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Disclosery

EOS EATON VANCE ENHANCED EQUITY

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COM (fund), issuer CIK 1308335

138 managers (138 13F filers) reported a position in EOS shares at 2025-12-31, 11,411,000 shares in all. 13 filers opened a position and 14 filers sold out during the quarter.

Managers
138
13F filers
138
New
13
Added
48
Reduced
31
Sold out
14
Shares held by filers
11,411,000

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,265,391$29.6M<0.01%+11,41113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,204,164$28.2M<0.01%-7,71613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC791,908$18.5M0.14%+28,16913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.728,817$17.1M<0.01%+159,11113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN719,341$16.8M<0.01%+35,03313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC684,072$16M<0.01%+13,72813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.647,334$15.2M0.02%-2,66413F-HRTimelineGroup
UBS Group AGin group UBS Group AG440,194$10.3M<0.01%+74,16113F-HRTimelineGroup
LPL Financial LLC409,530$9.59M<0.01%+13,66613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC378,143$8.85M0.01%-13,04013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA350,455$8.2M<0.01%+44,16913F-HRTimelineGroup
Advisors Asset Management, Inc.214,666$5.03M0.08%-54,04313F-HR/ATimeline
Shaker Financial Services, LLC184,985$4.33M1.37%+78,44313F-HRTimeline
Cetera Investment Advisers171,191$4.01M<0.01%+4,28913F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC162,779$3.81M0.05%+122,02113F-HRTimelineGroup
Chung Wu Investment Group, LLC158,610$3.71M3.04%-2,08013F-HRTimeline
Larson Financial Group LLC137,463$3.22M0.11%-2,50713F-HRTimeline
JBR Co Financial Management Inc136,906$3.2M1.34%-1,55513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…119,860$2.81M0.01%+9,82213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC118,355$2.77M<0.01%+2,86313F-HRTimelineGroup
Fund Advisors of America Inc/FL108,561$2.54M2.33%13F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…102,434$2.4M0.16%new13F-HRTimelineGroup
1607 Capital Partners, LLC92,033$2.15M0.15%new13F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.89,355$2.09M<0.01%-82,00013F-HRTimelineGroup
Sunbelt Securities, Inc.87,365$2.05M0.14%-11,01113F-HRTimeline
ROMAN BUTLER FULLERTON & CO83,620$1.88M0.49%+4,12113F-HRTimeline
PMG Family Office LLC78,365$1.83M2.12%+75013F-HRTimeline
Indivisible Partners67,803$1.59M0.17%13F-HRTimeline
Global Assets Advisory, LLC66,312$1.55M0.44%-1,25913F-HRTimeline
Logan Stone Capital, LLC60,815$1.42M0.35%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC57,786$1.35M0.01%+1,45813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP54,028$1.26M<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…51,103$1.2M0.01%+1,45313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,268$1.18M<0.01%-4,10513F-HRTimelineGroup
Private Advisor Group, LLC50,135$1.17M0.01%+1,04513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …44,279$1.04M0.01%+2,16113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.42,632$998K0.01%+72513F-HRTimelineGroup
Cambridge Investment Research Advisors,…41,847$980K<0.01%+1,00913F-HRTimeline
TBH Global Asset Management, LLC39,596$927K0.15%+12213F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC36,513$855K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP36,349$851K<0.01%-67513F-HR/ATimelineGroup
Chancellor Financial Group WB LP34,445$806K0.55%+68113F-HRTimeline
D.A. DAVIDSON & CO.32,124$752K<0.01%013F-HRTimeline
Todd Wealth Management, LLC27,735$649K0.59%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,550$645K<0.01%+2,81413F-HRTimelineGroup
World Investment Advisors26,873$629K0.01%+16,04313F-HR/ATimeline
Tyche Wealth Partners LLC26,638$624K0.1%+1313F-HRTimeline
NewEdge Advisors, LLC26,147$612K<0.01%+2,84513F-HRTimeline
&PARTNERS24,538$574K<0.01%+7013F-HRTimeline
Summit Financial, LLC23,858$559K0.01%-1,33913F-HRTimeline
LANARK FINANCIAL, INC.23,000$538K0.04%-2,22513F-HRTimeline
City Center Advisors, LLC22,852$535K0.49%+2,69113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC22,800$534K<0.01%+7513F-HRTimelineGroup
Compass Planning Associates Inc22,335$523K0.36%013F-HRTimeline
Creative Planningin group Creative Planning22,214$520K<0.01%-71613F-HRTimelineGroup
HighTower Advisors, LLC21,817$511K<0.01%+113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,367$500K0.02%-4,51313F-HRTimelineGroup
Kovack Advisors, Inc.21,316$499K0.02%new13F-HR/ATimeline
Janney Montgomery Scott LLC20,651$483K<0.01%+11613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,697$461K<0.01%+4,94213F-HRTimelineGroup
CWM, LLCin group CWM, LLC19,253$451K<0.01%+1,82113F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.19,065$446K<0.01%+5,11513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.19,603$436K0.01%+59613F-HRTimeline
Sanctuary Advisors, LLC18,294$428K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors17,764$416K0.06%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,056$396K<0.01%-24913F-HRTimeline
Formidable Asset Management, LLC16,474$394K0.06%013F-HRTimeline
Cordgrass Capital Advisors, LLC15,547$364K0.09%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,147$355K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,277$334K<0.01%+2,21013F-HRTimelineGroup
Costello Asset Management, INC14,056$329K0.11%-3,45613F-HRTimeline
UMB Bank, n.a.13,437$315K<0.01%-2,24713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Discipline Wealth Solutions, LLC13,391$313K0.06%+2,50913F-HRTimeline
Fairman Group, LLC13,000$304K0.24%013F-HRTimeline
Shulman DeMeo Asset Management LLC12,935$303K0.07%-11613F-HRTimeline
Empirical Asset Management, LLC12,876$301K0.09%+6113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,586$295K<0.01%+4813F-HRTimelineGroup
COMMONS CAPITAL, LLC12,470$292K0.21%-79013F-HRTimeline
Diversified Enterprises, LLC12,350$289K0.02%+4013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,342$289K0.03%+813F-HRTimeline
Perigon Wealth Management, LLC12,172$285K0.01%-2713F-HRTimeline
Signal Advisors Wealth, LLC11,322$265K0.02%+1,00013F-HRTimeline
Strong Retirement Solutions LLC11,322$265K0.18%13F-HRTimeline
Altus Wealth Group LLC11,103$260K0.1%-1,71913F-HRTimeline
Mariner, LLCin group Mariner, LLC10,714$251K<0.01%-1,92613F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,600$248K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management10,391$243K0.01%-10413F-HRTimelineGroup
Burk Holdings LLC10,274$241K0.11%-1,04913F-HRTimeline
Stockman Wealth Management, Inc.10,000$234K0.03%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\9,835$230K<0.01%013F-HRTimelineGroup
WESBANCO BANK INC9,831$230K0.01%013F-HRTimeline
Advisory Services Network, LLC9,351$219K<0.01%013F-HRTimeline
Traynor Capital Management, Inc.9,292$218K0.01%-1,51813F-HRTimeline
Garden State Investment Advisory Servic…9,131$214K0.05%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.9,078$213K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,078$213K0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,070$212K<0.01%013F-HRTimelineGroup
WEALTH EFFECTS LLC9,000$211K0.07%013F-HRTimeline
Intrua Financial, LLC8,944$209K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,565$201K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,634$155K<0.01%+22913F-HR/ATimelineGroup
Allworth Financial LP5,892$138K<0.01%-30013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,844$137K<0.01%+1,50213F-HRTimeline
COMERICA BANK5,618$132K<0.01%-3,35513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,800$89K0.01%new13F-HRTimeline
Cypress Capital Management LLC (WY)3,550$83.1K0.08%013F-HRTimeline
AMERIFLEX GROUP, INC.3,550$83.1K0.04%-4,95013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,500$82K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,033$71K0.01%013F-HRTimelineGroup
CGC Financial Services, LLC3,002$70.3K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.2,965$69.4K0.01%013F-HRTimeline
American Capital Advisory, LLC2,725$63.8K0.03%013F-HRTimeline
Cornerstone Planning Group LLC2,639$59.5K0.01%+5113F-HRTimeline
Farther Finance Advisors, LLC2,515$58.9K<0.01%+2,34913F-HRTimeline
Kentucky Trust Co2,225$52.1K0.03%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,000$46.8K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,761$41.2K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,500$35.1K<0.01%013F-HRTimelineGroup
Marquette Asset Management, LLC1,500$35.1K0.01%013F-HRTimeline
MCF Advisors LLC1,427$33.4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,352$31.6K<0.01%013F-HRTimelineGroup
CNB Bank1,130$26.5K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,046$24.5K<0.01%+2013F-HRTimeline
Fortis Group Advisors, LLC1,000$23.4K<0.01%013F-HRTimeline
Strive Financial Group ,LLC991$23.2K0.01%13F-HR/ATimeline
CITY HOLDING CO960$22.5K<0.01%-1,33313F-HRTimeline
Physician Wealth Advisors, Inc.820$19.2K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates625$14.6K<0.01%new13F-HRTimeline
Arax Advisory Partners500$11.7K<0.01%new13F-HRTimeline
ORG Partners LLC500$11.7K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO438$10.3K<0.01%013F-HRTimelineGroup
Piscataqua Savings Bank410$9.59K0.01%013F-HRTimeline
Ransom Advisory, Ltd300$7.02K<0.01%013F-HRTimeline
CoreFirst Bank & Trust299$7K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…243$5.69K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC165$3.86K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC125$2.93K<0.01%013F-HRTimeline
MAI Capital Management100$2.34K<0.01%013F-HRTimeline