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EATON VANCE ENHANCED EQUITY
EATON VANCE ENHANCED EQUITY. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 67 Institutional holders with a total value of $83,637,515.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 2,239,456 28,666,000 34.27%
2 MORGAN STANLEY 1,035,101 13,250,000 15.84%
3 Invesco Ltd. 693,593 8,878,000 10.61%
4 GUGGENHEIM CAPITAL LLC 628,200 8,041,000 9.61%
5 Advisors Asset Management, Inc. 303,455 3,884,000 4.64%
6 LPL Financial LLC 192,781 2,483,000 2.97%
7 Commonwealth Equity Services, Inc 107,823 1,380,000 1.65%
8 UBS Group AG 102,115 1,307,000 1.56%
9 COLDSTREAM CAPITAL MANAGEMENT INC 84,427 1,081,000 1.29%
10 Raymond James Financial Services Advisors, Inc. 78,635 1,006,000 1.20%
11 Stratos Wealth Partners, LTD. 61,275 784,000 0.94%
12 Laurion Capital Management LP 61,258 784,000 0.94%
13 WELLS FARGO & COMPANY/MN 61,231 783,000 0.94%
14 COHEN & STEERS, INC. 60,448 774,000 0.93%
15 STIFEL FINANCIAL CORP 53,407 684,000 0.82%
16 ROYAL BANK OF CANADA 49,630 635,000 0.76%
17 RAYMOND JAMES & ASSOCIATES 40,783 522,000 0.62%
18 Cetera Advisor Networks LLC 40,142 516,000 0.62%
19 AVIANCE CAPITAL MANAGEMENT, LLC 35,948 460,000 0.55%
20 RMR Advisors LLC 35,188 450,000 0.54%
21 V WEALTH MANAGEMENT,LLC 31,645 406,000 0.49%
22 EATON VANCE MANAGEMENT 31,750 406,000 0.49%
23 SUNTRUST BANKS INC 30,423 389,000 0.47%
24 Cambridge Investment Research Advisors, Inc. 29,504 378,000 0.45%
25 Shaker Financial Services, LLC 27,475 352,000 0.42%
26 Weiss Asset Management LP 26,019 333,000 0.40%
27 MILLENNIUM MANAGEMENT LLC 25,379 325,000 0.39%
28 Formidable Asset Management, LLC 23,950 307,000 0.37%
29 ALLEGIS INVESTMENT ADVISORS, LLC 23,769 304,000 0.36%
30 NATIONAL PLANNING CORP 21,040 282,000 0.34%
31 BB&T SECURITIES, LLC 19,115 263,000 0.31%
32 M&T BANK CORP 20,093 257,000 0.31%
33 Dana Investment Advisors, Inc. 19,783 253,000 0.30%
34 DOLIVER ADVISORS, LP 19,181 246,000 0.29%
35 SeaBridge Investment Advisors LLC 17,300 221,000 0.26%
36 DOMANI WEALTH, LLC 15,500 198,000 0.24%
37 KEYBANK NATIONAL ASSOCIATION/OH 14,800 189,000 0.23%
38 CITADEL ADVISORS LLC 13,243 170,000 0.20%
39 US BANCORP \DE\ 12,058 154,000 0.18%
40 WEDBUSH SECURITIES INC 12,045 154,000 0.18%
41 Creative Planning 11,723 150,000 0.18%
42 LADENBURG THALMANN FINANCIAL SERVICES INC. 11,405 148,000 0.18%
43 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,626 136,000 0.16%
44 Bank of New York Mellon Corp 10,400 133,000 0.16%
45 PNC FINANCIAL SERVICES GROUP, INC. 10,302 133,000 0.16%
46 Steigerwald, Gordon & Koch Inc. 10,000 128,000 0.15%
47 Cypress Capital Management LLC (WY) 9,600 123,515 0.15%
48 NEXT Financial Group, Inc 7,132 91,000 0.11%
49 IFP ADVISORS, INC 6,223 80,000 0.10%
50 CITIGROUP INC 5,920 76,000 0.09%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.