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EOS

EOS

Eaton Vance Enhanced Equity Income Fund II• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
68
Partial Q3 2026
Total 13F value
$85.3M
Filed positions so far
New positions
10
This quarter
Sold positions
7
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Cambridge Investment Research Advisors, Inc.

$12M600.3K0.02%+18.7%

Wolverine Asset Management Llc

$10.9M524.7K0.05%+19.0%

Shaker Financial Services, Llc

$10.8M527.8K1.79%+6.4%

Commonwealth Equity Services, Llc

$7.9M374.8K0.01%-1.6%

Roman Butler Fullerton & Co

$6.2M111.6K1.00%-89.7%

Truist Financial Corp

$5.2M257.6K0.01%-3.2%

Pmg Family Office Llc

$3.6M173.3K1.74%+0.7%

Jbr Co Financial Management Inc

$3.3M147.9K1.25%-0.5%

Indivisible Partners

$2.4M115.0K0.09%+99.0%

Lynx Investment Advisory

$2.2M108.1K0.39%+7.2%

Park Avenue Securities Llc

$1.9M91.3K0.01%+3.4%

Oxenfree Capital Llc

$1.8M91.4K0.79%-1.6%

Kestra Advisory Services, Llc

$1.5M71.8K0.00%+1.9%

D.A. Davidson & Co.

$1.5M73.9K0.00%Unchanged

Farther Finance Advisors, Llc

$1.3M62.9K0.01%-4.2%

Oppenheimer & Co Inc

$1.1M49.6K0.01%+9.9%

Guerra Pan Advisors, Llc

$769K39.3K0.44%Unchanged

David J Yvars Group

$753K37.9K0.35%+14.2%

Tpg Advisors Llc

$736K37.1K0.39%-61.4%

Davenport & Co Llc

$620K29.1K0.00%New Position

Todd Wealth Management, Llc

$586K27.5K0.45%-0.6%

Lanark Financial, Inc.

$563K26.6K0.03%+0.9%

Creative Planning

$454K21.3K0.00%+5.5%

Stockman Wealth Management, Inc.

$432K21.0K0.02%Unchanged

Global Assets Advisory, Llc

$429K20.1K0.09%-27.3%

Abel Hall, Llc

$405K19.0K0.07%Unchanged

Rhodes Investment Advisors Inc /Adv

$371K18.6K0.26%+2.0%

Integrated Capital Management, Inc.

$358K16.8K0.26%-2.5%

Wealth Enhancement Advisory Services, Llc

$358K16.7K0.00%+0.9%

Costello Asset Management, Inc

$342K16.0K0.10%-3.2%

Flagship Harbor Advisors, Llc

$323K15.1K0.01%Unchanged

Cordgrass Capital Advisors, Llc

$318K14.9K0.12%Unchanged

Wedbush Securities Inc

$312K15.7K0.01%+0.0%

City Center Advisors, Llc

$285K13.4K0.22%-18.1%

Diversified Enterprises, Llc

$267K12.5K0.01%+0.7%

Discipline Wealth Solutions, Llc

$258K12.1K0.02%+10.3%

Compass Planning Associates Inc

$256K12.0K0.13%-30.3%

B. Riley Wealth Advisors, Inc.

$240K11.2K0.01%-3.6%

Perigon Wealth Management, Llc

$232K10.9K0.00%-12.1%

Altus Wealth Group Llc

$230K10.8K0.09%+1.4%

Tmb Capital Partners, Llc

$229K11.5K0.07%+2.0%

Shulman Demeo Asset Management Llc

$218K10.3K0.04%-0.7%

Concurrent Investment Advisors, Llc

$213K10.0K0.00%New Position

Spire Wealth Management

$182K8.6K0.01%-10.8%

Fairman Group, Llc

$150K7.1K0.11%-31.1%

Blue Bell Private Wealth Management, Llc

$135K6.3K0.02%+65.4%

Harbor Investment Advisory, Llc

$81K3.8K0.01%Unchanged

Cgc Financial Services, Llc

$64K3.0K0.01%Unchanged

Washington Trust Advisors, Inc.

$63K3.0K0.00%Unchanged

American Capital Advisory, Llc

$58K2.7K0.02%Unchanged

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