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
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 79,0401.5M $0.08 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 76,3971.5M $0.06 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 75,4071.5M $0.06 %0.03 %as of Mar 31, 2026 ↗
Small Cap Value Fund VALIC Co I 73,2811.4M $0.56 %0.03 %as of Feb 28, 2026 ↗
M Capital Appreciation Fund M FUND INC 71,5761.4M $0.53 %0.03 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 70,4681.4M $0.02 %0.03 %as of Feb 28, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 70,1091.4M $0.27 %0.03 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 70,00013M SEK0.05 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 68,8851.3M $0.14 %0.03 %as of Mar 31, 2026 ↗
Small-Company Stock Fund HOMESTEAD FUNDS INC 66,8001.3M $0.66 %0.03 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 66,4621.3M $0.20 %0.03 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 65,5631.3M $0.01 %0.03 %as of Feb 28, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 65,4291.3M $0.13 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 64,0141.3M $0.01 %0.03 %as of Apr 30, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 63,8781.2M $0.97 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 61,3341.2M $0.01 %0.03 %as of Mar 31, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 61,3311.2M $0.35 %0.03 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 56,6861.1M $0.05 %0.02 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 56,4601.1M $0.14 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 54,4861.1M $0.01 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 50,5761M $0.01 %0.02 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 49,7451M $0.04 %0.02 %as of Apr 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 48,985958.1K $0.01 %0.02 %as of Feb 28, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 46,405938.8K $0.07 %0.02 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 45,071911.8K $0.14 %0.02 %as of Apr 30, 2026 ↗
MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 45,005880.3K $0.66 %0.02 %as of Mar 31, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 44,450899.2K $0.87 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 42,964840.4K $0.14 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 42,170824.8K $0.04 %0.02 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 41,955820.6K $0.31 %0.02 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 41,931820.2K $0.41 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 41,176805.4K $0.03 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 41,165805.2K $0.11 %0.02 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 40,194813.1K $0.04 %0.02 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 39,032763.5K $0.14 %0.02 %as of Mar 31, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 38,443751.9K $0.47 %0.02 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 38,357750.3K $0.00 %0.02 %as of Feb 28, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 37,161726.9K $0.09 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 35,716722.5K $0.06 %0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 34,971684K $0.06 %0.02 %as of Feb 28, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 34,196668.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 33,320651.7K $0.08 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 32,628638.2K $0.15 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 32,621659.9K $0.16 %0.01 %as of Apr 30, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 30,677600K $0.02 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 30,469596K $0.14 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 30,038607.7K $0.03 %0.01 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 29,386594.5K $0.06 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 28,895565.2K $0.06 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 28,708561.5K $0.03 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 27,834544.4K $0.03 %0.01 %as of Feb 28, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 27,496537.8K $0.19 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 26,251513.5K $0.14 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 26,032509.2K $0.14 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 24,856502.8K $0.06 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 23,857466.6K $0.14 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 23,383473K $0.13 %0.01 %as of Apr 30, 2026 ↗
MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III 23,029450.4K $1.05 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 21,937443.8K $0.02 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 20,903408.9K $0.12 %0.01 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 19,296390.4K $0.08 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 19,202375.6K $0.04 %0.01 %as of Feb 28, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 18,899369.7K $0.29 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 17,991351.9K $0.14 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 17,757347.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 17,385340.1K $0.04 %0.01 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 17,136346.7K $0.13 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 16,427321.3K $0.14 %0.01 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 16,321330.2K $0.98 %0.01 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 14,966292.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 14,722288K $0.06 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 14,366290.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 14,267288.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 13,884271.6K $0.22 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 13,713268.2K $0.09 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 13,668267.3K $0.08 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 13,547265K $0.14 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 13,314260.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 12,650247.4K $0.07 %0.01 %as of Mar 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 12,405242.6K $0.17 %0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 12,055243.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 12,000234.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 11,795230.7K $0.32 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,184218.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 10,662208.5K $0.08 %0.00 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 10,477204.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 10,305208.5K $0.05 %0.00 %as of Apr 30, 2026 ↗
PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 10,274207.8K $1.67 %0.00 %as of Apr 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 9,728190.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,639188.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 9,603187.8K $0.12 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 9,366183.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 9,321188.6K $0.07 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 9,221180.4K $0.14 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 7,952160.9K $0.20 %0.00 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 7,869153.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 7,314143.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 7,119144K $0.01 %0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 6,957136.1K $0.06 %0.00 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 6,386124.9K $0.06 %0.00 %as of Mar 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 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