Equitable HoldingsEQH

13F holders, Q3 2024 (September 30)
504holders +13
59new positions
46sold out
9famous investors
$42.03avg. 13F price*

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

0200400600 Q1 2024: 446Q1 2024Q2 2024: 491Q2 2024Q3 2024: 504Q3 2024Q4 2024: 533Q4 2024Q1 2025: 575Q1 2025Q2 2025: 582Q2 2025Q3 2025: 563Q3 2025Q4 2025: 552Q4 2025Q1 2026: 543Q1 2026Q2 2026: 484Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions59$102.8M
Exits46$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.