EOI Eaton Vance Enhanced Equity Income Fund
Eaton Vance Enhanced Equity Income Fund (EOI) Institutional Ownership
What the institutions did with EOI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 1.7M | 17.5% |
| Cambridge Investment Research Advisors, Inc. | 1.1M | 11.1% |
| MORGAN STANLEY | 616.1K | 6.4% |
| BANK OF AMERICA CORP /DE/ | 575.5K | 6.0% |
| WELLS FARGO & COMPANY/MN | 532.9K | 5.6% |
| Focus Partners Wealth | 490.8K | 5.1% |
| Invesco Ltd. | 450.1K | 4.7% |
| LPL Financial LLC | 374.2K | 3.9% |
| Shaker Financial Services, LLC | 309.9K | 3.2% |
| ROMAN BUTLER FULLERTON & CO | 218.6K | 2.3% |
| AMERIPRISE FINANCIAL INC | 218.5K | 2.3% |
| TRUIST FINANCIAL CORP | 217.0K | 2.3% |
| GUGGENHEIM CAPITAL LLC | 212.0K | 2.2% |
| OSAIC HOLDINGS, INC. | 202.1K | 2.1% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 184.8K | 1.9% |
| Vestmark Advisory Solutions, Inc. | 182.5K | 1.9% |
| UBS Group AG | 181.9K | 1.9% |
| WOLVERINE ASSET MANAGEMENT LLC | 155.7K | 1.6% |
| ROYAL BANK OF CANADA | 147.2K | 1.5% |
| Steward Partners Investment Advisory, LLC | 140.9K | 1.5% |
| TPG Advisors LLC | 96.0K | 1.0% |
| OxenFree Capital LLC | 92.8K | 1.0% |
| Allworth Financial LP | 88.0K | 0.9% |
| PMG Family Office LLC | 84.5K | 0.9% |
| Ameritas Advisory Services, LLC | 73.9K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Focus Partners Wealth | Reduced | 1.5M | 490.8K | -981.7K |
| Cambridge Investment Research Advisors, Inc. | Increased | 543.3K | 1.1M | +525.0K |
| Shaker Financial Services, LLC | New | 0 | 309.9K | +309.9K |
| MORGAN STANLEY | Reduced | 815.6K | 616.1K | -199.5K |
| ROYAL BANK OF CANADA | Reduced | 336.4K | 147.2K | -189.2K |
| RAYMOND JAMES FINANCIAL INC | Increased | 1.5M | 1.7M | +170.6K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 20.5K | 155.7K | +135.2K |
| Farther Finance Advisors, LLC | Reduced | 92.0K | 32.0K | -60.0K |
| Lynx Investment Advisory | New | 0 | 55.5K | +55.5K |
| Invesco Ltd. | Increased | 398.8K | 450.1K | +51.4K |
| EP Wealth Advisors, LLC | New | 0 | 48.3K | +48.3K |
| READYSTATE ASSET MANAGEMENT LP | New | 0 | 36.2K | +36.2K |
| OSAIC HOLDINGS, INC. | Increased | 168.1K | 202.1K | +34.0K |
| GUGGENHEIM CAPITAL LLC | Reduced | 239.9K | 212.0K | -27.9K |
| Ameritas Advisory Services, LLC | Increased | 54.3K | 73.9K | +19.6K |
| LPL Financial LLC | Increased | 355.2K | 374.2K | +19.0K |
| XTX Topco Ltd | New | 0 | 17.0K | +17.0K |
| TRUIST FINANCIAL CORP | Increased | 200.6K | 217.0K | +16.4K |
| Mariner, LLC | New | 0 | 12.4K | +12.4K |
| WELLS FARGO & COMPANY/MN | Reduced | 545.2K | 532.9K | -12.3K |
| OxenFree Capital LLC | Increased | 80.7K | 92.8K | +12.1K |
| J.W. COLE ADVISORS, INC. | New | 0 | 11.9K | +11.9K |
| David J Yvars Group | Increased | 21.5K | 33.2K | +11.7K |
| JANE STREET GROUP, LLC | Sold Out | 11.4K | 0 | -11.4K |
| World Investment Advisors | Sold Out | 10.6K | 0 | -10.6K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | New | 0 | 10.1K | +10.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Increased | 41.0K | 49.0K | +8.0K |
| UBS Group AG | Reduced | 188.8K | 181.9K | -6.9K |
| HORIZON FINANCIAL SERVICES, LLC | New | 0 | 6.4K | +6.4K |
| BANK OF AMERICA CORP /DE/ | Increased | 569.3K | 575.5K | +6.2K |
| Steward Partners Investment Advisory, LLC | Increased | 134.8K | 140.9K | +6.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 53.7K | 48.0K | -5.6K |
| WEDBUSH SECURITIES INC | Increased | 11.0K | 15.7K | +4.7K |
| TPG Advisors LLC | Increased | 92.1K | 96.0K | +4.0K |
| IFG Advisory, LLC | New | 0 | 3.9K | +3.9K |
| ELEVATION POINT WEALTH PARTNERS, LLC | Reduced | 188.2K | 184.8K | -3.4K |
| Vestmark Advisory Solutions, Inc. | Reduced | 185.9K | 182.5K | -3.4K |
| COMMONS CAPITAL, LLC | Increased | 24.5K | 27.8K | +3.3K |
| NorthRock Partners, LLC | Reduced | 19.3K | 16.4K | -2.9K |
| HighTower Advisors, LLC | Reduced | 47.6K | 44.7K | -2.9K |
| PMG Family Office LLC | Increased | 81.7K | 84.5K | +2.8K |
| Cetera Investment Advisers | Reduced | 74.6K | 72.1K | -2.6K |
| Bryn Mawr Trust Advisors, LLC | Reduced | 15.0K | 12.5K | -2.5K |
| ROMAN BUTLER FULLERTON & CO | Reduced | 220.9K | 218.6K | -2.3K |
| Allworth Financial LP | Reduced | 90.2K | 88.0K | -2.2K |
| Rockefeller Capital Management L.P. | Reduced | 49.8K | 47.7K | -2.1K |
| Sanctuary Advisors, LLC | Reduced | 25.3K | 23.3K | -2.0K |
| Geneos Wealth Management Inc. | Reduced | 7.6K | 5.6K | -2.0K |
| AMERIPRISE FINANCIAL INC | Increased | 216.8K | 218.5K | +1.7K |
| STIFEL FINANCIAL CORP | Reduced | 45.0K | 43.6K | -1.4K |
| Axiom Investment Management LLC | Increased | 6.1K | 7.1K | +1.1K |
| JONES FINANCIAL COMPANIES LLLP | Increased | 39 | 1.1K | +1.0K |
| JPMORGAN CHASE & CO | Increased | 3.8K | 4.7K | +851 |
| Stratos Wealth Partners, LTD. | Reduced | 12.1K | 11.7K | -457 |
| NewEdge Advisors, LLC | Reduced | 6.0K | 5.5K | -416 |
| &PARTNERS | Reduced | 18.5K | 18.2K | -300 |
| RHODES INVESTMENT ADVISORS INC /ADV | Increased | 18.0K | 18.3K | +285 |
| Advisory Services Network, LLC | Sold Out | 275 | 0 | -275 |
| GUERRA PAN ADVISORS, LLC | Reduced | 39.6K | 39.3K | -253 |
| TMB Capital Partners, LLC | Increased | 11.1K | 11.3K | +228 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.