Titelia

Fund shareholders of Eastern Bankshares Inc

ISIN US27627N1054 · United States · LEI 549300J245MBQU3DO403

Fund shareholders
296
Of which ETFs
63 233 other funds
Value held
≈ 2.2B $ 2.2B $ · 13M SEK
Share of capital
44.0 % of 228.5M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 6,600,886146.8M $0.01 %2.89 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 5,405,970120.2M $0.14 %2.37 %as of Jun 30, 2026 ↗
iShares Core S&P Small-Cap ETF iShares Trust 4,892,775108.8M $0.10 %2.14 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 4,839,15695.5M $0.04 %2.12 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 4,770,180106.1M $0.06 %2.09 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 3,165,13270.4M $0.76 %1.39 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 3,022,19067.2M $0.10 %1.32 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 2,851,30963.4M $0.60 %1.25 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 2,753,93761.2M $1.29 %1.21 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,729,27162.7M $0.32 %1.19 %as of Jul 31, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 2,666,83459.3M $1.70 %1.17 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 2,433,77754.1M $0.06 %1.07 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 2,408,60555.3M $0.16 %1.05 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 2,407,70055.3M $1.01 %1.05 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,946,74543.3M $0.26 %0.85 %as of Jun 30, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 1,905,70037.6M $1.08 %0.83 %as of May 29, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 1,889,71442M $0.29 %0.83 %as of Jun 30, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 1,700,67237.8M $0.75 %0.74 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 1,475,21532.8M $0.57 %0.65 %as of Jun 30, 2026 ↗
Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I 1,275,00028.4M $2.99 %0.56 %as of Jun 30, 2026 ↗
MFS New Discovery Value Fund MFS SERIES TRUST XIII 1,265,40925M $1.00 %0.55 %as of May 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 1,209,75026.9M $0.24 %0.53 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 1,124,95422.2M $0.05 %0.49 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,118,18622.1M $0.13 %0.49 %as of May 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 1,107,15325.4M $0.31 %0.48 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 1,101,01224.5M $0.51 %0.48 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 1,055,64823.5M $0.20 %0.46 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,054,17224.2M $0.12 %0.46 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 1,039,55320.5M $0.09 %0.45 %as of May 31, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 996,10022.2M $1.18 %0.44 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 868,64819.9M $0.02 %0.38 %as of Jul 31, 2026 ↗
Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds 790,59017.6M $1.42 %0.35 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 781,24217.9M $0.12 %0.34 %as of Jul 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 727,00014.3M $3.17 %0.32 %as of May 31, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 725,67716.7M $1.06 %0.32 %as of Jul 31, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 715,11815.9M $1.51 %0.31 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 705,02215.7M $0.20 %0.31 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 674,65315M $1.01 %0.30 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 672,16114.9M $0.14 %0.29 %as of Jun 30, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 556,10111M $0.43 %0.24 %as of May 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 553,38012.7M $0.31 %0.24 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 535,58012.3M $0.16 %0.23 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 533,91611.9M $0.01 %0.23 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 529,32112.2M $0.15 %0.23 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 519,66411.9M $0.02 %0.23 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 422,7719.7M $0.06 %0.19 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 411,3928.1M $0.01 %0.18 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 396,1968.8M $0.40 %0.17 %as of Jun 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 390,3779M $0.93 %0.17 %as of Jul 31, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 380,5007.5M $0.96 %0.17 %as of May 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 375,0678.6M $0.06 %0.16 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 364,7228.1M $0.14 %0.16 %as of Jun 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 357,2788.2M $0.09 %0.16 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 349,4548M $0.02 %0.15 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 347,2046.9M $0.05 %0.15 %as of May 31, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 335,6057.7M $0.51 %0.15 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 331,1326.5M $0.01 %0.14 %as of May 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 327,7717.3M $0.25 %0.14 %as of Jun 30, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 318,9566.3M $0.50 %0.14 %as of May 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 315,7407M $0.53 %0.14 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 307,9216.8M $0.31 %0.13 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 294,6056.6M $0.01 %0.13 %as of Jun 30, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 292,1865.8M $0.49 %0.13 %as of May 29, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 291,7416.7M $0.16 %0.13 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 288,4635.7M $0.20 %0.13 %as of May 31, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 275,1006.3M $0.93 %0.12 %as of Jul 31, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 266,2925.9M $0.90 %0.12 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 236,5535.4M $0.20 %0.10 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 228,9765.1M $0.04 %0.10 %as of Jun 30, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 224,4315.2M $1.83 %0.10 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 224,3425M $0.13 %0.10 %as of Jun 30, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 208,4514.8M $0.21 %0.09 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 198,1074.4M $0.22 %0.09 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 189,4974.4M $0.01 %0.08 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 185,7423.7M $0.04 %0.08 %as of May 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 185,2554.3M $0.31 %0.08 %as of Jul 31, 2026 ↗
Small Cap Value Fund Northern Funds 182,8584.1M $0.59 %0.08 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 182,1004M $0.25 %0.08 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 182,0414.2M $0.21 %0.08 %as of Jul 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 177,8474M $0.35 %0.08 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 171,5733.4M $0.27 %0.08 %as of May 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 166,1023.8M $0.89 %0.07 %as of Jul 31, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 165,0843.8M $0.66 %0.07 %as of Jul 31, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 162,0503.6M $0.82 %0.07 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 156,6773.6M $0.27 %0.07 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 156,1413.6M $0.00 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 151,7043.4M $0.15 %0.07 %as of Jun 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 148,1793.3M $0.49 %0.06 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 144,3292.8M $0.01 %0.06 %as of May 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 143,7623.2M $0.25 %0.06 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 139,6413.1M $0.26 %0.06 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 134,7383.1M $0.01 %0.06 %as of Jul 31, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 134,6643M $0.41 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 133,1783.1M $0.01 %0.06 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 130,6302.9M $0.15 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 127,7252.5M $0.01 %0.06 %as of May 31, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 117,7292.6M $1.01 %0.05 %as of Jun 30, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 116,5002.6M $0.94 %0.05 %as of Jun 30, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 115,6002.7M $0.41 %0.05 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 115,1502.6M $0.01 %0.05 %as of Jul 31, 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
SMART Mid Cap ETF Tidal Trust I 5.17 %as of Jun 30, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 3.28 %as of Jul 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 3.17 %as of May 31, 2026 ↗
Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I 2.99 %as of Jun 30, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 2.21 %as of Jul 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 2.07 %as of Jun 30, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 1.83 %as of Jul 31, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 1.78 %as of Jun 30, 2026 ↗
William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS 1.74 %as of Jun 30, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 1.70 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3295+38100,493,437+15.5 %
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 table shows the 25 largest.

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

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
BlackRock, Inc. 9.40 %21,640,502as of Jun 30, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.73 %13,262,936as of Jun 30, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 5.20 %12,124,657as of Jun 30, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Eastern Bankshares Inc". https://titelia.com/en/stocks/eastern-bankshares-inc-US27627N1054