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EQH · Equitable Holdings, Inc. · Held by Funds

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$54.00 +1.36 (+2.58%) At close · Oct 5
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$14.74B
Shares
273.04M
Volume · Oct 5 3.56M Avg daily vol (3M) 2.85M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding EQH

452 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Mid-Cap ETF 9,243,997 $405,626,588 0.33%
VANGUARD TOTAL STOCK MARKET INDEX FUND 8,936,614 $392,138,622 0.02%
VANGUARD SMALL-CAP INDEX FUND 6,449,628 $283,009,677 0.15%
T. Rowe Price Equity Income Fund 5,105,000 $224,007,400 1.27%
Thornburg Investment Income Builder Fund 4,814,078 $211,241,743 0.94%
Oakmark Fund 4,620,967 $202,768,032 0.84%
VANGUARD SMALL-CAP VALUE INDEX FUND 4,089,841 $179,462,223 0.26%
VANGUARD WINDSOR FUND 3,470,611 $165,374,614 0.65%
VANGUARD WINDSOR II FUND 3,440,191 $163,925,101 0.25%
VANGUARD EXTENDED MARKET INDEX FUND 3,228,480 $141,665,702 0.15%
VANGUARD WELLESLEY INCOME FUND 2,718,775 $119,299,847 0.25%
State Street SPDR S&P MidCap 400SM ETF Trust 2,166,038 $95,045,747 0.34%
American Funds Fundamental Investors 2,134,480 $93,660,982 0.05%
VIP Mid Cap Portfolio 1,947,300 $85,447,524 0.89%
Capital Income Builder 1,466,314 $69,869,862 0.05%
Washington Mutual Investors Fund 1,431,200 $68,196,680 0.03%
Bridge Builder Large Cap Value Fund 1,489,285 $65,349,826 0.23%
DIAMOND HILL LARGE CAP FUND 1,462,368 $64,168,708 2.23%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 1,424,990 $62,528,561 0.34%
MFS Mid Cap Value Fund 1,401,450 $61,495,626 0.36%
Fidelity Extended Market Index Fund 1,459,777 $60,361,779 0.14%
College Retirement Equities Fund - Total Global Stock Account 1,350,172 $59,245,547 0.04%
VANGUARD SELECTED VALUE FUND 1,128,939 $53,793,943 0.77%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 1,125,063 $53,609,252 0.05%
Invesco Main Street Fund 1,119,728 $53,355,039 0.46%
Fidelity Mid Cap Index Fund 1,059,935 $50,505,903 0.10%
iShares Russell Mid-Cap ETF 955,870 $41,943,576 0.07%
Multi-Manager Value Strategies Fund 946,523 $39,138,726 0.70%
iShares Russell Mid-Cap Growth ETF 875,380 $38,411,674 0.18%
Strategic Advisers U.S. Total Stock Fund 924,504 $38,228,240 0.04%
iShares S&P Mid-Cap 400 Growth ETF 780,134 $34,232,280 0.30%
MFS Blended Research Mid Cap Equity Fund 789,086 $32,628,706 1.11%
Schwab U.S. Mid-Cap ETF 765,495 $31,653,218 0.22%
iShares S&P Mid-Cap 400 Value ETF 709,883 $31,149,666 0.36%
iShares Core Dividend Growth ETF 598,720 $28,529,008 0.07%
iShares Russell 1000 Growth ETF 580,473 $25,471,155 0.02%
U.S. CORE EQUITY 2 PORTFOLIO 521,959 $24,871,346 0.06%
Invesco Main Street Mid Cap Fund 566,714 $24,867,410 0.95%
Dimensional U.S. Core Equity 2 ETF 518,302 $24,697,090 0.05%
Small-MidCap Dividend Income Fund 588,336 $24,327,694 1.58%
T. Rowe Price U.S. Equity Research Fund 534,280 $23,444,206 0.13%
THE HARTFORD EQUITY INCOME FUND 485,514 $23,134,742 0.47%
U.S. CORE EQUITY 1 PORTFOLIO 470,460 $22,417,419 0.05%
Fidelity Total Market Index Fund 536,785 $22,196,060 0.02%
T. Rowe Price Financial Services Fund, Inc. 504,691 $22,145,841 1.18%
Fidelity Advisor Mid Cap II Fund 471,000 $20,667,480 0.90%
VANGUARD RUSSELL 1000 GROWTH INDEX FUND 471,533 $19,497,890 0.04%
WisdomTree U.S. Midcap Dividend Fund 439,874 $19,301,671 0.49%
VANGUARD FINANCIALS INDEX FUND 463,538 $19,167,296 0.14%
VANGUARD S&P MID-CAP 400 INDEX FUND 452,066 $18,692,929 0.33%
Showing 1–50 of 452 positions
Key facts CIK 1333986 CUSIP 29452E101 13F (30d) 16 filings 12 filers Visit website Investor relations