Eaton Vance Enhanced EQ Incm (EOI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Cambridge Investment Research Advisors, Inc.

INCREASED

Shares548,826 from 534,160

Change+14,666 (+3%)

Value$10.9M (+$403.0K)

Filed 2026-11-02

LPL Financial LLC

INCREASED

Shares430,553 from 374,206

Change+56,347 (+15%)

Value$8.6M (+$1.2M)

Filed 2026-11-06

Shaker Financial Services, LLC

DECREASED

Shares273,850 from 309,881

Change-36,031 (-12%)

Value$5.4M (-$650.9K)

Filed 2026-10-14

Truist Financial Corp

INCREASED

Shares226,471 from 217,008

Change+9,463 (+4%)

Value$4.5M (+$233.6K)

Filed 2026-10-30

Wolverine Asset Management LLC

INCREASED

Shares185,254 from 155,693

Change+29,561 (+19%)

Value$3.7M (+$620.1K)

Filed 2026-11-02

Elevation Point Wealth Partners, LLC

DECREASED

Shares184,109 from 184,826

Change-717 (0%)

Value$3.7M (+$24.6K)

Filed 2026-11-05

OxenFree Capital LLC

DECREASED

Shares91,364 from 92,825

Change-1,461 (-2%)

Value$1.8M (-$9.7K)

Filed 2026-10-07

Allworth Financial LP

INCREASED

Shares89,525 from 88,002

Change+1,523 (+2%)

Value$1.8M (+$29.9K)

Filed 2026-11-06

PMG Family Office LLC

INCREASED

Shares85,054 from 84,502

Change+552 (+1%)

Value$1.7M (+$28.7K)

Filed 2026-10-19

Lynx Investment Advisory

INCREASED

Shares58,730 from 55,505

Change+3,225 (+6%)

Value$1.2M (+$75.7K)

Filed 2026-10-27

Commonwealth Equity Services, LLC

DECREASED

Shares47,641 from 48,047

Change-406 (-1%)

Value$946.6K (+$2.0K)

Filed 2026-11-02

D.A. Davidson & Co.

INCREASED

Shares41,780 from 41,672

Change+108 (+0%)

Value$830.2K (+$10.9K)

Filed 2026-10-28

Farther Finance Advisors, LLC

INCREASED

Shares39,902 from 31,966

Change+7,936 (+25%)

Value$792.8K (+$164.4K)

Filed 2026-10-08

Guerra PAN Advisors, LLC

UNCHANGED

Shares39,312 from 39,312

Change0 (0%)

Value$768.9K (-$3.9K)

Filed 2026-10-26

David J Yvars Group

INCREASED

Shares37,904 from 33,185

Change+4,719 (+14%)

Value$753.1K (+$100.7K)

Filed 2026-10-09

TPG Advisors LLC

DECREASED

Shares37,059 from 96,020

Change-58,961 (-61%)

Value$736.4K (-$1.2M)

Filed 2026-10-16

Allspring Global Investments Holdings, LLC

NEW

Shares28,508

Change+28,508

Value$566.5K

Filed 2026-11-04

Commons Capital, LLC

INCREASED

Shares28,068 from 27,766

Change+302 (+1%)

Value$557.7K (+$11.8K)

Filed 2026-11-05

Indivisible Partners

INCREASED

Shares25,431 from 12,777

Change+12,654 (+99%)

Value$505.3K (+$254.1K)

Filed 2026-10-26

Roman Butler Fullerton & Co

DECREASED

Shares22,462 from 218,581

Change-196,119 (-90%)

Value$4.4M (-$569)

Filed 2026-10-27

Ashton Thomas Private Wealth, LLC

NEW

Shares22,107

Change+22,107

Value$439.3K

Filed 2026-11-03

Rhodes Investment Advisors Inc

INCREASED

Shares18,650 from 18,275

Change+375 (+2%)

Value$370.6K (+$11.3K)

Filed 2026-10-07

Brick & Kyle, Associates

DECREASED

Shares18,519 from 20,269

Change-1,750 (-9%)

Value$368.0K (-$12.7K)

Filed 2026-11-05

Wedbush Securities Inc

INCREASED

Shares15,709 from 15,703

Change+6 (+0%)

Value$312.0K (+$3.0K)

Filed 2026-10-22

Bryn Mawr Trust Advisors, LLC

UNCHANGED

Shares12,500 from 12,500

Change0 (0%)

Value$248.4K (+$2.6K)

Filed 2026-11-04

TMB Capital Partners, LLC

INCREASED

Shares11,535 from 11,304

Change+231 (+2%)

Value$229.2K (+$7.0K)

Filed 2026-10-20

Stockman Wealth Management, Inc.

UNCHANGED

Shares11,000 from 11,000

Change0 (0%)

Value$218.6K (+$2.3K)

Filed 2026-10-27

Horizon Financial Services, LLC

UNCHANGED

Shares6,350 from 6,350

Change0 (0%)

Value$126.2K (+$1.3K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

UNCHANGED

Shares4,856 from 4,856

Change0 (0%)

Value$96.5K (+$1.0K)

Filed 2026-11-06

Larson Financial Group LLC

UNCHANGED

Shares4,735 from 4,735

Change0 (0%)

Value$94.1K (+$994)

Filed 2026-11-05

Nova Financial LLC

NEW

Shares3,025

Change+3,025

Value$60.1K

Filed 2026-11-04

Lanark Financial, Inc.

INCREASED

Shares2,761 from 2,736

Change+25 (+1%)

Value$54.9K (+$1.1K)

Filed 2026-10-26

Owl Creek Wealth Partners LLC

NEW

Shares2,500

Change+2,500

Value$49.7K

Filed 2026-10-20

Creative Financial Designs Inc

UNCHANGED

Shares1,852 from 1,852

Change0 (0%)

Value$36.8K (+$389)

Filed 2026-11-04

Fifth Third Bancorp

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$29.8K (+$315)

Filed 2026-11-05

North Star Investment Management Corp.

UNCHANGED

Shares718 from 718

Change0 (0%)

Value$14.3K (+$151)

Filed 2026-10-27

Cassaday & Co Wealth Management LLC

NEW

Shares570

Change+570

Value$11.3K

Filed 2026-10-27

US Bancorp \de\

UNCHANGED

Shares274 from 274

Change0 (0%)

Value$5.4K (+$57)

Filed 2026-11-05

Highline Wealth Partners LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$3.0K (+$32)

Filed 2026-10-19

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$914 (+$10)

Filed 2026-10-27

Assetmark, Inc

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$477 (+$5)

Filed 2026-10-21

J.W. Cole Advisors, Inc.

CLOSED

Shares0 from 11,883

Change-11,883 (-100%)

Value$0 (-$233.6K)

Filed 2026-11-05

Axiom Investment Management LLC

CLOSED

Shares0 from 7,144

Change-7,144 (-100%)

Value$0 (-$140.5K)

Filed 2026-11-03

Bullseye Investment Management, LLC

CLOSED

Shares0 from 1,300

Change-1,300 (-100%)

Value$0 (-$25.6K)

Filed 2026-10-29

Barrett & Company, Inc.

CLOSED

Shares0 from 750

Change-750 (-100%)

Value$0 (-$14.7K)

Filed 2026-10-22

IFP Advisors, Inc

CLOSED

Shares0 from 90

Change-90 (-100%)

Value$0 (-$1.8K)

Filed 2026-10-16

Raymond James Financial Inc

N/A

Shares— from 1,678,256

Change-1,678,256 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 616,112

Change-616,112 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 575,518

Change-575,518 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 532,902

Change-532,902 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 490,844

Change-490,844 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 450,145

Change-450,145 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 218,542

Change-218,542 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 211,996

Change-211,996 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 202,090

Change-202,090 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 182,526

Change-182,526 (-100%)

