EOI Eaton Vance Enhanced Equity Income Fund

NYE
$19.97

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.

Managers reporting
94
filed a 13F this quarter
Managers holding
90
+10 on the quarter
Buyers
40
14 opened new
Sellers
29
4 sold out entirely
Buyer share
58.0%
of managers who traded it
Breadth
+15.9
net buyers, as a share of those trading

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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

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.