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 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
- 9.07M
- −539.8K (−5.6%) vs. Q1 2026
- Total value
- $178.3M
- −$2.51M (−1.4%) vs. Q1 2026
- New holders
- 14
- 25 more added
- Sold out
- 5
- 27 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 | $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 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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 20 | $0 | 0.00% | +20 | New |
| Huntington National Bank | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $472 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 46 | $904 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 90 | $1.77K | 0.00% | +90 | New |
| Providence Capital Advisors, LLC | 116 | $2.28K | 0.00% | +116 | New |
| Highline Wealth Partners LLC | 150 | $2.95K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 200 | $3.93K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 274 | $5.39K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 470 | $9.24K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 509 | $9.86K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 530 | $10.4K | 0.00% | +530 | New |
| LRI Investments, LLC | 618 | $12.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $14.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 750 | $14.7K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 916 | $18.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,078 | $20.6K | 0.00% | +1,039+2,664.1% | Added |
| Bullseye Investment Management, LLC | 1,300 | $25.6K | 0.01% | −51−3.8% | Reduced |
| Fifth Third Bancorp | 1,500 | $29.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,852 | $36.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,084 | $41.0K | 0.00% | +9+0.4% | Added |
| NBC Securities, Inc. | 2,736 | $53.8K | 0.00% | +25+0.9% | Added |
| IFG Advisory, LLC | 3,853 | $75.7K | 0.00% | +3,853 | New |
| JPMorgan Chase & Co | 4,679 | $90.7K | 0.00% | +851+22.2% | Added |
| Larson Financial Group LLC | 4,735 | $93.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,800 | $94.4K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,856 | $95.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,376 | $105.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,541 | $108.9K | 0.00% | −416−7.0% | Reduced |
| Geneos Wealth Management Inc. | 5,572 | $109.5K | 0.00% | −2,000−26.4% | Reduced |
| Horizon Financial Services, LLC | 6,350 | $124.8K | 0.05% | +6,350 | New |
| Colonial Trust Co | 7,000 | $135.7K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 7,144 | $140.5K | 0.09% | +1,090+18.0% | Added |
| Landscape Capital Management, L.L.C. | 10,114 | $198.8K | 0.01% | +10,114 | New |
| 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 |
| TMB Capital Partners, LLC | 11,304 | $222.2K | 0.07% | +228+2.1% | Added |
| Stratos Wealth Partners, LTD. | 11,661 | $229.3K | 0.00% | −457−3.8% | Reduced |
| J.W. Cole Advisors, Inc. | 11,883 | $233.6K | 0.00% | +11,883 | New |
| Mariner, LLC | 12,360 | $243.0K | 0.00% | +12,360 | New |
| WSFS Capital Management, LLC | 12,500 | $245.8K | 0.01% | −2,519−16.8% | Reduced |
| Stratos Wealth Advisors, LLC | 12,755 | $250.8K | 0.01% | +159+1.3% | Added |
| Indivisible Partners | 12,777 | $251.2K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 15,703 | $309.0K | 0.01% | +4,695+42.7% | Added |
| NorthRock Partners, LLC | 16,353 | $321.5K | 0.00% | −2,932−15.2% | Reduced |
| XTX Topco Ltd | 17,008 | $334.4K | 0.00% | +17,008 | New |
