EOI Institutional Ownership & Shareholders
EATON VANCE ENHANCED EQ INCM (EOI) is currently held by 89 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $168.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of EOI tracked by InsiderSet, reporting ownership valued at approximately $32.99M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $32.16M, representing an estimated loss of -2.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed EOI value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in EATON VANCE ENHANCED EQ INCM (EOI).
This page ranks the largest institutional EOI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
89
Total Reported Value
$168.59M
Largest Holder
Raymond James Financial Inc
Largest Position
$32.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 1,678,256 | $32,994,516 | $32,155,385 | -$839,131 | -2.54% | |
| Morgan Stanley | 0.00% | 616,112 | $12,112,766 | $11,804,706 | -$308,060 | -2.54% | |
| Bank Of America Corp | 0.00% | 575,518 | $11,314,680 | $11,026,925 | -$287,755 | -2.54% | |
| Wells Fargo & Company/Mn | 0.00% | 532,902 | $10,476,860 | $10,210,402 | -$266,458 | -2.54% | |
| Focus Partners Wealth | 0.01% | 490,844 | $9,649,981 | $9,404,571 | -$245,410 | -2.54% | |
| Invesco Ltd. | 0.00% | 450,145 | $8,849,851 | $8,624,778 | -$225,073 | -2.54% | |
| Lpl Financial Llc | 0.00% | 374,206 | $7,356,894 | $7,169,787 | -$187,107 | -2.54% | |
| Shaker Financial Services, Llc | 1.80% | 273,850 | $5,441,400 | $5,246,966 | -$194,434 | -3.57% | |
| Truist Financial Corp | 0.01% | 226,471 | $4,499,975 | $4,339,184 | -$160,791 | -3.57% | |
| Roman Butler Fullerton & Co | 1.00% | 22,462 | $4,351,376 | $430,372 | -$3,921,004 | -90.11% | |
| Ameriprise Financial Inc | 0.00% | 218,542 | $4,296,653 | $4,187,265 | -$109,388 | -2.55% | |
| Guggenheim Capital Llc | 0.03% | 211,996 | $4,167,841 | $4,061,843 | -$105,998 | -2.54% | |
| Osaic Holdings, Inc. | 0.00% | 202,090 | $3,973,184 | $3,872,044 | -$101,140 | -2.55% | |
| Wolverine Asset Management Llc | 0.03% | 185,254 | $3,680,997 | $3,549,467 | -$131,530 | -3.57% | |
| Elevation Point Wealth Partners, Llc | 0.07% | 184,826 | $3,633,679 | $3,541,266 | -$92,413 | -2.54% | |
| Vestmark Advisory Solutions, Inc. | 0.03% | 182,526 | $3,588,461 | $3,497,198 | -$91,263 | -2.54% | |
| Ubs Group Ag | 0.00% | 181,878 | $3,575,721 | $3,484,782 | -$90,939 | -2.54% | |
| Advisors Asset Management, Inc. | 0.05% | 165,963 | $3,345,814 | $3,179,851 | -$165,963 | -4.96% | |
| Royal Bank Of Canada | 0.00% | 147,242 | $2,896,000 | $2,821,157 | -$74,843 | -2.58% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 140,937 | $2,770,814 | $2,700,353 | -$70,461 | -2.54% | |
| Oxenfree Capital Llc | 0.79% | 91,364 | $1,824,529 | $1,750,534 | -$73,995 | -4.06% | |
| Allworth Financial Lp | 0.01% | 88,002 | $1,730,115 | $1,686,118 | -$43,997 | -2.54% | |
| Pmg Family Office Llc | 1.56% | 85,054 | $1,690,023 | $1,629,635 | -$60,388 | -3.57% | |
| Ameritas Advisory Services, Llc | 0.03% | 73,852 | $1,451,940 | $1,415,004 | -$36,936 | -2.54% | |
| Cetera Investment Advisers | 0.00% | 72,073 | $1,416,952 | $1,380,919 | -$36,033 | -2.54% | |
| Lynx Investment Advisory | 0.39% | 58,730 | $1,166,966 | $1,125,267 | -$41,699 | -3.57% | |
| Ep Wealth Advisors, Llc | 0.00% | 48,327 | $950,111 | $925,945 | -$24,166 | -2.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 47,641 | $946,620 | $912,802 | -$33,818 | -3.57% | |
| Rockefeller Capital Management L.P. | 0.00% | 47,654 | $936,883 | $913,051 | -$23,832 | -2.54% | |
| Corient Private Wealth Llc | 0.00% | 46,697 | $918,063 | $894,715 | -$23,348 | -2.54% | |
| Stifel Financial Corp | 0.00% | 43,599 | $857,149 | $835,357 | -$21,792 | -2.54% | |
| D.A. Davidson & Co. | 0.00% | 41,780 | $830,178 | $800,505 | -$29,673 | -3.57% | |
| Farther Finance Advisors, Llc | 0.01% | 39,902 | $792,843 | $764,522 | -$28,321 | -3.57% | |
| Guerra Pan Advisors, Llc | 0.44% | 39,312 | $768,943 | $753,218 | -$15,725 | -2.05% | |
| David J Yvars Group | 0.35% | 37,904 | $753,143 | $726,241 | -$26,902 | -3.57% | |
| Tpg Advisors Llc | 0.39% | 37,059 | $736,362 | $710,050 | -$26,312 | -3.57% | |
| Readystate Asset Management Lp | 0.03% | 36,245 | $712,577 | $694,454 | -$18,123 | -2.54% | |
| Commons Capital, Llc | 0.38% | 27,766 | $545,874 | $531,997 | -$13,877 | -2.54% | |
| Indivisible Partners | 0.02% | 25,431 | $505,314 | $487,258 | -$18,056 | -3.57% | |
| Sanctuary Advisors, Llc | 0.00% | 23,257 | $457,224 | $445,604 | -$11,620 | -2.54% | |
| Wcg Wealth Advisors Llc | 0.01% | 20,874 | $410,383 | $399,946 | -$10,437 | -2.54% | |
| Rhodes Investment Advisors Inc | 0.26% | 18,650 | $370,576 | $357,334 | -$13,242 | -3.57% | |
| &Partners | 0.00% | 18,155 | $356,927 | $347,850 | -$9,077 | -2.54% | |
| Xtx Topco Ltd | 0.00% | 17,008 | $334,377 | $325,873 | -$8,504 | -2.54% | |
| Northrock Partners, Llc | 0.00% | 16,353 | $321,500 | $313,323 | -$8,177 | -2.54% | |
| Stratos Wealth Advisors, Llc | 0.01% | 12,755 | $250,767 | $244,386 | -$6,381 | -2.54% | |
| Bryn Mawr Trust Advisors, Llc | 0.01% | 12,500 | $245,750 | $239,500 | -$6,250 | -2.54% | |
| Mariner, Llc | 0.00% | 12,360 | $242,990 | $236,818 | -$6,172 | -2.54% | |
| J.W. Cole Advisors, Inc. | 0.00% | 11,883 | $233,629 | $227,678 | -$5,951 | -2.55% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 11,661 | $229,268 | $223,425 | -$5,843 | -2.55% |
Frequently asked questions about EOI
Who are the largest institutional holders of EOI?
The largest institutional holders of EOI reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, and Focus Partners Wealth. InsiderSet ranks institutional holders by their latest reported EOI position.
What is EOI institutional ownership?
This page tracks EOI positions reported by institutional investment managers through SEC Form 13F. EATON VANCE ENHANCED EQ INCM (EOI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EOI?
InsiderSet currently tracks 89 institutional managers reporting EOI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EOI shareholders.
How much EOI stock do institutions own?
Institutional investment managers disclosed approximately $168.59M in EOI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EOI institutional ownership last updated?
The latest EOI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EOI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EOI position after the reporting date.
Are institutions buying or selling EOI?
Institutional buying and selling can be analyzed by comparing EOI positions across consecutive 13F reporting periods. InsiderSet's EOI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EOI ownership changes.
How has EOI institutional ownership changed over time?
InsiderSet tracks EOI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.