EOS

Eaton Vance Enhanced Equity Income Fund II

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CIK 1308335

$21.10

-0.15 (-0.71%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding EOS · 2026-Q1 methodology → sources →

124 holders

% of shares outstanding held

—

Shares held (13F)

11,000,408

Reporting holders

124

Top holders

largest 100 of 124 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	1,213,5501.2M	$25M	—	TRIM -4%
2	BANK OF AMERICA CORP /DE/	1,134,5171.1M	$23M	—	TRIM -6%
3	WELLS FARGO & COMPANY/MN	769,232769,232	$16M	—	ADD 7%
4	GUGGENHEIM CAPITAL LLC	728,260728,260	$15M	—	TRIM -8%
5	Invesco Ltd.	723,010723,010	$15M	—	—
6	RAYMOND JAMES FINANCIAL INC	699,479699,479	$14M	—	ADD 2%
7	UBS Group AG	428,143428,143	$9M	—	TRIM -3%
8	LPL Financial LLC	412,725412,725	$8M	—	—
9	ROYAL BANK OF CANADA	366,367366,367	$7M	—	ADD 5%
10	COMMONWEALTH EQUITY SERVICES, LLC	349,044349,044	$7M	—	TRIM -8%
11	OSAIC HOLDINGS, INC.	300,152300,152	$6M	—	TRIM -54%
12	Shaker Financial Services, LLC	275,672275,672	$6M	—	ADD 49%
13	WOLVERINE ASSET MANAGEMENT LLC	244,924244,924	$5M	—	ADD 50%
14	Chung Wu Investment Group, LLC	157,310157,310	$3M	—	—
15	JBR Co Financial Management Inc	136,906136,906	$3M	—	—
16	Larson Financial Group LLC	141,989141,989	$3M	—	ADD 3%
17	Advisors Asset Management, Inc.	132,730132,730	$3M	—	TRIM -38%
18	COHEN & STEERS, INC.	129,355129,355	$3M	—	ADD 45%
19	1607 Capital Partners, LLC	128,981128,981	$3M	—	ADD 40%
20	AMERIPRISE FINANCIAL INC	124,198124,198	$3M	—	ADD 5%
21	Rockefeller Capital Management L.P.	120,930120,930	$2M	—	—
22	Cetera Investment Advisers	113,944113,944	$2M	—	TRIM -33%
23	Karpus Management, Inc.	110,532110,532	$2M	—	NEW
24	Fund Advisors of America Inc/FL	106,662106,662	$2M	—	—
25	ROMAN BUTLER FULLERTON & CO	84,70584,705	$2M	—	—
26	PMG Family Office LLC	84,29184,291	$2M	—	ADD 8%
27	Indivisible Partners	77,05277,052	$2M	—	ADD 14%
28	STIFEL FINANCIAL CORP	75,37775,377	$2M	—	ADD 50%
29	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	71,48471,484	$1M	—	TRIM -30%
30	Sunbelt Securities, Inc.	69,01969,019	$1M	—	TRIM -21%
31	Kestra Advisory Services, LLC	66,38366,383	$1M	—	ADD 15%
32	Logan Stone Capital, LLC	61,59461,594	$1M	—	—
33	Steward Partners Investment Advisory, LLC	55,52055,520	$1M	—	ADD 9%
34	Private Advisor Group, LLC	49,66849,668	$1M	—	—
35	OPPENHEIMER & CO INC	45,27145,271	$926,245	—	ADD 2%
36	Cambridge Investment Research Advisors, Inc.	44,21244,212	$905,000	—	ADD 6%
37	Kovack Advisors, Inc.	41,03241,032	$853,814	—	ADD 92%
38	Calamos Advisors LLC	41,44841,448	$848,026	—	ADD 14%
39	TBH Global Asset Management, LLC	39,47439,474	$807,638	—	—
40	TWO SIGMA INVESTMENTS, LP	37,71837,718	$771,710	—	TRIM -30%
41	Chancellor Financial Group WB LP	34,87934,879	$713,634	—	—
42	Corient Private Wealth LLC	34,41034,410	$704,029	—	TRIM -53%
43	Stratos Wealth Partners, LTD.	32,56232,562	$666,233	—	TRIM -24%
44	D.A. DAVIDSON & CO.	32,12432,124	$657,257	—	—
45	TRUIST FINANCIAL CORP	31,81731,817	$650,980	—	ADD 15%
46	&PARTNERS	28,41628,416	$581,392	—	ADD 16%
47	Jefferies Financial Group Inc.	26,91326,913	$550,640	—	ADD 41%
48	World Investment Advisors	26,48226,482	$541,834	—	—
