Equitable HoldingsEQH
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 504 institutions reported holding Equitable Holdings Inc. (EQH) in their 13F filings, up 13 from Q2 2024. 59 opened new positions and 46 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($1.3B) and T. Rowe Price Associates Inc. ($871.8M). 9 famous investors held it, including Andreas Halvorsen (0.5% of Viking Global Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Equitable Holdings Inc.
- CUSIP
- 29452E101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $102.8M |
| Exits | 46 | $200.9M |
All 13F filers, Q2 2024 → Q3 2024: 15,506,523 shares bought and 27,972,599 shares sold, net −12,466,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 504 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.3% | 36,244,318 | $1.5B |
| BlackRock, Inc. | 0.03% | — | 30,954,445 | $1.3B |
| T. Rowe Price Associates Inc. | 0.10% | Reduce -1.6% | 20,742,765 | $871.8M |
| Canada Pension Plan Investment Board | 0.75% | Add +1.6% | 18,952,271 | $796.6M |
| Pzena Investment Management LLC | 2.23% | Reduce -11.9% | 16,432,139 | $690.6M |
| Norges Bank | 0.09% | Reduce -4.6% | 14,730,542 | $619.1M |
| State Street Corp. | 0.02% | Add +2.7% | 12,976,870 | $545.4M |
| Invesco Ltd. | 0.06% | Add +6.7% | 7,733,968 | $325.1M |
| First Trust Advisors LP | 0.30% | Add +13.6% | 7,465,183 | $313.8M |
| Conifer Management, L.L.C. | 28.87% | No change | 6,000,000 | $252.2M |
| Geode Capital Management, LLC | 0.02% | Reduce -17.8% | 5,675,311 | $238.0M |
| Wellington Management Group LLP | 0.04% | Add +3.0% | 5,513,571 | $231.7M |
| Thornburg Investment Management Inc. | 2.88% | No change | 5,267,993 | $221.4M |
| Acadian Asset Management LLC | 0.64% | Add +54.7% | 4,902,453 | $206.0M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -8.9% | 4,505,223 | $189.4M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.3% | 4,134,988 | $173.8M |
| Sessa Capital IM, L.P. | 6.48% | Reduce -19.2% | 4,035,058 | $169.6M |
| Morgan Stanley | 0.01% | Add +26.9% | 3,800,139 | $159.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -5.8% | 3,508,047 | $147.4M |
| Northern Trust Corp. | 0.02% | Reduce -4.4% | 3,355,569 | $141.0M |
| Viking Global Investors | 0.47% | Reduce -47.9% | 3,050,262 | $128.2M |
| HSBC Holdings PLC | 0.06% | Reduce -64.4% | 2,434,185 | $102.3M |
| Principal Financial Group Inc. | 0.06% | Add +21.6% | 2,395,570 | $100.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +2.5% | 2,220,356 | $93.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.3% | 2,165,115 | $91.0M |
| Capital International Investors | 0.02% | Add +75.6% | 2,093,613 | $88.0M |
| Amundi | 0.03% | Add +6.9% | 1,701,863 | $72.6M |
| Marshall Wace, LLP | 0.10% | Add +22.4% | 1,728,102 | $72.6M |
| Samlyn Capital, LLC | 1.15% | Add +9.6% | 1,698,295 | $71.4M |
| Legal & General Group Plc | 0.02% | Add +0.9% | 1,643,496 | $69.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -51.9% | 1,631,103 | $68.6M |
| Deutsche Bank AG | 0.02% | Add +35.8% | 1,413,237 | $59.4M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -43.0% | 1,404,969 | $59.1M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +2.8% | 1,395,072 | $58.6M |
| Woodline Partners LP | 0.48% | Add +16.9% | 1,345,033 | $56.5M |
| CI Investments Inc. | 0.20% | Reduce -2.4% | 1,228,839 | $51.6M |
| Ensign Peak Advisors, Inc | 0.09% | Reduce -22.1% | 1,154,114 | $48.5M |
| Qube Research & Technologies Ltd | 0.09% | New | 1,118,008 | $47.0M |
| Ameriprise Financial Inc. | 0.01% | Add +1.7% | 1,082,449 | $45.5M |
| Millennium Management | 0.04% | Add +5.9% | 1,010,995 | $42.5M |
| Rhumbline Advisers | 0.04% | Reduce -6.8% | 1,006,777 | $42.3M |
| Citadel Advisors | 0.04% | Add +282.4% | 1,003,512 | $42.2M |
| Swiss National Bank | 0.03% | Reduce -0.5% | 965,400 | $40.6M |
| Storebrand Asset Management As | 0.13% | Reduce -2.2% | 957,518 | $40.2M |
| Poplar Forest Capital LLC | 5.23% | Reduce -0.6% | 913,944 | $38.4M |
| Artemis Investment Management LLP | 0.58% | Add +53.0% | 910,729 | $38.3M |
| JPMorgan Chase & Co. | 0.00% | Add +20.3% | 908,653 | $38.2M |
| Balyasny Asset Management L.P. | 0.10% | Reduce -30.4% | 881,416 | $37.0M |
| Franklin Resources Inc. | 0.01% | Reduce -4.3% | 738,437 | $32.5M |
| Federated Hermes, Inc. | 0.07% | Add +24.6% | 748,658 | $31.5M |
| Russell Investments Group, Ltd. | 0.05% | Add +9.9% | 747,319 | $31.4M |
| Bain Capital Public Equity Management II, LLC | 1.39% | Add +30.5% | 726,568 | $30.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +1.1% | 711,855 | $29.9M |
| FMR LLC | 0.00% | Add +27.4% | 710,951 | $29.9M |
| Swedbank AB | 0.04% | Reduce -0.2% | 710,142 | $29.8M |
| Vest Financial, LLC | 0.55% | Add +20.4% | 673,366 | $28.3M |
| Algebris (uk) Ltd. | 11.61% | Reduce -3.5% | 735,227 | $27.8M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -12.2% | 654,941 | $27.5M |
| California Public Employees Retirement System | 0.02% | Add +1.9% | 645,038 | $27.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +11.7% | 628,115 | $26.4M |
| Allianz Asset Management GmbH | 0.04% | Reduce -8.0% | 620,499 | $26.1M |
| AQR Capital Management | 0.04% | Reduce -14.2% | 624,322 | $26.0M |
| California State Teachers Retirement System | 0.03% | Add +1.5% | 580,565 | $24.4M |
| Wells Fargo & Company | 0.01% | Add +20.3% | 564,846 | $23.7M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Add +5.0% | 541,381 | $22.8M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +7.2% | 525,332 | $22.1M |
| Alyeska Investment Group, L.P. | 0.11% | Reduce -75.0% | 521,838 | $21.9M |
| Barclays PLC | 0.01% | Add +13.6% | 501,498 | $21.1M |
| Interval Partners, LP | 0.60% | Reduce -17.0% | 496,410 | $20.9M |
| Robeco Institutional Asset Management B.V. | 0.04% | Reduce -3.0% | 493,402 | $20.7M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -26.3% | 486,782 | $20.5M |
| Voya Investment Management LLC | 0.02% | Reduce -5.3% | 484,323 | $20.4M |
| Brandywine Global Investment Management, LLC | 0.13% | Add +31.9% | 452,748 | $19.9M |
| American Century Companies Inc. | 0.01% | Add +7.9% | 470,000 | $19.8M |
| Two Sigma Investments, LP | 0.05% | Reduce -18.8% | 467,646 | $19.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -3.6% | 426,800 | $17.9M |
| UBS Group AG | 0.01% | Add +13.2% | 424,846 | $17.9M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -1.6% | 418,915 | $17.6M |
| National Pension Service | 0.02% | Add +23851.6% | 396,399 | $16.7M |
| Bank of America Corp. | 0.00% | Reduce -27.9% | 391,096 | $16.4M |
| Bank of Montreal | 0.01% | Add +1133.8% | 388,941 | $16.3M |
| Retirement Systems of Alabama | 0.06% | Add +2.9% | 388,430 | $16.3M |
| Corebridge Financial, Inc. | 0.09% | Reduce -2.3% | 382,022 | $16.1M |
| Sei Investments Co. | 0.02% | Add +6.6% | 370,535 | $15.6M |
| Raymond James & Associates | 0.01% | Add +46.2% | 359,998 | $15.1M |
| Parkwood LLC | 1.80% | Add +10.5% | 351,923 | $14.8M |
| Alliancebernstein L.P. | 0.00% | Add +0.4% | 336,415 | $14.1M |
| Community Trust & Investment Co. | 0.86% | Reduce -1.5% | 322,907 | $13.6M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -8.3% | 312,112 | $13.1M |
| Hudson Bay Capital Management LP | 0.10% | Reduce -14.3% | 300,000 | $12.6M |
| LSV Asset Management | 0.03% | Reduce -8.7% | 292,800 | $12.3M |
| Trexquant Investment LP | 0.15% | Add +415.5% | 286,909 | $12.1M |
| Point72 Asset Management | 0.04% | Add +15.7% | 279,310 | $11.7M |
| Citigroup Inc. | 0.01% | Reduce -1.7% | 266,916 | $11.2M |
| Victory Capital Management Inc. | 0.01% | Add +24.2% | 266,677 | $11.2M |
| State of Wisconsin Investment Board | 0.03% | Add +4.7% | 259,669 | $10.9M |
| Andra AP-fonden | 0.16% | Add +16.3% | 258,700 | $10.9M |
| Royal Bank of Canada | 0.00% | Reduce -46.2% | 257,111 | $10.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +1.6% | 256,339 | $10.8M |
| Eagle Asset Management Inc. | 0.05% | Add +25.7% | 221,465 | $10.5M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Add +1309.9% | 242,163 | $10.2M |
| Twinbeech Capital LP | 0.19% | New | 236,320 | $9.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +7.0% | 215,961 | $9.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -11.9% | 215,308 | $9.0M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.28% | Add +24.8% | 212,997 | $9.0M |
| Oppenheimer Asset Management Inc. | 0.11% | Reduce -2.0% | 210,301 | $8.8M |
| Los Angeles Capital Management LLC | 0.04% | Add +57.7% | 207,446 | $8.7M |
| Caisse de depot et placement du Quebec | 0.02% | No change | 200,000 | $8.4M |
| Nordea Investment Management AB | 0.01% | Add +29.5% | 195,335 | $8.2M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -8.2% | 185,721 | $8.2M |
| MetLife Investment Management, LLC | 0.04% | Add +2.1% | 180,262 | $7.6M |
