Eaton Vance Enhanced Eq IncmEOI
13F holders, Q2 2026 (June 30)91holders +6
13new positions
5sold out
$19.66avg. 13F price*
At the end of Q2 2026, 91 institutions reported holding Eaton Vance Enhanced Eq Incm (EOI) in their 13F filings, up 6 from Q1 2026. 13 opened new positions and 5 sold out. The largest holders were Raymond James Financial Inc. ($33.0M), Morgan Stanley ($12.1M) and Bank of America Corp. ($11.3M).
- Company
- Eaton Vance Enhanced Eq Incm
- CUSIP
- 278274105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $10.1M |
| Exits | 5 | $728K |
All 13F filers, Q1 2026 → Q2 2026: 1,022,257 shares bought and 1,562,546 shares sold, net −540,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Raymond James Financial Inc. | 0.01% | Add +11.3% | 1,678,256 | $33.0M |
| Morgan Stanley | 0.00% | Reduce -24.5% | 616,112 | $12.1M |
| Bank of America Corp. | 0.00% | Add +1.1% | 575,518 | $11.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.7% | 534,160 | $10.5M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 532,902 | $10.5M |
| Focus Partners Wealth | 0.01% | Reduce -66.7% | 490,844 | $9.6M |
| Invesco Ltd. | 0.00% | Add +12.9% | 450,145 | $8.8M |
| LPL Financial LLC | 0.00% | Add +5.3% | 374,206 | $7.4M |
| Shaker Financial Services, LLC | 1.91% | New | 309,881 | $6.1M |
| Roman Butler Fullerton & Co. | 1.04% | Reduce -1.0% | 218,581 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 218,542 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +8.2% | 217,008 | $4.3M |
| Guggenheim Capital LLC | 0.03% | Reduce -11.6% | 211,996 | $4.2M |
| Osaic Holdings, Inc. | 0.00% | Add +20.2% | 202,090 | $4.0M |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -1.8% | 184,826 | $3.6M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -1.8% | 182,526 | $3.6M |
| UBS Group AG | 0.00% | Reduce -3.6% | 181,878 | $3.6M |
| Wolverine Asset Management LLC | 0.16% | Add +659.4% | 155,693 | $3.1M |
| Royal Bank of Canada | 0.00% | Reduce -56.2% | 147,242 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.6% | 140,937 | $2.8M |
| TPG Advisors LLC | 1.04% | Add +4.3% | 96,020 | $1.9M |
| OxenFree Capital LLC | 0.84% | Add +15.0% | 92,825 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -2.4% | 88,002 | $1.7M |
| PMG Family Office LLC | 1.53% | Add +3.5% | 84,502 | $1.7M |
| Ameritas Advisory Services, LLC | 0.03% | Add +36.1% | 73,852 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -3.4% | 72,073 | $1.4M |
| Lynx Investment Advisory | 0.36% | New | 55,505 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.6% | 48,976 | $963K |
| EP Wealth Advisors, LLC | 0.00% | New | 48,327 | $950K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.5% | 48,047 | $945K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.3% | 47,654 | $937K |
| Corient Private Wealth LP | 0.00% | No change | 46,697 | $918K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.1% | 44,685 | $879K |
| Stifel Financial Corp. | 0.00% | Reduce -3.0% | 43,599 | $857K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.5% | 41,672 | $819K |
| Guerra Pan Advisors, LLC | 0.43% | Reduce -0.6% | 39,312 | $773K |
| Readystate Asset Management LP | 0.05% | New | 36,245 | $713K |
| David J Yvars Group | 0.32% | Add +54.4% | 33,185 | $652K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -65.3% | 31,966 | $628K |
| Commons Capital, LLC | 0.38% | Add +13.3% | 27,766 | $546K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -8.0% | 23,257 | $457K |
| WCG Wealth Advisors LLC | 0.01% | No change | 20,874 | $410K |
| Brick & Kyle, Associates | 0.13% | No change | 20,269 | $381K |
| Rhodes Investment Advisors Inc. | 0.26% | Add +1.6% | 18,275 | $359K |
| &partners | 0.00% | Reduce -1.6% | 18,155 | $357K |
| XTX Topco Ltd | 0.00% | New | 17,008 | $334K |
| NorthRock Partners, LLC | 0.00% | Reduce -15.2% | 16,353 | $322K |
| Wedbush Securities Inc. | 0.01% | Add +42.6% | 15,703 | $309K |
| Indivisible Partners | 0.01% | No change | 12,777 | $251K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +1.3% | 12,755 | $251K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -16.8% | 12,500 | $246K |
| Mariner, LLC | 0.00% | New | 12,360 | $243K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 11,883 | $234K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -3.8% | 11,661 | $229K |
| TMB Capital Partners, LLC | 0.07% | Add +2.1% | 11,304 | $222K |
| Stockman Wealth Management, Inc. | 0.02% | No change | 11,000 | $216K |
| Ieq Capital, LLC | 0.00% | No change | 11,000 | $216K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 10,114 | $199K |
| Axiom Investment Management LLC | 0.09% | Add +18.0% | 7,144 | $140K |
| Colonial Trust Co / SC | 0.02% | No change | 7,000 | $136K |
| Horizon Financial Services, LLC | 0.05% | New | 6,350 | $125K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -26.4% | 5,572 | $110K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.0% | 5,541 | $109K |
| Harbour Investments, Inc. | 0.00% | No change | 5,376 | $106K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,856 | $95K |
| Hollencrest Capital Management | 0.01% | No change | 4,800 | $94K |
| Larson Financial Group LLC | 0.00% | No change | 4,735 | $93K |
| JPMorgan Chase & Co. | 0.00% | Add +22.2% | 4,679 | $91K |
| IFG Advisory, LLC | 0.00% | New | 3,853 | $76K |
| Lanark Financial, Inc. | 0.00% | Add +0.9% | 2,736 | $54K |
| Colonial Trust Advisors | 0.00% | Add +0.4% | 2,084 | $41K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,852 | $36K |
| Fifth Third Bancorp | 0.00% | No change | 1,500 | $29K |
| Bullseye Investment Management, LLC | 0.01% | Reduce -3.8% | 1,300 | $26K |
| Jones Financial Companies LLLP | 0.00% | Add +2664.1% | 1,078 | $21K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 916 | $18K |
| Barrett & Company, Inc. | 0.00% | No change | 750 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 718 | $14K |
| LRI Investments, LLC | 0.00% | No change | 618 | $12K |
| Financial Gravity Companies, Inc. | 0.00% | — | 530 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 509 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 470 | $9K |
| US Bancorp \de | 0.00% | No change | 274 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 200 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 150 | $3K |
| Providence Capital Advisors, LLC | 0.00% | New | 116 | $2K |
| IFP Advisors, Inc | 0.00% | New | 90 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 46 | $904 |
| Assetmark, Inc. | 0.00% | No change | 24 | $472 |
| Huntington National Bank | 0.00% | No change | 1 | $20 |
| Hantz Financial Services, Inc. | 0.00% | New | 20 | $0 |
"% of holder's portfolio" is EOI's weight in each manager's 13F, not the share of Eaton Vance Enhanced Eq Incm the manager owns.