13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
EOS

EATON VANCE ENHANCED EQUITY

134 institutions still hold EATON VANCE ENHANCED EQUITY as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 278277108·134 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.1%
vs prior quarter
13F value held
$176M
63.0% inst. owned
of float
Holders
134
+16 QoQ
filers reporting
Activity
+51 / −32
+848 added · −764 reduced
this quarter
Concentration
14.10%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

134 institutions reported EOS in Q1 2026. MORGAN STANLEY leads at 14.1% of the visible book. +16 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$25M1.2M0.00%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$23M1.1M0.00%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$16M769K0.00%Q1 202604
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$15M728K0.12%Q1 202605
Invesco Ltd.
CIK 0000914208
$15M723K0.00%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M699K0.00%Q1 202607
UBS Group AG
CIK 0001610520
$9M428K0.00%Q1 202608
LPL Financial LLC
CIK 0001403438
$8M413K0.00%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$7M366K0.00%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M349K0.01%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M300K0.01%Q1 202612
Shaker Financial Services, LLC
CIK 0001511794
$6M276K1.97%Q1 202613
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$5M245K0.05%Q1 202614
Chung Wu Investment Group, LLC
CIK 0002054278
$3M157K2.77%Q1 202615
JBR Co Financial Management Inc
CIK 0002017878
$3M137K1.34%Q1 202616
Larson Financial Group LLC
CIK 0001731061
$3M142K0.09%Q1 202617
Advisors Asset Management, Inc.
CIK 0001297376
$3M133K0.05%Q1 202618
1607 Capital Partners, LLC
CIK 0001436866
$3M129K0.19%Q1 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M124K0.00%Q1 202620
Rockefeller Capital Management L.P.
CIK 0001739439
$2M121K0.00%Q1 2026
Page 1 of 7
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