DaveManuel.com · Institutional Ownership · Who Owns It
EATON VANCE ENHANCED EQUITY (EOS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
139
Reporting holders
$261.2M
Reported value
0.0%
Calls
0.0%
Puts
+13
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $27.3M | 1,239,124 | 0.00% | 35q | +2.1%+$563.7K |
| BANK OF AMERICA CORP /DE/ | $24.3M | 1,100,999 | 0.00% | 31q | -3.0%-$738.7K |
| WELLS FARGO & COMPANY/MN | $16.7M | 758,767 | 0.00% | 31q | -1.4%-$230.6K |
| GUGGENHEIM CAPITAL LLC | $16.3M | 738,672 | 0.10% | 31q | +1.4%+$229.5K |
| Invesco Ltd. | $15.9M | 722,969 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $14.9M | 676,679 | 0.00% | 7q | -3.3%-$502.5K |
| OSAIC HOLDINGS, INC. | $14.6M | 661,124 | 0.02% | 26q | +120.3%+$8.0M |
| LPL Financial LLC | $9.5M | 431,821 | 0.00% | 31q | +4.6%+$420.9K |
| UBS Group AG | $8.5M | 385,025 | 0.00% | 31q | -10.1%-$950.3K |
| ROYAL BANK OF CANADA | $8.4M | 381,035 | 0.00% | 31q | +4.0%+$323.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 332,463 | 0.01% | 31q | -4.8%-$365.4K |
| Shaker Financial Services, LLC | $5.3M | 238,696 | 1.65% | 14q | -13.4%-$815.0K |
| WOLVERINE ASSET MANAGEMENT LLC | $5.2M | 234,726 | 0.05% | 4q | -4.2%-$224.8K |
| Karpus Management, Inc. | $4.7M | 211,237 | 0.13% | 2q | +91.1%+$2.2M |
| COHEN & STEERS, INC. | $3.8M | 174,355 | 0.01% | 13q | +34.8%+$991.9K |
| JBR Co Financial Management Inc | $3.3M | 148,654 | 1.20% | 11q | +8.6%+$258.9K |
| Chung Wu Investment Group, LLC | $3.3M | 147,810 | 2.14% | 7q | -6.0%-$209.4K |
| Larson Financial Group LLC | $3.2M | 145,361 | 0.08% | 17q | +2.4%+$74.3K |
| Rockefeller Capital Management L.P. | $3.2M | 143,241 | 0.00% | 30q | +18.4%+$491.7K |
| 1607 Capital Partners, LLC | $3.0M | 135,552 | 0.26% | 3q | +5.1%+$144.8K |
| ENVESTNET ASSET MANAGEMENT INC | $3.0M | 134,329 | 0.00% | 13q | +459.9%+$2.4M |
| AMERIPRISE FINANCIAL INC | $2.7M | 123,026 | 0.00% | 31q | -0.9%-$25.9K |
| Cetera Investment Advisers | $2.5M | 114,311 | 0.00% | 23q | HELD |
| Fund Advisors of America Inc/FL | $2.3M | 103,085 | 2.06% | 3q | -3.4%-$78.8K |
| Logan Stone Capital, LLC | $2.1M | 95,109 | 0.44% | 3q | +54.4%+$738.7K |
| PARK AVENUE SECURITIES LLC | $1.9M | 88,331 | 0.01% | new | NEW |
| ROMAN BUTLER FULLERTON & CO | $1.9M | 87,872 | 0.46% | 31q | +3.7%+$70.1K |
| Advisors Asset Management, Inc. | $1.9M | 87,405 | 0.03% | 17q | -34.1%-$999.0K |
| PMG Family Office LLC | $1.9M | 86,755 | 1.76% | 4q | +2.9%+$54.3K |
| Cambridge Investment Research Advisors, Inc. | $1.9M | 86,728 | 0.00% | 31q | +96.2%+$937.3K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.7M | 78,712 | 0.11% | 3q | +10.1%+$159.3K |
| STIFEL FINANCIAL CORP | $1.7M | 77,360 | 0.00% | 31q | +2.6%+$43.7K |
| Indivisible Partners | $1.6M | 74,825 | 0.09% | 3q | -2.9%-$49.1K |
| Kestra Advisory Services, LLC | $1.6M | 70,399 | 0.01% | 19q | +6.0%+$88.5K |
| Steward Partners Investment Advisory, LLC | $1.3M | 57,450 | 0.01% | 29q | +3.5%+$42.5K |
| Private Advisor Group, LLC | $1.2M | 52,930 | 0.01% | 31q | +6.6%+$71.9K |
| Lynx Investment Advisory | $1.0M | 45,996 | 0.33% | new | NEW |
| OPPENHEIMER & CO INC | $994.4K | 45,118 | 0.01% | 31q | HELD |
| Calamos Advisors LLC | $978.8K | 44,409 | 0.00% | 3q | +7.1%+$65.3K |
| &PARTNERS | $955.6K | 43,351 | 0.00% | 4q | +52.6%+$329.2K |
| Allspring Global Investments Holdings, LLC | $932.1K | 42,291 | 0.00% | new | NEW |
| TBH Global Asset Management, LLC | $870.0K | 39,474 | 0.16% | 27q | HELD |
| TWO SIGMA INVESTMENTS, LP | $831.3K | 37,718 | 0.00% | 3q | HELD |
| Chancellor Financial Group WB LP | $784.9K | 35,613 | 0.49% | 7q | +2.1%+$16.2K |
| TRUIST FINANCIAL CORP | $708.3K | 32,136 | 0.00% | 27q | +1.0%+$7.0K |
| D.A. DAVIDSON & CO. | $708.0K | 32,124 | 0.00% | 13q | HELD |
| WESBANCO BANK INC | $666.8K | 30,256 | 0.02% | 5q | +195.0%+$440.8K |
| Corient Private Wealth LP | $658.9K | 29,895 | 0.00% | 14q | -13.1%-$99.5K |
| Ameritas Advisory Services, LLC | $633.3K | 28,734 | 0.01% | 19q | +49.5%+$209.8K |
| NewEdge Advisors, LLC | $622.3K | 28,233 | 0.00% | 18q | +0.8%+$5.0K |
| Global Assets Advisory, LLC | $612.5K | 27,708 | 0.13% | new | NEW |
| Todd Wealth Management, LLC | $609.5K | 27,655 | 0.46% | 3q | HELD |
| XTX Topco Ltd | $601.9K | 27,311 | 0.01% | new | NEW |
| Stratos Wealth Partners, LTD. | $590.2K | 26,776 | 0.01% | 5q | -17.8%-$127.5K |
| Tyche Wealth Partners LLC | $582.7K | 26,439 | 0.08% | 11q | HELD |
| Farther Finance Advisors, LLC | $529.7K | 24,033 | 0.00% | 8q | -5.9%-$33.5K |
| LANARK FINANCIAL, INC. | $525.7K | 23,850 | 0.04% | 12q | HELD |
| J.W. COLE ADVISORS, INC. | $496.9K | 22,547 | 0.01% | new | NEW |
| World Investment Advisors | $473.1K | 22,291 | 0.01% | 4q | -15.8%-$89.0K |
| IHT Wealth Management, LLC | $472.2K | 21,425 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $458.3K | 20,794 | 0.00% | 11q | -7.2%-$35.7K |
| Summit Financial, LLC | $457.1K | 20,740 | 0.01% | 5q | -9.3%-$47.1K |
| Creative Planning | $444.6K | 20,174 | 0.00% | 16q | HELD |
| Janney Montgomery Scott LLC | $435.0K | 19,724 | 0.00% | 25q | HELD |
| COMMONS CAPITAL, LLC | $426.9K | 19,370 | 0.30% | 19q | +6.7%+$26.9K |
| Sanctuary Advisors, LLC | $419.5K | 19,033 | 0.00% | 9q | +2.2%+$8.9K |
| Abel Hall, LLC | $418.8K | 19,000 | 0.07% | new | NEW |
| Colonial Trust Co / SC | $391.5K | 17,764 | 0.05% | 15q | HELD |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $380.5K | 17,263 | 0.27% | new | NEW |
| Compass Planning Associates Inc | $379.5K | 17,217 | 0.21% | 7q | -22.9%-$112.8K |
| Kovack Advisors, Inc. | $378.6K | 17,138 | 0.02% | 3q | -58.2%-$527.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $367.7K | 16,556 | 0.00% | 6q | HELD |
| Costello Asset Management, INC | $365.3K | 16,574 | 0.11% | 6q | +18.0%+$55.8K |
| City Center Advisors, LLC | $360.1K | 16,337 | 0.29% | 10q | -38.1%-$221.8K |
| PNC Financial Services Group, Inc. | $352.6K | 15,999 | 0.00% | 31q | +13.2%+$41.2K |
| Savant Capital, LLC | $346.7K | 15,730 | 0.00% | 13q | -31.1%-$156.3K |
| Formidable Asset Management, LLC | $337.1K | 16,474 | 0.05% | 18q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $333.8K | 15,147 | 0.01% | 9q | HELD |
| Cordgrass Capital Advisors, LLC | $329.4K | 14,947 | 0.12% | 19q | HELD |
| UMB Bank, n.a. | $296.2K | 13,437 | 0.00% | 19q | HELD |
| Mariner, LLC | $295.0K | 13,384 | 0.00% | 4q | +24.9%+$58.8K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $290.2K | 13,166 | 0.03% | 31q | +7.9%+$21.3K |
| Empirical Asset Management, LLC | $286.8K | 13,011 | 0.06% | 6q | +0.5%+$1.5K |
| Diversified Enterprises, LLC | $274.0K | 12,433 | 0.01% | 8q | HELD |
