Eaton Vance Enhanced Equity Income Fund (EOI) — Institutional Holders, Q2 2026
92 institutional investment managers reported a EOI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $178.4M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EOI in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Shaker Financial ServicesNew · +309,881 sh+$6.1M
- RAYMOND JAMES FINANCIALAdded · +170,612 sh+$3.4M
- WOLVERINE ASSET MANAGEMENTAdded · +135,190 sh+$2.7M
- Lynx Investment AdvisoryNew · +55,505 sh+$1.1M
- Invesco Ltd.Added · +51,374 sh+$1.0M
Biggest sellers
- Focus Partners WealthTrimmed · -981,721 sh-$19.3M
- MORGAN STANLEYTrimmed · -199,486 sh-$3.9M
- ROYAL BANK OF CANADATrimmed · -189,191 sh-$3.7M
- Farther Finance AdvisorsTrimmed · -60,044 sh-$1.2M
- GUGGENHEIM CAPITALTrimmed · -27,895 sh-$548.4K
EOI 13F holders ranked 1–92 of 92
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL#1 · 1,678,256 sh | 1,678,256 | $33.0M | <0.01% | +11.3% |
| 2 | MORGAN STANLEY#2 · 616,112 sh | 616,112 | $12.1M | <0.01% | -24.5% |
| 3 | BANK OF AMERICA#3 · 575,518 sh | 575,518 | $11.3M | <0.01% | +1.1% |
| 4 | Cambridge Investment Research Advisors#4 · 534,160 sh | 534,160 | $10.5M | 0.02% | -1.7% |
| 5 | WELLS FARGO & COMPANY#5 · 532,902 sh | 532,902 | $10.5M | <0.01% | -2.3% |
| 6 | Focus Partners Wealth#6 · 490,844 sh | 490,844 | $9.6M | <0.01% | -66.7% |
| 7 | Invesco Ltd.#7 · 450,145 sh | 450,145 | $8.8M | <0.01% | +12.9% |
| 8 | LPL Financial#8 · 374,206 sh | 374,206 | $7.4M | <0.01% | +5.3% |
| 9 | Shaker Financial Services#9 · 309,881 sh | 309,881 | $6.1M | — | New |
| 10 | ROMAN BUTLER FULLERTON#10 · 218,581 sh | 218,581 | $4.4M | — | -1.0% |
| 11 | AMERIPRISE FINANCIAL#11 · 218,542 sh | 218,542 | $4.3M | <0.01% | +0.8% |
| 12 | TRUIST FINANCIAL#12 · 217,008 sh | 217,008 | $4.3M | <0.01% | +8.2% |
| 13 | GUGGENHEIM CAPITAL#13 · 211,996 sh | 211,996 | $4.2M | 0.03% | -11.6% |
| 14 | OSAIC#14 · 202,090 sh | 202,090 | $4.0M | <0.01% | +20.2% |
| 15 | Mount Yale Investment Advisors#15 · 184,826 sh | 184,826 | $3.6M | 0.07% | -1.8% |
| 16 | Vestmark Advisory Solutions#16 · 182,526 sh | 182,526 | $3.6M | 0.03% | -1.8% |
| 17 | UBS Group AG#17 · 181,878 sh | 181,878 | $3.6M | <0.01% | -3.6% |
| 18 | WOLVERINE ASSET MANAGEMENT#18 · 155,693 sh | 155,693 | $3.1M | 0.03% | +659.4% |
| 19 | ROYAL BANK OF CANADA#19 · 147,242 sh | 147,242 | $2.9M | <0.01% | -56.2% |
| 20 | Steward Partners Investment Advisory#20 · 140,937 sh | 140,937 | $2.8M | 0.01% | +4.6% |
| 21 | TPG Advisors#21 · 96,020 sh | 96,020 | $1.9M | — | +4.3% |
| 22 | OxenFree Capital#22 · 92,825 sh | 92,825 | $1.8M | — | +15.0% |
| 23 | Allworth Financial#23 · 88,002 sh | 88,002 | $1.7M | <0.01% | -2.4% |
| 24 | PMG Family Office#24 · 84,502 sh | 84,502 | $1.7M | — | +3.5% |
| 25 | Ameritas Advisory Services#25 · 73,852 sh | 73,852 | $1.5M | 0.03% | +36.1% |
