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Equibles

EOS

Eaton Vance Enhanced Equity Income Fund II
$22.05 -0.05 (-0.23%) At close · Jul 2
Market Cap
$1.18B
Shares
53,316,015

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: 125
Total Value: $225,641,322
Total Shares: 11,028,416
Showing 1–100 of 125 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 125 13F filers · Δ vs Dec 31, 2025
Top Holder
11.0%
Jun 2023 → Mar 2026 · range 11.0% – 16.1%
−0.1 pts
Top 5
41.4%
Jun 2023 → Mar 2026 · range 41.4% – 49.8%
+0.1 pts
Top 10
61.9%
Jun 2023 → Mar 2026 · range 61.9% – 67.8%
−2.0 pts
HHI
493
Jun 2023 → Mar 2026 · range 493 – 665
Broadly held−15

Quarterly Activity

vs Dec 31, 2025
New
9
Increased
48
Decreased
34
Sold Out
21
Unchanged
34
Holder count: -12
Institutional value: -15.3%
Shares held: -3.1%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Shaker Financial Services, LLC +90,687 275,672
Mid WOLVERINE ASSET MANAGEMENT LLC +82,145 244,924
Mega WELLS FARGO & COMPANY/MN +49,891 769,232
Large COHEN & STEERS, INC. +40,000 129,355
Small 1607 Capital Partners, LLC +36,948 128,981

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large OSAIC HOLDINGS, INC. −347,182 300,152
Mid Advisors Asset Management, Inc. −81,936 132,730
Mega BANK OF AMERICA CORP /DE/ −69,647 1,134,517
Large GUGGENHEIM CAPITAL LLC −63,648 728,260
Large Cetera Investment Advisers −57,247 113,944

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Karpus Management, Inc. 110,532 $2,261,484
Mid Virtu Financial LLC 17,075 $349,354
Mid B. Riley Wealth Advisors, Inc. 10,694 $218,799
Mid Western Wealth Management, LLC 6,960 $142,401
Small Axiom Investment Management LLC 6,074 $124,266

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small Global Assets Advisory, LLC 66,312 $1,552,363
Mid J.W. COLE ADVISORS, INC. 19,603 $458,906
Micro Discipline Wealth Solutions, LLC 13,391 $313,483
Small Signal Advisors Wealth, LLC 11,322 $265,048
Small Strong Retirement Solutions LLC 11,322 $265,048
Filter: New 9 Increased 48 Reduced 34 Sold out 21 Unchanged 34
Showing 100 of 125
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $24,829,232 11.00% 1,213,550
Mega BANK OF AMERICA CORP /DE/ Bank $23,212,217 10.29% 1,134,517
Mega WELLS FARGO & COMPANY/MN $15,738,486 6.98% 769,232
Large GUGGENHEIM CAPITAL LLC $14,900,199 6.60% 728,260
Mega Invesco Ltd. $14,792,784 6.56% 723,010
Mega RAYMOND JAMES FINANCIAL INC $14,311,339 6.34% 699,479
Mega UBS Group AG $8,759,805 3.88% 428,143
Mega LPL Financial LLC $8,444,353 3.74% 412,725
Mega ROYAL BANK OF CANADA Bank $7,495,867 3.32% 366,367
Large COMMONWEALTH EQUITY SERVICES, LLC $7,141,440 3.16% 349,044
Large OSAIC HOLDINGS, INC. $6,141,109 2.72% 300,152
Small Shaker Financial Services, LLC $5,640,249 2.50% 275,672
Mid WOLVERINE ASSET MANAGEMENT LLC $5,011,145 2.22% 244,924
Micro Chung Wu Investment Group, LLC $3,218,562 1.43% 157,310
Mid Larson Financial Group LLC $2,905,094 1.29% 141,989
Small JBR Co Financial Management Inc $2,801,096 1.24% 136,906
Mid Advisors Asset Management, Inc. $2,715,655 1.20% 132,730
Large COHEN & STEERS, INC. $2,646,603 1.17% 129,355
Small 1607 Capital Partners, LLC $2,638,951 1.17% 128,981
Mega AMERIPRISE FINANCIAL INC $2,541,090 1.13% 124,198
Large Rockefeller Capital Management L.P. $2,474,227 1.10% 120,930
Large Cetera Investment Advisers $2,331,294 1.03% 113,944
Mid Karpus Management, Inc. $2,261,484 1.00% 110,532
Micro Fund Advisors of America Inc/FL $2,182,304 0.97% 106,662
Small ROMAN BUTLER FULLERTON & CO $1,733,064 0.77% 84,705
Micro PMG Family Office LLC Family Office $1,724,593 0.76% 84,291
Small Indivisible Partners $1,576,483 0.70% 77,052
Large STIFEL FINANCIAL CORP $1,542,213 0.68% 75,377
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $1,462,560 0.65% 71,484
Small Sunbelt Securities, Inc. Broker-Dealer $1,412,128 0.63% 69,019
Large Kestra Advisory Services, LLC $1,358,196 0.60% 66,383
Small Logan Stone Capital, LLC $1,260,213 0.56% 61,594
Large Steward Partners Investment Advisory, LLC $1,135,939 0.50% 55,520
Mid Private Advisor Group, LLC $1,016,207 0.45% 49,668
Mid OPPENHEIMER & CO INC $926,244 0.41% 45,271
Large Cambridge Investment Research Advisors, Inc. $904,577 0.40% 44,212
Large Calamos Advisors LLC $848,026 0.38% 41,448
Mid Kovack Advisors, Inc. $839,514 0.37% 41,032
Small TBH Global Asset Management, LLC $807,638 0.36% 39,474
Mega TWO SIGMA INVESTMENTS, LP $771,710 0.34% 37,718
Small Chancellor Financial Group WB LP $713,624 0.32% 34,879
Large Corient Private Wealth LLC $704,028 0.31% 34,410
Mid Stratos Wealth Partners, LTD. $666,218 0.30% 32,562
Mid D.A. DAVIDSON & CO. $657,257 0.29% 32,124
Large TRUIST FINANCIAL CORP $650,975 0.29% 31,817
Large &PARTNERS $581,391 0.26% 28,416
Large NewEdge Advisors, LLC $573,043 0.25% 28,008
Large Jefferies Financial Group Inc. $550,639 0.24% 26,913
Mid World Investment Advisors $541,821 0.24% 26,482
Small Tyche Wealth Partners LLC $540,655 0.24% 26,425
Micro City Center Advisors, LLC $540,164 0.24% 26,401
Mid Farther Finance Advisors, LLC $522,814 0.23% 25,553
Mega ENVESTNET ASSET MANAGEMENT INC $490,896 0.22% 23,993
Small NBC SECURITIES, INC. Broker-Dealer $487,971 0.22% 23,850
Mid Summit Financial, LLC $468,022 0.21% 22,875
Mid Savant Capital, LLC $466,897 0.21% 22,820
Large HighTower Advisors, LLC $458,631 0.20% 22,416
Micro Compass Planning Associates Inc $456,974 0.20% 22,335
Mega JANE STREET GROUP, LLC $438,846 0.19% 21,449
Large Creative Planning $413,823 0.18% 20,226
Large Janney Montgomery Scott LLC $403,553 0.18% 19,724
Small Ameritas Advisory Services, LLC $393,179 0.17% 19,217
Mid Sanctuary Advisors, LLC $381,169 0.17% 18,630
Small COMMONS CAPITAL, LLC $371,308 0.16% 18,148
Small Colonial Trust Co / SC Bank $363,451 0.16% 17,764
Mid Virtu Financial LLC $349,354 0.15% 17,075
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $337,590 0.15% 16,500
Small Formidable Asset Management, LLC $337,058 0.15% 16,474
Small FLAGSHIP HARBOR ADVISORS, LLC $309,907 0.14% 15,147
Small Cordgrass Capital Advisors, LLC $305,815 0.14% 14,947
Mega PNC FINANCIAL SERVICES GROUP, INC. $289,078 0.13% 14,129
Small Costello Asset Management, INC $287,278 0.13% 14,041
Mid UMB Bank, n.a. $274,921 0.12% 13,437
Micro Fairman Group, LLC $265,980 0.12% 13,000
Small Empirical Asset Management, LLC $264,854 0.12% 12,945
Large Baird Financial Group, Inc. $257,939 0.11% 12,607
Small Diversified Enterprises, LLC $253,560 0.11% 12,393
Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $249,632 0.11% 12,201
Mid Perigon Wealth Management, LLC $246,890 0.11% 12,067
Small WEALTH EFFECTS LLC $227,822 0.10% 11,135
Large Mariner, LLC $219,208 0.10% 10,714
Mid B. Riley Wealth Advisors, Inc. $218,799 0.10% 10,694
Micro Altus Wealth Group LLC $218,246 0.10% 10,667
Mid Spire Wealth Management $217,694 0.10% 10,640
Mega NEUBERGER BERMAN GROUP LLC $216,876 0.10% 10,600
Small Shulman DeMeo Asset Management LLC $215,587 0.10% 10,537
Micro Burk Holdings LLC $210,206 0.09% 10,274
Mid WESBANCO BANK INC Bank $209,837 0.09% 10,256
Small Stockman Wealth Management, Inc. $204,600 0.09% 10,000
Large US BANCORP \DE\ Bank $201,223 0.09% 9,835
Mid Advisory Services Network, LLC $191,321 0.08% 9,351
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $152,058 0.07% 7,432
Mid HARBOUR INVESTMENTS, INC. $148,335 0.07% 7,250
Mid Western Wealth Management, LLC $142,401 0.06% 6,960
Small Axiom Investment Management LLC $124,266 0.06% 6,074
Large FIFTH THIRD BANCORP Bank $116,642 0.05% 5,701
Mid Allworth Financial LP $93,952 0.04% 4,592
Small HARBOR INVESTMENT ADVISORY, LLC $77,748 0.03% 3,800
Micro Cypress Capital Management LLC (WY) $72,633 0.03% 3,550
Small AMERIFLEX GROUP, INC. $72,633 0.03% 3,550
Key facts CIK 1308335 CUSIP 278277108

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