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Eaton Vance ENH EQT Inc II (EOS)

CUSIP: 278277108 | US | Financial Services · Asset Management | Small Cap | 439 institutional holders

Quarters

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

Wolverine Asset Management LLC339,442
0.0% of portfolio›$7.2M
Commonwealth Equity Services, LLC327,133
0.0% of portfolio›$7.0M
Shaker Financial Services, LLC253,907
1.8% of portfolio›$5.4M
Allspring Global Investments Holdings, LLC164,410
0.0% of portfolio›$3.5M
Larson Financial Group LLC152,384
0.1% of portfolio›$3.2M
JBR Co Financial Management Inc147,895
1.3% of portfolio›$3.3M
Chung Wu Investment Group, LLC145,210
2.3% of portfolio›$3.1M
Park Avenue Securities LLC91,331
0.0% of portfolio›$1.9M
Indivisible Partners89,598
0.1% of portfolio›$1.9M
Roman Butler Fullerton & Co89,174
0.4% of portfolio›$1.9M
PMG Family Office LLC88,220
1.7% of portfolio›$1.9M
Kestra Advisory Services, LLC71,764
0.0% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.51,474
0.0% of portfolio›$1.1M
Oppenheimer & Co Inc49,574
0.0% of portfolio›$1.1M
Lynx Investment Advisory49,323
0.3% of portfolio›$1.1M
TBH Global Asset Management, LLC39,474
0.1% of portfolio›$840.8K
D.A. Davidson & Co.32,124
0.0% of portfolio›$684.2K
Truist Financial Corp31,103
0.0% of portfolio›$662.5K
Davenport & Co LLC29,092
0.0% of portfolio›$619.7K
Todd Wealth Management, LLC27,499
0.4% of portfolio›$585.7K
J.W. Cole Advisors, Inc.26,055
0.0% of portfolio›$555.0K
Lanark Financial, Inc.23,850
0.0% of portfolio›$508.0K
Farther Finance Advisors, LLC23,030
0.0% of portfolio›$490.5K
Creative Planning21,291
0.0% of portfolio›$453.5K
Global Assets Advisory, LLC20,145
0.1% of portfolio›$428.9K
Abel Hall, LLC19,000
0.1% of portfolio›$404.7K
Wesbanco Bank Inc18,331
0.0% of portfolio›$390.5K
Integrated Capital Management, Inc.16,830
0.3% of portfolio›$358.5K
Wealth Enhancement Advisory Services, LLC16,698
0.0% of portfolio›$357.8K
Formidable Asset Management, LLC16,474
0.1% of portfolio›$363.1K
Costello Asset Management, Inc16,047
0.1% of portfolio›$341.8K
Flagship Harbor Advisors, LLC15,147
0.0% of portfolio›$322.6K
Cordgrass Capital Advisors, LLC14,947
0.1% of portfolio›$318.4K
City Center Advisors, LLC13,375
0.2% of portfolio›$284.9K
Diversified Enterprises, LLC12,518
0.0% of portfolio›$266.6K
Discipline Wealth Solutions, LLC12,099
0.0% of portfolio›$257.7K
Compass Planning Associates Inc12,000
0.1% of portfolio›$255.6K
B. Riley Wealth Advisors, Inc.11,249
0.0% of portfolio›$239.6K
Perigon Wealth Management, LLC10,881
0.0% of portfolio›$231.8K
Altus Wealth Group LLC10,812
0.1% of portfolio›$230.3K
Shulman DeMeo Asset Management LLC10,272
0.0% of portfolio›$218.4K
Stockman Wealth Management, Inc.10,000
0.0% of portfolio›$213.0K
Concurrent Investment Advisors, LLC9,979
0.0% of portfolio›$212.5K
US Bancorp \de\9,835
0.0% of portfolio›$209.5K
Burk Holdings LLC9,599
0.1% of portfolio›$204.5K
Spire Wealth Management8,554
0.0% of portfolio›$182.2K
Fairman Group, LLC7,062
0.1% of portfolio›$150.4K
Blue Bell Private Wealth Management, LLC6,322
0.0% of portfolio›$134.7K
Harbor Investment Advisory, LLC3,800
0.0% of portfolio›$80.9K
