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Disclosery

EOI EATON VANCE ENHANCED EQUITY

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COM (fund), issuer CIK 1300391

82 managers (84 13F filers) reported a position in EOI shares at 2025-09-30, 8,503,407 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
82
13F filers
84
New
10
Added
29
Reduced
19
Sold out
4
Shares held by filers
8,503,407

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC1,091,308$22.9M0.01%-199,09113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY819,928$17.2M<0.01%-13,01613F-HR/ATimelineGroup
NorthCoast Asset Management LLC797,177$16.7M0.07%-5,58013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/590,245$12.4M<0.01%+15,18013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN495,057$10.4M<0.01%+22,25113F-HRTimelineGroup
Cambridge Investment Research Advisors,…487,593$10.2M0.03%+22,38813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.431,756$9.07M<0.01%-7,73613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC321,040$6.74M0.05%-34,78513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA313,549$6.58M<0.01%+18,75813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…253,486$5.32M0.09%-31,28713F-HRTimelineGroup
LPL Financial LLC244,747$5.14M<0.01%+29,56813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC212,178$4.45M<0.01%+11,13413F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO206,476$4.28M1.15%+7,37313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.192,538$4.09M0.01%+12,12713F-HRTimelineGroup
UBS Group AGin group UBS Group AG190,755$4.01M<0.01%+5,14013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP177,340$3.72M0.01%+6,63213F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC164,532$3.46M0.24%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.160,942$3.38M0.06%new13F-HRTimeline
TPG Advisors LLC103,292$2.17M1.43%+4,59513F-HRTimeline
Allworth Financial LP97,773$2.05M0.01%-62513F-HRTimeline
Cetera Investment Advisers82,995$1.74M<0.01%+4,58213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…77,429$1.63M0.11%-3,25013F-HRTimelineGroup
PMG Family Office LLC75,443$1.58M1.77%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,847$1.4M<0.01%-16,96913F-HRTimeline
Steward Partners Investment Advisory, L…65,165$1.37M0.01%-1,97713F-HRTimeline
OxenFree Capital LLC65,171$1.37M0.75%-18,68713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…50,190$1.05M<0.01%+4,05313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP47,697$1M<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,084$947K<0.01%+46913F-HRTimelineGroup
D.A. DAVIDSON & CO.43,905$922K0.01%-1,09413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…43,500$911K0.07%013F-HRTimeline
HighTower Advisors, LLC41,277$867K<0.01%-2,07613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…40,151$843K<0.01%013F-HRTimelineGroup
GUERRA PAN ADVISORS, LLC39,565$831K0.5%013F-HRTimeline
Sanctuary Advisors, LLC30,272$636K<0.01%-1,41013F-HR/ATimeline
Shaker Financial Services, LLC24,965$524K0.18%+1,00713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding22,395$470K+508Timeline
Ashton Thomas Private Wealth, LLC21,710$456K0.01%+9713F-HRTimeline
B. Riley Wealth Advisors, Inc.21,708$456K0.02%+4913F-HRTimeline
Brick & Kyle, Associates21,569$453K0.17%013F-HRTimeline
WCG Wealth Advisors LLC20,874$438K0.03%013F-HRTimeline
&PARTNERS17,255$362K<0.01%-15013F-HRTimeline
COMMONS CAPITAL, LLC16,640$349K0.23%+1,66413F-HRTimeline
Bryn Mawr Trust Advisors, LLC14,053$295K0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.13,798$290K0.01%+1,68713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,141$234K<0.01%new13F-HRTimelineGroup
Stockman Wealth Management, Inc.11,000$231K0.03%013F-HRTimeline
IEQ CAPITAL, LLC11,000$231K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC10,801$227K<0.01%-13,20013F-HRTimelineGroup
CWM, LLCin group CWM, LLC9,929$209K<0.01%+5513F-HRTimelineGroup
WEDBUSH SECURITIES INC9,871$207K0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding9,056$190K+9Timeline
Farther Finance Advisors, LLC8,088$170K<0.01%+1,00013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,650$161K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.5,772$121K<0.01%013F-HRTimeline
NewEdge Advisors, LLC5,602$118K<0.01%+36613F-HRTimeline
Larson Financial Group LLC5,489$115K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,856$102K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT4,800$101K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.4,430$93K0.01%-4,16413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,428$93K<0.01%+60013F-HR/ATimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC4,060$85.3K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.2,664$56K<0.01%+2213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,852$38.9K<0.01%013F-HRTimeline
COMERICA BANK1,500$31.5K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,241$26.1K<0.01%+2313F-HRTimelineGroup
TSFG, LLC1,087$23K<0.01%-15413F-HRTimeline
NFSG Corp1,000$21K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.750$15.8K0.01%013F-HRTimeline
North Star Investment Management Corp.718$15.1K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC672$14.1K<0.01%+4713F-HRTimeline
LRI Investments, LLC618$13K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC509$10.6K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.470$9.87K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\274$5.75K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co200$4.2K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC200$4.2K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC200$4.2K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC71$1.49K<0.01%-1,86313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC24$504<0.01%013F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC13$274<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$21<0.01%013F-HRTimelineGroup