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Disclosery

EOI EATON VANCE ENHANCED EQUITY

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COM (common), issuer CIK 1300391

89 managers (91 13F filers) reported a position in EOI shares at 2026-06-30, 9,067,243 shares in all. 14 filers opened a position and 4 filers sold out during the quarter.

Managers
89
13F filers
91
New
14
Added
25
Reduced
26
Sold out
4
Shares held by filers
9,067,243

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,678,256$33M0.01%+170,61213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY616,112$12.1M<0.01%-199,48613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/575,518$11.3M<0.01%+6,21213F-HRTimelineGroup
Cambridge Investment Research Advisors,…534,160$10.5M0.02%-9,14913F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN532,902$10.5M<0.01%-12,34513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth490,844$9.65M0.01%-981,72113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.450,145$8.85M<0.01%+51,37413F-HRTimelineGroup
LPL Financial LLC374,206$7.36M<0.01%+18,99513F-HRTimeline
Shaker Financial Services, LLC309,881$6.09M1.91%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO218,581$4.35M1.04%-2,28413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC218,542$4.3M<0.01%+1,73013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP217,008$4.27M0.01%+16,40613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC211,996$4.17M0.03%-27,89513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.202,090$3.97M<0.01%+33,97913F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC184,826$3.63M0.07%-3,42213F-HRTimeline
Vestmark Advisory Solutions, Inc.182,526$3.59M0.03%-3,42113F-HRTimeline
UBS Group AGin group UBS Group AG181,878$3.58M<0.01%-6,87713F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC155,693$3.06M0.04%+135,19013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA147,242$2.9M<0.01%-189,19113F-HRTimelineGroup
Steward Partners Investment Advisory, L…140,937$2.77M0.01%+6,14613F-HRTimeline
TPG Advisors LLC96,020$1.89M1.04%+3,96713F-HRTimeline
OxenFree Capital LLC92,825$1.83M0.84%+12,11413F-HRTimeline
Allworth Financial LP88,002$1.73M0.01%-2,15613F-HRTimeline
PMG Family Office LLC84,502$1.66M1.53%+2,84513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…73,852$1.45M0.03%+19,59013F-HRTimelineGroup
Cetera Investment Advisers72,073$1.42M<0.01%-2,57113F-HRTimeline
Lynx Investment Advisory55,505$1.09M0.36%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…48,976$963K<0.01%+8,02513F-HRTimelineGroup
EP Wealth Advisors, LLC48,327$950K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,047$945K<0.01%-5,64113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,654$937K<0.01%-2,14713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP46,697$918K<0.01%013F-HR/ATimelineGroup
HighTower Advisors, LLC44,685$879K<0.01%-2,92413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,599$857K<0.01%-1,36613F-HRTimelineGroup
D.A. DAVIDSON & CO.41,672$819K<0.01%-19213F-HRTimeline
GUERRA PAN ADVISORS, LLC39,312$773K0.43%-25313F-HRTimeline
READYSTATE ASSET MANAGEMENT LP36,245$713K0.03%new13F-HRTimeline
David J Yvars Group33,185$652K0.32%+11,68513F-HRTimeline
Farther Finance Advisors, LLC31,966$628K<0.01%-60,04413F-HRTimeline
COMMONS CAPITAL, LLC27,766$546K0.38%+3,25413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding24,416$480K-298Timeline
Sanctuary Advisors, LLC23,257$457K<0.01%-2,02113F-HRTimeline
WCG Wealth Advisors LLC20,874$410K0.01%013F-HRTimeline
Brick & Kyle, Associates20,269$381K0.13%013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV18,275$359K0.26%+28513F-HRTimeline
&PARTNERS18,155$357K<0.01%-30013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd17,008$334K<0.01%new13F-HRTimelineGroup
NorthRock Partners, LLC16,353$322K<0.01%-2,93213F-HRTimeline
WEDBUSH SECURITIES INC15,703$309K0.01%+4,69513F-HRTimeline
Indivisible Partners12,777$251K0.01%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,500$246K0.01%-2,51913F-HRTimeline
Mariner, LLCin group Mariner, LLC12,360$243K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.11,883$234K<0.01%new13F-HRTimeline
TMB Capital Partners, LLC11,304$222K0.07%+22813F-HRTimeline
Stockman Wealth Management, Inc.11,000$216K0.02%013F-HRTimeline
IEQ CAPITAL, LLC11,000$216K<0.01%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…10,114$199K0.01%new13F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding9,084$177K+9Timeline
Axiom Investment Management LLC7,144$140K0.09%+1,09013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC6,350$125K0.05%new13F-HRTimeline
Geneos Wealth Management Inc.5,572$110K<0.01%-2,00013F-HRTimeline
NewEdge Advisors, LLC5,541$109K<0.01%-41613F-HRTimeline
HARBOUR INVESTMENTS, INC.5,376$106K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,856$95.5K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT4,800$94.4K0.01%013F-HRTimeline
Larson Financial Group LLC4,735$93.1K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,679$90.7K<0.01%+85113F-HRTimelineGroup
IFG Advisory, LLC3,853$75.7K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2,736$53.8K<0.01%+2513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,852$36.4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,500$29.5K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC1,154$22.7K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,078$20.6K<0.01%+1,03913F-HRTimelineGroup
VSM Wealth Advisory, LLC916$18K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.750$14.7K<0.01%013F-HRTimeline
North Star Investment Management Corp.718$14.1K<0.01%013F-HRTimeline
LRI Investments, LLC618$12.1K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …530$10.4K<0.01%13F-HRTimelineGroup
Smartleaf Asset Management LLC509$9.86K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.470$9.24K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\274$5.39K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC200$3.93K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC150$2.95K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC116$2.28K<0.01%new13F-HRTimeline
IFP Advisors, Inc90$1.77K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.46$904<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC24$472<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$20<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.20$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.