Eaton Vance Enhanced Equity Income Fund - EOI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,678,256 | 32,994 | 0.01% | 0.01% | 1 | +170,612 | 11.32% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 616,112 | 12,112 | 0.0% | 0.0% | 2 | -199,486 | -24.46% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 575,518 | 11,314 | 0.0% | 0.0% | 3 | +6,212 | 1.09% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 534,160 | 10,502 | 0.02% | 0.03% | 4 | -9,149 | -1.68% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 532,902 | 10,476 | 0.0% | 0.0% | 5 | -12,345 | -2.26% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 490,844 | 9,649 | 0.01% | 0.03% | 6 | -981,721 | -66.67% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Added to | 450,145 | 8,849 | 0.0% | 0.0% | 7 | +51,374 | 12.88% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 374,206 | 7,356 | 0.0% | 0.0% | 8 | +18,995 | 5.35% | Q2 2026 | Aug 07, 2026 |
| Shaker Financial Services, LLC | History | New | 309,881 | 6,092 | 1.91% | — | 9 | +309,881 | New | Q2 2026 | Jul 15, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 218,581 | 4,351 | 1.04% | 1.19% | 10 | -2,284 | -1.03% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 218,542 | 4,296 | 0.0% | 0.0% | 11 | +1,730 | 0.8% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 217,008 | 4,266 | 0.01% | 0.01% | 12 | +16,406 | 8.18% | Q2 2026 | Jul 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 211,996 | 4,167 | 0.03% | 0.03% | 13 | -27,895 | -11.63% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 202,090 | 3,973 | 0.0% | 0.0% | 14 | +33,979 | 20.21% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 184,826 | 3,633 | 0.07% | 0.08% | 15 | -3,422 | -1.82% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 182,526 | 3,588 | 0.03% | 0.04% | 16 | -3,421 | -1.84% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 181,878 | 3,575 | 0.0% | 0.0% | 17 | -6,877 | -3.64% | Q2 2026 | Aug 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 155,693 | 3,060 | 0.03% | 0.0% | 18 | +135,190 | 659.37% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 147,242 | 2,896 | 0.0% | 0.0% | 19 | -189,191 | -56.23% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 140,937 | 2,770 | 0.01% | 0.01% | 20 | +6,146 | 4.56% | Q2 2026 | Aug 13, 2026 |
| TPG Advisors LLC | History | Added to | 96,020 | 1,887 | 1.04% | 1.08% | 21 | +3,967 | 4.31% | Q2 2026 | Jul 29, 2026 |
| OxenFree Capital LLC | History | Added to | 92,825 | 1,834 | 0.84% | 0.78% | 22 | +12,114 | 15.01% | Q2 2026 | Jul 08, 2026 |
| Allworth Financial LP | History | Reduced | 88,002 | 1,730 | 0.01% | 0.01% | 23 | -2,156 | -2.39% | Q2 2026 | Aug 11, 2026 |
| PMG Family Office LLC | History | Added to | 84,502 | 1,661 | 1.53% | 1.71% | 24 | +2,845 | 3.48% | Q2 2026 | Jul 16, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 73,852 | 1,451 | 0.03% | 0.04% | 25 | +19,590 | 36.1% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 72,073 | 1,416 | 0.0% | 0.0% | 26 | -2,571 | -3.44% | Q2 2026 | Aug 12, 2026 |
| Lynx Investment Advisory | History | New | 55,505 | 1,091 | 0.36% | — | 27 | +55,505 | New | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 48,976 | 962 | 0.0% | 0.0% | 28 | +8,025 | 19.6% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 48,327 | 950 | 0.0% | — | 29 | +48,327 | New | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 48,047 | 944 | 0.0% | 0.0% | 30 | -5,641 | -10.51% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 47,654 | 936 | 0.0% | 0.0% | 31 | -2,147 | -4.31% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 46,697 | 918 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 44,685 | 878 | 0.0% | 0.0% | 33 | -2,924 | -6.14% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 43,599 | 857 | 0.0% | 0.0% | 34 | -1,366 | -3.04% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 41,672 | 819 | 0.0% | 0.0% | 35 | -192 | -0.46% | Q2 2026 | Jul 24, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 39,312 | 772 | 0.43% | 0.46% | 36 | -253 | -0.64% | Q2 2026 | Aug 12, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 36,245 | 712 | 0.02% | — | 37 | +36,245 | New | Q2 2026 | Aug 14, 2026 |
