EATON VANCE ENHANCED EQ INCM (EOI) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $169.68M 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 $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 $32.93M, representing an estimated loss of -0.20% 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
90
Total Reported Value
$169.68M
Largest Holder
Raymond James Financial Inc
Largest Position
$32.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
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 | $32,927,383 | -$67,133 | -0.20% | |
| Morgan Stanley | 0.00% | 616,112 | $12,112,766 | $12,088,117 | -$24,649 | -0.20% | |
| Bank Of America Corp | 0.00% | 575,518 | $11,314,680 | $11,291,663 | -$23,017 | -0.20% | |
| Wells Fargo & Company/Mn | 0.00% | 532,902 | $10,476,860 | $10,455,537 | -$21,323 | -0.20% | |
| Focus Partners Wealth | 0.01% | 490,844 | $9,649,981 | $9,630,359 | -$19,622 | -0.20% | |
| Invesco Ltd. | 0.00% | 450,145 | $8,849,851 | $8,831,845 | -$18,006 | -0.20% | |
| Lpl Financial Llc | 0.00% | 374,206 | $7,356,894 | $7,341,922 | -$14,972 | -0.20% | |
| Shaker Financial Services, Llc | 1.91% | 309,881 | $6,092,261 | $6,079,865 | -$12,396 | -0.20% | |
| Roman Butler Fullerton & Co | 1.04% | 218,581 | $4,351,945 | $4,288,559 | -$63,386 | -1.46% | |
| Ameriprise Financial Inc | 0.00% | 218,542 | $4,296,653 | $4,287,794 | -$8,859 | -0.21% | |
| Truist Financial Corp | 0.01% | 217,008 | $4,266,378 | $4,257,697 | -$8,681 | -0.20% | |
| Guggenheim Capital Llc | 0.03% | 211,996 | $4,167,841 | $4,159,362 | -$8,479 | -0.20% | |
| Osaic Holdings, Inc. | 0.00% | 202,090 | $3,973,184 | $3,965,006 | -$8,178 | -0.21% | |
| Elevation Point Wealth Partners, Llc | 0.07% | 184,826 | $3,633,679 | $3,626,286 | -$7,393 | -0.20% | |
| Vestmark Advisory Solutions, Inc. | 0.03% | 182,526 | $3,588,461 | $3,581,160 | -$7,301 | -0.20% | |
| Ubs Group Ag | 0.00% | 181,878 | $3,575,721 | $3,568,446 | -$7,275 | -0.20% | |
| Advisors Asset Management, Inc. | 0.05% | 165,963 | $3,345,814 | $3,256,194 | -$89,620 | -2.68% | |
| Wolverine Asset Management Llc | 0.04% | 155,693 | $3,060,924 | $3,054,697 | -$6,227 | -0.20% | |
| Royal Bank Of Canada | 0.00% | 147,242 | $2,896,000 | $2,888,888 | -$7,112 | -0.25% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 140,937 | $2,770,814 | $2,765,184 | -$5,630 | -0.20% | |
| Tpg Advisors Llc | 1.04% | 96,020 | $1,887,753 | $1,883,912 | -$3,841 | -0.20% | |
| Oxenfree Capital Llc | 0.84% | 92,825 | $1,834,230 | $1,821,227 | -$13,004 | -0.71% | |
| Allworth Financial Lp | 0.01% | 88,002 | $1,730,115 | $1,726,599 | -$3,516 | -0.20% | |
| Pmg Family Office Llc | 1.53% | 84,502 | $1,661,309 | $1,657,929 | -$3,380 | -0.20% | |
| Ameritas Advisory Services, Llc | 0.03% | 73,852 | $1,451,940 | $1,448,976 | -$2,964 | -0.20% | |
| Cetera Investment Advisers | 0.00% | 72,073 | $1,416,952 | $1,414,072 | -$2,880 | -0.20% | |
| Lynx Investment Advisory | 0.36% | 55,505 | $1,091,230 | $1,089,008 | -$2,222 | -0.20% | |
| Ep Wealth Advisors, Llc | 0.00% | 48,327 | $950,111 | $948,176 | -$1,935 | -0.20% | |
| Commonwealth Equity Services, Llc | 0.00% | 48,047 | $944,600 | $942,682 | -$1,918 | -0.20% | |
| Rockefeller Capital Management L.P. | 0.00% | 47,654 | $936,883 | $934,971 | -$1,912 | -0.20% | |
| Corient Private Wealth Llc | 0.00% | 46,697 | $918,063 | $916,195 | -$1,868 | -0.20% | |
| Stifel Financial Corp | 0.00% | 43,599 | $857,149 | $855,412 | -$1,737 | -0.20% | |
| D.A. Davidson & Co. | 0.00% | 41,672 | $819,283 | $817,605 | -$1,678 | -0.20% | |
| Guerra Pan Advisors, Llc | 0.43% | 39,312 | $772,874 | $771,301 | -$1,573 | -0.20% | |
| Readystate Asset Management Lp | 0.03% | 36,245 | $712,577 | $711,127 | -$1,450 | -0.20% | |
| David J Yvars Group | 0.32% | 33,185 | $652,410 | $651,090 | -$1,320 | -0.20% | |
| Farther Finance Advisors, Llc | 0.00% | 31,966 | $628,451 | $627,173 | -$1,278 | -0.20% | |
| Commons Capital, Llc | 0.38% | 27,766 | $545,874 | $544,769 | -$1,105 | -0.20% | |
| B. Riley Wealth Advisors, Inc. | 0.02% | 27,929 | $523,954 | $547,967 | +$24,013 | +4.58% | |
| Sanctuary Advisors, Llc | 0.00% | 23,257 | $457,224 | $456,302 | -$922 | -0.20% | |
| Wcg Wealth Advisors Llc | 0.01% | 20,874 | $410,383 | $409,548 | -$835 | -0.20% | |
| Rhodes Investment Advisors Inc | 0.26% | 18,275 | $359,287 | $358,556 | -$732 | -0.20% | |
| &Partners | 0.00% | 18,155 | $356,927 | $356,201 | -$726 | -0.20% | |
| Xtx Topco Ltd | 0.00% | 17,008 | $334,377 | $333,697 | -$680 | -0.20% | |
| Northrock Partners, Llc | 0.00% | 16,353 | $321,500 | $320,846 | -$654 | -0.20% | |
| Wedbush Securities Inc | 0.01% | 15,703 | $309,000 | $308,093 | -$907 | -0.29% | |
| Indivisible Partners | 0.01% | 12,777 | $251,196 | $250,685 | -$511 | -0.20% | |
| Stratos Wealth Advisors, Llc | 0.01% | 12,755 | $250,767 | $250,253 | -$514 | -0.20% | |
| Bryn Mawr Trust Advisors, Llc | 0.01% | 12,500 | $245,750 | $245,250 | -$500 | -0.20% | |
| Mariner, Llc | 0.00% | 12,360 | $242,990 | $242,503 | -$487 | -0.20% |
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.