| Perigon Wealth Management, LLC | $272.9K | 12,381 | 0.00% | 9q | +2.6%+$6.9K |
| ST GERMAIN D J CO INC | $263.4K | 11,950 | 0.01% | new | NEW |
| B. Riley Wealth Advisors, Inc. | $254.1K | 11,667 | 0.01% | 2q | +9.1%+$21.2K |
| Discipline Wealth Solutions, LLC | $241.8K | 10,969 | 0.02% | new | NEW |
| Altus Wealth Group LLC | $235.1K | 10,667 | 0.08% | 23q | HELD |
| NEUBERGER BERMAN GROUP LLC | $233.6K | 10,600 | 0.00% | 15q | HELD |
| Shulman DeMeo Asset Management LLC | $228.0K | 10,346 | 0.04% | 20q | -1.8%-$4.2K |
| Burk Holdings LLC | $226.4K | 10,274 | 0.08% | 7q | HELD |
| Fairman Group, LLC | $226.0K | 10,255 | 0.18% | 9q | -21.1%-$60.5K |
| Stockman Wealth Management, Inc. | $220.4K | 10,000 | 0.02% | 15q | HELD |
| Baird Financial Group, Inc. | $217.3K | 9,860 | 0.00% | 6q | -21.8%-$60.5K |
| US BANCORP \DE\ | $216.8K | 9,835 | 0.00% | 31q | HELD |
| Spire Wealth Management | $211.3K | 9,589 | 0.01% | 22q | -9.9%-$23.2K |
| MML INVESTORS SERVICES, LLC | $207.3K | 9,405 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $206.1K | 9,351 | 0.00% | 5q | HELD |
| Traynor Capital Management, Inc. | $204.9K | 9,295 | 0.01% | new | NEW |
Showing the largest 100 of 139 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-21 | QUINTON KEITH | Other | Bought | 5,000 | $107.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 47 | $26.3M | 1,232,002 | 7 | 13 | 11 | 0.0% |
| Q2 2026 | 139 | $261.2M | 11,853,404 | 20 | 43 | 30 | 0.0% |
| Q1 2026 | 126 | $226.6M | 11,049,516 | 8 | 45 | 32 | 0.0% |
| Q4 2025 | 139 | $267.9M | 11,447,674 | 13 | 40 | 30 | 0.0% |
| Q3 2025 | 137 | $256.5M | 10,721,793 | 14 | 49 | 22 | 0.0% |
| Q2 2025 | 130 | $266.8M | 11,023,649 | 14 | 35 | 33 | 0.0% |
| Q1 2025 | 130 | $217.8M | 10,269,098 | 19 | 35 | 28 | 0.0% |
| Q4 2024 | 124 | $245.6M | 10,252,824 | 15 | 37 | 22 | 0.0% |
| Q3 2024 | 113 | $288.1M | 11,646,504 | 9 | 40 | 22 | 0.0% |
| Q2 2024 | 109 | $226.3M | 10,393,079 | 14 | 29 | 27 | 0.0% |
| Q1 2024 | 106 | $311.9M | 13,933,778 | 11 | 36 | 25 | 0.0% |
| Q4 2023 | 101 | $211.5M | 11,293,769 | 13 | 36 | 18 | 0.0% |
| Q3 2023 | 92 | $158.7M | 9,240,823 | 9 | 35 | 17 | 0.0% |
| Q2 2023 | 88 | $158.2M | 8,840,241 | 10 | 25 | 20 | 0.0% |
| Q1 2023 | 91 | $136.3M | 8,315,076 | 16 | 20 | 25 | 0.0% |
| Q4 2022 | 84 | $128.5M | 7,770,721 | 13 | 19 | 28 | 0.0% |
| Q3 2022 | 86 | $121.4M | 7,910,182 | 4 | 24 | 26 | 0.0% |
| Q2 2022 | 88 | $133.7M | 8,232,760 | 8 | 26 | 21 | 0.0% |
| Q1 2022 | 86 | $229.5M | 10,929,052 | 10 | 19 | 31 | 0.0% |
| Q4 2021 | 99 | $287.6M | 11,707,502 | 17 | 30 | 15 | 0.0% |
| Q3 2021 | 83 | $264.2M | 11,375,207 | 6 | 21 | 24 | 0.0% |
| Q2 2021 | 85 | $200.2M | 8,600,268 | 10 | 25 | 21 | 0.0% |
| Q1 2021 | 76 | $186.0M | 8,606,725 | 6 | 23 | 19 | 0.0% |
| Q4 2020 | 76 | $197.5M | 9,129,350 | 8 | 23 | 10 | 0.0% |
| Q3 2020 | 71 | $157.0M | 8,504,965 | 6 | 18 | 18 | 0.0% |
| Q2 2020 | 74 | $149.9M | 8,510,790 | 6 | 18 | 21 | 0.0% |
| Q1 2020 | 77 | $114.9M | 8,280,904 | 11 | 16 | 27 | 0.0% |
| Q4 2019 | 69 | $134.8M | 7,555,578 | 3 | 19 | 15 | 0.0% |
| Q3 2019 | 72 | $308.9M | 18,554,353 | 7 | 20 | 22 | 0.0% |
| Q2 2019 | 68 | $320.2M | 18,844,698 | 7 | 25 | 17 | 0.0% |
| Q1 2019 | 71 | $309.0M | 18,758,742 | 10 | 19 | 15 | 0.0% |
| Q4 2018 | 68 | $114.6M | 7,806,322 | 1 | 2 | 2 | 0.0% |