Who Owns EATON VANCE (EOI)? -- Institutional Holders (2026-06-30)

Name: EATON VANCE (EOI) Institutional Holders (2026-06-30)
Creator: ko.io

96 institutions reported holding $178.3M of EATON VANCE (EOI) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($33.0M), MORGAN STANLEY ($12.1M), BANK OF AMERICA CORP /DE/ ($11.3M), Cambridge Investment Research Advisors, Inc. ($10.5M), WELLS FARGO & COMPANY/MN ($10.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	RAYMOND JAMES FINANCIAL INC	$33.0M	1.7M	Added
2	MORGAN STANLEY	$12.1M	616,112	Trimmed
3	BANK OF AMERICA CORP /DE/	$11.3M	575,518	Added
4	Cambridge Investment Research Advisors, Inc.	$10.5M	534,160	Trimmed
5	WELLS FARGO & COMPANY/MN	$10.5M	532,902	Trimmed
6	Focus Partners Wealth	$9.6M	490,844	Trimmed
7	Invesco Ltd.	$8.8M	450,145	Added
8	LPL Financial LLC	$7.4M	374,206	Added
9	Shaker Financial Services, LLC	$6.1M	309,881	New
10	ROMAN BUTLER FULLERTON & CO	$4.4M	218,581	Trimmed
11	AMERIPRISE FINANCIAL INC	$4.3M	218,542	Added
12	TRUIST FINANCIAL CORP	$4.3M	217,008	Added
13	GUGGENHEIM CAPITAL LLC	$4.2M	211,996	Trimmed
14	OSAIC HOLDINGS, INC.	$4.0M	202,090	Added
15	ELEVATION POINT WEALTH PARTNERS, LLC	$3.6M	184,826	Trimmed
16	Vestmark Advisory Solutions, Inc.	$3.6M	182,526	Trimmed
17	UBS Group AG	$3.6M	181,878	Trimmed
18	WOLVERINE ASSET MANAGEMENT LLC	$3.1M	155,693	Added
19	Royal Bank of Canada	$2.9M	147,242	Trimmed
20	Steward Partners Investment Advisory, LLC	$2.8M	140,937	Added
21	TPG Advisors LLC	$1.9M	96,020	Added
22	OxenFree Capital LLC	$1.8M	92,825	Added
23	Allworth Financial LP	$1.7M	88,002	Trimmed
24	PMG Family Office LLC	$1.7M	84,502	Added
25	Ameritas Advisory Services, LLC	$1.5M	73,852	Added

Source: SEC Form 13F filings · as of 2026-06-30