EOSEATON VANCE ENHANCED EQUITY
CUSIP 278277108 · Yahoo Finance ↗ · Google Finance ↗
Eaton Vance Enhanced Equity (EOS) has 124 institutional holders in Filings Flow’s 13F database, together reporting 11.05M shares worth $230M as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Wells Fargo & Company/Mn.
Institutional Holders
124
Q1 2026
Reported Value
$230M
Ticker
EOS
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Chung Wu Investment Group, LLC$116M AUM | 2.77% | $3M | 157.3K | Q1 2026 |
| Shaker Financial Services, LLC$287M AUM | 1.97% | $6M | 275.7K | Q1 2026 |
| JBR Co Financial Management Inc$274M AUM | 1.34% | $3M | 136.9K | Q1 2026 |
| Chancellor Financial Group WB LP$141M AUM | 0.51% | $713,634 | 34.9K | Q1 2026 |
| City Center Advisors, LLC$123M AUM | 0.50% | $540,164 | 26.4K | Q1 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.50% | $2M | 84.7K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.44% | $2M | 66.3K | Q4 2025OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.35% | $1M | 61.6K | Q1 2026 |
| COMMONS CAPITAL, LLC$120M AUM | 0.31% | $371,314 | 18.1K | Q1 2026 |
| Compass Planning Associates Inc$156M AUM | 0.29% | $456,974 | 22.3K | Q1 2026 |
| Fairman Group, LLC$117M AUM | 0.23% | $265,980 | 13.0K | Q1 2026 |
| 1607 Capital Partners, LLC$1.4B AUM | 0.19% | $3M | 129.0K | Q1 2026 |
| Strong Retirement Solutions LLC$143M AUM | 0.18% | $265,052 | 11.3K | Q4 2025OLDER |
| Semus Wealth Partners LLC$179M AUM | 0.18% | $270,159 | 11.2K | Q2 2025OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.16% | $807,638 | 39.5K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.14% | $2M | 77.1K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.12% | $15M | 728.3K | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.10% | $287,280 | 14.0K | Q1 2026 |
| Axiom Investment Management LLC$131M AUM | 0.09% | $124,300 | 6.1K | Q1 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.09% | $1M | 71.5K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.09% | $3M | 142.0K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 0.09% | $210,206 | 10.3K | Q1 2026 |
| Altus Wealth Group LLC$244M AUM | 0.09% | $218,247 | 10.7K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.09% | $1M | 69.0K | Q1 2026 |
| Tyche Wealth Partners LLC$648M AUM | 0.08% | $540,665 | 26.4K | Q1 2026 |
| WEALTH EFFECTS LLC$282M AUM | 0.08% | $227,822 | 11.1K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.08% | $5M | 190.5K | Q3 2025OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.07% | $305,816 | 14.9K | Q1 2026 |
| Karpus Management, Inc.$3.2B AUM | 0.07% | $2M | 110.5K | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.07% | $264,847 | 12.9K | Q1 2026 |
| Cypress Capital Management LLC (WY)$108M AUM | 0.07% | $72,633 | 3.5K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.06% | $310,080 | 16.6K | Q4 2025OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.06% | $385,656 | 16.5K | Q1 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 0.06% | $313,483 | 13.4K | Q4 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.05% | $363,451 | 17.8K | Q1 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.05% | $5M | 244.9K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.05% | $213,769 | 9.1K | Q4 2025OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.05% | $215,587 | 10.5K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $853,814 | 41.0K | Q1 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 0.05% | $71,790 | 3.0K | Q3 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.05% | $3M | 132.7K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.04% | $531,430 | 22.1K | Q3 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.04% | $72,633 | 3.5K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $487,971 | 23.9K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $249,627 | 12.2K | Q1 2026 |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.03% | $257,248 | 10.8K | Q3 2025OLDER |
| Kentucky Trust Co$191M AUM | 0.02% | $45,524 | 2.2K | Q1 2026 |
| Stockman Wealth Management, Inc.$906M AUM | 0.02% | $204,600 | 10.0K | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 0.02% | $55,754 | 2.7K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $690,424 | 28.9K | Q3 2025OLDER |
| Intrua Financial, LLC$969M AUM | 0.02% | $209,367 | 8.9K | Q4 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $265,052 | 11.3K | Q4 2025OLDER |
| CGC Financial Services, LLC$346M AUM | 0.02% | $61,421 | 3.0K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.02% | $166,553 | 7.0K | Q3 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $203,465 | 8.5K | Q3 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.02% | $131,311 | 5.4K | Q2 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $393,176 | 19.2K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $241,693 | 10.1K | Q3 2025OLDER |
| Virtu Financial LLC$2.4B AUM | 0.01% | $349,000 | 17.1K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.01% | $73,429 | 3.0K | Q2 2025OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.01% | $253,554 | 12.4K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $309,907 | 15.1K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $207,993 | 10.7K | Q1 2026 |
| Traynor Capital Management, Inc.$1.7B AUM | 0.01% | $217,519 | 9.3K | Q4 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.01% | $23,199 | 991 | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $926,245 | 45.3K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.01% | $62,055 | 3.0K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $435,916 | 19.6K | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $212,510 | 9.1K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 349.0K | Q1 2026 |
| CNB Bank$238M AUM | 0.01% | $23,120 | 1.1K | Q1 2026 |
