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 | No change | 1,678,256 | 32,994 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 616,112 | 12,112 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 575,518 | 11,314 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 548,826 | 10,905 | 0.02% | 0.02% | 4 | +14,666 | 2.75% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 532,902 | 10,476 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 490,844 | 9,649 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 450,145 | 8,849 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 374,206 | 7,356 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 273,850 | 5,441 | 1.79% | 1.91% | 9 | -36,031 | -11.63% | Q3 2026 | Oct 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 226,471 | 4,499 | 0.01% | 0.01% | 10 | +9,463 | 4.36% | Q3 2026 | Oct 30, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 22,462 | 4,351 | 1.0% | 1.04% | 11 | -196,119 | -89.72% | Q3 2026 | Oct 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 218,542 | 4,296 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 211,996 | 4,167 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 202,090 | 3,973 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 185,254 | 3,680 | 0.02% | 0.03% | 15 | +29,561 | 18.99% | Q3 2026 | Nov 02, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 184,109 | 3,658 | 0.06% | 0.07% | 16 | -717 | -0.39% | Q3 2026 | Nov 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 182,526 | 3,588 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 181,878 | 3,575 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 147,242 | 2,896 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 140,937 | 2,770 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OxenFree Capital LLC | History | Reduced | 91,364 | 1,824 | 0.79% | 0.84% | 21 | -1,461 | -1.57% | Q3 2026 | Oct 07, 2026 |
| Allworth Financial LP | History | No change | 88,002 | 1,730 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PMG Family Office LLC | History | Added to | 85,054 | 1,690 | 1.56% | 1.53% | 23 | +552 | 0.65% | Q3 2026 | Oct 19, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 73,852 | 1,451 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 72,073 | 1,416 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lynx Investment Advisory | History | Added to | 58,730 | 1,166 | 0.39% | 0.36% | 26 | +3,225 | 5.81% | Q3 2026 | Oct 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 48,976 | 962 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 48,327 | 950 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 47,641 | 946 | 0.0% | 0.0% | 29 | -406 | -0.85% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 47,654 | 936 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 46,697 | 918 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HighTower Advisors, LLC | History | No change | 44,685 | 878 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 43,599 | 857 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 41,780 | 830 | 0.0% | 0.0% | 34 | +108 | 0.26% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 39,902 | 792 | 0.01% | 0.0% | 35 | +7,936 | 24.83% | Q3 2026 | Oct 08, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 39,312 | 768 | 0.44% | 0.43% | 36 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| David J Yvars Group | History | Added to | 37,904 | 753 | 0.35% | 0.31% | 37 | +4,719 | 14.22% | Q3 2026 | Oct 09, 2026 |
| TPG Advisors LLC | History | Reduced | 37,059 | 736 | 0.39% | 1.04% | 38 | -58,961 | -61.4% | Q3 2026 | Oct 16, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 36,245 | 712 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 28,508 | 566 | 0.0% | — | 40 | +28,508 | New | Q3 2026 | Nov 04, 2026 |
| COMMONS CAPITAL, LLC | History | No change | 27,766 | 545 | 0.38% | 0.38% | 41 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Indivisible Partners | History | Added to | 25,431 | 505 | 0.02% | 0.01% | 42 | +12,654 | 99.04% | Q3 2026 | Oct 26, 2026 |
| Sanctuary Advisors, LLC | History | No change | 23,257 | 457 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 22,107 | 439 | 0.01% | — | 44 | +22,107 | New | Q3 2026 | Nov 02, 2026 |
| WCG Wealth Advisors LLC | History | No change | 20,874 | 410 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brick & Kyle, Associates | History | No change | 20,269 | 380 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 18,650 | 370 | 0.26% | 0.26% | 47 | +375 | 2.05% | Q3 2026 | Oct 07, 2026 |
| &PARTNERS | History | No change | 18,155 | 356 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 17,008 | 334 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 16,353 | 321 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 15,709 | 312 | 0.01% | 0.01% | 51 | +6 | 0.04% | Q3 2026 | Oct 22, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 12,755 | 250 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 12,500 | 248 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Mariner, LLC | History | No change | 12,360 | 242 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,883 | 233 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TMB Capital Partners, LLC | History | Added to | 11,535 | 229 | 0.07% | 0.07% | 57 | +231 | 2.04% | Q3 2026 | Oct 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 11,661 | 229 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 11,000 | 218 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IEQ CAPITAL, LLC | History | No change | 11,000 | 216 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 10,114 | 198 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 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 | No change | 6,350 | 126 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,572 | 109 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,541 | 108 | 0.0% | 0.0% | 64 | 0 | 0.0% | 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% | 0.01% | 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 | No change | 4,679 | 90 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 3,853 | 75 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Financial LLC | History | New | 3,025 | 60 | 0.03% | — | 71 | +3,025 | New | Q3 2026 | Nov 04, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 2,761 | 54 | 0.0% | 0.0% | 72 | +25 | 0.91% | Q3 2026 | Oct 26, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 2,500 | 49 | 0.01% | — | 73 | +2,500 | New | Q3 2026 | Oct 20, 2026 |
| Colonial Trust Advisors | History | No change | 2,084 | 40 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,852 | 36 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,500 | 29 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,078 | 20 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 916 | 18 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| North Star Investment Management Corp. | History | No change | 718 | 14 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| LRI Investments, LLC | History | No change | 618 | 12 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 570 | 11 | 0.0% | — | 81 | +570 | New | Q3 2026 | Oct 27, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 530 | 10 | 0.0% | 0.0% | 82 | 0 | 0.0% | 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 |
| Smartleaf Asset Management LLC | History | No change | 509 | 9 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 274 | 5 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 200 | 3 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Providence Capital Advisors, LLC | History | No change | 116 | 2 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Axiom Investment Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,144 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,300 | -100.0% | Q3 2026 | Oct 29, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2026 | Oct 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |