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Disclosery

EOS EATON VANCE ENHANCED EQUITY

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COM (common), issuer CIK 1308335

137 managers (138 13F filers) reported a position in EOS shares at 2026-06-30, 11,784,932 shares in all. 21 filers opened a position and 7 filers sold out during the quarter.

Managers
137
13F filers
138
New
21
Added
45
Reduced
34
Sold out
7
Shares held by filers
11,784,932

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
MORGAN STANLEYin group MORGAN STANLEY1,239,124$27.3M<0.01%+25,57413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,100,999$24.3M<0.01%-33,51813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN758,767$16.7M<0.01%-10,46513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC738,672$16.3M0.11%+10,41213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.722,969$15.9M<0.01%-4113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC676,679$14.9M<0.01%-22,80013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.661,124$14.6M0.02%+360,97213F-HRTimelineGroup
LPL Financial LLC431,821$9.52M<0.01%+19,09613F-HRTimeline
UBS Group AGgroup of 2 filers holding385,942$8.51M-43,118Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA381,035$8.4M<0.01%+14,66813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC332,463$7.33M0.01%-16,58113F-HRTimeline
Shaker Financial Services, LLC238,696$5.26M1.65%-36,97613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC234,726$5.17M0.07%-10,19813F-HRTimelineGroup
Karpus Management, Inc.211,237$4.66M0.13%+100,70513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.174,355$3.84M0.01%+45,00013F-HRTimelineGroup
JBR Co Financial Management Inc148,654$3.28M1.2%+11,74813F-HRTimeline
Chung Wu Investment Group, LLC147,810$3.26M2.14%-9,50013F-HRTimeline
Larson Financial Group LLC145,361$3.2M0.08%+3,37213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…143,241$3.16M<0.01%+22,31113F-HRTimelineGroup
1607 Capital Partners, LLC135,552$2.99M0.26%+6,57113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC134,329$2.96M<0.01%+110,33613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC123,026$2.72M<0.01%-1,17213F-HRTimelineGroup
Cetera Investment Advisers114,311$2.52M<0.01%+36713F-HRTimeline
Fund Advisors of America Inc/FL103,085$2.27M2.06%-3,57713F-HRTimeline
Logan Stone Capital, LLC95,109$2.1M0.44%+33,51513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC88,331$1.95M0.01%new13F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO87,872$1.95M0.46%+3,16713F-HRTimeline
Advisors Asset Management, Inc.87,405$1.93M0.03%-45,32513F-HRTimeline
PMG Family Office LLC86,755$1.91M1.76%+2,46413F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…78,712$1.73M0.11%+7,22813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP77,360$1.71M<0.01%+1,98313F-HRTimelineGroup
Indivisible Partners74,825$1.65M0.09%-2,22713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC70,399$1.55M0.01%+4,01613F-HRTimelineGroup
Steward Partners Investment Advisory, L…57,450$1.27M0.01%+1,93013F-HRTimeline
Private Advisor Group, LLC52,930$1.17M0.01%+3,26213F-HRTimeline
Lynx Investment Advisory45,996$1.01M0.33%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …45,118$994K0.01%-15313F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC44,409$979K<0.01%+2,96113F-HRTimelineGroup
Cambridge Investment Research Advisors,…43,364$956K<0.01%-84813F-HR/ATimeline
&PARTNERS43,351$956K<0.01%+14,93513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …42,291$932K<0.01%new13F-HRTimelineGroup
TBH Global Asset Management, LLC39,474$870K0.16%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP37,718$831K<0.01%013F-HRTimelineGroup
Chancellor Financial Group WB LP35,613$785K0.49%+73413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP32,136$708K<0.01%+31913F-HRTimelineGroup
D.A. DAVIDSON & CO.32,124$708K<0.01%013F-HRTimeline
WESBANCO BANK INC30,256$667K0.02%+20,00013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP29,895$659K<0.01%-4,51513F-HR/ATimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…28,734$633K0.01%+9,51713F-HRTimelineGroup
NewEdge Advisors, LLC28,233$622K<0.01%+22513F-HRTimeline
Global Assets Advisory, LLC27,708$612K0.13%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd27,311$602K0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.26,776$590K0.01%-5,78613F-HRTimelineGroup
Tyche Wealth Partners LLC26,439$583K0.08%+1413F-HRTimeline
Farther Finance Advisors, LLC24,033$530K<0.01%-1,52013F-HRTimeline
LANARK FINANCIAL, INC.23,850$526K0.04%013F-HRTimeline
J.W. COLE ADVISORS, INC.22,547$497K0.01%new13F-HRTimeline
World Investment Advisors22,291$473K0.01%-4,19113F-HRTimeline
IHT Wealth Management, LLC21,425$472K0.01%new13F-HRTimeline
HighTower Advisors, LLC20,794$458K<0.01%-1,62213F-HRTimeline
Summit Financial, LLC20,740$457K0.01%-2,13513F-HRTimeline
