Filing Research | EATON VANCE ENHANCED EQUITY Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	Shaker Financial Services, LLC	Shares	238.7KSH	$5.3M
2	JBR Co Financial Management Inc	Shares	148.7KSH	$3.3M
3	PMG Family Office LLC	Shares	86.8KSH	$1.9M
4	D.A. DAVIDSON & CO.	Shares	32.1KSH	$708.0K
5	Farther Finance Advisors, LLC	Shares	24.0KSH	$529.7K
6	LANARK FINANCIAL, INC.	Shares	23.9KSH	$525.7K
7	J.W. COLE ADVISORS, INC.	Shares	22.5KSH	$496.9K
8	Abel Hall, LLC	Shares	19.0KSH	$418.8K
9	INTEGRATED CAPITAL MANAGEMENT, INC.	Shares	17.3KSH	$380.5K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.6KSH	$367.7K
11	City Center Advisors, LLC	Shares	16.3KSH	$360.1K
12	Formidable Asset Management, LLC	Shares	16.5KSH	$337.1K
13	FLAGSHIP HARBOR ADVISORS, LLC	Shares	15.1KSH	$333.8K
14	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	13.2KSH	$290.2K
15	ST GERMAIN D J CO INC	Shares	11.9KSH	$263.4K
16	B. Riley Wealth Advisors, Inc.	Shares	11.7KSH	$254.1K
17	Discipline Wealth Solutions, LLC	Shares	11.0KSH	$241.8K
18	Altus Wealth Group LLC	Shares	10.7KSH	$235.1K
19	Shulman DeMeo Asset Management LLC	Shares	10.3KSH	$228.0K
20	Spire Wealth Management	Shares	9.6KSH	$211.3K
21	Traynor Capital Management, Inc.	Shares	9.3KSH	$204.9K
22	HARBOR INVESTMENT ADVISORY, LLC	Shares	3.8KSH	$83.8K
23	CGC Financial Services, LLC	Shares	3.0KSH	$66.2K
24	Kentucky Trust Co	Shares	2.2KSH	$49.0K
25	EverSource Wealth Advisors, LLC	Shares	2.0KSH	$44.1K
26	ARMSTRONG ADVISORY GROUP, INC	Shares	1.1KSH	$24.0K
27	Allied Private Wealth LLC	Shares	1.0KSH	$22.4K
28	Fortis Group Advisors, LLC	Shares	1.0KSH	$22.0K
29	CITY HOLDING CO	Shares	960SH	$21.1K
30	Physician Wealth Advisors, Inc.	Shares	820SH	$18.1K
31	Piscataqua Savings Bank	Shares	410SH	$9.0K
32	HIGHLINE WEALTH PARTNERS LLC	Shares	125SH	$2.8K
33	JFS WEALTH ADVISORS, LLC	Shares	89SH	$2.0K
34	PARK AVENUE SECURITIES LLC	Shares	88.3KSH	$1.9K

Manager changes2026-06-30 vs 2026-03-31

33 / 33 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+22.5K	+$496.9K	$496.9K
2	Abel Hall, LLC new	Shares	+19.0K	+$418.8K	$418.8K
3	INTEGRATED CAPITAL MANAGEMENT, INC. new	Shares	+17.3K	+$380.5K	$380.5K
4	ST GERMAIN D J CO INC new	Shares	+11.9K	+$263.4K	$263.4K
5	Discipline Wealth Solutions, LLC new	Shares	+11.0K	+$241.8K	$241.8K
6	Traynor Capital Management, Inc. new	Shares	+9.3K	+$204.9K	$204.9K
7	PMG Family Office LLC added	Shares	+2.5K	+$187.5K	$1.9M
8	JBR Co Financial Management Inc added	Shares	+11.7K	+$71.4K	$3.3M
9	D.A. DAVIDSON & CO. unchanged	Shares	0	+$50.8K	$708.0K
10	B. Riley Wealth Advisors, Inc. added	Shares	+973	+$46.1K	$254.1K
11	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+965	+$40.5K	$290.2K
12	LANARK FINANCIAL, INC. unchanged	Shares	0	+$37.7K	$525.7K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+56	+$25.3K	$367.7K
14	FLAGSHIP HARBOR ADVISORS, LLC unchanged	Shares	0	+$23.9K	$333.8K
15	Altus Wealth Group LLC unchanged	Shares	0	+$16.9K	$235.1K
16	Shulman DeMeo Asset Management LLC trimmed	Shares	-191	+$12.4K	$228.0K
17	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$6.0K	$83.8K
18	CGC Financial Services, LLC unchanged	Shares	0	+$4.7K	$66.2K
19	Kentucky Trust Co unchanged	Shares	0	+$3.5K	$49.0K
20	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$3.2K	$44.1K
21	ARMSTRONG ADVISORY GROUP, INC added	Shares	+22	+$2.2K	$24.0K
22	JFS WEALTH ADVISORS, LLC new	Shares	+89	+$2.0K	$2.0K
23	PARK AVENUE SECURITIES LLC new	Shares	+88.3K	+$1.9K	$1.9K
24	Fortis Group Advisors, LLC unchanged	Shares	0	+$1.6K	$22.0K
25	CITY HOLDING CO unchanged	Shares	0	+$1.5K	$21.1K
26	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$1.3K	$18.1K
27	Piscataqua Savings Bank unchanged	Shares	0	+$648	$9.0K
28	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$197	$2.8K
29	Farther Finance Advisors, LLC trimmed	Shares	-1.5K	-$2.8K	$529.7K
30	Spire Wealth Management trimmed	Shares	-1.1K	-$6.4K	$211.3K
31	Formidable Asset Management, LLC unchanged	Shares	0	-$48.6K	$337.1K
32	City Center Advisors, LLC trimmed	Shares	-10.1K	-$180.1K	$360.1K
33	Shaker Financial Services, LLC trimmed	Shares	-37.0K	-$379.4K	$5.3M