EOS Eaton Vance Enhanced Equity Income Fund II
Eaton Vance Enhanced Equity Income Fund II (EOS) Institutional Ownership
What the institutions did with EOS 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 |
|---|---|---|
| MORGAN STANLEY | 1.2M | 10.5% |
| BANK OF AMERICA CORP /DE/ | 1.1M | 9.3% |
| WELLS FARGO & COMPANY/MN | 758.8K | 6.4% |
| GUGGENHEIM CAPITAL LLC | 738.7K | 6.2% |
| Invesco Ltd. | 723.0K | 6.1% |
| RAYMOND JAMES FINANCIAL INC | 676.7K | 5.7% |
| OSAIC HOLDINGS, INC. | 661.1K | 5.6% |
| LPL Financial LLC | 431.8K | 3.7% |
| UBS Group AG | 385.0K | 3.3% |
| ROYAL BANK OF CANADA | 381.0K | 3.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 332.5K | 2.8% |
| Shaker Financial Services, LLC | 238.7K | 2.0% |
| WOLVERINE ASSET MANAGEMENT LLC | 234.7K | 2.0% |
| Karpus Management, Inc. | 211.2K | 1.8% |
| COHEN & STEERS, INC. | 174.4K | 1.5% |
| JBR Co Financial Management Inc | 148.7K | 1.3% |
| Chung Wu Investment Group, LLC | 147.8K | 1.3% |
| Larson Financial Group LLC | 145.4K | 1.2% |
| Rockefeller Capital Management L.P. | 143.2K | 1.2% |
| 1607 Capital Partners, LLC | 135.6K | 1.1% |
| ENVESTNET ASSET MANAGEMENT INC | 134.3K | 1.1% |
| AMERIPRISE FINANCIAL INC | 123.0K | 1.0% |
| Cetera Investment Advisers | 114.3K | 1.0% |
| Fund Advisors of America Inc/FL | 103.1K | 0.9% |
| Logan Stone Capital, LLC | 95.1K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | Increased | 300.2K | 661.1K | +361.0K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 24.0K | 134.3K | +110.3K |
| Karpus Management, Inc. | Increased | 110.5K | 211.2K | +100.7K |
| PARK AVENUE SECURITIES LLC | New | 0 | 88.3K | +88.3K |
| Lynx Investment Advisory | New | 0 | 46.0K | +46.0K |
| Advisors Asset Management, Inc. | Reduced | 132.7K | 87.4K | -45.3K |
| COHEN & STEERS, INC. | Increased | 129.4K | 174.4K | +45.0K |
| UBS Group AG | Reduced | 428.1K | 385.0K | -43.1K |
| Cambridge Investment Research Advisors, Inc. | Increased | 44.2K | 86.7K | +42.5K |
| Allspring Global Investments Holdings, LLC | New | 0 | 42.3K | +42.3K |
| Shaker Financial Services, LLC | Reduced | 275.7K | 238.7K | -37.0K |
| BANK OF AMERICA CORP /DE/ | Reduced | 1.1M | 1.1M | -33.5K |
| Logan Stone Capital, LLC | Increased | 61.6K | 95.1K | +33.5K |
| Global Assets Advisory, LLC | New | 0 | 27.7K | +27.7K |
| XTX Topco Ltd | New | 0 | 27.3K | +27.3K |
| Jefferies Financial Group Inc. | Sold Out | 26.9K | 0 | -26.9K |
| MORGAN STANLEY | Increased | 1.2M | 1.2M | +25.6K |
| Kovack Advisors, Inc. | Reduced | 41.0K | 17.1K | -23.9K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 699.5K | 676.7K | -22.8K |
| J.W. COLE ADVISORS, INC. | New | 0 | 22.5K | +22.5K |
| Rockefeller Capital Management L.P. | Increased | 120.9K | 143.2K | +22.3K |
| JANE STREET GROUP, LLC | Sold Out | 21.4K | 0 | -21.4K |
| IHT Wealth Management, LLC | New | 0 | 21.4K | +21.4K |
| WESBANCO BANK INC | Increased | 10.3K | 30.3K | +20.0K |
| LPL Financial LLC | Increased | 412.7K | 431.8K | +19.1K |
| Abel Hall, LLC | New | 0 | 19.0K | +19.0K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | New | 0 | 17.3K | +17.3K |
| Virtu Financial LLC | Sold Out | 17.1K | 0 | -17.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 349.0K | 332.5K | -16.6K |
| &PARTNERS | Increased | 28.4K | 43.4K | +14.9K |
| ROYAL BANK OF CANADA | Increased | 366.4K | 381.0K | +14.7K |
| ST GERMAIN D J CO INC | New | 0 | 12.0K | +12.0K |
| JBR Co Financial Management Inc | Increased | 136.9K | 148.7K | +11.7K |
| WEALTH EFFECTS LLC | Sold Out | 11.1K | 0 | -11.1K |
| Discipline Wealth Solutions, LLC | New | 0 | 11.0K | +11.0K |
| WELLS FARGO & COMPANY/MN | Reduced | 769.2K | 758.8K | -10.5K |
| GUGGENHEIM CAPITAL LLC | Increased | 728.3K | 738.7K | +10.4K |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | 244.9K | 234.7K | -10.2K |
| City Center Advisors, LLC | Reduced | 26.4K | 16.3K | -10.1K |
| Ameritas Advisory Services, LLC | Increased | 19.2K | 28.7K | +9.5K |
| Chung Wu Investment Group, LLC | Reduced | 157.3K | 147.8K | -9.5K |
| MML INVESTORS SERVICES, LLC | New | 0 | 9.4K | +9.4K |
| Traynor Capital Management, Inc. | New | 0 | 9.3K | +9.3K |
| SP Asset Management LLC | New | 0 | 9.1K | +9.1K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Increased | 71.5K | 78.7K | +7.2K |
| Savant Capital, LLC | Reduced | 22.8K | 15.7K | -7.1K |
| 1607 Capital Partners, LLC | Increased | 129.0K | 135.6K | +6.6K |
| Stratos Wealth Partners, LTD. | Reduced | 32.6K | 26.8K | -5.8K |
| Compass Planning Associates Inc | Reduced | 22.3K | 17.2K | -5.1K |
| Corient Private Wealth LP | Reduced | 34.4K | 29.9K | -4.5K |
| World Investment Advisors | Reduced | 26.5K | 22.3K | -4.2K |
| Kestra Advisory Services, LLC | Increased | 66.4K | 70.4K | +4.0K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Increased | 200 | 3.8K | +3.6K |
| Fund Advisors of America Inc/FL | Reduced | 106.7K | 103.1K | -3.6K |
| Larson Financial Group LLC | Increased | 142.0K | 145.4K | +3.4K |
| Private Advisor Group, LLC | Increased | 49.7K | 52.9K | +3.3K |
| ROMAN BUTLER FULLERTON & CO | Increased | 84.7K | 87.9K | +3.2K |
| Calamos Advisors LLC | Increased | 41.4K | 44.4K | +3.0K |
| Baird Financial Group, Inc. | Reduced | 12.6K | 9.9K | -2.7K |
| Fairman Group, LLC | Reduced | 13.0K | 10.3K | -2.7K |
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.