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Eaton Vance Enhanced Equity Income Fund
$19.87 +0.12 (+0.61%) At close · Jul 6
Market Cap
$814.70M
Shares
41,001,748

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 84
Total Value: $180,380,176
Total Shares: 9,604,911

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 84 13F filers · Δ vs Dec 31, 2025
Top Holder
15.7%
Jun 2023 → Mar 2026 · range 9.9% – 16.2%
−0.5 pts
Top 5
51.1%
Jun 2023 → Mar 2026 · range 38.9% – 51.1%
+4.4 pts
Top 10
70.6%
Jun 2023 → Mar 2026 · range 64.1% – 70.7%
+3.7 pts
HHI
741
Jun 2023 → Mar 2026 · range 492 – 741
Broadly held+104

Quarterly Activity

vs Dec 31, 2025
New
10
Increased
27
Decreased
22
Sold Out
14
Unchanged
25
Holder count: -4
Institutional value: -1.9%
Shares held: +7.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large Focus Partners Wealth +692,566 1,472,565
Mega LPL Financial LLC +96,094 355,211
Mid Farther Finance Advisors, LLC +85,735 92,010
Large Steward Partners Investment Advisory, LLC +73,799 134,791
Mega RAYMOND JAMES FINANCIAL INC +55,260 1,507,644

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid WOLVERINE ASSET MANAGEMENT LLC −60,734 20,503
Mega Invesco Ltd. −60,704 398,771
Large OSAIC HOLDINGS, INC. −32,888 168,111
Mega BANK OF AMERICA CORP /DE/ −26,449 569,306
Micro TPG Advisors LLC −14,469 92,053

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid NorthRock Partners, LLC 19,285 $362,172
Mega JANE STREET GROUP, LLC 11,365 $213,434
Small Axiom Investment Management LLC 6,054 $113,685
Mid HARBOUR INVESTMENTS, INC. 5,376 $100,961
Large FIFTH THIRD BANCORP 1,500 $28,170

