Basic Stats
| Institutional Owners | 133 total, 133 long only, 0 short only, 0 long/short - change of 1.53% MRQ |
| Average Portfolio Allocation | 0.1144 % - change of -1.68% MRQ |
| Institutional Shares (Long) | 10,787,290 (ex 13D/G) - change of 0.37MM shares 3.54% MRQ |
| Institutional Value (Long) | $ 245,506 USD ($1000) |
Institutional Ownership and Shareholders
Eaton Vance Enhanced Equity Income Fund II (US:EOS) has 133 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 10,787,290 shares. Largest shareholders include Bank Of America Corp /de/, Morgan Stanley, Guggenheim Capital Llc, Wells Fargo & Company/mn, Raymond James Financial Inc, Advisor Group Holdings, Inc., Invesco Ltd., Advisors Asset Management, Inc., PCEF - Invesco CEF Income Composite ETF, and LPL Financial LLC .
Eaton Vance Enhanced Equity Income Fund II (NYSE:EOS) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
The share price as of September 5, 2025 is 24.11 / share. Previously, on September 6, 2024, the share price was 20.61 / share. This represents an increase of 16.98% over that period.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
Institutional Put/Call Ratio
In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.
Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
Upgrade
to unlock premium data and export to Excel 
.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 14,538 | 16.38 | 352 | 33.46 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 10,000 | 0.00 | 242 | 14.69 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 11,880 | 288 | ||||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 410 | 0.00 | 10 | 12.50 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 3,002 | 0.00 | 73 | 14.29 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 9,115 | 0.68 | 221 | 15.18 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 27,586 | -1.97 | 668 | 12.48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18,492 | 5.49 | 448 | 21.14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 48,102 | 9.85 | 1,165 | 26.11 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 165,230 | -0.96 | 4,000 | 13.64 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 31,933 | -5.95 | 773 | 7.96 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 1,000 | 0.00 | 24 | 14.29 | ||||
| 2025-04-25 | 13F | Heritage Investment Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 23,722 | 574 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 107,220 | -8.15 | 2,568 | 4.22 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 820 | 0.00 | 20 | 11.76 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 8,444 | 204 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9,831 | 238 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 500 | 0.00 | 12 | 20.00 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2,965 | 0.00 | 72 | 14.52 | ||||
| 2025-07-08 | 13F | Ransom Advisory, Ltd | 300 | 7 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1,316 | 229.00 | 32 | 287.50 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 333 | 8 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 438 | -21.79 | 11 | -9.09 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 11,159 | -7.84 | 270 | 5.88 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,351 | 226 | ||||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 1,500 | 0.00 | 36 | 16.13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 657,406 | 4.78 | 15,916 | 20.22 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 12,757 | 0.47 | 309 | 15.36 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 26,612 | 0.05 | 644 | 14.80 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 651,652 | 4.61 | 15,776 | 20.03 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 40,958 | -2.33 | 992 | 12.10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39,818 | -39.51 | 1 | -100.00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 18,452 | -7.88 | 447 | 5.69 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 9,734 | -3.33 | 236 | 10.85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16,748 | 7.10 | 407 | 23.71 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 15,599 | 0.00 | 329 | 0.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3,033 | 73 | ||||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 136,543 | -1.25 | 3,306 | 13.30 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2,725 | 0.00 | 66 | 14.04 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 18,100 | -2.95 | 438 | 11.45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 372,149 | 3.92 | 9 | 28.57 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 819,583 | -7.63 | 19,842 | 5.99 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3,033 | 64 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 20,930 | -8.41 | 507 | 4.98 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 22,335 | 0.00 | 541 | 14.65 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 14 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 562,802 | 6.46 | 13,625 | 22.14 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 295,824 | 11.13 | 7,161 | 27.49 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 299 | 7 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 165 | 0.00 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6,960 | 0.00 | 169 | 15.07 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 113,352 | -22.77 | 2,731 | -36.62 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17,400 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9,070 | 220 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 134,709 | 6.55 | 3,261 | 22.27 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,761 | 44.23 | 43 | 68.00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Fairman Group, LLC | 20,934 | -20.76 | 507 | -19.94 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 12,207 | 0.00 | 296 | 14.79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 38,781 | 939 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 258 | 0.00 | 6 | 20.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 201,832 | -1.71 | 4,886 | 12.79 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 104,375 | 2.32 | 2,527 | 17.38 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 10,809 | 0.02 | 260 | 14.04 | ||||
