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Who Owns Equitable Holdings Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Equitable Holdings Inc.

Who crossed 5% of EQH →
Managers holding
10
as of 2026-09-30
Reported value
$8.6M
summed across filings
Shares held
157.2K
Added vs trimmed
5 / 1
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Sound Income Strategies, LLCCOM95.9K sh—$5.1M
Eleva Capital SASCOM16.1K sh—$1.1M
GAMMA Investing LLCCommon Stock14.5K shadded$744.5K
Vann Equity Management LLCCOM13K shadded$668.9K
Farther Finance Advisors, LLCStock9.5K shadded$488.2K
Wedmont Private CapitalCOM5.9K shadded$317.7K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.6K shtrimmed$83.4K
CoreCap Advisors, LLCStock401 shadded$20.6K
ELEVATION WEALTH PARTNERS, LLCCOM98 shheld$5K
Wealth Enhancement Trust Services, Inc.COM30 shheld$1.5K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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