EOS Eaton Vance Enhanced Equity Income Fund II

NYE
$21.42

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.

Managers reporting
142
filed a 13F this quarter
Managers holding
135
+14 on the quarter
Buyers
67
21 opened new
Sellers
40
7 sold out entirely
Buyer share
62.6%
of managers who traded it
Breadth
+25.2
net buyers, as a share of those trading

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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 1.2%
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

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.