Eaton Vance Enh Eqt Inc. IIEOS
13F holders, Q4 2025 (December 31)137holders +1
13new positions
14sold out
$23.40avg. 13F price*
At the end of Q4 2025, 137 institutions reported holding Eaton Vance Enh Eqt Inc. II (EOS) in their 13F filings, up 1 from Q3 2025. 13 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($29.6M), Bank of America Corp. ($28.2M) and Guggenheim Capital LLC ($18.5M).
- Company
- Eaton Vance Enh Eqt Inc. II
- CUSIP
- 278277108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $9.4M |
| Exits | 14 | $8.2M |
All 13F filers, Q3 2025 → Q4 2025: 1,057,040 shares bought and 555,895 shares sold, net +501,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 137 holders
| Morgan Stanley | 0.00% | Add +0.9% | 1,265,391 | $29.6M |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 1,204,164 | $28.2M |
| Guggenheim Capital LLC | 0.14% | Add +3.7% | 791,908 | $18.5M |
| Invesco Ltd. | 0.00% | Add +27.9% | 728,817 | $17.1M |
| Wells Fargo & Company | 0.00% | Add +5.1% | 719,341 | $16.8M |
| Raymond James Financial Inc. | 0.01% | Add +2.0% | 684,072 | $16.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -0.4% | 647,334 | $15.2M |
| UBS Group AG | 0.00% | Add +20.3% | 440,194 | $10.3M |
| LPL Financial LLC | 0.00% | Add +3.5% | 409,530 | $9.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.3% | 378,143 | $8.9M |
| Royal Bank of Canada | 0.00% | Add +14.4% | 350,455 | $8.2M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -20.1% | 214,666 | $5.0M |
| Shaker Financial Services, LLC | 1.37% | Add +73.6% | 184,985 | $4.3M |
| Cetera Investment Advisers | 0.00% | Add +2.6% | 171,191 | $4.0M |
| Wolverine Asset Management LLC | 0.22% | Add +299.4% | 162,779 | $3.8M |
| Chung Wu Investment Group, LLC | 3.04% | Reduce -1.3% | 158,610 | $3.7M |
| Larson Financial Group LLC | 0.11% | Reduce -1.8% | 137,463 | $3.2M |
| JBR Co Financial Management Inc | 1.34% | Reduce -1.1% | 136,906 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.9% | 119,860 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +2.5% | 118,355 | $2.8M |
| Fund Advisors of America Inc | 2.33% | — | 108,561 | $2.5M |
| Landscape Capital Management, L.L.C. | 0.16% | New | 102,434 | $2.4M |
| 1607 Capital Partners, LLC | 0.15% | New | 92,033 | $2.2M |
| Cohen & Steers, Inc. | 0.00% | Reduce -47.9% | 89,355 | $2.1M |
| Sunbelt Securities, Inc. | 0.14% | Reduce -11.2% | 87,365 | $2.0M |
| Roman Butler Fullerton & Co. | 0.49% | Add +5.2% | 83,620 | $1.9M |
| PMG Family Office LLC | 2.12% | Add +1.0% | 78,365 | $1.8M |
| Indivisible Partners | 0.17% | — | 67,803 | $1.6M |
| Global Assets Advisory, LLC | 0.44% | Reduce -1.9% | 66,312 | $1.6M |
| Logan Stone Capital, LLC | 0.35% | New | 60,815 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.6% | 57,786 | $1.4M |
| Two Sigma Investments, LP | 0.00% | New | 54,028 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.9% | 51,103 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -7.5% | 50,268 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +2.1% | 50,135 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.1% | 44,279 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.7% | 42,632 | $998K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.5% | 41,847 | $980K |
| TBH Global Asset Management, LLC | 0.15% | Add +0.3% | 39,596 | $927K |
| Calamos Advisors LLC | 0.01% | New | 36,513 | $855K |
| Corient Private Wealth LP | 0.00% | Reduce -1.8% | 36,349 | $851K |
| Chancellor Financial Group WB LP | 0.55% | Add +2.0% | 34,445 | $806K |
| D.A. Davidson & Co. | 0.00% | No change | 32,124 | $752K |
| Truist Financial Corp. | 0.00% | Add +11.4% | 27,550 | $645K |
| World Investment Advisors | 0.01% | Add +148.1% | 26,873 | $629K |
