Eastern BanksharesEBC
13F holders, Q2 2025 (June 30)286holders +14
43new positions
30sold out
7famous investors
$15.27avg. 13F price*
At the end of Q2 2025, 286 institutions reported holding Eastern Bankshares Inc. (EBC) in their 13F filings, up 14 from Q1 2025. 43 opened new positions and 30 sold out. The largest holders were Vanguard Group Inc. ($298.0M), FMR LLC ($257.9M) and BlackRock, Inc. ($235.1M). 7 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Eastern Bankshares Inc.
- CUSIP
- 27627N105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $38.5M |
| Exits | 30 | $12.5M |
All 13F filers, Q1 2025 → Q2 2025: 8,522,272 shares bought and 10,230,865 shares sold, net −1,708,593 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 286 holders
| Vanguard Group Inc. | 0.00% | Reduce -1.8% | 19,514,891 | $298.0M |
| FMR LLC | 0.01% | Reduce -6.5% | 16,887,934 | $257.9M |
| BlackRock, Inc. | 0.00% | Add +1.0% | 15,399,440 | $235.1M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Add +1.8% | 9,949,829 | $151.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +12.1% | 8,990,107 | $137.3M |
| State Street Corp. | 0.00% | Reduce -1.8% | 6,938,908 | $106.0M |
| HoldCo Asset Management, LP | 12.45% | — | 5,208,500 | $79.5M |
| Geode Capital Management, LLC | 0.01% | Add +0.7% | 4,732,472 | $72.3M |
| Brown Advisory Inc. | 0.08% | Reduce -5.7% | 3,942,192 | $60.2M |
| Jennison Associates LLC | 0.03% | Reduce -1.4% | 3,855,976 | $58.9M |
| Frontier Capital Management Co. LLC | 0.39% | Add +0.0% | 2,765,195 | $42.2M |
| Norges Bank | 0.00% | Add +3.9% | 2,271,105 | $34.7M |
| William Blair Investment Management, LLC | 0.09% | Reduce -7.5% | 2,214,816 | $33.8M |
| First Trust Advisors LP | 0.03% | Reduce -37.3% | 2,178,130 | $33.3M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -4.8% | 2,165,117 | $33.1M |
| Systematic Financial Management LP | 0.77% | Add +2.5% | 1,891,060 | $28.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.3% | 1,888,683 | $28.8M |
| Northern Trust Corp. | 0.00% | Reduce -17.6% | 1,824,199 | $27.9M |
| Wellington Management Group LLP | 0.00% | Reduce -5.1% | 1,753,743 | $26.8M |
| Azora Capital LP | 1.16% | Add +33.6% | 1,681,003 | $25.7M |
| Eastern Bank | 0.42% | Add +11.9% | 1,458,016 | $22.3M |
| Janus Henderson Group PLC | 0.01% | Reduce -28.1% | 1,367,355 | $20.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.3% | 1,298,192 | $19.8M |
| Bank of New York Mellon Corp | 0.00% | Add +0.5% | 1,249,630 | $19.1M |
| Jupiter Asset Management Ltd. | 0.13% | Add +341.8% | 1,001,190 | $15.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.2% | 1,000,780 | $15.3M |
| Millennium Management | 0.01% | Add +60.4% | 931,199 | $14.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -59.7% | 857,559 | $13.1M |
| Edgestream Partners, L.P. | 0.36% | Add +457.9% | 856,819 | $13.1M |
| Morgan Stanley | 0.00% | Add +49.7% | 835,906 | $12.8M |
| Impax Asset Management Group plc | 0.07% | No change | 815,540 | $12.5M |
| Point72 Asset Management | 0.03% | New | 700,371 | $10.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +39.8% | 604,334 | $9.2M |
| Man Group plc | 0.02% | Add +43.7% | 501,867 | $7.7M |
| Barclays PLC | 0.00% | Add +2.8% | 495,165 | $7.6M |
| M3F, Inc. | 2.10% | Reduce -3.6% | 487,760 | $7.4M |
| UBS Group AG | 0.00% | Reduce -15.8% | 472,649 | $7.2M |
| Bank of America Corp. | 0.00% | Add +2.0% | 457,076 | $7.0M |
| Invesco Ltd. | 0.00% | Reduce -9.2% | 440,191 | $6.7M |
| Nuveen, LLC | 0.00% | Reduce -19.1% | 432,275 | $6.6M |
| ExodusPoint Capital Management, LP | 0.08% | Reduce -9.8% | 430,702 | $6.6M |
| Northstar Asset Management Inc. | 1.74% | Add +1.3% | 413,141 | $6.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 398,986 | $6.1M |
| Stieven Capital Advisors, L.P. | 1.18% | Reduce -37.8% | 394,520 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -34.7% | 378,309 | $5.8M |
| Swiss National Bank | 0.00% | Reduce -1.9% | 367,164 | $5.6M |
| Voya Investment Management LLC | 0.01% | Reduce -1.8% | 365,632 | $5.6M |
| Raffles Associates LP | 5.72% | No change | 359,788 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +74.3% | 345,793 | $5.3M |
| Renaissance Technologies | 0.01% | Add +1638.1% | 334,104 | $5.1M |
| Endeavour Capital Advisors Inc. | 1.71% | Add +72.2% | 326,277 | $5.0M |
| Rhumbline Advisers | 0.00% | Add +4.1% | 298,282 | $4.6M |
| State of Wisconsin Investment Board | 0.01% | Reduce -6.9% | 285,848 | $4.4M |
| Squarepoint Ops LLC | 0.01% | Add +2265.3% | 269,318 | $4.1M |
| Alliancebernstein L.P. | 0.00% | Add +5.2% | 248,169 | $3.8M |
| Creative Planning | 0.00% | Add +6.8% | 219,494 | $3.4M |
| Jane Street Group, LLC | 0.01% | Reduce -60.9% | 213,598 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -39.5% | 213,468 | $3.3M |
| Legal & General Group Plc | 0.00% | Reduce -0.0% | 211,465 | $3.2M |
| Rafferty Asset Management, LLC | 0.01% | Add +33.5% | 208,322 | $3.2M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 204,430 | $3.1M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.2% | 202,617 | $3.1M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -3.7% | 200,591 | $3.1M |
| Principal Financial Group Inc. | 0.00% | Add +1357.6% | 186,466 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.3% | 183,456 | $2.8M |
| California State Teachers Retirement System | 0.00% | Add +0.4% | 179,379 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.1% | 164,792 | $2.5M |
| Campbell & CO Investment Adviser LLC | 0.16% | New | 162,818 | $2.5M |
| D. E. Shaw & Co. | 0.00% | New | 141,881 | $2.2M |
| Deutsche Bank AG | 0.00% | Reduce -10.7% | 133,779 | $2.0M |
| Hennessy Advisors Inc. | 0.07% | Reduce -21.2% | 130,000 | $2.0M |
| TD Asset Management Inc | 0.00% | Add +7.9% | 127,574 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -3.1% | 126,857 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +14.6% | 126,575 | $1.9M |
| Dark Forest Capital Management LP | 0.08% | Reduce -17.5% | 125,430 | $1.9M |
| Capital Fund Management S.A. | 0.02% | New | 121,125 | $1.8M |
| Vest Financial, LLC | 0.03% | Reduce -20.6% | 119,894 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | New | 118,366 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Add +3.0% | 117,784 | $1.8M |
| Verition Fund Management LLC | 0.01% | Add +22.5% | 115,409 | $1.8M |
| Prudential Financial Inc. | 0.00% | Add +622.9% | 108,712 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.1% | 107,839 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.9% | 105,495 | $1.6M |
| US Bancorp \de | 0.00% | Add +0.6% | 102,437 | $1.6M |
| Sentinel Pension Advisors, LLC | 0.26% | Reduce -3.1% | 101,272 | $1.5M |
| Northeast Investment Management | 0.06% | Reduce -2.4% | 99,451 | $1.5M |
| Brevan Howard Capital Management LP | 0.02% | Add +45.8% | 96,607 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.10% | Add +0.6% | 94,779 | $1.4M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 93,086 | $1.4M |
| Intech Investment Management LLC | 0.01% | Reduce -19.2% | 88,355 | $1.3M |
| First Pacific Advisors, LP | 0.02% | No change | 85,883 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -19.1% | 84,890 | $1.3M |
| White Pine Capital LLC | 0.41% | Add +1.6% | 84,771 | $1.3M |
| Fourthstone LLC | 0.25% | New | 84,700 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +62.3% | 80,438 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.8% | 73,469 | $1.1M |
| American Century Companies Inc. | 0.00% | Reduce -50.8% | 73,306 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.3% | 72,670 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +18.0% | 70,682 | $1.1M |
| Essex Financial Services, Inc. | 0.07% | Reduce -1.6% | 70,319 | $1.1M |
| AQR Capital Management | 0.00% | Add +19.4% | 69,430 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -96.1% | 65,006 | $993K |
| Mariner, LLC | 0.00% | Reduce -8.3% | 63,981 | $977K |
| Anderson Financial Strategies, LLC | 0.61% | New | 62,304 | $950K |
