Eaton Vance Enh Eqt Inc. IIEOS
13F holders, Q1 2025 (March 31)129holders +7
18new positions
10sold out
$21.21avg. 13F price*
At the end of Q1 2025, 129 institutions reported holding Eaton Vance Enh Eqt Inc. II (EOS) in their 13F filings, up 7 from Q4 2024. 18 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($28.9M), Morgan Stanley ($26.4M) and Guggenheim Capital LLC ($18.7M).
- Company
- Eaton Vance Enh Eqt Inc. II
- CUSIP
- 278277108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $4.6M |
| Exits | 10 | $4.0M |
All 13F filers, Q4 2024 → Q1 2025: 637,487 shares bought and 574,948 shares sold, net +62,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Bank of America Corp. | 0.00% | Reduce -5.5% | 1,369,896 | $28.9M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 1,250,183 | $26.4M |
| Guggenheim Capital LLC | 0.18% | Add +0.5% | 887,283 | $18.7M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 627,437 | $13.2M |
| Raymond James Financial Inc. | 0.01% | Add +0.6% | 622,914 | $13.1M |
| Invesco Ltd. | 0.00% | Reduce -19.0% | 528,674 | $11.2M |
| Advisors Asset Management, Inc. | 0.16% | Reduce -3.8% | 408,730 | $8.6M |
| LPL Financial LLC | 0.00% | Add +2.8% | 392,153 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +19.5% | 358,112 | $7.6M |
| UBS Group AG | 0.00% | Add +6.7% | 350,004 | $7.4M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 266,207 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +30.3% | 255,203 | $5.4M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +6.5% | 205,343 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Add +39.6% | 146,781 | $4.3M |
| Chung Wu Investment Group, LLC | 4.21% | No change | 166,830 | $3.5M |
| Cohen & Steers, Inc. | 0.01% | Reduce -27.6% | 164,355 | $3.5M |
| Cetera Investment Advisers | 0.01% | Reduce -10.6% | 155,329 | $3.3M |
| Global Assets Advisory, LLC | 0.57% | Add +192.1% | 151,413 | $3.0M |
| JBR Co Financial Management Inc | 1.71% | Add +22.7% | 138,277 | $2.9M |
| Larson Financial Group LLC | 0.13% | Add +6.2% | 126,431 | $2.7M |
| Sunbelt Securities, Inc. | 0.22% | Add +8.9% | 116,734 | $2.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.6% | 102,008 | $2.2M |
| Roman Butler Fullerton & Co. | 0.62% | Add +1.4% | 78,424 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.2% | 65,821 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -11.4% | 57,078 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.3% | 48,303 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.1% | 43,787 | $924K |
| Private Advisor Group, LLC | 0.01% | Add +4.3% | 41,933 | $885K |
| Corient Private Wealth LP | 0.00% | Add +3.6% | 39,961 | $843K |
| TBH Global Asset Management, LLC | 0.16% | Add +0.3% | 39,596 | $835K |
| Shaker Financial Services, LLC | 0.32% | Add +237.9% | 39,500 | $833K |
| Jane Street Group, LLC | 0.00% | New | 38,276 | $808K |
| Chancellor Financial Group WB LP | 0.60% | Add +14.7% | 33,955 | $716K |
| Oppenheimer & Co. Inc. | 0.01% | Add +24.2% | 33,187 | $700K |
| D.A. Davidson & Co. | 0.01% | No change | 30,624 | $646K |
| Fairman Group, LLC | 0.58% | No change | 26,418 | $633K |
| Ameritas Advisory Services, LLC | 0.03% | No change | 26,332 | $627K |
| Compound Planning, Inc. | 0.03% | Add +12.0% | 28,141 | $594K |
| Tyche Wealth Partners LLC | 0.12% | Reduce -0.7% | 26,600 | $561K |
| Lanark Financial, Inc. | 0.04% | — | 24,390 | $514K |
| City Center Advisors, LLC | 0.56% | Reduce -6.6% | 22,852 | $482K |
| Wealth Effects LLC | 0.20% | Add +0.2% | 22,443 | $474K |
| Compass Planning Associates Inc | 0.48% | No change | 22,335 | $471K |
| Truist Financial Corp. | 0.00% | Reduce -6.1% | 22,236 | $469K |
| International Assets Investment Management, LLC | 0.04% | Reduce -0.5% | 22,189 | $468K |
