EATON VANCE ENHANCED EQUITY (EOI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
90
Reporting holders
$168.5M
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $33.0M | 1,678,256 | 0.01% | 7q | +11.3%+$3.4M |
| MORGAN STANLEY | $12.1M | 616,112 | 0.00% | 35q | -24.5%-$3.9M |
| BANK OF AMERICA CORP /DE/ | $11.3M | 575,518 | 0.00% | 31q | +1.1%+$122.1K |
| WELLS FARGO & COMPANY/MN | $10.5M | 532,902 | 0.00% | 31q | -51.1%-$11.0M |
| Focus Partners Wealth | $9.6M | 490,844 | 0.01% | 3q | -66.7%-$19.3M |
| Invesco Ltd. | $8.8M | 450,145 | 0.00% | 31q | +12.9%+$1.0M |
| LPL Financial LLC | $7.4M | 374,206 | 0.00% | 31q | +5.3%+$373.4K |
| Shaker Financial Services, LLC | $6.1M | 309,881 | 1.91% | new | NEW |
| ROMAN BUTLER FULLERTON & CO | $4.4M | 218,581 | 1.04% | 31q | -1.0%-$45.5K |
| AMERIPRISE FINANCIAL INC | $4.3M | 218,542 | 0.00% | 31q | -49.6%-$4.2M |
| TRUIST FINANCIAL CORP | $4.3M | 217,008 | 0.01% | 27q | +8.2%+$322.5K |
| GUGGENHEIM CAPITAL LLC | $4.2M | 211,996 | 0.03% | 31q | -11.6%-$548.4K |
| OSAIC HOLDINGS, INC. | $4.0M | 202,090 | 0.00% | 26q | +20.2%+$668.0K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $3.6M | 184,826 | 0.07% | 4q | -1.8%-$67.3K |
| Vestmark Advisory Solutions, Inc. | $3.6M | 182,526 | 0.03% | 4q | -1.8%-$67.3K |
| UBS Group AG | $3.6M | 181,878 | 0.00% | 31q | -3.6%-$135.2K |
| WOLVERINE ASSET MANAGEMENT LLC | $3.1M | 155,693 | 0.03% | 4q | +659.4%+$2.7M |
| ROYAL BANK OF CANADA | $2.9M | 147,242 | 0.00% | 31q | -56.2%-$3.7M |
| Steward Partners Investment Advisory, LLC | $2.8M | 140,937 | 0.01% | 29q | +4.6%+$120.8K |
| TPG Advisors LLC | $1.9M | 96,020 | 1.04% | 9q | +4.3%+$78.0K |
| Corient Private Wealth LP | $1.8M | 93,394 | 0.00% | 14q | +100.0%+$918.1K |
| OxenFree Capital LLC | $1.8M | 92,825 | 0.84% | 11q | +15.0%+$239.4K |
| Allworth Financial LP | $1.7M | 88,002 | 0.01% | 13q | -2.4%-$42.4K |
| PMG Family Office LLC | $1.7M | 84,502 | 1.53% | 4q | +3.5%+$55.9K |
| Ameritas Advisory Services, LLC | $1.5M | 73,852 | 0.03% | 19q | +36.1%+$385.1K |
| Cetera Investment Advisers | $1.4M | 72,073 | 0.00% | 10q | -3.4%-$50.5K |
| Lynx Investment Advisory | $1.1M | 55,505 | 0.36% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $962.9K | 48,976 | 0.00% | 31q | +19.6%+$157.8K |
| EP Wealth Advisors, LLC | $950.1K | 48,327 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $944.6K | 48,047 | 0.00% | 31q | -10.5%-$110.9K |
| Rockefeller Capital Management L.P. | $936.9K | 47,654 | 0.00% | 24q | -4.3%-$42.2K |
| HighTower Advisors, LLC | $878.5K | 44,685 | 0.00% | 31q | -6.1%-$57.5K |
| STIFEL FINANCIAL CORP | $857.1K | 43,599 | 0.00% | 31q | -3.0%-$26.9K |
| D.A. DAVIDSON & CO. | $819.3K | 41,672 | 0.00% | 31q | HELD |
| GUERRA PAN ADVISORS, LLC | $772.9K | 39,312 | 0.43% | 19q | -0.6%-$5.0K |
| READYSTATE ASSET MANAGEMENT LP | $712.6K | 36,245 | 0.02% | new | NEW |
| David J Yvars Group | $652.4K | 33,185 | 0.31% | 3q | +54.3%+$229.7K |
| Farther Finance Advisors, LLC | $628.5K | 31,966 | 0.00% | 7q | -65.3%-$1.2M |
| COMMONS CAPITAL, LLC | $545.9K | 27,766 | 0.38% | 8q | +13.3%+$64.0K |
| Sanctuary Advisors, LLC | $457.2K | 23,257 | 0.00% | 9q | -8.0%-$39.7K |
| WCG Wealth Advisors LLC | $410.4K | 20,874 | 0.01% | 6q | HELD |
| Brick & Kyle, Associates | $380.6K | 20,269 | 0.13% | 23q | HELD |
| RHODES INVESTMENT ADVISORS INC /ADV | $359.3K | 18,275 | 0.26% | 3q | +1.6%+$5.6K |
| &PARTNERS | $356.9K | 18,155 | 0.00% | 7q | -1.6%-$5.9K |
| XTX Topco Ltd | $334.4K | 17,008 | 0.00% | new | NEW |
| NorthRock Partners, LLC | $321.5K | 16,353 | 0.00% | 2q | -15.2%-$57.6K |
| Indivisible Partners | $251.2K | 12,777 | 0.01% | 3q | HELD |
| Stratos Wealth Advisors, LLC | $250.8K | 12,755 | 0.01% | 12q | +1.3%+$3.1K |
| Bryn Mawr Trust Advisors, LLC | $245.8K | 12,500 | 0.01% | 12q | -16.8%-$49.5K |
| Mariner, LLC | $243.0K | 12,360 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $233.6K | 11,883 | 0.00% | new | NEW |
| Stratos Wealth Partners, LTD. | $229.3K | 11,661 | 0.00% | 31q | -3.8%-$9.0K |
| TMB Capital Partners, LLC | $222.2K | 11,304 | 0.07% | 3q | +2.1%+$4.5K |
| Stockman Wealth Management, Inc. | $216.3K | 11,000 | 0.02% | 15q | HELD |
| IEQ CAPITAL, LLC | $216.3K | 11,000 | 0.00% | 10q | HELD |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $198.8K | 10,114 | 0.01% | new | NEW |
| Axiom Investment Management LLC | $140.5K | 7,144 | 0.09% | 2q | +18.0%+$21.4K |
| Colonial Trust Co / SC | $135.7K | 7,000 | 0.02% | 15q | HELD |
| HORIZON FINANCIAL SERVICES, LLC | $124.8K | 6,350 | 0.05% | new | NEW |
| Geneos Wealth Management Inc. | $109.5K | 5,572 | 0.00% | 20q | -26.4%-$39.3K |
| NewEdge Advisors, LLC | $108.9K | 5,541 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $105.7K | 5,376 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $95.5K | 4,856 | 0.00% | 31q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $94.4K | 4,800 | 0.01% | 15q | HELD |
| Larson Financial Group LLC | $93.1K | 4,735 | 0.00% | 16q | HELD |
| JPMORGAN CHASE & CO | $90.7K | 4,679 | 0.00% | 9q | +22.2%+$16.5K |
| IFG Advisory, LLC | $75.7K | 3,853 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $65.5K | 3,333 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $53.8K | 2,736 | 0.00% | 12q | +0.9% |
| Colonial Trust Advisors | $41.0K | 2,084 | 0.00% | 15q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $36.4K | 1,852 | 0.00% | 13q | HELD |
| FIFTH THIRD BANCORP | $29.5K | 1,500 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $22.7K | 1,154 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $21.0K | 1,068,320 | 0.02% | 31q | +96.6%+$10.3K |
| JONES FINANCIAL COMPANIES LLLP | $20.6K | 1,078 | 0.00% | 2q | +2664.1%+$19.9K |
| VSM Wealth Advisory, LLC | $18.0K | 916 | 0.00% | 2q | HELD |