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid READYSTATE ASSET MANAGEMENT LP 100,290 $2,061,962
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 25,418 $522,592
Mid Ashton Thomas Private Wealth, LLC 21,813 $448,475
Small Shaker Financial Services, LLC 18,473 $379,804
Mid B. Riley Wealth Advisors, Inc. 17,825 $366,482
Filter: New 10 Increased 27 Reduced 22 Sold out 14 Unchanged 25
Showing 84 of 84
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega RAYMOND JAMES FINANCIAL INC $28,313,553 15.70% 1,507,644
Large Focus Partners Wealth $27,654,770 15.33% 1,472,565
Mega MORGAN STANLEY $15,316,929 8.49% 815,598
Mega BANK OF AMERICA CORP /DE/ Bank $10,691,566 5.93% 569,306
Mega WELLS FARGO & COMPANY/MN $10,239,738 5.68% 545,247
Large Cambridge Investment Research Advisors, Inc. $10,203,343 5.66% 543,309
Mega Invesco Ltd. $7,488,918 4.15% 398,771
Mega LPL Financial LLC $6,670,862 3.70% 355,211
Mega ROYAL BANK OF CANADA Bank $6,318,210 3.50% 336,433
Large GUGGENHEIM CAPITAL LLC $4,505,152 2.50% 239,891
Small ROMAN BUTLER FULLERTON & CO $4,147,844 2.30% 220,865
Mega AMERIPRISE FINANCIAL INC $4,071,729 2.26% 216,812
Large TRUIST FINANCIAL CORP $3,767,305 2.09% 200,602
Mega UBS Group AG $3,544,818 1.97% 188,755
Mid ELEVATION POINT WEALTH PARTNERS, LLC $3,535,297 1.96% 188,248
Mid Vestmark Advisory Solutions, Inc. $3,492,084 1.94% 185,947
Large OSAIC HOLDINGS, INC. $3,157,124 1.75% 168,111
Large Steward Partners Investment Advisory, LLC $2,531,374 1.40% 134,791
Micro TPG Advisors LLC $1,728,755 0.96% 92,053
Mid Farther Finance Advisors, LLC $1,727,947 0.96% 92,010
Mid Allworth Financial LP $1,693,167 0.94% 90,158
Micro PMG Family Office LLC Family Office $1,533,518 0.85% 81,657
Micro OxenFree Capital LLC $1,515,752 0.84% 80,711
Large Cetera Investment Advisers $1,401,814 0.78% 74,644
Small Ameritas Advisory Services, LLC $1,019,040 0.56% 54,262
Large COMMONWEALTH EQUITY SERVICES, LLC $1,008,260 0.56% 53,688
Large Rockefeller Capital Management L.P. $935,262 0.52% 49,801
Large HighTower Advisors, LLC $894,097 0.50% 47,609
Large Corient Private Wealth LLC $876,969 0.49% 46,697
Large STIFEL FINANCIAL CORP $844,442 0.47% 44,965
Mid D.A. DAVIDSON & CO. $786,205 0.44% 41,864
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $769,059 0.43% 40,951
Small GUERRA PAN ADVISORS, LLC $743,030 0.41% 39,565
Mid Sanctuary Advisors, LLC $474,720 0.26% 25,278
Small COMMONS CAPITAL, LLC $460,335 0.26% 24,512
Micro David J Yvars Group $403,770 0.22% 21,500
Mid WCG Wealth Advisors LLC $392,013 0.22% 20,874
Mid WOLVERINE ASSET MANAGEMENT LLC $385,046 0.21% 20,503
Small Brick & Kyle, Associates $380,651 0.21% 20,269
Mid NorthRock Partners, LLC $362,172 0.20% 19,285
Large &PARTNERS $346,584 0.19% 18,455
Micro RHODES INVESTMENT ADVISORS INC /ADV $337,852 0.19% 17,990
Mid Bryn Mawr Trust Advisors, LLC $282,056 0.16% 15,019
Small Indivisible Partners $239,952 0.13% 12,777
Small Stratos Wealth Advisors, LLC $236,552 0.13% 12,596
Mid Stratos Wealth Partners, LTD. $227,576 0.13% 12,118
Mega JANE STREET GROUP, LLC $213,434 0.12% 11,365
Small TMB Capital Partners, LLC $208,007 0.12% 11,076
Mid WEDBUSH SECURITIES INC Broker-Dealer $206,730 0.11% 11,008
Small Stockman Wealth Management, Inc. $206,580 0.11% 11,000
Large IEQ CAPITAL, LLC $206,580 0.11% 11,000
Mid World Investment Advisors $199,706 0.11% 10,634
Large CWM, LLC $188,701 0.10% 10,048
Mid Geneos Wealth Management Inc. $142,202 0.08% 7,572
Small Colonial Trust Co / SC Bank $131,460 0.07% 7,000
Small Axiom Investment Management LLC $113,685 0.06% 6,054
Large NewEdge Advisors, LLC $111,872 0.06% 5,957
Mid HARBOUR INVESTMENTS, INC. $100,961 0.06% 5,376
Mega PNC FINANCIAL SERVICES GROUP, INC. $91,195 0.05% 4,856
Mid HOLLENCREST CAPITAL MANAGEMENT $90,144 0.05% 4,800
Mid Larson Financial Group LLC $88,923 0.05% 4,735
Small Sunbelt Securities, Inc. Broker-Dealer $83,195 0.05% 4,430
Mega JPMORGAN CHASE & CO $71,889 0.04% 3,828
Small NBC SECURITIES, INC. Broker-Dealer $50,912 0.03% 2,711
Mid Colonial Trust Advisors $38,968 0.02% 2,075
Small CREATIVE FINANCIAL DESIGNS INC /ADV $34,780 0.02% 1,852
Large FIFTH THIRD BANCORP Bank $28,170 0.02% 1,500
Micro VSM Wealth Advisory, LLC $17,202 0.01% 916
Micro BARRETT & COMPANY, INC. $14,085 0.01% 750
Mid North Star Investment Management Corp. $13,484 0.01% 718
Small LRI Investments, LLC $11,606 0.01% 618
Small Financial Gravity Asset Management, Inc. $9,953 0.01% 530
Mid Smartleaf Asset Management LLC $9,559 0.01% 509
Small Strategic Wealth Partners, Ltd. $8,826 0.00% 470
Mid Western Wealth Management, LLC $7,173 0.00% 382
Mid Advisory Services Network, LLC $5,164 0.00% 275
Large US BANCORP \DE\ Bank $5,145 0.00% 274
Small Quent Capital, LLC $4,037 0.00% 215
Mid ST GERMAIN D J CO INC $3,756 0.00% 200
Small HIGHLINE WEALTH PARTNERS LLC $2,817 0.00% 150
Small Pinnacle Wealth Planning Services, Inc. $863 0.00% 46
Large JONES FINANCIAL COMPANIES LLLP $732 0.00% 39
Large ASSETMARK, INC $450 0.00% 24
Large HUNTINGTON NATIONAL BANK Bank $18 0.00% 1
Key facts CIK 1300391 CUSIP 278274105 13F (30d) 1 filings 1 filers

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