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Eaton Vance Enhanced EQ Incm (EOI)

CUSIP: 278274105 | US | Financial Services · Asset Management | Small Cap | 351 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Cambridge Investment Research Advisors, Inc.548,826
0.1% of portfolio›$10.9M
Shaker Financial Services, LLC273,850
1.8% of portfolio›$5.4M
Truist Financial Corp226,471
0.0% of portfolio›$4.5M
Wolverine Asset Management LLC185,254
0.0% of portfolio›$3.7M
Elevation Point Wealth Partners, LLC184,109
0.1% of portfolio›$3.7M
OxenFree Capital LLC91,364
0.8% of portfolio›$1.8M
PMG Family Office LLC85,054
1.6% of portfolio›$1.7M
Lynx Investment Advisory58,730
0.4% of portfolio›$1.2M
Commonwealth Equity Services, LLC47,641
0.0% of portfolio›$946.6K
D.A. Davidson & Co.41,780
0.0% of portfolio›$830.2K
Farther Finance Advisors, LLC39,902
0.0% of portfolio›$792.8K
Guerra PAN Advisors, LLC39,312
0.4% of portfolio›$768.9K
David J Yvars Group37,904
0.3% of portfolio›$753.1K
TPG Advisors LLC37,059
0.4% of portfolio›$736.4K
Allspring Global Investments Holdings, LLC28,508
0.0% of portfolio›$566.5K
Commons Capital, LLC28,068
0.4% of portfolio›$557.7K
Indivisible Partners25,431
0.0% of portfolio›$505.3K
Roman Butler Fullerton & Co22,462
1.0% of portfolio›$4.4M
Ashton Thomas Private Wealth, LLC22,107
0.0% of portfolio›$439.3K
Rhodes Investment Advisors Inc18,650
0.3% of portfolio›$370.6K
Brick & Kyle, Associates18,519
0.1% of portfolio›$368.0K
Wedbush Securities Inc15,709
0.0% of portfolio›$312.0K
Bryn Mawr Trust Advisors, LLC12,500
0.0% of portfolio›$248.4K
TMB Capital Partners, LLC11,535
0.1% of portfolio›$229.2K
Stockman Wealth Management, Inc.11,000
0.0% of portfolio›$218.6K
Horizon Financial Services, LLC6,350
0.0% of portfolio›$126.2K
Larson Financial Group LLC4,735
0.0% of portfolio›$94.1K
Nova Financial LLC3,025
0.0% of portfolio›$60.1K
Lanark Financial, Inc.2,761
0.0% of portfolio›$54.9K
Owl Creek Wealth Partners LLC2,500
0.0% of portfolio›$49.7K
Creative Financial Designs Inc1,852
0.0% of portfolio›$36.8K
Fifth Third Bancorp1,500
0.0% of portfolio›$29.8K
North Star Investment Management Corp.718
0.0% of portfolio›$14.3K
Cassaday & Co Wealth Management LLC570
0.0% of portfolio›$11.3K
US Bancorp \de\274
0.0% of portfolio›$5.4K
Highline Wealth Partners LLC150
0.0% of portfolio›$3.0K
Pinnacle Wealth Planning Services, Inc.46
0.0% of portfolio›$914
Assetmark, Inc24
0.0% of portfolio›$477
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
548,826$10.9M0.1%ETFLowFairfield, IA2026-11-02
Shaker Financial Services, LLC
273,850$5.4M1.8%YieldHighArlington, VA2026-10-14
Truist Financial Corp
226,471$4.5M0.0%CoreLowCharlotte, NC2026-10-30
Wolverine Asset Management LLC
185,254$3.7M0.0%Deep ValueVery HighChicago, IL2026-11-02
Elevation Point Wealth Partners, LLC
184,109$3.7M0.1%CoreHighDenver, CO2026-11-05
OxenFree Capital LLC
91,364$1.8M0.8%N/ALowMelbourne, FL2026-10-07
PMG Family Office LLC
85,054$1.7M1.6%YieldVery LowPlano, TX2026-10-19
Lynx Investment Advisory
58,730$1.2M0.4%ETFLowWashington, Dc, DC2026-10-27
Commonwealth Equity Services, LLC
47,641$946.6K0.0%ETFLowWaltham, MA2026-11-02
D.A. Davidson & Co.
41,780$830.2K0.0%CoreLowGreat Falls, MT2026-10-28
Farther Finance Advisors, LLC
39,902$792.8K0.0%IndexLowSan Francisco, CA2026-10-08
Guerra PAN Advisors, LLC
39,312$768.9K0.4%GrowthVery LowMontclair, NJ2026-10-26
David J Yvars Group
37,904$753.1K0.3%GrowthLowUniversity Park, FL2026-10-09
TPG Advisors LLC
37,059$736.4K0.4%ETFVery LowNorthfield, IL2026-10-16
Allspring Global Investments Holdings, LLC
28,508$566.5K0.0%CoreMediumCharlotte, NC2026-11-04
Commons Capital, LLC
28,068$557.7K0.4%GrowthMediumNeedham, MA2026-11-05
Indivisible Partners
25,431$505.3K0.0%GrowthMediumClearwater, FL2026-10-26
Roman Butler Fullerton & Co
22,462$4.4M1.0%GrowthMediumSt Louis, MO2026-10-27
Ashton Thomas Private Wealth, LLC
22,107$439.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Rhodes Investment Advisors Inc
18,650$370.6K0.3%CoreMediumFort Worth, TX2026-10-07
Brick & Kyle, Associates
18,519$368.0K0.1%GrowthLowNewtown, PA2026-11-05
Wedbush Securities Inc
15,709$312.0K0.0%CoreLowPasadena, CA2026-10-22
Bryn Mawr Trust Advisors, LLC
12,500$248.4K0.0%CoreLowPhiladelphia, PA2026-11-04
TMB Capital Partners, LLC
11,535$229.2K0.1%MomentumMediumLittle Rock, AR2026-10-20
Stockman Wealth Management, Inc.
11,000$218.6K0.0%CoreLowBillings, MT2026-10-27
Horizon Financial Services, LLC
6,350$126.2K0.0%ETFLowWinston Salem, NC2026-11-04
Larson Financial Group LLC
4,735$94.1K0.0%GrowthLowSt Louis, MO2026-11-05
Nova Financial LLC
3,025$60.1K0.0%N/AN/ATucson, AZ2026-11-04
Lanark Financial, Inc.
2,761$54.9K0.0%CoreMediumBirmingham, AL2026-10-26
Owl Creek Wealth Partners LLC
2,500$49.7K0.0%IndexLowGreenwood Village, CO2026-10-20
Creative Financial Designs Inc
1,852$36.8K0.0%ETFMediumKokomo, IN2026-11-04
Fifth Third Bancorp
1,500$29.8K0.0%IndexVery LowCincinnati, OH2026-11-05
North Star Investment Management Corp.
718$14.3K0.0%CoreLowChicago, IL2026-10-27
Cassaday & Co Wealth Management LLC
570$11.3K0.0%ETFVery LowMclean, VA2026-10-27
US Bancorp \de\
274$5.4K0.0%IndexLowMinneapolis, MN2026-11-05
Highline Wealth Partners LLC
150$3.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Pinnacle Wealth Planning Services, Inc.
46$9140.0%GARPLowMansfield, OH2026-10-27
Assetmark, Inc
24$4770.0%ETFLowConcord, CA2026-10-21