← Every company
Funds Holding Equitable Holdings Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Equitable Holdings Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of EQH →Funds holding
106
as of 2026-07-31
Reported value
$1.1B
summed across funds
Fund families
51
named trusts
Largest conviction
3.52%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Leadershares Alphafactor Tactical Focused ETFTwo Roads Shared Trust47K sh$2.2M | 3.52% |
| Dunham Monthly Distribution FundDunham Funds228.3K sh$10.9M | 3.52% |
| TCW Relative Value Large Cap FundTCW FUNDS INC333.3K sh$15.9M | 2.85% |
| NYLIM Merger Arbitrage ETFNYLIM ETF Trust146K sh$7M | 2.77% |
| TCW Relative Value Mid Cap FundTCW FUNDS INC91.1K sh$4.3M | 2.63% |
| Janus Henderson Mid Cap Growth Alpha ETFJanus Detroit Street Trust9.3K sh$443.7K | 1.88% |
| Classic Value FundJohn Hancock Capital Series187.1K sh$8.9M | 1.64% |
| Nuveen Small/Mid Cap Growth Opportunities FundNuveen Investment Funds, Inc.54.2K sh$2.6M | 1.59% |
| MFS Equity Income FundMFS SERIES TRUST VII271.6K sh$12.9M | 1.40% |
| SA MFS Large Cap Growth PortfolioSUNAMERICA SERIES TRUST139.4K sh$6.6M | 0.96% |
| BANKS ULTRASECTOR PROFUNDProFunds1.7K sh$79K | 0.78% |
| VANGUARD SELECTED VALUE FUNDVANGUARD WHITEHALL FUNDS1.1M sh$53.8M | 0.77% |
| VANGUARD WINDSOR FUNDVANGUARD WINDSOR FUNDS3.5M sh$165.4M | 0.65% |
| Nuveen Mid Cap Value FundTIAA-CREF Funds200.8K sh$9.6M | 0.57% |
| NYLIM Epoch U.S. Equity Yield FundNYLIM FUNDS TRUST140.3K sh$6.7M | 0.56% |
| NYLIM Candriam U.S. Mid Cap Equity ETFNYLIM ETF Trust37K sh$1.8M | 0.53% |
| Invesco Main Street All Cap FundAIM Equity Funds (Invesco Equity Funds)186.1K sh$8.9M | 0.51% |
| Invesco BuyBack AchieversTM ETFInvesco Exchange-Traded Fund Trust239.4K sh$11.4M | 0.50% |
| THE HARTFORD EQUITY INCOME FUNDHARTFORD MUTUAL FUNDS, INC485.5K sh$23.1M | 0.47% |
| Invesco Main Street FundAIM Equity Funds (Invesco Equity Funds)1.1M sh$53.4M | 0.46% |
| iShares Morningstar Small-Cap Value ETFiShares Trust60.3K sh$2.9M | 0.42% |
| Pacer Trendpilot US Mid Cap ETFPacer Funds Trust30.9K sh$1.5M | 0.38% |
| SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST40.6K sh$1.9M | 0.37% |
| MidCap S&P 400 Index FundPrincipal Funds, Inc107.6K sh$5.1M | 0.37% |
| BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.102K sh$4.9M | 0.37% |
| Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust21.8K sh$1M | 0.37% |
| MID-CAP VALUE PROFUNDProFunds209 sh$10K | 0.37% |
| PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 21K sh$48.6K | 0.36% |
| MID-CAP GROWTH PROFUNDProFunds374 sh$17.8K | 0.35% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc13.6K sh$648.5K | 0.33% |
| BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust44.2K sh$2.1M | 0.33% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust42K sh$2M | 0.31% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust122.8K sh$5.8M | 0.29% |
| Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust4.1K sh$197K | 0.29% |
| MFS Global Alternative Strategy FundMFS Series Trust XV12.1K sh$574.9K | 0.28% |
| VANGUARD WINDSOR II FUNDVANGUARD WINDSOR FUNDS3.4M sh$163.9M | 0.25% |
| ULTRA MID CAP PROFUNDProFunds2.4K sh$112.5K | 0.24% |
| Nuveen Quant Mid Cap Growth FundTIAA-CREF Funds30.2K sh$1.4M | 0.23% |
| iShares Morningstar Small-Cap ETFiShares Trust12K sh$571.9K | 0.20% |
| iShares U.S. Financials ETFiShares Trust178.5K sh$8.5M | 0.19% |
| Victory Extended Market Index FundVictory Portfolios III32.4K sh$1.5M | 0.19% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust104.1K sh$5M | 0.19% |
| iShares U.S. Financial Services ETFiShares Trust80.2K sh$3.8M | 0.18% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds48.2K sh$2.3M | 0.17% |
| Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust693 sh$33K | 0.17% |
| U.S. High Relative Profitability PortfolioDFA INVESTMENT DIMENSIONS GROUP INC198.2K sh$9.4M | 0.15% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST74K sh$3.5M | 0.15% |
| MID-CAP PROFUNDProFunds255 sh$12.2K | 0.13% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust58.1K sh$2.8M | 0.13% |
| U.S. Large Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC113K sh$5.4M | 0.12% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust1.1M sh$50.5M | 0.10% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST56.6K sh$2.7M | 0.10% |
| Fidelity Hedged Equity FundFidelity Greenwood Street Trust15.3K sh$727.4K | 0.09% |
| iShares Russell Mid-Cap Index FundBlackRock Funds50.4K sh$2.4M | 0.09% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC45.3K sh$2.2M | 0.09% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC346.2K sh$16.5M | 0.08% |
| Green Century Balanced FundGREEN CENTURY FUNDS6.3K sh$302.3K | 0.08% |
| iShares Core Dividend Growth ETFiShares Trust598.7K sh$28.5M | 0.07% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC115.5K sh$5.5M | 0.06% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC522K sh$24.9M | 0.06% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust29.2K sh$1.4M | 0.06% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC470.5K sh$22.4M | 0.05% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS1.1M sh$53.6M | 0.05% |
| Capital Income BuilderCapital Income Builder1.5M sh$69.9M | 0.05% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust518.3K sh$24.7M | 0.05% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST8K sh$381.5K | 0.05% |
| Green Century Equity FundGREEN CENTURY FUNDS6.8K sh$321.7K | 0.04% |
| iShares ESG MSCI KLD 400 ETFiShares Trust44.5K sh$2.1M | 0.04% |
| Dimensional US High Profitability ETFDimensional ETF Trust100.6K sh$4.8M | 0.04% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust27.3K sh$1.3M | 0.04% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST100.2K sh$4.8M | 0.04% |
| Washington Mutual Investors FundWashington Mutual Investors Fund1.4M sh$68.2M | 0.03% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust62.6K sh$3M | 0.03% |
| Column Mid Cap FundTrust for Professional Managers6.1K sh$303.5K | 0.03% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust367 sh$17.5K | 0.02% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND108.3K sh$5.2M | 0.02% |
| E*TRADE No Fee Total Market Index FundE Trade Trust514 sh$24.5K | 0.02% |
| Fidelity Large Cap Growth Index FundFidelity Salem Street Trust197.7K sh$9.4M | 0.02% |
| Fidelity Series Large Cap Growth Index FundFidelity Salem Street Trust11.9K sh$564.8K | 0.02% |
| Schwab U.S. Large-Cap Growth Index FundSCHWAB CAPITAL TRUST21.9K sh$1M | 0.02% |
| Catholic Responsible Investments Multi-Style US Equity FundCatholic Responsible Investments Funds3.3K sh$159.3K | 0.02% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust55.3K sh$2.6M | 0.02% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.6K sh$75.7K | 0.02% |
| Dimensional US Vector Equity ETFDimensional ETF Trust2.3K sh$110K | 0.02% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust87.1K sh$4.1M | 0.02% |
| iShares Dow Jones U.S. ETFiShares Trust12.1K sh$576.1K | 0.02% |
| Nuveen Large Cap Growth Index FundTIAA-CREF Funds74.1K sh$3.5M | 0.02% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS90.1K sh$4.3M | 0.02% |
| Nuveen Equity Index FundTIAA-CREF Funds240.5K sh$11.5M | 0.02% |
| Wilmington Large-Cap Strategy FundWilmington Funds2.4K sh$116.4K | 0.02% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust154.2K sh$7.3M | 0.02% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST172.2K sh$8.2M | 0.02% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds18K sh$856.3K | 0.02% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust43.8K sh$2.1M | 0.02% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST4K sh$190.4K | 0.02% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds47.4K sh$2.3M | 0.02% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust51.2K sh$2.4M | 0.02% |
| AMT Diversified Equity FundADVISER MANAGED TRUST1.3K sh$62.5K | 0.02% |
| SA T. Rowe Price VCP Balanced PortfolioSUNAMERICA SERIES TRUST4.4K sh$207.3K | 0.02% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC17.2K sh$819.5K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS257.5K sh$12.3M | 0.01% |
| Fidelity Hedged Equity ETFFidelity Greenwood Street Trust1.9K sh$90.7K | 0.01% |
| Fidelity Yield Enhanced Equity ETFFidelity Greenwood Street Trust436 sh$20.8K | 0.01% |
| Fidelity Dynamic Buffered Equity ETFFidelity Greenwood Street Trust47 sh$2.2K | 0.01% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust25.2K sh$1.2M | 0.01% |
| MidCap Value Fund IPrincipal Funds, Inc2.9K sh$138.6K | 0.01% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on EQH
Company overviewEverything on EQH in one place, with the price.SEC filingsWhat EQH's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat EQH's own officers and directors buy and sell.Planned salesSales EQH insiders have filed notice of.Executive payWhat EQH awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in EQH.LobbyingWhat EQH spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on EQH's account, and who they worked for.Federal contractsWhat federal agencies pay EQH.