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Disclosery

EOI EATON VANCE ENHANCED EQUITY

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COM (fund), issuer CIK 1300391

83 managers (85 13F filers) reported a position in EOI shares at 2026-03-31, 9,622,156 shares in all. 9 filers opened a position and 12 filers sold out during the quarter.

Managers
83
13F filers
85
New
9
Added
27
Reduced
22
Sold out
12
Shares held by filers
9,622,156

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC1,507,644$28.3M0.01%+55,26013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,472,565$27.7M0.03%+692,56613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY815,598$15.3M<0.01%+6,03413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/569,306$10.7M<0.01%-26,44913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN545,247$10.2M<0.01%+31,28013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…543,309$10.2M0.03%+2,90513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.398,771$7.49M<0.01%-60,70413F-HRTimelineGroup
LPL Financial LLC355,211$6.67M<0.01%+96,09413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA336,433$6.32M<0.01%+7,60813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC239,891$4.51M0.04%-2,50913F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO220,865$4.34M1.19%+1,17113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC216,812$4.15M<0.01%+2,74013F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP200,602$3.77M0.01%+11,02913F-HRTimelineGroup
UBS Group AGin group UBS Group AG188,755$3.54M<0.01%-2,04713F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC188,248$3.54M0.08%-1,35213F-HRTimeline
Vestmark Advisory Solutions, Inc.185,947$3.49M0.04%-1,35313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.168,111$3.16M<0.01%-32,88813F-HRTimelineGroup
Steward Partners Investment Advisory, L…134,791$2.53M0.01%+73,79913F-HRTimeline
Farther Finance Advisors, LLC92,010$1.76M0.02%+85,73513F-HRTimeline
TPG Advisors LLC92,053$1.73M1.08%-14,46913F-HRTimeline
Allworth Financial LP90,158$1.69M0.01%-4,44613F-HRTimeline
OxenFree Capital LLC80,711$1.61M0.78%+12,61213F-HRTimeline
PMG Family Office LLC81,657$1.53M1.71%+5,51413F-HRTimeline
Cetera Investment Advisers74,644$1.4M<0.01%-11,39913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…54,262$1.02M0.04%-3,51113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC53,688$1.01M<0.01%-12,85013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…49,801$935K<0.01%-23113F-HRTimelineGroup
HighTower Advisors, LLC47,609$894K<0.01%+7,17913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP46,697$877K<0.01%-1,00013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,965$844K<0.01%+13313F-HRTimelineGroup
D.A. DAVIDSON & CO.41,864$786K<0.01%+19213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…40,951$769K<0.01%+80013F-HRTimelineGroup
GUERRA PAN ADVISORS, LLC39,565$743K0.46%013F-HRTimeline
Sanctuary Advisors, LLC25,278$475K<0.01%-1,59313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding24,714$464K+2,125Timeline
COMMONS CAPITAL, LLC24,512$460K0.38%+6,76113F-HRTimeline
David J Yvars Group21,500$404K0.23%+37213F-HRTimeline
WCG Wealth Advisors LLC20,874$392K0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC20,503$385K0.01%-60,73413F-HRTimelineGroup
Brick & Kyle, Associates20,269$381K0.13%-80013F-HRTimeline
NorthRock Partners, LLC19,285$362K0.01%new13F-HRTimeline
&PARTNERS18,455$347K<0.01%-1,78013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV17,990$338K0.29%013F-HRTimeline
Range Advisory, LLC16,276$306K0.06%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC15,019$282K0.01%013F-HRTimeline
Indivisible Partners12,777$240K0.02%-3,40013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,365$213K<0.01%new13F-HRTimelineGroup
TMB Capital Partners, LLC11,076$208K0.07%+22313F-HRTimeline
WEDBUSH SECURITIES INC11,008$207K0.01%-2013F-HRTimeline
Stockman Wealth Management, Inc.11,000$207K0.02%013F-HRTimeline
IEQ CAPITAL, LLC11,000$207K<0.01%013F-HRTimeline
World Investment Advisors10,634$200K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC10,048$189K<0.01%+6113F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding9,075$166K+10Timeline
Geneos Wealth Management Inc.7,572$142K<0.01%013F-HRTimeline
Axiom Investment Management LLC6,054$114K0.09%13F-HRTimeline
NewEdge Advisors, LLC5,957$112K<0.01%+38813F-HR/ATimeline
HARBOUR INVESTMENTS, INC.5,376$101K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,856$91.2K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT4,800$90.1K<0.01%013F-HRTimeline
Larson Financial Group LLC4,735$88.9K<0.01%-75413F-HRTimeline
Sunbelt Securities, Inc.4,430$83.2K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,828$69.4K<0.01%013F-HR/ATimelineGroup
LANARK FINANCIAL, INC.2,711$50.9K<0.01%+2413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,852$34.8K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,500$28.2K<0.01%new13F-HRTimelineGroup
Bullseye Investment Management, LLC1,351$25.4K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC916$17.2K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.750$14.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.718$13.5K<0.01%013F-HRTimeline
LRI Investments, LLC618$11.6K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …530$9.95K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC509$9.23K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.470$8.83K<0.01%013F-HRTimeline
Advisory Services Network, LLC275$5.17K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\274$5.15K<0.01%013F-HRTimelineGroup
Quent Capital, LLC215$4.04K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC200$3.76K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC150$2.82K<0.01%-5013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.46$864<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP39$706<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC24$451<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$19<0.01%013F-HRTimelineGroup