| New York State Common Retirement Fund | 0.00% | No change | 60,071 | $917K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 58,051 | $886K |
| Beese Fulmer Investment Management, Inc. | 0.06% | Reduce -1.4% | 56,800 | $867K |
| Aureus Asset Management, LLC | 0.06% | Reduce -19.4% | 56,535 | $863K |
| GAMCO Investors | 0.01% | Add +162.8% | 56,500 | $863K |
| Arizona State Retirement System | 0.00% | Add +1.2% | 56,059 | $856K |
| SlateStone Wealth, LLC | 0.08% | No change | 55,436 | $847K |
| Quantum Portfolio Management LLC | 0.40% | Add +4.4% | 54,908 | $838K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 53,962 | $824K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -18.9% | 53,774 | $821K |
| CW Advisors, LLC | 0.01% | Add +0.2% | 53,522 | $817K |
| Versor Investments LP | 0.14% | New | 53,120 | $811K |
| Handelsbanken Fonder AB | 0.00% | No change | 46,700 | $713K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Reduce -0.3% | 46,131 | $704K |
| Mangrove Partners Im, LLC | 0.08% | New | 45,744 | $699K |
| Bryce Point Capital, LLC | 0.58% | Add +2.4% | 45,216 | $690K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 44,260 | $676K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +6.0% | 43,564 | $665K |
| Stifel Financial Corp. | 0.00% | Add +8.8% | 42,969 | $656K |
| Moors & Cabot, Inc. | 0.03% | Add +0.1% | 41,986 | $641K |
| Sippican Capital Advisors | 0.46% | No change | 41,806 | $638K |
| KLP Kapitalforvaltning As | 0.00% | Add +9.7% | 40,838 | $624K |
| ProShare Advisors LLC | 0.00% | Reduce -3.4% | 40,346 | $616K |
| SG Americas Securities, LLC | 0.00% | Add +62.7% | 38,585 | $589K |
| Whalerock Point Partners, LLC | 0.12% | No change | 36,247 | $553K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +29.5% | 36,000 | $550K |
| LPL Financial LLC | 0.00% | Reduce -3.5% | 35,020 | $535K |
| Lynch & Associates | 0.11% | No change | 35,000 | $534K |
| Comerica Bank | 0.00% | Add +6.5% | 34,926 | $533K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +22.6% | 33,026 | $504K |
| Atria Investments, Inc | 0.01% | Add +22.0% | 32,794 | $501K |
| M&T Bank Corp | 0.00% | Add +1.3% | 32,200 | $491K |
| Verdence Capital Advisors LLC | 0.03% | Add +2.8% | 30,532 | $466K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -29.0% | 29,801 | $455K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 29,773 | $455K |
| Little House Capital LLC | 0.11% | No change | 29,526 | $451K |
| Teacher Retirement System of Texas | 0.00% | Add +3.3% | 29,194 | $446K |
| Two Sigma Investments, LP | 0.00% | New | 29,124 | $445K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 28,796 | $440K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.1% | 27,569 | $421K |
| Boston Family Office LLC | 0.03% | No change | 27,381 | $418K |
| Howland Capital Management LLC | 0.02% | Reduce -32.5% | 26,988 | $412K |
| Rockland Trust Co. | 0.02% | Add +8.0% | 26,868 | $410K |
| Finer Wealth Management, Inc. | 0.22% | Add +0.5% | 26,775 | $409K |
| Balyasny Asset Management L.P. | 0.00% | New | 26,257 | $401K |
| Savant Capital, LLC | 0.00% | Reduce -16.6% | 25,707 | $393K |
| BNP Paribas Financial Markets | 0.00% | Add +9.0% | 25,649 | $392K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -1.9% | 25,640 | $392K |
| Cerity Partners LLC | 0.00% | Reduce -15.0% | 25,314 | $387K |
| Keybank National Association | 0.00% | No change | 24,328 | $371K |
| Cibc World Markets Corp. | 0.00% | Reduce -43.4% | 24,243 | $370K |
| Voloridge Investment Management, LLC | 0.00% | New | 23,864 | $364K |
| Victory Capital Management Inc. | 0.00% | Reduce -23.9% | 23,123 | $353K |
| Entropy Technologies, LP | 0.03% | New | 22,436 | $343K |
| Captrust Financial Advisors | 0.00% | Reduce -2.0% | 20,970 | $320K |
| Ballentine Partners, LLC | 0.00% | Add +43.2% | 20,961 | $320K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.8% | 20,836 | $318K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +65.2% | 20,531 | $314K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +2.8% | 20,088 | $307K |
| Kitching Partners, LLC | 0.31% | Add +0.9% | 20,077 | $307K |
| Engineers Gate Manager LP | 0.00% | New | 19,696 | $301K |
| Two Sigma Advisers, LP | 0.00% | New | 19,200 | $293K |
| HSBC Holdings PLC | 0.00% | Reduce -14.6% | 19,123 | $293K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 18,789 | $287K |
| S&co Inc. | 0.02% | No change | 18,305 | $279K |
| Freestone Grove Partners LP | 0.00% | New | 18,045 | $276K |
| DRW Securities, LLC | 0.02% | New | 16,839 | $257K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -5.5% | 15,920 | $249K |
| Guggenheim Capital LLC | 0.00% | Add +16.7% | 16,243 | $248K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -18.8% | 16,068 | $245K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 15,611 | $238K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.3% | 15,448 | $236K |
| Xponance LLC | 0.00% | Add +4.7% | 15,279 | $233K |
| Fiduciary Trust Co | 0.00% | No change | 14,868 | $227K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -1.1% | 14,846 | $227K |
| SummitTX Capital, L.P. | 0.01% | Add +1.5% | 14,502 | $221K |
| Somerville Kurt F | 0.04% | No change | 14,248 | $218K |
| Twinbeech Capital LP | 0.00% | Reduce -49.4% | 14,245 | $218K |
| Bluefin Capital Management, LLC | 0.17% | New | 14,193 | $217K |
| Single Point Partners, LLC | 0.05% | No change | 13,810 | $211K |
| Osaic Holdings, Inc. | 0.00% | Add +4.2% | 13,488 | $206K |
| AE Wealth Management LLC | 0.00% | Add +3.2% | 13,372 | $204K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +6.0% | 13,102 | $200K |
| PFG Investments, LLC | 0.01% | Add +1.7% | 12,773 | $195K |
| Sei Investments Co. | 0.00% | Reduce -69.1% | 12,607 | $193K |
| Raymond James Financial Inc. | 0.00% | Reduce -29.3% | 12,580 | $192K |
| Tortoise Investment Management, LLC | 0.02% | No change | 12,478 | $191K |
| Marble Harbor Investment Counsel, LLC | 0.02% | No change | 12,427 | $190K |
| Cetera Investment Advisers | 0.00% | Add +19.9% | 12,380 | $189K |
| Mackenzie Financial Corp. | 0.00% | No change | 12,168 | $186K |
| Martingale Asset Management L P | 0.00% | New | 11,516 | $176K |
| Enterprise Bank & Trust Co | 0.07% | Reduce -52.9% | 11,418 | $174K |
| Ledyard National Bank | 0.02% | No change | 11,398 | $174K |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 11,261 | $172K |
| FORA Capital, LLC | 0.02% | New | 11,259 | $172K |
| Thrivent Financial for Lutherans | 0.00% | No change | 11,207 | $171K |
| Quantinno Capital Management LP | 0.00% | Reduce -2.3% | 11,020 | $168K |
| Quadrant Capital Group LLC | 0.01% | Add +4.8% | 10,998 | $168K |
| Profund Advisors LLC | 0.01% | Reduce -2.0% | 10,964 | $167K |
| Caldwell Sutter Capital, Inc. | 0.08% | No change | 10,900 | $166K |
| Group One Trading LLC | 0.01% | New | 10,900 | $166K |
| Choate Investment Advisors | 0.00% | No change | 10,580 | $162K |
| Abacus Wealth Partners, LLC | 0.02% | Reduce -49.5% | 10,433 | $159K |
| Roundview Capital LLC | 0.01% | Reduce -22.9% | 10,326 | $158K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -22.9% | 10,326 | $158K |
| Bank of Montreal | 0.00% | No change | 10,325 | $158K |
| Net Worth Advisory Group | 0.03% | Reduce -3.3% | 10,226 | $156K |
| RFG - Bristol Wealth Advisors, LLC | 0.05% | New | 10,013 | $153K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | No change | 10,000 | $153K |
| FineMark National Bank & Trust | 0.01% | No change | 10,000 | $153K |
| Whittier Trust Co. | 0.00% | No change | 10,000 | $153K |
| Mascoma Wealth Management LLC | 0.04% | No change | 9,912 | $151K |
| Barrett & Company, Inc. | 0.05% | No change | 8,176 | $125K |
| Quantbot Technologies LP | 0.00% | New | 6,653 | $102K |
| Amalgamated Bank | 0.00% | No change | 6,618 | $101K |
| 1620 Investment Advisors, Inc. | 0.07% | Add +211.4% | 6,536 | $100K |
| KBC Group NV | 0.00% | Reduce -41.0% | 5,809 | $89K |
| Sterling Capital Management LLC | 0.00% | Add +59.5% | 5,312 | $81K |
| STRS Ohio | 0.00% | Reduce -35.4% | 5,100 | $78K |
| Signaturefd, LLC | 0.00% | Reduce -2.9% | 5,017 | $77K |
| Knott David M Jr | 0.03% | No change | 5,000 | $76K |
| Covestor Ltd | 0.04% | Add +41036.4% | 4,525 | $69K |
| Simplex Trading, LLC | 0.00% | New | 3,620 | $55K |
| Cwm, LLC | 0.00% | Add +90.5% | 2,862 | $44K |
| Sachetta, LLC | 0.02% | Add +0.8% | 2,597 | $40K |
| Trust Co. of Vermont | 0.00% | No change | 2,478 | $38K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.7% | 2,435 | $37K |
| Point72 (DIFC) Ltd | 0.00% | New | 2,332 | $36K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -14.7% | 2,300 | $35K |
| Shell Asset Management Co. | 0.00% | Reduce -9.4% | 2,222 | $34K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,983 | $30K |
| Assetmark, Inc. | 0.00% | Add +8112.5% | 1,971 | $30K |
| PFS Partners, LLC | 0.01% | No change | 1,952 | $30K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,800 | $27K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,694 | $26K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.0% | 1,672 | $26K |
| Allworth Financial LP | 0.00% | Reduce -7.8% | 1,605 | $25K |
| Optiver Holding B.V. | 0.00% | Add +2.6% | 1,319 | $20K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -93.6% | 1,179 | $18K |
| Versant Capital Management, Inc | 0.00% | Add +11.4% | 1,153 | $18K |
| Coastline Trust Co | 0.00% | No change | 1,000 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +138.1% | 924 | $14K |
| Clean Yield Group | 0.00% | No change | 900 | $14K |
| GAMMA Investing LLC | 0.00% | Reduce -57.4% | 773 | $12K |
| Compass Planning Associates Inc | 0.01% | No change | 750 | $11K |
| Headlands Technologies LLC | 0.00% | New | 719 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.2% | 642 | $10K |
| MAI Capital Management | 0.00% | New | 579 | $9K |
| Westside Investment Management, Inc. | 0.00% | New | 476 | $7K |
| Quarry LP | 0.00% | Reduce -27.2% | 358 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -49.3% | 345 | $5K |
| Rothschild Investment LLC | 0.00% | Add +4.7% | 335 | $5K |
| Danske Bank A/S | 0.00% | No change | 300 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +22.3% | 258 | $4K |
| Bessemer Group Inc. | 0.00% | No change | 243 | $4K |
| AlphaQuest LLC | 0.00% | New | 242 | $4K |
| Brooklyn Investment Group | 0.00% | Reduce -38.5% | 204 | $3K |
| American Capital Advisory, LLC | 0.00% | No change | 200 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +100.0% | 180 | $3K |
| Hemington Wealth Management | 0.00% | Reduce -15.6% | 141 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 112 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 123 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 117 | $2K |
| Traub Capital Management LLC | 0.00% | — | 100 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 95 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 94 | $1K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 74 | $1K |
| Bare Financial Services, Inc | 0.00% | Add +71.0% | 53 | $809 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -58.7% | 50 | $764 |
| Fortitude Family Office, LLC | 0.00% | New | 47 | $718 |
| Arax Advisory Partners | 0.00% | New | 47 | $718 |
| SBI Securities Co., Ltd. | 0.00% | No change | 34 | $519 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 31 | $474 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -27.9% | 31 | $474 |
| Raleigh Capital Management Inc. | 0.00% | New | 27 | $409 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -9.1% | 20 | $306 |
| Rialto Wealth Management, LLC | 0.00% | New | 12 | $184 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 12 | $183 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 9 | $143 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -12.5% | 7 | $106 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 3 | $46 |
| True Wealth Design, LLC | 0.00% | No change | 2 | $31 |
"% of holder's portfolio" is EBC's weight in each manager's 13F, not the share of Eastern Bankshares Inc. the manager owns.