XEXGX

Eaton Vance Tax-Managed GlobETF
UnclassifiedCUSIP 27829F108

Among active 13F managers last quarter, 2 opened and 25 added, while 20 reduced; the largest holder to move was Advisors Asset Management, Inc. (+5.0%).

Tracked 13F holders
282
201 in Q2 2026 filings
13F value (tracked)
$530.5M
13F moves · latest Q
27 added
20 reduced

Who owns XEXGX?

282 tracked 13F filers · ranked by shares held

282 tracked 13F filers disclose a position in XEXGX as of the latest SEC 13F filings, a combined $530.5M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Morgan Stanley23.5M
$203.4M
−2.9%
Reduced · −714K sh
Q1 2026
2LPL Financial LLC3.8M
$32.8M
+0.6%
Added · +22K sh
Q1 2026
3Bank Of America Corp2.7M
$23.3M
+0.4%
Added · +12K sh
Q1 2026
4Raymond James Financial Inc2.2M
$19.2M
+5.4%
Added · +115K sh
Q1 2026
5Wells Fargo & Company1.4M
$12.2M
+12%
Added · +152K sh
Q1 2026
6Advisors Asset Management, Inc.1.4M
$13.7M
+5.0%
Added · +66K sh
Q2 2026
7Royal Bank Of Canada1.4M
$12.0M
−1.3%
Reduced · −18K sh
Q1 2026
8Allspring Global Investments Holdings, LLC1.3M
$12.8M
+10%
Added · +121K sh
Q2 2026
9Guggenheim Capital LLC1.2M
$10.7M
−5.0%
Reduced · −64K sh
Q1 2026
10Stifel Financial Corp1.2M
$10.4M
+16%
Added · +165K sh
Q1 2026
11Karpus Management, Inc.1.2M
$11.4M
−1.0%
Reduced · −12K sh
Q2 2026
12Ameriprise Financial Inc963K
$8.3M
−2.6%
Reduced · −26K sh
Q1 2026
13HighTower Advisors, LLC860K
$7.4M
+3.2%
Added · +27K sh
Q1 2026
14Formidable Asset Management, LLC834K
$7.2M
−1.1%
Reduced · −9K sh
Q2 2026
15Prosperity Consulting Group, LLC774K
$7.6M
+4.4%
Added · +33K sh
Q2 2026
16UBS Group AG716K
$6.2M
+1.9%
Added · +13K sh
Q1 2026
17Snowden Capital Advisors LLC659K
$6.5M
+0.3%
Added · +2K sh
Q2 2026
18Focused Wealth Management, Inc600K
$5.9M
+0.3%
Added · +2K sh
Q2 2026
19Osaic Holdings, Inc.559K
$4.8M
+9.5%
Added · +48K sh
Q1 2026
20Kestra Advisory Services, LLC550K
$5.4M
−4.8%
Reduced · −28K sh
Q2 2026
21SAM Advisors, LLC541K
$5.3M
+3.6%
Added · +19K sh
Q2 2026
22Rockefeller Capital Management L.P.499K
$4.3M
+6.0%
Added · +28K sh
Q1 2026
23Cetera Investment Advisers456K
$3.9M
−1.0%
Reduced · −5K sh
Q1 2026
24NewEdge Advisors, LLC431K
$4.2M
−0.7%
Reduced · −3K sh
Q2 2026
25CoreCap Advisors, LLC414K
$3.6M
+0.9%
Added · +4K sh
Q1 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, 2 funds opened a new position in XEXGX and 25 added to an existing one, while 20 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
25
added to an existing position
Reduced
20
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own XEXGX also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT152 funds$53.3B
Nvidia CorpNVDA150 funds$71.9B
Apple IncAAPL150 funds$58.2B
Amazon.com IncAMZN149 funds$37.3B
Johnson & JohnsonJNJ146 funds$10.6B
Alphabet Inc-CL CGOOG145 funds$22.7B
JPMorgan Chase & CoJPM145 funds$14.7B
Alphabet Inc-CL AGOOGL144 funds$31.8B
Berkshire Hathaway Inc-CL BBRK/B144 funds$8.4B
Chevron CorpCVX144 funds$6.5B
SS SPDR S&P 500 ETF Trust-USSPY143 funds$5.9B
Meta Platforms Inc-Class AMETA142 funds$18.8B

Ranked by how many of XEXGX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XEXGX.

Institutional ownership over time

201 tracked filers in Q2 2026 filingsstill filing
0132264Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $116.8M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

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

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Connected entities for XEXGX

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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 + the live filing stream, joined for XEXGX. Filings are public domain, sourced to SEC EDGAR.