EOIEATON VANCE ENHANCED EQUITY
CUSIP 278274105 · Yahoo Finance ↗ · Google Finance ↗
Eaton Vance Enhanced Equity (EOI) has 82 institutional holders in Filings Flow’s 13F database, together reporting 9.57M shares worth $171M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Focus Partners Wealth, and Northcoast Asset Management LLC.
Institutional Holders
82
Q1 2026
Reported Value
$171M
Ticker
EOI
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ROMAN BUTLER FULLERTON & CO$364M AUM | 1.19% | $4M | 220.9K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 1.08% | $2M | 92.1K | Q1 2026OLDER |
| OxenFree Capital LLC$218M AUM | 0.84% | $2M | 92.8K | Q2 2026 |
| GUERRA PAN ADVISORS, LLC$162M AUM | 0.46% | $743,031 | 39.6K | Q1 2026OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 0.38% | $460,332 | 24.5K | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 0.31% | $652,410 | 33.2K | Q2 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 0.29% | $337,852 | 18.0K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 0.13% | $380,646 | 20.3K | Q2 2026 |
| Shaker Financial Services, LLC$287M AUM | 0.12% | $379,805 | 18.5K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.09% | $5M | 253.5K | Q3 2025OLDER |
| Axiom Investment Management LLC$131M AUM | 0.09% | $113,704 | 6.1K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.08% | $2M | 100.3K | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.08% | $4M | 188.2K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.07% | $301,204 | 14.7K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.07% | $911,325 | 43.5K | Q3 2025OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.07% | $208,016 | 11.1K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.07% | $17M | 797.2K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $1M | 54.3K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.04% | $3M | 185.9K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.04% | $522,594 | 25.4K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.03% | $5M | 239.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.03% | $28M | 1.47M | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.02% | $206,580 | 11.0K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.02% | $30,840 | 1.5K | Q4 2025OLDER |
| Indivisible Partners$1.1B AUM | 0.02% | $239,952 | 12.8K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.02% | $126,910 | 7.0K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $366,479 | 17.8K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 92.0K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $236,569 | 12.6K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.01% | $282,057 | 15.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $3M | 134.8K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $392,013 | 20.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $448,484 | 21.8K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $28M | 1.51M | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.01% | $2M | 90.2K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $139,447 | 6.8K | Q4 2025OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $362,172 | 19.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $221,265 | 13.0K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $83,195 | 4.4K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.01% | $17,202 | 916 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $4M | 200.6K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $14,085 | 750 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $786,221 | 41.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 168.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $50,924 | 2.7K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $385,046 | 20.5K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $90,144 | 4.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $142,202 | 7.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $199,708 | 10.6K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $21,000 | 1.0K | Q3 2025OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $38,961 | 2.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $88,923 | 4.7K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $227,578 | 12.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $474,716 | 25.3K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $34,781 | 1.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10M | 545.2K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 355.2K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $9,953 | 530 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $346,585 | 18.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $935,263 | 49.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $100,961 | 5.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 74.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 53.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $876,970 | 46.7K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $7M | 398.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 336.4K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $11,597 | 618 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $17M | 809.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 216.8K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $206,580 | 11.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $894,110 | 47.6K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $13,480 | 718 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $11M | 569.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $844,429 | 45.0K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $2,817 | 150 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $9,663 | 470 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 188.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $188,704 | 10.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $769,060 | 41.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $26,062 | 1.2K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $111,872 | 6.0K | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $9,228 | 509 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $4,038 | 215 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $67,182 | 3.3K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $157,284 | 7.7K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $222,070 | 10.8K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $7,174 | 382 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $3,756 | 200 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $30,840 | 1.5K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $864 | 46 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $4,200 | 200 | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $5,165 | 275 | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.00% | $274 | 13 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $91,193 | 4.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $28,170 | 1.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $213,434 | 11.4K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $5,146 | 274 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $781 | 38 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $69,402 | 3.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $451 | 24 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $706 | 39 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $19 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.