Eaton Vance Enhanced Equity Income Fund II (EOS) — Institutional Holders, Q2 2026 (page 2)
139 institutional investment managers reported a EOS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $260.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 139. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EOS 13F holders ranked 101–139 of 139
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | SP Asset Management#101 · 9,124 sh | 9,124 | $201.1K | 0.02% | New |
| 102 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#102 · 8,380 sh | 8,380 | $184.7K | <0.01% | +12.8% |
| 103 | HARBOUR INVESTMENTS#103 · 7,250 sh | 7,250 | $159.8K | <0.01% | 0.0% |
| 104 | Axiom Investment Management#104 · 7,160 sh | 7,160 | $157.8K | 0.11% | +17.9% |
| 105 | FIFTH THIRD BANCORP#105 · 4,116 sh | 4,116 | $90.7K | <0.01% | -27.8% |
| 106 | Integrated Wealth Concepts#106 · 4,112 sh | 4,112 | $90.6K | <0.01% | New |
| 107 | Allworth Financial#107 · 4,090 sh | 4,090 | $90.1K | <0.01% | -10.9% |
| 108 | BLUE BELL PRIVATE WEALTH MANAGEMENT#108 · 3,822 sh | 3,822 | $84.2K | 0.01% | +1811.0% |
| 109 | HARBOR INVESTMENT ADVISORY#109 · 3,800 sh | 3,800 | $83.8K | — | 0.0% |
| 110 | Cypress Capital Management (WY)#110 · 3,550 sh | 3,550 | $78.2K | 0.07% | 0.0% |
| 111 | Financial Gravity Companies, (FGCO)#111 · 3,033 sh | 3,033 | $66.8K | 0.01% | — |
| 112 | CGC Financial Services#112 · 3,002 sh | 3,002 | $66.2K | — | 0.0% |
| 113 | Washington Advisors#113 · 2,965 sh | 2,965 | $65.3K | — | 0.0% |
| 114 | American Capital Advisory#114 · 2,725 sh | 2,725 | $60.1K | 0.02% | 0.0% |
| 115 | Cornerstone Planning Group#115 · 2,751 sh | 2,751 | $60.0K | — | +1.3% |
| 116 | AMERIFLEX GROUP#116 · 2,550 sh | 2,550 | $56.2K | 0.02% | -28.2% |
| 117 | Kentucky#117 · 2,225 sh | 2,225 | $49.0K | — | 0.0% |
| 118 | Parallel Advisors#118 · 2,000 sh | 2,000 | $44.1K | <0.01% | 0.0% |
| 119 | EverSource Wealth Advisors#119 · 2,000 sh | 2,000 | $44.1K | <0.01% | +915.2% |
| 120 | Geneos Wealth Management#120 · 1,761 sh | 1,761 | $38.8K | <0.01% | 0.0% |
| 121 | IFG Advisory#121 · 1,645 sh | 1,645 | $36.3K | <0.01% | New |
| 122 | BOKF, NA#122 · 1,500 sh | 1,500 | $33.1K | <0.01% | 0.0% |
| 123 | MCF Advisors#123 · 1,427 sh | 1,427 | $31.5K | <0.01% | 0.0% |
| 124 | CNB Bank#124 · 1,130 sh | 1,130 | $24.9K | <0.01% | 0.0% |
| 125 | ARMSTRONG ADVISORY GROUP#125 · 1,090 sh | 1,090 | $24.0K | — | +2.1% |
| 126 | JONES FINANCIAL COMPANIES LLLP#126 · 1,100 sh | 1,100 | $23.5K | 0.00% | New |
| 127 | Allied Private Wealth#127 · 1,021 sh | 1,021 | $22.4K | 0.01% | — |
| 128 | Fortis Group Advisors#128 · 1,000 sh | 1,000 | $22.0K | <0.01% | 0.0% |
| 129 | CITY HOLDING#129 · 960 sh | 960 | $21.1K | — | 0.0% |
| 130 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#130 · 917 sh | 917 | $20.2K | 0.00% | 0.0% |
| 131 | Physician Wealth Advisors#131 · 820 sh | 820 | $18.1K | — | 0.0% |
| 132 | Institute for Wealth Management#132 · 750 sh | 750 | $16.5K | <0.01% | New |
| 133 | Clearstead Advisors#133 · 618 sh | 618 | $13.6K | <0.01% | New |
| 134 | Piscataqua Savings Bank#134 · 410 sh | 410 | $9.0K | — | 0.0% |
| 135 | Planning Strategies#135 · 400 sh | 400 | $8.8K | — | — |
| 136 | JPMORGAN CHASE#136 · 245 sh | 245 | $5.3K | 0.00% | -22.5% |
| 137 | HIGHLINE WEALTH PARTNERS#137 · 125 sh | 125 | $2.8K | — | 0.0% |
| 138 | ACTION POINT FINANCIAL PLANNING#138 · 112 sh | 112 | $2.5K | <0.01% | New |
| 139 | JFS WEALTH ADVISORS#139 · 89 sh | 89 | $2.0K | <0.01% | New |
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.