EOI

Eaton Vance Enhanced Eq Incm$19.48 2.06%
UnclassifiedUSCUSIP 278274105· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
21
+0 QoQ
13F Value (tracked)
$14.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
1
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)2 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$19.48 2.06%5Y +7.4%
$13.54$15.74$17.95$20.15$22.3520212022202320242025202675338273355411310673635564644827366564968
Hover for who · click for detailEnd-of-day closing prices52w $18.10 – $21.54
Build

Use EOI data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns EOI

This stock page is the Follow view. The Build view lets your agent query EOI owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EOI"
Ask your agent
Use Arkolith to show who owns EOI,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

21 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1ELEVATION POINT WEALTH PARTNERS, LLC
$3.5M
188K
−0.7%
Reduced · −1K sh
Q1 2026
2Vestmark Advisory Solutions, Inc.
$3.5M
186K
−0.7%
Reduced · −1K sh
Q1 2026
3Steward Partners Investment Advisory, LLC
$2.5M
135K
+121%
Added · +74K sh
Q1 2026
4Ameritas Advisory Services, LLC
$1.0M
54K
−6.1%
Reduced · −4K sh
Q1 2026
5D.A. DAVIDSON & CO.
$786K
42K
+0.5%
Added · +192 sh
Q1 2026
6Sanctuary Advisors, LLC
$475K
25K
−5.9%
Reduced · −2K sh
Q1 2026
7NorthRock Partners, LLC
$362K
19K
New
+19K sh
Q1 2026
8&PARTNERS
$347K
18K
−8.8%
Reduced · −2K sh
Q1 2026
9Bryn Mawr Trust Advisors, LLC
$282K
15K
Held
Q1 2026
10Stratos Wealth Advisors, LLC
$237K
13K
+1.2%
Added · +154 sh
Q1 2026
11Stratos Wealth Partners, LTD.
$228K
12K
+19%
Added · +2K sh
Q1 2026
12IEQ CAPITAL, LLC
$207K
11K
Held
Q1 2026
13CWM, LLC
$189K
10K
+0.6%
Added · +61 sh
Q1 2026
14Geneos Wealth Management Inc.
$142K
8K
Held
Q1 2026
15NewEdge Advisors, LLC
$112K
6K
+7.0%
Added · +388 sh
Q1 2026
16Larson Financial Group LLC
$89K
5K
−14%
Reduced · −754 sh
Q1 2026
17CREATIVE FINANCIAL DESIGNS INC /ADV
$35K
2K
Held
Q1 2026
18Smartleaf Asset Management LLC
$9K
509
Held
Q1 2026
19ST GERMAIN D J CO INC
$4K
200
Held
Q1 2026
20ASSETMARK, INC
$451
24
Held
Q1 2026
21HUNTINGTON NATIONAL BANK
$19
1
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
1
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

53 funds+18 since Q2 2022
02754Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $149.7M

Funds that own EOI also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA29 funds$9.3B
MICROSOFT CORPMSFT29 funds$7.7B
ALPHABET INC-CL AGOOGL29 funds$5.8B
BROADCOM INCAVGO29 funds$4.2B
TESLA INCTSLA29 funds$1.8B
JOHNSON & JOHNSONJNJ29 funds$1.8B
CHEVRON CORPCVX29 funds$1.4B
HOME DEPOT INCHD29 funds$1.2B
INVESCO S&P 500 EQUAL WEIGHTRSP29 funds$920.0M
GENERAL ELECTRICGE29 funds$808.8M
MICRON TECHNOLOGY INCMU29 funds$802.7M
INTL BUSINESS MACHINES CORPIBM29 funds$703.0M

Ranked by how many of EOI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

1 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EOI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.