DOSSIER · 13F Holders · Q2 2026
EOS

EATON VANCE ENHANCED EQUITY

148 institutions still hold EATON VANCE ENHANCED EQUITY as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 278277108·148 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$195M
visible holders
Holders
148
filers reporting
Concentration
13.97%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

148 institutions reported EOS in Q2 2026. MORGAN STANLEY leads at 14.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$27M1.2M0.00%Q2 2026
02
BANK OF AMERICA CORP /DE/
CIK 0000070858
$24M1.1M0.00%Q2 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M759K0.00%Q2 2026
04
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$16M739K0.10%Q2 2026
05
Invesco Ltd.
CIK 0000914208
$16M723K0.00%Q2 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M677K0.00%Q2 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$15M661K0.02%Q2 2026
08
LPL Financial LLC
CIK 0001403438
$10M432K0.00%Q2 2026
09
UBS Group AG
CIK 0001610520
$8M385K0.00%Q2 2026
10
ROYAL BANK OF CANADA
CIK 0001000275
$8M381K0.00%Q2 2026
11
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M332K0.01%Q2 2026
12
Shaker Financial Services, LLC
CIK 0001511794
$5M239K1.65%Q2 2026
13
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$5M235K0.05%Q2 2026
14
JBR Co Financial Management Inc
CIK 0002017878
$3M149K1.20%Q2 2026
15
Chung Wu Investment Group, LLC
CIK 0002054278
$3M148K2.14%Q2 2026
16
Larson Financial Group LLC
CIK 0001731061
$3M145K0.08%Q2 2026
17
Rockefeller Capital Management L.P.
CIK 0001739439
$3M143K0.00%Q2 2026
18
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M134K0.00%Q2 2026
19
Advisors Asset Management, Inc.
CIK 0001297376
$3M133K0.05%Q1 2026
20
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M123K0.00%Q2 2026
Page 1 of 8
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Insiders at EATON VANCE ENHANCED EQUITY
Allison Michael ARow Walter A IiiRichardson Duncan WDynner Alan REgalka Ronald M