| Wiley Bros.-Aintree Capital, LLC | 18,155 | $356.9K | 0.00% | −300−1.6% | Reduced |
| Rhodes Investment Advisors Inc | 18,275 | $359.3K | 0.26% | +285+1.6% | Added |
| Brick & Kyle, Associates | 20,269 | $380.6K | 0.13% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 20,874 | $410.4K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 23,257 | $457.2K | 0.00% | −2,021−8.0% | Reduced |
| Commons Capital, LLC | 27,766 | $545.9K | 0.38% | +3,254+13.3% | Added |
| Farther Finance Advisors, LLC | 31,966 | $628.5K | 0.00% | −60,044−65.3% | Reduced |
| David J Yvars Group | 33,185 | $652.4K | 0.32% | +11,685+54.3% | Added |
| Readystate Asset Management LP | 36,245 | $712.6K | 0.03% | +36,245 | New |
| Guerra Pan Advisors, LLC | 39,312 | $772.9K | 0.43% | −253−0.6% | Reduced |
| D.A. Davidson & Co. | 41,672 | $819.3K | 0.00% | −192−0.5% | Reduced |
| Stifel Financial Corp | 43,599 | $857.1K | 0.00% | −1,366−3.0% | Reduced |
| HighTower Advisors, LLC | 44,685 | $878.5K | 0.00% | −2,924−6.1% | Reduced |
| CI Private Wealth, LLC | 46,697 | $918.1K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 47,654 | $936.9K | 0.00% | −2,147−4.3% | Reduced |
| Commonwealth Equity Services, LLC | 48,047 | $944.6K | 0.00% | −5,641−10.5% | Reduced |
| EP Wealth Advisors, LLC | 48,327 | $950.1K | 0.00% | +48,327 | New |
| Northwestern Mutual Wealth Management Co | 48,976 | $962.9K | 0.00% | +8,025+19.6% | Added |
| Lynx Investment Advisory | 55,505 | $1.09M | 0.36% | +55,505 | New |
| Cetera Investment Advisers | 72,073 | $1.42M | 0.00% | −2,571−3.4% | Reduced |
| Ameritas Advisory Services, LLC | 73,852 | $1.45M | 0.03% | +19,590+36.1% | Added |
| PMG Family Office LLC | 84,502 | $1.66M | 1.53% | +2,845+3.5% | Added |
| Allworth Financial LP | 88,002 | $1.73M | 0.01% | −2,156−2.4% | Reduced |
| OxenFree Capital LLC | 92,825 | $1.83M | 0.84% | +12,114+15.0% | Added |
| TPG Advisors LLC | 96,020 | $1.89M | 1.04% | +3,967+4.3% | Added |
| Steward Partners Investment Advisory, LLC | 140,937 | $2.77M | 0.01% | +6,146+4.6% | Added |
| Royal Bank of Canada | 147,242 | $2.90M | 0.00% | −189,191−56.2% | Reduced |
| Wolverine Asset Management LLC | 155,693 | $3.06M | 0.04% | +135,190+659.4% | Added |
| UBS Group AG | 181,878 | $3.58M | 0.00% | −6,877−3.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 182,526 | $3.59M | 0.03% | −3,421−1.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 184,826 | $3.63M | 0.07% | −3,422−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 202,090 | $3.97M | 0.00% | +33,979+20.2% | Added |
| Guggenheim Capital LLC | 211,996 | $4.17M | 0.03% | −27,895−11.6% | Reduced |
| Truist Financial Corp | 217,008 | $4.27M | 0.01% | +16,406+8.2% | Added |
| Ameriprise Financial Inc | 218,542 | $4.30M | 0.00% | +1,730+0.8% | Added |
| Roman Butler Fullerton & Co | 218,581 | $4.35M | 1.04% | −2,284−1.0% | Reduced |
| Shaker Financial Services, LLC | 309,881 | $6.09M | 1.91% | +309,881 | New |
| LPL Financial LLC | 374,206 | $7.36M | 0.00% | +18,995+5.3% | Added |
| Invesco Ltd. | 450,145 | $8.85M | 0.00% | +51,374+12.9% | Added |
| Colony Group, LLC | 490,844 | $9.65M | 0.01% | −981,721−66.7% | Reduced |
| Wells Fargo & Company | 532,902 | $10.5M | 0.00% | −12,345−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 534,160 | $10.5M | 0.02% | −9,149−1.7% | Reduced |
| Bank of America Corp | 575,518 | $11.3M | 0.00% | +6,212+1.1% | Added |
| Morgan Stanley | 616,112 | $12.1M | 0.00% | −199,486−24.5% | Reduced |
| Raymond James Financial Inc | 1,678,256 | $33.0M | 0.01% | +170,612+11.3% | Added |
| 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 |