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 $178.3M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Jun 30, 2025. 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
- 79
- −2 vs. Q1 2025
- Shares held
- 8.31M
- −31.6K (−0.4%) vs. Q1 2025
- Total value
- $173.9M
- +$17.6M (+11.2%) vs. Q1 2025
- New holders
- 5
- 32 more added
- Sold out
- 7
- 25 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $178.3M |
| Q1 2026 | 85 | $181.1M |
| Q4 2025 | 89 | $183.9M |
| Q3 2025 | 84 | $178.6M |
| Q2 2025 | 79 | $173.9M |
| Q1 2025 | 83 | $156.6M |
| Q4 2024 | 84 | $170.0M |
| Q3 2024 | 82 | $163.3M |
| Q2 2024 | 80 | $170.2M |
| Q1 2024 | 81 | $154.7M |
| Q4 2023 | 77 | $140.6M |
| Q3 2023 | 74 | $131.1M |
| Q2 2023 | 76 | $134.9M |
| Q1 2023 | 76 | $113.5M |
| Q4 2022 | 79 | $114.0M |
| Q3 2022 | 68 | $105.0M |
| Q2 2022 | 70 | $114.7M |
| Q1 2022 | 72 | $135.8M |
| Q4 2021 | 74 | $146.5M |
| Q3 2021 | 69 | $126.1M |
| Q2 2021 | 68 | $131.9M |
| Q1 2021 | 71 | $118.0M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $502 | 0.00% | +24 | New |
| US Bancorp | 274 | $5.73K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 509 | $10.6K | 0.00% | −898−63.8% | Reduced |
| Financial Gravity Companies, Inc. | 530 | $11.1K | 0.00% | +530 | New |
| LRI Investments, LLC | 618 | $12.9K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 625 | $13.1K | 0.00% | +82+15.1% | Added |
| Trust Co of Vermont | 650 | $13.6K | 0.00% | +650 | New |
| North Star Investment Management Corp. | 718 | $15.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 750 | $15.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $20.9K | 0.00% | +1,000 | New |
| Principal Securities, Inc. | 1,218 | $25.5K | 0.00% | +48+4.1% | Added |
| TSFG, LLC | 1,241 | $26.0K | 0.00% | +3+0.2% | Added |
| Comerica Bank | 1,500 | $31.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,852 | $38.7K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,934 | $40.5K | 0.00% | +1,934 | New |
| Colonial Trust Advisors | 2,047 | $42.8K | 0.00% | +9+0.4% | Added |
| NBC Securities, Inc. | 2,642 | $55.0K | 0.00% | +23+0.9% | Added |
| Elequin Capital LP | 2,918 | $61.0K | 0.01% | −2,596−47.1% | Reduced |
| JPMorgan Chase & Co | 3,828 | $80.1K | 0.00% | −9,751−71.8% | Reduced |
| Hollencrest Capital Management | 4,800 | $100.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,856 | $101.6K | 0.00% | −2,675−35.5% | Reduced |
| GWM Advisors LLC | 5,236 | $109.5K | 0.00% | −34−0.6% | Reduced |
| Larson Financial Group LLC | 5,489 | $114.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,772 | $120.8K | 0.00% | +3,236+127.6% | Added |
| Colonial Trust Co | 7,000 | $145.9K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,088 | $148.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 7,650 | $160.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,594 | $178.5K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 9,731 | $203.6K | 0.00% | −2,113−17.8% | Reduced |
| CWM, LLC | 9,874 | $207.0K | 0.00% | +58+0.6% | Added |
| Stockman Wealth Management, Inc. | 11,000 | $230.1K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,000 | $230.1K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,111 | $253.4K | 0.01% | +857+7.6% | Added |
| Stratos Wealth Advisors, LLC | 12,156 | $254.3K | 0.01% | +146+1.2% | Added |
| Warther Private Wealth, LLC | 13,700 | $286.6K | 0.08% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 13,820 | $289.1K | 0.18% | +330+2.4% | Added |
| WSFS Capital Management, LLC | 14,053 | $294.0K | 0.02% | +1,553+12.4% | Added |
