XEXGX

Eaton Vance Tax-Managed GlobETF$10.52 0.19%
UnclassifiedUSCUSIP 27829F108· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
196
+8 QoQ
13F Value (tracked)
$486.1M
13F Moves · latest Q
21 added
22 trimmed
Recent Filings
0

Price & smart-money activity

$10.52 0.19%5Y +2.8%
$7.15$8.06$8.97$9.88$10.79202120222023202420252026
End-of-day closing prices52w $9.11 – $10.63

Who owns XEXGX?

196 tracked 13F filers

196 tracked 13F filers disclose a position in XEXGX as of the latest SEC 13F filings, a combined $486.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$203.4M
23.5M
−2.9%
Reduced · −714K sh
Q1 2026
2LPL Financial LLC
$32.8M
3.8M
+0.6%
Added · +22K sh
Q1 2026
3BANK OF AMERICA CORP /DE/
$23.3M
2.7M
+0.4%
Added · +12K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$19.2M
2.2M
+5.4%
Added · +115K sh
Q1 2026
5WELLS FARGO & COMPANY/MN
$12.2M
1.4M
+12%
Added · +152K sh
Q1 2026
6ROYAL BANK OF CANADA
$12.0M
1.4M
−1.3%
Reduced · −18K sh
Q1 2026
7Advisors Asset Management, Inc.
$11.5M
1.3M
+4.4%
Added · +56K sh
Q1 2026
8GUGGENHEIM CAPITAL LLC
$10.7M
1.2M
−5.0%
Reduced · −64K sh
Q1 2026
9STIFEL FINANCIAL CORP
$10.4M
1.2M
+16%
Added · +165K sh
Q1 2026
10Allspring Global Investments Holdings, LLC
$10.3M
1.2M
−1.6%
Reduced · −19K sh
Q1 2026
11Karpus Management, Inc.
$10.2M
1.2M
−20%
Reduced · −289K sh
Q1 2026
12AMERIPRISE FINANCIAL INC
$8.3M
963K
−2.6%
Reduced · −26K sh
Q1 2026
13HighTower Advisors, LLC
$7.4M
860K
+3.2%
Added · +27K sh
Q1 2026
14Formidable Asset Management, LLC
$7.2M
834K
−1.1%
Reduced · −9K sh
Q2 2026
15Prosperity Consulting Group, LLC
$6.4M
742K
+1.8%
Added · +13K sh
Q1 2026
16UBS Group AG
$6.2M
716K
+1.9%
Added · +13K sh
Q1 2026
17Snowden Capital Advisors LLC
$5.7M
657K
−0.9%
Reduced · −6K sh
Q1 2026
18Kestra Advisory Services, LLC
$5.0M
578K
+25%
Added · +115K sh
Q1 2026
19OSAIC HOLDINGS, INC.
$4.8M
559K
+9.5%
Added · +48K sh
Q1 2026
20Rockefeller Capital Management L.P.
$4.3M
499K
+6.0%
Added · +28K sh
Q1 2026
21Cetera Investment Advisers
$3.9M
456K
−1.0%
Reduced · −5K sh
Q1 2026
22NewEdge Advisors, LLC
$3.8M
434K
−1.9%
Reduced · −9K sh
Q1 2026
23CoreCap Advisors, LLC
$3.6M
414K
+0.9%
Added · +4K sh
Q1 2026
24COMMONWEALTH EQUITY SERVICES, LLC
$3.1M
355K
−49%
Reduced · −345K sh
Q1 2026
25KMG FIDUCIARY PARTNERS, LLC
$3.2M
326K
−11%
Reduced · −38K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is XEXGX being bought or sold by institutions?

Last quarter, 4 funds opened a new position in XEXGX and 17 added to an existing one, while 22 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
17
funds
Reduced
22
funds
Exited
0
funds

Funds that own XEXGX also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT97 funds$24.4B
HOME DEPOT INCHD97 funds$4.2B
NVIDIA CORPNVDA96 funds$30.9B
BROADCOM INCAVGO96 funds$11.9B
META PLATFORMS INC-CLASS AMETA96 funds$10.6B
ELI LILLY & COLLY96 funds$6.4B
JOHNSON & JOHNSONJNJ96 funds$6.3B
TESLA INCTSLA96 funds$5.6B
CHEVRON CORPCVX96 funds$4.1B
ABBVIE INCABBV96 funds$4.0B
NETFLIX INCNFLX96 funds$3.3B
GENERAL ELECTRICGE96 funds$2.7B

Ranked by how many of XEXGX's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

191 funds+36 since Q3 2024
096191Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $486.6M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in XEXGX

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XEXGX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XEXGX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XEXGX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.