| 26 | Cetera Investment Advisers#26 · 72,073 sh | 72,073 | $1.4M | <0.01% | -3.4% |
| 27 | Lynx Investment Advisory#27 · 55,505 sh | 55,505 | $1.1M | 0.36% | New |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#28 · 48,976 sh | 48,976 | $962.9K | <0.01% | +19.6% |
| 29 | EP Wealth Advisors#29 · 48,327 sh | 48,327 | $950.1K | <0.01% | New |
| 30 | COMMONWEALTH EQUITY SERVICES#30 · 48,047 sh | 48,047 | $944.6K | <0.01% | -10.5% |
| 31 | Rockefeller Capital Management L.P.#31 · 47,654 sh | 47,654 | $936.9K | <0.01% | -4.3% |
| 32 | Corient Private Wealth#32 · 46,697 sh | 46,697 | $918.1K | <0.01% | 0.0% |
| 33 | HighTower Advisors#33 · 44,685 sh | 44,685 | $878.5K | <0.01% | -6.1% |
| 34 | STIFEL FINANCIAL#34 · 43,599 sh | 43,599 | $857.1K | <0.01% | -3.0% |
| 35 | D.A. DAVIDSON#35 · 41,672 sh | 41,672 | $819.3K | <0.01% | -0.5% |
| 36 | GUERRA PAN ADVISORS#36 · 39,312 sh | 39,312 | $772.9K | — | -0.6% |
| 37 | READYSTATE ASSET MANAGEMENT#37 · 36,245 sh | 36,245 | $712.6K | <0.01% | New |
| 38 | David J Yvars Group#38 · 33,185 sh | 33,185 | $652.4K | — | +54.3% |
| 39 | Farther Finance Advisors#39 · 31,966 sh | 31,966 | $628.5K | — | -65.3% |
| 40 | COMMONS CAPITAL#40 · 27,766 sh | 27,766 | $545.9K | 0.38% | +13.3% |
| 41 | Sanctuary Advisors#41 · 23,257 sh | 23,257 | $457.2K | <0.01% | -8.0% |
| 42 | WCG Wealth Advisors#42 · 20,874 sh | 20,874 | $410.4K | <0.01% | 0.0% |
| 43 | Brick & Kyle, Associates#43 · 20,269 sh | 20,269 | $380.6K | 0.13% | 0.0% |
| 44 | RHODES INVESTMENT ADVISORS#44 · 18,275 sh | 18,275 | $359.3K | — | +1.6% |
| 45 | WILEY BROS.-AINTREE CAPITAL#45 · 18,155 sh | 18,155 | $356.9K | <0.01% | -1.6% |
| 46 | XTX Topco Ltd#46 · 17,008 sh | 17,008 | $334.4K | <0.01% | New |
| 47 | NorthRock Partners#47 · 16,353 sh | 16,353 | $321.5K | <0.01% | -15.2% |
| 48 | WEDBUSH SECURITIES#48 · 15,703 sh | 15,703 | $309.0K | — | +42.7% |
| 49 | Indivisible Partners#49 · 12,777 sh | 12,777 | $251.2K | — | 0.0% |
| 50 | Stratos Wealth Advisors#50 · 12,755 sh | 12,755 | $250.8K | 0.01% | +1.3% |
| 51 | Bryn Mawr Advisors#51 · 12,500 sh | 12,500 | $245.8K | 0.01% | -16.8% |
| 52 | Mariner#52 · 12,360 sh | 12,360 | $243.0K | <0.01% | New |
| 53 | J.W. COLE ADVISORS#53 · 11,883 sh | 11,883 | $233.6K | <0.01% | New |
| 54 | Stratos Wealth Partners, LTD.#54 · 11,661 sh | 11,661 | $229.3K | <0.01% | -3.8% |
| 55 | TMB Capital Partners#55 · 11,304 sh | 11,304 | $222.2K | — | +2.1% |
| 56 | Stockman Wealth Management#56 · 11,000 sh | 11,000 | $216.3K | 0.02% | 0.0% |
| 57 | IEQ CAPITAL#57 · 11,000 sh | 11,000 | $216.3K | <0.01% | 0.0% |
| 58 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#58 · 10,114 sh | 10,114 | $198.8K | 0.01% | New |
| 59 | Axiom Investment Management#59 · 7,144 sh | 7,144 | $140.5K | 0.09% | +18.0% |
| 60 | Colonial / SC#60 · 7,000 sh | 7,000 | $135.7K | 0.02% | 0.0% |
