Eastern BanksharesEBC
13F holders, Q3 2025 (September 30)268holders −18
29new positions
44sold out
7famous investors
$18.15avg. 13F price*
At the end of Q3 2025, 268 institutions reported holding Eastern Bankshares Inc. (EBC) in their 13F filings, down 18 from Q2 2025. 29 opened new positions and 44 sold out. The largest holders were Vanguard Group Inc. ($352.7M), FMR LLC ($345.1M) and BlackRock, Inc. ($304.3M). 7 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Eastern Bankshares Inc.
- CUSIP
- 27627N105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $91.7M |
| Exits | 44 | $54.7M |
All 13F filers, Q2 2025 → Q3 2025: 17,167,783 shares bought and 9,268,974 shares sold, net +7,898,809 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.4% | 19,434,013 | $352.7M |
| FMR LLC | 0.02% | Add +12.6% | 19,011,394 | $345.1M |
| BlackRock, Inc. | 0.01% | Add +8.9% | 16,767,377 | $304.3M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Add +3.7% | 10,321,492 | $187.3M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -4.2% | 8,612,420 | $156.3M |
| State Street Corp. | 0.00% | Add +8.5% | 7,530,100 | $136.7M |
| HoldCo Asset Management, LP | 12.28% | Add +23.0% | 6,408,772 | $116.3M |
| Geode Capital Management, LLC | 0.01% | Add +2.2% | 4,835,910 | $87.8M |
| Jennison Associates LLC | 0.05% | Add +12.0% | 4,318,962 | $78.4M |
| Brown Advisory Inc. | 0.09% | Reduce -1.0% | 3,904,522 | $70.9M |
| Frontier Capital Management Co. LLC | 0.49% | Add +8.0% | 2,987,563 | $54.2M |
| Wellington Management Group LLP | 0.01% | Add +48.4% | 2,601,634 | $47.2M |
| Azora Capital LP | 2.18% | Add +54.5% | 2,597,878 | $47.2M |
| Macquarie Group Ltd. | 0.05% | New | 2,436,204 | $44.2M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -3.5% | 2,090,396 | $37.9M |
| William Blair Investment Management, LLC | 0.10% | Reduce -5.7% | 2,088,278 | $37.9M |
| Systematic Financial Management LP | 0.85% | Add +1.9% | 1,926,229 | $35.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.3% | 1,912,486 | $34.7M |
| Northern Trust Corp. | 0.00% | Add +0.1% | 1,826,491 | $33.2M |
| Eastern Bank | 0.50% | Add +6.2% | 1,547,906 | $28.1M |
| Millennium Management | 0.02% | Add +63.4% | 1,521,642 | $27.6M |
| JPMorgan Chase & Co. | 0.00% | Add +7.4% | 1,393,923 | $25.3M |
| Morgan Stanley | 0.00% | Add +52.2% | 1,272,099 | $23.1M |
| Bank of New York Mellon Corp | 0.00% | Add +0.5% | 1,255,803 | $22.8M |
| First Trust Advisors LP | 0.02% | Reduce -47.4% | 1,146,548 | $20.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.5% | 1,101,822 | $20.0M |
| Nuveen, LLC | 0.00% | Add +138.5% | 1,030,954 | $18.7M |
| Impax Asset Management Group plc | 0.11% | Add +22.6% | 1,000,000 | $18.1M |
| FJ Capital Management LLC | 1.89% | New | 976,342 | $17.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.5% | 975,870 | $17.7M |
| Barclays PLC | 0.00% | Add +42.1% | 703,886 | $12.8M |
| Bank of America Corp. | 0.00% | Add +42.6% | 651,698 | $11.8M |
| Man Group plc | 0.02% | Add +3.5% | 519,460 | $9.4M |
| UBS Group AG | 0.00% | Add +9.5% | 517,368 | $9.4M |
| Algebris (uk) Ltd. | 1.07% | New | 512,660 | $9.3M |
| Prudential Financial Inc. | 0.01% | Add +301.5% | 436,517 | $7.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +7.9% | 430,359 | $7.8M |
| Invesco Ltd. | 0.00% | Reduce -3.4% | 425,180 | $7.7M |
| Endeavour Capital Advisors Inc. | 2.29% | Add +27.8% | 417,056 | $7.6M |
| Northstar Asset Management Inc. | 1.97% | Add +0.8% | 416,569 | $7.6M |
| Bridgewater Associates | 0.03% | New | 396,357 | $7.2M |
| Swiss National Bank | 0.00% | Add +0.5% | 368,964 | $6.7M |
| Raffles Associates LP | 6.08% | No change | 359,788 | $6.5M |
| Point72 Asset Management | 0.01% | Reduce -49.6% | 353,232 | $6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -42.4% | 347,876 | $6.3M |
| State of Wisconsin Investment Board | 0.01% | Add +13.9% | 325,518 | $5.9M |
| Voya Investment Management LLC | 0.01% | Reduce -16.0% | 307,104 | $5.6M |
| Royal Bank of Canada | 0.00% | Reduce -12.1% | 304,136 | $5.5M |
| Rhumbline Advisers | 0.00% | Reduce -2.5% | 290,691 | $5.3M |
| Rafferty Asset Management, LLC | 0.02% | Add +30.3% | 271,494 | $4.9M |
| Marshall Wace, LLP | 0.01% | New | 271,276 | $4.9M |
| Squarepoint Ops LLC | 0.01% | Reduce -0.9% | 266,954 | $4.8M |
| Alliancebernstein L.P. | 0.00% | Add +3.8% | 257,532 | $4.7M |
| Creative Planning | 0.00% | Add +15.0% | 252,419 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -36.0% | 242,150 | $4.4M |
| Edgestream Partners, L.P. | 0.11% | Reduce -74.8% | 216,307 | $3.9M |
| NorthCoast Asset Management LLC | 0.01% | Add +0.1% | 202,719 | $3.7M |
| Legal & General Group Plc | 0.00% | Reduce -5.3% | 200,365 | $3.6M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -3.5% | 193,466 | $3.5M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 179,388 | $3.3M |
| Sentinel Pension Advisors, LLC | 0.52% | Add +75.7% | 177,961 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.9% | 174,474 | $3.2M |
| Citigroup Inc. | 0.00% | Reduce -19.1% | 172,753 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.1% | 170,360 | $3.1M |
| TD Asset Management Inc | 0.00% | Add +19.3% | 152,136 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +13.3% | 151,604 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +19.4% | 151,460 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +6.0% | 134,200 | $2.4M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -69.0% | 133,581 | $2.4M |
| Hennessy Advisors Inc. | 0.08% | No change | 130,000 | $2.4M |
| MetLife Investment Management, LLC | 0.01% | No change | 117,784 | $2.1M |
| Renaissance Technologies | 0.00% | Reduce -67.6% | 108,304 | $2.0M |
| US Bancorp \de | 0.00% | Add +0.0% | 102,459 | $1.9M |
| Capital Fund Management S.A. | 0.02% | Reduce -17.9% | 99,428 | $1.8M |
| Northeast Investment Management | 0.07% | Reduce -2.5% | 96,931 | $1.8M |
| AQR Capital Management | 0.00% | Add +39.5% | 96,838 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.12% | Add +0.5% | 95,227 | $1.7M |
| Verition Fund Management LLC | 0.01% | Reduce -17.9% | 94,740 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.5% | 92,292 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 91,409 | $1.7M |
| Anderson Financial Strategies, LLC | 0.96% | Add +42.6% | 88,853 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +17.7% | 86,493 | $1.6M |
| First Pacific Advisors, LP | 0.02% | No change | 85,883 | $1.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -93.9% | 83,698 | $1.5M |
| Quantum Portfolio Management LLC | 0.44% | Add +49.2% | 81,935 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.8% | 74,890 | $1.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 73,407 | $1.3M |
| American Century Companies Inc. | 0.00% | Reduce -0.5% | 72,917 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +4.3% | 73,737 | $1.3M |
| Intech Investment Management LLC | 0.01% | Reduce -19.1% | 71,493 | $1.3M |
| Vest Financial, LLC | 0.02% | Reduce -40.5% | 71,331 | $1.3M |
| Citadel Advisors | 0.00% | Add +9.1% | 70,946 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.8% | 70,630 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +398.0% | 67,168 | $1.2M |
| Essex Financial Services, Inc. | 0.07% | Reduce -8.9% | 64,062 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | New | 61,409 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -5.6% | 60,422 | $1.1M |
| Moody LYNN Lieberson & Walker, LLC | 0.06% | Add +30.5% | 60,195 | $1.1M |
| New York State Common Retirement Fund | 0.00% | No change | 60,071 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -25.6% | 59,811 | $1.1M |
| Beese Fulmer Investment Management, Inc. | 0.07% | No change | 56,800 | $1.0M |
| Dark Forest Capital Management LP | 0.04% | Reduce -54.8% | 56,757 | $1.0M |
| Arizona State Retirement System | 0.01% | Add +0.4% | 56,300 | $1.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +27.6% | 55,567 | $1.0M |
| SlateStone Wealth, LLC | 0.09% | No change | 55,436 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Add +42.1% | 54,848 | $995K |
| Sheets Smith Investment Management | 0.64% | New | 54,273 | $985K |
| Quantessence Capital LLC | 0.30% | New | 51,667 | $938K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -14.5% | 46,000 | $858K |
| Handelsbanken Fonder AB | 0.00% | No change | 46,700 | $848K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 44,260 | $803K |
| Stifel Financial Corp. | 0.00% | No change | 42,969 | $780K |
| Sippican Capital Advisors | 0.50% | No change | 41,806 | $759K |
| KLP Kapitalforvaltning As | 0.00% | No change | 40,838 | $741K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -31.1% | 40,001 | $726K |
| BNP Paribas Financial Markets | 0.00% | Add +55.9% | 39,986 | $726K |
| Moors & Cabot, Inc. | 0.03% | Reduce -5.8% | 39,530 | $717K |
| Comerica Bank | 0.00% | Add +11.1% | 38,800 | $704K |
| Rockland Trust Co. | 0.03% | Add +44.1% | 38,730 | $703K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +49.9% | 38,433 | $698K |
| Quantinno Capital Management LP | 0.00% | Add +234.6% | 36,871 | $669K |
| Virtu Financial LLC | 0.04% | New | 36,071 | $655K |
| LPL Financial LLC | 0.00% | Add +1.2% | 35,434 | $643K |
| Howland Capital Management LLC | 0.02% | Add +30.7% | 35,270 | $640K |
| Lynch & Associates | 0.12% | No change | 35,000 | $635K |
| GAMCO Investors | 0.01% | Reduce -38.0% | 35,000 | $635K |
| DRW Securities, LLC | 0.03% | Add +100.0% | 33,675 | $614K |
| ProShare Advisors LLC | 0.00% | Reduce -16.6% | 33,644 | $611K |
| Crestwood Advisors Group, LLC | 0.01% | Add +12.1% | 33,405 | $606K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +1.1% | 33,404 | $606K |
| Elo Mutual Pension Insurance Co | 0.01% | Add +10.8% | 32,996 | $599K |
| Atria Investments, Inc | 0.01% | Add +0.5% | 32,950 | $598K |
| M&T Bank Corp | 0.00% | Add +0.9% | 32,479 | $590K |
| Keybank National Association | 0.00% | Add +33.1% | 32,393 | $588K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.6% | 30,492 | $553K |
| Verdence Capital Advisors LLC | 0.03% | Add +3.8% | 31,686 | $546K |
| Little House Capital LLC | 0.12% | No change | 29,526 | $536K |
| Bryce Point Capital, LLC | 0.64% | Reduce -35.6% | 29,113 | $528K |
| Two Sigma Investments, LP | 0.00% | Reduce -1.7% | 28,624 | $520K |
| Boston Family Office LLC | 0.03% | No change | 27,381 | $497K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.5% | 27,228 | $494K |
| Balyasny Asset Management L.P. | 0.00% | Add +3.7% | 27,223 | $494K |
| Jain Global LLC | 0.01% | New | 27,135 | $493K |
| Whalerock Point Partners, LLC | 0.10% | Reduce -27.6% | 26,247 | $476K |
| Savant Capital, LLC | 0.00% | Add +0.5% | 25,822 | $469K |
| Cerity Partners LLC | 0.00% | Add +0.2% | 25,363 | $460K |
| Neo Ivy Capital Management | 0.11% | New | 24,976 | $453K |
| Teacher Retirement System of Texas | 0.00% | Reduce -14.5% | 24,955 | $453K |
| Cetera Investment Advisers | 0.00% | Add +99.8% | 24,738 | $449K |
| AlphaQuest LLC | 0.03% | Add +9870.3% | 24,128 | $438K |
| Sheets Smith Wealth Management | 0.05% | New | 22,907 | $416K |
| Captrust Financial Advisors | 0.00% | Add +8.7% | 22,783 | $414K |
| Victory Capital Management Inc. | 0.00% | Reduce -3.3% | 22,368 | $406K |
