BOSTON, MA
EATON VANCE ENHANCED EQUITY INCOME FUND IIEOS— Latest position per institution from SEC 13F filings
15
Institutional holders
9.73M
Total shares held
186.01M
Estimated value
486.69K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.21M
Value
24.83M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1.13M
Value
23.21M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
769.23K
Value
15.74M
Filed
Mar 31, 2026
CLARAPHI ADVISORY NETWORK, LLC
CIK 1724134
Shares
759.09K
Value
759.09K
Filed
Dec 31, 2022
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
728.26K
Value
14.90M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
723.01K
Value
14.79M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
699.48K
Value
14.31M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
428.14K
Value
8.76M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
412.73K
Value
8.44M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
374.58K
Value
8.13M
Filed
Sep 30, 2024
ROYAL BANK OF CANADA
CIK 1000275
Shares
366.37K
Value
7.50M
Filed
Mar 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
349.04K
Value
7.14M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
300.15K
Value
6.14M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
275.67K
Value
5.64M
Filed
Mar 31, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
244.92K
Value
5.01M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
238.25K
Value
5.17M
Filed
Sep 30, 2024
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
201.87K
Value
4.38M
Filed
Sep 30, 2024
CONCURRENT INVESTMENT ADVISORS, LLC
CIK 2001015
Shares
190.50K
Value
4.56M
Filed
Sep 30, 2025
CETERA ADVISOR NETWORKS LLC
CIK 1534468
Shares
167.17K
Value
3.37M
Filed
Mar 31, 2024
CHUNG WU INVESTMENT GROUP, LLC
CIK 2054278
Shares
157.31K
Value
3.22M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.21M | 24.83M | Mar 31, 2026 |
| 2 | BANK OF AMERICA CORP /DE/ | 70858 | 1.13M | 23.21M | Mar 31, 2026 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 769.23K | 15.74M | Mar 31, 2026 |
| 4 | CLARAPHI ADVISORY NETWORK, LLC | 1724134 | 759.09K | 759.09K | Dec 31, 2022 |
| 5 | GUGGENHEIM CAPITAL LLC | 1283072 | 728.26K | 14.90M | Mar 31, 2026 |
| 6 | INVESCO LTD. | 914208 | 723.01K | 14.79M | Mar 31, 2026 |
| 7 | RAYMOND JAMES FINANCIAL INC | 720005 | 699.48K | 14.31M | Mar 31, 2026 |
| 8 | UBS GROUP AG | 1610520 | 428.14K | 8.76M | Mar 31, 2026 |
| 9 | LPL FINANCIAL LLC | 1403438 | 412.73K | 8.44M | Mar 31, 2026 |
| 10 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 374.58K | 8.13M | Sep 30, 2024 |
| 11 | ROYAL BANK OF CANADA | 1000275 | 366.37K | 7.50M | Mar 31, 2026 |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 349.04K | 7.14M | Mar 31, 2026 |
| 13 | OSAIC HOLDINGS, INC. | 1677044 | 300.15K | 6.14M | Mar 31, 2026 |
| 14 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 275.67K | 5.64M | Mar 31, 2026 |
| 15 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 244.92K | 5.01M | Mar 31, 2026 |
| 16 | RAYMOND JAMES & ASSOCIATES | 1084208 | 238.25K | 5.17M | Sep 30, 2024 |
| 17 | CORNERSTONE ADVISORS, LLC | 1775446 | 201.87K | 4.38M | Sep 30, 2024 |
| 18 | CONCURRENT INVESTMENT ADVISORS, LLC | 2001015 | 190.50K | 4.56M | Sep 30, 2025 |
| 19 | CETERA ADVISOR NETWORKS LLC | 1534468 | 167.17K | 3.37M | Mar 31, 2024 |
| 20 | CHUNG WU INVESTMENT GROUP, LLC | 2054278 | 157.31K | 3.22M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.