EBC · Eastern Bankshares, Inc. · Shareholders & Ownership

$22.40 +0.29 (+1.31%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.12B

228.51M

Volume · Oct 23 2.97M Avg daily vol (3M) 2.43M

Every disclosed holder of EBC in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns EBC

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	328	192,874,120	84.40%	Yes
Insiders (Forms 3, 4, 5)	23	2,947,432	1.29%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	32,690,000	14.31%	Rest
Registered funds (N-PORT, not summed)	300	101,174,399	44.28%	No

Shares outstanding: 228,511,552, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of EBC

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	22,422,283	9.81%	+5,703,910	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	21,640,502	9.47%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,405,970	2.37%	+82,099	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,892,775	2.14%	—	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,889,714	0.83%	+22,987	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	705,022	0.31%	—	Jun 30, 2026	iShares Trust, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,055,159	7.03%	+1,237,659	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	4,839,156	2.12%	+18,987	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	2,408,605	1.05%	+255,476	Jul 31, 2026	Fidelity Salem Street Trust, not summed
2.3	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	2,407,700	1.05%	-268,900	Jul 31, 2026	Fidelity Securities Fund, not summed
2.4	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	1,475,215	0.65%	+148,356	Jun 30, 2026	Fidelity Covington Trust, not summed
2.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,124,954	0.49%	-19,303	May 31, 2026	Fidelity Concord Street Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,136,655	5.75%	+2,348,195	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,262,936	5.80%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,630,998	5.53%	-824,789	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	12,124,657	5.31%	+3,603,128	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	12,124,657	5.31%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,753,937	1.21%	+87,954	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,946,745	0.85%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,101,012	0.48%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	674,653	0.30%	+2,773	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,455,830	4.14%	+837,600	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,729,271	1.19%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,107,153	0.48%	+115,873	Jul 31, 2026	Dimensional ETF Trust, not summed
6.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,054,172	0.46%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	781,242	0.34%	+4,232	Jul 31, 2026	Dimensional ETF Trust, not summed
6.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	529,321	0.23%	+9,193	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,411,617	4.12%	-104,149	Jun 30, 2026	carried, not yet filed for the newest quarter
8	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,507,507	3.29%	+6,012,300	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	61,331	0.03%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
8.2	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	42,345	0.02%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
8.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	26,765	0.01%	+7,563	May 31, 2026	Goldman Sachs ETF Trust, not summed
8.4	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	16,521	0.01%	-193,450	Jul 31, 2026	Goldman Sachs Trust, not summed
8.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	8,576	0.00%	+216	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
9	HoldCo Asset Management, LP 13F CIK 1724246 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,382,772	3.23%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,600,886	2.89%	-111,428	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,514,253	2.85%	-331,963	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,791,627	2.53%	+240,603	Jun 30, 2026	carried, not yet filed for the newest quarter
13	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,680,338	2.49%	-305,774	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,770,180	2.09%	-118,234	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,660,287	1.60%	+2,212,508	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,022,190	1.32%	-91,188	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,918,045	1.28%	-80,135	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	1,905,700	0.83%	-54,000	May 29, 2026	Delaware Group Equity Funds V, not summed
17.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	996,100	0.44%	+1,000	Jun 30, 2026	Delaware VIP Trust, not summed
18	PGIM Jennison Small Company Fund Fund S000004629 · Registered fund · Jun 30, 2026 Prudential Jennison Small Co Fund, Inc., not summed	2,666,834	1.17%	-173,247	Jun 30, 2026	Prudential Jennison Small Co Fund, Inc., not summed
19	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,597,403	1.14%	+1,389,151	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,471,316	1.08%	+529,789	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	182,858	0.08%	—	Jun 30, 2026	Northern Funds, not summed
20.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	111,364	0.05%	+9,793	Jun 30, 2026	Northern Funds, not summed
20.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	42,270	0.02%	+2,076	Jul 31, 2026	FlexShares Trust, not summed
20.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	20,323	0.01%	-580	Jun 30, 2026	Northern Funds, not summed
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,433,777	1.07%	+18,161	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,332,022	1.02%	-508,271	Jun 30, 2026	carried, not yet filed for the newest quarter
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,153,384	0.94%	+96,573	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,039,553	0.45%	-28,154	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	535,580	0.23%	+57,300	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	185,742	0.08%	-12,958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	133,178	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	127,725	0.06%	+1,916	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,994,543	0.87%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,949,358	0.85%	+635,900	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	318	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
26	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,903,527	0.83%	-60,028	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Brown Advisory Small-Cap Fundamental Value Fund Fund S000038484 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	790,590	0.35%	-13,965	Jun 30, 2026	Brown Advisory Funds, not summed
26.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	76,869	0.03%	-5,593	Jun 30, 2026	Brown Advisory Funds, not summed
27	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,837,919	0.80%	+1,837,919	Jun 30, 2026	carried, not yet filed for the newest quarter
28	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,820,072	0.80%	-95,635	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	1,265,409	0.55%	-128,460	May 31, 2026	MFS SERIES TRUST XIII, not summed
28.2	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	21,695	0.01%	-1,334	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
28.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	2,842	0.00%	-411	Jul 31, 2026	MFS Series Trust XV, not summed
29	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,771,172	0.78%	-76,122	Jun 30, 2026	carried, not yet filed for the newest quarter
30	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,717,075	0.75%	+948,454	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,685,203	0.74%	+580,339	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	8,181	0.00%	+229	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,626,323	0.71%	+234,643	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	553,380	0.24%	-10,960	Jul 31, 2026	TIAA-CREF Funds, not summed
32.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	533,916	0.23%	+206,820	Jun 30, 2026	College Retirement Equities Fund, not summed
32.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	291,741	0.13%	+35,517	Jul 31, 2026	TIAA-CREF Funds, not summed
32.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	189,497	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
32.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	11,508	0.01%	-287	Jun 30, 2026	TIAA-CREF Life Funds, not summed
33	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,547,993	0.68%	-410,162	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	715,118	0.31%	-11,504	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
33.2	William Blair Small-Mid Cap Value Fund Fund S000080810 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	3,399	0.00%	0	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
34	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,481,263	0.65%	+1,362,636	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	185,255	0.08%	+138,850	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
34.2	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	165,084	0.07%	+94,975	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
34.3	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	95,354	0.04%	—	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
34.4	First Trust NASDAQ ABA Community Bank Index Fund Fund S000026211 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	81,476	0.04%	-2,594	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
34.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	49,567	0.02%	+30,271	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
35	EASTERN BANK 13F CIK 1126395 · Unknown · Sep 30, 2026	1,459,995	0.64%	-12,127	Sep 30, 2026
36	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,426,371	0.62%	+373,031	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,410,976	0.62%	+3,911	Jun 30, 2026	carried, not yet filed for the newest quarter
38	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,290,830	0.56%	+6,203	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	390,377	0.17%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
38.2	Financial Industries Fund Fund S000000634 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	224,431	0.10%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
38.3	John Hancock Multifactor Small Cap ETF Fund S000059464 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	60,540	0.03%	-5,922	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
39	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,275,000	0.56%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Impax Small Cap Fund Fund S000021459 · Registered fund · Jun 30, 2026 IMPAX FUNDS SERIES TRUST I, not summed	1,275,000	0.56%	0	Jun 30, 2026	IMPAX FUNDS SERIES TRUST I, not summed
41	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,209,750	0.53%	—	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
42	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,153,166	0.50%	+1,153,166	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	1,118,186	0.49%	+20,278	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
44	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	1,055,648	0.46%	—	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
45	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,027,908	0.45%	+1,027,908	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	156,677	0.07%	—	Jul 31, 2026	Principal Funds, Inc, not summed
45.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	14,670	0.01%	+7,551	Jul 31, 2026	Principal Funds, Inc, not summed
46	Bridgewater Associates, LP 13F CIK 1350694 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	924,805	0.40%	-16,540	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	868,648	0.38%	+21,243	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
48	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	672,161	0.29%	-1,916	Jun 30, 2026	Bridge Builder Trust, not summed
49	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	620,100	0.27%	+620,100	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	585,789	0.26%	+197,637	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	236,553	0.10%	-1,049	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
50.2	Invesco Dorsey Wright Financial Momentum ETF Fund S000013102 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	57,169	0.03%	+40,848	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
50.3	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	35,498	0.02%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
50.4	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	19,724	0.01%	+9,062	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed

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Key facts CIK 1810546 CUSIP 27627N105 13F (30d) 58 filings 58 filers Visit website Investor relations