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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 2025-06-30, 10,623,125 shares in all. 13 filers opened a position and 14 filers sold out during the quarter.

Managers
130
13F filers
130
New
13
Added
41
Reduced
35
Sold out
14
Shares held by filers
10,623,125

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,378,577$33.4M<0.01%+8,68113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,276,359$30.9M<0.01%+26,17613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC819,583$19.8M0.16%-67,70013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN657,406$15.9M<0.01%+29,96913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC651,652$15.8M0.01%+28,73813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.647,966$15.7M0.03%+392,76313F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.562,802$13.6M<0.01%+34,12813F-HRTimelineGroup
Advisors Asset Management, Inc.399,316$9.67M0.17%-9,41413F-HR/ATimeline
LPL Financial LLC382,327$9.26M<0.01%-9,82613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC372,149$9.01M0.01%+14,03713F-HRTimeline
UBS Group AGin group UBS Group AG322,104$7.8M<0.01%-27,90013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA295,824$7.16M<0.01%+29,61713F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…201,832$4.89M0.09%-3,51113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.171,355$4.15M0.01%+7,00013F-HRTimelineGroup
Chung Wu Investment Group, LLC165,230$4M4.17%-1,60013F-HRTimeline
Cetera Investment Advisers159,684$3.87M0.01%+4,35513F-HRTimeline
JBR Co Financial Management Inc136,543$3.31M1.63%-1,73413F-HRTimeline
Larson Financial Group LLC134,709$3.26M0.13%+8,27813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC113,352$2.73M<0.01%-33,42913F-HRTimelineGroup
Sunbelt Securities, Inc.107,220$2.57M0.23%-9,51413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…104,375$2.53M0.01%+2,36713F-HR/ATimelineGroup
ROMAN BUTLER FULLERTON & CO78,383$1.9M0.56%-4113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,952$1.33M<0.01%-2,12613F-HRTimelineGroup
Global Assets Advisory, LLC51,544$1.24M0.48%-99,86913F-HRTimeline
Shaker Financial Services, LLC49,165$1.19M0.43%+9,66513F-HRTimeline
Steward Partners Investment Advisory, L…48,971$1.19M0.01%+66813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC48,102$1.16M0.01%+4,31513F-HRTimelineGroup
Private Advisor Group, LLC40,958$992K0.01%-97513F-HRTimeline
TBH Global Asset Management, LLC40,574$979K0.21%+97813F-HRTimeline
Cambridge Investment Research Advisors,…39,818$964K<0.01%-26,00313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.38,781$939K0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP37,717$913K<0.01%-2,24413F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …35,356$856K0.01%+2,16913F-HRTimelineGroup
Chancellor Financial Group WB LP31,933$773K0.6%-2,02213F-HRTimeline
D.A. DAVIDSON & CO.31,124$754K0.01%+50013F-HRTimeline
Compound Planning, Inc.27,586$668K0.03%-55513F-HRTimeline
Tyche Wealth Partners LLC26,612$644K0.13%+1213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…26,103$632K0.03%-22913F-HRTimelineGroup
LANARK FINANCIAL, INC.24,390$590K0.05%013F-HRTimeline
Summit Financial, LLC23,722$574K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,558$546K<0.01%+32213F-HRTimelineGroup
WEALTH EFFECTS LLC22,484$544K0.2%+4113F-HRTimeline
Compass Planning Associates Inc22,335$541K0.5%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,060$534K0.04%-12913F-HRTimeline
HighTower Advisors, LLC22,002$533K<0.01%+3,55613F-HRTimeline
Kovack Advisors, Inc.21,816$528K0.05%new13F-HRTimeline
Fairman Group, LLC20,934$507K0.42%-5,48413F-HRTimeline
City Center Advisors, LLC20,930$507K0.54%-1,92213F-HRTimeline
NewEdge Advisors, LLC19,775$479K<0.01%+14,58813F-HRTimeline
Creative Planningin group Creative Planning18,845$456K<0.01%+53913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.18,492$448K0.01%+96313F-HRTimeline
Costello Asset Management, INC18,452$447K0.17%-1,57813F-HRTimeline
Sanctuary Advisors, LLC18,294$443K<0.01%-12513F-HRTimeline
WCG Wealth Advisors LLC18,100$438K0.03%-55013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors17,764$430K0.06%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC17,400$421K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,748$407K<0.01%+1,11113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,685$380K<0.01%+7513F-HR/ATimelineGroup
UMB Bank, n.a.15,684$380K0.01%013F-HR/ATimeline
Cordgrass Capital Advisors, LLC15,547$376K0.1%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,147$367K0.02%013F-HRTimeline
Janney Montgomery Scott LLC15,104$366K<0.01%+1,71313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,538$352K<0.01%+2,04613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,742$333K<0.01%+1,60113F-HRTimelineGroup
Formidable Asset Management, LLC15,599$329K0.06%013F-HRTimeline
COMMONS CAPITAL, LLC13,178$319K0.24%+8613F-HRTimeline
Shulman DeMeo Asset Management LLC13,082$317K0.08%-6313F-HRTimeline
Empirical Asset Management, LLC12,757$309K0.1%+6013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,327$298K0.04%-11813F-HRTimeline
Diversified Enterprises, LLC12,231$296K0.02%-913F-HRTimeline
Altus Wealth Group LLC12,207$296K0.13%013F-HRTimeline
Perigon Wealth Management, LLC12,199$295K0.01%-26013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.11,880$288K<0.01%new13F-HRTimelineGroup
Burk Holdings LLC11,323$274K0.17%013F-HRTimeline
Semus Wealth Partners LLC11,159$270K0.18%-94913F-HRTimeline
Traynor Capital Management, Inc.10,809$260K0.02%+213F-HRTimeline
ARS Wealth Advisors Group, LLC10,750$260K0.03%+15013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,600$257K<0.01%013F-HR/ATimelineGroup
Stockman Wealth Management, Inc.10,000$242K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,835$238K<0.01%013F-HRTimelineGroup
WESBANCO BANK INC9,831$238K0.01%new13F-HRTimeline
Garden State Investment Advisory Servic…9,734$236K0.06%-33513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,709$235K0.01%-1,00113F-HRTimelineGroup
Atria Wealth Solutions, Inc.9,566$233K0.01%+1013F-HRTimeline
Advisory Services Network, LLC9,351$226K<0.01%new13F-HRTimeline
COMERICA BANK9,115$221K<0.01%+6213F-HRTimeline
B. Riley Wealth Advisors, Inc.9,092$220K0.01%-44913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,070$220K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,565$207K<0.01%013F-HRTimelineGroup
MONECO ADVISORS, LLC8,444$204K0.02%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…8,389$203K0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC6,960$169K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,315$153K<0.01%+40413F-HRTimelineGroup
Allworth Financial LP6,192$150K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,423$131K0.02%+10813F-HRTimeline
HARBOUR INVESTMENTS, INC.4,262$103K<0.01%+8313F-HRTimeline
Cypress Capital Management LLC (WY)3,550$85.9K0.09%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …3,033$73.4K0.01%13F-HRTimelineGroup
CGC Financial Services, LLC3,002$72.7K0.02%013F-HRTimeline
Future Financial Wealth Managment LLC3,000$72.6K0.05%013F-HRTimeline
Washington Trust Advisors, Inc.2,965$71.8K0.01%013F-HRTimeline
American Capital Advisory, LLC2,725$66K0.03%013F-HRTimeline
Cornerstone Planning Group LLC2,556$60.9K0.01%+6713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,000$48.4K<0.01%-15513F-HRTimelineGroup
Kentucky Trust Co1,800$43.6K0.02%013F-HRTimeline
Geneos Wealth Management Inc.1,761$42.6K<0.01%-1,22113F-HRTimeline
BOK Financial Private Wealth, Inc.1,700$41.2K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,500$36.3K<0.01%013F-HRTimelineGroup
Marquette Asset Management, LLC1,500$36.3K0.01%013F-HRTimeline
MCF Advisors LLC1,427$34.5K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,352$32.7K<0.01%013F-HRTimelineGroup
CNB Bank1,130$27.4K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,006$24.4K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC1,000$24.2K<0.01%013F-HRTimeline
CITY HOLDING CO960$23.2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.820$19.9K<0.01%013F-HRTimeline
Creekmur Asset Management LLC765$18.5K<0.01%+1513F-HRTimeline
ORG Partners LLC500$12K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO438$10.6K<0.01%-12213F-HRTimelineGroup
Piscataqua Savings Bank410$9.92K0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC333$8.06K<0.01%new13F-HR/ATimeline
Ransom Advisory, Ltd300$7.26K<0.01%new13F-HRTimeline
CoreFirst Bank & Trust299$7.24K<0.01%new13F-HRTimeline
Financial Freedom, LLC258$6.25K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC166$4.02K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC165$4K<0.01%013F-HRTimeline
MAI Capital Management100$2.42K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44$1.06K<0.01%013F-HRTimelineGroup
Kessler Investment Group, LLC14$358<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.