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, Q4 2025
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Dec 31, 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
- 89
- +5 vs. Q3 2025
- Shares held
- 8.95M
- +441.9K (+5.2%) vs. Q3 2025
- Total value
- $183.9M
- +$5.35M (+3.0%) vs. Q3 2025
- New holders
- 15
- 30 more added
- Sold out
- 10
- 19 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $493 | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 38 | $781 | 0.00% | −33−46.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 46 | $946 | 0.00% | +46 | New |
| St Germain D J Co Inc | 200 | $4.11K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $4.11K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 215 | $4.42K | 0.00% | +215 | New |
| US Bancorp | 274 | $5.63K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 470 | $9.66K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 509 | $10.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 618 | $12.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $14.8K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 750 | $15.4K | 0.01% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 1,351 | $27.8K | 0.01% | +1,351 | New |
| Comerica Bank | 1,500 | $30.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,500 | $30.8K | 0.02% | +1,500 | New |
| Creative Financial Designs Inc | 1,852 | $38.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,065 | $42.5K | 0.00% | +9+0.4% | Added |
| NBC Securities, Inc. | 2,687 | $55.3K | 0.00% | +23+0.9% | Added |
| Kestra Advisory Services, LLC | 3,268 | $67.2K | 0.00% | +3,268 | New |
| JPMorgan Chase & Co | 3,828 | $78.7K | 0.00% | −600−13.6% | Reduced |
| Sunbelt Securities, Inc. | 4,430 | $91.1K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,800 | $98.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,856 | $99.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,489 | $112.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,569 | $114.5K | 0.00% | −33−0.6% | Reduced |
| Farther Finance Advisors, LLC | 6,275 | $129.0K | 0.00% | −1,813−22.4% | Reduced |
| Flagship Harbor Advisors, LLC | 6,782 | $139.4K | 0.01% | +6,782 | New |
| Colonial Trust Co | 7,000 | $144.3K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,572 | $155.7K | 0.00% | +1,800+31.2% | Added |
| CIBC Private Wealth Group, LLC | 7,650 | $157.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9,987 | $205.0K | 0.00% | +58+0.6% | Added |
| Stratos Wealth Partners, LTD. | 10,147 | $208.6K | 0.00% | +47+0.5% | Added |
| Pensionmark Financial Group, LLC | 10,634 | $218.6K | 0.00% | +10,634 | New |
| J.W. Cole Advisors, Inc. | 13,006 | $221.3K | 0.01% | −792−5.7% | Reduced |
| Mariner, LLC | 10,801 | $222.1K | 0.00% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 10,853 | $223.1K | 0.08% | +10,853 | New |
| Stockman Wealth Management, Inc. | 11,000 | $226.2K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,000 | $226.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,028 | $227.0K | 0.01% | +1,157+11.7% | Added |
| Stratos Wealth Advisors, LLC | 12,442 | $255.8K | 0.01% | +147+1.2% | Added |
| Logan Stone Capital, LLC | 14,650 | $301.2K | 0.07% | +14,650 | New |
| WSFS Capital Management, LLC | 15,019 | $308.8K | 0.01% | +966+6.9% | Added |
| Indivisible Partners | 16,177 | $332.6K | 0.04% | +16,177 | New |
| Commons Capital, LLC | 17,751 | $365.0K | 0.26% | +1,111+6.7% | Added |
| National Asset Management, Inc. | 17,825 | $366.5K | 0.02% | −3,883−17.9% | Reduced |
| Rhodes Investment Advisors Inc | 17,990 | $369.9K | 0.30% | +17,990 | New |
| Shaker Financial Services, LLC | 18,473 | $379.8K | 0.12% | −6,492−26.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 20,235 | $416.0K | 0.00% | +2,980+17.3% | Added |
