EOS

Eaton Vance Enh Eqt Inc II$21.27 1.09%
UnclassifiedUSCUSIP 278277108· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
109
-52 QoQ
13F Value (tracked)
$195.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
9
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)26 adding · 13 trimming
Insider net (180d)$0

Price & smart-money activity

$21.27 1.09%5Y -10.4%
$14.69$17.41$20.14$22.87$25.5920212022202320242025202657367103477578710931171029496191017131416221123192317168
Hover for who · click for detailEnd-of-day closing prices52w $19.45 – $24.44

Who owns EOS?

109 tracked 13F filers

109 tracked 13F filers disclose a position in EOS as of the latest SEC 13F filings, a combined $195.0M 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.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$24.8M
1.2M
−4.1%
Reduced · −52K sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$23.2M
1.1M
−5.8%
Reduced · −70K sh
Q1 2026
3WELLS FARGO & COMPANY/MN
$15.7M
769K
+6.9%
Added · +50K sh
Q1 2026
4GUGGENHEIM CAPITAL LLC
$14.9M
728K
−8.0%
Reduced · −64K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$14.3M
699K
+2.3%
Added · +15K sh
Q1 2026
6UBS Group AG
$8.8M
428K
−2.7%
Reduced · −12K sh
Q1 2026
7LPL Financial LLC
$8.4M
413K
+0.8%
Added · +3K sh
Q1 2026
8ROYAL BANK OF CANADA
$7.5M
366K
+4.5%
Added · +16K sh
Q1 2026
9COMMONWEALTH EQUITY SERVICES, LLC
$7.1M
349K
−7.7%
Reduced · −29K sh
Q1 2026
10OSAIC HOLDINGS, INC.
$6.1M
300K
−54%
Reduced · −347K sh
Q1 2026
11Shaker Financial Services, LLC
$5.3M
239K
−13%
Reduced · −37K sh
Q2 2026
12JBR Co Financial Management Inc
$3.3M
149K
+8.6%
Added · +12K sh
Q2 2026
13Chung Wu Investment Group, LLC
$3.3M
148K
−6.0%
Reduced · −10K sh
Q2 2026
14Larson Financial Group LLC
$2.9M
142K
+3.3%
Added · +5K sh
Q1 2026
15Advisors Asset Management, Inc.
$2.7M
133K
−38%
Reduced · −82K sh
Q1 2026
161607 Capital Partners, LLC
$2.6M
129K
+40%
Added · +37K sh
Q1 2026
17AMERIPRISE FINANCIAL INC
$2.5M
124K
+4.9%
Added · +6K sh
Q1 2026
18Rockefeller Capital Management L.P.
$2.5M
121K
+0.9%
Added · +1K sh
Q1 2026
19Cetera Investment Advisers
$2.3M
114K
−33%
Reduced · −57K sh
Q1 2026
20Karpus Management, Inc.
$2.3M
111K
New
+111K sh
Q1 2026
21PMG Family Office LLC
$1.9M
87K
+2.9%
Added · +2K sh
Q2 2026
22STIFEL FINANCIAL CORP
$1.5M
75K
+50%
Added · +25K sh
Q1 2026
23Indivisible Partners
$1.6M
75K
−2.9%
Reduced · −2K sh
Q2 2026
24Kestra Advisory Services, LLC
$1.6M
70K
+6.0%
Added · +4K sh
Q2 2026
25Logan Stone Capital, LLC
$1.3M
62K
+1.3%
Added · +779 sh
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.

Is EOS being bought or sold by institutions?

Last quarter, 8 funds opened a new position in EOS and 18 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
8
funds
Added
18
funds
Reduced
13
funds
Exited
0
funds

Funds that own EOS also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT51 funds$31.2B
SS SPDR S&P 500 ETF TRUST-USSPY51 funds$2.7B
NVIDIA CORPNVDA50 funds$46.4B
APPLE INCAAPL50 funds$37.6B
INVESCO QQQ TRUST SERIES 1QQQ50 funds$2.0B
AMAZON.COM INCAMZN49 funds$23.2B
BROADCOM INCAVGO49 funds$15.9B
JPMORGAN CHASE & COJPM49 funds$10.0B
WALMART INCWMT49 funds$5.1B
HOME DEPOT INCHD49 funds$4.9B
CHEVRON CORPCVX49 funds$2.8B
RTX CORPRTX49 funds$2.8B

Ranked by how many of EOS's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

46 funds-32 since Q3 2024
054107Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $29.5M

Recent filings

9 shown

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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.