Eaton Vance Enh Eqt Inc. IIEOS
13F holders, Q1 2026 (March 31)124holders −13
7new positions
18sold out
$20.51avg. 13F price*
At the end of Q1 2026, 124 institutions reported holding Eaton Vance Enh Eqt Inc. II (EOS) in their 13F filings, down 13 from Q4 2025. 7 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($24.8M), Bank of America Corp. ($23.2M) and Wells Fargo & Company ($15.7M).
- Company
- Eaton Vance Enh Eqt Inc. II
- CUSIP
- 278277108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.9M |
| Exits | 18 | $4.3M |
All 13F filers, Q4 2025 → Q1 2026: 651,777 shares bought and 1,013,242 shares sold, net −361,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| Morgan Stanley | 0.00% | Reduce -4.1% | 1,213,550 | $24.8M |
| Bank of America Corp. | 0.00% | Reduce -5.8% | 1,134,517 | $23.2M |
| Wells Fargo & Company | 0.00% | Add +6.9% | 769,232 | $15.7M |
| Guggenheim Capital LLC | 0.12% | Reduce -8.0% | 728,260 | $14.9M |
| Invesco Ltd. | 0.00% | Reduce -0.8% | 723,010 | $14.8M |
| Raymond James Financial Inc. | 0.00% | Add +2.3% | 699,479 | $14.3M |
| UBS Group AG | 0.00% | Reduce -2.7% | 428,143 | $8.8M |
| LPL Financial LLC | 0.00% | Add +0.8% | 412,725 | $8.4M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 366,367 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.7% | 349,044 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -53.6% | 300,152 | $6.1M |
| Shaker Financial Services, LLC | 1.97% | Add +49.0% | 275,672 | $5.6M |
| Wolverine Asset Management LLC | 0.27% | Add +50.5% | 244,924 | $5.0M |
| Chung Wu Investment Group, LLC | 2.77% | Reduce -0.8% | 157,310 | $3.2M |
| JBR Co Financial Management Inc | 1.34% | No change | 136,906 | $3.2M |
| Larson Financial Group LLC | 0.09% | Add +3.3% | 141,989 | $2.9M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -38.2% | 132,730 | $2.7M |
| Cohen & Steers, Inc. | 0.00% | Add +44.8% | 129,355 | $2.6M |
| 1607 Capital Partners, LLC | 0.19% | Add +40.1% | 128,981 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +4.9% | 124,198 | $2.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.9% | 120,930 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -33.4% | 113,944 | $2.3M |
| Karpus Management, Inc. | 0.07% | New | 110,532 | $2.3M |
| Fund Advisors of America Inc | 2.21% | Reduce -1.8% | 106,662 | $2.2M |
| Roman Butler Fullerton & Co. | 0.50% | Add +1.3% | 84,705 | $1.8M |
| PMG Family Office LLC | 1.93% | Add +7.6% | 84,291 | $1.7M |
| Indivisible Partners | 0.14% | Add +13.6% | 77,052 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +50.0% | 75,377 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.09% | Reduce -30.2% | 71,484 | $1.5M |
| Sunbelt Securities, Inc. | 0.09% | Reduce -21.0% | 69,019 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +14.9% | 66,383 | $1.4M |
| Logan Stone Capital, LLC | 0.35% | Add +1.3% | 61,594 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.6% | 55,520 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Reduce -0.9% | 49,668 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.2% | 45,271 | $926K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.7% | 44,212 | $905K |
| Kovack Advisors, Inc. | 0.05% | Add +92.5% | 41,032 | $854K |
| Calamos Advisors LLC | 0.00% | Add +13.5% | 41,448 | $848K |
| TBH Global Asset Management, LLC | 0.16% | Reduce -0.3% | 39,474 | $808K |
| Two Sigma Investments, LP | 0.00% | Reduce -30.2% | 37,718 | $772K |
| Chancellor Financial Group WB LP | 0.51% | Add +1.3% | 34,879 | $714K |
| Corient Private Wealth LP | 0.00% | Reduce -5.3% | 34,410 | $704K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -23.6% | 32,562 | $666K |
| D.A. Davidson & Co. | 0.00% | No change | 32,124 | $657K |
| Truist Financial Corp. | 0.00% | Add +15.5% | 31,817 | $651K |
| &partners | 0.00% | Add +15.8% | 28,416 | $581K |
| NewEdge Advisors, LLC | 0.00% | Add +7.1% | 28,008 | $573K |
| Jefferies Financial Group Inc. | 0.01% | Add +41.2% | 26,913 | $551K |
| World Investment Advisors | 0.01% | Reduce -1.4% | 26,482 | $542K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -0.8% | 26,425 | $541K |
| City Center Advisors, LLC | 0.50% | Add +15.5% | 26,401 | $540K |
| Farther Finance Advisors, LLC | 0.01% | Add +916.0% | 25,553 | $533K |
| Envestnet Asset Management Inc. | 0.00% | Add +21.8% | 23,993 | $491K |
| Lanark Financial, Inc. | 0.04% | Add +3.7% | 23,850 | $488K |
| Summit Financial, LLC | 0.01% | Reduce -4.1% | 22,875 | $468K |
| Savant Capital, LLC | 0.00% | Add +0.1% | 22,820 | $467K |
| HighTower Advisors, LLC | 0.00% | Add +2.8% | 22,416 | $459K |
| Compass Planning Associates Inc | 0.29% | No change | 22,335 | $457K |
| Jane Street Group, LLC | 0.00% | Add +50.2% | 21,449 | $439K |
| Creative Planning | 0.00% | Reduce -8.9% | 20,226 | $414K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.5% | 19,724 | $404K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -10.1% | 19,217 | $393K |
| Formidable Asset Management, LLC | 0.06% | No change | 16,474 | $386K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.8% | 18,630 | $381K |
| Commons Capital, LLC | 0.31% | Add +45.5% | 18,148 | $371K |
| Colonial Trust Co / SC | 0.05% | No change | 17,764 | $363K |
| Virtu Financial LLC | 0.01% | New | 17,075 | $349K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.3% | 16,500 | $342K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 15,147 | $310K |
| Cordgrass Capital Advisors, LLC | 0.07% | Reduce -3.9% | 14,947 | $306K |
| PNC Financial Services Group, Inc. | 0.00% | Add +65.0% | 14,129 | $289K |
| Costello Asset Management, INC | 0.10% | Reduce -0.1% | 14,041 | $287K |
| UMB Bank, n.a. | 0.00% | No change | 13,437 | $275K |
| Fairman Group, LLC | 0.23% | No change | 13,000 | $266K |
| Empirical Asset Management, LLC | 0.07% | Add +0.5% | 12,945 | $265K |
| Baird Financial Group, Inc. | 0.00% | Add +0.2% | 12,607 | $258K |
| Diversified Enterprises, LLC | 0.01% | Add +0.3% | 12,393 | $254K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -1.1% | 12,201 | $250K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -0.9% | 12,067 | $247K |
| Wealth Effects LLC | 0.08% | Add +23.7% | 11,135 | $228K |
| Mariner, LLC | 0.00% | No change | 10,714 | $219K |
| Altus Wealth Group LLC | 0.09% | Reduce -3.9% | 10,667 | $218K |
| Spire Wealth Management | 0.01% | Add +2.4% | 10,640 | $218K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,600 | $217K |
| Shulman DeMeo Asset Management LLC | 0.05% | Reduce -18.5% | 10,537 | $216K |
| Burk Holdings LLC | 0.09% | No change | 10,274 | $210K |
| Wesbanco Bank Inc. | 0.01% | Add +4.3% | 10,256 | $210K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 10,694 | $208K |
| Stockman Wealth Management, Inc. | 0.02% | No change | 10,000 | $205K |
| US Bancorp \de | 0.00% | No change | 9,835 | $201K |
| Advisory Services Network, LLC | 0.00% | No change | 9,351 | $191K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.0% | 7,432 | $152K |
| Harbour Investments, Inc. | 0.00% | Add +24.1% | 7,250 | $148K |
| Axiom Investment Management LLC | 0.09% | — | 6,074 | $124K |
| Fifth Third Bancorp | 0.00% | Add +321.7% | 5,701 | $117K |
| Allworth Financial LP | 0.00% | Reduce -22.1% | 4,592 | $94K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,800 | $78K |
| Cypress Capital Management LLC (WY) | 0.07% | No change | 3,550 | $73K |
| Ameriflex Group, Inc. | 0.04% | No change | 3,550 | $73K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 3,033 | $62K |
"% 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.