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 BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 114,3662.5M $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 111,3642.5M $0.15 %0.05 %as of Jun 30, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 110,0002.5M $3.28 %0.05 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 105,5082.4M $0.16 %0.05 %as of Jul 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 104,8412.1M $0.05 %0.05 %as of May 31, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 102,5442.3M $1.78 %0.04 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 102,0252.3M $0.06 %0.04 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 101,9882.3M $0.04 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 100,8582.2M $0.01 %0.04 %as of Jun 30, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 100,1002.2M $0.39 %0.04 %as of Jun 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 99,7542.3M $0.27 %0.04 %as of Jul 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 95,3542.2M $0.24 %0.04 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 87,0271.9M $0.06 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 86,9981.7M $0.13 %0.04 %as of May 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 81,4761.8M $2.07 %0.04 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 79,0401.8M $0.08 %0.03 %as of Jun 30, 2026 ↗
PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. 78,6371.6M $1.09 %0.03 %as of May 29, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 78,3471.7M $0.53 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 78,2591.8M $0.07 %0.03 %as of Jul 31, 2026 ↗
Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds 76,8691.7M $1.44 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 75,5071.7M $0.05 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 72,8591.6M $0.15 %0.03 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 71,7261.4M $0.01 %0.03 %as of May 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 71,6121.4M $0.01 %0.03 %as of May 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 71,0981.6M $0.26 %0.03 %as of Jun 30, 2026 ↗
M Capital Appreciation Fund NORTHERN LIGHTS FUND TRUST II 70,8831.6M $0.50 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 70,1591.6M $0.25 %0.03 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 70,00013M SEK0.05 %0.03 %as of Mar 31, 2026 ↗
Small-Company Stock Fund HOMESTEAD FUNDS INC 66,8001.5M $0.69 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 66,4631.5M $0.13 %0.03 %as of Jun 30, 2026 ↗
Small Cap Value Fund VALIC Co I 64,8771.3M $0.51 %0.03 %as of May 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 64,0141.5M $0.01 %0.03 %as of Jul 31, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 61,0751.4M $0.90 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 60,7311.4M $0.01 %0.03 %as of Jun 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 60,5401.3M $0.20 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 59,1151.3M $0.14 %0.03 %as of Jun 30, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 57,1691.3M $2.21 %0.03 %as of Jul 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 56,1161.3M $0.05 %0.02 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 55,6141.3M $0.18 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 54,4861.3M $0.01 %0.02 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 54,0711.1M $0.04 %0.02 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 53,6311.2M $0.05 %0.02 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 50,5761.2M $0.01 %0.02 %as of Jul 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 49,5671.1M $0.20 %0.02 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 48,543957.8K $0.01 %0.02 %as of May 31, 2026 ↗
MML VIP Wellington Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 48,2631.1M $0.68 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 45,0031M $0.14 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 44,7241M $0.15 %0.02 %as of Jul 31, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 44,6001M $0.91 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 43,332963.7K $0.14 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 42,345941.8K $0.40 %0.02 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 42,270970.5K $0.04 %0.02 %as of Jul 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 41,176915.8K $0.03 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 41,165915.5K $0.11 %0.02 %as of Jun 30, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 40,504900.8K $0.41 %0.02 %as of Jun 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 39,687882.6K $0.37 %0.02 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 38,357756.8K $0.00 %0.02 %as of May 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 38,197877K $0.14 %0.02 %as of Jul 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 37,792745.6K $0.04 %0.02 %as of May 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 37,161733.2K $0.09 %0.02 %as of May 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 36,915847.6K $0.06 %0.02 %as of Jul 31, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 35,669793.3K $0.45 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 35,498815K $0.28 %0.02 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 35,003803.7K $0.08 %0.02 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 34,971690K $0.05 %0.02 %as of May 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 34,809774.2K $0.08 %0.02 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 34,195760.5K $0.15 %0.01 %as of Jun 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 33,418743.2K $0.05 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 33,204738.5K $0.15 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 32,499722.8K $0.15 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 31,950733.6K $0.17 %0.01 %as of Jul 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 30,748683.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 30,038689.7K $0.03 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 28,895642.6K $0.05 %0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 28,708638.5K $0.03 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 27,498611.6K $0.14 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 26,765528.1K $0.05 %0.01 %as of May 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 25,905576.1K $0.14 %0.01 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 25,835574.6K $0.18 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 24,689566.9K $0.07 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 24,679486.9K $0.02 %0.01 %as of May 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 24,356541.7K $0.25 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 24,071552.7K $0.16 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 23,912549K $0.02 %0.01 %as of Jul 31, 2026 ↗
MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III 21,695482.5K $1.04 %0.01 %as of Jun 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 21,348474.8K $0.10 %0.01 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 20,323452K $0.11 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 20,001444.8K $0.15 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 19,724389.2K $0.14 %0.01 %as of May 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 18,739416.8K $0.30 %0.01 %as of Jun 30, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 18,490411.2K $0.13 %0.01 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 18,366421.7K $0.15 %0.01 %as of Jul 31, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 18,134357.8K $0.06 %0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 18,068356.5K $0.01 %0.01 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 17,724394.2K $0.02 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 17,620391.9K $0.15 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 17,536390K $0.06 %0.01 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 16,597369.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 16,521379.3K $0.03 %0.01 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 16,250373.1K $0.00 %0.01 %as of Jul 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of Eastern Bankshares Inc". https://titelia.com/en/stocks/eastern-bankshares-inc-US27627N1054