Funds holding Equitable Holdings Inc
474 funds declare a position · 119 ETFs and 355 other funds · 4.3B $· 467.6M SEK· 579.8K € · US29452E1010
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 8,926,955 | 331.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Core S&P Mid-Cap ETF iShares Trust | 7,935,364 | 294.5M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,463,779 | 239.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 4 | Washington Mutual Investors Fund Washington Mutual Investors Fund | 5,230,896 | 220.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 5 | Thornburg Investment Income Builder Fund THORNBURG INVESTMENT TRUST | 4,814,078 | 178.7M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 6 | T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 4,394,000 | 163.1M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 7 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 4,116,367 | 152.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 3,862,694 | 143.3M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 9 | VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 3,558,737 | 150.2M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 10 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,164,704 | 117.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 11 | American Funds Fundamental Investors American Funds Fundamental Investors | 3,158,180 | 117.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 12 | DIAMOND HILL LARGE CAP FUND Diamond Hill Funds | 2,209,724 | 82M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| 13 | iShares Russell Mid-Cap Growth ETF iShares Trust | 1,704,279 | 63.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 14 | Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) | 1,611,219 | 68M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 15 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,502,600 | 60.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 16 | Capital Income Builder Capital Income Builder | 1,466,314 | 61.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 17 | MFS Mid Cap Value Fund MFS SERIES TRUST XI | 1,418,234 | 52.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 18 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 1,383,905 | 51.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 19 | VIP Mid Cap Portfolio Variable Insurance Products Fund III | 1,309,400 | 48.6M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 20 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 1,270,585 | 47.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 21 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,125,359 | 47.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 22 | iShares Russell 1000 Growth ETF iShares Trust | 1,121,337 | 41.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 23 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,059,791 | 42.6M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 24 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,057,886 | 44.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 25 | iShares Russell Mid-Cap ETF iShares Trust | 946,990 | 35.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 26 | VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 917,826 | 38.7M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| 27 | THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 850,000 | 35.9M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 28 | VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 823,940 | 30.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 29 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 815,703 | 30.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 30 | Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 775,167 | 31.2M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 31 | iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 747,546 | 27.7M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 32 | MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 722,518 | 29.1M $ | 1.14 % | as of Feb 28, 2026 · Original filing |
| 33 | Small-MidCap Dividend Income Fund Principal Funds, Inc | 642,340 | 25.8M $ | 1.49 % | as of Feb 28, 2026 · Original filing |
| 34 | iShares S&P Mid-Cap 400 Value ETF iShares Trust | 610,284 | 22.6M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 35 | T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 572,377 | 21.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 36 | Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) | 556,175 | 20.6M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 37 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 536,785 | 21.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 38 | Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 523,496 | 21.1M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 39 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 521,959 | 22M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 40 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 518,302 | 21.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 41 | T. Rowe Price Large-Cap Value Fund T. Rowe Price Equity Funds, Inc. | 506,247 | 18.8M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 42 | T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 504,691 | 18.7M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 43 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 500,409 | 20.1M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 44 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 494,691 | 19.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 45 | T. Rowe Price Large Cap Value Portfolio Brighthouse Funds Trust I | 483,644 | 17.9M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 46 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 470,460 | 19.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 47 | WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 443,969 | 16.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 48 | VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 436,183 | 17.5M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 49 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 422,580 | 17M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 50 | Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 406,140 | 17.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 51 | iShares Core Dividend Growth ETF iShares Trust | 403,705 | 17M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 52 | AP7 Aktiefond Sjunde AP-fonden | 399,536 | 141.2M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 53 | CTIVP - T. Rowe Price Large Cap Value Fund Columbia Funds Variable Series Trust II | 390,965 | 14.5M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 54 | Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 348,842 | 12.9M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 55 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 347,744 | 12.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 56 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 346,238 | 14.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 57 | Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 343,958 | 12.8M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 58 | DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds | 342,394 | 12.7M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| 59 | State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 333,304 | 12.4M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 60 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 325,592 | 12.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 61 | TCW Relative Value Large Cap Fund TCW FUNDS INC | 320,255 | 13.5M $ | 2.44 % | as of Apr 30, 2026 · Original filing |
| 62 | Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 317,950 | 12.8M $ | 1.13 % | as of Feb 28, 2026 · Original filing |
| 63 | DIAMOND HILL SELECT FUND Diamond Hill Funds | 308,418 | 11.4M $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| 64 | Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 300,394 | 11.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 65 | Poplar Forest Partners Fund Advisors Series Trust | 300,000 | 11.1M $ | 3.34 % | as of Mar 31, 2026 · Original filing |
| 66 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 294,658 | 11.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 67 | JNL Mid Cap Index Fund JNL Series Trust | 285,858 | 10.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 68 | Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 280,858 | 11.3M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| 69 | Empower Large Cap Value Fund EMPOWER FUNDS, INC. | 277,635 | 10.3M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 70 | Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 275,100 | 10.2M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 71 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 267,386 | 11.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 72 | Nuveen Equity Index Fund TIAA-CREF Funds | 261,179 | 11M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 73 | State Farm Growth Fund Advisers Investment Trust | 245,800 | 9.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 74 | MFS Equity Income Fund MFS SERIES TRUST VII | 245,387 | 10.4M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| 75 | MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | 237,689 | 8.8M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 76 | Equity Income Trust John Hancock Variable Insurance Trust | 235,388 | 8.7M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 77 | EQ/Mid Cap Index Portfolio EQ Advisors Trust | 230,358 | 8.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 78 | T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 227,054 | 8.4M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 79 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 226,255 | 8.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 80 | Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 219,642 | 9.3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 81 | iShares Russell 1000 ETF iShares Trust | 216,759 | 8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 82 | Swedbank Robur Transfer 80 Swedbank Robur Fonder AB | 212,739 | 75.2M SEK | 0.08 % | as of Mar 31, 2026 · Original filing |
| 83 | Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 211,286 | 8.5M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 84 | Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 208,013 | 7.7M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 85 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 207,040 | 7.7M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 86 | U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 198,237 | 8.4M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 87 | Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 194,722 | 7.2M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 88 | College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 192,148 | 7.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 89 | Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 191,643 | 8.1M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 90 | Mid Cap Index Fund VALIC Co I | 187,555 | 7.5M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 91 | Classic Value Fund John Hancock Capital Series | 187,133 | 7.9M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| 92 | Invesco Main Street All Cap Fund AIM Equity Funds (Invesco Equity Funds) | 186,054 | 7.9M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 93 | Mid Cap Index Fund Northern Funds | 177,744 | 6.6M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 94 | T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 176,138 | 6.5M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 95 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 175,406 | 6.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 96 | Large Cap Index Master Portfolio Master Investment Portfolio | 174,662 | 6.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 97 | Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 172,310 | 7.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 98 | JNL/MFS Mid Cap Value Fund JNL Series Trust | 169,346 | 6.3M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 99 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 166,703 | 7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 100 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 166,316 | 6.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
Institutional managers
534 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 27,321,760 | 1B $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 18,218,634 | 676.1M $ | as of Mar 31, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,625,529 | 542.8M $ | as of Mar 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 12,632,922 | 468.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 11,981,175 | 444.6M $ | as of Mar 31, 2026 |
| Capital International Investors | 10,429,923 | 387.1M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 8,261,348 | 306.6M $ | as of Mar 31, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 7,192,046 | 266.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 5,854,515 | 216.7M $ | as of Mar 31, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | 4,994,205 | 185.3M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 4,905,475 | 182M $ | as of Mar 31, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | 4,464,347 | 165.7M $ | as of Mar 31, 2026 |
| Conifer Management, L.L.C. | 4,200,000 | 155.9M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,991,113 | 148.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,856,717 | 143.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 3,831,882 | 142.2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,525,676 | 130.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 3,137,357 | 116.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,060,459 | 113.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,976,024 | 110.4M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 2,598,051 | 96.4M $ | as of Mar 31, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | 2,661,117 | 95.2M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,442,698 | 90.6M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 2,230,326 | 82.8M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 2,201,064 | 81.7M $ | as of Mar 31, 2026 |