CGC Financial Services, LLC3,002
0.0% of portfolio›$63.9K
Washington Trust Advisors, Inc.2,965
0.0% of portfolio›$63.2K
American Capital Advisory, LLC2,725
0.0% of portfolio›$58.0K
Kentucky Trust Co2,225
0.0% of portfolio›$47.4K
EverSource Wealth Advisors, LLC2,000
0.0% of portfolio›$42.6K
Parallel Advisors, LLC2,000
0.0% of portfolio›$42.6K
Bokf, NA1,500
0.0% of portfolio›$32.0K
Birch Financial Group, LLC1,181
0.0% of portfolio›$25.1K
Armstrong Advisory Group, Inc1,113
0.0% of portfolio›$23.7K
City Holding Co960
0.0% of portfolio›$20.4K
Cassaday & Co Wealth Management LLC865
0.0% of portfolio›$18.4K
Physician Wealth Advisors, Inc.820
0.0% of portfolio›$17.5K
Meriwether Wealth & Planning, LLC515
0.0% of portfolio›$11.0K
Piscataqua Savings Bank410
0.0% of portfolio›$8.7K
Planning Strategies Inc.400
0.0% of portfolio›$8.5K
Gamma Investing LLC350
0.0% of portfolio›$7.5K
Provenance Wealth Advisors, LLC230
0.0% of portfolio›$4.9K
Highline Wealth Partners LLC125
0.0% of portfolio›$2.7K
JFS Wealth Advisors, LLC89
0.0% of portfolio›$1.9K
Root Financial Partners, LLC40
0.0% of portfolio›$852
StyleTurnoverLocationFiled
Wolverine Asset Management LLC
339,442$7.2M0.0%Deep ValueVery HighChicago, IL2026-11-02
Commonwealth Equity Services, LLC
327,133$7.0M0.0%ETFLowWaltham, MA2026-11-02
Shaker Financial Services, LLC
253,907$5.4M1.8%YieldHighArlington, VA2026-10-14
Allspring Global Investments Holdings, LLC
164,410$3.5M0.0%CoreMediumCharlotte, NC2026-11-04
Larson Financial Group LLC
152,384$3.2M0.1%GrowthLowSt Louis, MO2026-11-05
JBR Co Financial Management Inc
147,895$3.3M1.3%GrowthLowArdmore, OK2026-10-13
Chung Wu Investment Group, LLC
145,210$3.1M2.3%GrowthMediumSugar Land, TX2026-11-03
Park Avenue Securities LLC
91,331$1.9M0.0%ETFMediumNew York, NY2026-10-26
Indivisible Partners
89,598$1.9M0.1%GrowthMediumClearwater, FL2026-10-26
Roman Butler Fullerton & Co
89,174$1.9M0.4%GrowthMediumSt Louis, MO2026-10-27
PMG Family Office LLC
88,220$1.9M1.7%YieldVery LowPlano, TX2026-10-19
Kestra Advisory Services, LLC
71,764$1.5M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
51,474$1.1M0.0%ETFLowFairfield, IA2026-11-02
Oppenheimer & Co Inc
49,574$1.1M0.0%CoreLowNew York, NY2026-10-26
Lynx Investment Advisory
49,323$1.1M0.3%ETFLowWashington, Dc, DC2026-10-27
TBH Global Asset Management, LLC
39,474$840.8K0.1%CoreHighBrentwood, TN2026-11-03
D.A. Davidson & Co.
32,124$684.2K0.0%CoreLowGreat Falls, MT2026-10-28
Truist Financial Corp
31,103$662.5K0.0%CoreLowCharlotte, NC2026-10-30
Davenport & Co LLC
29,092$619.7K0.0%CoreMediumRichmond, VA2026-10-14
Todd Wealth Management, LLC
27,499$585.7K0.4%GARPVery LowVenice, FL2026-10-19
J.W. Cole Advisors, Inc.
26,055$555.0K0.0%IndexLowTampa, FL2026-11-05
Lanark Financial, Inc.
23,850$508.0K0.0%CoreMediumBirmingham, AL2026-10-26
Farther Finance Advisors, LLC
23,030$490.5K0.0%IndexLowSan Francisco, CA2026-10-08
Creative Planning
21,291$453.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Global Assets Advisory, LLC
20,145$428.9K0.1%GrowthHighOrlando, FL2026-10-28
Abel Hall, LLC
19,000$404.7K0.1%CoreMediumBaton Rouge, LA2026-10-19
Wesbanco Bank Inc
18,331$390.5K0.0%CoreLowWheeling, WV2026-11-04
Integrated Capital Management, Inc.
