Equitable HoldingsEQH

13F holders, Q3 2025 (September 30)
563holders −19
57new positions
77sold out
8famous investors
$50.80avg. 13F price*

At the end of Q3 2025, 563 institutions reported holding Equitable Holdings Inc. (EQH) in their 13F filings, down 19 from Q2 2025. 57 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($1.6B), BlackRock, Inc. ($1.5B) and Canada Pension Plan Investment Board ($889.1M). 8 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions57$333.0M
Exits77$194.4M

All 13F filers, Q2 2025 → Q3 2025: 19,599,534 shares bought and 29,550,682 shares sold, net −9,951,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 563 holders

Vanguard Group Inc. 0.02% Reduce -5.0% 32,128,910 $1.6B
BlackRock, Inc. 0.03% Reduce -2.6% 28,982,268 $1.5B
Canada Pension Plan Investment Board 0.62% Reduce -0.6% 17,508,117 $889.1M
T. Rowe Price Associates Inc. 0.09% Reduce -3.8% 16,125,263 $818.8M
Wellington Management Group LLP 0.11% Reduce -3.5% 12,385,563 $628.9M
State Street Corp. 0.02% Reduce -0.5% 12,270,629 $623.1M
Capital International Investors 0.09% Add +49.5% 11,012,837 $559.2M
Geode Capital Management, LLC 0.02% Reduce -14.1% 6,381,374 $328.1M
Thornburg Investment Management Inc. 3.23% Add +0.3% 4,867,643 $247.2M
Invesco Ltd. 0.04% Reduce -30.5% 4,710,323 $239.2M
Massachusetts Financial Services Co. 0.07% Reduce -15.8% 4,629,268 $235.1M
Pzena Investment Management LLC 0.71% Add +1.3% 4,297,008 $218.2M
Conifer Management, L.L.C. 33.80% Reduce -16.0% 4,200,000 $213.3M
Northern Trust Corp. 0.03% Reduce -6.6% 4,054,921 $205.9M
Nordea Investment Management AB 0.18% Reduce -0.1% 3,982,790 $204.7M
Morgan Stanley 0.01% Reduce -4.5% 4,016,013 $203.9M
Boston Partners 0.19% Add +2.0% 3,637,414 $184.7M
Dimensional Fund Advisors LP 0.04% Reduce -9.2% 3,634,554 $184.6M
Bank of New York Mellon Corp 0.03% Reduce -0.8% 2,989,780 $151.8M
FMR LLC 0.01% Reduce -2.8% 2,864,692 $145.5M
Acadian Asset Management LLC 0.23% Reduce -49.8% 2,610,514 $132.5M
First Trust Advisors LP 0.09% Reduce -14.4% 2,385,501 $121.1M
Goldman Sachs Group Inc. 0.02% Reduce -31.2% 2,351,765 $119.4M
Federated Hermes, Inc. 0.19% Reduce -3.1% 2,169,090 $110.1M
Principal Financial Group Inc. 0.05% Reduce -7.8% 2,131,033 $108.2M
Charles Schwab Investment Management Inc. 0.02% Reduce -1.5% 2,057,210 $104.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.48% New 1,999,742 $101.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -34.6% 1,994,905 $101.3M
Nuveen, LLC 0.03% Add +6.2% 1,978,702 $100.5M
Robeco Institutional Asset Management B.V. 0.14% Reduce -11.9% 1,909,776 $97.0M
Allspring Global Investments Holdings, LLC 0.15% Reduce -3.5% 1,897,904 $93.5M
Legal & General Group Plc 0.02% Reduce -2.3% 1,528,910 $77.6M
Millennium Management 0.06% Add +337.4% 1,502,360 $76.3M
JPMorgan Chase & Co. 0.00% Add +90.8% 1,436,704 $73.0M
London Co. of Virginia 0.35% Add +4141.8% 1,235,243 $62.7M
AQR Capital Management 0.04% Reduce -3.2% 1,177,554 $59.8M
Marshall Wace, LLP 0.07% Reduce -48.8% 1,161,882 $59.0M
Ameriprise Financial Inc. 0.01% Add +24.8% 1,129,330 $57.3M
CI Investments Inc. 0.21% Reduce -4.7% 1,120,835 $56.9M
Callodine Capital Management, LP 4.68% Add +40.9% 1,042,693 $52.9M
Ensign Peak Advisors, Inc 0.08% Add +0.5% 1,012,021 $51.4M
D. E. Shaw & Co. 0.04% Add +2559.3% 919,924 $46.7M
Los Angeles Capital Management LLC 0.16% Reduce -13.5% 916,952 $46.6M
Rhumbline Advisers 0.04% Reduce -3.3% 904,867 $45.9M
Bank of America Corp. 0.00% Reduce -5.4% 893,149 $45.4M
HSBC Holdings PLC 0.03% Reduce -11.4% 889,059 $45.3M
TrinityBridge Ltd 1.00% New 887,970 $45.1M
Amundi 0.01% Reduce -60.3% 880,506 $44.8M
Swiss National Bank 0.03% Reduce -5.7% 876,000 $44.5M
TCW Group Inc. 0.36% Add +28.5% 848,249 $43.1M
HG Vora Capital Management, LLC 5.50% New 800,000 $40.6M
Storebrand Asset Management As 0.10% Add +0.2% 748,039 $38.0M
Swedbank AB 0.04% Add +0.1% 722,687 $36.7M
Deutsche Bank AG 0.01% Reduce -12.6% 712,642 $36.2M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +0.7% 712,408 $36.2M
Algebris (uk) Ltd. 4.16% Add +28.6% 712,460 $36.2M
AustralianSuper Pty Ltd 0.17% Reduce -19.6% 709,960 $36.1M
