Eaton Vance Enhanced Eq IncmEOI
13F holders, Q1 2026 (March 31)85holders −4
9new positions
12sold out
$18.82avg. 13F price*
At the end of Q1 2026, 85 institutions reported holding Eaton Vance Enhanced Eq Incm (EOI) in their 13F filings, down 4 from Q4 2025. 9 opened new positions and 12 sold out. The largest holders were Raymond James Financial Inc. ($28.3M), Focus Partners Wealth ($27.7M) and Morgan Stanley ($15.3M).
- Company
- Eaton Vance Enhanced Eq Incm
- CUSIP
- 278274105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.0M |
| Exits | 12 | $4.8M |
All 13F filers, Q4 2025 → Q1 2026: 1,158,177 shares bought and 478,203 shares sold, net +679,974 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Raymond James Financial Inc. | 0.01% | Add +3.8% | 1,507,644 | $28.3M |
| Focus Partners Wealth | 0.03% | Add +88.8% | 1,472,565 | $27.7M |
| Morgan Stanley | 0.00% | Add +0.8% | 815,598 | $15.3M |
| Bank of America Corp. | 0.00% | Reduce -4.4% | 569,306 | $10.7M |
| Wells Fargo & Company | 0.00% | Add +6.1% | 545,247 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.5% | 543,309 | $10.2M |
| Invesco Ltd. | 0.00% | Reduce -13.2% | 398,771 | $7.5M |
| LPL Financial LLC | 0.00% | Add +37.1% | 355,211 | $6.7M |
| Royal Bank of Canada | 0.00% | Add +2.3% | 336,433 | $6.3M |
| Guggenheim Capital LLC | 0.04% | Reduce -1.0% | 239,891 | $4.5M |
| Roman Butler Fullerton & Co. | 1.20% | Add +0.5% | 220,865 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Add +1.3% | 216,812 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +5.8% | 200,602 | $3.8M |
| UBS Group AG | 0.00% | Reduce -1.1% | 188,755 | $3.5M |
| Elevation Point Wealth Partners, LLC | 0.08% | Reduce -0.7% | 188,248 | $3.5M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -0.7% | 185,947 | $3.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.4% | 168,111 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +121.0% | 134,791 | $2.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +1366.3% | 92,010 | $1.8M |
| TPG Advisors LLC | 1.08% | Reduce -13.6% | 92,053 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -4.7% | 90,158 | $1.7M |
| OxenFree Capital LLC | 0.78% | Add +18.5% | 80,711 | $1.6M |
| PMG Family Office LLC | 1.71% | Add +7.2% | 81,657 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -13.3% | 74,644 | $1.4M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -6.1% | 54,262 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.3% | 53,688 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.5% | 49,801 | $935K |
| HighTower Advisors, LLC | 0.00% | Add +17.8% | 47,609 | $894K |
| Corient Private Wealth LP | 0.00% | Reduce -2.1% | 46,697 | $877K |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 44,965 | $844K |
| D.A. Davidson & Co. | 0.00% | Add +0.5% | 41,864 | $786K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.0% | 40,951 | $769K |
| Guerra Pan Advisors, LLC | 0.46% | No change | 39,565 | $743K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.9% | 25,278 | $475K |
| Commons Capital, LLC | 0.39% | Add +38.1% | 24,512 | $460K |
| David J Yvars Group | 0.23% | Add +1.8% | 21,500 | $404K |
| WCG Wealth Advisors LLC | 0.01% | No change | 20,874 | $392K |
| Wolverine Asset Management LLC | 0.02% | Reduce -74.8% | 20,503 | $385K |
| Brick & Kyle, Associates | 0.13% | Reduce -3.8% | 20,269 | $381K |
| NorthRock Partners, LLC | 0.01% | New | 19,285 | $362K |
| &partners | 0.00% | Reduce -8.8% | 18,455 | $347K |
| Rhodes Investment Advisors Inc. | 0.29% | No change | 17,990 | $338K |
| Range Advisory, LLC | 0.06% | New | 16,276 | $306K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 15,019 | $282K |
| Indivisible Partners | 0.02% | Reduce -21.0% | 12,777 | $240K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +1.2% | 12,596 | $237K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +19.4% | 12,118 | $228K |
| Jane Street Group, LLC | 0.00% | New | 11,365 | $213K |
| TMB Capital Partners, LLC | 0.07% | Add +2.0% | 11,076 | $208K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.2% | 11,008 | $207K |
| Stockman Wealth Management, Inc. | 0.02% | No change | 11,000 | $207K |
| Ieq Capital, LLC | 0.00% | No change | 11,000 | $207K |
| World Investment Advisors | 0.00% | No change | 10,634 | $200K |
| Cwm, LLC | 0.00% | Add +0.6% | 10,048 | $189K |
| Geneos Wealth Management Inc. | 0.00% | No change | 7,572 | $142K |
| Colonial Trust Co / SC | 0.02% | No change | 7,000 | $127K |
| Axiom Investment Management LLC | 0.09% | — | 6,054 | $114K |
| NewEdge Advisors, LLC | 0.00% | Add +7.0% | 5,957 | $112K |
| Harbour Investments, Inc. | 0.00% | New | 5,376 | $101K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,856 | $91K |
| Hollencrest Capital Management | 0.00% | No change | 4,800 | $90K |
| Larson Financial Group LLC | 0.00% | Reduce -13.7% | 4,735 | $89K |
| Sunbelt Securities, Inc. | 0.01% | No change | 4,430 | $83K |
| JPMorgan Chase & Co. | 0.00% | No change | 3,828 | $69K |
| Lanark Financial, Inc. | 0.00% | Add +0.9% | 2,711 | $51K |
| Colonial Trust Advisors | 0.00% | Add +0.5% | 2,075 | $39K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,852 | $35K |
| Fifth Third Bancorp | 0.00% | New | 1,500 | $28K |
| Bullseye Investment Management, LLC | 0.01% | No change | 1,351 | $25K |
| VSM Wealth Advisory, LLC | 0.01% | New | 916 | $17K |
| Barrett & Company, Inc. | 0.00% | No change | 750 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 718 | $13K |
| LRI Investments, LLC | 0.00% | No change | 618 | $12K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 530 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 509 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 470 | $9K |
| Advisory Services Network, LLC | 0.00% | New | 275 | $5K |
| US Bancorp \de | 0.00% | No change | 274 | $5K |
| Quent Capital, LLC | 0.00% | No change | 215 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 200 | $4K |
| Highline Wealth Partners LLC | 0.00% | Reduce -25.0% | 150 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 46 | $864 |
| Jones Financial Companies LLLP | 0.00% | New | 39 | $706 |
| Assetmark, Inc. | 0.00% | No change | 24 | $451 |
| Huntington National Bank | 0.00% | No change | 1 | $19 |
"% 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.