Who Owns EATON VANCE ENHANCED EQUITY (EOI)? -- Institutional Holders (2026-06-30)
95 institutions reported holding $178.3M of EATON VANCE ENHANCED EQUITY (EOI) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($33.0M), MORGAN STANLEY ($12.1M), BANK OF AMERICA CORP /DE/ ($11.3M), Cambridge Investment Research Advisors, Inc. ($10.5M), WELLS FARGO & COMPANY/MN ($10.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $33.0M | 1.7M | Added |
| 2 | MORGAN STANLEY | $12.1M | 616,112 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $11.3M | 575,518 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $10.5M | 534,160 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $10.5M | 532,902 | Trimmed |
| 6 | Focus Partners Wealth | $9.6M | 490,844 | Trimmed |
| 7 | Invesco Ltd. | $8.8M | 450,145 | Added |
| 8 | LPL Financial LLC | $7.4M | 374,206 | Added |
| 9 | Shaker Financial Services, LLC | $6.1M | 309,881 | New |
| 10 | ROMAN BUTLER FULLERTON & CO | $4.4M | 218,581 | Trimmed |
| 11 | AMERIPRISE FINANCIAL INC | $4.3M | 218,542 | Added |
| 12 | TRUIST FINANCIAL CORP | $4.3M | 217,008 | Added |
| 13 | GUGGENHEIM CAPITAL LLC | $4.2M | 211,996 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $4.0M | 202,090 | Added |
| 15 | ELEVATION POINT WEALTH PARTNERS, LLC | $3.6M | 184,826 | Trimmed |
| 16 | Vestmark Advisory Solutions, Inc. | $3.6M | 182,526 | Trimmed |
| 17 | UBS Group AG | $3.6M | 181,878 | Trimmed |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | $3.1M | 155,693 | Added |
| 19 | Royal Bank of Canada | $2.9M | 147,242 | Trimmed |
| 20 | Steward Partners Investment Advisory, LLC | $2.8M | 140,937 | Added |
| 21 | TPG Advisors LLC | $1.9M | 96,020 | Added |
| 22 | OxenFree Capital LLC | $1.8M | 92,825 | Added |
| 23 | Allworth Financial LP | $1.7M | 88,002 | Trimmed |
| 24 | PMG Family Office LLC | $1.7M | 84,502 | Added |
| 25 | Ameritas Advisory Services, LLC | $1.5M | 73,852 | Added |
Source: SEC Form 13F filings · as of 2026-06-30