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Disclosery

EOI EATON VANCE ENHANCED EQUITY

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COM (fund), issuer CIK 1300391

87 managers (89 13F filers) reported a position in EOI shares at 2025-12-31, 8,945,278 shares in all. 12 filers opened a position and 10 filers sold out during the quarter.

Managers
87
13F filers
89
New
12
Added
30
Reduced
19
Sold out
10
Shares held by filers
8,945,278

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC1,452,384$29.9M0.01%+361,07613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY809,564$16.6M<0.01%-10,36413F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth779,999$16M0.02%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/595,755$12.2M<0.01%+5,51013F-HRTimelineGroup
Cambridge Investment Research Advisors,…540,404$11.1M0.03%+52,81113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN513,967$10.6M<0.01%+18,91013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.459,475$9.45M<0.01%+27,71913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA328,825$6.76M<0.01%+15,27613F-HRTimelineGroup
LPL Financial LLC259,117$5.33M<0.01%+14,37013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC242,400$4.98M0.04%-78,64013F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO219,694$4.55M1.19%+13,21813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC214,072$4.4M<0.01%+1,89413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.200,999$4.13M0.01%+8,46113F-HRTimelineGroup
UBS Group AGin group UBS Group AG190,802$3.92M<0.01%+4713F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC189,600$3.9M0.19%+25,06813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP189,573$3.9M0.01%+12,23313F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.187,300$3.85M0.05%+26,35813F-HRTimeline
TPG Advisors LLC106,522$2.19M1.36%+3,23013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP100,290$2.06M0.09%new13F-HRTimeline
Allworth Financial LP94,604$1.95M0.01%-3,16913F-HRTimeline
Cetera Investment Advisers86,043$1.77M<0.01%+3,04813F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC81,237$1.67M0.02%+77,17713F-HRTimelineGroup
PMG Family Office LLC76,143$1.57M1.81%+70013F-HRTimeline
OxenFree Capital LLC68,099$1.4M0.74%+2,92813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,538$1.37M<0.01%-30913F-HRTimeline
Steward Partners Investment Advisory, L…60,992$1.25M0.01%-4,17313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…57,773$1.19M0.04%-19,65613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…50,032$1.03M<0.01%-15813F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP47,697$981K<0.01%013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,832$922K<0.01%-25213F-HRTimelineGroup
D.A. DAVIDSON & CO.41,672$857K0.01%-2,23313F-HRTimeline
HighTower Advisors, LLC40,430$831K<0.01%-84713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…40,151$826K<0.01%013F-HR/ATimelineGroup
GUERRA PAN ADVISORS, LLC39,565$813K0.48%013F-HRTimeline
Sanctuary Advisors, LLC26,871$552K<0.01%-3,40113F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…25,418$523K0.04%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding22,589$464K+194Timeline
Ashton Thomas Private Wealth, LLC21,813$448K0.01%+10313F-HRTimeline
David J Yvars Group21,128$434K0.23%new13F-HRTimeline
Brick & Kyle, Associates21,069$433K0.15%-50013F-HRTimeline
WCG Wealth Advisors LLC20,874$429K0.01%013F-HRTimeline
&PARTNERS20,235$416K<0.01%+2,98013F-HRTimeline
Shaker Financial Services, LLC18,473$380K0.12%-6,49213F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV17,990$370K0.3%13F-HRTimeline
B. Riley Wealth Advisors, Inc.17,825$366K0.02%-3,88313F-HRTimeline
COMMONS CAPITAL, LLC17,751$365K0.26%+1,11113F-HRTimeline
Indivisible Partners16,177$333K0.04%13F-HRTimeline
Bryn Mawr Trust Advisors, LLC15,019$309K0.01%+96613F-HRTimeline
Logan Stone Capital, LLC14,650$301K0.07%new13F-HRTimeline
WEDBUSH SECURITIES INC11,028$227K0.01%+1,15713F-HRTimeline
Stockman Wealth Management, Inc.11,000$226K0.03%013F-HR/ATimeline
IEQ CAPITAL, LLC11,000$226K<0.01%013F-HRTimeline
TMB Capital Partners, LLC10,853$223K0.08%13F-HRTimeline
Mariner, LLCin group Mariner, LLC10,801$222K<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.13,006$221K0.01%-79213F-HRTimeline
World Investment Advisors10,634$219K<0.01%new13F-HR/ATimeline
CWM, LLCin group CWM, LLC9,987$205K<0.01%+5813F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding9,065$187K+9Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,650$157K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.7,572$156K<0.01%+1,80013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,782$139K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC6,275$129K<0.01%-1,81313F-HRTimeline
NewEdge Advisors, LLC5,569$114K<0.01%-3313F-HRTimeline
Larson Financial Group LLC5,489$113K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,856$99.8K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT4,800$98.7K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.4,430$91.1K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,828$78.7K<0.01%-60013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,268$67.2K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.2,687$55.3K<0.01%+2313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,852$38.1K<0.01%013F-HRTimeline
COMERICA BANK1,500$30.8K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC1,500$30.8K0.02%new13F-HRTimeline
Bullseye Investment Management, LLC1,351$27.8K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.750$15.4K0.01%013F-HRTimeline
North Star Investment Management Corp.718$14.8K<0.01%013F-HRTimeline
LRI Investments, LLC618$12.7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC509$10.5K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.470$9.66K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\274$5.63K<0.01%013F-HRTimelineGroup
Quent Capital, LLC215$4.42K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC200$4.11K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC200$4.11K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.46$946<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC38$781<0.01%-3313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC24$493<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$21<0.01%013F-HRTimelineGroup