Funds holding Equitable Holdings Inc
474 funds declare a position · 119 ETFs and 355 other funds · 4.3B $· 467.6M SEK· 579.8K € · US29452E1010
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 157,956 | 5.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 102 | VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 157,333 | 6.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 103 | iShares U.S. Financials ETF iShares Trust | 152,836 | 6.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 104 | Guardian Equity Income VIP Fund Guardian Variable Products Trust | 152,000 | 5.6M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| 105 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 150,411 | 6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 106 | SA MFS Large Cap Growth Portfolio SUNAMERICA SERIES TRUST | 149,777 | 6.3M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| 107 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 147,801 | 6.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 108 | Equity Income Fund John Hancock Funds II | 145,531 | 5.9M $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| 109 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 141,597 | 5.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 110 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 139,790 | 5.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 111 | Brown Advisory Sustainable Value ETF ADVISORS' INNER CIRCLE III | 139,495 | 5.2M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| 112 | Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 137,600 | 5.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 113 | Nuveen ESG Large-Cap Growth ETF NuShares ETF Trust | 137,181 | 5.8M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 114 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 134,265 | 5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 115 | VALUE EQUITY FUND GuideStone Funds | 131,753 | 4.9M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 116 | Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 131,737 | 4.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 117 | Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 131,019 | 4.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 118 | Nuveen ESG Mid-Cap Growth ETF NuShares ETF Trust | 129,841 | 5.5M $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| 119 | Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 125,846 | 5.1M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 120 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 125,469 | 5M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 121 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 122,745 | 4.9M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 122 | MML Equity Income Fund MML SERIES INVESTMENT FUND | 122,629 | 4.6M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 123 | MFS Blended Research Growth Equity Fund MFS SERIES TRUST X | 119,987 | 4.8M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| 124 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 115,456 | 4.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 125 | BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 114,610 | 4.8M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 126 | U.S. Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 112,963 | 4.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 127 | T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 111,156 | 4.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 128 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 109,381 | 4.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 129 | MidCap S&P 400 Index Fund Principal Funds, Inc | 108,378 | 4.6M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 130 | MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 106,796 | 4M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 131 | iShares MSCI USA Value Factor ETF iShares Trust | 104,955 | 4.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 132 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 104,254 | 3.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 133 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 102,656 | 3.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 134 | T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. | 100,967 | 3.7M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 135 | Mid Cap Index Trust John Hancock Variable Insurance Trust | 100,630 | 3.7M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 136 | Dimensional US High Profitability ETF Dimensional ETF Trust | 100,553 | 4.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 137 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 99,743 | 4.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 138 | NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 99,522 | 3.7M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 139 | MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 96,145 | 3.6M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 140 | MFS Diversified Income Fund MFS Series Trust XIII | 93,274 | 3.8M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 141 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 91,800 | 32.5M SEK | 0.12 % | as of Mar 31, 2026 · Original filing |
| 142 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 90,612 | 3.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 143 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 87,074 | 3.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 144 | Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 84,523 | 3.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 145 | EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 84,413 | 3.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 146 | LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 82,959 | 3.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 147 | Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 82,174 | 3.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 148 | TCW Relative Value Mid Cap Fund TCW FUNDS INC | 81,512 | 3.4M $ | 2.36 % | as of Apr 30, 2026 · Original filing |
| 149 | Cicero Hållbar Mix Cicero Fonder AB | 80,000 | 28.1M SEK | 0.48 % | as of Mar 31, 2026 · Original filing |
| 150 | iShares U.S. Financial Services ETF iShares Trust | 79,997 | 3.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 151 | iShares MSCI ACWI ETF iShares Trust | 79,335 | 3.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 152 | iShares Russell 3000 ETF iShares Trust | 77,707 | 2.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 153 | VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 76,480 | 2.8M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 154 | Invesco V.I. Main Street Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 76,244 | 2.8M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 155 | T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 76,120 | 2.8M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 156 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 75,779 | 3.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 157 | Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust | 73,278 | 3.1M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| 158 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 68,697 | 2.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 159 | Swedbank Robur Access Global Swedbank Robur Fonder AB | 68,029 | 24M SEK | 0.04 % | as of Mar 31, 2026 · Original filing |