| Quarry LP$558M AUM | 0.01% | $52,828 | 2.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 300.2K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $541,834 | 26.5K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $200,749 | 8.4K | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $61,040 | 2.7K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $666,233 | 32.6K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $217,704 | 10.6K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $204,003 | 8.5K | Q3 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $77,748 | 3.8K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $468,015 | 22.9K | Q1 2026 |
| Piscataqua Savings Bank$148M AUM | 0.01% | $8,384 | 410 | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $209,838 | 10.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 55.5K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $232,651 | 9.6K | Q2 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $142,402 | 7.0K | Q1 2026 |
| Marquette Asset Management, LLC$779M AUM | 0.01% | $35,115 | 1.5K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $1M | 66.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $532,527 | 25.6K | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $60,664 | 3.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $1M | 49.7K | Q1 2026 |
| COHEN & STEERS, INC.$57.6B AUM | 0.00% | $3M | 129.4K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $246,891 | 12.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $14M | 699.5K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 120.9K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $657,257 | 32.1K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $274,921 | 13.4K | Q1 2026 |
| CoreFirst Bank & Trust$189M AUM | 0.00% | $7,000 | 299 | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $550,640 | 26.9K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $212,329 | 9.1K | Q4 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $14,631 | 625 | Q4 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $20,460 | 1.0K | Q1 2026 |
| Ransom Advisory, Ltd$218M AUM | 0.00% | $7,185 | 300 | Q4 2025OLDER |
| Financial Freedom, LLC$201M AUM | 0.00% | $6,174 | 258 | Q3 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $848,026 | 41.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $16M | 769.2K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $581,392 | 28.4K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $212,510 | 9.1K | Q4 2025OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $41,157 | 1.7K | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $191,321 | 9.4K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 113.9K | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.00% | $19,632 | 960 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $16,778 | 820 | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $905,000 | 44.2K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $148,341 | 7.3K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $15M | 723.0K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $466,898 | 22.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $8M | 412.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $612,105 | 26.1K | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $11,705 | 500 | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $381,170 | 18.6K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $30M | 1.27M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $23M | 1.13M | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $21,853 | 1.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 75.4K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 366.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $9M | 428.1K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $29,197 | 1.4K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $40,920 | 2.0K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $292,000 | 12.2K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $704,029 | 34.4K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $191,895 | 8.0K | Q3 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $404,000 | 19.7K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $650,980 | 31.8K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $36,030 | 1.8K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $40,920 | 2.0K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $555,176 | 23.2K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $342,375 | 16.5K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,558 | 125 | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $771,710 | 37.7K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $4,092 | 200 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 124.2K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $131,509 | 5.6K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $458,643 | 22.4K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $30,690 | 1.5K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $257,939 | 12.6K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $93,953 | 4.6K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $10,230 | 500 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $413,828 | 20.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $219,213 | 10.7K | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $3,863 | 165 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $201,224 | 9.8K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $116,642 | 5.7K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $289,078 | 14.1K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $216,876 | 10.6K | Q1 2026 |
| Kessler Investment Group, LLC$234M AUM | 0.00% | $358 | 14 | Q2 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $5,689 | 243 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $490,892 | 24.0K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $82,000 | 3.5K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $42,209 | 2.1K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $152,050 | 7.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $438,846 | 21.4K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $2,046 | 100 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $18,762 | 917 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,065 | 44 | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6,146 | 316 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.