Titelia

Fund shareholders of Eastern Bankshares Inc

ISIN US27627N1054 · United States · LEI 549300J245MBQU3DO403

Fund shareholders
258
Of which ETFs
51 207 other funds
Value held
1.7B $ 13M SEK
Share of capital
38.1 % of 228.5M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 6,712,314131.3M $0.01 %2.94 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 5,323,871104.1M $0.14 %2.33 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 4,888,41495.6M $0.06 %2.14 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 4,820,16994.3M $0.04 %2.11 %as of Feb 28, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 3,311,98164.8M $0.70 %1.45 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 3,168,56662M $0.77 %1.39 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 3,113,37860.9M $0.10 %1.36 %as of Mar 31, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 2,840,08155.6M $1.74 %1.24 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,729,27155.2M $0.30 %1.19 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 2,676,60054.1M $1.06 %1.17 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 2,665,98352.1M $1.41 %1.17 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 2,415,61647.2M $0.06 %1.06 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 2,153,12943.6M $0.13 %0.94 %as of Apr 30, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 1,959,70038.3M $1.05 %0.86 %as of Feb 27, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 1,866,72736.5M $0.29 %0.82 %as of Mar 31, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 1,748,99834.2M $0.79 %0.77 %as of Mar 31, 2026 ↗
MFS New Discovery Value Fund MFS SERIES TRUST XIII 1,393,86927.3M $1.00 %0.61 %as of Feb 28, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 1,326,85926M $0.63 %0.58 %as of Mar 31, 2026 ↗
Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I 1,275,00024.9M $3.37 %0.56 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 1,144,25722.4M $0.05 %0.50 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,097,90821.5M $0.14 %0.48 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 1,067,70720.9M $0.10 %0.47 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,054,17221.3M $0.11 %0.46 %as of Apr 30, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 995,10019.5M $1.12 %0.44 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 991,28020.1M $0.27 %0.43 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 847,40517.1M $0.02 %0.37 %as of Apr 30, 2026 ↗
Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds 804,55515.7M $1.46 %0.35 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 777,01015.7M $0.11 %0.34 %as of Apr 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 763,20014.9M $3.30 %0.33 %as of Feb 28, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 726,62214.2M $1.52 %0.32 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 674,07713.2M $0.15 %0.29 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 671,88013.1M $1.02 %0.29 %as of Mar 31, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 607,57712.3M $0.76 %0.27 %as of Apr 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 564,34011.4M $0.29 %0.25 %as of Apr 30, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 543,06410.6M $0.46 %0.24 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 520,12810.5M $0.14 %0.23 %as of Apr 30, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 514,10010.1M $1.03 %0.22 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 507,99210.3M $0.02 %0.22 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 478,2809.7M $0.13 %0.21 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 411,3928M $0.01 %0.18 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 398,0367.8M $0.40 %0.17 %as of Mar 31, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 390,3777.9M $0.90 %0.17 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 360,2447M $0.05 %0.16 %as of Feb 28, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 357,2787.2M $0.08 %0.16 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 353,8076.9M $0.14 %0.15 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 349,4547.1M $0.02 %0.15 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 337,9246.6M $0.58 %0.15 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 327,0966.4M $0.01 %0.14 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 325,0126.4M $0.01 %0.14 %as of Feb 28, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 310,4656.1M $0.50 %0.14 %as of Feb 28, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 303,9006.1M $0.98 %0.13 %as of Apr 30, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 291,7235.9M $0.46 %0.13 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 290,2375.7M $0.01 %0.13 %as of Mar 31, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 289,7325.7M $0.97 %0.13 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 269,5515.3M $0.29 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 256,2245.2M $0.13 %0.11 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 237,6024.8M $0.17 %0.10 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 228,9764.5M $0.04 %0.10 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 227,6954.6M $0.93 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 227,3324.4M $0.13 %0.10 %as of Mar 31, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 224,4314.5M $1.69 %0.10 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 209,9714.2M $0.38 %0.09 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 198,7003.9M $0.04 %0.09 %as of Feb 28, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 190,6923.7M $0.41 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 189,4973.8M $0.01 %0.08 %as of Apr 30, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 186,2323.6M $0.33 %0.08 %as of Feb 27, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 178,5513.6M $0.16 %0.08 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 169,0393.3M $0.07 %0.07 %as of Feb 27, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 165,9903.2M $0.81 %0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 163,4513.2M $0.29 %0.07 %as of Feb 28, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 158,8413.2M $0.16 %0.07 %as of Apr 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 156,3293.1M $0.59 %0.07 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 156,1413.2M $0.00 %0.07 %as of Apr 30, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 153,7003M $1.10 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 143,9042.8M $0.14 %0.06 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 143,3542.8M $0.12 %0.06 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 137,1962.7M $0.01 %0.06 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 134,7382.7M $0.01 %0.06 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 133,1782.7M $0.01 %0.06 %as of Apr 30, 2026 ↗
PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. 133,0262.6M $1.80 %0.06 %as of Feb 27, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 125,8092.5M $0.01 %0.06 %as of Feb 28, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 119,6002.4M $0.37 %0.05 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 119,2852.3M $0.00 %0.05 %as of Mar 31, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 117,7242.3M $0.41 %0.05 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 113,8452.2M $0.05 %0.05 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 113,7302.2M $0.14 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 111,3772.3M $0.01 %0.05 %as of Apr 30, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 110,0002.2M $3.08 %0.05 %as of Apr 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 107,8902.2M $0.06 %0.05 %as of Apr 30, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 104,6002M $0.39 %0.05 %as of Mar 31, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 102,5442M $1.65 %0.04 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 101,9882.1M $0.04 %0.04 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 101,6122M $0.01 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 101,5712M $0.14 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 94,2391.9M $0.13 %0.04 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 90,7831.8M $0.57 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 89,0721.7M $0.14 %0.04 %as of Feb 28, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 84,0701.6M $2.26 %0.04 %as of Mar 31, 2026 ↗
Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds 82,4621.6M $1.53 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 82,1221.7M $0.23 %0.04 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I 3.37 %as of Mar 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 3.30 %as of Feb 28, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 3.08 %as of Apr 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 2.26 %as of Mar 31, 2026 ↗
William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS 1.81 %as of Mar 31, 2026 ↗
PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. 1.80 %as of Feb 27, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 1.74 %as of Mar 31, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 1.69 %as of Apr 30, 2026 ↗
PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 1.67 %as of Apr 30, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 1.65 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2257-486,984,304+0.2 %
2026Q1261+786,780,040+10.6 %
2025Q4254+978,444,838-5.6 %
2025Q3245-1983,134,842-4.6 %
2025Q2264+987,176,414-2.3 %
2025Q1255+189,204,006+1.5 %
2024Q4254+1087,912,057+12.9 %
2024Q3244+977,833,367+10.7 %
2024Q2235-570,314,598+4.6 %
2024Q1240+167,220,125+4.2 %
2023Q423964,480,337