| Penserra Capital Management LLC | 0.00% | New | 22,128 | $401K |
| Two Sigma Advisers, LP | 0.00% | Add +11.5% | 21,400 | $388K |
| CIBC Bancorp USA Inc. | 0.00% | — | 20,974 | $381K |
| Kitching Partners, LLC | 0.35% | Add +0.8% | 20,228 | $367K |
| Ballentine Partners, LLC | 0.00% | Reduce -7.5% | 19,394 | $352K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 18,789 | $341K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.6% | 18,419 | $334K |
| S&co Inc. | 0.02% | No change | 18,305 | $332K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.2% | 16,438 | $298K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.7% | 15,816 | $289K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 15,827 | $287K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 15,611 | $283K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -2.9% | 15,604 | $283K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.5% | 15,520 | $282K |
| Xponance LLC | 0.00% | Add +1.1% | 15,443 | $280K |
| Sei Investments Co. | 0.00% | Add +18.4% | 14,930 | $271K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.4% | 14,901 | $270K |
| Fiduciary Trust Co | 0.00% | No change | 14,868 | $270K |
| Somerville Kurt F | 0.04% | No change | 14,248 | $259K |
| Bluefin Capital Management, LLC | 0.14% | No change | 14,193 | $258K |
| Engineers Gate Manager LP | 0.00% | Reduce -28.0% | 14,179 | $257K |
| Single Point Partners, LLC | 0.05% | Add +0.3% | 13,845 | $251K |
| Principal Financial Group Inc. | 0.00% | Reduce -92.6% | 13,730 | $249K |
| Sterling Capital Management LLC | 0.00% | Add +156.5% | 13,623 | $247K |
| AE Wealth Management LLC | 0.00% | Reduce -0.7% | 13,278 | $241K |
| PFG Investments, LLC | 0.01% | Add +0.2% | 12,799 | $232K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 12,786 | $232K |
| Raymond James Financial Inc. | 0.00% | Add +1.6% | 12,780 | $232K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -4.0% | 12,572 | $228K |
| Tortoise Investment Management, LLC | 0.02% | No change | 12,478 | $226K |
| Mutual Advisors, LLC | 0.01% | New | 12,298 | $226K |
| Marble Harbor Investment Counsel, LLC | 0.02% | No change | 12,427 | $226K |
| Jump Financial, LLC | 0.00% | New | 12,213 | $222K |
| Mackenzie Financial Corp. | 0.00% | No change | 12,168 | $221K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -44.1% | 11,475 | $208K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 11,433 | $208K |
| Ledyard National Bank | 0.02% | No change | 11,398 | $207K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.1% | 10,985 | $199K |
| Caldwell Sutter Capital, Inc. | 0.08% | No change | 10,900 | $198K |
| Bank of Montreal | 0.00% | Add +3.3% | 10,668 | $194K |
| Choate Investment Advisors | 0.00% | No change | 10,580 | $192K |
| SummitTX Capital, L.P. | 0.01% | Reduce -27.9% | 10,453 | $190K |
| Roundview Capital LLC | 0.01% | No change | 10,326 | $187K |
| Profund Advisors LLC | 0.01% | Reduce -7.5% | 10,139 | $184K |
| Whittier Trust Co. | 0.00% | No change | 10,000 | $182K |
| Pension & Wealth Management Advisors, Inc. | 0.06% | No change | 10,000 | $182K |
| Prosperity Consulting Group, LLC | 0.01% | New | 10,000 | $182K |
| FineMark National Bank & Trust | 0.01% | No change | 10,000 | $182K |
| Mascoma Wealth Management LLC | 0.04% | No change | 9,912 | $180K |
| Barrett & Company, Inc. | 0.05% | No change | 8,176 | $152K |
| Amalgamated Bank | 0.00% | No change | 6,618 | $120K |
| 1620 Investment Advisors, Inc. | 0.08% | Add +0.2% | 6,549 | $119K |
| KBC Group NV | 0.00% | No change | 5,809 | $105K |
| Advisory Services Network, LLC | 0.00% | New | 5,200 | $94K |
| STRS Ohio | 0.00% | No change | 5,100 | $93K |
| Knott David M Jr | 0.04% | No change | 5,000 | $91K |