Value—

UBS Group AG

N/A

Shares— from 181,878

Change-181,878 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 147,242

Change-147,242 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 140,937

Change-140,937 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 73,852

Change-73,852 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 72,073

Change-72,073 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 48,976

Change-48,976 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 48,327

Change-48,327 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 47,654

Change-47,654 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 44,685

Change-44,685 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 43,599

Change-43,599 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 36,245

Change-36,245 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 23,257

Change-23,257 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 20,874

Change-20,874 (-100%)

Value—

&partners

N/A

Shares— from 18,155

Change-18,155 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 17,008

Change-17,008 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 16,353

Change-16,353 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 12,755

Change-12,755 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 12,360

Change-12,360 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 11,661

Change-11,661 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 10,114

Change-10,114 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 5,572

Change-5,572 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 5,541

Change-5,541 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 5,376

Change-5,376 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 4,800

Change-4,800 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4,679

Change-4,679 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 3,853

Change-3,853 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 2,084

Change-2,084 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,078

Change-1,078 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 916

Change-916 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 618

Change-618 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 530

Change-530 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 509

Change-509 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 470

Change-470 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 200

Change-200 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 116

Change-116 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 20

Change-20 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Cambridge Investment Research Advisors, Inc.	INCREASED	548,826	534,160	+14,666	+3%	$10.5M	$10.9M	+$403.0K	2026-11-02
LPL Financial LLC	INCREASED	430,553	374,206	+56,347	+15%	$7.4M	$8.6M	+$1.2M	2026-11-06
Shaker Financial Services, LLC	DECREASED	273,850	309,881	-36,031	-12%	$6.1M	$5.4M	-$650.9K	2026-10-14
Truist Financial Corp	INCREASED	226,471	217,008	+9,463	+4%	$4.3M	$4.5M	+$233.6K	2026-10-30
Wolverine Asset Management LLC	INCREASED	185,254	155,693	+29,561	+19%	$3.1M	$3.7M	+$620.1K	2026-11-02
Elevation Point Wealth Partners, LLC	DECREASED	184,109	184,826	-717	0%	$3.6M	$3.7M	+$24.6K	2026-11-05
OxenFree Capital LLC	DECREASED	91,364	92,825	-1,461	-2%	$1.8M	$1.8M	-$9.7K	2026-10-07
