BOSTON, MA
EATON VANCE ENHANCED EQUITY INCOME FUNDEOI— Latest position per institution from SEC 13F filings
15
Institutional holders
10.92M
Total shares held
196.67M
Estimated value
546.25K
Avg. position size
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.51M
Value
28.31M
Filed
Mar 31, 2026
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
1.47M
Value
27.65M
Filed
Mar 31, 2026
FORT PITT CAPITAL GROUP, LLC
CIK 1663897
Shares
827.68K
Value
16.74M
Filed
Sep 30, 2024
MORGAN STANLEY
CIK 895421
Shares
815.60K
Value
15.32M
Filed
Mar 31, 2026
NORTHCOAST ASSET MANAGEMENT LLC
CIK 1665198
Shares
797.18K
Value
16.74M
Filed
Sep 30, 2025
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
693.65K
Value
14.03M
Filed
Sep 30, 2024
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
569.31K
Value
10.69M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
550.53K
Value
11.14M
Filed
Sep 30, 2024
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
545.25K
Value
10.24M
Filed
Mar 31, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
543.31K
Value
10.20K
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
398.77K
Value
7.49M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
355.21K
Value
6.67M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
336.43K
Value
6.32M
Filed
Mar 31, 2026
CONCURRENT INVESTMENT ADVISORS, LLC
CIK 2001015
Shares
253.49K
Value
5.32M
Filed
Sep 30, 2025
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
239.89K
Value
4.51M
Filed
Mar 31, 2026
ROMAN BUTLER FULLERTON & CO
CIK 733444
Shares
220.87K
Value
4.34M
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
216.81K
Value
4.15M
Filed
Mar 31, 2026
TRUIST FINANCIAL CORP
CIK 92230
Shares
200.60K
Value
3.77M
Filed
Mar 31, 2026
BULLSEYE INVESTMENT MANAGEMENT, LLC
CIK 1912451
Shares
191.21K
Value
3.03M
Filed
Sep 30, 2023
STRATEGIC FINANCIAL CONCEPTS, LLC
CIK 1870686
Shares
189.01K
Value
189.01K
Filed
Dec 31, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.51M | 28.31M | Mar 31, 2026 |
| 2 | FOCUS PARTNERS WEALTH | 1542153 | 1.47M | 27.65M | Mar 31, 2026 |
| 3 | FORT PITT CAPITAL GROUP, LLC | 1663897 | 827.68K | 16.74M | Sep 30, 2024 |
| 4 | MORGAN STANLEY | 895421 | 815.60K | 15.32M | Mar 31, 2026 |
| 5 | NORTHCOAST ASSET MANAGEMENT LLC | 1665198 | 797.18K | 16.74M | Sep 30, 2025 |
| 6 | RAYMOND JAMES & ASSOCIATES | 1084208 | 693.65K | 14.03M | Sep 30, 2024 |
| 7 | BANK OF AMERICA CORP /DE/ | 70858 | 569.31K | 10.69M | Mar 31, 2026 |
| 8 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 550.53K | 11.14M | Sep 30, 2024 |
| 9 | WELLS FARGO & COMPANY/MN | 72971 | 545.25K | 10.24M | Mar 31, 2026 |
| 10 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 543.31K | 10.20K | Mar 31, 2026 |
| 11 | INVESCO LTD. | 914208 | 398.77K | 7.49M | Mar 31, 2026 |
| 12 | LPL FINANCIAL LLC | 1403438 | 355.21K | 6.67M | Mar 31, 2026 |
| 13 | ROYAL BANK OF CANADA | 1000275 | 336.43K | 6.32M | Mar 31, 2026 |
| 14 | CONCURRENT INVESTMENT ADVISORS, LLC | 2001015 | 253.49K | 5.32M | Sep 30, 2025 |
| 15 | GUGGENHEIM CAPITAL LLC | 1283072 | 239.89K | 4.51M | Mar 31, 2026 |
| 16 | ROMAN BUTLER FULLERTON & CO | 733444 | 220.87K | 4.34M | Mar 31, 2026 |
| 17 | AMERIPRISE FINANCIAL INC | 820027 | 216.81K | 4.15M | Mar 31, 2026 |
| 18 | TRUIST FINANCIAL CORP | 92230 | 200.60K | 3.77M | Mar 31, 2026 |
| 19 | BULLSEYE INVESTMENT MANAGEMENT, LLC | 1912451 | 191.21K | 3.03M | Sep 30, 2023 |
| 20 | STRATEGIC FINANCIAL CONCEPTS, LLC | 1870686 | 189.01K | 189.01K | Dec 31, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.