Eastern BanksharesEBC
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 289 institutions reported holding Eastern Bankshares Inc. (EBC) in their 13F filings, up 21 from Q3 2025. 44 opened new positions and 29 sold out. The largest holders were Vanguard Group Inc. ($403.1M), BlackRock, Inc. ($327.8M) and FMR LLC ($324.5M). 6 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Eastern Bankshares Inc.
- CUSIP
- 27627N105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $101.3M |
| Exits | 29 | $122.1M |
All 13F filers, Q3 2025 → Q4 2025: 32,268,467 shares bought and 12,861,243 shares sold, net +19,407,224 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 289 holders
| Vanguard Group Inc. | 0.01% | Add +12.6% | 21,874,030 | $403.1M |
| BlackRock, Inc. | 0.01% | Add +6.1% | 17,787,834 | $327.8M |
| FMR LLC | 0.02% | Reduce -7.4% | 17,608,092 | $324.5M |
| T. Rowe Price Investment Management, Inc. | 0.16% | Add +33.0% | 13,728,558 | $253.0M |
| Dimensional Fund Advisors LP | 0.04% | Add +10.9% | 9,552,160 | $176.0M |
| State Street Corp. | 0.01% | Add +18.4% | 8,919,404 | $164.4M |
| Wellington Management Group LLP | 0.02% | Add +185.9% | 7,437,108 | $137.1M |
| HoldCo Asset Management, LP | 10.24% | Add +15.2% | 7,382,772 | $136.1M |
| Geode Capital Management, LLC | 0.01% | Add +12.2% | 5,427,922 | $100.1M |
| Jennison Associates LLC | 0.06% | Add +23.0% | 5,311,122 | $97.9M |
| Nomura Asset Management International Inc. | 0.09% | — | 3,111,250 | $57.3M |
| Frontier Capital Management Co. LLC | 0.58% | Reduce -0.9% | 2,961,743 | $54.6M |
| Brown Advisory Inc. | 0.07% | Reduce -33.9% | 2,580,615 | $47.6M |
| Citadel Advisors | 0.03% | Add +3294.4% | 2,408,212 | $44.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +9.1% | 2,085,729 | $38.4M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -3.5% | 2,017,900 | $37.2M |
| Systematic Financial Management LP | 0.83% | Reduce -1.2% | 1,902,771 | $35.1M |
| William Blair Investment Management, LLC | 0.10% | Reduce -9.3% | 1,893,928 | $34.9M |
| Northern Trust Corp. | 0.00% | Add +3.3% | 1,887,073 | $34.8M |
| Norges Bank | 0.00% | — | 1,820,287 | $33.5M |
| UBS Group AG | 0.01% | Add +249.9% | 1,810,225 | $33.4M |
| Morgan Stanley | 0.00% | Add +40.6% | 1,788,372 | $33.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +33.8% | 1,474,451 | $27.2M |
| Eastern Bank | 0.46% | Reduce -6.3% | 1,450,526 | $26.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.7% | 1,314,956 | $24.2M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +32.1% | 1,289,081 | $23.8M |
| Impax Asset Management Group plc | 0.15% | Add +27.5% | 1,275,000 | $23.5M |
| Basswood Capital Management, L.L.C. | 0.97% | New | 1,191,380 | $22.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +169.2% | 1,158,321 | $21.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.1% | 1,129,098 | $20.8M |
| Millennium Management | 0.02% | Reduce -26.1% | 1,123,890 | $20.7M |
| Nuveen, LLC | 0.01% | Add +3.4% | 1,065,558 | $19.6M |
| FJ Capital Management LLC | 1.89% | Reduce -5.1% | 926,841 | $17.1M |
| Barclays PLC | 0.01% | Add +24.2% | 874,433 | $16.1M |
| Freestone Grove Partners LP | 0.11% | New | 860,922 | $15.9M |
| North Reef Capital Management LP | 0.59% | New | 796,451 | $14.7M |
| Bridgewater Associates | 0.05% | Add +80.2% | 714,155 | $13.2M |
| Alyeska Investment Group, L.P. | 0.04% | New | 700,000 | $12.9M |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 646,737 | $11.9M |
| Algebris (uk) Ltd. | 0.92% | Add +21.8% | 624,471 | $11.5M |
| Susquehanna International Group, LLP | 0.01% | Add +131.6% | 560,786 | $10.3M |
| Qube Research & Technologies Ltd | 0.01% | New | 512,426 | $9.4M |
| Marshall Wace, LLP | 0.01% | Add +63.0% | 442,104 | $8.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +24.5% | 433,061 | $8.0M |
| Swiss National Bank | 0.00% | Add +15.2% | 424,964 | $7.8M |
| Renaissance Technologies | 0.01% | Add +281.4% | 413,019 | $7.6M |
| Invesco Ltd. | 0.00% | Reduce -7.2% | 394,570 | $7.3M |