| Man Group plc | 0.02% | Reduce -84.6% | 173,805 | $7.3M |
| Engineers Gate Manager LP | 0.14% | Add +278.7% | 173,574 | $7.3M |
| National Bank of Canada | 0.01% | Add +302.2% | 172,906 | $7.3M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -1.3% | 172,812 | $7.3M |
| Foster & Motley Inc. | 0.45% | Add +2.2% | 170,549 | $7.2M |
| Graham Capital Management, L.P. | 0.38% | Reduce -6.2% | 169,210 | $7.1M |
| AustralianSuper Pty Ltd | 0.04% | New | 167,621 | $7.0M |
| Two Sigma Advisers, LP | 0.02% | Reduce -41.4% | 167,000 | $7.0M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -34.4% | 163,349 | $6.9M |
| Asset Management One Co., Ltd. | 0.02% | Add +27.0% | 161,038 | $6.8M |
| Edgestream Partners, L.P. | 0.30% | New | 160,303 | $6.7M |
| Kempner Capital Management Inc. | 3.43% | No change | 159,372 | $6.7M |
| Amalgamated Bank | 0.05% | Reduce -11.2% | 157,360 | $6.6M |
| Holocene Advisors, LP | 0.03% | Add +486.6% | 157,085 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +49.8% | 153,356 | $6.4M |
| Korea Investment CORP | 0.02% | Reduce -4.8% | 151,591 | $6.4M |
| Pictet Asset Management Holding SA | 0.01% | Add +4.6% | 148,350 | $6.2M |
| New York State Teachers Retirement System | 0.01% | Add +0.8% | 142,781 | $6.0M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.4% | 142,766 | $6.0M |
| PGGM Investments | 0.08% | Add +1.6% | 142,006 | $6.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.1% | 141,348 | $5.9M |
| TCW Group Inc. | 0.05% | Reduce -1.3% | 132,460 | $5.6M |
| Jessup Wealth Management, Inc | 2.54% | Add +3.6% | 131,865 | $5.5M |
| Benson Investment Management Company, Inc. | 2.17% | Reduce -0.1% | 130,500 | $5.5M |
| Mn Services Vermogensbeheer B.V. | 0.04% | Reduce -2.4% | 130,200 | $5.5M |
| State of Tennessee, Department of Treasury | 0.02% | Add +46.8% | 127,970 | $5.4M |
| Comerica Bank | 0.02% | Reduce -6.1% | 125,167 | $5.3M |
| Bain Capital Public Equity, LP | 4.04% | Add +87.5% | 124,332 | $5.2M |
| Yousif Capital Management, LLC | 0.06% | Reduce -8.4% | 121,732 | $5.1M |
| Uniplan Investment Counsel, Inc. | 0.45% | Reduce -5.7% | 119,157 | $5.0M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -4.8% | 118,662 | $5.0M |
| Kendall Capital Management | 1.49% | Add +2.2% | 115,199 | $4.8M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 113,367 | $4.8M |
| Royal London Asset Management Ltd. | 0.01% | No change | 113,320 | $4.8M |
| Quantbot Technologies LP | 0.18% | Add +426.0% | 106,575 | $4.5M |
| Vident Advisory, LLC | 0.11% | Add +7.1% | 106,163 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.5% | 104,379 | $4.4M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -2.5% | 104,220 | $4.4M |
| Prudential PLC | 0.02% | Add +802.7% | 102,824 | $4.3M |
| Soapstone Management L.P. | 3.50% | Reduce -15.8% | 100,000 | $4.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -23.1% | 100,000 | $4.2M |
| Richard Bernstein Advisors LLC | 0.09% | No change | 99,859 | $4.2M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -2.1% | 98,626 | $4.1M |
| Pinebridge Investments, L.P. | 0.03% | New | 97,270 | $4.1M |
| Danske Bank A/S | 0.01% | Reduce -12.4% | 94,953 | $4.0M |
| Jane Street Group, LLC | 0.01% | Reduce -79.9% | 93,878 | $3.9M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | — | 93,197 | $3.9M |
| Arizona State Retirement System | 0.02% | Add +3.5% | 93,182 | $3.9M |
| Keeley-Teton Advisors, LLC | 0.43% | Reduce -1.4% | 91,807 | $3.9M |
| Magnetar Financial LLC | 0.10% | Add +147.6% | 91,623 | $3.9M |
| IFM Investors Pty Ltd | 0.04% | Reduce -2.3% | 89,640 | $3.8M |
| Louisiana State Employees Retirement System | 0.07% | Add +2.4% | 88,600 | $3.7M |
| Aberdeen Group plc | 0.01% | Add +11.4% | 84,570 | $3.6M |
| QRG Capital Management, Inc. | 0.04% | Add +3.8% | 84,032 | $3.5M |
| Macquarie Group Ltd. | 0.00% | Reduce -2.2% | 83,319 | $3.5M |
| New Vernon Investment Management LLC | 3.73% | Add +7.8% | 82,488 | $3.5M |
| Xponance LLC | 0.03% | Reduce -0.9% | 82,374 | $3.5M |
| State of Michigan Retirement System | 0.02% | Add +2.8% | 81,486 | $3.4M |
| Seven Eight Capital, LP | 0.30% | Add +120.1% | 79,793 | $3.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +3.3% | 79,278 | $3.3M |
| Qsemble Capital Management, LP | 0.61% | Add +902.4% | 78,456 | $3.3M |
| Handelsbanken Fonder AB | 0.01% | Add +11.9% | 76,300 | $3.2M |