| BARRETT & COMPANY, INC. | $14.7K | 750 | 0.00% | 16q | HELD |
| North Star Investment Management Corp. | $14.1K | 718 | 0.00% | 31q | HELD |
| LRI Investments, LLC | $12.1K | 618 | 0.00% | 10q | HELD |
| Financial Gravity Companies, Inc. | $10.4K | 530 | 0.00% | 3q | HELD |
| Smartleaf Asset Management LLC | $9.9K | 509 | 0.00% | 10q | HELD |
| Strategic Wealth Partners, Ltd. | $9.2K | 470 | 0.00% | 4q | HELD |
| US BANCORP \DE\ | $5.4K | 274 | 0.00% | 6q | HELD |
| ST GERMAIN D J CO INC | $3.9K | 200 | 0.00% | 4q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.9K | 150 | 0.00% | 4q | HELD |
| Providence Capital Advisors, LLC | $2.3K | 116 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.8K | 90 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $904 | 46 | 0.00% | 3q | HELD |
| ASSETMARK, INC | $472 | 24 | 0.00% | 5q | HELD |
| WEDBUSH SECURITIES INC | $309 | 15,703 | 0.01% | 4q | +42.7% |
| HUNTINGTON NATIONAL BANK | $20 | 1 | 0.00% | 19q | HELD |
| HANTZ FINANCIAL SERVICES, INC. | $0 | 20 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 90 | $168.5M | 8,567,410 | 16 | 23 | 24 | 0.0% |
| Q1 2026 | 81 | $184.6M | 9,806,696 | 10 | 22 | 20 | 0.0% |
| Q4 2025 | 84 | $172.9M | 8,409,136 | 11 | 24 | 16 | 0.0% |
| Q3 2025 | 78 | $166.7M | 7,942,881 | 9 | 23 | 18 | 0.0% |
| Q2 2025 | 73 | $168.8M | 8,070,844 | 4 | 23 | 22 | 0.0% |
| Q1 2025 | 75 | $145.2M | 7,750,256 | 7 | 30 | 13 | 0.0% |
| Q4 2024 | 79 | $157.3M | 7,566,636 | 7 | 23 | 15 | 0.0% |
| Q3 2024 | 76 | $151.9M | 7,508,116 | 7 | 23 | 16 | 0.0% |
| Q2 2024 | 72 | $150.9M | 7,769,433 | 6 | 21 | 21 | 0.0% |
| Q1 2024 | 73 | $165.1M | 9,049,961 | 9 | 15 | 23 | 0.0% |
| Q4 2023 | 70 | $140.1M | 8,458,686 | 8 | 17 | 20 | 0.0% |
| Q3 2023 | 67 | $122.3M | 7,723,870 | 4 | 21 | 15 | 0.0% |
| Q2 2023 | 68 | $125.6M | 7,614,408 | 8 | 18 | 13 | 0.0% |
| Q1 2023 | 67 | $105.2M | 6,912,235 | 11 | 18 | 16 | 0.0% |
| Q4 2022 | 65 | $105.1M | 7,027,723 | 15 | 22 | 15 | 0.0% |
| Q3 2022 | 68 | $105.0M | 7,441,441 | 5 | 24 | 17 | 0.0% |
| Q2 2022 | 69 | $114.7M | 7,758,329 | 4 | 27 | 11 | 0.0% |
| Q1 2022 | 73 | $138.9M | 7,549,102 | 7 | 18 | 16 | 0.0% |
| Q4 2021 | 74 | $147.2M | 7,299,893 | 9 | 28 | 8 | 0.0% |
| Q3 2021 | 68 | $126.1M | 7,033,207 | 7 | 25 | 13 | 0.0% |
| Q2 2021 | 68 | $131.9M | 7,107,982 | 7 | 25 | 9 | 0.0% |
| Q1 2021 | 71 | $120.3M | 7,145,868 | 6 | 22 | 18 | 0.0% |
| Q4 2020 | 69 | $115.1M | 7,115,118 | 4 | 25 | 12 | 0.0% |
| Q3 2020 | 71 | $102.0M | 6,962,480 | 11 | 26 | 12 | 0.0% |
| Q2 2020 | 67 | $96.9M | 6,838,513 | 9 | 23 | 15 | 0.0% |
| Q1 2020 | 69 | $85.6M | 7,046,098 | 9 | 20 | 19 | 0.0% |
| Q4 2019 | 68 | $95.2M | 5,985,298 | 4 | 21 | 14 | 0.0% |
| Q3 2019 | 65 | $96.0M | 6,340,638 | 3 | 23 | 14 | 0.0% |
| Q2 2019 | 69 | $95.1M | 6,352,448 | 12 | 23 | 14 | 0.0% |
| Q1 2019 | 63 | $92.2M | 6,415,938 | 6 | 20 | 18 | 0.0% |
| Q4 2018 | 63 | $86.3M | 6,659,246 | 2 | 2 | 1 | 0.0% |