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
JNL/DFA U.S. Core Equity Fund JNL Series Trust 9,445414.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Janus Henderson Mid Cap Growth Alpha ETF Janus Detroit Street Trust 9,311443.7K $1.88 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 9,310385K $0.09 %0.00 %as of May 31, 2026 ↗
Income Equity Fund Northern Funds 9,207404K $0.13 %0.00 %as of Jun 30, 2026 ↗
iShares ESG MSCI USA Leaders ETF iShares Trust 8,945369.9K $0.03 %0.00 %as of May 31, 2026 ↗
Keeley Gabelli SMID Cap Value Fund Keeley Funds, Inc. 8,911391K $1.62 %0.00 %as of Jun 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,600355.6K $0.02 %0.00 %as of May 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 8,006381.5K $0.05 %0.00 %as of Jul 31, 2026 ↗
Cicero Offensiv Hållbar Cicero Fonder AB 8,0002.8M SEK0.73 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 8,000351K $0.03 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,941328.4K $0.02 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 7,671336.6K $0.05 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,653335.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 7,584332.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
MFS Blended Research Core Equity ETF MFS Active Exchange Traded Funds Trust 7,526311.2K $0.94 %0.00 %as of May 31, 2026 ↗
Unusual Whales Subversive Republican Trading ETF Tidal Trust I 7,120312.4K $0.35 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 7,093311.2K $0.09 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 7,085310.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 6,972305.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
Green Century Equity Fund GREEN CENTURY FUNDS 6,751321.7K $0.04 %0.00 %as of Jul 31, 2026 ↗
Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust 6,605273.1K $0.12 %0.00 %as of May 31, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 6,467283.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
SEB Active 55 SEB Funds AB 6,4032.3M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 6,393280.5K $0.09 %0.00 %as of Jun 30, 2026 ↗
Green Century Balanced Fund GREEN CENTURY FUNDS 6,345302.3K $0.08 %0.00 %as of Jul 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 6,054250.3K $0.02 %0.00 %as of May 31, 2026 ↗
Nordea Stratega 70 Nordea Funds Ab 5,9862.1M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 5,948261K $0.13 %0.00 %as of Jun 30, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 5,9002.1M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 5,837256.1K $0.14 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 5,674249K $0.03 %0.00 %as of Jun 30, 2026 ↗
SEB Active 80 SEB Funds AB 5,4721.9M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 5,4711.9M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 5,463239.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 5,300232.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 5,047221.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
Nordea Stratega 35 Nordea Funds Ab 5,0141.7M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust 5,008207.1K $0.04 %0.00 %as of May 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 4,900215K $0.02 %0.00 %as of Jun 30, 2026 ↗
ADLER VALUE FUND Ultimus Managers Trust 4,800198.5K $4.60 %0.00 %as of May 31, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 4,794210.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 4,664192.9K $0.02 %0.00 %as of May 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 4,600201.8K $0.06 %0.00 %as of Jun 30, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 4,350207.3K $0.02 %0.00 %as of Jul 31, 2026 ↗
Nordea Stratega 50 Nordea Funds Ab 4,2901.5M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 4,282187.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 4,230185.6K $0.06 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 4,135197K $0.29 %0.00 %as of Jul 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 4,036166.9K $0.04 %0.00 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 3,995190.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 3,933172.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 3,922172.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
Growth Equity Index Fund GuideStone Funds 3,653160.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 3,591157.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 3,521145.6K $0.03 %0.00 %as of May 31, 2026 ↗
Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds 3,344159.3K $0.02 %0.00 %as of Jul 31, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 3,3351.2M SEK0.09 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 3,144138K $0.18 %0.00 %as of Jun 30, 2026 ↗
Skandia Balanserad Skandia Fonder AB 3,0701.1M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
SEB Active 30 SEB Funds AB 3,0201.1M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 2,926128.4K $0.06 %0.00 %as of Jun 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 2,908138.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
Keeley Dividend ETF Gabelli ETFs Trust 2,822123.8K $1.47 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust 2,642115.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 2,550105.4K $0.04 %0.00 %as of May 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,515110.4K $0.11 %0.00 %as of Jun 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 2,443116.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 2,442107.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 2,361112.5K $0.24 %0.00 %as of Jul 31, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 2,319101.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,308110K $0.02 %0.00 %as of Jul 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 2,25498.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Avanza USA Avanza Fonder AB 2,135754.8K SEK0.03 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,13293.6K $0.09 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST 2,13193.5K $0.06 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 2,129752.6K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 2,08686.3K $0.03 %0.00 %as of May 29, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 2,044722.6K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 1,905673.5K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust 1,90490.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 1,85076.5K $0.03 %0.00 %as of May 31, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 1,800636.3K SEK0.02 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,80079K $0.01 %0.00 %as of Jun 30, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 1,65879K $0.78 %0.00 %as of Jul 31, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 1,64172K $0.22 %0.00 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 1,63071.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,58975.7K $0.02 %0.00 %as of Jul 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,57565.1K $0.01 %0.00 %as of May 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,55968.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Growth Index Fund MoA Funds Corp 1,52867K $0.02 %0.00 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1,50062K $0.01 %0.00 %as of May 31, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 1,424503.4K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Cicero Yield Cicero Fonder AB 1,400491.9K SEK0.31 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 1,36756.5K $0.18 %0.00 %as of May 31, 2026 ↗
GodFond Sverige & Världen Storebrand Asset Management AS 1,357479.7K SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1,35159.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 1,32858.3K $0.06 %0.00 %as of Jun 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 1,31162.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
SEB Active 20 SEB Funds AB 1,303460.6K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 1,27555.9K $0.02 %0.00 %as of Jun 30, 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