| 2025-08-08 | 13F | Creative Planning | 18,845 | 2.94 | 456 | 18.13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,315 | 6.83 | 153 | 22.58 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 13,082 | -0.48 | 317 | 14.08 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 15,547 | 0.00 | 376 | 14.63 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 15,684 | 0.00 | 380 | 14.85 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 40,574 | 2.47 | 979 | 17.13 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 54,952 | -3.72 | 1,330 | 10.47 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 35,356 | 6.54 | 856 | 22.14 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 8,389 | 0.00 | 203 | 1.50 | ||||
| 2025-07-17 | 13F | City Holding Co | 960 | 0.00 | 23 | 15.00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1,700 | 0.00 | 41 | 17.14 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 15,685 | 0.48 | 380 | 15.20 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Commons Capital, Llc | 13,178 | 0.66 | 319 | 15.58 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 78,383 | -0.05 | 1,901 | 18.82 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9,092 | 220 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 166 | 0.00 | 4 | 33.33 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 10,750 | 1.42 | 260 | 16.59 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8,565 | 0.00 | 207 | 15.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,192 | 150 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 22,060 | -0.58 | 534 | 14.10 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 24,390 | 0.00 | 1 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 6,755 | 0.00 | 162 | 10.27 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 48,971 | 1.38 | 1,186 | 16.29 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 15,147 | 0.00 | 367 | 14.73 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 31,124 | 1.63 | 754 | 16.56 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 15,104 | 12.79 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 3,000 | 0.00 | 73 | 14.29 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 171,355 | 4.26 | 4,149 | 19.64 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 10,600 | 0.00 | 257 | 14.80 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,262 | 1.99 | 103 | 17.05 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,327 | -0.95 | 298 | 14.18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22,558 | 1.45 | 546 | 16.42 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1,276,359 | 2.09 | 30,901 | 17.14 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 51,544 | -65.96 | 1,242 | -59.16 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9,835 | 0.00 | 238 | 14.98 | ||||
| 2025-05-14 | 13F | Karpus Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 647,966 | 153.90 | 15,688 | 191.33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 26,103 | -0.87 | 632 | 0.80 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 9,709 | -9.35 | 235 | 4.44 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 399,316 | -2.30 | 9,667 | 12.09 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 171,355 | 4.26 | 4 | 33.33 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 3,550 | 0.00 | 86 | 14.86 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2,556 | 2.69 | 61 | 20.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,378,577 | 0.63 | 33,375 | 15.47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13,742 | 13.19 | 333 | 29.69 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1,427 | 0.00 | 35 | 13.33 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,352 | 0.00 | 33 | 14.29 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,006 | 24 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 12,231 | -0.07 | 296 | 14.73 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 159,684 | 2.80 | 3,866 | 17.94 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12,199 | -2.09 | 295 | 12.60 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 21,816 | 528 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 9,566 | 0.10 | 233 | 15.42 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,000 | -7.19 | 48 | 6.67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 322,104 | -7.97 | 7,798 | 5.59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 382,327 | -2.51 | 9,256 | 11.87 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19,775 | 281.24 | 479 | 338.53 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 765 | 2.00 | 19 | 20.00 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 22,484 | 0.18 | 544 | 15.01 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1,500 | 0.00 | 36 | 16.13 | ||||
| 2025-07-31 | 13F | CNB Bank | 1,130 | 0.00 | 27 | 17.39 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 37,717 | -5.62 | 913 | 8.30 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5,423 | 2.03 | 131 | 16.96 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 17,764 | 0.00 | 430 | 14.97 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 49,165 | 24.47 | 1,190 | 42.86 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 11,323 | 0.00 | 274 | 15.13 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 1,800 | 0.00 | 44 | 16.22 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 22,002 | 19.28 | 533 | 36.76 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 44 | 0.00 | 1 | |||||
| 2025-05-15 | 13F | 1607 Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 382,801 | -21.44 | 8,781 | -22.12 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 100 | 0.00 | 2 | 0.00 |
