144,751 | 0.29% | 3q | +1.7%+$23.8K |
| Calamos Advisors LLC | $1.4M | 143,639 | 0.00% | 10q | +7.1%+$92.3K |
| Cetera Investment Advisers | $1.3M | 139,718 | 0.00% | 10q | +2.5%+$32.4K |
| STIFEL FINANCIAL CORP | $1.2M | 124,449 | 0.00% | 31q | -10.4%-$138.9K |
| Cohen Klingenstein LLC | $1.1M | 114,690 | 0.03% | 31q | HELD |
| Private Advisor Group, LLC | $1.1M | 108,978 | 0.00% | 31q | -5.8%-$64.4K |
| Steward Partners Investment Advisory, LLC | $999.9K | 103,728 | 0.01% | 31q | HELD |
| Arkadios Wealth Advisors | $937.1K | 97,214 | 0.01% | 23q | HELD |
| Indivisible Partners | $914.7K | 94,889 | 0.05% | 3q | -5.5%-$53.2K |
| D.A. DAVIDSON & CO. | $845.2K | 87,674 | 0.00% | 31q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $819.6K | 85,021 | 0.10% | 6q | +52.2%+$281.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $816.6K | 84,712 | 0.00% | 31q | HELD |
| TWO SIGMA INVESTMENTS, LP | $780.3K | 80,946 | 0.00% | 5q | HELD |
| PMG Family Office LLC | $700.0K | 72,615 | 0.65% | 4q | +2.2%+$15.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $683.0K | 70,993 | 0.00% | 7q | HELD |
| HighTower Advisors, LLC | $674.7K | 69,986 | 0.00% | 31q | +4.6%+$29.8K |
| one8zero8, LLC | $673.8K | 69,900 | 0.13% | 7q | HELD |
| WCG Wealth Advisors LLC | $672.6K | 69,767 | 0.02% | 6q | -0.6%-$4.0K |
| NewEdge Advisors, LLC | $590.1K | 61,212 | 0.00% | 19q | HELD |
| HARBOUR INVESTMENTS, INC. | $584.0K | 60,577 | 0.01% | 21q | +2.1%+$12.3K |
| Allworth Financial LP | $582.8K | 60,456 | 0.00% | 27q | HELD |
| Closed-End Fund Advisors, Inc. | $561.3K | 58,226 | 0.55% | 3q | -1.0%-$5.5K |
| PNC Financial Services Group, Inc. | $550.3K | 57,085 | 0.00% | 31q | +0.9%+$4.8K |
| Alteri Wealth LLC | $529.1K | 54,885 | 0.15% | 7q | -1.8%-$9.6K |
| Advisory Advocates, LLC | $527.3K | 54,701 | 0.45% | 3q | +1.3%+$6.7K |
| Joseph P. Lucia & Associates, LLC | $518.7K | 53,806 | 0.16% | 15q | +1.2%+$6.1K |
| Centurion Wealth Management LLC | $501.7K | 52,043 | 0.12% | 11q | HELD |
| Compound Planning, Inc. | $499.1K | 51,778 | 0.01% | 14q | -3.2%-$16.5K |
| Kovack Advisors, Inc. | $492.5K | 51,373 | 0.02% | 3q | -13.7%-$78.2K |
| Tiller Private Wealth, Inc. | $487.8K | 50,600 | 0.15% | 19q | HELD |
| Dakota Wealth Management | $482.3K | 50,030 | 0.01% | 15q | HELD |
| OPPENHEIMER & CO INC | $457.9K | 47,504 | 0.00% | 31q | -4.3%-$20.8K |
| Avory & Company, LLC | $440.4K | 45,682 | 0.55% | 18q | HELD |
| Quantedge Capital Pte Ltd | $437.7K | 45,400 | 0.33% | new | NEW |
| Camelot Portfolios, LLC | $437.7K | 45,400 | 0.31% | 6q | HELD |
| Genesis Financial Group, LLC | $434.5K | 45,071 | 0.28% | 3q | +1.2%+$5.1K |
| EVOLVE PRIVATE WEALTH, LLC | $433.3K | 44,950 | 0.03% | new | NEW |
| Sanctuary Advisors, LLC | $432.5K | 44,864 | 0.00% | 5q | +227.0%+$300.2K |
| B. Riley Wealth Advisors, Inc. | $424.2K | 44,798 | 0.02% | 5q | -2.3%-$10.2K |
| David J Yvars Group | $403.2K | 41,827 | 0.19% | 5q | +34.8%+$104.1K |
| Twin Lakes Capital Management, LLC | $393.6K | 40,829 | 0.15% | 16q | +2.1%+$8.1K |
| HighPoint Advisor Group LLC | $381.5K | 39,572 | 0.01% | 3q | -4.4%-$17.4K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $379.8K | 39,400 | 0.27% | 12q | -16.1%-$73.0K |
| CITIGROUP INC | $373.7K | 38,761 | 0.00% | 31q | HELD |
| MML INVESTORS SERVICES, LLC | $363.2K | 37,672 | 0.00% | 16q | +7.6%+$25.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $361.9K | 37,542 | 0.00% | 3q | -8.6%-$33.8K |
| Creative Planning | $339.0K | 35,050 | 0.00% | 31q | -16.4%-$66.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $319.0K | 33,093 | 0.00% | 31q | +1.5%+$4.7K |
| Mariner, LLC | $305.6K | 31,706 | 0.00% | 9q | +17.2%+$44.8K |
| Arlington Capital Management, Inc. | $301.1K | 31,230 | 0.19% | 2q | +1.2%+$3.7K |
| JANE STREET GROUP, LLC | $300.0K | 31,118 | 0.00% | 6q | -50.3%-$303.7K |
| CreativeOne Wealth, LLC | $292.9K | 30,383 | 0.01% | 7q | -1.3%-$3.9K |
| COMMERCE BANK | $285.4K | 29,608 | 0.00% | 22q | HELD |
| Jacobi Capital Management LLC | $272.8K | 28,299 | 0.01% | 31q | -1.9%-$5.2K |
| ROTHSCHILD INVESTMENT LLC | $262.2K | 27,198 | 0.01% | 11q | -2.4%-$6.6K |
| Summit Financial, LLC | $260.2K | 26,994 | 0.00% | 5q | HELD |
| &PARTNERS | $259.4K | 26,908 | 0.00% | 5q | +79.4%+$114.8K |
| Stratos Wealth Partners, LTD. | $252.6K | 26,204 | 0.00% | 31q | -12.5%-$35.9K |
| Almitas Capital LLC | $243.7K | 25,276 | 0.06% | 2q | +83.5%+$110.9K |
| WEST MICHIGAN ADVISORS, LLC | $237.0K | 25,730 | 0.02% | 9q | +100.0%+$118.5K |
| Cornerstone Advisory, LLC | $227.5K | 23,597 | 0.02% | 31q | +17.4%+$33.7K |
| Corient Private Wealth LP | $225.2K | 23,364 | 0.00% | new | NEW |
| Stratos Wealth Advisors, LLC | $221.7K | 23,000 | 0.01% | 15q | HELD |
| DECISION INVESTMENTS, INC | $217.8K | 22,590 | 0.20% | 3q | +4.9%+$10.2K |
| Heritage Wealth Management, Inc. | $215.6K | 22,360 | 0.05% | 9q | HELD |
| Certified Advisory Corp | $213.6K | 22,154 | 0.02% | 29q | HELD |
| Capital CS Group, LLC | $212.9K | 22,090 | 0.17% | 23q | +1.9%+$4.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $212.8K | 22,071 | 0.00% | 7q | -15.7%-$39.7K |
