EATON VANCE ENHANCED EQUITY (EOS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
135
Reporting holders
$253.3M
Reported value
0.0%
Held as options
+15
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $27.3M | 1,239,124 | 0.00% | 35q | +2.1%+$563.7K |
| BANK OF AMERICA CORP /DE/ | $24.3M | 1,100,999 | 0.00% | 31q | -3.0%-$738.7K |
| WELLS FARGO & COMPANY/MN | $16.7M | 758,767 | 0.00% | 31q | -50.7%-$17.2M |
| GUGGENHEIM CAPITAL LLC | $16.3M | 738,672 | 0.10% | 31q | +1.4%+$229.5K |
| Invesco Ltd. | $15.9M | 722,969 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $14.9M | 676,679 | 0.00% | 7q | -3.3%-$502.5K |
| OSAIC HOLDINGS, INC. | $14.6M | 661,124 | 0.02% | 26q | +120.3%+$8.0M |
| LPL Financial LLC | $9.5M | 431,821 | 0.00% | 31q | +4.6%+$420.9K |
| UBS Group AG | $8.5M | 385,025 | 0.00% | 31q | -10.1%-$950.3K |
| ROYAL BANK OF CANADA | $8.4M | 381,035 | 0.00% | 31q | +4.0%+$323.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 332,463 | 0.01% | 31q | -4.8%-$365.4K |
| Shaker Financial Services, LLC | $5.3M | 238,696 | 1.65% | 14q | -13.4%-$815.0K |
| WOLVERINE ASSET MANAGEMENT LLC | $5.2M | 234,726 | 0.05% | 4q | -4.2%-$224.8K |
| Karpus Management, Inc. | $4.7M | 211,237 | 0.13% | 2q | +91.1%+$2.2M |
| JBR Co Financial Management Inc | $3.3M | 148,654 | 1.20% | 11q | +8.6%+$258.9K |
| Chung Wu Investment Group, LLC | $3.3M | 147,810 | 2.14% | 7q | -6.0%-$209.4K |
| Larson Financial Group LLC | $3.2M | 145,361 | 0.08% | 17q | +2.4%+$74.3K |
| Rockefeller Capital Management L.P. | $3.2M | 143,241 | 0.00% | 30q | +18.4%+$491.7K |
| 1607 Capital Partners, LLC | $3.0M | 135,552 | 0.26% | 3q | +5.1%+$144.8K |
| ENVESTNET ASSET MANAGEMENT INC | $3.0M | 134,329 | 0.00% | 13q | +459.9%+$2.4M |
| AMERIPRISE FINANCIAL INC | $2.7M | 123,026 | 0.00% | 31q | -50.5%-$2.8M |
| Cetera Investment Advisers | $2.5M | 114,311 | 0.00% | 23q | HELD |
| Fund Advisors of America Inc/FL | $2.3M | 103,085 | 2.06% | 3q | -3.4%-$78.8K |
| Logan Stone Capital, LLC | $2.1M | 95,109 | 0.44% | 3q | +54.4%+$738.7K |
| ROMAN BUTLER FULLERTON & CO | $1.9M | 87,872 | 0.46% | 31q | +3.7%+$70.1K |
| Advisors Asset Management, Inc. | $1.9M | 87,405 | 0.03% | 34q | -34.1%-$999.0K |
| PMG Family Office LLC | $1.9M | 86,755 | 1.76% | 4q | +2.9%+$54.3K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.7M | 78,712 | 0.11% | 3q | +10.1%+$159.3K |
| STIFEL FINANCIAL CORP | $1.7M | 77,360 | 0.00% | 31q | +2.6%+$43.7K |
| Indivisible Partners | $1.6M | 74,825 | 0.09% | 3q | -2.9%-$49.1K |
| Kestra Advisory Services, LLC | $1.6M | 70,399 | 0.01% | 19q | +6.0%+$88.5K |
| Corient Private Wealth LP | $1.3M | 59,790 | 0.00% | 14q | +73.8%+$559.4K |
| Steward Partners Investment Advisory, LLC | $1.3M | 57,450 | 0.01% | 29q | +3.5%+$42.5K |
| Private Advisor Group, LLC | $1.2M | 52,930 | 0.01% | 31q | +6.6%+$71.9K |
| Lynx Investment Advisory | $1.0M | 45,996 | 0.33% | new | NEW |
| OPPENHEIMER & CO INC | $994.4K | 45,118 | 0.01% | 31q | HELD |
| Calamos Advisors LLC | $978.8K | 44,409 | 0.00% | 3q | +7.1%+$65.3K |
| &PARTNERS | $955.6K | 43,351 | 0.00% | 4q | +52.6%+$329.2K |
| Allspring Global Investments Holdings, LLC | $932.1K | 42,291 | 0.00% | new | NEW |
| TBH Global Asset Management, LLC | $870.0K | 39,474 | 0.16% | 27q | HELD |
| TWO SIGMA INVESTMENTS, LP | $831.3K | 37,718 | 0.00% | 3q | HELD |
| Chancellor Financial Group WB LP | $784.9K | 35,613 | 0.49% | 7q | +2.1%+$16.2K |
| TRUIST FINANCIAL CORP | $708.3K | 32,136 | 0.00% | 27q | +1.0%+$7.0K |
| D.A. DAVIDSON & CO. | $708.0K | 32,124 | 0.00% | 13q | HELD |
| WESBANCO BANK INC | $666.8K | 30,256 | 0.02% | 5q | +195.0%+$440.8K |
| Ameritas Advisory Services, LLC | $633.3K | 28,734 | 0.01% | 19q | +49.5%+$209.8K |
| NewEdge Advisors, LLC | $622.3K | 28,233 | 0.00% | new | NEW |
| Global Assets Advisory, LLC | $612.5K | 27,708 | 0.13% | new | NEW |
| XTX Topco Ltd | $601.9K | 27,311 | 0.01% | new | NEW |
| Stratos Wealth Partners, LTD. | $590.2K | 26,776 | 0.01% | 5q | -17.8%-$127.5K |
| Tyche Wealth Partners LLC | $582.7K | 26,439 | 0.08% | 11q | HELD |
| Farther Finance Advisors, LLC | $529.7K | 24,033 | 0.00% | 8q | -5.9%-$33.5K |
| LANARK FINANCIAL, INC. | $525.7K | 23,850 | 0.04% | 12q | HELD |
| J.W. COLE ADVISORS, INC. | $496.9K | 22,547 | 0.01% | new | NEW |
| World Investment Advisors | $473.1K | 22,291 | 0.01% | 4q | -15.8%-$89.0K |
| IHT Wealth Management, LLC | $472.2K | 21,425 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $458.3K | 20,794 | 0.00% | 11q | -7.2%-$35.7K |
| Summit Financial, LLC | $457.1K | 20,740 | 0.01% | 5q | -9.3%-$47.1K |
| Creative Planning | $444.6K | 20,174 | 0.00% | 16q | HELD |
| COMMONS CAPITAL, LLC | $426.9K | 19,370 | 0.30% | 19q | +6.7%+$26.9K |
| Sanctuary Advisors, LLC | $419.5K | 19,033 | 0.00% | 9q | +2.2%+$8.9K |
| Abel Hall, LLC | $418.8K | 19,000 | 0.07% | new | NEW |
| Colonial Trust Co / SC | $391.5K | 17,764 | 0.05% | 15q | HELD |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $380.5K | 17,263 | 0.27% | new | NEW |
| Compass Planning Associates Inc | $379.5K | 17,217 | 0.21% | 7q | -22.9%-$112.8K |
| Kovack Advisors, Inc. | $378.6K | 17,138 | 0.02% | 3q | -58.2%-$527.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $367.7K | 16,556 | 0.00% | 6q | HELD |
| Costello Asset Management, INC | $365.3K | 16,574 | 0.11% | 6q | +18.0%+$55.8K |
| City Center Advisors, LLC | $360.1K | 16,337 | 0.29% | 10q | -38.1%-$221.8K |
| PNC Financial Services Group, Inc. | $352.6K | 15,999 | 0.00% | 31q | +13.2%+$41.2K |
| Savant Capital, LLC | $346.7K | 15,730 | 0.00% | 13q | -31.1%-$156.3K |
| Formidable Asset Management, LLC | $337.1K | 16,474 | 0.05% | 18q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $333.8K | 15,147 | 0.01% | 9q | HELD |
| Cordgrass Capital Advisors, LLC | $329.4K | 14,947 | 0.12% | 19q | HELD |
| UMB Bank, n.a. | $296.2K | 13,437 | 0.00% | 19q | HELD |
| Mariner, LLC | $295.0K | 13,384 | 0.00% | 4q | +24.9%+$58.8K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $290.2K | 13,166 | 0.03% | 31q | +7.9%+$21.3K |
| Empirical Asset Management, LLC | $286.8K | 13,011 | 0.06% | 6q | +0.5%+$1.5K |
| Diversified Enterprises, LLC | $274.0K | 12,433 | 0.01% | 8q | HELD |
| Perigon Wealth Management, LLC | $272.9K | 12,381 | 0.00% | 9q | +2.6%+$6.9K |
| ST GERMAIN D J CO INC | $263.4K | 11,950 | 0.01% | new | NEW |
| B. Riley Wealth Advisors, Inc. | $254.1K | 11,667 | 0.01% | 2q | +9.1%+$21.2K |
| Discipline Wealth Solutions, LLC | $241.8K | 10,969 | 0.02% | new | NEW |
| Altus Wealth Group LLC | $235.1K | 10,667 | 0.08% | 23q | HELD |
| NEUBERGER BERMAN GROUP LLC | $233.6K | 10,600 | 0.00% | 15q | HELD |
| Shulman DeMeo Asset Management LLC | $228.0K | 10,346 | 0.04% | 20q | -1.8%-$4.2K |
| Burk Holdings LLC | $226.4K | 10,274 | 0.08% | 7q | HELD |
| Fairman Group, LLC | $226.0K | 10,255 | 0.18% | 9q | -21.1%-$60.5K |
| Stockman Wealth Management, Inc. | $220.4K | 10,000 | 0.02% | 15q | HELD |
| Baird Financial Group, Inc. | $217.3K | 9,860 | 0.00% | 6q | -21.8%-$60.5K |
| US BANCORP \DE\ | $216.8K | 9,835 | 0.00% | 31q | HELD |
| Spire Wealth Management | $211.3K | 9,589 | 0.01% | 22q | -9.9%-$23.2K |
| MML INVESTORS SERVICES, LLC | $207.3K | 9,405 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $206.1K | 9,351 | 0.00% | 5q | HELD |
| Traynor Capital Management, Inc. | $204.9K | 9,295 | 0.01% | new | NEW |
| SP Asset Management LLC | $201.1K | 9,124 | 0.02% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $184.7K | 8,380 | 0.00% | 24q | +12.8%+$20.9K |
| HARBOUR INVESTMENTS, INC. | $159.8K | 7,250 | 0.00% | 21q | HELD |
| Axiom Investment Management LLC | $157.8K | 7,160 | 0.11% | 2q | +17.9%+$23.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $94.7K | 4,297 | 0.00% | new | NEW |
Showing the largest 100 of 139 reported holders.
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 | 135 | $253.3M | 11,493,350 | 22 | 40 | 29 | 0.0% |
| Q1 2026 | 120 | $239.6M | 11,683,472 | 8 | 42 | 31 | 0.0% |
| Q4 2025 | 132 | $268.2M | 11,459,674 | 13 | 38 | 28 | 0.0% |
| Q3 2025 | 129 | $240.7M | 10,064,403 | 12 | 46 | 22 | 0.0% |
| Q2 2025 | 123 | $251.3M | 10,383,108 | 15 | 32 | 30 | 0.0% |
| Q1 2025 | 120 | $203.8M | 9,601,570 | 16 | 32 | 24 | 0.0% |
| Q4 2024 | 118 | $241.1M | 10,068,431 | 14 | 35 | 21 | 0.0% |
| Q3 2024 | 107 | $220.1M | 10,138,985 | 9 | 36 | 21 | 0.0% |
| Q2 2024 | 102 | $221.9M | 10,191,272 | 14 | 25 | 25 | 0.0% |
| Q1 2024 | 97 | $245.5M | 12,176,601 | 11 | 33 | 22 | 0.0% |
| Q4 2023 | 94 | $204.6M | 10,926,187 | 13 | 33 | 17 | 0.0% |
| Q3 2023 | 84 | $152.7M | 8,888,613 | 9 | 32 | 15 | 0.0% |
| Q2 2023 | 80 | $153.6M | 8,581,252 | 8 | 24 | 19 | 0.0% |
| Q1 2023 | 82 | $131.6M | 8,026,625 | 15 | 19 | 22 | 0.0% |
| Q4 2022 | 71 | $123.5M | 7,468,701 | 12 | 17 | 20 | 0.0% |
| Q3 2022 | 86 | $116.4M | 7,585,507 | 4 | 24 | 26 | 0.0% |
| Q2 2022 | 89 | $128.5M | 7,913,160 | 8 | 27 | 21 | 0.0% |
| Q1 2022 | 88 | $167.3M | 7,965,323 | 11 | 20 | 31 | 0.0% |
| Q4 2021 | 99 | $220.4M | 8,975,237 | 17 | 30 | 15 | 0.0% |
| Q3 2021 | 83 | $200.7M | 8,642,942 | 6 | 21 | 24 | 0.0% |
| Q2 2021 | 85 | $200.2M | 8,600,268 | 10 | 26 | 20 | 0.0% |
| Q1 2021 | 79 | $187.1M | 8,655,770 | 7 | 24 | 20 | 0.0% |
| Q4 2020 | 76 | $197.5M | 9,129,350 | 8 | 23 | 10 | 0.0% |
| Q3 2020 | 71 | $157.0M | 8,504,965 | 6 | 18 | 18 | 0.0% |
| Q2 2020 | 74 | $149.9M | 8,510,790 | 6 | 17 | 22 | 0.0% |
| Q1 2020 | 77 | $115.3M | 8,310,095 | 11 | 16 | 27 | 0.0% |
| Q4 2019 | 69 | $134.8M | 7,555,578 | 3 | 19 | 15 | 0.0% |
| Q3 2019 | 72 | $129.0M | 7,745,390 | 7 | 20 | 22 | 0.0% |
| Q2 2019 | 68 | $132.5M | 7,801,702 | 7 | 25 | 17 | 0.0% |
| Q1 2019 | 71 | $132.2M | 8,026,987 | 10 | 19 | 15 | 0.0% |
| Q4 2018 | 68 | $118.8M | 8,096,315 | 1 | 3 | 1 | 0.0% |