Baird Financial Group, Inc. 0.06% Reduce -20.6% 709,084 $36.0M
American Century Companies Inc. 0.02% Add +22.0% 704,600 $35.8M
Bruni J V & Co. 3.46% Add +0.0% 674,665 $34.3M
Wells Fargo & Company 0.01% Reduce -0.9% 661,687 $33.6M
Manufacturers Life Insurance Company, The 0.03% Reduce -6.3% 614,183 $31.2M
California Public Employees Retirement System 0.02% Add +0.8% 599,428 $30.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Reduce -10.4% 590,641 $30.0M
Jane Street Group, LLC 0.04% Add +370.3% 588,107 $29.9M
Raymond James Financial Inc. 0.01% Reduce -27.4% 585,075 $29.7M
DNB Asset Management AS 0.11% Add +24.7% 579,347 $29.4M
Sei Investments Co. 0.03% Reduce -11.1% 556,374 $28.3M
California State Teachers Retirement System 0.03% Reduce -5.8% 550,804 $28.0M
Bridgewater Associates 0.11% Add +1534.4% 549,951 $27.9M
Lazard Asset Management LLC 0.04% Add +22.4% 544,089 $27.6M
Barclays PLC 0.01% Add +25.1% 532,833 $27.1M
Advent International, L.P. 0.54% New 529,600 $26.9M
Freestone Grove Partners LP 0.20% Reduce -14.5% 520,733 $26.4M
Fiera Capital Corp 0.09% Reduce -2.4% 519,672 $26.4M
UBS Group AG 0.01% Reduce -51.2% 511,612 $26.0M
National Pension Service 0.02% Add +24.6% 500,428 $25.4M
T. Rowe Price Investment Management, Inc. 0.02% Reduce -32.2% 488,142 $24.8M
Franklin Resources Inc. 0.01% Reduce -25.6% 468,848 $23.8M
BNP Paribas Financial Markets 0.02% Reduce -0.9% 437,912 $22.2M
Balyasny Asset Management L.P. 0.05% New 432,220 $21.9M
Mitsubishi UFJ Trust & Banking Corp 0.05% Add +18.9% 430,860 $21.9M
Citigroup Inc. 0.01% Add +14.0% 396,920 $20.2M
Envestnet Asset Management Inc. 0.01% Add +23.8% 386,333 $19.6M
CANADA LIFE ASSURANCE Co 0.03% Reduce -13.8% 370,638 $19.4M
Tocqueville Asset Management L.P. 0.28% Reduce -29.9% 372,748 $18.9M
HRT Financial LP 0.07% Add +332.0% 363,949 $18.5M
Retirement Systems of Alabama 0.06% New 362,158 $18.4M
Four Tree Island Advisory LLC 11.58% Reduce -0.9% 358,469 $18.2M
Victory Capital Management Inc. 0.01% Reduce -3.8% 346,935 $17.6M
New York State Common Retirement Fund 0.02% Reduce -1.2% 339,097 $17.2M
State Board of Administration of Florida Retirement System 0.03% Reduce -18.3% 323,367 $16.4M
Brown Advisory Inc. 0.02% Add +42.9% 317,584 $16.1M
Voya Investment Management LLC 0.02% Reduce -31.4% 306,574 $15.6M
South Dakota Investment Council 0.30% Add +63.9% 306,327 $15.6M
Community Trust & Investment Co. 0.82% Add +1.9% 300,158 $15.2M
Korea Investment CORP 0.03% Add +24.9% 299,391 $15.2M
O'shaughnessy Asset Management, LLC 0.09% Reduce -1.1% 297,803 $15.1M
Alliancebernstein L.P. 0.00% Reduce -5.7% 294,354 $14.9M
Pictet Asset Management Holding SA 0.01% Add +17.6% 280,640 $14.3M
Susquehanna Portfolio Strategies, LLC 0.22% Add +78.9% 278,774 $14.2M
Allianz Asset Management GmbH 0.02% Reduce -26.3% 277,323 $14.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +0.1% 275,841 $14.0M
Quantbot Technologies LP 0.37% Add +208.1% 268,637 $13.6M
Basswood Capital Management, L.L.C. 0.62% Add +6.9% 264,189 $13.4M
Man Group plc 0.03% Reduce -85.1% 263,661 $13.4M
Mediolanum International Funds Ltd 0.13% Add +26.5% 241,175 $12.6M
Aviva PLC 0.02% Add +4.1% 242,642 $12.3M
LSV Asset Management 0.03% Reduce -8.5% 232,100 $11.8M
Vest Financial, LLC 0.15% Reduce -3.0% 221,738 $11.3M
Russell Investments Group, Ltd. 0.01% Reduce -62.9% 213,751 $11.0M
Engineers Gate Manager LP 0.13% Add +1569.3% 216,732 $11.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -2.4% 211,953 $10.8M
Prana Capital Management, LP 0.36% Add +80.7% 209,769 $10.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +71.0% 207,717 $10.5M
Forsta Ap-Fonden 0.06% Add +2.6% 202,400 $10.3M
State of Wisconsin Investment Board 0.02% Reduce -10.1% 202,387 $10.3M
Brandywine Global Investment Management, LLC 0.07% Add +0.3% 200,786 $10.2M
Point72 Asset Management 0.02% New 200,300 $10.2M
Nomura Asset Management Co. Ltd. 0.02% Reduce -18.6% 187,141 $9.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.37% Add +21.8% 186,900 $9.5M
Steamboat Capital Partners, LLC 2.46% Reduce -5.9% 185,227 $9.4M
New York State Teachers Retirement System 0.02% Reduce -1.3% 184,396 $9.4M
