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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Avantis U.S. Equity Fund American Century ETF Trust | 6,170 | 120.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 5,919 | 115.8K $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 5,866 | 118.7K $ | 0.15 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 5,441 | 106.4K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 5,378 | 105.2K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 5,245 | 102.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 5,171 | 101.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 4,895 | 99K $ | 0.38 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 4,585 | 89.7K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 4,555 | 89.1K $ | 0.08 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,360 | 85.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 4,278 | 83.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 4,170 | 81.6K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 3,808 | 74.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 3,756 | 73.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 3,755 | 73.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS | 3,399 | 66.5K $ | 1.81 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 3,253 | 65.8K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 3,057 | 61.8K $ | 0.78 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 3,023 | 61.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 2,973 | 58.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Banking Fund Rydex Series Funds | 2,627 | 51.4K $ | 0.73 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 2,455 | 49.7K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Banking Fund Rydex Variable Trust | 2,144 | 41.9K $ | 0.73 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 2,035 | 39.8K $ | 1.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,028 | 39.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,825 | 35.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust | 1,774 | 34.7K $ | 1.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,678 | 32.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 1,632 | 33K $ | 0.21 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,396 | 28.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 1,210 | 24.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,168 | 23.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 1,067 | 20.9K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 1,061 | 21.5K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 980 | 19.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 964 | 18.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 804 | 15.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 728 | 14.2K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 674 | 13.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 608 | 11.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 605 | 12.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 573 | 11.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 550 | 10.8K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 500 | 9.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 491 | 9.6K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 478 | 9.7K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 397 | 8K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 318 | 6.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 294 | 5.8K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 282 | 5.7K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 227 | 4.4K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 134 | 2.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 96 | 1.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 70 | 1.4K $ | 0.12 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 59 | 1.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 56 | 1.1K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1 | 20.2 $ | 0.00 % | as of Apr 30, 2026 ↗ |
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.
| Fund | Weight 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 257 | -4 | 86,984,304 | +0.2 % |
| 2026Q1 | 261 | +7 | 86,780,040 | +10.6 % |
| 2025Q4 | 254 | +9 | 78,444,838 | -5.6 % |
| 2025Q3 | 245 | -19 | 83,134,842 | -4.6 % |
| 2025Q2 | 264 | +9 | 87,176,414 | -2.3 % |
| 2025Q1 | 255 | +1 | 89,204,006 | +1.5 % |
| 2024Q4 | 254 | +10 | 87,912,057 | +12.9 % |
| 2024Q3 | 244 | +9 | 77,833,367 | +10.7 % |
| 2024Q2 | 235 | -5 | 70,314,598 | +4.6 % |
| 2024Q1 | 240 | +1 | 67,220,125 | +4.2 % |
| 2023Q4 | 239 | 64,480,337 |
Institutional managers
290 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 16,718,373 | 327M $ | as of Mar 31, 2026 |
| FMR LLC | 14,817,500 | 289.8M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 13,455,787 | 263.2K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 8,618,230 | 168.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 8,521,529 | 166.7M $ | as of Mar 31, 2026 |
| HoldCo Asset Management, LP | 7,382,772 | 144.4M $ | as of Mar 31, 2026 |
| JENNISON ASSOCIATES LLC | 6,846,216 | 133.9M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 5,986,112 | 117.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 5,551,024 | 108.6M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,998,180 | 58.6M $ | as of Mar 31, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 2,840,293 | 55.6M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 2,159,242 | 42.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,056,811 | 40.2M $ | as of Mar 31, 2026 |
| BROWN ADVISORY INC | 1,963,555 | 38.4M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,958,155 | 38.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,941,527 | 38M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,915,707 | 37.5M $ | as of Mar 31, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,847,294 | 36.1M $ | as of Mar 31, 2026 |
| FJ Capital Management LLC | 1,741,864 | 34.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,495,207 | 29.2M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,447,779 | 28.3M $ | as of Mar 31, 2026 |
| EASTERN BANK | 1,436,953 | 28.1M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,391,680 | 27.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,313,458 | 25.7M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,284,627 | 25.1M $ | as of Mar 31, 2026 |
Declared shareholders of Eastern Bankshares Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| FMR LLC and 1 other | 6.30 % | 14,817,500 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Eastern Bankshares Inc". https://titelia.com/en/stocks/eastern-bankshares-inc-US27627N1054