| Alaska Permanent Fund Corp | 0.05% | No change | 75,719 | $3.2M |
| First National Bank of Omaha | 0.20% | Reduce -6.7% | 74,789 | $3.1M |
| Steamboat Capital Partners, LLC | 0.98% | Add +194.3% | 73,480 | $3.1M |
| Wedge Capital Management L L P | 0.05% | Add +3.8% | 73,429 | $3.1M |
| BlueMar Capital Management, LLC | 6.14% | No change | 72,939 | $3.1M |
| Point72 Hong Kong Ltd | 0.22% | New | 72,345 | $3.0M |
| Stephens Inc. | 0.04% | Reduce -0.8% | 71,020 | $3.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.07% | Add +4.0% | 70,941 | $3.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +4.0% | 70,486 | $3.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.2% | 69,831 | $2.9M |
| Ethic Inc. | 0.07% | Add +2.4% | 75,069 | $2.9M |
| Centiva Capital, LP | 0.13% | Add +27.5% | 67,486 | $2.8M |
| Point72 Europe (London) LLP | 0.24% | Reduce -46.9% | 67,349 | $2.8M |
| Aviva PLC | 0.01% | Add +2.2% | 66,482 | $2.8M |
| Oak Thistle LLC | 0.90% | Add +439.9% | 66,189 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.09% | Add +0.9% | 65,602 | $2.8M |
| OMERS ADMINISTRATION Corp | 0.03% | Reduce -28.7% | 65,588 | $2.8M |
| New Mexico Educational Retirement Board | 0.09% | No change | 65,500 | $2.8M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +2.0% | 64,800 | $2.7M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.15% | Add +30.2% | 64,300 | $2.7M |
| AlphaQuest LLC | 0.24% | Add +377.3% | 63,827 | $2.7M |
| Mediolanum International Funds Ltd | 0.04% | Reduce -44.8% | 63,856 | $2.7M |
| Forsta Ap-Fonden | 0.02% | Add +28.5% | 63,500 | $2.7M |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -25.0% | 64,380 | $2.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.2% | 62,409 | $2.6M |
| First National Advisers, LLC | 0.41% | Add +5.0% | 61,910 | $2.6M |
| Prudential Financial Inc. | 0.00% | Reduce -10.8% | 61,526 | $2.6M |
| Intech Investment Management LLC | 0.03% | Add +4.7% | 61,091 | $2.6M |
| BTC Capital Management, Inc. | 0.23% | Reduce -3.3% | 60,645 | $2.5M |
| Searle & Co. | 0.62% | Reduce -0.8% | 59,467 | $2.5M |
| DNB Asset Management AS | 0.01% | No change | 58,140 | $2.4M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Reduce -15.2% | 57,702 | $2.4M |
| LPL Financial LLC | 0.00% | Add +0.3% | 55,601 | $2.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -13.5% | 54,278 | $2.3M |
| Utah Retirement Systems | 0.03% | No change | 54,056 | $2.3M |
| Tredje AP-fonden | 0.02% | No change | 52,822 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +16.3% | 50,219 | $2.1M |
| Tudor Investment Corporation | 0.02% | New | 50,116 | $2.1M |
| Dynamic Technology Lab Private Ltd | 0.22% | Add +335.6% | 49,766 | $2.1M |
| KBC Group NV | 0.01% | No change | 49,657 | $2.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -57.6% | 49,068 | $2.1M |
| Campbell & CO Investment Adviser LLC | 0.15% | New | 48,007 | $2.0M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.02% | — | 46,974 | $2.0M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Add +12.1% | 46,974 | $2.0M |
| Pacer Advisors, Inc. | 0.00% | Add +1.8% | 46,648 | $2.0M |
| Credit Agricole S A | 0.01% | Add +1.5% | 45,316 | $1.9M |
| Lecap Asset Management Ltd. | 0.41% | New | 45,104 | $1.9M |
| Toronto Dominion Bank | 0.00% | Add +27.1% | 44,794 | $1.9M |
| Public Sector Pension Investment Board | 0.01% | Reduce -1.2% | 42,755 | $1.8M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 41,213 | $1.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -19.6% | 41,181 | $1.7M |
| Maverick Capital | 0.03% | Add +11.6% | 41,100 | $1.7M |
| Legacy Wealth Management, LLC / MS | 0.63% | No change | 40,870 | $1.7M |
| Ruane, Cunniff & Goldfarb L.P. | 0.03% | Reduce -0.1% | 40,844 | $1.7M |
| &partners | 0.03% | Add +16.9% | 40,112 | $1.7M |
| New York Life Investment Management LLC | 0.02% | Reduce -4.8% | 39,917 | $1.7M |
| AXA S.A. | 0.01% | Add +0.7% | 39,641 | $1.7M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.1% | 39,493 | $1.7M |
| Icon Advisers Inc. | 0.36% | No change | 39,200 | $1.6M |
| M&T Bank Corp | 0.01% | Add +29.1% | 38,718 | $1.6M |
| STRS Ohio | 0.01% | Add +3.8% | 37,343 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Add +11.7% | 37,140 | $1.6M |
| Mackenzie Financial Corp. | 0.00% | New | 36,669 | $1.5M |
| Ellsworth Advisors, LLC | 0.39% | Add +11.9% | 35,790 | $1.5M |
| Aquatic Capital Management LLC | 0.04% | New | 35,600 | $1.5M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +0.0% | 35,385 | $1.5M |
| Redwood Investment Management, LLC | 0.13% | Add +4.2% | 35,353 | $1.5M |
| UniSuper Management Pty Ltd | 0.01% | Add +34.5% | 35,306 | $1.5M |
| Bridgefront Capital, LLC | 0.56% | New | 34,777 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | Reduce -56.1% | 34,630 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +76.4% | 33,321 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 33,096 | $1.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 32,301 | $1.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -29.1% | 31,696 | $1.3M |
| XTX Topco Ltd | 0.10% | Reduce -5.4% | 31,422 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -0.4% | 31,291 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Add +5.9% | 30,610 | $1.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +34.8% | 30,593 | $1.3M |
| EJF Capital LP | 0.86% | No change | 30,515 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | Add +3.2% | 29,070 | $1.2M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +0.5% | 28,880 | $1.2M |
| TD Asset Management Inc | 0.00% | Reduce -0.0% | 28,840 | $1.2M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -5.0% | 28,044 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -52.3% | 27,512 | $1.2M |
| ExodusPoint Capital Management, LP | 0.01% | New | 27,046 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 26,805 | $1.1M |
| Candriam S.C.A. | 0.01% | Reduce -0.4% | 26,666 | $1.1M |
| AMG National Trust Bank | 0.03% | Reduce -38.2% | 26,339 | $1.1M |
| Quantinno Capital Management LP | 0.01% | Add +17.4% | 25,722 | $1.1M |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -10.2% | 25,211 | $1.1M |
| Ritholtz Wealth Management | 0.03% | Reduce -0.9% | 25,010 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Add +2.0% | 24,864 | $1.0M |
| Prana Capital Management, LP | 0.05% | New | 24,816 | $1.0M |
| LBP Am SA | 0.02% | Reduce -49.8% | 24,429 | $1.0M |
| Crestline Management, L.P. | 0.06% | New | 24,322 | $1.0M |
| Invst, LLC | 0.12% | Reduce -0.3% | 23,800 | $1.0M |
| Boothbay Fund Management, LLC | 0.03% | Add +137.7% | 23,716 | $997K |
| Lighthouse Investment Partners, LLC | 0.05% | Reduce -89.7% | 23,601 | $992K |
| Janus Henderson Group PLC | 0.00% | No change | 23,528 | $989K |
| Gabelli Funds LLC | 0.01% | Reduce -2.1% | 23,500 | $988K |
| Stifel Financial Corp. | 0.00% | Reduce -55.5% | 22,532 | $947K |
| Cerity Partners LLC | 0.00% | Add +53.5% | 22,443 | $943K |
| Avantax Advisory Services, Inc. | 0.01% | Add +15.2% | 22,254 | $935K |
| Guggenheim Capital LLC | 0.01% | New | 22,068 | $928K |
| Diversified Trust Co. | 0.02% | Add +168.4% | 21,560 | $906K |
| United Services Automobile Association | 0.02% | Reduce -12.0% | 20,675 | $869K |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.4% | 20,176 | $848K |
| Unigestion Holding SA | 0.04% | New | 20,154 | $847K |
| Algert Global LLC | 0.02% | Add +41.3% | 20,052 | $843K |
| Investment Management Corp of Ontario | 0.02% | Add +21.2% | 20,040 | $842K |
| FinTrust Capital Advisors, LLC | 0.14% | Reduce -0.8% | 19,990 | $840K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.1% | 19,956 | $839K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.0% | 19,434 | $816K |
| Hennessy Advisors Inc. | 0.03% | Add +26.7% | 19,000 | $799K |
| Cibc World Markets Corp. | 0.01% | Add +7.3% | 18,952 | $797K |
| Global Endowment Management, LP | 0.08% | Reduce -0.4% | 18,764 | $789K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -26.6% | 18,673 | $785K |
| Mariner, LLC | 0.00% | Add +1.8% | 18,567 | $780K |
| Rodgers Brothers Inc. | 0.10% | No change | 18,500 | $778K |
| Counterpoint Mutual Funds LLC | 0.15% | New | 18,432 | $775K |
| Capital Insight Partners, LLC | 0.13% | Add +4.0% | 18,316 | $770K |
| Greenleaf Trust | 0.01% | No change | 17,809 | $749K |
| Anchor Investment Management, LLC | 0.07% | No change | 17,517 | $736K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -14.1% | 17,488 | $735K |
| Summit Global Investments | 0.05% | New | 17,119 | $720K |
| Tidal Investments LLC | 0.01% | Add +0.6% | 16,789 | $706K |