Foster & Motley Inc. 0.50% Add +1.0% 183,337 $9.3M
Aberdeen Group plc 0.01% Reduce -8.6% 171,500 $9.0M
Royal Bank of Canada 0.00% Reduce -67.9% 171,835 $8.7M
BI Asset Management Fondsmaeglerselskab A/S 0.08% Add +84.7% 170,286 $8.6M
Manning & Napier Advisors LLC 0.11% Add +126.7% 170,000 $8.6M
Worldquant Millennium Advisors LLC 0.04% New 169,606 $8.6M
MetLife Investment Management, LLC 0.04% Reduce -5.3% 168,212 $8.5M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -49.2% 166,372 $8.4M
Prudential PLC 0.06% Add +42.0% 161,639 $8.2M
Asset Management One Co., Ltd. 0.02% Reduce -4.9% 151,590 $7.7M
Danske Bank A/S 0.02% Reduce -7.9% 151,061 $7.7M
Illinois Municipal Retirement Fund 0.10% Add +43.1% 149,278 $7.6M
Qsemble Capital Management, LP 0.74% New 148,772 $7.6M
Cubist Systematic Strategies, LLC 0.10% New 146,521 $7.4M
Amalgamated Bank 0.05% Reduce -0.1% 145,978 $7.4M
Rakuten Investment Management, Inc. 0.03% — 64,439 $7.3M
Great Lakes Advisors, LLC 0.06% Add +8.6% 139,220 $7.1M
Mutual of America Capital Management LLC 0.07% Reduce -8.5% 138,334 $7.0M
APG Asset Management N.V. 0.02% No change 162,100 $7.0M
Treasurer of the State of North Carolina 0.02% Reduce -5.4% 135,191 $6.9M
Algert Global LLC 0.11% Reduce -27.8% 132,308 $6.7M
Commonwealth Equity Services, LLC 0.01% Add +2090.8% 131,861 $6.7M
Royal London Asset Management Ltd. 0.01% Reduce -0.7% 128,869 $6.5M
Susquehanna International Group, LLP 0.01% Add +112.8% 127,765 $6.5M
Munich Reinsurance Co Stock Corp in Munich 0.16% — 126,645 $6.4M
Oppenheimer Asset Management Inc. 0.07% Reduce -14.8% 126,451 $6.4M
Jessup Wealth Management, Inc 2.38% Reduce -1.6% 126,048 $6.4M
State of Tennessee, Department of Treasury 0.02% No change 124,458 $6.3M
Kendall Capital Management 1.42% Add +5.2% 124,239 $6.3M
Schonfeld Strategic Advisors LLC 0.04% Add +184.8% 122,800 $6.2M
Thrivent Financial for Lutherans 0.01% Reduce -9.5% 122,571 $6.2M
Chase Investment Counsel Corp. 1.80% Reduce -2.1% 119,920 $6.1M
Mn Services Vermogensbeheer B.V. 0.04% No change 114,700 $5.8M
Comerica Bank 0.02% Reduce -6.0% 110,412 $5.6M
KLP Kapitalforvaltning As 0.02% No change 110,000 $5.6M
Polar Capital Holdings Plc 0.03% No change 107,591 $5.5M
Mercer Global Advisors Inc. 0.01% Add +14.3% 105,968 $5.4M
Police & Firemen's Retirement System of New Jersey 0.04% Add +16.8% 104,784 $5.3M
Benson Investment Management Company, Inc. 1.82% Reduce -6.8% 104,242 $5.3M
Vident Advisory, LLC 0.05% Add +2.4% 104,000 $5.3M
Hudson Bay Capital Management LP 0.04% Add +19.6% 101,706 $5.2M
New Vernon Investment Management LLC 4.76% No change 100,349 $5.1M
Jump Financial, LLC 0.07% Add +227.8% 100,023 $5.1M
Point72 Europe (London) LLP 0.27% Add +19.8% 99,547 $5.1M
Capital Investment Counsel, LLC 0.74% Add +2.2% 99,516 $5.1M
Teachers Retirement System of the State of Kentucky 0.04% No change 99,290 $5.0M
Natixis Advisors, LLC 0.01% Add +10.5% 99,058 $5.0M
Yousif Capital Management, LLC 0.05% Reduce -8.4% 97,885 $5.0M
Squarepoint Ops LLC 0.01% New 97,314 $4.9M
State of New Jersey Common Pension Fund D 0.02% No change 97,283 $4.9M
Resona Asset Management Co.,Ltd. 0.02% Reduce -8.3% 95,239 $4.9M
Point72 Hong Kong Ltd 0.22% New 94,216 $4.8M
Public Employees Retirement System of Ohio 0.02% Reduce -6.0% 93,934 $4.8M
M.D. Sass, LLC 0.39% Reduce -16.6% 93,773 $4.8M
IFM Investors Pty Ltd 0.04% No change 89,385 $4.7M
Arizona State Retirement System 0.02% Add +0.1% 89,757 $4.6M
Stifel Financial Corp. 0.00% Add +105.9% 89,684 $4.6M
Rockefeller Capital Management L.P. 0.01% Add +0.5% 86,726 $4.4M
Xponance LLC 0.03% Add +1.5% 86,011 $4.4M
Quantinno Capital Management LP 0.01% Add +10.2% 84,187 $4.3M
Louisiana State Employees Retirement System 0.07% Reduce -2.5% 83,400 $4.2M
Kepler Cheuvreux (Suisse) SA 0.22% — 81,533 $4.1M
Gabelli Funds LLC 0.03% Reduce -3.2% 79,655 $4.0M
Citadel Advisors 0.00% Reduce -80.7% 79,359 $4.0M
Edgestream Partners, L.P. 0.12% Reduce -53.1% 79,203 $4.0M
Uniplan Investment Counsel, Inc. 0.41% Add +1.6% 79,001 $4.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -1.5% 76,875 $3.9M
Swiss Life Asset Management Ltd 0.02% Add +6.0% 76,475 $3.9M
Empowered Funds, LLC 0.04% Add +101.9% 76,395 $3.9M
Handelsbanken Fonder AB 0.01% No change 76,300 $3.9M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Add +26.4% 76,199 $3.9M
NFC Investments, LLC 1.11% No change 75,300 $3.8M
State of Michigan Retirement System 0.02% Reduce -2.3% 74,986 $3.8M
BTC Capital Management, Inc. 0.26% Add +5.1% 73,678 $3.7M
Caisse Des Depots Et Consignations 0.16% Reduce -34.3% 72,198 $3.7M
LBP Am SA 0.05% Reduce -1.7% 72,159 $3.7M
JPL Wealth Management, LLC 0.84% Add +1.5% 69,551 $3.5M
Wedge Capital Management L L P 0.06% Add +3.0% 69,393 $3.5M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -1.6% 66,766 $3.4M
Ethic Inc. 0.06% Reduce -27.6% 66,697 $3.4M
Natixis 0.02% Reduce -89.8% 66,496 $3.4M
LPL Financial LLC 0.00% Reduce -18.4% 65,752 $3.3M
DekaBank Deutsche Girozentrale 0.01% No change 64,380 $3.3M
Dynamic Advisor Solutions LLC 0.10% Add +5.0% 64,668 $3.3M
Levin Capital Strategies, L.P. 0.30% New 64,141 $3.3M
New Age Alpha Advisors, LLC 0.14% Reduce -3.0% 63,900 $3.2M
Elo Mutual Pension Insurance Co 0.05% Add +7.1% 63,603 $3.2M
Meridian Wealth Management, LLC 0.12% Reduce -0.5% 62,891 $3.2M
Macquarie Group Ltd. 0.00% Add +0.1% 62,025 $3.1M
Neuberger Berman Group LLC 0.00% Reduce -85.7% 61,143 $3.1M
New Mexico Educational Retirement Board 0.10% Reduce -6.7% 61,100 $3.1M
Point72 (DIFC) Ltd 0.21% New 60,601 $3.1M
Oregon Public Employees Retirement Fund 0.04% Reduce -2.4% 60,335 $3.1M
B. Metzler seel. Sohn & Co. AG 0.03% No change 59,976 $3.0M
Stephens Inc. 0.04% Reduce -9.9% 59,701 $3.0M
Searle & Co. 0.77% No change 57,467 $2.9M
Ameritas Investment Partners, Inc. 0.09% Reduce -4.8% 56,149 $2.9M
Dynamic Technology Lab Private Ltd 0.48% New 55,394 $2.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +4.7% 53,867 $2.7M
Entropy Technologies, LP 0.20% Reduce -16.8% 53,111 $2.7M
First National Advisers, LLC 0.36% Add +0.7% 52,893 $2.7M
Ossiam 0.03% New 52,873 $2.7M
ExodusPoint Capital Management, LP 0.04% New 52,657 $2.7M
Lecap Asset Management Ltd. 0.90% Add +189.9% 51,077 $2.6M
Cetera Investment Advisers 0.00% Add +11.9% 50,958 $2.6M
KBC Group NV 0.01% Add +0.4% 50,667 $2.6M
Kempner Capital Management Inc. 2.13% Reduce -46.7% 50,505 $2.6M
Utah Retirement Systems 0.02% Reduce -3.5% 49,693 $2.5M
First National Bank of Omaha 0.16% Reduce -4.8% 49,669 $2.5M
Toronto Dominion Bank 0.00% Reduce -11.2% 49,404 $2.5M
&partners 0.02% Reduce -2.5% 47,916 $2.4M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -5.7% 47,704 $2.4M
OMERS ADMINISTRATION Corp 0.02% Add +3.6% 47,398 $2.4M
Alerus Financial NA 0.12% Add +0.3% 47,390 $2.4M
Corient Private Wealth LP 0.00% Add +23.0% 47,367 $2.4M
Prudential Financial Inc. 0.00% Add +20.9% 47,105 $2.4M
Tredje AP-fonden 0.02% Add +77.5% 46,888 $2.4M
Advisory Services Network, LLC 0.03% Add +57.9% 45,677 $2.3M
AXA Investment Managers S.A. 0.01% — 45,584 $2.3M
Mackenzie Financial Corp. 0.00% Add +1.9% 45,514 $2.3M
Holocene Advisors, LP 0.01% New 44,847 $2.3M
Bridgeway Capital Management, LLC 0.05% No change 43,800 $2.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Add +0.9% 43,797 $2.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -9.5% 43,679 $2.2M
Caprock Group, LLC 0.05% — 41,591 $2.2M
EFG Asset Management (North America) Corp. 0.29% Add +12.8% 43,486 $2.2M
Diversified Trust Co. 0.04% No change 42,186 $2.1M
L2 Asset Management, LLC 0.30% Add +261.0% 41,101 $2.1M
M&T Bank Corp 0.01% Reduce -6.5% 41,056 $2.1M
Ruane, Cunniff & Goldfarb L.P. 0.03% Reduce -0.2% 40,636 $2.1M
PNC Financial Services Group, Inc. 0.00% Add +88.4% 40,502 $2.1M
Pacer Advisors, Inc. 0.01% Add +157.5% 39,898 $2.0M
Teacher Retirement System of Texas 0.01% Reduce -70.2% 39,814 $2.0M
Artemis Investment Management LLP 0.03% Reduce -20.7% 39,538 $2.0M
Icon Advisers Inc. 0.44% No change 39,200 $2.0M
Janus Henderson Group PLC 0.00% Reduce -85.0% 38,895 $2.0M
Candriam S.C.A. 0.01% No change 38,597 $2.0M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -0.9% 38,117 $1.9M
Nissay Asset Management Corp. /Japan 0.01% Reduce -1.2% 37,707 $1.9M
EJF Capital LP 1.10% No change 37,400 $1.9M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -2.3% 36,682 $1.9M
Intech Investment Management LLC 0.02% Add +55.0% 36,594 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.3% 35,538 $1.8M
EFG Asset Management (Americas) Corp. 0.31% New 35,653 $1.8M
Richard Bernstein Advisors LLC 0.05% Reduce -59.3% 35,576 $1.8M
TD Asset Management Inc 0.00% Reduce -3.7% 35,139 $1.8M
OP Asset Management Ltd 0.02% No change 34,589 $1.8M
Carolina Wealth Advisors, LLC 0.75% Add +28.3% 34,182 $1.7M
Credit Agricole S A 0.01% — 34,046 $1.7M
Vise Technologies, Inc. 0.06% Add +0.6% 33,816 $1.7M
Inceptionr LLC 0.41% Add +289.7% 33,558 $1.7M
Legacy Wealth Management, LLC / MS 0.51% Reduce -15.1% 33,335 $1.7M
Susquehanna Fundamental Investments, LLC 0.07% New 33,223 $1.7M
Atlantic Union Bankshares Corp 0.03% New 33,168 $1.7M
Orion Porfolio Solutions, LLC 0.01% Add +1.2% 33,093 $1.7M
Cresset Asset Management, LLC 0.01% Add +5.0% 32,907 $1.7M
Truist Financial Corp. 0.00% Add +180.7% 32,820 $1.7M
HighTower Advisors, LLC 0.00% Add +4.0% 32,680 $1.7M
Cerity Partners LLC 0.00% Reduce -13.6% 32,466 $1.6M
State of Alaska, Department of Revenue 0.02% Reduce -5.6% 32,239 $1.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -0.4% 31,907 $1.6M
New York Life Investment Management LLC 0.01% Reduce -4.1% 31,503 $1.6M
Integrated Advisors Network LLC 0.07% Reduce -1.4% 31,231 $1.6M
Smith Asset Management Co., LLC 1.33% Add +6.7% 71,949 $1.6M
Bank of Montreal 0.00% Reduce -6.2% 30,102 $1.5M
Ritholtz Wealth Management 0.03% Reduce -2.5% 30,039 $1.5M
Weiss Asset Management LP 0.03% Reduce -2.3% 30,024 $1.5M
Nisa Investment Advisors, LLC 0.01% Reduce -15.3% 29,912 $1.5M
Raiffeisen Bank International AG 0.02% Add +37.4% 28,836 $1.5M
Axq Capital, LP 0.56% New 28,791 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Add +78.3% 28,322 $1.4M
Bokf, NA 0.02% Reduce -5.1% 28,265 $1.4M
Agf Management Ltd. 0.01% Add +16.1% 27,479 $1.4M
Pinnacle Associates Ltd. 0.02% Add +58.3% 27,405 $1.4M
Public Employees Retirement Association of Colorado 0.01% No change 26,805 $1.4M
Clearstead Advisors, LLC 0.02% Reduce -4.7% 25,597 $1.3M
Daiwa Securities Group Inc. 0.00% Reduce -22.8% 25,393 $1.3M
Magnetar Financial LLC 0.01% New 24,932 $1.3M
Brevan Howard Capital Management LP 0.02% Reduce -54.9% 24,593 $1.2M
Board of the Pension Protection Fund 1.19% Reduce -15.6% 23,900 $1.2M
Redwood Investment Management, LLC 0.13% Reduce -4.1% 23,337 $1.2M
Assetmark, Inc. 0.00% Add +6.2% 23,281 $1.2M
Prelude Capital Management, LLC 0.09% Add +7.8% 22,891 $1.2M
Landscape Capital Management, L.L.C. 0.07% New 22,704 $1.2M
Securian Asset Management, Inc. 0.03% Reduce -3.1% 22,433 $1.1M
Hennessy Advisors Inc. 0.04% Reduce -18.5% 22,000 $1.1M
Capital Insight Partners, LLC 0.18% Reduce -0.8% 21,902 $1.1M
XTX Topco Ltd 0.06% Reduce -71.4% 21,616 $1.1M
Point72 Asia (Singapore) Pte. Ltd. 0.17% New 21,610 $1.1M
Verition Fund Management LLC 0.01% Reduce -46.9% 21,038 $1.1M
Crossmark Global Holdings, Inc. 0.02% Add +6.0% 20,809 $1.1M
Avanza Fonder AB 0.03% No change 20,637 $1.0M
GAMCO Investors 0.01% Reduce -0.3% 20,128 $1.0M
Hillsdale Investment Management Inc. 0.03% Add +21.5% 19,750 $1.0M
Graham Capital Management, L.P. 0.05% Reduce -87.1% 19,521 $991K
Tower Research Capital LLC (TRC) 0.03% Add +68.4% 19,447 $988K
iSAM Funds (UK) Ltd 0.20% New 19,122 $971K
Rodgers Brothers Inc. 0.12% No change 19,000 $965K
Aster Capital Management (DIFC) Ltd 0.47% New 18,352 $932K
Greenleaf Trust 0.01% Add +3.8% 17,605 $894K
Bank of Nova Scotia 0.00% Reduce -88.7% 16,282 $827K
Summit Trail Advisors, LLC 0.01% Add +280.2% 16,155 $820K
Pathstone Holdings, LLC 0.00% Add +1.4% 16,102 $818K
Two Sigma Securities, LLC 0.12% New 15,525 $788K
Gulf International Bank (UK) Ltd 0.03% Reduce -2.8% 15,129 $768K
Gsa Capital Partners LLP 0.06% Reduce -14.0% 15,093 $766K
Creative Planning 0.00% Add +5.1% 15,011 $762K
Maryland State Retirement & Pension System 0.02% No change 14,771 $750K
QRG Capital Management, Inc. 0.01% Reduce -84.2% 14,745 $749K
Cwm, LLC 0.00% Reduce -3.5% 14,366 $730K
Investment Management Corp of Ontario 0.01% Add +89.2% 14,256 $724K
CIBC Asset Management Inc 0.00% Add +0.7% 14,248 $724K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +0.8% 14,152 $719K
Harvest Investment Services, LLC 0.14% Add +11.3% 13,577 $689K
Numerai GP LLC 0.09% Add +67.7% 13,251 $673K
Cibc World Market Inc. 0.00% Reduce -1.7% 13,202 $670K
E. Ohman J:or Asset Management AB 0.02% No change 13,000 $660K
ProShare Advisors LLC 0.00% Reduce -5.4% 12,740 $647K
Lanark Financial, Inc. 0.05% Add +0.6% 12,560 $638K
Compound Planning, Inc. 0.02% Add +1.7% 12,511 $635K
AIA Group Ltd 0.01% New 12,326 $626K
AXS Investments LLC 0.19% No change 12,000 $609K
Assenagon Asset Management S.A. 0.00% Reduce -88.6% 11,964 $608K
Kestra Investment Management, LLC 0.02% New 11,358 $577K
Sciencast Management LP 0.11% Reduce -54.5% 11,353 $577K
Financiere des Professionnels - Fonds d'investissement inc. 0.03% No change 11,293 $573K
GAMMA Investing LLC 0.03% Reduce -1.4% 11,156 $567K
Metis Global Partners, LLC 0.01% Add +0.0% 10,983 $558K
CIBC Bancorp USA Inc. 0.00% — 10,896 $553K
Voleon Capital Management LP 0.01% New 10,784 $548K
Shelton Capital Management 0.01% Reduce -2.0% 10,778 $547K
Integrated Wealth Concepts LLC 0.00% Reduce -18.8% 10,581 $537K
Fox Run Management, L.L.C. 0.08% New 10,379 $527K
Cambria Investment Management, L.P. 0.03% Add +25.0% 10,314 $524K
Merit Financial Group, LLC 0.00% Add +0.7% 10,264 $521K
Apollon Wealth Management, LLC 0.01% Reduce -0.1% 10,259 $521K
Allstate Corp. 0.01% New 10,176 $517K
Mount Lucas Management LP 0.23% Reduce -6.7% 9,990 $507K
Praxis Investment Management Inc. 0.03% No change 9,710 $493K
Fifth Third Wealth Advisors LLC 0.02% No change 9,601 $488K
Meeder Advisory Services, Inc. 0.02% Add +18.0% 9,594 $487K
Catalyst Funds Management Pty Ltd 0.07% Add +33.0% 9,500 $482K
Vontobel Holding Ltd. 0.00% No change 9,326 $474K
Atria Investments, Inc 0.01% Add +30.5% 9,191 $467K
US Bancorp \de 0.00% Add +0.3% 9,124 $463K
Rothschild Investment LLC 0.03% Add +4.5% 9,114 $463K
Profund Advisors LLC 0.01% Reduce -0.8% 9,092 $462K
Walleye Capital LLC 0.00% New 9,042 $459K
Ellevest, Inc. 0.06% Reduce -15.4% 8,282 $421K
Romano Brothers and Company 0.05% No change 7,975 $405K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -8.5% 7,760 $394K
Tidal Investments LLC 0.00% Add +0.5% 7,660 $389K
Caitlin John, LLC 0.27% Add +20.3% 7,648 $388K
Quadrant Capital Group LLC 0.01% Reduce -2.2% 7,581 $385K
Verdence Capital Advisors LLC 0.02% Add +0.3% 7,850 $384K
Guggenheim Capital LLC 0.00% Reduce -16.6% 7,544 $383K
Osaic Holdings, Inc. 0.00% Add +1.1% 7,312 $382K
MML Investors Services, LLC 0.00% Reduce -0.6% 7,346 $373K
AlphaQuest LLC 0.02% New 7,309 $371K
Captrust Financial Advisors 0.00% Add +14.0% 7,218 $367K
STRS Ohio 0.00% Reduce -80.8% 7,190 $365K
Seeds Investor LLC 0.08% Reduce -13.6% 7,108 $361K
Bessemer Group Inc. 0.00% Add +11.2% 6,932 $352K
Choreo, LLC 0.00% Add +9.8% 6,919 $351K
Ascent Group, LLC 0.01% Reduce -0.5% 6,833 $347K
Coldstream Capital Management Inc. 0.00% Add +22.0% 6,760 $343K
Diametric Capital, LP 0.12% New 6,485 $329K
Tributary Capital Management, LLC 0.03% Reduce -4.1% 6,485 $329K
Applied Finance Capital Management, LLC 0.02% Reduce -17.3% 6,405 $325K
Mgo One Seven LLC 0.01% Reduce -9.8% 6,229 $316K
Ashton Thomas Private Wealth, LLC 0.01% No change 6,152 $312K
Counterpoint Mutual Funds LLC 0.02% Reduce -53.4% 6,106 $310K
Hyperion Capital Advisors LP 0.16% No change 6,061 $308K
Brooklyn Investment Group 0.04% Reduce -3.8% 5,488 $307K
Mariner, LLC 0.00% Reduce -76.1% 5,970 $303K
Blair William & Co. 0.00% Add +14.3% 5,937 $301K
Park Avenue Securities LLC 0.00% Add +3.5% 5,924 $301K
Snowden Capital Advisors LLC 0.01% Reduce -42.9% 5,701 $289K
Jones Financial Companies LLLP 0.00% Add +2.5% 5,347 $280K
Janney Montgomery Scott LLC 0.00% Reduce -61.8% 5,518 $280K
Net Worth Advisory Group 0.08% New 5,396 $274K
Commerce Bank 0.00% Add +3.7% 5,311 $270K
Abn Amro Investment Solutions 0.01% No change 5,304 $269K
UniSuper Management Pty Ltd 0.00% No change 5,300 $269K
Fieldview Capital Management, LLC 0.04% New 5,265 $267K
Kathmere Capital Management, LLC 0.02% Reduce -7.4% 5,199 $264K
OneDigital Investment Advisors LLC 0.00% Reduce -16.1% 5,188 $263K
Rafferty Asset Management, LLC 0.00% Reduce -2.5% 5,175 $263K
Callan Family Office, LLC 0.01% Add +11.1% 5,070 $257K
Vestcor Inc 0.01% No change 5,060 $257K
Forum Financial Management, LP 0.00% Add +0.9% 5,021 $255K
denkapparat Operations GmbH 0.16% No change 4,898 $249K
Advus Financial Partners, LLC 0.06% Reduce -1.9% 4,890 $248K
Sequoia Financial Advisors, LLC 0.00% Add +24.7% 4,862 $247K
Arax Advisory Partners 0.00% Add +1516.3% 4,849 $246K
HB Wealth Management, LLC 0.00% Reduce -0.4% 4,771 $242K
Wedmont Private Capital 0.01% Add +1.1% 4,708 $240K
PDS Planning, Inc 0.02% Reduce -2.6% 4,703 $239K
Composition Wealth, LLC 0.00% Reduce -25.6% 4,696 $238K
United Capital Financial Advisors, LLC 0.00% Add +29.9% 4,687 $238K
Longboard Asset Management, LP 0.38% No change 4,608 $234K
Tudor Investment Corporation 0.00% New 4,597 $233K
Signaturefd, LLC 0.00% Reduce -0.3% 4,551 $231K
Fifth Third Bancorp 0.00% Add +2.6% 4,426 $225K
Blueshift Asset Management, LLC 0.07% New 4,355 $221K
UMB Bank, n.a. 0.00% Reduce -4.1% 4,325 $220K
Siemens Fonds Invest GmbH 0.01% No change 4,309 $219K
Wealthfront Advisers LLC 0.00% Reduce -2.5% 4,295 $218K
D'Orazio & Associates, Inc. 0.03% Reduce -0.7% 4,278 $217K
Sonoma Allocations LLC 0.08% — 4,559 $215K
Independent Advisor Alliance 0.01% Add +2.0% 4,225 $215K
Daiichi Life Insurance Co., Ltd. 0.01% No change 4,157 $211K
Phillips Wealth Planners LLC 0.17% Reduce -6.4% 4,077 $208K
Pitcairn Co. 0.02% Reduce -32.0% 3,952 $201K
Hantz Financial Services, Inc. 0.00% Add +47.7% 3,714 $189K
SG Americas Securities, LLC 0.00% Reduce -74.6% 3,489 $177K
Ostrum Asset Management 0.01% Reduce -3.0% 3,410 $173K
National Bank of Canada 0.00% Reduce -95.7% 3,325 $169K
Smartleaf Asset Management LLC 0.01% Add +180.1% 3,003 $157K
Anchor Investment Management, LLC 0.01% Reduce -81.7% 3,000 $152K
FIL Ltd 0.00% No change 2,970 $151K
IFP Advisors, Inc 0.00% Add +85.7% 2,841 $144K
Quent Capital, LLC 0.01% New 2,826 $143K
Van Eck Associates Corp. 0.00% Add +6.0% 2,753 $140K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.3% 2,750 $140K
Principal Securities, Inc. 0.00% Reduce -9.7% 2,703 $137K
Cornerstone Planning Group LLC 0.02% Reduce -0.1% 2,784 $135K
Farther Finance Advisors, LLC 0.00% Add +1.3% 2,565 $130K
Parkside Financial Bank & Trust 0.01% Reduce -0.2% 2,499 $127K
Sit Investment Associates Inc. 0.00% No change 2,450 $124K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -44.4% 2,025 $103K
CIBC Private Wealth Group LLC 0.00% Add +1350.0% 1,914 $97K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,871 $95K
EverSource Wealth Advisors, LLC 0.00% Add +0.5% 1,793 $91K
Blue Trust, Inc. 0.00% Reduce -19.6% 1,676 $85K
Zions Bancorporation, National Association 0.00% Reduce -3.1% 1,597 $81K
Cullen/Frost Bankers, Inc. 0.00% No change 1,300 $66K
Rise Advisors, LLC 0.02% Add +0.2% 1,289 $65K
LRI Investments, LLC 0.01% No change 1,209 $61K
Colonial Trust Co / SC 0.01% Reduce -74.3% 1,035 $53K
Wealthspire Advisors, LLC 0.00% New 818 $42K
Versant Capital Management, Inc 0.01% Add +1.8% 792 $40K
Caitong International Asset Management Co., Ltd 0.03% New 750 $38K
Hilltop National Bank 0.01% New 721 $37K
MAI Capital Management 0.00% Reduce -23.1% 721 $37K
Root Financial Partners, LLC 0.00% New 710 $36K
Global Retirement Partners, LLC 0.00% Reduce -46.3% 692 $35K
Orion Capital Management LLC 0.01% Add +0.8% 635 $32K
Harbour Investments, Inc. 0.00% Add +5.8% 617 $31K
Parallel Advisors, LLC 0.00% Reduce -1.0% 588 $30K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 550 $28K
True Wealth Design, LLC 0.01% Reduce -3.0% 544 $28K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -3.6% 529 $27K
Brown Brothers Harriman & Co. 0.00% No change 529 $27K
Johnson Financial Group, Inc. 0.00% New 510 $26K
MV Capital Management, Inc. 0.00% No change 496 $25K
WPG Advisers, LLC 0.02% Add +4.9% 492 $25K
State of Wyoming 0.00% Add +25.8% 487 $25K
Essential Partners LLC 0.01% Add +36.1% 483 $25K
BankPlus Trust Department 0.01% Reduce -64.8% 470 $24K
Contravisory Investment Management, Inc. 0.00% No change 470 $24K
Sterling Capital Management LLC 0.00% Reduce -1.5% 456 $23K
Private Trust Co. NA 0.00% No change 431 $22K
Allworth Financial LP 0.00% Add +529.0% 390 $20K
Hemington Wealth Management 0.00% Add +2.9% 351 $17K
Salomon & Ludwin, LLC 0.00% New 329 $17K
Covestor Ltd 0.01% Reduce -37.2% 324 $16K
Mather Group, Llc. 0.00% New 277 $14K
Ascentis Wealth Management, LLC 0.00% Add +3300.0% 272 $14K
Washington Trust Advisors, Inc. 0.00% Reduce -4.2% 271 $14K
JFS Wealth Advisors, LLC 0.00% No change 260 $13K
Farmers & Merchants Investments Inc. 0.00% Add +2.9% 250 $13K
Harbor Investment Advisory, LLC 0.00% No change 235 $12K
Whittier Trust Co. 0.00% No change 230 $12K
Clearstead Trust, LLC 0.00% No change 217 $11K
Fortitude Family Office, LLC 0.00% Add +3.5% 206 $10K
WealthCollab, LLC 0.00% No change 178 $9K
Manchester Capital Management LLC 0.00% New 170 $9K
Huntington National Bank 0.00% No change 161 $8K
Optiver Holding B.V. 0.00% Reduce -80.0% 158 $8K
Meeder Asset Management Inc. 0.00% Reduce -65.5% 151 $8K
High Note Wealth, LLC 0.00% No change 150 $8K
Bruce G. Allen Investments, LLC 0.01% Reduce -35.6% 139 $7K
Dogwood Wealth Management LLC 0.00% Add +10.3% 129 $7K
Trust Co. of Vermont 0.00% No change 127 $6K
Ancora Advisors LLC 0.00% No change 117 $6K
Colonial Trust Advisors 0.00% No change 100 $5K
IMG Wealth Management, Inc. 0.00% No change 99 $5K
IAG Wealth Partners, LLC 0.00% No change 94 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 90 $5K
Larson Financial Group LLC 0.00% Add +45.2% 90 $5K
Bell Investment Advisors, Inc 0.00% No change 88 $4K
Webster Bank, N. A. 0.00% No change 78 $4K
SouthState Bank Corp 0.00% Reduce -75.3% 78 $4K
Sachetta, LLC 0.00% No change 70 $4K
TD Private Client Wealth LLC 0.00% Reduce -20.7% 69 $4K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -1.6% 61 $3K
Coston, McIsaac & Partners 0.00% No change 70 $3K
Capital Advisors, Ltd. LLC 0.00% No change 65 $3K
Valued Wealth Advisors LLC 0.00% No change 57 $3K
Spire Wealth Management 0.00% Add +3.7% 56 $3K
Physician Wealth Advisors, Inc. 0.00% No change 52 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 52 $3K
SJS Investment Consulting Inc. 0.00% No change 50 $3K
Cape Investment Advisory, Inc. 0.00% Reduce -63.9% 44 $2K
Cromwell Holdings LLC 0.00% No change 44 $2K
Rossby Financial, LCC 0.00% New 45 $2K
Hughes Financial Services, LLC 0.00% No change 46 $2K
AdvisorNet Financial, Inc 0.00% No change 40 $2K
Cloud Capital Management, LLC 0.00% New 57 $2K
Quaker Wealth Management, LLC 0.00% Add +3300.0% 34 $2K
Scarborough Advisors, LLC 0.00% No change 34 $2K
Rialto Wealth Management, LLC 0.00% Add +25.0% 30 $2K
Bare Financial Services, Inc 0.00% No change 30 $2K
Principia Wealth Advisory, LLC 0.00% Add +20.8% 29 $1K
Activest Wealth Management 0.00% No change 28 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +22.7% 27 $1K
Country Trust Bank 0.00% New 24 $1K
Financial Network Wealth Advisors LLC 0.00% No change 23 $1K
Park Place Capital Corp 0.00% No change 21 $1K
Avion Wealth 0.00% Reduce -19.6% 37 $1K
Glen Eagle Advisors, LLC 0.00% No change 20 $998
HFM Investment Advisors, LLC 0.00% Reduce -13.6% 19 $965
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -92.9% 18 $914
Highline Wealth Partners LLC 0.00% No change 18 $914
Tortoise Investment Management, LLC 0.00% Reduce -5.6% 17 $863
Rakuten Securities, Inc. 0.00% Reduce -6.3% 15 $762
Guerra Advisors Inc 0.00% New 15 $762
American Capital Advisory, LLC 0.00% Reduce -23.5% 13 $661
DecisionPoint Financial, LLC 0.00% No change 13 $641
Seneschal Advisors, LLC 0.00% New 8 $407
Transamerica Financial Advisors, LLC 0.00% New 8 $406
Financial Management Professionals, Inc. 0.00% No change 8 $406
ROSS\JOHNSON & Associates LLC 0.01% No change 7 $355
SBI Securities Co., Ltd. 0.00% Reduce -56.3% 7 $355
Private Wealth Asset Management, LLC 0.00% No change 7 $355
Private Wealth Management Group, LLC 0.00% No change 3 $153
TFC Financial Management, Inc. 0.00% No change 2 $102
Turning Point Benefit Group, Inc. 0.00% New 1 $49
Advisors Asset Management, Inc. 0.00% Reduce -21.4% 11 $0

"% of holder's portfolio" is EQH's weight in each manager's 13F, not the share of Equitable Holdings Inc. the manager owns.