Creative Planningin group Creative Planning20,174$445K<0.01%-5213F-HRTimelineGroup
Janney Montgomery Scott LLC19,724$435K<0.01%013F-HRTimeline
COMMONS CAPITAL, LLC19,370$427K0.3%+1,22213F-HRTimeline
Sanctuary Advisors, LLC19,033$419K<0.01%+40313F-HRTimeline
Abel Hall, LLC19,000$419K0.07%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors17,764$392K0.05%013F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.17,263$380K0.27%new13F-HRTimeline
Compass Planning Associates Inc17,217$379K0.21%-5,11813F-HRTimeline
Kovack Advisors, Inc.17,138$379K0.02%-23,89413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,556$368K<0.01%+5613F-HRTimeline
Costello Asset Management, INC16,574$365K0.11%+2,53313F-HRTimeline
City Center Advisors, LLC16,337$360K0.29%-10,06413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,999$353K<0.01%+1,87013F-HRTimelineGroup
Savant Capital, LLC15,730$347K<0.01%-7,09013F-HRTimeline
Formidable Asset Management, LLC16,474$337K0.05%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,147$334K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC14,947$329K0.12%013F-HRTimeline
UMB Bank, n.a.13,437$296K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mariner, LLCin group Mariner, LLC13,384$295K<0.01%+2,67013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…13,166$290K0.03%+96513F-HRTimeline
Empirical Asset Management, LLC13,011$287K0.06%+6613F-HRTimeline
Diversified Enterprises, LLC12,433$274K0.01%+4013F-HRTimeline
Perigon Wealth Management, LLC12,381$273K<0.01%+31413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11,950$263K0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.11,667$254K0.01%+97313F-HRTimeline
Discipline Wealth Solutions, LLC10,969$242K0.02%new13F-HRTimeline
Altus Wealth Group LLC10,667$235K0.08%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,600$234K<0.01%013F-HRTimelineGroup
Shulman DeMeo Asset Management LLC10,346$228K0.04%-19113F-HRTimeline
Burk Holdings LLC10,274$226K0.08%013F-HRTimeline
Fairman Group, LLC10,255$226K0.18%-2,74513F-HRTimeline
Stockman Wealth Management, Inc.10,000$220K0.02%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,860$217K<0.01%-2,74713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\9,835$217K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management9,589$211K0.01%-1,05113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC9,405$207K<0.01%new13F-HRTimeline
Advisory Services Network, LLC9,351$206K<0.01%013F-HRTimeline
Traynor Capital Management, Inc.9,295$205K0.01%new13F-HRTimeline
SP Asset Management LLC9,124$201K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,380$185K<0.01%+94813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,250$160K<0.01%013F-HRTimeline
Axiom Investment Management LLC7,160$158K0.11%+1,08613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,116$90.7K<0.01%-1,58513F-HRTimelineGroup
Integrated Wealth Concepts LLC4,112$90.6K<0.01%new13F-HRTimeline
Allworth Financial LP4,090$90.1K<0.01%-50213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,822$84.2K0.01%+3,62213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,800$83.8K0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)3,550$78.2K0.07%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …3,033$66.8K0.01%13F-HRTimelineGroup
CGC Financial Services, LLC3,002$66.2K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.2,965$65.3K<0.01%013F-HRTimeline
American Capital Advisory, LLC2,725$60.1K0.02%013F-HRTimeline
Cornerstone Planning Group LLC2,751$60K0.01%+3613F-HRTimeline
AMERIFLEX GROUP, INC.2,550$56.2K0.02%-1,00013F-HRTimeline
Kentucky Trust Co2,225$49K0.02%013F-HRTimeline
Parallel Advisors, LLC2,000$44.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,000$44.1K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,761$38.8K<0.01%013F-HRTimeline
IFG Advisory, LLC1,645$36.3K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA1,500$33.1K<0.01%013F-HRTimelineGroup
MCF Advisors LLC1,427$31.5K<0.01%013F-HRTimeline
CNB Bank1,130$24.9K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,090$24K<0.01%+2213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,100$23.5K<0.01%new13F-HRTimelineGroup
Allied Private Wealth LLC1,021$22.4K0.01%13F-HRTimeline
Fortis Group Advisors, LLC1,000$22K<0.01%013F-HRTimeline
CITY HOLDING CO960$21.1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.820$18.1K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.750$16.5K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC618$13.6K<0.01%new13F-HRTimeline
Piscataqua Savings Bank410$9.03K0.01%013F-HRTimeline
Planning Strategies Inc.400$8.82K0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO245$5.34K<0.01%-7113F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC125$2.75K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS112$2.47K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC89$1.96K<0.01%new13F-HRTimeline