| WCG Wealth Advisors LLC | 20,874 | $429.2K | 0.01% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 21,069 | $433.0K | 0.15% | −500−2.3% | Reduced |
| David J Yvars Group | 21,128 | $434.4K | 0.23% | +21,128 | New |
| Ashton Thomas Private Wealth, LLC | 21,813 | $448.5K | 0.01% | +103+0.5% | Added |
| Landscape Capital Management, L.L.C. | 25,418 | $522.6K | 0.04% | +25,418 | New |
| Sanctuary Advisors, LLC | 26,871 | $552.5K | 0.00% | −3,401−11.2% | Reduced |
| Guerra Pan Advisors, LLC | 39,565 | $813.5K | 0.48% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 40,151 | $825.5K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 40,430 | $831.3K | 0.00% | −847−2.1% | Reduced |
| D.A. Davidson & Co. | 41,672 | $856.8K | 0.01% | −2,233−5.1% | Reduced |
| Stifel Financial Corp | 44,832 | $921.7K | 0.00% | −252−0.6% | Reduced |
| CI Private Wealth, LLC | 47,697 | $980.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 50,032 | $1.03M | 0.00% | −158−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 57,773 | $1.19M | 0.04% | −19,656−25.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 60,992 | $1.25M | 0.01% | −4,173−6.4% | Reduced |
| Commonwealth Equity Services, LLC | 66,538 | $1.37M | 0.00% | −309−0.5% | Reduced |
| OxenFree Capital LLC | 68,099 | $1.40M | 0.74% | +2,928+4.5% | Added |
| PMG Family Office LLC | 76,143 | $1.57M | 1.81% | +700+0.9% | Added |
| Wolverine Asset Management LLC | 81,237 | $1.67M | 0.02% | +77,177+1,900.9% | Added |
| Cetera Investment Advisers | 86,043 | $1.77M | 0.00% | +3,048+3.7% | Added |
| Allworth Financial LP | 94,604 | $1.95M | 0.01% | −3,169−3.2% | Reduced |
| Readystate Asset Management LP | 100,290 | $2.06M | 0.09% | +100,290 | New |
| TPG Advisors LLC | 106,522 | $2.19M | 1.36% | +3,230+3.1% | Added |
| Vestmark Advisory Solutions, Inc. | 187,300 | $3.85M | 0.05% | +26,358+16.4% | Added |
| Truist Financial Corp | 189,573 | $3.90M | 0.01% | +12,233+6.9% | Added |
| Mount Yale Investment Advisors, LLC | 189,600 | $3.90M | 0.19% | +25,068+15.2% | Added |
| UBS Group AG | 190,802 | $3.92M | 0.00% | +470.0% | Added |
| Advisor Group Holdings, Inc. | 200,999 | $4.13M | 0.01% | +8,461+4.4% | Added |
| Ameriprise Financial Inc | 214,072 | $4.40M | 0.00% | +1,894+0.9% | Added |
| Roman Butler Fullerton & Co | 219,694 | $4.55M | 1.19% | +13,218+6.4% | Added |
| Guggenheim Capital LLC | 242,400 | $4.98M | 0.04% | −78,640−24.5% | Reduced |
| LPL Financial LLC | 259,117 | $5.33M | 0.00% | +14,370+5.9% | Added |
| Royal Bank of Canada | 328,825 | $6.76M | 0.00% | +15,276+4.9% | Added |
| Invesco Ltd. | 459,475 | $9.45M | 0.00% | +27,719+6.4% | Added |
| Wells Fargo & Company | 513,967 | $10.6M | 0.00% | +18,910+3.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 540,404 | $11.1M | 0.03% | +52,811+10.8% | Added |
| Bank of America Corp | 595,755 | $12.2M | 0.00% | +5,510+0.9% | Added |
| Colony Group, LLC | 779,999 | $16.0M | 0.02% | +779,999 | New |
| Morgan Stanley | 809,564 | $16.6M | 0.00% | −10,364−1.3% | Reduced |
| Raymond James Financial Inc | 1,452,384 | $29.9M | 0.01% | +361,076+33.1% | Added |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −797,177−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −253,486−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −43,500−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,141−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −1,241−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −1,087−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| VSM Wealth Advisory, LLC | 0 | $0 | 0.00% | −672−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |