EOS

Eaton Vance Enh Eqt Inc II Cross-source read$20.95 1.32%
UnclassifiedCUSIP 278277108· EOD Sep 15, 2026

Among active 13F managers last quarter, 7 opened and 20 added, while 14 reduced; the largest holder to move was Guggenheim Capital LLC (−8.0%). Over the last 180 days, 1 insider bought and none sold, a net +$107K in open-market trades.

Tracked 13F holders
124
86 in Q2 2026 filings
13F value (tracked)
$208.9M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
27 adding · 14 trimming
Insiders · Form 4 open-market, 180d
1 buying · 0 selling · +$107K
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$20.95 1.32%5Y -12.9%
$14.69$17.38$20.07$22.76$25.45202120222023202420252026573581034775787109311710295961912211317192513292226222816
Hover for who · click for detailEnd-of-day closing prices52w $19.45 – $24.44

Who owns EOS?

124 tracked 13F filers · ranked by shares held

124 tracked 13F filers disclose a position in EOS as of the latest SEC 13F filings, a combined $208.9M in reported value. 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.

#FundSharesPosition valueLast moveAs ofHistory
1Morgan Stanley1.2M
$24.8M
−4.1%
Reduced · −52K sh
Q1 2026
2Bank Of America Corp1.1M
$23.2M
−5.8%
Reduced · −70K sh
Q1 2026
3Wells Fargo & Company769K
$15.7M
+6.9%
Added · +50K sh
Q1 2026
4Guggenheim Capital LLC728K
$14.9M
−8.0%
Reduced · −64K sh
Q1 2026
5Raymond James Financial Inc699K
$14.3M
+2.3%
Added · +15K sh
Q1 2026
6UBS Group AG428K
$8.8M
−2.7%
Reduced · −12K sh
Q1 2026
7LPL Financial LLC413K
$8.4M
+0.8%
Added · +3K sh
Q1 2026
8Royal Bank Of Canada366K
$7.5M
+4.5%
Added · +16K sh
Q1 2026
9Commonwealth Equity Services, LLC349K
$7.1M
−7.7%
Reduced · −29K sh
Q1 2026
10Osaic Holdings, Inc.300K
$6.1M
−54%
Reduced · −347K sh
Q1 2026
11Shaker Financial Services, LLC239K
$5.3M
−13%
Reduced · −37K sh
Q2 2026
12Karpus Management, Inc.211K
$4.7M
+91%
Added · +101K sh
Q2 2026
13JBR Co Financial Management Inc149K
$3.3M
+8.6%
Added · +12K sh
Q2 2026
14Chung Wu Investment Group, LLC148K
$3.3M
−6.0%
Reduced · −10K sh
Q2 2026
15Larson Financial Group LLC145K
$3.2M
+2.4%
Added · +3K sh
Q2 2026
161607 Capital Partners, LLC136K
$3.0M
+5.1%
Added · +7K sh
Q2 2026
17Ameriprise Financial Inc124K
$2.5M
+4.9%
Added · +6K sh
Q1 2026
18Rockefeller Capital Management L.P.121K
$2.5M
+0.9%
Added · +1K sh
Q1 2026
19Cetera Investment Advisers114K
$2.3M
−33%
Reduced · −57K sh
Q1 2026
20Fund Advisors of America Inc103K
$2.3M
−3.4%
Reduced · −4K sh
Q2 2026
21Logan Stone Capital, LLC95K
$2.1M
+54%
Added · +34K sh
Q2 2026
22Roman Butler Fullerton & Co88K
$1.9M
+3.7%
Added · +3K sh
Q2 2026
23Advisors Asset Management, Inc.87K
$1.9M
−34%
Reduced · −45K sh
Q2 2026
24PMG Family Office LLC87K
$1.9M
+2.9%
Added · +2K sh
Q2 2026
25Landscape Capital Management, L.L.C.79K
$1.7M
+10%
Added · +7K sh
Q2 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.

Is EOS being bought or sold by institutions?

Last quarter, 7 funds opened a new position in EOS and 20 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
7
funds took a first position
Added
20
added to an existing position
Reduced
14
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own EOS also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT61 funds$32.6B
Nvidia CorpNVDA60 funds$48.3B
SS SPDR S&P 500 ETF Trust-USSPY60 funds$2.5B
Apple IncAAPL59 funds$39.6B
Amazon.com IncAMZN59 funds$24.5B
Broadcom IncAVGO59 funds$17.1B
Home Depot IncHD59 funds$5.0B
Invesco QQQ Trust Series 1QQQ59 funds$1.7B
Alphabet Inc-CL CGOOG58 funds$13.6B
JPMorgan Chase & CoJPM58 funds$10.3B
Cisco Systems IncCSCO58 funds$4.5B
Merck & Co. Inc.MRK58 funds$3.4B

Ranked by how many of EOS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EOS.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$107K
1 insider
Net · 180d
$107K
1 open-market transaction
DateInsiderRoleActionSharesValue
Aug 21, 2026Quinton KeithInsiderBuy (P)5K$107K
Aug 9, 2011Richardson Duncan WVice PresidentBuy (P)10K$97K
Oct 27, 2008Richardson Duncan WPresidentBuy (P)
2 lots, same day
1K$10K
Sep 29, 2008Richardson Duncan WPresidentBuy (P)500$7K
Jul 15, 2008Richardson Duncan WPresidentBuy (P)1K$14K
Dec 20, 2007Richardson Duncan WPresidentBuy (P)1K$17K
Nov 21, 2007Richardson Duncan WPresidentBuy (P)1K$17K
Aug 20, 2007Richardson Duncan WPresidentBuy (P)1K$18K
Jul 27, 2007Richardson Duncan WPresidentBuy (P)1K$18K
Feb 1, 2007Dynner Alan RSecretaryBuy (P)5K$98K
Jan 18, 2006Egalka Ronald MInsiderBuy (P)500$9K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Confluence: insiders and funds buying

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4825
Insiders
Form 4 open-market
10+$107K
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

86 tracked filers in Q2 2026 filingsstill filing
062123Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $62.3M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for EOS

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Ask your agent what changed in EOS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EOS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for EOS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EOS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.