Titelia

Fund shareholders of Equitable Holdings Inc

ISIN US29452E1010 · United States · LEI 549300FIBAKMNHPZ4009

Fund shareholders
447
Of which ETFs
98 349 other funds
Value held
≈ 5.2B $ 5.1B $ · 467.6M SEK · 579.8K €
Share of capital
42.6 % of 273M shares on Aug 4, 2026

447 funds hold this company. This table lists the 445 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 42,1861.9M $0.34 %0.02 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 41,9582M $0.31 %0.02 %as of Jul 31, 2026 ↗
Invesco V.I. Main Street Mid Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 41,7821.8M $1.11 %0.02 %as of Jun 30, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 40,5701.9M $0.37 %0.01 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 38,6651.7M $0.20 %0.01 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 38,3501.7M $0.03 %0.01 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 38,3341.7M $0.01 %0.01 %as of Jun 30, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 37,5441.8M $0.37 %0.01 %as of Jul 31, 2026 ↗
Pzena Mid Cap Value Fund Advisors Series Trust 37,4481.5M $1.51 %0.01 %as of May 31, 2026 ↗
NYLIM Candriam U.S. Mid Cap Equity ETF NYLIM ETF Trust 36,9601.8M $0.53 %0.01 %as of Jul 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 36,9301.6M $0.33 %0.01 %as of Jun 30, 2026 ↗
SEB Dynamisk Aktiefond SEB Funds AB 36,70013M SEK0.06 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 35,0071.5M $0.37 %0.01 %as of Jun 30, 2026 ↗
ICON CONSUMER SELECT SCM Trust 33,5001.5M $5.63 %0.01 %as of Jun 30, 2026 ↗
Aktiespararna Global Direktavkastning Cicero Fonder AB 33,13311.6M SEK1.75 %0.01 %as of Mar 31, 2026 ↗
MFS Low Volatility Equity Fund MFS SERIES TRUST I 32,4501.3M $0.43 %0.01 %as of May 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 32,3531.5M $0.19 %0.01 %as of Jul 31, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 31,30011.1M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 31,3001.4M $0.03 %0.01 %as of Jun 30, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 30,98111M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 30,9281.5M $0.38 %0.01 %as of Jul 31, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 30,55110.8M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds 30,2201.4M $0.23 %0.01 %as of Jul 31, 2026 ↗
SEB Världenfond SEB Funds AB 29,80010.5M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 29,1901.4M $0.06 %0.01 %as of Jul 31, 2026 ↗
DIAMOND HILL MID CAP FUND Diamond Hill Funds 27,9641.2M $1.67 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 27,2501.3M $0.04 %0.01 %as of Jul 31, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 27,2281.2M $0.09 %0.01 %as of Jun 30, 2026 ↗
Baird Small/Mid Cap Growth Fund Baird Funds Inc 26,6601.2M $1.51 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 26,5661.2M $0.03 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 26,2791.2M $0.05 %0.01 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 25,1711.2M $0.01 %0.01 %as of Jul 31, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 25,1578.9M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 24,8011.1M $0.22 %0.01 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 24,7141.1M $0.03 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 24,3021M $0.02 %0.01 %as of May 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 24,2251.1M $0.06 %0.01 %as of Jun 30, 2026 ↗
The Gabelli ABC Fund Gabelli Investor Funds Inc 23,2001M $0.24 %0.01 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 23,1511M $0.12 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 23,116955.8K $0.02 %0.01 %as of May 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 23,0151M $0.17 %0.01 %as of Jun 30, 2026 ↗
U.S. Quality ESG Fund Northern Funds 22,751998.3K $0.27 %0.01 %as of Jun 30, 2026 ↗
Pzena U.S. Large Cap Value ETF Advisors Series Trust 22,655936.8K $1.51 %0.01 %as of May 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 22,368981.5K $0.24 %0.01 %as of Jun 30, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 22,337980.1K $0.30 %0.01 %as of Jun 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 21,934962.5K $0.09 %0.01 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 21,8661M $0.02 %0.01 %as of Jul 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 21,7511M $0.37 %0.01 %as of Jul 31, 2026 ↗
AltShares Merger Arbitrage ETF AltShares Trust 21,387884.4K $0.86 %0.01 %as of May 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 20,761911K $0.33 %0.01 %as of Jun 30, 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 20,184885.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
Capital Income Builder AMERICAN FUNDS INSURANCE SERIES 19,938874.9K $0.05 %0.01 %as of Jun 30, 2026 ↗
FIS Christian Stock Fund FIS Trust 19,484855K $1.09 %0.01 %as of Jun 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 19,374850.1K $0.05 %0.01 %as of Jun 30, 2026 ↗
Avanza Global Avanza Fonder AB 18,5026.5M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 18,495811.6K $0.02 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 18,126749.5K $0.01 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 17,970856.3K $0.02 %0.01 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 17,610772.7K $0.02 %0.01 %as of Jun 30, 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 17,199819.5K $0.01 %0.01 %as of Jul 31, 2026 ↗
Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust 17,191754.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
Poplar Forest Cornerstone Fund Advisors Series Trust 17,100750.3K $1.97 %0.01 %as of Jun 30, 2026 ↗
SEB USA Exposure SEB Funds AB 16,7635.9M SEK0.02 %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 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 16,153708.8K $0.04 %0.01 %as of Jun 30, 2026 ↗
Penn Series SMID Cap Growth Fund Penn Series Funds Inc 15,462678.5K $0.87 %0.01 %as of Jun 30, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 15,265727.4K $0.09 %0.01 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,715645.7K $0.04 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 14,456634.3K $0.09 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 13,797605.4K $0.04 %0.01 %as of Jun 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 13,609648.5K $0.33 %0.00 %as of Jul 31, 2026 ↗
Large Capital Growth Fund VALIC Co I 13,269548.7K $0.07 %0.00 %as of May 31, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 13,260581.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Storebrand Global Multifactor Storebrand Asset Management AS 13,1974.7M SEK0.35 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 12,984536.9K $0.07 %0.00 %as of May 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 12,928567.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 12,599552.8K $0.11 %0.00 %as of Jun 30, 2026 ↗
MONONGAHELA ALL CAP VALUE FUND FORUM FUNDS 12,500595.6K $1.25 %0.00 %as of Jul 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 12,284539K $0.23 %0.00 %as of Jun 30, 2026 ↗
Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust 12,223536.3K $0.20 %0.00 %as of Jun 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 12,090576.1K $0.02 %0.00 %as of Jul 31, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 12,066574.9K $0.28 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 12,003571.9K $0.20 %0.00 %as of Jul 31, 2026 ↗
AXS Dynamic Opportunity Fund INVESTMENT MANAGERS SERIES TRUST II 12,000526.6K $0.83 %0.00 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 11,853564.8K $0.02 %0.00 %as of Jul 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 11,734485.2K $0.10 %0.00 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 11,618509.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 11,529476.7K $0.04 %0.00 %as of May 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 11,486504K $0.04 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 10,644440.1K $0.06 %0.00 %as of May 31, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 10,6003.7M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 10,582464.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 10,075442.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 9,790404.8K $0.25 %0.00 %as of May 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 9,638398.5K $0.02 %0.00 %as of May 31, 2026 ↗
Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC 9,625422.3K $0.77 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 9,490392.4K $0.01 %0.00 %as of May 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 9,457391K $0.34 %0.00 %as of May 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Amundi Dynamique Climat Amundi Asset Management 0.17 %as of Sep 30, 2025 ↗
Pictet - Quest AI-Driven Global Equities Pictet Asset Management (Europe) S.A. 0.12 %as of Sep 30, 2025 ↗

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 5.63 %as of Jun 30, 2026 ↗
ADLER VALUE FUND Ultimus Managers Trust 4.60 %as of May 31, 2026 ↗
Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust 3.52 %as of Jul 31, 2026 ↗
Dunham Monthly Distribution Fund Dunham Funds 3.52 %as of Jul 31, 2026 ↗
Poplar Forest Partners Fund Advisors Series Trust 3.48 %as of Jun 30, 2026 ↗
TCW Relative Value Large Cap Fund TCW FUNDS INC 2.85 %as of Jul 31, 2026 ↗
NYLIM Merger Arbitrage ETF NYLIM ETF Trust 2.77 %as of Jul 31, 2026 ↗
TCW Relative Value Mid Cap Fund TCW FUNDS INC 2.63 %as of Jul 31, 2026 ↗
DIAMOND HILL SELECT FUND Diamond Hill Funds 2.49 %as of Jun 30, 2026 ↗
DIAMOND HILL LARGE CAP FUND Diamond Hill Funds 2.23 %as of Jun 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3396-29114,980,674+2.0 %
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
T. Rowe Price Associates, Inc. 6.70 %18,270,539as of Jun 30, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 4.94 %13,495,380as of Jun 30, 2026 · SCHEDULE 13G
Canada Pension Plan Investment Board 3.30 %9,106,103as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of Equitable Holdings Inc

196 funds declare 309 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 INTERMEDIATE-TERM CORPORATE BOND INDEX FUND239.1M $as of May 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND435.9M $as of Jun 30, 2026
Guggenheim Total Return Bond Fund135.3M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND430.6M $as of Jun 30, 2026
VANGUARD ULTRA-SHORT BOND ETF129.4M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND124.3M $as of Jul 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND123.6M $as of May 31, 2026
PIMCO Long Duration Credit Bond Portfolio322M $as of Jun 30, 2026
Guggenheim Macro Opportunities Fund121.1M $as of Jun 30, 2026
Cohen & Steers Preferred Securities & Income Fund, Inc.113.6M $as of Jun 30, 2026
Strategic Advisers Fidelity Core Income Fund312.8M $as of May 31, 2026
iShares Core U.S. Aggregate Bond ETF412.7M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND210.4M $as of Jun 30, 2026
VANGUARD ULTRA-SHORT-TERM BOND FUND19.4M $as of Jul 31, 2026
Fidelity Series Investment Grade Bond Fund18.9M $as of May 31, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF18.5M $as of May 31, 2026
Spectrum Preferred and Capital Securities Income Fund18.3M $as of May 31, 2026
Fidelity U.S. Bond Index Fund48.2M $as of May 31, 2026
PIMCO Investment Grade Credit Bond Fund17.8M $as of Jun 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF67.8M $as of May 31, 2026
Neuberger Strategic Income Fund17.7M $as of Jul 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF37.6M $as of May 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF27.6M $as of May 31, 2026
iShares iBonds Dec 2028 Term Corporate ETF17.2M $as of Jul 31, 2026
Fidelity Investment Grade Bond Central Fund17.1M $as of Jun 30, 2026
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Titelia. "Fund shareholders of Equitable Holdings Inc". https://titelia.com/en/stocks/equitable-holdings-inc-US29452E1010