| Petrus Trust Company, LTA | 0.07% | New | 16,742 | $704K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +134.8% | 16,482 | $693K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +134.8% | 16,482 | $693K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -92.4% | 16,151 | $679K |
| CSS LLC | 0.12% | Add +45.9% | 15,895 | $668K |
| Headlands Technologies LLC | 0.08% | New | 15,783 | $663K |
| Bank of Nova Scotia | 0.00% | Reduce -5.6% | 15,101 | $635K |
| Metis Global Partners, LLC | 0.02% | Reduce -5.3% | 15,038 | $632K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 14,700 | $618K |
| Qtron Investments LLC | 0.08% | No change | 14,357 | $603K |
| Vinva Investment Management Ltd | 0.03% | New | 14,350 | $602K |
| Prelude Capital Management, LLC | 0.05% | Add +3.0% | 14,188 | $596K |
| MQS Management LLC | 0.33% | New | 13,977 | $587K |
| ProShare Advisors LLC | 0.00% | Reduce -3.3% | 13,939 | $586K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.4% | 13,923 | $585K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 13,755 | $578K |
| Profund Advisors LLC | 0.02% | Add +19.1% | 13,548 | $569K |
| Creative Planning | 0.00% | Add +3.6% | 13,541 | $569K |
| Bridgewater Associates | 0.00% | New | 13,414 | $564K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 13,097 | $550K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Add +4.4% | 12,898 | $542K |
| Pathstone Holdings, LLC | 0.00% | Add +2.5% | 12,826 | $539K |
| Equitable Holdings, Inc. | 0.01% | Add +0.0% | 12,768 | $537K |
| First Trust Direct Indexing L.P. | 0.03% | Add +4.5% | 12,733 | $535K |
| Ossiam | 0.01% | Add +95.3% | 12,589 | $529K |
| iSAM Funds (UK) Ltd | 0.30% | New | 12,398 | $521K |
| Shelton Capital Management | 0.01% | No change | 12,218 | $514K |
| Advisory Services Network, LLC | 0.01% | No change | 12,386 | $506K |
| AXS Investments LLC | 0.14% | No change | 12,000 | $504K |
| Lanark Financial, Inc. | 0.04% | Reduce -0.6% | 11,790 | $495K |
| CIBC Asset Management Inc | 0.00% | Add +5.2% | 11,765 | $494K |
| Rothschild Investment LLC | 0.03% | No change | 11,425 | $480K |
| Verition Fund Management LLC | 0.00% | Reduce -16.8% | 11,409 | $480K |
| Cresset Asset Management, LLC | 0.00% | Add +5.2% | 10,994 | $462K |
| Epoch Investment Partners, Inc. | 0.00% | No change | 10,909 | $459K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -26.1% | 10,701 | $450K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | Add +47.0% | 10,653 | $448K |
| Vise Technologies, Inc. | 0.06% | New | 10,390 | $437K |
| Tributary Capital Management, LLC | 0.03% | Reduce -3.1% | 10,170 | $427K |
| Abn Amro Investment Solutions | 0.01% | Reduce -31.6% | 10,008 | $421K |
| Ellevest, Inc. | 0.02% | Reduce -0.4% | 9,971 | $419K |
| Nebula Research & Development LLC | 0.05% | New | 9,962 | $419K |
| Scientech Research LLC | 0.08% | New | 9,892 | $416K |
| Two Sigma Securities, LLC | 0.03% | New | 9,840 | $414K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.3% | 12,410 | $413K |
| Fiduciary Financial Group, LLC | 0.09% | Add +6.7% | 9,637 | $413K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +1.2% | 9,672 | $407K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.2% | 9,508 | $400K |
| Truist Financial Corp. | 0.00% | Add +4.1% | 9,297 | $391K |
| Meiji Yasuda Life Insurance Co | 0.01% | New | 9,231 | $388K |
| Inceptionr LLC | 0.09% | Reduce -29.8% | 9,137 | $384K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -2.5% | 9,030 | $380K |
| Gotham Asset Management | 0.00% | Reduce -9.2% | 8,948 | $376K |
| Choreo, LLC | 0.01% | Add +30.1% | 8,544 | $356K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -38.6% | 8,446 | $355K |
| Asahi Life Asset Management Co., LTD. | 0.21% | Add +0.8% | 8,420 | $354K |
| US Bancorp \de | 0.00% | Add +0.3% | 8,292 | $349K |
| Quarry LP | 0.11% | Add +245.8% | 8,182 | $344K |
| Romano Brothers and Company | 0.04% | No change | 8,175 | $344K |
| Chiron Investment Management, LLC | 0.12% | No change | 8,136 | $342K |
| Mgo One Seven LLC | 0.01% | Add +4.6% | 7,840 | $330K |
| Quinn Opportunity Partners LLC | 0.03% | No change | 7,776 | $327K |
| Blue Trust, Inc. | 0.00% | Add +206.9% | 7,948 | $325K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.5% | 7,506 | $315K |
| GAMMA Investing LLC | 0.03% | Add +12.0% | 7,453 | $313K |
| iA Global Asset Management Inc. | 0.01% | Add +42.1% | 7,407 | $311K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -2.1% | 7,373 | $310K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -1.4% | 7,293 | $307K |
| Seeds Investor LLC | 0.11% | Add +24.5% | 7,164 | $301K |
| Aigen Investment Management, LP | 0.06% | Reduce -62.0% | 7,008 | $295K |
| Pitcairn Co. | 0.02% | Reduce -20.5% | 6,964 | $293K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5.1% | 6,852 | $288K |
| Impact Partnership Wealth, LLC | 0.06% | New | 6,812 | $286K |
| Kathmere Capital Management, LLC | 0.03% | No change | 6,685 | $281K |
| Raymond James Trust N.A. | 0.01% | New | 6,677 | $281K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.3% | 6,066 | $277K |
| Savant Capital, LLC | 0.00% | New | 6,448 | $271K |
| Ascent Group, LLC | 0.02% | No change | 6,382 | $268K |
| Compound Planning, Inc. | 0.02% | Reduce -3.0% | 6,368 | $268K |
| Pacific Global Investment Management Co. | 0.05% | Reduce -5.6% | 6,250 | $263K |
| Cibc World Market Inc. | 0.00% | Reduce -11.5% | 6,144 | $258K |
| Hyperion Capital Advisors LP | 0.12% | Reduce -97.1% | 6,061 | $255K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +2.2% | 6,059 | $255K |
| Cwm, LLC | 0.00% | Add +43.7% | 5,998 | $252K |
| Sterling Capital Management LLC | 0.00% | — | 5,964 | $251K |
| Rakuten Investment Management, Inc. | 0.00% | Add +32.0% | 5,950 | $250K |
| Sherbrooke Park Advisers LLC | 0.06% | New | 5,941 | $250K |
| Gsa Capital Partners LLP | 0.02% | New | 5,772 | $243K |
| Signaturefd, LLC | 0.00% | No change | 5,594 | $235K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -95.8% | 5,575 | $234K |
| Vestcor Inc | 0.01% | No change | 5,182 | $218K |
| Blair William & Co. | 0.00% | Add +0.0% | 5,171 | $217K |
| Coldstream Capital Management Inc. | 0.00% | New | 5,058 | $215K |
| Advus Financial Partners, LLC | 0.06% | No change | 4,956 | $208K |
| Phillips Wealth Planners LLC | 0.20% | New | 4,660 | $208K |
| Fifth Third Bancorp | 0.00% | Add +4.8% | 4,838 | $203K |
| PEAK6 Investments LLC | 0.01% | New | 4,400 | $185K |
| Atlas Capital Advisors Inc. | 0.03% | Reduce -57.7% | 4,323 | $182K |
| V-Square Quantitative Management LLC | 0.02% | Add +0.4% | 4,005 | $168K |
| Colonial Trust Co / SC | 0.03% | No change | 4,000 | $168K |
| Ostrum Asset Management | 0.01% | Add +1.2% | 3,868 | $163K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -1.1% | 3,293 | $151K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.0% | 3,164 | $133K |
| Lazard Asset Management LLC | 0.00% | Reduce -0.7% | 3,114 | $130K |
| Van Eck Associates Corp. | 0.00% | Add +6.0% | 2,834 | $129K |
| Brooklyn Investment Group | 0.04% | New | 2,953 | $124K |
| Sit Investment Associates Inc. | 0.00% | Reduce -45.9% | 2,760 | $116K |
| Quent Capital, LLC | 0.01% | Reduce -8.2% | 2,676 | $112K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -2.3% | 2,642 | $111K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.3% | 2,622 | $110K |
| Jones Financial Companies LLLP | 0.00% | Add +2.9% | 2,502 | $105K |
| Gen-Wealth Partners Inc | 0.04% | No change | 2,100 | $97K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -45.0% | 2,174 | $91K |
| Aster Capital Management (DIFC) Ltd | 0.02% | — | 2,034 | $85K |
| Rise Advisors, LLC | 0.03% | Add +0.6% | 1,725 | $72K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,665 | $70K |
| Zions Bancorporation, N.A. | 0.01% | No change | 1,649 | $69K |
| AdvisorNet Financial, Inc | 0.00% | Add +2.7% | 1,573 | $66K |
| UMB Bank, n.a. | 0.00% | Add +86.3% | 1,550 | $65K |
| Global Retirement Partners, LLC | 0.00% | Add +11.4% | 1,479 | $62K |
| Arax Advisory Partners | 0.01% | No change | 1,458 | $61K |
| LRI Investments, LLC | 0.01% | Add +8.7% | 1,209 | $58K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -51.3% | 1,347 | $57K |
| Smartleaf Asset Management LLC | 0.01% | Add +122.3% | 1,298 | $54K |
| Carolina Wealth Advisors, LLC | 0.02% | New | 1,153 | $48K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,004 | $42K |
| Principal Securities, Inc. | 0.00% | Add +82.3% | 988 | $42K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.8% | 962 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 873 | $37K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 863 | $36K |
| IFP Advisors, Inc | 0.00% | Add +16.9% | 719 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.6% | 704 | $30K |
| Mizuho Bank, Ltd. | 0.01% | No change | 700 | $29K |
| Continuum Advisory, LLC | 0.00% | Reduce -14.8% | 605 | $29K |
| Covestor Ltd | 0.02% | Add +61.5% | 646 | $27K |
| Parallel Advisors, LLC | 0.00% | Add +2.3% | 627 | $26K |
| Assetmark, Inc. | 0.00% | No change | 600 | $25K |
| Brown Brothers Harriman & Co. | 0.00% | Add +12.7% | 584 | $25K |
| McIlrath & Eck, LLC | 0.00% | Add +29.4% | 545 | $23K |
| ClariVest Asset Management LLC | 0.00% | No change | 553 | $23K |
| Harbour Investments, Inc. | 0.00% | Add +42.0% | 521 | $22K |
| Geneos Wealth Management Inc. | 0.00% | New | 494 | $21K |
| Whittier Trust Co. | 0.00% | No change | 439 | $18K |
| Private Trust Co. NA | 0.00% | No change | 435 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +14.6% | 424 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +49.5% | 411 | $17K |
| Hillsdale Investment Management Inc. | 0.00% | New | 350 | $15K |
| Bessemer Group Inc. | 0.00% | Add +58.1% | 321 | $14K |
| Huntington National Bank | 0.00% | Add +5.5% | 305 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.8% | 256 | $11K |
| Mather Group, Llc. | 0.00% | Add +6.9% | 249 | $10K |
| Deseret Mutual Benefit Administrators | 0.01% | Reduce -43.0% | 241 | $10K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 235 | $10K |
| WealthCollab, LLC | 0.01% | No change | 223 | $9K |
| Meeder Asset Management Inc. | 0.00% | Add +4.3% | 216 | $9K |
| Earned Wealth Advisors, LLC | 0.00% | New | 215 | $9K |
| Beacon Capital Management, LLC | 0.00% | New | 202 | $8K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -25.1% | 185 | $8K |
| Versant Capital Management, Inc | 0.00% | Add +239.6% | 180 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -19.5% | 169 | $7K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 154 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 154 | $6K |
| IAG Wealth Partners, LLC | 0.00% | No change | 144 | $6K |
| Trust Co. of Vermont | 0.00% | New | 136 | $6K |
| Hemington Wealth Management | 0.00% | New | 114 | $5K |
| Optiver Holding B.V. | 0.00% | Add +1557.1% | 116 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -1.0% | 98 | $4K |
| Abich Financial Wealth Management LLC | 0.01% | New | 95 | $4K |
| SouthState Bank Corp | 0.00% | No change | 93 | $4K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 90 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 74 | $3K |
| TD Private Client Wealth LLC | 0.00% | Add +65.9% | 73 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 65 | $3K |
| Sachetta, LLC | 0.00% | No change | 70 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +1.5% | 66 | $3K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 65 | $3K |
| Bokf, NA | 0.00% | No change | 65 | $3K |
| Westend Capital Management, LLC | 0.00% | No change | 64 | $3K |
| Allworth Financial LP | 0.00% | Add +41.0% | 55 | $2K |
| Avior Wealth Management, LLC | 0.00% | New | 50 | $2K |
| Larson Financial Group LLC | 0.00% | Add +585.7% | 48 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 70 | $2K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -99.5% | 36 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 46 | $2K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -4.4% | 43 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -97.1% | 43 | $2K |
| Investors Research Corp | 0.00% | No change | 42 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 37 | $2K |
| Global Financial Private Client, LLC | 0.00% | No change | 33 | $1K |
| Hexagon Capital Partners LLC | 0.00% | No change | 30 | $1K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 23 | $967 |
| Riverview Trust Co | 0.00% | New | 21 | $883 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 20 | $826 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 18 | $757 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 12 | $505 |
| CoreCap Advisors, LLC | 0.00% | New | 6 | $252 |
| Raleigh Capital Management Inc. | 0.00% | No change | 5 | $210 |
| Private Wealth Management Group, LLC | 0.00% | New | 3 | $127 |
| CENTRAL TRUST Co | 0.00% | New | 2 | $85 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $85 |
| Mendota Financial Group, LLC | 0.00% | New | 2 | $85 |
| Heritage Wealth Advisors | 0.00% | New | 2 | $84 |
| Financial Management Professionals, Inc. | 0.00% | New | 5 | $0 |
| Avion Wealth | 0.00% | No change | 19 | $0 |
"% of holder's portfolio" is EQH's weight in each manager's 13F, not the share of Equitable Holdings Inc. the manager owns.