| Tyche Wealth Partners LLC | 0.10% | Add +0.1% | 26,638 | $624K |
| NewEdge Advisors, LLC | 0.00% | Add +12.2% | 26,147 | $612K |
| &partners | 0.00% | Add +0.3% | 24,538 | $574K |
| Summit Financial, LLC | 0.01% | Reduce -5.3% | 23,858 | $559K |
| Lanark Financial, Inc. | 0.04% | Reduce -8.8% | 23,000 | $538K |
| City Center Advisors, LLC | 0.49% | Add +13.3% | 22,852 | $535K |
| Savant Capital, LLC | 0.00% | Add +0.3% | 22,800 | $534K |
| Compass Planning Associates Inc | 0.36% | No change | 22,335 | $523K |
| Creative Planning | 0.00% | Reduce -3.1% | 22,214 | $520K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 21,817 | $511K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -17.4% | 21,367 | $500K |
| Kovack Advisors, Inc. | 0.02% | New | 21,316 | $499K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.6% | 20,651 | $483K |
| Envestnet Asset Management Inc. | 0.00% | Add +33.5% | 19,697 | $461K |
| Cwm, LLC | 0.00% | Add +10.4% | 19,253 | $451K |
| Jefferies Financial Group Inc. | 0.00% | Add +36.7% | 19,065 | $446K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +3.1% | 19,603 | $436K |
| Sanctuary Advisors, LLC | 0.00% | No change | 18,294 | $428K |
| Colonial Trust Co / SC | 0.06% | No change | 17,764 | $416K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.4% | 17,056 | $396K |
| Formidable Asset Management, LLC | 0.06% | No change | 16,474 | $394K |
| Cordgrass Capital Advisors, LLC | 0.09% | No change | 15,547 | $364K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 15,147 | $355K |
| Jane Street Group, LLC | 0.00% | Add +18.3% | 14,277 | $334K |
| Costello Asset Management, INC | 0.11% | Reduce -19.7% | 14,056 | $329K |
| UMB Bank, n.a. | 0.00% | Reduce -14.3% | 13,437 | $315K |
| Discipline Wealth Solutions, LLC | 0.06% | Add +23.1% | 13,391 | $313K |
| Fairman Group, LLC | 0.24% | No change | 13,000 | $304K |
| Shulman DeMeo Asset Management LLC | 0.07% | Reduce -0.9% | 12,935 | $303K |
| Empirical Asset Management, LLC | 0.09% | Add +0.5% | 12,876 | $301K |
| Baird Financial Group, Inc. | 0.00% | Add +0.4% | 12,586 | $295K |
| Commons Capital, LLC | 0.21% | Reduce -6.0% | 12,470 | $292K |
| Diversified Enterprises, LLC | 0.02% | Add +0.3% | 12,350 | $289K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.1% | 12,342 | $289K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.2% | 12,172 | $285K |
| Strong Retirement Solutions LLC | 0.18% | — | 11,322 | $265K |
| Signal Advisors Wealth, LLC | 0.02% | Add +9.7% | 11,322 | $265K |
| Altus Wealth Group LLC | 0.10% | Reduce -13.4% | 11,103 | $260K |
| Mariner, LLC | 0.00% | Reduce -15.2% | 10,714 | $251K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,600 | $248K |
| Spire Wealth Management | 0.01% | Reduce -1.0% | 10,391 | $243K |
| Burk Holdings LLC | 0.11% | Reduce -9.3% | 10,274 | $241K |
| Stockman Wealth Management, Inc. | 0.03% | No change | 10,000 | $234K |
| US Bancorp \de | 0.00% | No change | 9,835 | $230K |
| Wesbanco Bank Inc. | 0.01% | No change | 9,831 | $230K |
| Advisory Services Network, LLC | 0.00% | No change | 9,351 | $219K |
| Traynor Capital Management, Inc. | 0.01% | Reduce -14.0% | 9,292 | $218K |
| Garden State Investment Advisory Services LLC | 0.05% | New | 9,131 | $214K |
| Elevation Point Wealth Partners, LLC | 0.01% | No change | 9,078 | $213K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 9,078 | $213K |
| Apollon Wealth Management, LLC | 0.00% | No change | 9,070 | $212K |
| Wealth Effects LLC | 0.07% | No change | 9,000 | $211K |
| Intrua Financial, LLC | 0.02% | New | 8,944 | $209K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,565 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.6% | 6,634 | $155K |
"% 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.