| Citigroup Inc. | 0.00% | Add +123.7% | 386,451 | $7.1M |
| Endeavour Capital Advisors Inc. | 1.94% | Reduce -9.4% | 377,776 | $7.0M |
| Raffles Associates LP | 4.97% | No change | 359,788 | $6.6M |
| Dark Forest Capital Management LP | 0.29% | Add +516.7% | 350,044 | $6.5M |
| Rafferty Asset Management, LLC | 0.02% | Add +25.3% | 340,218 | $6.3M |
| Jain Global LLC | 0.06% | Add +1123.6% | 332,035 | $6.1M |
| State of Wisconsin Investment Board | 0.01% | Add +1.7% | 331,028 | $6.1M |
| Northstar Asset Management Inc. | 1.57% | Reduce -20.6% | 330,762 | $6.1M |
| Man Group plc | 0.01% | Reduce -38.5% | 319,186 | $5.9M |
| Alliancebernstein L.P. | 0.00% | Add +17.0% | 301,368 | $5.6M |
| Rhumbline Advisers | 0.00% | Reduce -1.3% | 286,977 | $5.3M |
| Focus Partners Wealth | 0.01% | Add +287.3% | 285,577 | $5.3M |
| Bessemer Group Inc. | 0.01% | Add +121943.3% | 262,393 | $4.8M |
| Creative Planning | 0.00% | Add +3.8% | 262,028 | $4.8M |
| Wells Fargo & Company | 0.00% | Add +64.6% | 249,340 | $4.6M |
| TD Asset Management Inc | 0.00% | Add +58.1% | 240,558 | $4.4M |
| AQR Capital Management | 0.00% | Add +144.1% | 236,407 | $4.4M |
| Jane Street Group, LLC | 0.00% | New | 217,311 | $4.0M |
| Legal & General Group Plc | 0.00% | Add +6.9% | 214,136 | $3.9M |
| Voya Investment Management LLC | 0.00% | Reduce -31.3% | 210,938 | $3.9M |
| California State Teachers Retirement System | 0.00% | Add +14.3% | 205,060 | $3.8M |
| Towle & Co. | 0.98% | New | 200,820 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.9% | 197,027 | $3.6M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -3.4% | 186,802 | $3.4M |
| American Century Companies Inc. | 0.00% | Add +138.9% | 174,170 | $3.2M |
| Deutsche Bank AG | 0.00% | Add +14.6% | 173,768 | $3.2M |
| Sentinel Pension Advisors, LLC | 0.48% | Reduce -5.7% | 167,868 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.7% | 162,367 | $3.0M |
| Williams Jones Wealth Management, LLC. | 0.03% | Add +320.8% | 161,713 | $3.0M |
| Ruffer LLP | 0.13% | New | 160,133 | $3.0M |
| XTX Topco Ltd | 0.07% | New | 153,781 | $2.8M |
| HSBC Holdings PLC | 0.00% | New | 142,975 | $2.6M |
| First Trust Advisors LP | 0.00% | Reduce -89.0% | 125,744 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.6% | 124,029 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | Add +5.0% | 123,615 | $2.3M |
| Sei Investments Co. | 0.00% | Add +708.1% | 120,645 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -61.9% | 115,957 | $2.1M |
| Hennessy Advisors Inc. | 0.07% | Reduce -13.1% | 113,000 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +12.6% | 102,902 | $1.9M |
| US Bancorp \de | 0.00% | Add +0.2% | 102,693 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.5% | 95,472 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Add +13.0% | 94,598 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -2.8% | 92,605 | $1.7M |
| Northeast Investment Management | 0.07% | Reduce -4.6% | 92,488 | $1.7M |
| Verition Fund Management LLC | 0.01% | Reduce -6.9% | 88,218 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +1.6% | 87,840 | $1.6M |
| First Pacific Advisors, LP | 0.02% | No change | 85,883 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +40.4% | 83,949 | $1.5M |
| Anderson Financial Strategies, LLC | 0.89% | Reduce -6.6% | 82,987 | $1.5M |
| Intech Investment Management LLC | 0.01% | Add +14.3% | 81,687 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +19.3% | 80,109 | $1.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +4.4% | 76,645 | $1.4M |
| New York State Common Retirement Fund | 0.00% | Add +17.8% | 70,771 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.4% | 69,676 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | Add +46.9% | 68,600 | $1.3M |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | Add +13.4% | 68,256 | $1.3M |
| Homestead Advisers Corp | 0.03% | New | 66,800 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Add +19.6% | 65,595 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.4% | 64,752 | $1.2M |