| Commons Capital, LLC | 14,976 | $313.3K | 0.24% | +98+0.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,405 | $364.1K | 0.00% | −566−3.1% | Reduced |
| Atria Wealth Solutions, Inc. | 20,580 | $430.5K | 0.01% | −1,125−5.2% | Reduced |
| WCG Wealth Advisors LLC | 20,874 | $436.7K | 0.03% | +9,362+81.3% | Added |
| Brick & Kyle, Associates | 21,569 | $451.0K | 0.20% | −1,179−5.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 21,613 | $452.1K | 0.02% | +102+0.5% | Added |
| National Asset Management, Inc. | 21,659 | $453.1K | 0.02% | −6,270−22.4% | Reduced |
| Shaker Financial Services, LLC | 23,958 | $501.2K | 0.18% | −59,691−71.4% | Reduced |
| Mariner, LLC | 24,001 | $502.1K | 0.00% | +13,100+120.2% | Added |
| Sanctuary Advisors, LLC | 31,682 | $662.8K | 0.00% | −260−0.8% | Reduced |
| Guerra Pan Advisors, LLC | 39,565 | $827.7K | 0.55% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 40,151 | $840.0K | 0.00% | +6,747+20.2% | Added |
| HighTower Advisors, LLC | 43,353 | $906.9K | 0.00% | +1,122+2.7% | Added |
| International Assets Investment Management, LLC | 43,500 | $910.0K | 0.07% | −1,300−2.9% | Reduced |
| Stifel Financial Corp | 44,615 | $933.4K | 0.00% | +3,900+9.6% | Added |
| D.A. Davidson & Co. | 44,999 | $941.4K | 0.01% | −1,822−3.9% | Reduced |
| Rockefeller Capital Management L.P. | 46,137 | $965.2K | 0.00% | +973+2.2% | Added |
| CI Private Wealth, LLC | 47,697 | $997.8K | 0.00% | −2,500−5.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 67,142 | $1.40M | 0.01% | −3,316−4.7% | Reduced |
| Cetera Investment Advisers | 78,413 | $1.64M | 0.00% | +16,104+25.8% | Added |
| Ameritas Advisory Services, LLC | 80,679 | $1.69M | 0.09% | −65−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 83,816 | $1.75M | 0.00% | −5,932−6.6% | Reduced |
| OxenFree Capital LLC | 83,858 | $1.75M | 1.08% | +2,656+3.3% | Added |
| Allworth Financial LP | 98,398 | $2.06M | 0.01% | +10,260+11.6% | Added |
| TPG Advisors LLC | 98,697 | $2.06M | 1.49% | +455+0.5% | Added |
| Truist Financial Corp | 170,708 | $3.57M | 0.01% | +676+0.4% | Added |
| Advisor Group Holdings, Inc. | 180,411 | $3.77M | 0.01% | −342−0.2% | Reduced |
| UBS Group AG | 185,615 | $3.88M | 0.00% | −8,424−4.3% | Reduced |
| Roman Butler Fullerton & Co | 199,103 | $4.18M | 1.23% | +5,352+2.8% | Added |
| Ameriprise Financial Inc | 201,044 | $4.21M | 0.00% | −8,115−3.9% | Reduced |
| LPL Financial LLC | 215,179 | $4.50M | 0.00% | +65,660+43.9% | Added |
| Concurrent Investment Advisors, LLC | 284,773 | $5.96M | 0.12% | +3,407+1.2% | Added |
| Royal Bank of Canada | 294,791 | $6.17M | 0.00% | +22,217+8.2% | Added |
| Guggenheim Capital LLC | 355,825 | $7.44M | 0.06% | +37,911+11.9% | Added |
| Invesco Ltd. | 439,492 | $9.19M | 0.00% | −11,433−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 465,205 | $9.73M | 0.03% | +5,254+1.1% | Added |
| Wells Fargo & Company | 472,806 | $9.89M | 0.00% | +6,850+1.5% | Added |
| Bank of America Corp | 575,065 | $12.0M | 0.00% | −13,493−2.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 802,757 | $16.8M | 0.07% | −11,773−1.4% | Reduced |
| Morgan Stanley | 832,944 | $17.4M | 0.00% | +31,546+3.9% | Added |
| Raymond James Financial Inc | 1,290,399 | $27.0M | 0.01% | −20,648−1.6% | Reduced |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −49,079−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −27,214−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −25,155−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −7,456−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |