Titelia

Fund shareholders of Equitable Holdings Inc

ISIN US29452E1010 · United States · LEI 549300FIBAKMNHPZ4009

Fund shareholders
476
Of which ETFs
119 357 other funds
Value held
4.3B $ 467.6M SEK · 579.8K €
Share of capital
41.8 % of 273M shares on Aug 4, 2026

476 funds hold this company. This table lists the 474 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
Invesco V.I. Main Street Mid Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 41,0921.5M $1.02 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 40,8811.5M $0.08 %0.01 %as of Mar 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 40,4661.5M $0.33 %0.01 %as of Mar 31, 2026 ↗
Systematic Growth Fund VALIC Co I 39,4451.6M $0.16 %0.01 %as of Feb 28, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 39,3641.7M $0.35 %0.01 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 38,6651.4M $0.19 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 38,3501.4M $0.03 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 38,2151.6M $0.09 %0.01 %as of Apr 30, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 37,5411.6M $0.50 %0.01 %as of Apr 30, 2026 ↗
Pzena Mid Cap Value Fund Advisors Series Trust 37,4481.5M $1.53 %0.01 %as of Feb 28, 2026 ↗
SEB Dynamisk Aktiefond SEB Funds AB 36,70013M SEK0.06 %0.01 %as of Mar 31, 2026 ↗
ICON CONSUMER SELECT SCM Trust 36,7001.4M $5.43 %0.01 %as of Mar 31, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 36,5531.4M $0.10 %0.01 %as of Mar 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 36,5061.5M $0.30 %0.01 %as of Apr 30, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 36,3941.5M $0.02 %0.01 %as of Apr 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 35,6001.3M $0.01 %0.01 %as of Mar 31, 2026 ↗
Aggressive Investors 1 Fund Bridgeway Funds, Inc. 35,0001.3M $0.64 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 34,5801.5M $0.14 %0.01 %as of Apr 30, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 34,3021.3M $0.10 %0.01 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 34,1921.3M $0.00 %0.01 %as of Mar 31, 2026 ↗
MFS Low Volatility Equity Fund MFS SERIES TRUST I 33,7721.4M $0.39 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 33,7091.4M $0.09 %0.01 %as of Feb 28, 2026 ↗
Aktiespararna Global Direktavkastning Cicero Fonder AB 33,13311.6M SEK1.75 %0.01 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 32,5531.4M $0.35 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 31,8541.3M $0.17 %0.01 %as of Apr 30, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 31,30011.1M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 30,98111M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 30,8661.1M $0.02 %0.01 %as of Mar 31, 2026 ↗
DIAMOND HILL MID CAP FUND Diamond Hill Funds 30,5641.1M $1.58 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 30,55110.8M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
Baird Small/Mid Cap Growth Fund Baird Funds Inc 30,5071.1M $1.47 %0.01 %as of Mar 31, 2026 ↗
SEB Världenfond SEB Funds AB 29,80010.5M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 29,5001.1M $0.06 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 29,1901.2M $0.06 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 28,8991.2M $0.10 %0.01 %as of Apr 30, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 28,5781.2M $1.00 %0.01 %as of Apr 30, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 27,6081M $0.30 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 27,2561M $0.05 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 27,2501.1M $0.04 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 26,566985.9K $0.03 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 25,9201.1M $0.39 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 25,6051.1M $0.07 %0.01 %as of Apr 30, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 25,526947.3K $0.04 %0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 25,1711.1M $0.01 %0.01 %as of Apr 30, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 25,1578.9M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 24,380980.6K $0.02 %0.01 %as of Feb 28, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 23,8211M $0.04 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 23,733880.7K $0.24 %0.01 %as of Mar 31, 2026 ↗
The Gabelli ABC Fund Gabelli Investor Funds Inc 23,200861K $0.21 %0.01 %as of Mar 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 22,878849K $0.08 %0.01 %as of Mar 31, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 22,744914.8K $0.03 %0.01 %as of Feb 28, 2026 ↗
U.S. Quality ESG Fund Northern Funds 22,501835K $0.26 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 22,094888.6K $0.02 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 21,757807.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 21,755807.3K $0.24 %0.01 %as of Mar 31, 2026 ↗
FIS Christian Stock Fund FIS Trust 21,044846.4K $1.04 %0.01 %as of Feb 28, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 20,881774.9K $0.32 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 20,878774.8K $0.21 %0.01 %as of Mar 31, 2026 ↗
SEB Global Aktiefond SEB Funds AB 20,4007.2M SEK0.06 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 20,184749K $0.02 %0.01 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 20,144747.5K $0.09 %0.01 %as of Mar 31, 2026 ↗
Capital Income Builder AMERICAN FUNDS INSURANCE SERIES 19,938739.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 19,518823.7K $0.02 %0.01 %as of Apr 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 19,174711.5K $0.15 %0.01 %as of Mar 31, 2026 ↗
Avanza Global Avanza Fonder AB 18,5026.5M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 18,126729K $0.01 %0.01 %as of Feb 28, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 17,808660.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
KPA Blandfond Swedbank Robur Fonder AB 17,2496.1M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 17,199725.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
Poplar Forest Cornerstone Fund Advisors Series Trust 17,100634.6K $1.87 %0.01 %as of Mar 31, 2026 ↗
SEB USA Exposure SEB Funds AB 16,7635.9M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 16,400608.6K $0.08 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Access Edge Global Swedbank Robur Fonder AB 16,3955.8M SEK0.09 %0.01 %as of Mar 31, 2026 ↗
Mid-Cap Growth Portfolio PACIFIC SELECT FUND 16,137598.8K $0.08 %0.01 %as of Mar 31, 2026 ↗
Penn Series SMID Cap Growth Fund Penn Series Funds Inc 16,039595.2K $0.93 %0.01 %as of Mar 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 15,800635.5K $0.07 %0.01 %as of Feb 28, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 15,673581.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 15,377648.9K $0.05 %0.01 %as of Apr 30, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 15,295645.4K $0.30 %0.01 %as of Apr 30, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 15,148609.3K $0.02 %0.01 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,715546.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
PSF Global Portfolio Prudential Series Fund 14,571540.7K $0.05 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 14,260529.2K $0.08 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 13,757510.5K $0.03 %0.01 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 13,609574.3K $0.30 %0.00 %as of Apr 30, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 13,547544.9K $0.09 %0.00 %as of Feb 28, 2026 ↗
World Selection Index Fund Northern Funds 13,332494.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Storebrand Global Multifactor Storebrand Asset Management AS 13,1974.7M SEK0.35 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 13,079485.4K $0.24 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust 12,995482.2K $0.19 %0.00 %as of Mar 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 12,975481.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust 12,930545.6K $0.05 %0.00 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 12,928479.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 12,730512K $0.12 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 12,562505.2K $0.05 %0.00 %as of Feb 28, 2026 ↗
MONONGAHELA ALL CAP VALUE FUND FORUM FUNDS 12,500527.5K $1.21 %0.00 %as of Apr 30, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 12,389522.8K $0.08 %0.00 %as of Apr 30, 2026 ↗
Large Capital Growth Fund VALIC Co I 12,290494.3K $0.06 %0.00 %as of Feb 28, 2026 ↗
Victory Target Managed Allocation Fund Victory Portfolios III 12,141488.3K $0.22 %0.00 %as of Feb 28, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 12,090510.2K $0.02 %0.00 %as of Apr 30, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
ICON CONSUMER SELECT SCM Trust 5.43 %as of Mar 31, 2026 ↗
ADLER VALUE FUND Ultimus Managers Trust 4.30 %as of Feb 28, 2026 ↗
Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust 3.54 %as of Apr 30, 2026 ↗
Poplar Forest Partners Fund Advisors Series Trust 3.34 %as of Mar 31, 2026 ↗
TCW Relative Value Large Cap Fund TCW FUNDS INC 2.44 %as of Apr 30, 2026 ↗
TCW Relative Value Mid Cap Fund TCW FUNDS INC 2.36 %as of Apr 30, 2026 ↗
DIAMOND HILL LARGE CAP FUND Diamond Hill Funds 2.08 %as of Mar 31, 2026 ↗
DIAMOND HILL SELECT FUND Diamond Hill Funds 2.01 %as of Mar 31, 2026 ↗
Poplar Forest Cornerstone Fund Advisors Series Trust 1.87 %as of Mar 31, 2026 ↗
Aktiespararna Global Direktavkastning Cicero Fonder AB 1.75 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2425-48112,742,016-6.6 %
2026Q1473-41120,734,133-3.7 %
2025Q4514-27125,351,204-3.9 %
2025Q3541+7130,458,519+3.9 %
2025Q2534+30125,608,855-0.8 %
2025Q1504+6126,560,369-1.6 %
2024Q4498+10128,650,334+3.6 %
2024Q3488+16124,219,666-8.6 %
2024Q2472+23135,952,775+5.9 %
2024Q1449+26128,408,962-13.7 %
2023Q4423148,805,174

Institutional managers

534 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.27,321,7601B $as of Mar 31, 2026
CANADA PENSION PLAN INVESTMENT BOARD18,218,634676.1M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/17,525,534650.4K $as of Mar 31, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC14,625,529542.8M $as of Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC12,632,922468.8M $as of Mar 31, 2026
STATE STREET CORP11,981,175444.6M $as of Mar 31, 2026
Capital International Investors10,429,923387.1M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP8,261,348306.6M $as of Mar 31, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC7,192,046266.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC5,854,515216.7M $as of Mar 31, 2026
THORNBURG INVESTMENT MANAGEMENT INC4,994,205185.3M $as of Mar 31, 2026
BANK OF MONTREAL /CAN/4,905,475182M $as of Mar 31, 2026
PZENA INVESTMENT MANAGEMENT LLC4,464,347165.7M $as of Mar 31, 2026
Conifer Management, L.L.C.4,200,000155.9M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,991,113148.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP3,856,717143.1M $as of Mar 31, 2026
NORTHERN TRUST CORP3,831,882142.2M $as of Mar 31, 2026
Invesco Ltd.3,525,676130.8M $as of Mar 31, 2026
CITADEL ADVISORS LLC3,137,357116.4M $as of Mar 31, 2026
MORGAN STANLEY3,060,459113.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,976,024110.4M $as of Mar 31, 2026
NORDEA INVESTMENT MANAGEMENT AB2,661,11795.2M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC2,598,05196.4M $as of Mar 31, 2026
Bank of New York Mellon Corp2,442,69890.6M $as of Mar 31, 2026
Woodline Partners LP2,230,32682.8M $as of Mar 31, 2026

Declared shareholders of Equitable Holdings Inc

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Norges Bank 6.633 %18,595,728as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.42 %15,216,306as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.24 %14,700,544as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Equitable Holdings Inc

194 funds declare 306 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND435.1M $as of Mar 31, 2026
PIMCO Long Duration Credit Bond Portfolio434.8M $as of Mar 31, 2026
Guggenheim Total Return Bond Fund134.6M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND231.2M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND430.4M $as of Mar 31, 2026
VANGUARD ULTRA-SHORT BOND ETF129.5M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND124.5M $as of Apr 30, 2026
Cohen & Steers Preferred Securities & Income Fund, Inc.123.4M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND122.6M $as of Feb 28, 2026
Guggenheim Macro Opportunities Fund120.7M $as of Mar 31, 2026
Strategic Advisers Fidelity Core Income Fund313M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF412.8M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND210.3M $as of Mar 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF39.6M $as of Feb 28, 2026
VANGUARD ULTRA-SHORT-TERM BOND FUND19.4M $as of Apr 30, 2026
Fidelity Series Investment Grade Bond Fund19M $as of Feb 28, 2026
Spectrum Preferred and Capital Securities Income Fund18.4M $as of Feb 28, 2026
Fidelity U.S. Bond Index Fund48.3M $as of Feb 28, 2026
Neuberger Strategic Income Fund17.7M $as of Apr 30, 2026
PIMCO Investment Grade Credit Bond Fund17.7M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF27.6M $as of Feb 28, 2026
iShares Broad USD Investment Grade Corporate Bond ETF67.5M $as of Feb 28, 2026
Fidelity Investment Grade Bond Central Fund17.1M $as of Mar 31, 2026
iShares iBonds Dec 2028 Term Corporate ETF17M $as of Apr 30, 2026
Fidelity Total Bond ETF26.6M $as of Feb 28, 2026
Cite this page

Titelia. "Fund shareholders of Equitable Holdings Inc". https://titelia.com/en/stocks/equitable-holdings-inc-US29452E1010