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Disclosery

EOS EATON VANCE ENHANCED EQUITY

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COM (fund), issuer CIK 1308335

130 managers (130 13F filers) reported a position in EOS shares at 2025-03-31, 10,268,572 shares in all. 18 filers opened a position and 10 filers sold out during the quarter.

Managers
130
13F filers
130
New
18
Added
41
Reduced
30
Sold out
10
Shares held by filers
10,268,572

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,369,896$28.9M<0.01%-79,22513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,250,183$26.4M<0.01%-46,14513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC887,283$18.7M0.18%+3,99013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN627,437$13.2M<0.01%+10,06513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC622,914$13.1M<0.01%+3,77113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.528,674$11.2M<0.01%-124,29313F-HRTimelineGroup
Advisors Asset Management, Inc.408,730$8.62M0.16%-16,20713F-HR/ATimeline
LPL Financial LLC392,153$8.27M<0.01%+10,56013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC358,112$7.56M0.01%+58,43513F-HRTimeline
UBS Group AGin group UBS Group AG350,004$7.39M<0.01%+21,88113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA266,207$5.62M<0.01%-5,01413F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.255,203$5.39M0.01%+59,28413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…205,343$4.33M0.11%+12,46313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC146,781$4.31M<0.01%+41,62413F-HRTimelineGroup
Chung Wu Investment Group, LLC166,830$3.52M4.21%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.164,355$3.47M0.01%-62,55913F-HRTimelineGroup
Cetera Investment Advisers155,329$3.28M0.01%-18,48013F-HRTimeline
Global Assets Advisory, LLC151,413$3.04M0.57%+99,57013F-HRTimeline
JBR Co Financial Management Inc138,277$2.92M1.71%+25,59913F-HRTimeline
Larson Financial Group LLC126,431$2.67M0.13%+7,36313F-HRTimeline
Sunbelt Securities, Inc.116,734$2.46M0.22%+9,51413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…102,008$2.15M0.01%+1,64813F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO78,424$1.6M0.62%+1,08913F-HRTimeline
Cambridge Investment Research Advisors,…65,821$1.39M<0.01%-79713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,078$1.2M<0.01%-7,33613F-HRTimelineGroup
Steward Partners Investment Advisory, L…48,303$1.02M0.01%+1,54213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,787$924K<0.01%-6,04413F-HRTimelineGroup
Private Advisor Group, LLC41,933$885K0.01%+1,74613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP39,961$843K<0.01%+1,40713F-HRTimelineGroup
TBH Global Asset Management, LLC39,596$835K0.16%+12213F-HRTimeline
Shaker Financial Services, LLC39,500$833K0.32%+27,80913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,276$808K<0.01%new13F-HR/ATimelineGroup
Chancellor Financial Group WB LP33,955$716K0.6%+4,34213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …33,187$700K0.01%+6,46913F-HRTimelineGroup
D.A. DAVIDSON & CO.30,624$646K0.01%013F-HRTimeline
Fairman Group, LLC26,418$633K0.58%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…26,332$627K0.03%013F-HRTimelineGroup
Compound Planning, Inc.28,141$594K0.03%+3,01313F-HRTimeline
Tyche Wealth Partners LLC26,600$561K0.12%-19413F-HRTimeline
LANARK FINANCIAL, INC.24,390$514K0.04%+24,36613F-HRTimeline
City Center Advisors, LLC22,852$482K0.56%-1,61113F-HRTimeline
WEALTH EFFECTS LLC22,443$474K0.2%+4113F-HRTimeline
Compass Planning Associates Inc22,335$471K0.48%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,236$469K<0.01%-1,45313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,189$468K0.04%-12113F-HRTimeline
Costello Asset Management, INC20,030$423K0.17%new13F-HRTimeline
WCG Wealth Advisors LLC18,650$394K0.03%new13F-HR/ATimeline
HighTower Advisors, LLC18,446$389K<0.01%-1,27613F-HRTimeline
Sanctuary Advisors, LLC18,419$389K<0.01%-25513F-HRTimeline
Creative Planningin group Creative Planning18,306$386K<0.01%-10013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors17,764$375K0.06%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.17,529$370K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC17,400$367K<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.15,684$331K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,637$330K<0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,610$329K<0.01%+4013F-HR/ATimelineGroup
Formidable Asset Management, LLC15,599$329K0.06%+20013F-HRTimeline
