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
AXS Dynamic Opportunity Fund INVESTMENT MANAGERS SERIES TRUST II 12,000445.3K $0.82 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 11,811498.4K $0.12 %0.00 %as of Apr 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 11,332420.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Value ETF iShares Trust 11,235474.1K $0.04 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 11,232451.8K $0.06 %0.00 %as of Feb 28, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 11,139413.4K $0.10 %0.00 %as of Mar 31, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 10,6003.7M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 10,063404.7K $0.07 %0.00 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 10,023403.1K $0.16 %0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 9,865366.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 9,782393.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 9,600405.1K $0.32 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 9,555384.3K $0.25 %0.00 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 9,552384.2K $0.05 %0.00 %as of Feb 28, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 9,548402.9K $0.02 %0.00 %as of Apr 30, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 9,457380.4K $0.33 %0.00 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 9,445350.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Income Equity Fund Northern Funds 9,414349.4K $0.12 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 9,310374.4K $0.12 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 9,252372.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 8,960360.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
iShares ESG MSCI USA Leaders ETF iShares Trust 8,945359.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 8,937377.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 8,665365.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,600345.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 8,598345.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 8,321308.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
MFS Global Tactical Allocation Portfolio MFS VARIABLE INSURANCE TRUST II 8,122301.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 8,085300K $0.02 %0.00 %as of Mar 31, 2026 ↗
Cicero Offensiv Hållbar Cicero Fonder AB 8,0002.8M SEK0.73 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,653284K $0.03 %0.00 %as of Mar 31, 2026 ↗
Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III 7,644283.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 7,584281.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
MFS Blended Research Core Equity ETF MFS Active Exchange Traded Funds Trust 7,526302.7K $0.99 %0.00 %as of Feb 28, 2026 ↗
Green Century Equity Fund GREEN CENTURY FUNDS 7,448314.3K $0.04 %0.00 %as of Apr 30, 2026 ↗
Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust 7,365296.2K $0.13 %0.00 %as of Feb 28, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 7,251269.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 7,058261.9K $0.38 %0.00 %as of Mar 31, 2026 ↗
Keeley Gabelli SMID Cap Value Fund Keeley Funds, Inc. 6,777251.5K $1.09 %0.00 %as of Mar 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 6,765251K $0.09 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 6,725249.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Unusual Whales Subversive Republican Trading ETF Tidal Trust I 6,580244.2K $0.36 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 6,562243.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 6,467240K $0.01 %0.00 %as of Mar 31, 2026 ↗
SEB Active 55 SEB Funds AB 6,4032.3M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 6,396237.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 6,357235.9K $0.08 %0.00 %as of Mar 31, 2026 ↗
Green Century Balanced Fund GREEN CENTURY FUNDS 6,345267.8K $0.07 %0.00 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 6,279252.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 6,190229.7K $0.25 %0.00 %as of Mar 31, 2026 ↗
TRIBUTARY BALANCED FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 6,135227.7K $0.29 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 6,115226.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Nordea Stratega 70 Nordea Funds Ab 5,9862.1M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 5,9002.1M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 5,779232.4K $0.04 %0.00 %as of Feb 28, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 5,674210.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 5,665210.2K $0.10 %0.00 %as of Mar 31, 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 ↗
AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust 5,346198.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 5,300196.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 5,242194.5K $0.11 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 5,224220.5K $0.02 %0.00 %as of Apr 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 4,989200.7K $0.05 %0.00 %as of Feb 28, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 4,903182K $0.01 %0.00 %as of Mar 31, 2026 ↗
ADLER VALUE FUND Ultimus Managers Trust 4,800193.1K $4.30 %0.00 %as of Feb 28, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 4,692198K $0.24 %0.00 %as of Apr 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 4,688174K $0.02 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust 4,637186.5K $0.03 %0.00 %as of Feb 27, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 4,620171.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 4,600170.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 4,528168K $0.02 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST 4,406163.5K $0.11 %0.00 %as of Mar 31, 2026 ↗
Nordea Stratega 50 Nordea Funds Ab 4,2901.5M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 4,163154.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds 4,048170.8K $0.02 %0.00 %as of Apr 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 4,036162.3K $0.04 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 3,932145.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 3,922145.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 3,836154.3K $0.03 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 3,831154.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
Growth Equity Index Fund GuideStone Funds 3,799141K $0.02 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 3,666136K $0.06 %0.00 %as of Mar 31, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 3,607145.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 3,341124K $0.13 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 3,3351.2M SEK0.09 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS 3,319123.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
Skandia Balanserad Skandia Fonder AB 3,0701.1M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 3,041122.3K $0.09 %0.00 %as of Feb 28, 2026 ↗
SEB Active 30 SEB Funds AB 3,0201.1M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 2,940109.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 2,903116.8K $0.02 %0.00 %as of Feb 27, 2026 ↗
Keeley Dividend ETF Gabelli ETFs Trust 2,822104.7K $1.39 %0.00 %as of Mar 31, 2026 ↗
AQR Trend Total Return Fund AQR Funds 2,739101.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Balanced Fund JNL Series Trust 2,57895.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 2,53093.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 2,443103.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,30897.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 2,27095.8K $0.23 %0.00 %as of Apr 30, 2026 ↗

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