EATON VANCE ENHANCED EQ INCM (EOI) Top Institutional Shareholders
EATON VANCE ENHANCED EQ INCM (EOI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $169.71M in EOI holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of EOI tracked by InsiderSet, reporting ownership valued at approximately $28.31M in its March 31, 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 $28.99M, representing an estimated gain of +2.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed EOI value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Focus Partners Wealth, Morgan Stanley, 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
80
Total Reported Value
$169.71M
Largest Holder
Raymond James Financial Inc
Largest Position
$28.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
96
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% | 1,507,644 | $28,313,555 | $28,991,994 | +$678,439 | +2.40% | |
| Focus Partners Wealth | 0.03% | 1,472,565 | $27,654,769 | $28,317,425 | +$662,656 | +2.40% | |
| Morgan Stanley | 0.00% | 815,598 | $15,316,931 | $15,683,950 | +$367,019 | +2.40% | |
| Bank Of America Corp | 0.00% | 569,306 | $10,691,560 | $10,947,754 | +$256,194 | +2.40% | |
| Wells Fargo & Company/Mn | 0.00% | 545,247 | $10,239,735 | $10,485,100 | +$245,365 | +2.40% | |
| Invesco Ltd. | 0.00% | 398,771 | $7,488,920 | $7,668,366 | +$179,446 | +2.40% | |
| Lpl Financial Llc | 0.00% | 355,211 | $6,670,864 | $6,830,708 | +$159,844 | +2.40% | |
| Royal Bank Of Canada | 0.00% | 336,433 | $6,318,000 | $6,469,607 | +$151,607 | +2.40% | |
| Guggenheim Capital Llc | 0.04% | 239,891 | $4,505,153 | $4,613,104 | +$107,951 | +2.40% | |
| Roman Butler Fullerton & Co | 1.19% | 220,865 | $4,344,416 | $4,247,234 | -$97,182 | -2.24% | |
| Ameriprise Financial Inc | 0.00% | 216,812 | $4,152,864 | $4,169,295 | +$16,431 | +0.40% | |
| Truist Financial Corp | 0.01% | 200,602 | $3,767,314 | $3,857,576 | +$90,262 | +2.40% | |
| Ubs Group Ag | 0.00% | 188,755 | $3,544,819 | $3,629,759 | +$84,940 | +2.40% | |
| Elevation Point Wealth Partners, Llc | 0.08% | 188,248 | $3,535,288 | $3,620,009 | +$84,721 | +2.40% | |
| Vestmark Advisory Solutions, Inc. | 0.04% | 185,947 | $3,492,094 | $3,575,761 | +$83,667 | +2.40% | |
| Osaic Holdings, Inc. | 0.00% | 168,111 | $3,157,041 | $3,232,775 | +$75,734 | +2.40% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 134,791 | $2,531,376 | $2,592,031 | +$60,655 | +2.40% | |
| Farther Finance Advisors, Llc | 0.02% | 92,010 | $1,764,751 | $1,769,352 | +$4,601 | +0.26% | |
| Tpg Advisors Llc | 1.08% | 92,053 | $1,728,755 | $1,770,179 | +$41,424 | +2.40% | |
| Allworth Financial Lp | 0.01% | 90,158 | $1,693,167 | $1,733,738 | +$40,571 | +2.40% | |
| Oxenfree Capital Llc | 0.78% | 80,711 | $1,607,754 | $1,552,073 | -$55,681 | -3.46% | |
| Pmg Family Office Llc | 1.71% | 81,657 | $1,533,518 | $1,570,264 | +$36,746 | +2.40% | |
| Cetera Investment Advisers | 0.00% | 74,644 | $1,401,809 | $1,435,404 | +$33,595 | +2.40% | |
| Ameritas Advisory Services, Llc | 0.04% | 54,262 | $1,019,047 | $1,043,458 | +$24,411 | +2.40% | |
| Commonwealth Equity Services, Llc | 0.00% | 53,688 | $1,008,270 | $1,032,420 | +$24,150 | +2.40% | |
| Rockefeller Capital Management L.P. | 0.00% | 49,801 | $935,263 | $957,673 | +$22,410 | +2.40% | |
| Hightower Advisors, Llc | 0.00% | 47,609 | $894,110 | $915,521 | +$21,411 | +2.39% | |
| Corient Private Wealth Llc | 0.00% | 46,697 | $876,970 | $897,983 | +$21,013 | +2.40% | |
| Stifel Financial Corp | 0.00% | 44,965 | $844,429 | $864,677 | +$20,248 | +2.40% | |
| D.A. Davidson & Co. | 0.00% | 41,864 | $786,221 | $805,045 | +$18,824 | +2.39% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 40,951 | $769,060 | $787,488 | +$18,428 | +2.40% | |
| Guerra Pan Advisors, Llc | 0.46% | 39,565 | $743,031 | $760,835 | +$17,804 | +2.40% | |
| Sanctuary Advisors, Llc | 0.00% | 25,278 | $474,716 | $486,096 | +$11,380 | +2.40% | |
| Commons Capital, Llc | 0.38% | 24,512 | $460,332 | $471,366 | +$11,034 | +2.40% | |
| David J Yvars Group | 0.23% | 21,500 | $403,771 | $413,445 | +$9,674 | +2.40% | |
| Wcg Wealth Advisors Llc | 0.01% | 20,874 | $392,013 | $401,407 | +$9,394 | +2.40% | |
| Wolverine Asset Management Llc | 0.01% | 20,503 | $385,046 | $394,273 | +$9,227 | +2.40% | |
| Northrock Partners, Llc | 0.01% | 19,285 | $362,172 | $370,851 | +$8,679 | +2.40% | |
| &Partners | 0.00% | 18,455 | $346,585 | $354,890 | +$8,305 | +2.40% | |
| Rhodes Investment Advisors Inc | 0.29% | 17,990 | $337,852 | $345,948 | +$8,096 | +2.40% | |
| Bryn Mawr Trust Advisors, Llc | 0.01% | 15,019 | $282,057 | $288,815 | +$6,758 | +2.40% | |
| Indivisible Partners | 0.02% | 12,777 | $239,952 | $245,702 | +$5,750 | +2.40% | |
| Stratos Wealth Advisors, Llc | 0.01% | 12,596 | $236,569 | $242,221 | +$5,652 | +2.39% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 12,118 | $227,578 | $233,029 | +$5,451 | +2.40% | |
| Jane Street Group, Llc | 0.00% | 11,365 | $213,434 | $218,549 | +$5,115 | +2.40% | |
| Tmb Capital Partners, Llc | 0.07% | 11,076 | $208,016 | $212,991 | +$4,975 | +2.39% | |
| Ieq Capital, Llc | 0.00% | 11,000 | $206,580 | $211,530 | +$4,950 | +2.40% | |
| Stockman Wealth Management, Inc. | 0.02% | 11,000 | $206,580 | $211,530 | +$4,950 | +2.40% | |
| World Investment Advisors | 0.00% | 10,634 | $199,708 | $204,492 | +$4,784 | +2.40% | |
| Cwm, Llc | 0.00% | 10,048 | $188,704 | $193,223 | +$4,519 | +2.39% |
Frequently asked questions about EOI
Who owns the most EOI stock?
The largest holders of EOI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EATON VANCE ENHANCED EQ INCM (EOI).
Is EOI widely held by superinvestors?
Many widely followed stocks like EOI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EOI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.