| 61 | HORIZON FINANCIAL SERVICES#61 · 6,350 sh | 6,350 | $124.8K | 0.05% | New |
| 62 | Geneos Wealth Management#62 · 5,572 sh | 5,572 | $109.5K | <0.01% | -26.4% |
| 63 | NewEdge Advisors#63 · 5,541 sh | 5,541 | $108.9K | <0.01% | New |
| 64 | HARBOUR INVESTMENTS#64 · 5,376 sh | 5,376 | $105.7K | <0.01% | 0.0% |
| 65 | PNC FINANCIAL SERVICES GROUP#65 · 4,856 sh | 4,856 | $95.5K | 0.00% | 0.0% |
| 66 | HOLLENCREST SECURITIES#66 · 4,800 sh | 4,800 | $94.4K | <0.01% | 0.0% |
| 67 | Larson Financial Group#67 · 4,735 sh | 4,735 | $93.1K | <0.01% | 0.0% |
| 68 | JPMORGAN CHASE#68 · 4,679 sh | 4,679 | $90.7K | 0.00% | +22.2% |
| 69 | IFG Advisory#69 · 3,853 sh | 3,853 | $75.7K | <0.01% | New |
| 70 | NBC SECURITIES#70 · 2,736 sh | 2,736 | $53.8K | — | +0.9% |
| 71 | Bullseye Investment Management#71 · 2,600 sh | 2,600 | $51.1K | 0.01% | +92.5% |
| 72 | Colonial Advisors#72 · 2,084 sh | 2,084 | $41.0K | <0.01% | +0.4% |
| 73 | CREATIVE FINANCIAL DESIGNS#73 · 1,852 sh | 1,852 | $36.4K | <0.01% | 0.0% |
| 74 | FIFTH THIRD BANCORP#74 · 1,500 sh | 1,500 | $29.5K | 0.00% | 0.0% |
| 75 | Integrated Wealth Concepts#75 · 1,154 sh | 1,154 | $22.7K | <0.01% | New |
| 76 | JONES FINANCIAL COMPANIES LLLP#76 · 1,078 sh | 1,078 | $20.6K | 0.00% | +2664.1% |
| 77 | VSM Wealth Advisory#77 · 916 sh | 916 | $18.0K | <0.01% | 0.0% |
| 78 | BARRETT & COMPANY#78 · 750 sh | 750 | $14.7K | — | 0.0% |
| 79 | North Star Investment Management#79 · 718 sh | 718 | $14.1K | <0.01% | 0.0% |
| 80 | LRI Investments#80 · 618 sh | 618 | $12.1K | <0.01% | 0.0% |
| 81 | Financial Gravity Companies, (FGCO)#81 · 530 sh | 530 | $10.4K | <0.01% | — |
| 82 | Smartleaf Asset Management#82 · 509 sh | 509 | $9.9K | <0.01% | 0.0% |
| 83 | Strategic Wealth Partners, Ltd.#83 · 470 sh | 470 | $9.2K | <0.01% | 0.0% |
| 84 | US BANCORP \DE\#84 · 274 sh | 274 | $5.4K | 0.00% | 0.0% |
| 85 | ST GERMAIN D J#85 · 200 sh | 200 | $3.9K | <0.01% | 0.0% |
| 86 | HIGHLINE WEALTH PARTNERS#86 · 150 sh | 150 | $2.9K | — | 0.0% |
| 87 | Providence Capital Advisors#87 · 116 sh | 116 | $2.3K | <0.01% | New |
| 88 | IFP Advisors#88 · 90 sh | 90 | $1.8K | — | New |
| 89 | Pinnacle Wealth Planning Services#89 · 46 sh | 46 | $904.00 | <0.01% | 0.0% |
| 90 | ASSETMARK#90 · 24 sh | 24 | $472.00 | — | 0.0% |
| 91 | HUNTINGTON NATIONAL BANK#91 · 1 sh | 1 | $20.00 | 0.00% | 0.0% |
| 92 | HANTZ FINANCIAL SERVICES#92 · 20 sh | 20 | $0.00 | 0.00% | New |
Funds that sold out of EOI in Q2 2026 (6)
Held EOI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Range Advisory16,276 sh | 16,276 | $305.7K |
| JANE STREET GROUP11,365 sh | 11,365 | $213.4K |
| World Investment Advisors10,634 sh | 10,634 | $199.7K |
| Western Wealth Management382 sh | 382 | $7.2K |
| Advisory Services Network275 sh | 275 | $5.2K |
| Quent Capital215 sh | 215 | $4.0K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.