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Disclosery

EOS EATON VANCE ENHANCED EQUITY

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COM (fund), issuer CIK 1308335

136 managers (136 13F filers) reported a position in EOS shares at 2025-09-30, 10,702,611 shares in all. 14 filers opened a position and 7 filers sold out during the quarter.

Managers
136
13F filers
136
New
14
Added
55
Reduced
21
Sold out
7
Shares held by filers
10,702,611

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY1,253,980$30M<0.01%-22,37913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,211,880$29M<0.01%-166,69713F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC763,739$18.3M0.14%-55,84413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN684,308$16.4M<0.01%+26,90213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC670,344$16M0.01%+18,69213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.649,998$15.5M0.02%+2,03213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.569,706$13.6M<0.01%+6,90413F-HRTimelineGroup
LPL Financial LLC395,864$9.47M<0.01%+13,53713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC391,183$9.36M0.01%+19,03413F-HRTimeline
UBS Group AGin group UBS Group AG366,033$8.76M<0.01%+43,92913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA306,286$7.33M<0.01%+10,46213F-HRTimelineGroup
Advisors Asset Management, Inc.268,709$6.43M0.11%-130,60713F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…190,501$4.56M0.08%-11,33113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.171,355$4.1M0.01%013F-HRTimelineGroup
Cetera Investment Advisers166,902$3.99M<0.01%+7,21813F-HRTimeline
Chung Wu Investment Group, LLC160,690$3.85M3.2%-4,54013F-HRTimeline
Larson Financial Group LLC139,970$3.35M0.12%+5,26113F-HRTimeline
JBR Co Financial Management Inc138,461$3.31M1.4%+1,91813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC115,492$2.76M<0.01%+2,14013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…110,038$2.63M0.01%+5,66313F-HRTimelineGroup
Shaker Financial Services, LLC106,542$2.55M0.87%+57,37713F-HRTimeline
Sunbelt Securities, Inc.98,376$2.35M0.16%-8,84413F-HRTimeline
ROMAN BUTLER FULLERTON & CO79,499$1.9M0.51%+1,11613F-HRTimeline
PMG Family Office LLC77,615$1.86M2.08%13F-HRTimeline
Global Assets Advisory, LLC67,571$1.62M0.48%+16,02713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC56,328$1.35M0.01%+8,22613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,373$1.3M<0.01%-57913F-HRTimelineGroup
Steward Partners Investment Advisory, L…49,650$1.19M0.01%+67913F-HRTimeline
Private Advisor Group, LLC49,090$1.17M0.01%+8,13213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …42,118$1.01M0.01%+6,76213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.41,907$1M0.01%+3,12613F-HRTimelineGroup
Cambridge Investment Research Advisors,…40,838$977K<0.01%+1,02013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC40,758$975K0.01%new13F-HRTimelineGroup
TBH Global Asset Management, LLC39,474$945K0.18%-1,10013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP37,024$886K<0.01%-69313F-HRTimelineGroup
Chancellor Financial Group WB LP33,764$808K0.57%+1,83113F-HRTimeline
D.A. DAVIDSON & CO.32,124$769K<0.01%+1,00013F-HRTimeline
Compound Planning, Inc.28,852$690K0.02%+1,26613F-HRTimeline
Tyche Wealth Partners LLC26,625$637K0.11%+1313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…25,880$619K0.04%-22313F-HRTimelineGroup
LANARK FINANCIAL, INC.25,225$604K0.05%+83513F-HRTimeline
Summit Financial, LLC25,197$603K0.01%+1,47513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,736$592K<0.01%+2,17813F-HRTimelineGroup
&PARTNERS24,468$586K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC23,302$558K<0.01%+3,52713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management23,200$555K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning22,930$549K<0.01%+4,08513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC22,725$544K<0.01%+7,04013F-HR/ATimelineGroup
Compass Planning Associates Inc22,335$534K0.49%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,060$531K0.04%013F-HRTimeline
HighTower Advisors, LLC21,816$522K<0.01%-18613F-HRTimeline
Janney Montgomery Scott LLC20,535$491K<0.01%+5,43113F-HRTimeline
City Center Advisors, LLC20,161$482K0.47%-76913F-HRTimeline
J.W. COLE ADVISORS, INC.19,007$455K0.01%+51513F-HRTimeline
Sanctuary Advisors, LLC18,294$438K<0.01%013F-HR/ATimeline
Colonial Trust Co / SCin group Colonial Trust Advisors17,764$425K0.06%013F-HRTimelineGroup
Costello Asset Management, INC17,512$419K0.14%-94013F-HRTimeline
CWM, LLCin group CWM, LLC17,432$417K<0.01%+3213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,305$414K<0.01%+55713F-HRTimeline
Formidable Asset Management, LLC16,474$399K0.06%+87513F-HRTimeline
UMB Bank, n.a.15,684$375K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cordgrass Capital Advisors, LLC15,547$372K0.09%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,147$362K0.02%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,755$353K<0.01%+1,01313F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.13,950$334K<0.01%+2,07013F-HRTimelineGroup
COMMONS CAPITAL, LLC13,260$317K0.21%+8213F-HRTimeline
Shulman DeMeo Asset Management LLC13,051$312K0.07%-3113F-HRTimeline
Fairman Group, LLC13,000$311K0.25%-7,93413F-HRTimeline
Altus Wealth Group LLC12,822$307K0.13%+61513F-HRTimeline
Empirical Asset Management, LLC12,815$307K0.09%+5813F-HRTimeline
Mariner, LLCin group Mariner, LLC12,640$302K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,538$300K<0.01%-2,00013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…12,334$295K0.03%+713F-HRTimeline
Diversified Enterprises, LLC12,310$295K0.02%+7913F-HRTimeline
HRT FINANCIAL LP12,222$292K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC12,199$292K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,067$289K<0.01%new13F-HRTimelineGroup
Burk Holdings LLC11,323$271K0.14%013F-HRTimeline
Discipline Wealth Solutions, LLC10,882$260K0.07%new13F-HRTimeline
World Investment Advisors10,830$259K0.01%new13F-HRTimeline
Traynor Capital Management, Inc.10,810$259K0.01%+113F-HRTimeline
ARS Wealth Advisors Group, LLC10,750$257K0.03%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,600$254K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management10,495$251K0.01%+78613F-HRTimelineGroup
Signal Advisors Wealth, LLC10,322$247K0.02%new13F-HRTimeline
WCG Wealth Advisors LLC10,100$242K0.02%-8,00013F-HRTimeline
Stockman Wealth Management, Inc.10,000$239K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,835$235K<0.01%013F-HRTimelineGroup
WESBANCO BANK INC9,831$235K0.01%013F-HRTimeline
Advisory Services Network, LLC9,351$224K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,078$217K0.02%+8,74513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,070$217K<0.01%013F-HRTimelineGroup
WEALTH EFFECTS LLC9,000$215K0.07%-13,48413F-HRTimeline
COMERICA BANK8,973$215K<0.01%-14213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,565$205K<0.01%013F-HRTimelineGroup
Venture Visionary Partners LLC8,525$204K0.01%new13F-HRTimeline
MONECO ADVISORS, LLC8,503$203K0.02%+5913F-HRTimeline
AMERIFLEX GROUP, INC.8,500$203K0.08%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…8,389$201K0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.8,358$200K0.01%-73413F-HRTimeline
Wealthspire Advisors, LLC8,019$192K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC6,960$167K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,405$153K<0.01%+9013F-HRTimelineGroup
Allworth Financial LP6,192$148K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,342$104K<0.01%+8013F-HRTimeline
Cypress Capital Management LLC (WY)3,550$85K0.08%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,500$84K<0.01%new13F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,033$72.6K0.01%13F-HRTimelineGroup
CGC Financial Services, LLC3,002$71.8K0.02%013F-HRTimeline
Future Financial Wealth Managment LLC3,000$71.8K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Washington Trust Advisors, Inc.2,965$71K0.01%013F-HRTimeline
American Capital Advisory, LLC2,725$65.2K0.03%013F-HRTimeline
Cornerstone Planning Group LLC2,588$61.3K0.01%+3213F-HRTimeline
CITY HOLDING CO2,293$54.9K0.01%+1,33313F-HRTimeline
Kentucky Trust Co2,225$53.2K0.03%+42513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,000$47.9K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,761$42.1K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,500$35.9K<0.01%013F-HRTimelineGroup
Marquette Asset Management, LLC1,500$35.9K0.01%013F-HRTimeline
MCF Advisors LLC1,427$34.1K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,352$32.4K<0.01%013F-HRTimelineGroup
CNB Bank1,130$27K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,026$24.5K<0.01%+2013F-HRTimeline
Fortis Group Advisors, LLC1,000$23.9K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.820$19.6K<0.01%013F-HRTimeline
Creekmur Asset Management LLC779$18.7K<0.01%+1413F-HRTimeline
ORG Partners LLC500$12K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO438$10.5K<0.01%013F-HR/ATimelineGroup
Piscataqua Savings Bank410$9.81K0.01%013F-HRTimeline
Ransom Advisory, Ltd300$7.18K<0.01%013F-HR/ATimeline
CoreFirst Bank & Trust299$7.16K<0.01%013F-HRTimeline
Financial Freedom, LLC258$6.17K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC166$3.97K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC165$3.95K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC125$2.99K<0.01%new13F-HRTimeline
MAI Capital Management100$2.39K<0.01%013F-HRTimeline