| Signaturefd, LLC | 0.00% | Reduce -3.7% | 4,831 | $88K |
| Cwm, LLC | 0.00% | Add +29.9% | 3,718 | $67K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 3,124 | $57K |
| Federated Hermes, Inc. | 0.00% | New | 2,702 | $49K |
| Sachetta, LLC | 0.02% | Add +0.8% | 2,617 | $47K |
| Trust Co. of Vermont | 0.00% | No change | 2,478 | $45K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.0% | 2,434 | $44K |
| Arax Advisory Partners | 0.00% | Add +5004.3% | 2,399 | $44K |
| Allworth Financial LP | 0.00% | Add +36.4% | 2,189 | $40K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -8.7% | 2,100 | $39K |
| Corsicana & Co. | 0.02% | — | 2,000 | $36K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,983 | $36K |
| Assetmark, Inc. | 0.00% | No change | 1,971 | $36K |
| PFS Partners, LLC | 0.02% | No change | 1,952 | $35K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,800 | $33K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +2.3% | 1,733 | $31K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,672 | $30K |
| Optiver Holding B.V. | 0.00% | Reduce -11.4% | 1,169 | $21K |
| Versant Capital Management, Inc | 0.00% | No change | 1,153 | $21K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -8.4% | 1,080 | $20K |
| Coastline Trust Co | 0.00% | No change | 1,000 | $18K |
| Westside Investment Management, Inc. | 0.00% | Add +100.0% | 952 | $17K |
| Clean Yield Group | 0.00% | No change | 900 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -5.3% | 875 | $16K |
| GAMMA Investing LLC | 0.00% | Add +5.8% | 818 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Add +116.5% | 747 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.9% | 680 | $12K |
| Shell Asset Management Co. | 0.00% | Reduce -70.3% | 659 | $12K |
| Root Financial Partners, LLC | 0.00% | New | 447 | $8K |
| Atlantic Private Wealth, LLC | 0.01% | New | 432 | $8K |
| Quarry LP | 0.00% | Add +14.0% | 408 | $7K |
| Rothschild Investment LLC | 0.00% | Reduce -7.5% | 310 | $6K |
| Danske Bank A/S | 0.00% | No change | 300 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +0.8% | 260 | $5K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 228 | $4K |
| Hemington Wealth Management | 0.00% | Add +61.0% | 227 | $4K |
| Bessemer Group Inc. | 0.00% | Reduce -11.5% | 215 | $4K |
| American Capital Advisory, LLC | 0.00% | No change | 200 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 180 | $3K |
| MAI Capital Management | 0.00% | Reduce -71.0% | 168 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +213.2% | 166 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 123 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 112 | $2K |
| Jones Financial Companies LLLP | 0.00% | No change | 95 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 94 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +87.1% | 58 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 47 | $853 |
| Wealthspire Advisors, LLC | 0.00% | New | 43 | $780 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -22.0% | 39 | $708 |
| IFP Advisors, Inc | 0.00% | Reduce -47.3% | 39 | $708 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 31 | $531 |
| Financial Consulate, Inc. | 0.00% | New | 29 | $527 |
| SJS Investment Consulting Inc. | 0.00% | No change | 20 | $363 |
| Rialto Wealth Management, LLC | 0.00% | No change | 12 | $218 |
| HFM Investment Advisors, LLC | 0.00% | No change | 12 | $218 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +14.3% | 8 | $145 |
| True Wealth Design, LLC | 0.00% | No change | 2 | $37 |
| Covestor Ltd | 0.00% | Reduce -99.8% | 11 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 38 | $0 |
"% of holder's portfolio" is EBC's weight in each manager's 13F, not the share of Eastern Bankshares Inc. the manager owns.