Institutional managers

290 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.16,718,373327M $as of Mar 31, 2026
FMR LLC14,817,500289.8M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.13,455,787263.2K $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP8,618,230168.6M $as of Mar 31, 2026
STATE STREET CORP8,521,529166.7M $as of Mar 31, 2026
HoldCo Asset Management, LP7,382,772144.4M $as of Mar 31, 2026
JENNISON ASSOCIATES LLC6,846,216133.9M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP5,986,112117.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC5,551,024108.6M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.2,998,18058.6M $as of Mar 31, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC2,840,29355.6M $as of Mar 31, 2026
Qube Research & Technologies Ltd2,159,24242.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,056,81140.2M $as of Mar 31, 2026
BROWN ADVISORY INC1,963,55538.4M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,958,15538.3M $as of Mar 31, 2026
NORTHERN TRUST CORP1,941,52738M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,915,70737.5M $as of Mar 31, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP1,847,29436.1M $as of Mar 31, 2026
FJ Capital Management LLC1,741,86434.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,495,20729.2M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,447,77928.3M $as of Mar 31, 2026
EASTERN BANK1,436,95328.1M $as of Mar 31, 2026
Nuveen, LLC1,391,68027.2M $as of Mar 31, 2026
MORGAN STANLEY1,313,45825.7M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE1,284,62725.1M $as of Mar 31, 2026

Declared shareholders of Eastern Bankshares Inc

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
FMR LLC and 1 other6.30 %14,817,500as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Eastern Bankshares Inc". https://titelia.com/en/stocks/eastern-bankshares-inc-US27627N1054