| Costello Asset Management, INC | 0.17% | New | 20,030 | $423K |
| WCG Wealth Advisors LLC | 0.03% | New | 18,650 | $394K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.5% | 18,446 | $389K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.4% | 18,419 | $389K |
| Creative Planning | 0.00% | Reduce -0.5% | 18,306 | $386K |
| Colonial Trust Co / SC | 0.06% | No change | 17,764 | $375K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 17,529 | $370K |
| Cwm, LLC | 0.00% | New | 17,400 | $367K |
| UMB Bank, n.a. | 0.01% | No change | 15,684 | $331K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 15,637 | $330K |
| Savant Capital, LLC | 0.00% | Add +0.3% | 15,610 | $329K |
| Formidable Asset Management, LLC | 0.06% | Add +1.3% | 15,599 | $329K |
| Cordgrass Capital Advisors, LLC | 0.09% | No change | 15,547 | $328K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 15,147 | $320K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.6% | 13,391 | $283K |
| Shulman DeMeo Asset Management LLC | 0.08% | Reduce -1.0% | 13,145 | $277K |
| Commons Capital, LLC | 0.25% | Add +4.2% | 13,092 | $276K |
| Virtu Financial LLC | 0.01% | New | 12,998 | $274K |
| Empirical Asset Management, LLC | 0.09% | New | 12,697 | $268K |
| Baird Financial Group, Inc. | 0.00% | New | 12,492 | $264K |
| Perigon Wealth Management, LLC | 0.01% | No change | 12,459 | $263K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -5.6% | 12,445 | $261K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.1% | 12,240 | $258K |
| Altus Wealth Group LLC | 0.12% | No change | 12,207 | $258K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -58.3% | 12,141 | $256K |
| Semus Wealth Partners LLC | 0.18% | No change | 12,108 | $255K |
| XTX Topco Ltd | 0.01% | New | 12,013 | $253K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,610 | $245K |
| Burk Holdings LLC | 0.18% | No change | 11,323 | $239K |
| Traynor Capital Management, Inc. | 0.02% | Add +0.0% | 10,807 | $228K |
| Spire Wealth Management | 0.01% | Add +8.0% | 10,710 | $226K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -21.5% | 10,600 | $224K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,600 | $224K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +0.6% | 10,069 | $213K |
| Gateway Wealth Partners, LLC | 0.05% | No change | 10,000 | $211K |
| Stockman Wealth Management, Inc. | 0.03% | No change | 10,000 | $211K |
| US Bancorp \de | 0.00% | Add +5.5% | 9,835 | $208K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.1% | 9,556 | $202K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 9,541 | $201K |
| Comerica Bank | 0.00% | Reduce -0.4% | 9,053 | $191K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.3% | 8,565 | $181K |
| Elequin Capital, LP | 0.05% | New | 8,469 | $179K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 6,755 | $162K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 6,960 | $147K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.9% | 5,911 | $125K |
| Ameriflex Group, Inc. | 0.05% | Reduce -7.1% | 5,850 | $123K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +2.0% | 5,315 | $112K |
| NewEdge Advisors, LLC | 0.00% | Reduce -68.6% | 5,187 | $109K |
| Harbour Investments, Inc. | 0.00% | Add +3243.2% | 4,179 | $88K |
| Coldstream Capital Management Inc. | 0.00% | New | 4,152 | $88K |
| Cypress Capital Management LLC (WY) | 0.09% | No change | 3,550 | $75K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 3,033 | $64K |
| CGC Financial Services, LLC | 0.03% | New | 3,002 | $63K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 3,000 | $63K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 2,965 | $63K |
"% of holder's portfolio" is EOS's weight in each manager's 13F, not the share of Eaton Vance Enh Eqt Inc. II the manager owns.