| David J Yvars Group | History | Added to | 33,185 | 652 | 0.31% | 0.23% | 38 | +11,685 | 54.35% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 31,966 | 628 | 0.0% | 0.02% | 39 | -60,044 | -65.26% | Q2 2026 | Jul 17, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 27,766 | 545 | 0.38% | 0.38% | 40 | +3,254 | 13.28% | Q2 2026 | Jul 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 23,257 | 457 | 0.0% | 0.0% | 41 | -2,021 | -8.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 20,874 | 410 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brick & Kyle, Associates | History | No change | 20,269 | 380 | 0.13% | 0.13% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 18,275 | 359 | 0.26% | 0.29% | 44 | +285 | 1.58% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | Reduced | 18,155 | 356 | 0.0% | 0.0% | 45 | -300 | -1.63% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 17,008 | 334 | 0.0% | — | 46 | +17,008 | New | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 16,353 | 321 | 0.0% | 0.01% | 47 | -2,932 | -15.2% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 15,703 | 309 | 0.01% | 0.01% | 48 | +4,695 | 42.65% | Q2 2026 | Jul 28, 2026 |
| Indivisible Partners | History | No change | 12,777 | 251 | 0.01% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 12,755 | 250 | 0.01% | 0.01% | 50 | +159 | 1.26% | Q2 2026 | Aug 11, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 12,500 | 245 | 0.01% | 0.01% | 51 | -2,519 | -16.77% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | New | 12,360 | 242 | 0.0% | — | 52 | +12,360 | New | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 11,883 | 233 | 0.0% | — | 53 | +11,883 | New | Q2 2026 | Jul 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 11,661 | 229 | 0.0% | 0.0% | 54 | -457 | -3.77% | Q2 2026 | Aug 11, 2026 |
| TMB Capital Partners, LLC | History | Added to | 11,304 | 222 | 0.07% | 0.07% | 55 | +228 | 2.06% | Q2 2026 | Jul 24, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 11,000 | 216 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 11,000 | 216 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 10,114 | 198 | 0.01% | — | 58 | +10,114 | New | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 10,048 | 188 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Axiom Investment Management LLC | History | Added to | 7,144 | 140 | 0.09% | 0.09% | 60 | +1,090 | 18.0% | Q2 2026 | Jul 30, 2026 |
| Colonial Trust Co / SC | History | No change | 7,000 | 135 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 6,350 | 124 | 0.05% | — | 62 | +6,350 | New | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 5,572 | 109 | 0.0% | 0.0% | 63 | -2,000 | -26.41% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,541 | 108 | 0.0% | 0.0% | 64 | -416 | -6.98% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,376 | 105 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,856 | 95 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 4,800 | 94 | 0.01% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 4,735 | 93 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,679 | 90 | 0.0% | 0.0% | 69 | +851 | 22.23% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,430 | 83 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | New | 3,853 | 75 | 0.0% | — | 71 | +3,853 | New | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 2,736 | 53 | 0.0% | 0.0% | 72 | +25 | 0.92% | Q2 2026 | Jul 21, 2026 |
| Colonial Trust Advisors | History | Added to | 2,084 | 40 | 0.0% | 0.0% | 73 | +9 | 0.43% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,852 | 36 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,500 | 29 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 1,300 | 25 | 0.01% | 0.01% | 76 | -51 | -3.77% | Q2 2026 | Sep 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,078 | 20 | 0.0% | — | 77 | +1,039 | 2664.1% | Q2 2026 | Aug 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 916 | 18 | 0.0% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 750 | 14 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| North Star Investment Management Corp. | History | No change | 718 | 14 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LRI Investments, LLC | History | No change | 618 | 12 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Financial Gravity Companies, Inc. | History | New | 530 | 10 | 0.0% | — | 82 | +530 | New | Q2 2026 | Aug 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 470 | 9 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 530 | 9 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 509 | 9 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 274 | 5 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 200 | 3 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Providence Capital Advisors, LLC | History | New | 116 | 2 | 0.0% | — | 89 | +116 | New | Q2 2026 | Aug 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | New | 90 | 1 | 0.0% | — | 90 | +90 | New | Q2 2026 | Jul 20, 2026 |
| Range Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -16,276 | -100.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,365 | -100.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -10,634 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |