Eaton Vance Enh Eqt Inc. IIEOS
13F holders, Q2 2025 (June 30)129holders
13new positions
14sold out
$24.20avg. 13F price*
At the end of Q2 2025, 129 institutions reported holding Eaton Vance Enh Eqt Inc. II (EOS) in their 13F filings, unchanged from Q1 2025. 13 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($33.4M), Morgan Stanley ($30.9M) and Guggenheim Capital LLC ($19.8M).
- Company
- Eaton Vance Enh Eqt Inc. II
- CUSIP
- 278277108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.4M |
| Exits | 14 | $2.4M |
All 13F filers, Q1 2025 → Q2 2025: 773,583 shares bought and 425,658 shares sold, net +347,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Bank of America Corp. | 0.00% | Add +0.6% | 1,378,577 | $33.4M |
| Morgan Stanley | 0.00% | Add +2.1% | 1,276,359 | $30.9M |
| Guggenheim Capital LLC | 0.16% | Reduce -7.6% | 819,583 | $19.8M |
| Wells Fargo & Company | 0.00% | Add +4.8% | 657,406 | $15.9M |
| Raymond James Financial Inc. | 0.01% | Add +4.6% | 651,652 | $15.8M |
| Osaic Holdings, Inc. | 0.03% | Add +153.9% | 647,966 | $15.7M |
| Invesco Ltd. | 0.00% | Add +6.5% | 562,802 | $13.6M |
| Advisors Asset Management, Inc. | 0.17% | Reduce -2.3% | 399,316 | $9.7M |
| LPL Financial LLC | 0.00% | Reduce -2.5% | 382,327 | $9.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.9% | 372,149 | $9.0M |
| UBS Group AG | 0.00% | Reduce -8.0% | 322,104 | $7.8M |
| Royal Bank of Canada | 0.00% | Add +11.1% | 295,824 | $7.2M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -1.7% | 201,832 | $4.9M |
| Cohen & Steers, Inc. | 0.01% | Add +4.3% | 171,355 | $4.1M |
| Chung Wu Investment Group, LLC | 4.17% | Reduce -1.0% | 165,230 | $4.0M |
| Cetera Investment Advisers | 0.01% | Add +2.8% | 159,684 | $3.9M |
| JBR Co Financial Management Inc | 1.63% | Reduce -1.3% | 136,543 | $3.3M |
| Larson Financial Group LLC | 0.13% | Add +6.5% | 134,709 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.8% | 113,352 | $2.7M |
| Sunbelt Securities, Inc. | 0.23% | Reduce -8.2% | 107,220 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.3% | 104,375 | $2.5M |
| Roman Butler Fullerton & Co. | 0.56% | Reduce -0.1% | 78,383 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -3.7% | 54,952 | $1.3M |
| Global Assets Advisory, LLC | 0.48% | Reduce -66.0% | 51,544 | $1.2M |
| Shaker Financial Services, LLC | 0.43% | Add +24.5% | 49,165 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.4% | 48,971 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.8% | 48,102 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.3% | 40,958 | $992K |
| TBH Global Asset Management, LLC | 0.21% | Add +2.5% | 40,574 | $979K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -39.5% | 39,818 | $964K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 38,781 | $939K |
| Corient Private Wealth LP | 0.00% | Reduce -5.6% | 37,717 | $913K |
| Oppenheimer & Co. Inc. | 0.01% | Add +6.5% | 35,356 | $856K |
| Chancellor Financial Group WB LP | 0.60% | Reduce -6.0% | 31,933 | $773K |
| D.A. Davidson & Co. | 0.01% | Add +1.6% | 31,124 | $754K |
| Compound Planning, Inc. | 0.03% | Reduce -2.0% | 27,586 | $668K |
| Tyche Wealth Partners LLC | 0.13% | Add +0.1% | 26,612 | $644K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -0.9% | 26,103 | $632K |
| Lanark Financial, Inc. | 0.05% | No change | 24,390 | $590K |
| Summit Financial, LLC | 0.01% | New | 23,722 | $574K |
| Truist Financial Corp. | 0.00% | Add +1.4% | 22,558 | $546K |
| Wealth Effects LLC | 0.20% | Add +0.2% | 22,484 | $544K |
| Compass Planning Associates Inc | 0.50% | No change | 22,335 | $541K |
| International Assets Investment Management, LLC | 0.04% | Reduce -0.6% | 22,060 | $534K |
| HighTower Advisors, LLC | 0.00% | Add +19.3% | 22,002 | $533K |
| Kovack Advisors, Inc. | 0.05% | New | 21,816 | $528K |
| Fairman Group, LLC | 0.42% | Reduce -20.8% | 20,934 | $507K |
| City Center Advisors, LLC | 0.54% | Reduce -8.4% | 20,930 | $507K |
| NewEdge Advisors, LLC | 0.00% | Add +281.2% | 19,775 | $479K |
| Creative Planning | 0.00% | Add +2.9% | 18,845 | $456K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +5.5% | 18,492 | $448K |
| Costello Asset Management, INC | 0.17% | Reduce -7.9% | 18,452 | $447K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.7% | 18,294 | $443K |
| WCG Wealth Advisors LLC | 0.03% | Reduce -3.0% | 18,100 | $438K |
| Colonial Trust Co / SC | 0.06% | No change | 17,764 | $430K |
| Cwm, LLC | 0.00% | No change | 17,400 | $421K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.1% | 16,748 | $407K |
| Savant Capital, LLC | 0.00% | Add +0.5% | 15,685 | $380K |
| UMB Bank, n.a. | 0.01% | No change | 15,684 | $380K |
| Cordgrass Capital Advisors, LLC | 0.10% | No change | 15,547 | $376K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 15,147 | $367K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.8% | 15,104 | $366K |
| Baird Financial Group, Inc. | 0.00% | Add +16.4% | 14,538 | $352K |
| Envestnet Asset Management Inc. | 0.00% | Add +13.2% | 13,742 | $333K |
| Formidable Asset Management, LLC | 0.06% | No change | 15,599 | $329K |
| Commons Capital, LLC | 0.24% | Add +0.7% | 13,178 | $319K |
| Shulman DeMeo Asset Management LLC | 0.08% | Reduce -0.5% | 13,082 | $317K |
| Empirical Asset Management, LLC | 0.10% | Add +0.5% | 12,757 | $309K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -0.9% | 12,327 | $298K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.1% | 12,231 | $296K |
| Altus Wealth Group LLC | 0.13% | No change | 12,207 | $296K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.1% | 12,199 | $295K |
| Jefferies Financial Group Inc. | 0.01% | New | 11,880 | $288K |
| Burk Holdings LLC | 0.17% | No change | 11,323 | $274K |
| Semus Wealth Partners LLC | 0.18% | Reduce -7.8% | 11,159 | $270K |
| Traynor Capital Management, Inc. | 0.02% | Add +0.0% | 10,809 | $260K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +1.4% | 10,750 | $260K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,600 | $257K |
| Stockman Wealth Management, Inc. | 0.03% | No change | 10,000 | $242K |
| US Bancorp \de | 0.00% | No change | 9,835 | $238K |
| Wesbanco Bank Inc. | 0.01% | New | 9,831 | $238K |
| Garden State Investment Advisory Services LLC | 0.06% | Reduce -3.3% | 9,734 | $236K |
| Spire Wealth Management | 0.01% | Reduce -9.3% | 9,709 | $235K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.1% | 9,566 | $233K |
| Advisory Services Network, LLC | 0.00% | New | 9,351 | $226K |
| Comerica Bank | 0.00% | Add +0.7% | 9,115 | $221K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -4.7% | 9,092 | $220K |
| Apollon Wealth Management, LLC | 0.00% | New | 9,070 | $220K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,565 | $207K |
| Moneco Advisors, LLC | 0.02% | New | 8,444 | $204K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 8,389 | $203K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 6,960 | $169K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.8% | 6,315 | $153K |
| Allworth Financial LP | 0.00% | New | 6,192 | $150K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +2.0% | 5,423 | $131K |
| Harbour Investments, Inc. | 0.00% | Add +2.0% | 4,262 | $103K |
| Cypress Capital Management LLC (WY) | 0.09% | No change | 3,550 | $86K |
| Financial Gravity Companies, Inc. | 0.01% | — | 3,033 | $73K |
| CGC Financial Services, LLC | 0.02% | No change | 3,002 | $73K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 3,000 | $73K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 2,965 | $72K |
| American Capital Advisory, LLC | 0.03% | No change | 2,725 | $66K |
| Cornerstone Planning Group LLC | 0.01% | Add +2.7% | 2,556 | $61K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -7.2% | 2,000 | $48K |
| Kentucky Trust Co | 0.03% | No change | 1,800 | $44K |
| Geneos Wealth Management Inc. | 0.00% | Add +44.2% | 1,761 | $43K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,700 | $41K |
| Marquette Asset Management, LLC | 0.01% | No change | 1,500 | $36K |
| Bokf, NA | 0.00% | No change | 1,500 | $36K |
| MCF Advisors LLC | 0.00% | No change | 1,427 | $35K |
| Fifth Third Bancorp | 0.00% | No change | 1,352 | $33K |
| CNB Bank | 0.01% | No change | 1,130 | $27K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 1,006 | $24K |
| Fortis Group Advisors, LLC | 0.00% | No change | 1,000 | $24K |
| City Holding Co. | 0.00% | No change | 960 | $23K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 820 | $20K |
| Creekmur Asset Management LLC | 0.00% | Add +2.0% | 765 | $19K |
| ORG Partners LLC | 0.00% | No change | 500 | $12K |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.8% | 438 | $11K |
| Piscataqua Savings Bank | 0.01% | No change | 410 | $10K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 333 | $8K |
| Ransom Advisory, Ltd | 0.00% | New | 300 | $7K |
| CoreFirst Bank & Trust | 0.00% | New | 299 | $7K |
| Financial Freedom, LLC | 0.00% | No change | 258 | $6K |
| Farther Finance Advisors, LLC | 0.00% | No change | 166 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 165 | $4K |
| MAI Capital Management | 0.00% | No change | 100 | $2K |
| Assetmark, Inc. | 0.00% | No change | 44 | $1K |
| Kessler Investment Group, LLC | 0.00% | No change | 14 | $358 |
"% 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.