16,830$358.5K0.3%ETFLowJessup, PA2026-10-09
Wealth Enhancement Advisory Services, LLC
16,698$357.8K0.0%CoreLowPlymouth, MN2026-10-13
Formidable Asset Management, LLC
16,474$363.1K0.1%CoreLowCincinnati, OH2026-11-03
Costello Asset Management, Inc
16,047$341.8K0.1%CoreLowFeasterville, PA2026-10-30
Flagship Harbor Advisors, LLC
15,147$322.6K0.0%ETFMediumBoston, MA2026-10-26
Cordgrass Capital Advisors, LLC
14,947$318.4K0.1%CoreLowRaleigh, NC2026-10-30
City Center Advisors, LLC
13,375$284.9K0.2%ETFMediumTroy, MI2026-10-08
Diversified Enterprises, LLC
12,518$266.6K0.0%ETFVery LowWilmington, DE2026-10-19
Discipline Wealth Solutions, LLC
12,099$257.7K0.0%ETFLowGreenville, SC2026-10-14
Compass Planning Associates Inc
12,000$255.6K0.1%ETFVery LowGreenfield, MA2026-10-13
B. Riley Wealth Advisors, Inc.
11,249$239.6K0.0%GrowthLowMemphis, TN2026-10-13
Perigon Wealth Management, LLC
10,881$231.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Altus Wealth Group LLC
10,812$230.3K0.1%ETFLowColorado Springs, CO2026-10-20
Shulman DeMeo Asset Management LLC
10,272$218.4K0.0%ETFVery LowLake Success, NY2026-10-09
Stockman Wealth Management, Inc.
10,000$213.0K0.0%CoreLowBillings, MT2026-10-27
Concurrent Investment Advisors, LLC
9,979$212.5K0.0%GrowthMediumTampa, FL2026-10-16
US Bancorp \de\
9,835$209.5K0.0%IndexLowMinneapolis, MN2026-11-05
Burk Holdings LLC
9,599$204.5K0.1%ETFVery LowTulsa, OK2026-11-05
Spire Wealth Management
8,554$182.2K0.0%GrowthMediumMclean, VA2026-10-30
Fairman Group, LLC
7,062$150.4K0.1%ETFLowChesterbrook, PA2026-10-26
Blue Bell Private Wealth Management, LLC
6,322$134.7K0.0%YieldVery LowBlue Bell, PA2026-10-29
Harbor Investment Advisory, LLC
3,800$80.9K0.0%GrowthLowLutherville, MD2026-10-13
CGC Financial Services, LLC
3,002$63.9K0.0%ETFLowLake Oswego, OR2026-10-13
Washington Trust Advisors, Inc.
2,965$63.2K0.0%GrowthLowWellesley, MA2026-10-22
American Capital Advisory, LLC
2,725$58.0K0.0%ETFLowKetchum, ID2026-10-28
Kentucky Trust Co
2,225$47.4K0.0%CoreVery LowDanville, KY2026-10-15
EverSource Wealth Advisors, LLC
2,000$42.6K0.0%CoreMediumBirmingham, AL2026-11-04
Parallel Advisors, LLC
2,000$42.6K0.0%IndexLowSan Francisco, CA2026-11-03
Bokf, NA
1,500$32.0K0.0%CoreLowTulsa, OK2026-10-27
Birch Financial Group, LLC
1,181$25.1K0.0%CoreLowKeene, NH2026-10-27
Armstrong Advisory Group, Inc
1,113$23.7K0.0%ETFHighNeedham, MA2026-10-09
City Holding Co
960$20.4K0.0%CoreLowCharleston, WV2026-10-19
Cassaday & Co Wealth Management LLC
865$18.4K0.0%ETFVery LowMclean, VA2026-10-27
Physician Wealth Advisors, Inc.
820$17.5K0.0%ETFMediumMidvale, UT2026-10-20
Meriwether Wealth & Planning, LLC
515$11.0K0.0%ETFMediumMinden, LA2026-10-13
Piscataqua Savings Bank
410$8.7K0.0%CoreVery LowPortsmouth, NH2026-10-21
Planning Strategies Inc.
400$8.5K0.0%ETFN/ALancaster, PA2026-10-02
Gamma Investing LLC
350$7.5K0.0%IndexVery LowFoster City, CA2026-10-08
Provenance Wealth Advisors, LLC
230$4.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Highline Wealth Partners LLC
125$2.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
JFS Wealth Advisors, LLC
89$1.9K0.0%ETFVery LowHermitage, PA2026-11-03
Root Financial Partners, LLC
40$8520.0%ETFMediumEncinitas, CA2026-10-21