Allworth Financial LP	INCREASED	89,525	88,002	+1,523	+2%	$1.7M	$1.8M	+$29.9K	2026-11-06
PMG Family Office LLC	INCREASED	85,054	84,502	+552	+1%	$1.7M	$1.7M	+$28.7K	2026-10-19
Lynx Investment Advisory	INCREASED	58,730	55,505	+3,225	+6%	$1.1M	$1.2M	+$75.7K	2026-10-27
Commonwealth Equity Services, LLC	DECREASED	47,641	48,047	-406	-1%	$944.6K	$946.6K	+$2.0K	2026-11-02
D.A. Davidson & Co.	INCREASED	41,780	41,672	+108	+0%	$819.3K	$830.2K	+$10.9K	2026-10-28
Farther Finance Advisors, LLC	INCREASED	39,902	31,966	+7,936	+25%	$628.5K	$792.8K	+$164.4K	2026-10-08
Guerra PAN Advisors, LLC	UNCHANGED	39,312	39,312	0	0%	$772.9K	$768.9K	-$3.9K	2026-10-26
David J Yvars Group	INCREASED	37,904	33,185	+4,719	+14%	$652.4K	$753.1K	+$100.7K	2026-10-09
TPG Advisors LLC	DECREASED	37,059	96,020	-58,961	-61%	$1.9M	$736.4K	-$1.2M	2026-10-16
Allspring Global Investments Holdings, LLC	NEW	28,508	—	+28,508	—	—	$566.5K	—	2026-11-04
Commons Capital, LLC	INCREASED	28,068	27,766	+302	+1%	$545.9K	$557.7K	+$11.8K	2026-11-05
Indivisible Partners	INCREASED	25,431	12,777	+12,654	+99%	$251.2K	$505.3K	+$254.1K	2026-10-26
Roman Butler Fullerton & Co	DECREASED	22,462	218,581	-196,119	-90%	$4.4M	$4.4M	-$569	2026-10-27
Ashton Thomas Private Wealth, LLC	NEW	22,107	—	+22,107	—	—	$439.3K	—	2026-11-03
Rhodes Investment Advisors Inc	INCREASED	18,650	18,275	+375	+2%	$359.3K	$370.6K	+$11.3K	2026-10-07
Brick & Kyle, Associates	DECREASED	18,519	20,269	-1,750	-9%	$380.6K	$368.0K	-$12.7K	2026-11-05
Wedbush Securities Inc	INCREASED	15,709	15,703	+6	+0%	$309.0K	$312.0K	+$3.0K	2026-10-22
Bryn Mawr Trust Advisors, LLC	UNCHANGED	12,500	12,500	0	0%	$245.8K	$248.4K	+$2.6K	2026-11-04
TMB Capital Partners, LLC	INCREASED	11,535	11,304	+231	+2%	$222.2K	$229.2K	+$7.0K	2026-10-20
Stockman Wealth Management, Inc.	UNCHANGED	11,000	11,000	0	0%	$216.3K	$218.6K	+$2.3K	2026-10-27
Horizon Financial Services, LLC	UNCHANGED	6,350	6,350	0	0%	$124.8K	$126.2K	+$1.3K	2026-11-04
PNC Financial Services Group, Inc.	UNCHANGED	4,856	4,856	0	0%	$95.5K	$96.5K	+$1.0K	2026-11-06
Larson Financial Group LLC	UNCHANGED	4,735	4,735	0	0%	$93.1K	$94.1K	+$994	2026-11-05
Nova Financial LLC	NEW	3,025	—	+3,025	—	—	$60.1K	—	2026-11-04
Lanark Financial, Inc.	INCREASED	2,761	2,736	+25	+1%	$53.8K	$54.9K	+$1.1K	2026-10-26
Owl Creek Wealth Partners LLC	NEW	2,500	—	+2,500	—	—	$49.7K	—	2026-10-20
Creative Financial Designs Inc	UNCHANGED	1,852	1,852	0	0%	$36.4K	$36.8K	+$389	2026-11-04
Fifth Third Bancorp	UNCHANGED	1,500	1,500	0	0%	$29.5K	$29.8K	+$315	2026-11-05
North Star Investment Management Corp.	UNCHANGED	718	718	0	0%	$14.1K	$14.3K	+$151	2026-10-27
Cassaday & Co Wealth Management LLC	NEW	570	—	+570	—	—	$11.3K	—	2026-10-27
US Bancorp \de\	UNCHANGED	274	274	0	0%	$5.4K	$5.4K	+$57	2026-11-05
Highline Wealth Partners LLC	UNCHANGED	150	150	0	0%	$2.9K	$3.0K	+$32	2026-10-19
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	46	46	0	0%	$904	$914	+$10	2026-10-27
Assetmark, Inc	UNCHANGED	24	24	0	0%	$472	$477	+$5	2026-10-21
J.W. Cole Advisors, Inc.	CLOSED	0	11,883	-11,883	-100%	$233.6K	$0	-$233.6K	2026-11-05
Axiom Investment Management LLC	CLOSED	0	7,144	-7,144	-100%	$140.5K	$0	-$140.5K	2026-11-03
Bullseye Investment Management, LLC	CLOSED	0	1,300	-1,300	-100%	$25.6K	$0	-$25.6K	2026-10-29
Barrett & Company, Inc.	CLOSED	0	750	-750	-100%	$14.7K	$0	-$14.7K	2026-10-22
IFP Advisors, Inc	CLOSED	0	90	-90	-100%	$1.8K	$0	-$1.8K	2026-10-16
