Eaton Vance Enh Eqt Inc. IIEOS
13F holders, Q3 2025 (September 30)136holders +7
14new positions
7sold out
$23.93avg. 13F price*
At the end of Q3 2025, 136 institutions reported holding Eaton Vance Enh Eqt Inc. II (EOS) in their 13F filings, up 7 from Q2 2025. 14 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($30.0M), Bank of America Corp. ($29.0M) and Guggenheim Capital LLC ($18.3M).
- Company
- Eaton Vance Enh Eqt Inc. II
- CUSIP
- 278277108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.5M |
| Exits | 7 | $1.2M |
All 13F filers, Q2 2025 → Q3 2025: 498,384 shares bought and 486,947 shares sold, net +11,437 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 136 holders
| Morgan Stanley | 0.00% | Reduce -1.8% | 1,253,980 | $30.0M |
| Bank of America Corp. | 0.00% | Reduce -12.1% | 1,211,880 | $29.0M |
| Guggenheim Capital LLC | 0.14% | Reduce -6.8% | 763,739 | $18.3M |
| Wells Fargo & Company | 0.00% | Add +4.1% | 684,308 | $16.4M |
| Raymond James Financial Inc. | 0.01% | Add +2.9% | 670,344 | $16.0M |
| Osaic Holdings, Inc. | 0.02% | Add +0.3% | 649,998 | $15.5M |
| Invesco Ltd. | 0.00% | Add +1.2% | 569,706 | $13.6M |
| LPL Financial LLC | 0.00% | Add +3.5% | 395,864 | $9.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.1% | 391,183 | $9.4M |
| UBS Group AG | 0.00% | Add +13.6% | 366,033 | $8.8M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 306,286 | $7.3M |
| Advisors Asset Management, Inc. | 0.11% | Reduce -32.7% | 268,709 | $6.4M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -5.6% | 190,501 | $4.6M |
| Cohen & Steers, Inc. | 0.01% | No change | 171,355 | $4.1M |
| Cetera Investment Advisers | 0.00% | Add +4.5% | 166,902 | $4.0M |
| Chung Wu Investment Group, LLC | 3.20% | Reduce -2.8% | 160,690 | $3.8M |
| Larson Financial Group LLC | 0.12% | Add +3.9% | 139,970 | $3.3M |
| JBR Co Financial Management Inc | 1.40% | Add +1.4% | 138,461 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 115,492 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.4% | 110,038 | $2.6M |
| Shaker Financial Services, LLC | 0.87% | Add +116.7% | 106,542 | $2.5M |
| Sunbelt Securities, Inc. | 0.16% | Reduce -8.3% | 98,376 | $2.4M |
| Roman Butler Fullerton & Co. | 0.51% | Add +1.4% | 79,499 | $1.9M |
| PMG Family Office LLC | 2.08% | — | 77,615 | $1.9M |
| Global Assets Advisory, LLC | 0.48% | Add +31.1% | 67,571 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.1% | 56,328 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -1.1% | 54,373 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.4% | 49,650 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +19.9% | 49,090 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Add +19.1% | 42,118 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +8.1% | 41,907 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 40,838 | $977K |
| Wolverine Asset Management LLC | 0.07% | New | 40,758 | $975K |
| TBH Global Asset Management, LLC | 0.18% | Reduce -2.7% | 39,474 | $945K |
| Corient Private Wealth LP | 0.00% | Reduce -1.8% | 37,024 | $886K |
| Chancellor Financial Group WB LP | 0.57% | Add +5.7% | 33,764 | $808K |
| D.A. Davidson & Co. | 0.00% | Add +3.2% | 32,124 | $769K |
| Compound Planning, Inc. | 0.02% | Add +4.6% | 28,852 | $690K |
| Tyche Wealth Partners LLC | 0.11% | Add +0.1% | 26,625 | $637K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -0.8% | 25,880 | $619K |
| Lanark Financial, Inc. | 0.05% | Add +3.4% | 25,225 | $604K |
| Summit Financial, LLC | 0.01% | Add +6.2% | 25,197 | $603K |
| Truist Financial Corp. | 0.00% | Add +9.7% | 24,736 | $592K |
| &partners | 0.00% | New | 24,468 | $586K |
| NewEdge Advisors, LLC | 0.00% | Add +17.8% | 23,302 | $558K |
| Balyasny Asset Management L.P. | 0.00% | New | 23,200 | $555K |
| Creative Planning | 0.00% | Add +21.7% | 22,930 | $549K |
| Savant Capital, LLC | 0.00% | Add +44.9% | 22,725 | $544K |
| Compass Planning Associates Inc | 0.49% | No change | 22,335 | $534K |
| International Assets Investment Management, LLC | 0.04% | No change | 22,060 | $531K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.8% | 21,816 | $522K |
| Janney Montgomery Scott LLC | 0.00% | Add +36.0% | 20,535 | $491K |
| City Center Advisors, LLC | 0.47% | Reduce -3.7% | 20,161 | $482K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.8% | 19,007 | $455K |
| Sanctuary Advisors, LLC | 0.00% | No change | 18,294 | $438K |
| Colonial Trust Co / SC | 0.06% | No change | 17,764 | $425K |
| Costello Asset Management, INC | 0.14% | Reduce -5.1% | 17,512 | $419K |
| Cwm, LLC | 0.00% | Add +0.2% | 17,432 | $417K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.3% | 17,305 | $414K |
| Formidable Asset Management, LLC | 0.06% | Add +5.6% | 16,474 | $399K |
| UMB Bank, n.a. | 0.01% | No change | 15,684 | $375K |
| Cordgrass Capital Advisors, LLC | 0.09% | No change | 15,547 | $372K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 15,147 | $362K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.4% | 14,755 | $353K |
| Jefferies Financial Group Inc. | 0.00% | Add +17.4% | 13,950 | $334K |
| Commons Capital, LLC | 0.21% | Add +0.6% | 13,260 | $317K |
| Shulman DeMeo Asset Management LLC | 0.07% | Reduce -0.2% | 13,051 | $312K |
| Fairman Group, LLC | 0.25% | Reduce -37.9% | 13,000 | $311K |
| Altus Wealth Group LLC | 0.13% | Add +5.0% | 12,822 | $307K |
| Empirical Asset Management, LLC | 0.09% | Add +0.5% | 12,815 | $307K |
| Mariner, LLC | 0.00% | New | 12,640 | $302K |
| Baird Financial Group, Inc. | 0.00% | Reduce -13.8% | 12,538 | $300K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.1% | 12,334 | $295K |
| Diversified Enterprises, LLC | 0.02% | Add +0.7% | 12,310 | $295K |
| HRT Financial LP | 0.00% | New | 12,222 | $292K |
| Perigon Wealth Management, LLC | 0.01% | No change | 12,199 | $292K |
| Jane Street Group, LLC | 0.00% | New | 12,067 | $289K |
| Burk Holdings LLC | 0.14% | No change | 11,323 | $271K |
| Discipline Wealth Solutions, LLC | 0.07% | New | 10,882 | $260K |
| World Investment Advisors | 0.01% | New | 10,830 | $259K |
| Traynor Capital Management, Inc. | 0.01% | Add +0.0% | 10,810 | $259K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 10,750 | $257K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,600 | $254K |
| Spire Wealth Management | 0.01% | Add +8.1% | 10,495 | $251K |
| Signal Advisors Wealth, LLC | 0.02% | New | 10,322 | $247K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -44.2% | 10,100 | $242K |
| Stockman Wealth Management, Inc. | 0.03% | No change | 10,000 | $239K |
| US Bancorp \de | 0.00% | No change | 9,835 | $235K |
| Wesbanco Bank Inc. | 0.01% | No change | 9,831 | $235K |
| Advisory Services Network, LLC | 0.00% | No change | 9,351 | $224K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +2626.1% | 9,078 | $217K |
| Apollon Wealth Management, LLC | 0.00% | No change | 9,070 | $217K |
| Wealth Effects LLC | 0.07% | Reduce -60.0% | 9,000 | $215K |
| Comerica Bank | 0.00% | Reduce -1.6% | 8,973 | $215K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,565 | $205K |
| Venture Visionary Partners LLC | 0.01% | New | 8,525 | $204K |
| Moneco Advisors, LLC | 0.02% | Add +0.7% | 8,503 | $203K |
| Ameriflex Group, Inc. | 0.08% | New | 8,500 | $203K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 8,389 | $201K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -8.1% | 8,358 | $200K |
"% 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.