| Diversified Enterprises, LLC | $200.0K | 20,752 | 0.01% | 8q | +0.7%+$1.4K |
| XTX Topco Ltd | $199.7K | 20,717 | 0.00% | new | NEW |
| Investment Management Trust, LLC | $198.3K | 20,575 | 0.18% | 2q | +2.1%+$4.1K |
| Kestra Advisory Services, LLC | $198.2K | 20,563 | 0.00% | 11q | -80.3%-$807.8K |
| TRUIST FINANCIAL CORP | $195.6K | 20,294 | 0.00% | 20q | HELD |
| Cerity Partners LLC | $187.5K | 19,450 | 0.00% | 5q | HELD |
Showing the largest 100 of 175 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 164 | $252.7M | 26,223,163 | 15 | 54 | 35 | 0.0% |
| Q1 2026 | 163 | $231.4M | 26,393,596 | 13 | 64 | 32 | 0.0% |
| Q4 2025 | 164 | $238.8M | 25,895,804 | 11 | 49 | 44 | 0.0% |
| Q3 2025 | 157 | $208.6M | 23,058,355 | 15 | 42 | 36 | 0.0% |
| Q2 2025 | 158 | $214.9M | 24,854,095 | 24 | 43 | 40 | 0.0% |
| Q1 2025 | 155 | $198.4M | 24,059,321 | 21 | 47 | 34 | 0.0% |
| Q4 2024 | 151 | $211.5M | 25,131,906 | 20 | 37 | 36 | 0.0% |
| Q3 2024 | 130 | $210.6M | 24,280,293 | 9 | 41 | 28 | 0.0% |
| Q2 2024 | 135 | $229.0M | 27,680,371 | 16 | 41 | 34 | 0.0% |
| Q1 2024 | 131 | $254.8M | 31,088,813 | 13 | 48 | 34 | 0.0% |
| Q4 2023 | 133 | $215.3M | 27,701,848 | 12 | 46 | 35 | 0.0% |
| Q3 2023 | 134 | $178.0M | 23,296,268 | 17 | 48 | 30 | 0.0% |
| Q2 2023 | 126 | $176.4M | 21,459,545 | 10 | 45 | 31 | 0.0% |
| Q1 2023 | 119 | $153.5M | 19,015,627 | 6 | 42 | 32 | 0.0% |
| Q4 2022 | 116 | $127.3M | 16,377,864 | 26 | 33 | 25 | 0.0% |
| Q3 2022 | 129 | $149.3M | 19,680,551 | 18 | 37 | 27 | 0.0% |
| Q2 2022 | 123 | $175.6M | 21,134,322 | 12 | 49 | 27 | 0.0% |
| Q1 2022 | 125 | $205.3M | 20,144,058 | 13 | 51 | 21 | 0.0% |
| Q4 2021 | 127 | $214.2M | 19,166,225 | 12 | 48 | 20 | 0.0% |
| Q3 2021 | 111 | $201.0M | 18,627,348 | 4 | 47 | 17 | 0.0% |
| Q2 2021 | 118 | $200.7M | 18,425,906 | 10 | 45 | 29 | 0.0% |
| Q1 2021 | 121 | $193.5M | 18,756,217 | 10 | 45 | 35 | 0.0% |
| Q4 2020 | 118 | $189.5M | 19,576,767 | 16 | 36 | 29 | 0.0% |
| Q3 2020 | 106 | $166.7M | 19,510,894 | 9 | 36 | 36 | 0.0% |
| Q2 2020 | 105 | $169.7M | 19,614,706 | 6 | 33 | 41 | 0.0% |
| Q1 2020 | 121 | $160.3M | 21,492,462 | 22 | 30 | 40 | 0.0% |
| Q4 2019 | 110 | $196.6M | 18,954,849 | 7 | 31 | 26 | 0.0% |
| Q3 2019 | 103 | $172.4M | 17,844,800 | 7 | 30 | 30 | 0.0% |
| Q2 2019 | 107 | $170.8M | 17,445,933 | 11 | 39 | 25 | 0.0% |
| Q1 2019 | 113 | $172.7M | 17,604,860 | 14 | 30 | 33 | 0.0% |
| Q4 2018 | 109 | $152.1M | 15,952,762 | 0 | 1 | 3 | 0.0% |