EOI institutional holders

EATON VANCE ENHANCED EQUITY · 13F, 2026Q2

Managers holding91
Shares held9,601,403
Reported value$188.8m
Quarter flows15 new, 26 added, 25 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
RAYMOND JAMES FINANCIAL INC1,678,256$33.0m0.0%
Cambridge Investment Research Advisors, Inc.1,068,320$21.0m0.0%
MORGAN STANLEY616,112$12.1m0.0%
BANK OF AMERICA CORP /DE/575,518$11.3m0.0%
WELLS FARGO & COMPANY/MN532,902$10.5m0.0%
Focus Partners Wealth490,844$9.6m0.0%
Invesco Ltd.450,145$8.8m0.0%
LPL Financial LLC374,206$7.4m0.0%
Shaker Financial Services, LLC309,881$6.1m1.9%
ROMAN BUTLER FULLERTON & CO218,581$4.4m1.0%
AMERIPRISE FINANCIAL INC218,542$4.3m0.0%
TRUIST FINANCIAL CORP217,008$4.3m0.0%
GUGGENHEIM CAPITAL LLC211,996$4.2m0.0%
OSAIC HOLDINGS, INC.202,090$4.0m0.0%
ELEVATION POINT WEALTH PARTNERS, LLC184,826$3.6m0.1%
Vestmark Advisory Solutions, Inc.182,526$3.6m0.0%
UBS Group AG181,878$3.6m0.0%
WOLVERINE ASSET MANAGEMENT LLC155,693$3.1m0.0%
ROYAL BANK OF CANADA147,242$2.9m0.0%
Steward Partners Investment Advisory, LLC140,937$2.8m0.0%
TPG Advisors LLC96,020$1.9m1.0%
OxenFree Capital LLC92,825$1.8m0.8%
Allworth Financial LP88,002$1.7m0.0%
PMG Family Office LLC84,502$1.7m1.5%
Ameritas Advisory Services, LLC73,852$1.5m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("EOI"). EOI price history · All 13F data

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