Cordgrass Capital Advisors, LLC15,547$328K0.09%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,147$320K0.02%013F-HRTimeline
Janney Montgomery Scott LLC13,391$283K<0.01%+21113F-HRTimeline
Shulman DeMeo Asset Management LLC13,145$277K0.08%-13713F-HRTimeline
COMMONS CAPITAL, LLC13,092$276K0.25%+53013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC12,998$274K0.01%new13F-HRTimelineGroup
Empirical Asset Management, LLC12,697$268K0.09%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,492$264K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC12,459$263K0.01%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,445$261K0.04%-73313F-HRTimeline
Diversified Enterprises, LLC12,240$258K0.02%-913F-HRTimeline
Altus Wealth Group LLC12,207$258K0.12%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,141$256K<0.01%-16,96813F-HRTimelineGroup
Semus Wealth Partners LLC12,108$255K0.18%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,013$253K0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,610$245K<0.01%new13F-HR/ATimelineGroup
Burk Holdings LLC11,323$239K0.18%013F-HRTimeline
Traynor Capital Management, Inc.10,807$228K0.02%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,710$226K0.01%+79413F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,600$224K<0.01%013F-HRTimelineGroup
ARS Wealth Advisors Group, LLC10,600$224K0.03%-2,90013F-HRTimeline
Garden State Investment Advisory Servic…10,069$213K0.07%+6313F-HRTimeline
Stockman Wealth Management, Inc.10,000$211K0.03%013F-HRTimeline
Gateway Wealth Partners, LLC10,000$211K0.05%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,835$208K<0.01%+50913F-HRTimelineGroup
Atria Wealth Solutions, Inc.9,556$202K<0.01%+1113F-HRTimeline
B. Riley Wealth Advisors, Inc.9,541$201K0.01%new13F-HRTimeline
COMERICA BANK9,053$191K<0.01%-3413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,565$181K<0.01%-2,45913F-HRTimelineGroup
Elequin Capital, LP8,469$179K0.03%new13F-HRTimeline
Pinnacle Financial Partners Inc6,755$162K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC6,960$147K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,911$125K<0.01%+72013F-HRTimelineGroup
AMERIFLEX GROUP, INC.5,850$123K0.05%-45013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,315$112K0.02%+10513F-HRTimeline
NewEdge Advisors, LLC5,187$109K<0.01%-11,34013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,179$88.2K<0.01%+4,05413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,152$87.6K<0.01%new13F-HRTimeline
Cypress Capital Management LLC (WY)3,550$74.9K0.09%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,033$64K0.01%13F-HRTimelineGroup
CGC Financial Services, LLC3,002$63.3K0.03%new13F-HRTimeline
Future Financial Wealth Managment LLC3,000$63.3K0.05%013F-HRTimeline
Geneos Wealth Management Inc.2,982$62.9K<0.01%+1,76113F-HRTimeline
Washington Trust Advisors, Inc.2,965$62.6K0.01%013F-HRTimeline
American Capital Advisory, LLC2,725$57.5K0.03%013F-HRTimeline
Cornerstone Planning Group LLC2,489$50.4K0.01%-3513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,155$45.5K<0.01%-4513F-HRTimelineGroup
Kentucky Trust Co1,800$38K0.02%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,700$35.9K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,500$31.6K<0.01%+4013F-HRTimelineGroup
Marquette Asset Management, LLC1,500$31.6K0.01%013F-HRTimeline
MCF Advisors LLC1,427$30.1K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,352$28.5K<0.01%013F-HRTimelineGroup
CNB Bank1,130$23.8K0.01%013F-HRTimeline
Fortis Group Advisors, LLC1,000$21.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC994$21K<0.01%-10613F-HRTimelineGroup
CITY HOLDING CO960$20.2K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,000$18.5K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.820$17.3K<0.01%013F-HRTimeline
Creekmur Asset Management LLC750$15.8K<0.01%+1513F-HRTimeline
EASTERN BANK600$12.7K<0.01%013F-HRTimeline
Perritt Capital Management Inc600$12.7K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO560$11.8K<0.01%+35113F-HRTimelineGroup
ORG Partners LLC500$10.6K<0.01%013F-HRTimeline
Piscataqua Savings Bank410$8.65K0.01%013F-HRTimeline
Flaharty Asset Management, LLC400$8.44K<0.01%new13F-HRTimeline
Financial Freedom, LLC258$5.44K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC166$3.51K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC165$3.48K<0.01%013F-HRTimeline
MAI Capital Management100$2.11K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44$928<0.01%013F-HRTimelineGroup
Kessler Investment Group, LLC14$312<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-65,85713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.