| 160 | Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 67,283 | 23.8M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 161 | THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 63,830 | 2.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 162 | Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 62,480 | 2.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 163 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 62,476 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 164 | T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. | 62,471 | 2.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 165 | Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust | 58,190 | 2.2M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 166 | Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II | 56,875 | 2.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 167 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 56,430 | 2.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 168 | LVIP Blended Large Cap Growth Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 56,429 | 2.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 169 | T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 55,594 | 2.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 170 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 55,271 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 171 | Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 54,810 | 2.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 172 | iShares Russell 2500 ETF iShares Trust | 54,409 | 2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 173 | Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 54,166 | 2.3M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| 174 | MFS Blended Research Value Equity Fund MFS SERIES TRUST X | 53,421 | 2.1M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| 175 | MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 53,365 | 2M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 176 | CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 52,190 | 1.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 177 | Sit Dividend Growth Fund SIT MUTUAL FUNDS INC | 51,975 | 1.9M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 178 | JNL/Mellon Financial Sector Fund JNL Series Trust | 51,358 | 1.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 179 | MML Fundamental Equity Fund MML SERIES INVESTMENT FUND | 51,186 | 1.9M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 180 | Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 50,982 | 2.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 181 | Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 50,693 | 2.1M $ | 3.54 % | as of Apr 30, 2026 · Original filing |
| 182 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 50,530 | 2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 183 | iShares Russell Mid-Cap Index Fund BlackRock Funds | 50,144 | 2.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 184 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 49,852 | 2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 185 | The U.S. Equity Portfolio HC Capital Trust | 49,585 | 1.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 186 | Timothy Plan High Dividend Stock ETF Timothy Plan | 48,791 | 1.8M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 187 | iShares Core S&P U.S. Growth ETF iShares Trust | 48,465 | 1.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 188 | BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 48,280 | 2M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 189 | NYLIM VP Dimensional U.S. Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 48,023 | 1.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 190 | Keeley Gabelli Mid Cap Dividend Fund Keeley Funds, Inc. | 47,876 | 1.8M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| 191 | MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 47,783 | 1.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 192 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 47,727 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 193 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 46,412 | 1.7M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 194 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 46,200 | 1.9M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 195 | Brown Advisory Sustainable Value Fund Brown Advisory Funds | 45,834 | 1.7M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| 196 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 45,319 | 1.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 197 | AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 44,675 | 1.7M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 198 | iShares ESG MSCI KLD 400 ETF iShares Trust | 44,460 | 1.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 199 | Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 42,166 | 1.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 200 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 41,111 | 1.7M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
Institutional managers
534 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 27,321,760 | 1B $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 18,218,634 | 676.1M $ | as of Mar 31, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,625,529 | 542.8M $ | as of Mar 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 12,632,922 | 468.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 11,981,175 | 444.6M $ | as of Mar 31, 2026 |
| Capital International Investors | 10,429,923 | 387.1M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 8,261,348 | 306.6M $ | as of Mar 31, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 7,192,046 | 266.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 5,854,515 | 216.7M $ | as of Mar 31, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | 4,994,205 | 185.3M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 4,905,475 | 182M $ | as of Mar 31, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | 4,464,347 | 165.7M $ | as of Mar 31, 2026 |
| Conifer Management, L.L.C. | 4,200,000 | 155.9M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,991,113 | 148.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,856,717 | 143.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 3,831,882 | 142.2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,525,676 | 130.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 3,137,357 | 116.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,060,459 | 113.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,976,024 | 110.4M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 2,598,051 | 96.4M $ | as of Mar 31, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | 2,661,117 | 95.2M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,442,698 | 90.6M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 2,230,326 | 82.8M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 2,201,064 | 81.7M $ | as of Mar 31, 2026 |