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Disclosery

EOS EATON VANCE ENHANCED EQUITY

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COM (fund), issuer CIK 1308335

124 managers (125 13F filers) reported a position in EOS shares at 2026-03-31, 11,049,191 shares in all. 7 filers opened a position and 18 filers sold out during the quarter.

Managers
124
13F filers
125
New
7
Added
48
Reduced
34
Sold out
18
Shares held by filers
11,049,191

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,213,550$24.8M<0.01%-51,84113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,134,517$23.2M<0.01%-69,64713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN769,232$15.7M<0.01%+49,89113F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC728,260$14.9M0.12%-63,64813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.723,010$14.8M<0.01%-5,80713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC699,479$14.3M<0.01%+15,40713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding429,060$8.78M-11,134Timeline
LPL Financial LLC412,725$8.44M<0.01%+3,19513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA366,367$7.5M<0.01%+15,91213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC349,044$7.14M0.01%-29,09913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.300,152$6.14M0.01%-347,18213F-HRTimelineGroup
Shaker Financial Services, LLC275,672$5.64M1.97%+90,68713F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC244,924$5.01M0.08%+82,14513F-HRTimelineGroup
Chung Wu Investment Group, LLC157,310$3.22M2.77%-1,30013F-HRTimeline
JBR Co Financial Management Inc136,906$3.2M1.34%013F-HRTimeline
Larson Financial Group LLC141,989$2.91M0.09%+4,52613F-HRTimeline
Advisors Asset Management, Inc.132,730$2.72M0.05%-81,93613F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.129,355$2.65M<0.01%+40,00013F-HRTimelineGroup
1607 Capital Partners, LLC128,981$2.64M0.19%+36,94813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC124,198$2.53M<0.01%+5,84313F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…120,930$2.47M<0.01%+1,07013F-HRTimelineGroup
Cetera Investment Advisers113,944$2.33M<0.01%-57,24713F-HRTimeline
Karpus Management, Inc.110,532$2.26M0.07%new13F-HRTimeline
Fund Advisors of America Inc/FL106,662$2.18M2.21%-1,89913F-HRTimeline
ROMAN BUTLER FULLERTON & CO84,705$1.8M0.5%+1,08513F-HRTimeline
PMG Family Office LLC84,291$1.72M1.93%+5,92613F-HRTimeline
Indivisible Partners77,052$1.58M0.14%+9,24913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP75,377$1.54M<0.01%+25,10913F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…71,484$1.46M0.09%-30,95013F-HRTimelineGroup
Sunbelt Securities, Inc.69,019$1.41M0.09%-18,34613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC66,383$1.36M0.01%+8,59713F-HRTimelineGroup
Logan Stone Capital, LLC61,594$1.26M0.35%+77913F-HRTimeline
Steward Partners Investment Advisory, L…55,520$1.14M0.01%+4,41713F-HRTimeline
Private Advisor Group, LLC49,668$1.02M<0.01%-46713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …45,271$926K0.01%+99213F-HRTimelineGroup
Cambridge Investment Research Advisors,…44,212$905K<0.01%+2,36513F-HRTimeline
Kovack Advisors, Inc.41,032$854K0.05%+19,71613F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC41,448$848K<0.01%+4,93513F-HRTimelineGroup
TBH Global Asset Management, LLC39,474$808K0.16%-12213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP37,718$772K<0.01%-16,31013F-HRTimelineGroup
Chancellor Financial Group WB LP34,879$714K0.51%+43413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP34,410$704K<0.01%-1,93913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,562$666K0.01%-10,07013F-HRTimelineGroup
D.A. DAVIDSON & CO.32,124$657K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,817$651K<0.01%+4,26713F-HRTimelineGroup
&PARTNERS28,416$581K<0.01%+3,87813F-HRTimeline
NewEdge Advisors, LLC28,008$573K<0.01%+1,86113F-HR/ATimeline
Todd Wealth Management, LLC27,735$567K0.52%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.26,913$551K0.01%+7,84813F-HRTimelineGroup
World Investment Advisors26,482$542K0.01%-39113F-HRTimeline
Tyche Wealth Partners LLC26,425$541K0.08%-21313F-HRTimeline
City Center Advisors, LLC26,401$540K0.5%+3,54913F-HRTimeline
Farther Finance Advisors, LLC25,553$533K0.01%+23,03813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,993$491K<0.01%+4,29613F-HRTimelineGroup
LANARK FINANCIAL, INC.23,850$488K0.04%+85013F-HRTimeline
Summit Financial, LLC22,875$468K0.01%-98313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC22,820$467K<0.01%+2013F-HRTimelineGroup
HighTower Advisors, LLC22,416$459K<0.01%+59913F-HRTimeline
Compass Planning Associates Inc22,335$457K0.29%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,449$439K<0.01%+7,17213F-HRTimelineGroup
Creative Planningin group Creative Planning20,226$414K<0.01%-1,98813F-HRTimelineGroup
Janney Montgomery Scott LLC19,724$404K<0.01%-92713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…19,217$393K0.02%-2,15013F-HRTimelineGroup
Formidable Asset Management, LLC16,474$386K0.06%013F-HRTimeline
Sanctuary Advisors, LLC18,630$381K<0.01%+33613F-HRTimeline
COMMONS CAPITAL, LLC18,148$371K0.31%+5,67813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors17,764$363K0.05%013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC17,075$349K0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,500$342K<0.01%-55613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,147$310K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC14,947$306K0.07%-60013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,129$289K<0.01%+5,56413F-HRTimelineGroup
Costello Asset Management, INC14,041$287K0.1%-1513F-HRTimeline
UMB Bank, n.a.13,437$275K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fairman Group, LLC13,000$266K0.23%013F-HRTimeline
Empirical Asset Management, LLC12,945$265K0.07%+6913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,607$258K<0.01%+2113F-HRTimelineGroup
Diversified Enterprises, LLC12,393$254K0.01%+4313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,201$250K0.03%-14113F-HRTimeline
Perigon Wealth Management, LLC12,067$247K<0.01%-10513F-HRTimeline
WEALTH EFFECTS LLC11,135$228K0.08%+2,13513F-HRTimeline
Mariner, LLCin group Mariner, LLC10,714$219K<0.01%013F-HRTimelineGroup
Altus Wealth Group LLC10,667$218K0.09%-43613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,640$218K0.01%+24913F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,600$217K<0.01%013F-HRTimelineGroup
Shulman DeMeo Asset Management LLC10,537$216K0.05%-2,39813F-HRTimeline
Burk Holdings LLC10,274$210K0.09%013F-HRTimeline
WESBANCO BANK INC10,256$210K0.01%+42513F-HRTimeline
B. Riley Wealth Advisors, Inc.10,694$208K0.01%new13F-HRTimeline
Stockman Wealth Management, Inc.10,000$205K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,835$201K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC9,351$191K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,432$152K<0.01%+79813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,250$148K<0.01%+1,40613F-HRTimeline
Axiom Investment Management LLC6,074$124K0.09%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,701$117K<0.01%+4,34913F-HRTimelineGroup
Allworth Financial LP4,592$94K<0.01%-1,30013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,800$77.7K0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)3,550$72.6K0.07%013F-HRTimeline
AMERIFLEX GROUP, INC.3,550$72.6K0.04%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,033$62.1K0.01%013F-HRTimelineGroup
CGC Financial Services, LLC3,002$61.4K0.02%013F-HRTimeline
Cornerstone Planning Group LLC2,715$61K0.01%+7613F-HRTimeline
Washington Trust Advisors, Inc.2,965$60.7K<0.01%013F-HRTimeline
American Capital Advisory, LLC2,725$55.8K0.02%013F-HRTimeline
Quarry LP2,582$52.8K0.01%new13F-HRTimeline
Kentucky Trust Co2,225$45.5K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC2,063$42.2K<0.01%-17,19013F-HRTimelineGroup
Parallel Advisors, LLC2,000$40.9K<0.01%new13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,000$40.9K<0.01%013F-HR/ATimelineGroup
Geneos Wealth Management Inc.1,761$36K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,500$30.7K<0.01%013F-HRTimelineGroup
MCF Advisors LLC1,427$29.2K<0.01%013F-HRTimeline
CNB Bank1,130$23.1K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,068$21.9K<0.01%+2213F-HRTimeline
Fortis Group Advisors, LLC1,000$20.5K<0.01%013F-HRTimeline
CITY HOLDING CO960$19.6K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.820$16.8K<0.01%013F-HRTimeline
Arax Advisory Partners500$10.2K<0.01%013F-HRTimeline
Piscataqua Savings Bank410$8.38K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO316$6.15K<0.01%-12213F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC200$4.09K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC125$2.56K<0.01%013F-HRTimeline
MAI Capital Management100$2.05K<0.01%013F-HRTimeline