Raymond James Financial Inc	N/A	—	1,678,256	-1,678,256	-100%	$33.0M	—	—	—
Morgan Stanley	N/A	—	616,112	-616,112	-100%	$12.1M	—	—	—
Bank of America Corp	N/A	—	575,518	-575,518	-100%	$11.3M	—	—	—
Wells Fargo & Company	N/A	—	532,902	-532,902	-100%	$10.5M	—	—	—
Focus Partners Wealth	N/A	—	490,844	-490,844	-100%	$9.6M	—	—	—
Invesco Ltd.	N/A	—	450,145	-450,145	-100%	$8.8M	—	—	—
Ameriprise Financial Inc	N/A	—	218,542	-218,542	-100%	$4.3M	—	—	—
Guggenheim Capital LLC	N/A	—	211,996	-211,996	-100%	$4.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	202,090	-202,090	-100%	$4.0M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	182,526	-182,526	-100%	$3.6M	—	—	—
UBS Group AG	N/A	—	181,878	-181,878	-100%	$3.6M	—	—	—
Royal Bank of Canada	N/A	—	147,242	-147,242	-100%	$2.9M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	140,937	-140,937	-100%	$2.8M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	73,852	-73,852	-100%	$1.5M	—	—	—
Cetera Investment Advisers	N/A	—	72,073	-72,073	-100%	$1.4M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	48,976	-48,976	-100%	$962.9K	—	—	—
EP Wealth Advisors, LLC	N/A	—	48,327	-48,327	-100%	$950.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	47,654	-47,654	-100%	$936.9K	—	—	—
HighTower Advisors, LLC	N/A	—	44,685	-44,685	-100%	$878.5K	—	—	—
Stifel Financial Corp	N/A	—	43,599	-43,599	-100%	$857.1K	—	—	—
Readystate Asset Management LP	N/A	—	36,245	-36,245	-100%	$712.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	23,257	-23,257	-100%	$457.2K	—	—	—
WCG Wealth Advisors LLC	N/A	—	20,874	-20,874	-100%	$410.4K	—	—	—
&partners	N/A	—	18,155	-18,155	-100%	$356.9K	—	—	—
XTX Topco Ltd	N/A	—	17,008	-17,008	-100%	$334.4K	—	—	—
NorthRock Partners, LLC	N/A	—	16,353	-16,353	-100%	$321.5K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	12,755	-12,755	-100%	$250.8K	—	—	—
Mariner, LLC	N/A	—	12,360	-12,360	-100%	$243.0K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	11,661	-11,661	-100%	$229.3K	—	—	—
IEQ Capital, LLC	N/A	—	11,000	-11,000	-100%	$216.3K	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	10,114	-10,114	-100%	$198.8K	—	—	—
Colonial Trust Co / SC	N/A	—	7,000	-7,000	-100%	$135.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	5,572	-5,572	-100%	$109.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	5,541	-5,541	-100%	$108.9K	—	—	—
Harbour Investments, Inc.	N/A	—	5,376	-5,376	-100%	$105.7K	—	—	—
Hollencrest Capital Management	N/A	—	4,800	-4,800	-100%	$94.4K	—	—	—
JPMorgan Chase & Co	N/A	—	4,679	-4,679	-100%	$90.7K	—	—	—
IFG Advisory, LLC	N/A	—	3,853	-3,853	-100%	$75.7K	—	—	—
Colonial Trust Advisors	N/A	—	2,084	-2,084	-100%	$41.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,078	-1,078	-100%	$20.6K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	916	-916	-100%	$18.0K	—	—	—
LRI Investments, LLC	N/A	—	618	-618	-100%	$12.1K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	530	-530	-100%	$10.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	509	-509	-100%	$9.9K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	470	-470	-100%	$9.2K	—	—	—
ST Germain D J Co Inc	N/A	—	200	-200	-100%	$3.9K	—	—	—
Providence Capital Advisors, LLC	N/A	—	116	-116	-100%	$2.3K	—	—	—
Hantz Financial Services, Inc.	N/A	—	20	-20	-100%	$0	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$20	—	—	—

Showing 95 of 95 institutions