As of the latest SEC filings, Equitable Holdings, Inc. (EQH) is held by 494 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $331,279,300.05 in market value, representing 0.02% of its portfolio.
Funds holding Equitable Holdings, Inc. (EQH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EQH
- CIK:
- 0001333986
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $331,279,300.05 | 8,926,955 | Mar 31, 2026 | May 28, 2026 |
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.28% | $294,481,358.04 | 7,935,364 | Mar 31, 2026 | May 26, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.15% | $239,870,838.69 | 6,463,779 | Mar 31, 2026 | May 28, 2026 |
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 0.10% | $220,743,811.20 | 5,230,896 | Apr 30, 2026 | Jun 26, 2026 |
|
TIBIX
Thornburg Investment Income Builder Fund
|
MF | Independent / Boutique | 0.85% | $178,650,434.58 | 4,814,078 | Mar 31, 2026 | May 26, 2026 |
|
PAFDX
T. Rowe Price Equity Income Fund
|
MF | T. Rowe Price | 1.01% | $163,061,340.00 | 4,394,000 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.25% | $152,758,379.37 | 4,116,367 | Mar 31, 2026 | May 28, 2026 |
|
VWNEX
VANGUARD WINDSOR FUND
|
MF | Vanguard | 0.62% | $150,178,701.40 | 3,558,737 | Apr 30, 2026 | Jun 26, 2026 |
|
VWIAX
VANGUARD WELLESLEY INCOME FUND
|
MF | Vanguard | 0.30% | $143,344,574.34 | 3,862,694 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.14% | $117,442,165.44 | 3,164,704 | Mar 31, 2026 | May 28, 2026 |
|
CFNAX
American Funds Fundamental Investors
|
MF | Capital Group / American Funds | 0.08% | $117,200,059.80 | 3,158,180 | Mar 31, 2026 | May 28, 2026 |
|
DHLYX
DIAMOND HILL LARGE CAP FUND
|
MF | Independent / Boutique | 2.08% | $82,002,857.64 | 2,209,724 | Mar 31, 2026 | Jun 1, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.33% | $79,239,609.93 | 2,135,263 | Mar 31, 2026 | Jun 1, 2026 |
|
MSIGX
Invesco Main Street Fund
|
MF | Invesco | 0.60% | $67,993,441.80 | 1,611,219 | Apr 30, 2026 | Jun 26, 2026 |
|
IWP
iShares Russell Mid-Cap Growth ETF
|
ETF | BlackRock / iShares | 0.34% | $63,245,793.69 | 1,704,279 | Mar 31, 2026 | May 28, 2026 |
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.05% | $61,878,450.80 | 1,466,314 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.15% | $60,434,572.00 | 1,502,600 | Feb 28, 2026 | Apr 24, 2026 |
|
MVCHX
MFS Mid Cap Value Fund
|
MF | Independent / Boutique | 0.33% | $52,630,663.74 | 1,418,234 | Mar 31, 2026 | May 26, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.33% | $51,356,714.55 | 1,383,905 | Mar 31, 2026 | May 28, 2026 |
|
-
VIP Mid Cap Portfolio
|
ETF | Independent / Boutique | 0.61% | $48,591,834.00 | 1,309,400 | Mar 31, 2026 | May 26, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.05% | $47,490,149.80 | 1,125,359 | Apr 30, 2026 | Jun 26, 2026 |
|
BBVLX
Bridge Builder Large Cap Value Fund
|
MF | Independent / Boutique | 0.18% | $47,151,409.35 | 1,270,585 | Mar 31, 2026 | May 22, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.34% | $45,032,189.91 | 2,320,051 | Mar 31, 2026 | May 26, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.09% | $44,642,789.20 | 1,057,886 | Apr 30, 2026 | Jun 26, 2026 |
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 0.05% | $42,624,794.02 | 1,059,791 | Feb 28, 2026 | Apr 24, 2026 |
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