EATON VANCE ENHANCED EQ INCM (EOI) Institutional Ownership Changes & 13F Activity

EATON VANCE ENHANCED EQ INCM (EOI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Focus Partners Wealth, Invesco Ltd., Ameriprise Financial Inc, Morgan Stanley, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Invesco Ltd.Buy+450,145450,145$8.85MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+218,542218,542$4.30MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-189,191-56.2%147,242$2.90MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+170,612+11.3%1,678,256$32.99MQ2 2026Aug 14, 2026
Readystate Asset Management LpBuy+36,24536,245$712.58KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+33,979+20.2%202,090$3.97MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+19,590+36.1%73,852$1.45MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+17,00817,008$334.38KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-12,345-2.3%532,902$10.48MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+6,212+1.1%575,518$11.31MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+3,8533,853$75.75KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-3,421-1.8%182,526$3.59MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1,039+2664.1%1,078$20.63KQ2 2026Aug 14, 2026
&PartnersSell-300-1.6%18,155$356.93KQ2 2026Aug 14, 2026
Morgan StanleySell-199,486-24.5%616,112$12.11MQ2 2026Aug 13, 2026
Mariner, LlcBuy+12,36012,360$242.99KQ2 2026Aug 13, 2026
Ubs Group AgSell-6,877-3.6%181,878$3.58MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+6,146+4.6%140,937$2.77MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-2,147-4.3%47,654$936.88KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-2,021-8.0%23,257$457.22KQ2 2026Aug 13, 2026
Hantz Financial Services, Inc.Buy+2020$0.00Q2 2026Aug 13, 2026
Focus Partners WealthSell-981,721-66.7%490,844$9.65MQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+48,32748,327$950.11KQ2 2026Aug 12, 2026
Guggenheim Capital LlcSell-27,895-11.6%211,996$4.17MQ2 2026Aug 12, 2026
Landscape Capital Management, L.L.C.Buy+10,11410,114$198.84KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+5,5415,541$108.94KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+4,6794,679$90.68KQ2 2026Aug 12, 2026
Elevation Point Wealth Partners, LlcSell-3,422-1.8%184,826$3.63MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-2,571-3.4%72,073$1.42MQ2 2026Aug 12, 2026
Stifel Financial CorpSell-1,366-3.0%43,599$857.15KQ2 2026Aug 12, 2026
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Frequently asked questions about EOI activity

  • Which institutional owners are buying EOI?

    Institutional owners buying EOI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EOI activity?

    "Buy" means an investor increased their reported position in EOI compared to the prior reporting period. This reflects growing exposure to EATON VANCE ENHANCED EQ INCM (EOI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EOI increasing?

    Institutional interest in EOI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.