EATON VANCE ENH EQT INC II (EOS) Institutional Shareholders
EATON VANCE ENH EQT INC II (EOS) 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 $258.54M in EOS holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of EOS tracked by InsiderSet, reporting ownership valued at approximately $27.31M 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 $26.18M, representing an estimated loss of -4.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed EOS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in EATON VANCE ENH EQT INC II (EOS).
This page ranks the largest institutional EOS 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
132
Total Reported Value
$258.54M
Largest Holder
Morgan Stanley
Largest Position
$27.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
139
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,239,124 | $27,310,297 | $26,182,690 | -$1,127,607 | -4.13% | |
| Bank Of America Corp | 0.00% | 1,100,999 | $24,266,020 | $23,264,109 | -$1,001,911 | -4.13% | |
| Wells Fargo & Company/Mn | 0.00% | 758,767 | $16,723,216 | $16,032,747 | -$690,469 | -4.13% | |
| Guggenheim Capital Llc | 0.11% | 738,672 | $16,280,331 | $15,608,139 | -$672,192 | -4.13% | |
| Invesco Ltd. | 0.00% | 722,969 | $15,934,237 | $15,276,335 | -$657,902 | -4.13% | |
| Raymond James Financial Inc | 0.00% | 676,679 | $14,913,992 | $14,298,227 | -$615,765 | -4.13% | |
| Osaic Holdings, Inc. | 0.02% | 661,124 | $14,572,330 | $13,969,550 | -$602,780 | -4.14% | |
| Lpl Financial Llc | 0.00% | 431,821 | $9,517,340 | $9,124,378 | -$392,962 | -4.13% | |
| Ubs Group Ag | 0.00% | 385,025 | $8,485,951 | $8,135,578 | -$350,373 | -4.13% | |
| Royal Bank Of Canada | 0.00% | 381,035 | $8,399,000 | $8,051,270 | -$347,730 | -4.14% | |
| Commonwealth Equity Services, Llc | 0.01% | 332,463 | $7,327,490 | $7,024,943 | -$302,547 | -4.13% | |
| Shaker Financial Services, Llc | 1.65% | 238,696 | $5,260,860 | $5,043,646 | -$217,214 | -4.13% | |
| Wolverine Asset Management Llc | 0.07% | 234,726 | $5,173,361 | $4,959,760 | -$213,601 | -4.13% | |
| Karpus Management, Inc. | 0.13% | 211,237 | $4,655,663 | $4,463,438 | -$192,225 | -4.13% | |
| Cohen & Steers, Inc. | 0.01% | 174,355 | $3,843,000 | $3,684,121 | -$158,879 | -4.13% | |
| Jbr Co Financial Management Inc | 1.20% | 148,654 | $3,276,334 | $3,141,059 | -$135,275 | -4.13% | |
| Chung Wu Investment Group, Llc | 2.14% | 147,810 | $3,257,732 | $3,123,225 | -$134,507 | -4.13% | |
| Larson Financial Group Llc | 0.08% | 145,361 | $3,203,761 | $3,071,478 | -$132,283 | -4.13% | |
| Rockefeller Capital Management L.P. | 0.00% | 143,241 | $3,157,040 | $3,026,682 | -$130,358 | -4.13% | |
| 1607 Capital Partners, Llc | 0.26% | 135,552 | $2,987,566 | $2,864,214 | -$123,352 | -4.13% | |
| Envestnet Asset Management Inc | 0.00% | 134,329 | $2,960,608 | $2,838,372 | -$122,236 | -4.13% | |
| Ameriprise Financial Inc | 0.00% | 123,026 | $2,715,396 | $2,599,539 | -$115,857 | -4.27% | |
| Cetera Investment Advisers | 0.00% | 114,311 | $2,519,420 | $2,415,391 | -$104,029 | -4.13% | |
| Fund Advisors Of America Inc/Fl | 2.06% | 103,085 | $2,271,992 | $2,178,186 | -$93,806 | -4.13% | |
| Logan Stone Capital, Llc | 0.44% | 95,109 | $2,096,202 | $2,009,653 | -$86,549 | -4.13% | |
| Park Avenue Securities Llc | 0.01% | 88,331 | $1,947,000 | $1,866,434 | -$80,566 | -4.14% | |
| Roman Butler Fullerton & Co | 0.46% | 87,872 | $1,946,370 | $1,856,735 | -$89,635 | -4.61% | |
| Pmg Family Office Llc | 1.76% | 86,755 | $1,912,080 | $1,833,133 | -$78,947 | -4.13% | |
| Advisors Asset Management, Inc. | 0.03% | 75,943 | $1,867,438 | $1,604,676 | -$262,762 | -14.07% | |
| Landscape Capital Management, L.L.C. | 0.11% | 78,712 | $1,734,813 | $1,663,185 | -$71,628 | -4.13% | |
| Stifel Financial Corp | 0.00% | 77,360 | $1,705,004 | $1,634,617 | -$70,387 | -4.13% | |
| Indivisible Partners | 0.09% | 74,825 | $1,649,152 | $1,581,052 | -$68,100 | -4.13% | |
| Kestra Advisory Services, Llc | 0.01% | 70,399 | $1,551,586 | $1,487,531 | -$64,055 | -4.13% | |
| Sunbelt Securities, Inc. | 0.09% | 69,019 | $1,412,123 | $1,458,371 | +$46,248 | +3.28% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 57,450 | $1,266,209 | $1,213,919 | -$52,291 | -4.13% | |
| Private Advisor Group, Llc | 0.01% | 52,930 | $1,166,580 | $1,118,411 | -$48,169 | -4.13% | |
| Lynx Investment Advisory | 0.33% | 45,996 | $1,013,747 | $971,895 | -$41,852 | -4.13% | |
| Oppenheimer & Co Inc | 0.01% | 45,118 | $994,401 | $953,343 | -$41,058 | -4.13% | |
| Calamos Advisors Llc | 0.00% | 44,409 | $978,774 | $938,362 | -$40,412 | -4.13% | |
| &Partners | 0.00% | 43,351 | $955,576 | $916,007 | -$39,569 | -4.14% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 42,291 | $932,094 | $893,609 | -$38,485 | -4.13% | |
| Tbh Global Asset Management, Llc | 0.16% | 39,474 | $870,007 | $834,086 | -$35,921 | -4.13% | |
| Two Sigma Investments, Lp | 0.00% | 37,718 | $831,305 | $796,981 | -$34,324 | -4.13% | |
| Chancellor Financial Group Wb Lp | 0.49% | 35,613 | $784,917 | $752,503 | -$32,414 | -4.13% | |
| Truist Financial Corp | 0.00% | 32,136 | $708,282 | $679,034 | -$29,248 | -4.13% | |
| D.A. Davidson & Co. | 0.00% | 32,124 | $708,013 | $678,780 | -$29,233 | -4.13% | |
| Wesbanco Bank Inc | 0.02% | 30,256 | $666,842 | $639,309 | -$27,533 | -4.13% | |
| Corient Private Wealth Llc | 0.00% | 29,895 | $658,886 | $631,681 | -$27,205 | -4.13% | |
| Ameritas Advisory Services, Llc | 0.01% | 28,734 | $633,289 | $607,149 | -$26,140 | -4.13% | |
| Newedge Advisors, Llc | 0.00% | 28,233 | $622,267 | $596,563 | -$25,704 | -4.13% |
Frequently asked questions about EOS
Who owns the most EOS stock?
The largest holders of EOS 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 ENH EQT INC II (EOS).
Is EOS widely held by superinvestors?
Many widely followed stocks like EOS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EOS 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.