Skip to content

EOS — Eaton Vance Enhanced Equity Institutional Holders · Q3 2026

Who owns Eaton Vance Enhanced Equity (EOS)? 7 institutions reported holding $1.39M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($490,533), Integrated Capital Management, Inc. ($358,484), City Center Advisors, LLC ($284,890).

RankInstitutionValueSharesChange
1Farther Finance Advisors, LLC$490,53323,030Trimmed
2INTEGRATED CAPITAL MANAGEMENT, INC.$358,48416,830Trimmed
3City Center Advisors, LLC$284,89013,375Trimmed
4Shulman DeMeo Asset Management LLC$218,38210,272Trimmed
5ARMSTRONG ADVISORY GROUP, INC$23,7141,113Added
6Planning Strategies Inc.$8,520400Hold
7GAMMA Investing LLC$7,455350New

Source: SEC Form 13F filings · as of 2026-09-30