EOS institutional holders

EATON VANCE ENHANCED EQUITY · 13F, 2026Q2

Managers holding138
Shares held11,828,296
Reported value$260.7m
Quarter flows24 new, 46 added, 33 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY1,239,124$27.3m0.0%
BANK OF AMERICA CORP /DE/1,100,999$24.3m0.0%
WELLS FARGO & COMPANY/MN758,767$16.7m0.0%
GUGGENHEIM CAPITAL LLC738,672$16.3m0.1%
Invesco Ltd.722,969$15.9m0.0%
RAYMOND JAMES FINANCIAL INC676,679$14.9m0.0%
OSAIC HOLDINGS, INC.661,124$14.6m0.0%
LPL Financial LLC431,821$9.5m0.0%
UBS Group AG385,025$8.5m0.0%
ROYAL BANK OF CANADA381,035$8.4m0.0%
COMMONWEALTH EQUITY SERVICES, LLC332,463$7.3m0.0%
Shaker Financial Services, LLC238,696$5.3m1.7%
WOLVERINE ASSET MANAGEMENT LLC234,726$5.2m0.0%
Karpus Management, Inc.211,237$4.7m0.1%
COHEN & STEERS, INC.174,355$3.8m0.0%
JBR Co Financial Management Inc148,654$3.3m1.2%
Chung Wu Investment Group, LLC147,810$3.3m2.1%
Larson Financial Group LLC145,361$3.2m0.1%
Rockefeller Capital Management L.P.143,241$3.2m0.0%
1607 Capital Partners, LLC135,552$3.0m0.3%
ENVESTNET ASSET MANAGEMENT INC134,329$3.0m0.0%
AMERIPRISE FINANCIAL INC123,026$2.7m0.0%
Cetera Investment Advisers114,311$2.5m0.0%
Fund Advisors of America Inc/FL103,085$2.3m2.1%
Logan Stone Capital, LLC95,109$2.1m0.4%

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

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