Eaton Vance Enhanced Equity Income Fund
EOI- Exchange
- NYSE
- SEC CIK
- 0001300391
In the last 90 days, Eaton Vance Enhanced Equity Income Fund insiders filed 1 open-market purchase and 0 sales; 91 institutions reported holding it in 13F filings for Q2 2026, worth $188.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 91
- +9 vs. Q1 2026
- Shares held
- 9.60M
- −5.60K (−0.1%) vs. Q1 2026
- Total value
- $188.8M
- +$7.99M (+4.4%) vs. Q1 2026
- New holders
- 14
- 26 more added
- Sold out
- 5
- 26 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EOI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 91 | $188.8M |
| Q1 2026 | 85 | $181.1M |
| Q4 2025 | 89 | $184.9M |
| Q3 2025 | 84 | $179.2M |
| Q2 2025 | 79 | $181.1M |
| Q1 2025 | 83 | $156.7M |
| Q4 2024 | 84 | $170.0M |
| Q3 2024 | 82 | $163.5M |
| Q2 2024 | 80 | $170.3M |
| Q1 2024 | 81 | $175.9M |
| Q4 2023 | 77 | $149.7M |
| Q3 2023 | 74 | $131.1M |
| Q2 2023 | 76 | $134.9M |
| Q1 2023 | 76 | $113.9M |
| Q4 2022 | 79 | $114.0M |
| Q3 2022 | 68 | $105.0M |
| Q2 2022 | 70 | $114.7M |
| Q1 2022 | 72 | $135.8M |
| Q4 2021 | 74 | $147.2M |
| Q3 2021 | 69 | $126.1M |
| Q2 2021 | 68 | $131.9M |
| Q1 2021 | 71 | $120.3M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 1,678,256 | $33.0M | 0.01% | +170,612+11.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,068,320 | $21.0M | 0.02% | +525,011+96.6% | Added |
| Morgan Stanley | 616,112 | $12.1M | 0.00% | −199,486−24.5% | Reduced |
| Bank of America Corp | 575,518 | $11.3M | 0.00% | +6,212+1.1% | Added |
| Wells Fargo & Company | 532,902 | $10.5M | 0.00% | −12,345−2.3% | Reduced |
| Colony Group, LLC | 490,844 | $9.65M | 0.01% | −981,721−66.7% | Reduced |
| Invesco Ltd. | 450,145 | $8.85M | 0.00% | +51,374+12.9% | Added |
| LPL Financial LLC | 374,206 | $7.36M | 0.00% | +18,995+5.3% | Added |
| Shaker Financial Services, LLC | 309,881 | $6.09M | 1.91% | +309,881 | New |
| Roman Butler Fullerton & Co | 218,581 | $4.35M | 1.04% | −2,284−1.0% | Reduced |
| Ameriprise Financial Inc | 218,542 | $4.30M | 0.00% | +1,730+0.8% | Added |
| Truist Financial Corp | 217,008 | $4.27M | 0.01% | +16,406+8.2% | Added |
| Guggenheim Capital LLC | 211,996 | $4.17M | 0.03% | −27,895−11.6% | Reduced |
| Advisor Group Holdings, Inc. | 202,090 | $3.97M | 0.00% | +33,979+20.2% | Added |
| Mount Yale Investment Advisors, LLC | 184,826 | $3.63M | 0.07% | −3,422−1.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 182,526 | $3.59M | 0.03% | −3,421−1.8% | Reduced |
| UBS Group AG | 181,878 | $3.58M | 0.00% | −6,877−3.6% | Reduced |
| Wolverine Asset Management LLC | 155,693 | $3.06M | 0.04% | +135,190+659.4% | Added |
| Royal Bank of Canada | 147,242 | $2.90M | 0.00% | −189,191−56.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 140,937 | $2.77M | 0.01% | +6,146+4.6% | Added |
| TPG Advisors LLC | 96,020 | $1.89M | 1.04% | +3,967+4.3% | Added |
| OxenFree Capital LLC | 92,825 | $1.83M | 0.84% | +12,114+15.0% | Added |
| Allworth Financial LP | 88,002 | $1.73M | 0.01% | −2,156−2.4% | Reduced |
| PMG Family Office LLC | 84,502 | $1.66M | 1.53% | +2,845+3.5% | Added |
| Ameritas Advisory Services, LLC | 73,852 | $1.45M | 0.03% | +19,590+36.1% | Added |
| Cetera Investment Advisers | 72,073 | $1.42M | 0.00% | −2,571−3.4% | Reduced |
| Lynx Investment Advisory | 55,505 | $1.09M | 0.36% | +55,505 | New |
| Northwestern Mutual Wealth Management Co | 48,976 | $962.9K | 0.00% | +8,025+19.6% | Added |
| EP Wealth Advisors, LLC | 48,327 | $950.1K | 0.00% | +48,327 | New |
| Commonwealth Equity Services, LLC | 48,047 | $944.6K | 0.00% | −5,641−10.5% | Reduced |
| Rockefeller Capital Management L.P. | 47,654 | $936.9K | 0.00% | −2,147−4.3% | Reduced |
| CI Private Wealth, LLC | 46,697 | $918.1K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 44,685 | $878.5K | 0.00% | −2,924−6.1% | Reduced |
| Stifel Financial Corp | 43,599 | $857.1K | 0.00% | −1,366−3.0% | Reduced |
| D.A. Davidson & Co. | 41,672 | $819.3K | 0.00% | −192−0.5% | Reduced |
| Guerra Pan Advisors, LLC | 39,312 | $772.9K | 0.43% | −253−0.6% | Reduced |
| Readystate Asset Management LP | 36,245 | $712.6K | 0.03% | +36,245 | New |
| David J Yvars Group | 33,185 | $652.4K | 0.32% | +11,685+54.3% | Added |
| Farther Finance Advisors, LLC | 31,966 | $628.5K | 0.00% | −60,044−65.3% | Reduced |
| Commons Capital, LLC | 27,766 | $545.9K | 0.38% | +3,254+13.3% | Added |
| Sanctuary Advisors, LLC | 23,257 | $457.2K | 0.00% | −2,021−8.0% | Reduced |
| WCG Wealth Advisors LLC | 20,874 | $410.4K | 0.01% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 20,269 | $380.6K | 0.13% | 00.0% | Unchanged |
| Rhodes Investment Advisors Inc | 18,275 | $359.3K | 0.26% | +285+1.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 18,155 | $356.9K | 0.00% | −300−1.6% | Reduced |
| XTX Topco Ltd | 17,008 | $334.4K | 0.00% | +17,008 | New |
| NorthRock Partners, LLC | 16,353 | $321.5K | 0.00% | −2,932−15.2% | Reduced |
| Wedbush Securities Inc | 15,703 | $309.0K | 0.01% | +4,695+42.7% | Added |
| Indivisible Partners | 12,777 | $251.2K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 12,755 | $250.8K | 0.01% | +159+1.3% | Added |
| WSFS Capital Management, LLC | 12,500 | $245.8K | 0.01% | −2,519−16.8% | Reduced |
| Mariner, LLC | 12,360 | $243.0K | 0.00% | +12,360 | New |
| J.W. Cole Advisors, Inc. | 11,883 | $233.6K | 0.00% | +11,883 | New |
| Stratos Wealth Partners, LTD. | 11,661 | $229.3K | 0.00% | −457−3.8% | Reduced |
| TMB Capital Partners, LLC | 11,304 | $222.2K | 0.07% | +228+2.1% | Added |
| Stockman Wealth Management, Inc. | 11,000 | $216.3K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,000 | $216.3K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,114 | $198.8K | 0.01% | +10,114 | New |
| Axiom Investment Management LLC | 7,144 | $140.5K | 0.09% | +1,090+18.0% | Added |
| Colonial Trust Co | 7,000 | $135.7K | 0.02% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 6,350 | $124.8K | 0.05% | +6,350 | New |
| Geneos Wealth Management Inc. | 5,572 | $109.5K | 0.00% | −2,000−26.4% | Reduced |
| GWM Advisors LLC | 5,541 | $108.9K | 0.00% | −416−7.0% | Reduced |
| Harbour Investments, Inc. | 5,376 | $105.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,856 | $95.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,800 | $94.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,735 | $93.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,679 | $90.7K | 0.00% | +851+22.2% | Added |
| IFG Advisory, LLC | 3,853 | $75.7K | 0.00% | +3,853 | New |
| NBC Securities, Inc. | 2,736 | $53.8K | 0.00% | +25+0.9% | Added |
| Colonial Trust Advisors | 2,084 | $41.0K | 0.00% | +9+0.4% | Added |
| Creative Financial Designs Inc | 1,852 | $36.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,500 | $29.5K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 1,300 | $25.6K | 0.01% | −51−3.8% | Reduced |
| Jones Financial Companies LLLP | 1,078 | $20.6K | 0.00% | +1,039+2,664.1% | Added |
| VSM Wealth Advisory, LLC | 916 | $18.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 750 | $14.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $14.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 618 | $12.1K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 530 | $10.4K | 0.00% | +530 | New |
| Smartleaf Asset Management LLC | 509 | $9.86K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 470 | $9.24K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 274 | $5.39K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 200 | $3.93K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 150 | $2.95K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 116 | $2.28K | 0.00% | +116 | New |
| IFP Advisors, Inc | 90 | $1.77K | 0.00% | +90 | New |
| Pinnacle Wealth Planning Services, Inc. | 46 | $904 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $472 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 20 | $0 | 0.00% | +20 | New |
| Range Advisory, LLC | 0 | $0 | 0.00% | −16,276−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,365−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −10,634−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |