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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $451 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 39 | $706 | 0.00% | +39 | New |
| Pinnacle Wealth Planning Services, Inc. | 46 | $864 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 150 | $2.82K | 0.00% | −50−25.0% | Reduced |
| St Germain D J Co Inc | 200 | $3.76K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 215 | $4.04K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 274 | $5.15K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 275 | $5.17K | 0.00% | +275 | New |
| Strategic Wealth Partners, Ltd. | 470 | $8.83K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 509 | $9.23K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 530 | $9.95K | 0.00% | +530 | New |
| LRI Investments, LLC | 618 | $11.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $13.5K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 750 | $14.1K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 916 | $17.2K | 0.01% | +916 | New |
| Bullseye Investment Management, LLC | 1,351 | $25.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,500 | $28.2K | 0.00% | +1,500 | New |
| Creative Financial Designs Inc | 1,852 | $34.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,075 | $39.0K | 0.00% | +10+0.5% | Added |
| NBC Securities, Inc. | 2,711 | $50.9K | 0.00% | +24+0.9% | Added |
| JPMorgan Chase & Co | 3,828 | $69.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,430 | $83.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,735 | $88.9K | 0.00% | −754−13.7% | Reduced |
| Hollencrest Capital Management | 4,800 | $90.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,856 | $91.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,376 | $101.0K | 0.00% | +5,376 | New |
| GWM Advisors LLC | 5,957 | $111.9K | 0.00% | +388+7.0% | Added |
| Axiom Investment Management LLC | 6,054 | $113.7K | 0.09% | +6,054 | New |
| Colonial Trust Co | 7,000 | $126.9K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,572 | $142.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 10,048 | $188.7K | 0.00% | +61+0.6% | Added |
| Pensionmark Financial Group, LLC | 10,634 | $199.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wedbush Securities Inc | 11,008 | $207.0K | 0.01% | −20−0.2% | Reduced |
| TMB Capital Partners, LLC | 11,076 | $208.0K | 0.07% | +223+2.1% | Added |
| Jane Street Group, LLC | 11,365 | $213.4K | 0.00% | +11,365 | New |
| Stratos Wealth Partners, LTD. | 12,118 | $227.6K | 0.00% | +1,971+19.4% | Added |
| Stratos Wealth Advisors, LLC | 12,596 | $236.6K | 0.01% | +154+1.2% | Added |
| Indivisible Partners | 12,777 | $240.0K | 0.02% | −3,400−21.0% | Reduced |
| WSFS Capital Management, LLC | 15,019 | $282.1K | 0.01% | 00.0% | Unchanged |
| Range Advisory, LLC | 16,276 | $305.7K | 0.06% | +16,276 | New |
| Rhodes Investment Advisors Inc | 17,990 | $337.9K | 0.29% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 18,455 | $346.6K | 0.00% | −1,780−8.8% | Reduced |
| NorthRock Partners, LLC | 19,285 | $362.2K | 0.01% | +19,285 | New |
| Brick & Kyle, Associates | 20,269 | $380.6K | 0.13% | −800−3.8% | Reduced |
| Wolverine Asset Management LLC | 20,503 | $385.0K | 0.01% | −60,734−74.8% | Reduced |
| WCG Wealth Advisors LLC | 20,874 | $392.0K | 0.01% | 00.0% | Unchanged |
| David J Yvars Group | 21,500 | $403.8K | 0.23% | +372+1.8% | Added |
| Commons Capital, LLC | 24,512 | $460.3K | 0.38% | +6,761+38.1% | Added |
| Sanctuary Advisors, LLC | 25,278 | $474.7K | 0.00% | −1,593−5.9% | Reduced |
| Guerra Pan Advisors, LLC | 39,565 | $743.0K | 0.46% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 40,951 | $769.1K | 0.00% | +800+2.0% | Added |
| D.A. Davidson & Co. | 41,864 | $786.2K | 0.00% | +192+0.5% | Added |
| Stifel Financial Corp | 44,965 | $844.4K | 0.00% | +133+0.3% | Added |
| CI Private Wealth, LLC | 46,697 | $877.0K | 0.00% | −1,000−2.1% | Reduced |
| HighTower Advisors, LLC | 47,609 | $894.1K | 0.00% | +7,179+17.8% | Added |
| Rockefeller Capital Management L.P. | 49,801 | $935.3K | 0.00% | −231−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 53,688 | $1.01M | 0.00% | −12,850−19.3% | Reduced |
| Ameritas Advisory Services, LLC | 54,262 | $1.02M | 0.04% | −3,511−6.1% | Reduced |
| Cetera Investment Advisers | 74,644 | $1.40M | 0.00% | −11,399−13.2% | Reduced |
| PMG Family Office LLC | 81,657 | $1.53M | 1.71% | +5,514+7.2% | Added |
| OxenFree Capital LLC | 80,711 | $1.61M | 0.78% | +12,612+18.5% | Added |
| Allworth Financial LP | 90,158 | $1.69M | 0.01% | −4,446−4.7% | Reduced |
| TPG Advisors LLC | 92,053 | $1.73M | 1.08% | −14,469−13.6% | Reduced |
| Farther Finance Advisors, LLC | 92,010 | $1.76M | 0.02% | +85,735+1,366.3% | Added |
| Steward Partners Investment Advisory, LLC | 134,791 | $2.53M | 0.01% | +73,799+121.0% | Added |
| Advisor Group Holdings, Inc. | 168,111 | $3.16M | 0.00% | −32,888−16.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 185,947 | $3.49M | 0.04% | −1,353−0.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 188,248 | $3.54M | 0.08% | −1,352−0.7% | Reduced |
| UBS Group AG | 188,755 | $3.54M | 0.00% | −2,047−1.1% | Reduced |
| Truist Financial Corp | 200,602 | $3.77M | 0.01% | +11,029+5.8% | Added |
| Ameriprise Financial Inc | 216,812 | $4.15M | 0.00% | +2,740+1.3% | Added |
| Roman Butler Fullerton & Co | 220,865 | $4.34M | 1.19% | +1,171+0.5% | Added |
| Guggenheim Capital LLC | 239,891 | $4.51M | 0.04% | −2,509−1.0% | Reduced |
| Royal Bank of Canada | 336,433 | $6.32M | 0.00% | +7,608+2.3% | Added |
| LPL Financial LLC | 355,211 | $6.67M | 0.00% | +96,094+37.1% | Added |
| Invesco Ltd. | 398,771 | $7.49M | 0.00% | −60,704−13.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 543,309 | $10.2M | 0.03% | +2,905+0.5% | Added |
| Wells Fargo & Company | 545,247 | $10.2M | 0.00% | +31,280+6.1% | Added |
| Bank of America Corp | 569,306 | $10.7M | 0.00% | −26,449−4.4% | Reduced |
| Morgan Stanley | 815,598 | $15.3M | 0.00% | +6,034+0.7% | Added |
| Colony Group, LLC | 1,472,565 | $27.7M | 0.03% | +692,566+88.8% | Added |
| Raymond James Financial Inc | 1,507,644 | $28.3M | 0.01% | +55,260+3.8% | Added |
| 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 |