| Minerva Advisors LLC | 0.77% | New | 62,576 | $1.2M |
| Mariner, LLC | 0.00% | Add +3.5% | 62,528 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +9.2% | 60,686 | $1.1M |
| Sandy Cove Advisors, LLC | 0.33% | New | 60,192 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +6.1% | 59,729 | $1.1M |
| Essex Financial Services, Inc. | 0.06% | Reduce -7.0% | 59,571 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +46.3% | 58,513 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +126.2% | 57,370 | $1.1M |
| GAMCO Investors | 0.01% | Add +61.4% | 56,500 | $1.0M |
| SlateStone Wealth, LLC | 0.09% | No change | 55,436 | $1.0M |
| Jupiter Asset Management Ltd. | 0.01% | New | 53,252 | $981K |
| Quantum Portfolio Management LLC | 0.42% | Reduce -37.5% | 51,169 | $943K |
| Empowered Funds, LLC | 0.02% | New | 50,198 | $925K |
| SeaCrest Wealth Management, LLC | 0.09% | No change | 46,000 | $891K |
| KLP Kapitalforvaltning As | 0.00% | Add +13.2% | 46,238 | $852K |
| Quantinno Capital Management LP | 0.00% | Add +21.2% | 44,672 | $823K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 44,260 | $816K |
| Stifel Financial Corp. | 0.00% | Add +2.9% | 44,197 | $815K |
| Rockland Trust Co. | 0.03% | Add +12.2% | 43,443 | $801K |
| Verdence Capital Advisors LLC | 0.05% | Add +34.5% | 42,631 | $786K |
| Comerica Bank | 0.00% | Add +8.1% | 41,922 | $773K |
| Sippican Capital Advisors | 0.50% | No change | 41,806 | $770K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 41,017 | $756K |
| ProShare Advisors LLC | 0.00% | Add +20.4% | 40,489 | $746K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 40,123 | $739K |
| Moors & Cabot, Inc. | 0.03% | Add +0.1% | 39,565 | $729K |
| DRW Securities, LLC | 0.05% | Add +9.7% | 36,953 | $681K |
| Alliance Private Wealth, LLC | 0.24% | — | 31,008 | $680K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +7.6% | 35,945 | $662K |
| Atria Investments, Inc | 0.01% | Add +8.9% | 35,876 | $661K |
| Lynch & Associates | 0.12% | No change | 35,000 | $645K |
| Weiss Asset Management LP | 0.01% | New | 34,896 | $643K |
| LPL Financial LLC | 0.00% | Reduce -1.7% | 34,839 | $642K |
| HighTower Advisors, LLC | 0.00% | Add +81.9% | 33,501 | $617K |
| Pictet Asset Management Holding SA | 0.00% | Add +9.0% | 33,238 | $613K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.7% | 33,164 | $611K |
| M&T Bank Corp | 0.00% | Add +1.3% | 32,884 | $606K |
| Keybank National Association | 0.00% | Add +0.0% | 32,401 | $597K |
| Howland Capital Management LLC | 0.02% | Reduce -8.5% | 32,270 | $595K |
| Balyasny Asset Management L.P. | 0.00% | Add +18.0% | 32,118 | $592K |
| Index Technologies Group LLC | 0.60% | — | 31,426 | $579K |
| Little House Capital LLC | 0.14% | No change | 29,526 | $544K |
| Two Sigma Investments, LP | 0.00% | No change | 28,624 | $528K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.1% | 27,812 | $513K |
| STRS Ohio | 0.00% | Add +427.4% | 26,900 | $496K |
| Captrust Financial Advisors | 0.00% | Add +17.9% | 26,866 | $495K |
| Boston Family Office LLC | 0.03% | Reduce -2.2% | 26,776 | $493K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -64.6% | 26,539 | $489K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +75.9% | 26,214 | $483K |
| Savant Capital, LLC | 0.00% | Add +0.1% | 25,857 | $477K |
| Victory Capital Management Inc. | 0.00% | Add +13.6% | 25,403 | $468K |
| Sheets Smith Wealth Management | 0.05% | No change | 22,907 | $422K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 22,014 | $406K |
| Genesis Wealth Advisors, LLC | 0.27% | New | 21,234 | $391K |
| Kitching Partners, LLC | 0.34% | Add +0.7% | 20,362 | $375K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +28.0% | 19,868 | $366K |
| Ballentine Partners, LLC | 0.01% | Add +2.3% | 19,845 | $366K |
| Twelve Points Wealth Management LLC | 0.08% | New | 18,154 | $353K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 18,789 | $346K |
| Two Sigma Advisers, LP | 0.00% | Reduce -12.6% | 18,700 | $345K |
| Mutual Advisors, LLC | 0.01% | Add +50.4% | 18,498 | $341K |
| S&co Inc. | 0.02% | No change | 18,305 | $337K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +9.4% | 17,991 | $332K |
| Xponance LLC | 0.00% | Add +13.4% | 17,512 | $323K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +9.6% | 17,330 | $321K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +5.6% | 16,713 | $308K |
| AE Wealth Management LLC | 0.00% | Add +24.7% | 16,555 | $305K |
| Whalerock Point Partners, LLC | 0.06% | Reduce -38.1% | 16,247 | $299K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -60.3% | 15,901 | $293K |
| Marble Harbor Investment Counsel, LLC | 0.03% | Add +27.7% | 15,866 | $292K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 15,611 | $288K |
| Fiduciary Trust Co | 0.00% | No change | 14,868 | $274K |
| Occudo Quantitative Strategies LP | 0.02% | New | 14,690 | $271K |
| Cibc World Markets Corp. | 0.00% | — | 14,663 | $270K |
| Mayflower Financial Advisors, LLC | 0.03% | Add +26.8% | 14,498 | $267K |
| Somerville Kurt F | 0.04% | No change | 14,248 | $263K |
| PCM Encore, LLC | 0.06% | — | 14,109 | $260K |
| Mackenzie Financial Corp. | 0.00% | Add +14.1% | 13,882 | $257K |
| Single Point Partners, LLC | 0.05% | No change | 13,845 | $255K |
| Prudential Financial Inc. | 0.00% | Reduce -96.9% | 13,662 | $252K |
| PFG Investments, LLC | 0.01% | Add +6.4% | 13,619 | $251K |
| Barrett & Company, Inc. | 0.08% | Add +65.7% | 13,545 | $250K |
| World Investment Advisors | 0.00% | New | 13,091 | $241K |
| Raymond James Financial Inc. | 0.00% | Add +1.7% | 12,995 | $239K |
| Cetera Investment Advisers | 0.00% | Reduce -47.6% | 12,961 | $239K |
| Sterling Capital Management LLC | 0.00% | Reduce -5.4% | 12,884 | $237K |
| Abacus Wealth Partners, LLC | 0.02% | New | 12,801 | $236K |
| EP Wealth Advisors, LLC | 0.00% | — | 12,778 | $235K |
| Tortoise Investment Management, LLC | 0.02% | No change | 12,478 | $230K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -5.3% | 12,108 | $223K |
| Cwm, LLC | 0.00% | Add +207.7% | 11,439 | $211K |
| Jefferies Financial Group Inc. | 0.00% | New | 11,429 | $211K |
| Ledyard National Bank | 0.02% | No change | 11,398 | $210K |
| Quadrant Capital Group LLC | 0.01% | No change | 10,985 | $202K |
| Bank of Montreal | 0.00% | Add +0.1% | 10,675 | $197K |
| Choate Investment Advisors | 0.00% | No change | 10,580 | $195K |
| Whittier Trust Co. | 0.00% | No change | 10,000 | $194K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -17.2% | 10,409 | $192K |
| Profund Advisors LLC | 0.01% | Add +2.5% | 10,387 | $191K |
| Roundview Capital LLC | 0.01% | No change | 10,326 | $190K |
| Forum Financial Management, LP | 0.00% | New | 10,104 | $186K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | No change | 10,000 | $184K |
| FineMark National Bank & Trust | 0.01% | No change | 10,000 | $184K |
| Mascoma Wealth Management LLC | 0.04% | No change | 9,912 | $183K |
| Caldwell Sutter Capital, Inc. | 0.06% | Reduce -24.5% | 8,232 | $152K |
| 1620 Investment Advisors, Inc. | 0.09% | Add +8.3% | 7,092 | $131K |
| Farther Finance Advisors, LLC | 0.00% | Add +940.7% | 7,077 | $130K |
| Amalgamated Bank | 0.00% | Add +5.2% | 6,963 | $128K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -40.1% | 6,872 | $127K |
| Hantz Financial Services, Inc. | 0.00% | New | 5,986 | $110K |
| KBC Group NV | 0.00% | No change | 5,809 | $107K |
| Signaturefd, LLC | 0.00% | Add +10.1% | 5,318 | $98K |
| Knott David M Jr | 0.04% | No change | 5,000 | $92K |
| State of Wyoming | 0.01% | New | 4,132 | $76K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,311 | $61K |
| Bayforest Capital Ltd | 0.04% | New | 3,243 | $60K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +76.9% | 3,065 | $56K |
| SHP Wealth Management | 0.00% | — | 2,836 | $52K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,800 | $52K |
| Sachetta, LLC | 0.03% | Add +0.7% | 2,634 | $49K |
| Trust Co. of Vermont | 0.00% | No change | 2,478 | $46K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.0% | 2,433 | $45K |
| Allworth Financial LP | 0.00% | Add +2.9% | 2,253 | $42K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 2,176 | $40K |
| PFS Partners, LLC | 0.02% | Add +5.5% | 2,059 | $38K |
| Nisa Investment Advisors, LLC | 0.00% | Add +22.0% | 2,040 | $38K |
| Corsicana & Co. | 0.02% | No change | 2,000 | $37K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,983 | $37K |
| Assetmark, Inc. | 0.00% | Reduce -0.6% | 1,959 | $36K |
| Danske Bank A/S | 0.00% | Add +533.3% | 1,900 | $35K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,800 | $33K |
| Federated Hermes, Inc. | 0.00% | Reduce -38.1% | 1,673 | $31K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +87.1% | 1,637 | $30K |
| Versant Capital Management, Inc | 0.00% | Add +20.1% | 1,385 | $26K |
| GAMMA Investing LLC | 0.00% | Add +57.2% | 1,286 | $24K |
| MAI Capital Management | 0.00% | Add +617.9% | 1,206 | $22K |
| Arax Advisory Partners | 0.00% | Reduce -57.0% | 1,031 | $19K |
| Cornerstone Financial Management LLC | 0.02% | — | 1,000 | $18K |
| Coastline Trust Co | 0.00% | No change | 1,000 | $18K |
| Optiver Holding B.V. | 0.00% | Reduce -15.4% | 989 | $18K |
| Westside Investment Management, Inc. | 0.00% | No change | 952 | $18K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -11.8% | 953 | $18K |
| Los Angeles Capital Management LLC | 0.00% | New | 964 | $17K |
| Clean Yield Group | 0.00% | No change | 900 | $17K |
| Smartleaf Asset Management LLC | 0.00% | No change | 747 | $14K |
| Larson Financial Group LLC | 0.00% | New | 707 | $13K |
| Essential Partners LLC | 0.00% | New | 636 | $12K |
| Kemnay Advisory Services Inc. | 0.00% | New | 615 | $11K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -76.7% | 490 | $10K |
| Root Financial Partners, LLC | 0.00% | Add +18.6% | 530 | $10K |
| Rothschild Investment LLC | 0.00% | Add +34.8% | 418 | $8K |
| Jones Financial Companies LLLP | 0.00% | Add +336.8% | 415 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 302 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.5% | 256 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Add +35.0% | 243 | $4K |
| Quarry LP | 0.00% | Reduce -46.1% | 220 | $4K |
| American Capital Advisory, LLC | 0.00% | No change | 200 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +15.7% | 192 | $4K |
| Zions Bancorporation, National Association | 0.00% | New | 128 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 123 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 112 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 101 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 94 | $2K |
| IFP Advisors, Inc | 0.00% | Add +133.3% | 91 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +130.8% | 90 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 61 | $1K |
| Bell Investment Advisors, Inc | 0.00% | New | 52 | $959 |
| MH & Associates Securities Management Corp. | 0.00% | — | 50 | $922 |
| Rockefeller Capital Management L.P. | 0.00% | New | 49 | $903 |
| C M Bidwell & Associates Ltd. | 0.00% | New | 42 | $774 |
| Fortitude Family Office, LLC | 0.00% | Reduce -19.1% | 38 | $700 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 31 | $572 |
| Trust Co | 0.00% | New | 30 | $553 |
| Financial Consulate, Inc. | 0.00% | No change | 29 | $535 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 25 | $461 |
| SJS Investment Consulting Inc. | 0.00% | No change | 20 | $369 |
| Rialto Wealth Management, LLC | 0.00% | Add +50.0% | 18 | $332 |
| HFM Investment Advisors, LLC | 0.00% | No change | 12 | $222 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +25.0% | 10 | $184 |
| Dunhill Financial, LLC | 0.00% | New | 4 | $69 |
| True Wealth Design, LLC | 0.00% | Add +50.0% | 3 | $56 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 1 | $18 |
| Covestor Ltd | 0.00% | Reduce -9.1% | 10 | $0 |
"% of holder's portfolio" is EBC's weight in each manager's 13F, not the share of Eastern Bankshares Inc. the manager owns.