49	Tyche Wealth Partners LLC	26,42526,425	$540,665	—	—
50	City Center Advisors, LLC	26,40126,401	$540,164	—	ADD 16%
51	Farther Finance Advisors, LLC	25,55325,553	$532,527	—	ADD 916%
52	ENVESTNET ASSET MANAGEMENT INC	23,99323,993	$490,892	—	ADD 22%
53	NBC SECURITIES, INC.	23,85023,850	$487,971	—	ADD 4%
54	Summit Financial, LLC	22,87522,875	$468,015	—	TRIM -4%
55	Savant Capital, LLC	22,82022,820	$466,898	—	—
56	HighTower Advisors, LLC	22,41622,416	$458,643	—	ADD 3%
57	Compass Planning Associates Inc	22,33522,335	$456,974	—	—
58	JANE STREET GROUP, LLC	21,44921,449	$438,846	—	ADD 50%
59	Creative Planning	20,22620,226	$413,828	—	TRIM -9%
60	Janney Montgomery Scott LLC	19,72419,724	$404,000	—	TRIM -4%
61	Ameritas Advisory Services, LLC	19,21719,217	$393,176	—	TRIM -10%
62	Formidable Asset Management, LLC	16,47416,474	$385,656	—	—
63	Sanctuary Advisors, LLC	18,63018,630	$381,170	—	—
64	COMMONS CAPITAL, LLC	18,14818,148	$371,314	—	ADD 46%
65	Colonial Trust Co / SC	17,76417,764	$363,451	—	—
66	Virtu Financial LLC	17,07517,075	$349,000	—	NEW
67	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16,50016,500	$342,375	—	TRIM -3%
68	FLAGSHIP HARBOR ADVISORS, LLC	15,14715,147	$309,907	—	—
69	Cordgrass Capital Advisors, LLC	14,94714,947	$305,816	—	TRIM -4%
70	PNC FINANCIAL SERVICES GROUP, INC.	14,12914,129	$289,078	—	ADD 65%
71	Costello Asset Management, INC	14,04114,041	$287,280	—	—
72	UMB Bank, n.a.	13,43713,437	$274,921	—	—
73	Fairman Group, LLC	13,00013,000	$265,980	—	—
74	Empirical Asset Management, LLC	12,94512,945	$264,847	—	—
75	Baird Financial Group, Inc.	12,60712,607	$257,939	—	—
76	Diversified Enterprises, LLC	12,39312,393	$253,554	—	—
77	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	12,20112,201	$249,627	—	—
78	Perigon Wealth Management, LLC	12,06712,067	$246,891	—	—
79	WEALTH EFFECTS LLC	11,13511,135	$227,822	—	ADD 24%
80	Mariner, LLC	10,71410,714	$219,213	—	—
81	Altus Wealth Group LLC	10,66710,667	$218,247	—	TRIM -4%
82	Spire Wealth Management	10,64010,640	$217,704	—	ADD 2%
83	NEUBERGER BERMAN GROUP LLC	10,60010,600	$216,876	—	—
84	Shulman DeMeo Asset Management LLC	10,53710,537	$215,587	—	TRIM -19%
85	Burk Holdings LLC	10,27410,274	$210,206	—	—
86	WESBANCO BANK INC	10,25610,256	$209,838	—	ADD 4%
87	B. Riley Wealth Advisors, Inc.	10,69410,694	$207,993	—	NEW
88	Stockman Wealth Management, Inc.	10,00010,000	$204,600	—	—
89	US BANCORP \DE\	9,8359,835	$201,224	—	—
90	Advisory Services Network, LLC	9,3519,351	$191,321	—	—
91	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7,4327,432	$152,050	—	ADD 12%
92	HARBOUR INVESTMENTS, INC.	7,2507,250	$148,341	—	ADD 24%
93	Western Wealth Management, LLC	6,9606,960	$142,402	—	NEW
94	Axiom Investment Management LLC	6,0746,074	$124,300	—	NEW
95	FIFTH THIRD BANCORP	5,7015,701	$116,642	—	ADD 322%
96	Allworth Financial LP	4,5924,592	$93,953	—	TRIM -22%
97	HARBOR INVESTMENT ADVISORY, LLC	3,8003,800	$77,748	—	—
98	Cypress Capital Management LLC (WY)	3,5503,550	$72,633	—	—
99	AMERIFLEX GROUP, INC.	3,5503,550	$72,633	—	—
100	Financial Gravity Asset Management, Inc.	3,0333,033	$62,055	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

