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, Q1 2026
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Mar 31, 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
- 85
- −2 vs. Q4 2025
- Shares held
- 9.62M
- +686.0K (+7.7%) vs. Q4 2025
- Total value
- $181.1M
- −$2.61M (−1.4%) vs. Q4 2025
- New holders
- 10
- 27 more added
- Sold out
- 12
- 22 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 1,507,644 | $28.3M | 0.01% | +55,260+3.8% | Added |
| Colony Group, LLC | 1,472,565 | $27.7M | 0.03% | +692,566+88.8% | Added |
| Morgan Stanley | 815,598 | $15.3M | 0.00% | +6,034+0.7% | Added |
| Bank of America Corp | 569,306 | $10.7M | 0.00% | −26,449−4.4% | Reduced |
| Wells Fargo & Company | 545,247 | $10.2M | 0.00% | +31,280+6.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 543,309 | $10.2M | 0.03% | +2,905+0.5% | Added |
| Invesco Ltd. | 398,771 | $7.49M | 0.00% | −60,704−13.2% | Reduced |
| LPL Financial LLC | 355,211 | $6.67M | 0.00% | +96,094+37.1% | Added |
| Royal Bank of Canada | 336,433 | $6.32M | 0.00% | +7,608+2.3% | Added |
| Guggenheim Capital LLC | 239,891 | $4.51M | 0.04% | −2,509−1.0% | Reduced |
| Roman Butler Fullerton & Co | 220,865 | $4.34M | 1.19% | +1,171+0.5% | Added |
| Ameriprise Financial Inc | 216,812 | $4.15M | 0.00% | +2,740+1.3% | Added |
| Truist Financial Corp | 200,602 | $3.77M | 0.01% | +11,029+5.8% | Added |
| UBS Group AG | 188,755 | $3.54M | 0.00% | −2,047−1.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 188,248 | $3.54M | 0.08% | −1,352−0.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 185,947 | $3.49M | 0.04% | −1,353−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 168,111 | $3.16M | 0.00% | −32,888−16.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 134,791 | $2.53M | 0.01% | +73,799+121.0% | Added |
| Farther Finance Advisors, LLC | 92,010 | $1.76M | 0.02% | +85,735+1,366.3% | Added |
| TPG Advisors LLC | 92,053 | $1.73M | 1.08% | −14,469−13.6% | Reduced |
| Allworth Financial LP | 90,158 | $1.69M | 0.01% | −4,446−4.7% | Reduced |
| OxenFree Capital LLC | 80,711 | $1.61M | 0.78% | +12,612+18.5% | Added |
| PMG Family Office LLC | 81,657 | $1.53M | 1.71% | +5,514+7.2% | Added |
| Cetera Investment Advisers | 74,644 | $1.40M | 0.00% | −11,399−13.2% | Reduced |
| Ameritas Advisory Services, LLC | 54,262 | $1.02M | 0.04% | −3,511−6.1% | Reduced |
| Commonwealth Equity Services, LLC | 53,688 | $1.01M | 0.00% | −12,850−19.3% | Reduced |
| Rockefeller Capital Management L.P. | 49,801 | $935.3K | 0.00% | −231−0.5% | Reduced |
| HighTower Advisors, LLC | 47,609 | $894.1K | 0.00% | +7,179+17.8% | Added |
| CI Private Wealth, LLC | 46,697 | $877.0K | 0.00% | −1,000−2.1% | Reduced |
| Stifel Financial Corp | 44,965 | $844.4K | 0.00% | +133+0.3% | Added |
| D.A. Davidson & Co. | 41,864 | $786.2K | 0.00% | +192+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 40,951 | $769.1K | 0.00% | +800+2.0% | Added |
| Guerra Pan Advisors, LLC | 39,565 | $743.0K | 0.46% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 25,278 | $474.7K | 0.00% | −1,593−5.9% | Reduced |
| Commons Capital, LLC | 24,512 | $460.3K | 0.38% | +6,761+38.1% | Added |
| David J Yvars Group | 21,500 | $403.8K | 0.23% | +372+1.8% | Added |
| WCG Wealth Advisors LLC | 20,874 | $392.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 20,503 | $385.0K | 0.01% | −60,734−74.8% | Reduced |
| Brick & Kyle, Associates | 20,269 | $380.6K | 0.13% | −800−3.8% | Reduced |
| NorthRock Partners, LLC | 19,285 | $362.2K | 0.01% | +19,285 | New |
| Wiley Bros.-Aintree Capital, LLC | 18,455 | $346.6K | 0.00% | −1,780−8.8% | Reduced |
| Rhodes Investment Advisors Inc | 17,990 | $337.9K | 0.29% | 00.0% | Unchanged |
| Range Advisory, LLC | 16,276 | $305.7K | 0.06% | +16,276 | New |
| WSFS Capital Management, LLC | 15,019 | $282.1K | 0.01% | 00.0% | Unchanged |
| Indivisible Partners | 12,777 | $240.0K | 0.02% | −3,400−21.0% | Reduced |
| Stratos Wealth Advisors, LLC | 12,596 | $236.6K | 0.01% | +154+1.2% | Added |
| Stratos Wealth Partners, LTD. | 12,118 | $227.6K | 0.00% | +1,971+19.4% | Added |
| Jane Street Group, LLC | 11,365 | $213.4K | 0.00% | +11,365 | New |
| TMB Capital Partners, LLC | 11,076 | $208.0K | 0.07% | +223+2.1% | Added |
| Wedbush Securities Inc | 11,008 | $207.0K | 0.01% | −20−0.2% | Reduced |
| Stockman Wealth Management, Inc. | 11,000 | $206.6K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,000 | $206.6K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,634 | $199.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 10,048 | $188.7K | 0.00% | +61+0.6% | Added |
| Geneos Wealth Management Inc. | 7,572 | $142.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7,000 | $126.9K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 6,054 | $113.7K | 0.09% | +6,054 | New |
| GWM Advisors LLC | 5,957 | $111.9K | 0.00% | +388+7.0% | Added |
| Harbour Investments, Inc. | 5,376 | $101.0K | 0.00% | +5,376 | New |
| The PNC Financial Services Group, Inc. | 4,856 | $91.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,800 | $90.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,735 | $88.9K | 0.00% | −754−13.7% | Reduced |
| Sunbelt Securities, Inc. | 4,430 | $83.2K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,828 | $69.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,711 | $50.9K | 0.00% | +24+0.9% | Added |
| Colonial Trust Advisors | 2,075 | $39.0K | 0.00% | +10+0.5% | Added |
| Creative Financial Designs Inc | 1,852 | $34.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,500 | $28.2K | 0.00% | +1,500 | New |
| Bullseye Investment Management, LLC | 1,351 | $25.4K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 916 | $17.2K | 0.01% | +916 | New |
| Barrett & Company, Inc. | 750 | $14.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $13.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 618 | $11.6K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 530 | $9.95K | 0.00% | +530 | New |
| Smartleaf Asset Management LLC | 509 | $9.23K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 470 | $8.83K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 275 | $5.17K | 0.00% | +275 | New |
| US Bancorp | 274 | $5.15K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 215 | $4.04K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 200 | $3.76K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 150 | $2.82K | 0.00% | −50−25.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 46 | $864 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 39 | $706 | 0.00% | +39 | New |
| Assetmark, Inc | 24 | $451 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −100,290−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −25,418−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −21,813−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −18,473−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −17,825−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −14,650−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,801−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −13,006−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −6,782−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,268−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |