Eaton Vance Enhanced Eq IncmEOI
13F holders, Q4 2025 (December 31)89holders +5
12new positions
10sold out
$20.56avg. 13F price*
At the end of Q4 2025, 89 institutions reported holding Eaton Vance Enhanced Eq Incm (EOI) in their 13F filings, up 5 from Q3 2025. 12 opened new positions and 10 sold out. The largest holders were Raymond James Financial Inc. ($29.9M), Morgan Stanley ($16.6M) and Focus Partners Wealth ($16.0M).
- Company
- Eaton Vance Enhanced Eq Incm
- CUSIP
- 278274105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $19.8M |
| Exits | 10 | $23.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,643,716 shares bought and 1,246,865 shares sold, net +396,851 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Raymond James Financial Inc. | 0.01% | Add +33.1% | 1,452,384 | $29.9M |
| Morgan Stanley | 0.00% | Reduce -1.3% | 809,564 | $16.6M |
| Focus Partners Wealth | 0.02% | New | 779,999 | $16.0M |
| Bank of America Corp. | 0.00% | Add +0.9% | 595,755 | $12.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +10.8% | 540,404 | $11.1M |
| Wells Fargo & Company | 0.00% | Add +3.8% | 513,967 | $10.6M |
| Invesco Ltd. | 0.00% | Add +6.4% | 459,475 | $9.4M |
| Royal Bank of Canada | 0.00% | Add +4.9% | 328,825 | $6.8M |
| LPL Financial LLC | 0.00% | Add +5.9% | 259,117 | $5.3M |
| Guggenheim Capital LLC | 0.04% | Reduce -24.5% | 242,400 | $5.0M |
| Roman Butler Fullerton & Co. | 1.19% | Add +6.4% | 219,694 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Add +0.9% | 214,072 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +4.4% | 200,999 | $4.1M |
| UBS Group AG | 0.00% | Add +0.0% | 190,802 | $3.9M |
| Elevation Point Wealth Partners, LLC | 0.19% | Add +15.2% | 189,600 | $3.9M |
| Truist Financial Corp. | 0.01% | Add +6.9% | 189,573 | $3.9M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +16.4% | 187,300 | $3.9M |
| TPG Advisors LLC | 1.36% | Add +3.1% | 106,522 | $2.2M |
| Readystate Asset Management LP | 0.16% | New | 100,290 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -3.2% | 94,604 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +3.7% | 86,043 | $1.8M |
| Wolverine Asset Management LLC | 0.10% | Add +1900.9% | 81,237 | $1.7M |
| PMG Family Office LLC | 1.81% | Add +0.9% | 76,143 | $1.6M |
| OxenFree Capital LLC | 0.74% | Add +4.5% | 68,099 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.5% | 66,538 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -6.4% | 60,992 | $1.3M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -25.4% | 57,773 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.3% | 50,032 | $1.0M |
| Corient Private Wealth LP | 0.00% | No change | 47,697 | $981K |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 44,832 | $922K |
| D.A. Davidson & Co. | 0.01% | Reduce -5.1% | 41,672 | $857K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.0% | 40,430 | $831K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 40,151 | $826K |
| Guerra Pan Advisors, LLC | 0.48% | No change | 39,565 | $813K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -11.2% | 26,871 | $552K |
| Landscape Capital Management, L.L.C. | 0.04% | New | 25,418 | $523K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.5% | 21,813 | $448K |
| David J Yvars Group | 0.23% | New | 21,128 | $434K |
| Brick & Kyle, Associates | 0.15% | Reduce -2.3% | 21,069 | $433K |
| WCG Wealth Advisors LLC | 0.01% | No change | 20,874 | $429K |
| &partners | 0.00% | Add +17.3% | 20,235 | $416K |
| Shaker Financial Services, LLC | 0.12% | Reduce -26.0% | 18,473 | $380K |
| Rhodes Investment Advisors Inc. | 0.30% | — | 17,990 | $370K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -17.9% | 17,825 | $366K |
| Commons Capital, LLC | 0.26% | Add +6.7% | 17,751 | $365K |
| Indivisible Partners | 0.04% | — | 16,177 | $333K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +6.9% | 15,019 | $309K |
| Logan Stone Capital, LLC | 0.07% | New | 14,650 | $301K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +1.2% | 12,442 | $256K |
| Wedbush Securities Inc. | 0.01% | Add +11.7% | 11,028 | $227K |
| Stockman Wealth Management, Inc. | 0.03% | No change | 11,000 | $226K |
| Ieq Capital, LLC | 0.00% | No change | 11,000 | $226K |
| TMB Capital Partners, LLC | 0.08% | — | 10,853 | $223K |
| Mariner, LLC | 0.00% | No change | 10,801 | $222K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -5.7% | 13,006 | $221K |
| World Investment Advisors | 0.00% | New | 10,634 | $219K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.5% | 10,147 | $209K |
| Cwm, LLC | 0.00% | Add +0.6% | 9,987 | $205K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 7,650 | $157K |
| Geneos Wealth Management Inc. | 0.00% | Add +31.2% | 7,572 | $156K |
| Colonial Trust Co / SC | 0.02% | No change | 7,000 | $144K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 6,782 | $139K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -22.4% | 6,275 | $129K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.6% | 5,569 | $114K |
| Larson Financial Group LLC | 0.00% | No change | 5,489 | $113K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,856 | $100K |
| Hollencrest Capital Management | 0.00% | No change | 4,800 | $99K |
| Sunbelt Securities, Inc. | 0.01% | No change | 4,430 | $91K |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.6% | 3,828 | $79K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,268 | $67K |
| Lanark Financial, Inc. | 0.00% | Add +0.9% | 2,687 | $55K |
| Colonial Trust Advisors | 0.00% | Add +0.4% | 2,065 | $42K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,852 | $38K |
| Eagle Bay Advisors LLC | 0.02% | New | 1,500 | $31K |
| Comerica Bank | 0.00% | No change | 1,500 | $31K |
| Bullseye Investment Management, LLC | 0.01% | New | 1,351 | $28K |
| Barrett & Company, Inc. | 0.01% | No change | 750 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 718 | $15K |
| LRI Investments, LLC | 0.00% | No change | 618 | $13K |
| Smartleaf Asset Management LLC | 0.00% | No change | 509 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 470 | $10K |
| US Bancorp \de | 0.00% | No change | 274 | $6K |
| Quent Capital, LLC | 0.00% | New | 215 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 200 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 200 | $4K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 46 | $946 |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -46.5% | 38 | $781 |
| Assetmark, Inc. | 0.00% | No change | 24 | $493 |
| Huntington National Bank | 0.00% | No change | 1 | $21 |
"% 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.