1.3M

1.2M

$25M

BANK OF AMERICA CORP /DE/

1.4M

1.2M

1.1M

$23M

WELLS FARGO & COMPANY/MN

617K

627K

657K

684K

719K

769K

$16M

GUGGENHEIM CAPITAL LLC

883K

887K

820K

764K

792K

728K

$15M

Invesco Ltd.

653K

529K

563K

570K

729K

723K

$15M

RAYMOND JAMES FINANCIAL INC

619K

623K

652K

670K

684K

699K

$14M

UBS Group AG

328K

350K

322K

366K

440K

428K

$9M

LPL Financial LLC

382K

392K

382K

396K

410K

413K

$8M

ROYAL BANK OF CANADA

271K

266K

592K

306K

350K

366K

$7M

COMMONWEALTH EQUITY SERVICES, LLC

300K

358K

372K

391K

378K

349K

$7M

OSAIC HOLDINGS, INC.

196K

255K

648K

650K

647K

300K

$6M

Shaker Financial Services, LLC

12K

40K

49K

107K

185K

276K

$6M

WOLVERINE ASSET MANAGEMENT LLC

—

41K

163K

245K

$5M

Chung Wu Investment Group, LLC

167K

165K

161K

159K

157K

$3M

JBR Co Financial Management Inc

113K

138K

137K

138K

137K

$3M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	124	11,000,408	—	$226M
2025-Q4	137	11,419,614	—	$267M
2025-Q3	136	10,721,468	—	$256M
2025-Q2	129	11,023,324	—	$267M
2025-Q1	128	10,259,031	—	$218M
2024-Q4	122	10,250,520

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding EOS · 2026-Q1 methodology → sources →

124 holders

% of shares outstanding held

—

Shares held (13F)

11,000,408

Reporting holders

124

Top holders

largest 100 of 124 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	1,213,5501.2M	$25M	—	TRIM -4%
2	BANK OF AMERICA CORP /DE/	1,134,5171.1M	$23M	—	TRIM -6%
3	WELLS FARGO & COMPANY/MN	769,232769,232	$16M	—	ADD 7%
4	GUGGENHEIM CAPITAL LLC	728,260728,260	$15M	—	TRIM -8%
5	Invesco Ltd.	723,010723,010	$15M	—	—
6	RAYMOND JAMES FINANCIAL INC	699,479699,479	$14M	—	ADD 2%
7	UBS Group AG	428,143428,143	$9M	—	TRIM -3%
8	LPL Financial LLC	412,725412,725	$8M	—	—
9	ROYAL BANK OF CANADA	366,367366,367	$7M	—	ADD 5%
10	COMMONWEALTH EQUITY SERVICES, LLC	349,044349,044	$7M	—	TRIM -8%
11	OSAIC HOLDINGS, INC.	300,152300,152	$6M	—	TRIM -54%
12	Shaker Financial Services, LLC	275,672275,672	$6M	—	ADD 49%
13	WOLVERINE ASSET MANAGEMENT LLC	244,924244,924	$5M	—	ADD 50%
14	Chung Wu Investment Group, LLC	157,310157,310	$3M	—	—
15	JBR Co Financial Management Inc	136,906136,906	$3M	—	—
16	Larson Financial Group LLC	141,989141,989	$3M	—	ADD 3%
17	Advisors Asset Management, Inc.	132,730132,730	$3M	—	TRIM -38%
18	COHEN & STEERS, INC.	129,355129,355	$3M	—	ADD 45%
19	1607 Capital Partners, LLC	128,981128,981	$3M	—	ADD 40%
20	AMERIPRISE FINANCIAL INC	124,198124,198	$3M	—	ADD 5%
21	Rockefeller Capital Management L.P.	120,930120,930	$2M	—	—
22	Cetera Investment Advisers	113,944113,944	$2M	—	TRIM -33%
23	Karpus Management, Inc.	110,532110,532	$2M	—	NEW
24	Fund Advisors of America Inc/FL	106,662106,662	$2M	—	—
25	ROMAN BUTLER FULLERTON & CO	84,70584,705	$2M	—	—
26	PMG Family Office LLC	84,29184,291	$2M	—	ADD 8%
27	Indivisible Partners	77,05277,052	$2M	—	ADD 14%
28	STIFEL FINANCIAL CORP	75,37775,377	$2M	—	ADD 50%
29	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	71,48471,484	$1M	—	TRIM -30%
30	Sunbelt Securities, Inc.	69,01969,019	$1M	—	TRIM -21%
31	Kestra Advisory Services, LLC	66,38366,383	$1M	—	ADD 15%
32	Logan Stone Capital, LLC	61,59461,594	$1M	—	—
33	Steward Partners Investment Advisory, LLC	55,52055,520	$1M	—	ADD 9%
34	Private Advisor Group, LLC	49,66849,668	$1M	—	—
35	OPPENHEIMER & CO INC	45,27145,271	$926,245	—	ADD 2%
36	Cambridge Investment Research Advisors, Inc.	44,21244,212	$905,000	—	ADD 6%
37	Kovack Advisors, Inc.	41,03241,032	$853,814	—	ADD 92%
38	Calamos Advisors LLC	41,44841,448	$848,026	—	ADD 14%
39	TBH Global Asset Management, LLC	39,47439,474	$807,638	—	—
40	TWO SIGMA INVESTMENTS, LP	37,71837,718	$771,710	—	TRIM -30%
41	Chancellor Financial Group WB LP	34,87934,879	$713,634	—	—
42	Corient Private Wealth LLC	34,41034,410	$704,029	—	TRIM -53%
43	Stratos Wealth Partners, LTD.	32,56232,562	$666,233	—	TRIM -24%
44	D.A. DAVIDSON & CO.	32,12432,124	$657,257	—	—
45	TRUIST FINANCIAL CORP	31,81731,817	$650,980	—	ADD 15%
46	&PARTNERS	28,41628,416	$581,392	—	ADD 16%
47	Jefferies Financial Group Inc.	26,91326,913	$550,640	—	ADD 41%
48	World Investment Advisors	26,48226,482	$541,834	—	—
49	Tyche Wealth Partners LLC	26,42526,425	$540,665	—	—
50	City Center Advisors, LLC	26,40126,401	$540,164	—	ADD 16%
51	Farther Finance Advisors, LLC	25,55325,553	$532,527	—	ADD 916%
52	ENVESTNET ASSET MANAGEMENT INC	23,99323,993	$490,892	—	ADD 22%
53	NBC SECURITIES, INC.	23,85023,850	$487,971	—	ADD 4%
54	Summit Financial, LLC	22,87522,875	$468,015	—	TRIM -4%
55	Savant Capital, LLC	22,82022,820	$466,898	—	—
56	HighTower Advisors, LLC	22,41622,416	$458,643	—	ADD 3%
57	Compass Planning Associates Inc	22,33522,335	$456,974	—	—
58	JANE STREET GROUP, LLC	21,44921,449	$438,846	—	ADD 50%
59	Creative Planning	20,22620,226	$413,828	—	TRIM -9%
60	Janney Montgomery Scott LLC	19,72419,724	$404,000	—	TRIM -4%
61	Ameritas Advisory Services, LLC	19,21719,217	$393,176	—	TRIM -10%
62	Formidable Asset Management, LLC	16,47416,474	$385,656	—	—
63	Sanctuary Advisors, LLC	18,63018,630	$381,170	—	—
64	COMMONS CAPITAL, LLC	18,14818,148	$371,314	—	ADD 46%
65	Colonial Trust Co / SC	17,76417,764	$363,451	—	—
66	Virtu Financial LLC	17,07517,075	$349,000	—	NEW
67	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16,50016,500	$342,375	—	TRIM -3%
68	FLAGSHIP HARBOR ADVISORS, LLC	15,14715,147	$309,907	—	—
69	Cordgrass Capital Advisors, LLC	14,94714,947	$305,816	—	TRIM -4%
70	PNC FINANCIAL SERVICES GROUP, INC.	14,12914,129	$289,078	—	ADD 65%
71	Costello Asset Management, INC	14,04114,041	$287,280	—	—
72	UMB Bank, n.a.	13,43713,437	$274,921	—	—
73	Fairman Group, LLC	13,00013,000	$265,980	—	—
74	Empirical Asset Management, LLC	12,94512,945	$264,847	—	—
75	Baird Financial Group, Inc.	12,60712,607	$257,939	—	—
76	Diversified Enterprises, LLC	12,39312,393	$253,554	—	—
77	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	12,20112,201	$249,627	—	—
78	Perigon Wealth Management, LLC	12,06712,067	$246,891	—	—
79	WEALTH EFFECTS LLC	11,13511,135	$227,822	—	ADD 24%
80	Mariner, LLC	10,71410,714	$219,213	—	—
81	Altus Wealth Group LLC	10,66710,667	$218,247	—	TRIM -4%
82	Spire Wealth Management	10,64010,640	$217,704	—	ADD 2%
83	NEUBERGER BERMAN GROUP LLC	10,60010,600	$216,876	—	—
84	Shulman DeMeo Asset Management LLC	10,53710,537	$215,587	—	TRIM -19%
85	Burk Holdings LLC	10,27410,274	$210,206	—	—
86	WESBANCO BANK INC	10,25610,256	$209,838	—	ADD 4%
87	B. Riley Wealth Advisors, Inc.	10,69410,694	$207,993	—	NEW
88	Stockman Wealth Management, Inc.	10,00010,000	$204,600	—	—
89	US BANCORP \DE\	9,8359,835	$201,224	—	—
90	Advisory Services Network, LLC	9,3519,351	$191,321	—	—
91	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7,4327,432	$152,050	—	ADD 12%
92	HARBOUR INVESTMENTS, INC.	7,2507,250	$148,341	—	ADD 24%
93	Western Wealth Management, LLC	6,9606,960	$142,402	—	NEW
94	Axiom Investment Management LLC	6,0746,074	$124,300	—	NEW
95	FIFTH THIRD BANCORP	5,7015,701	$116,642	—	ADD 322%
96	Allworth Financial LP	4,5924,592	$93,953	—	TRIM -22%
97	HARBOR INVESTMENT ADVISORY, LLC	3,8003,800	$77,748	—	—
98	Cypress Capital Management LLC (WY)	3,5503,550	$72,633	—	—
99	AMERIFLEX GROUP, INC.	3,5503,550	$72,633	—	—
100	Financial Gravity Asset Management, Inc.	3,0333,033	$62,055	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

1.3M

1.2M

$25M

BANK OF AMERICA CORP /DE/

1.4M

1.2M

1.1M

$23M

WELLS FARGO & COMPANY/MN

617K

627K

657K

684K

719K

769K

$16M

GUGGENHEIM CAPITAL LLC

883K

887K

820K

764K

792K

728K

$15M

Invesco Ltd.

653K

529K

563K

570K

729K

723K

$15M

RAYMOND JAMES FINANCIAL INC

619K

623K

652K

670K

684K

699K

$14M

UBS Group AG

328K

350K

322K

366K

440K

428K

$9M

LPL Financial LLC

382K

392K

382K

396K

410K

413K

$8M

ROYAL BANK OF CANADA

271K

266K

592K

306K

350K

366K

$7M

COMMONWEALTH EQUITY SERVICES, LLC

300K

358K

372K

391K

378K

349K

$7M

OSAIC HOLDINGS, INC.

196K

255K

648K

650K

647K

300K

$6M

Shaker Financial Services, LLC

12K

40K

49K

107K

185K

276K

$6M

WOLVERINE ASSET MANAGEMENT LLC

—

41K

163K

245K

$5M

Chung Wu Investment Group, LLC

167K

165K

161K

159K

157K

$3M

JBR Co Financial Management Inc

113K

138K

137K

138K

137K

$3M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	124	11,000,408	—	$226M
2025-Q4	137	11,419,614	—	$267M
2025-Q3	136	10,721,468	—	$256M
2025-Q2	129	11,023,324	—	$267M
2025-Q1	128	10,259,031	—	$218M
2024-Q4	122	10,250,520

Short interest has its own tab now — open SI →

EOS☆

Institutional ownership· 13F filers holding EOS · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding EOS · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

EOS