EQH · Equitable Holdings, Inc. · Shareholders & Ownership

$52.91 -3.21 (-5.72%) Play latest call Q3 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$15.32B

266.68M

Volume · Nov 5 2.12M Avg daily vol (3M) 2.74M

Every disclosed holder of EQH in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns EQH

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	530	267,824,405	100.43%	Yes
Insiders (Forms 3, 4, 5)	17	1,595,590	0.60%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,742,682	-1.03%	Negative
Registered funds (N-PORT, not summed)	407	116,871,842	43.83%	No

Shares outstanding: 266,677,313, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of EQH

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	25,895,739	9.71%	-1,426,021	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	9,243,997	3.47%	+1,308,633	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	955,870	0.36%	+8,880	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	875,380	0.33%	-828,899	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	808,434	0.30%	-14,901	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	735,127	0.28%	-13,200	Jun 30, 2026	iShares Trust, not summed
2	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	18,326,687	6.87%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
3	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,186,798	6.82%	+661,264	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	PRICE T ROWE ASSOCIATES INC /MD/ 13G CIK 80255 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	18,270,539	6.85%	+1,480,921	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	5,105,000	1.91%	+711,000	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
3.3	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	534,280	0.20%	-38,097	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
3.4	T. Rowe Price Financial Services Fund, Inc. Fund S000002084 · Registered fund · Jun 30, 2026 T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed	504,691	0.19%	0	Jun 30, 2026	T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed
3.5	T. Rowe Price Large-Cap Value Fund Fund S000002093 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	382,252	0.14%	-123,995	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,443,991	5.04%	-1,181,538	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,495,380	5.06%	-1,205,164	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,703,293	4.76%	+70,371	Jun 30, 2026	carried, not yet filed for the newest quarter
6	HARRIS ASSOCIATES L P 13F CIK 813917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,489,037	3.56%	+9,460,792	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Oakmark Fund Fund S000002758 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	4,620,967	1.73%	—	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,388,296	3.52%	-2,592,879	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,424,990	0.53%	+41,085	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	329,367	0.12%	-3,937	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	225,351	0.08%	-904	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	209,003	0.08%	+1,963	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	99,556	0.04%	-3,100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	9,106,103	3.41%	-9,112,531	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	CANADA PENSION PLAN INVESTMENT BOARD 13G CIK 1283718 · Non-US institution · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	9,106,103	3.41%	-10,177,950	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,936,614	3.35%	+9,659	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,784,986	3.29%	+523,638	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	VANGUARD WELLESLEY INCOME FUND Fund S000004405 · Registered fund · Jun 30, 2026 VANGUARD WELLESLEY INCOME FUND, not summed	2,718,775	1.02%	-1,143,919	Jun 30, 2026	VANGUARD WELLESLEY INCOME FUND, not summed
11	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,415,039	3.16%	-2,014,884	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,449,628	2.42%	-14,151	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Sep 30, 2026	5,618,993	2.11%	+57,189	Sep 30, 2026
13.1	Pzena Mid Cap Value Fund Fund S000044707 · Registered fund · Aug 31, 2026 Advisors Series Trust, not summed	37,448	0.01%	0	Aug 31, 2026	Advisors Series Trust, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,440,336	2.04%	-414,179	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VIKING GLOBAL INVESTORS LP 13F CIK 1103804 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,398,896	2.02%	+5,398,896	Jun 30, 2026	carried, not yet filed for the newest quarter
16	THORNBURG INVESTMENT MANAGEMENT INC 13F CIK 1145020 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,142,337	1.93%	+148,132	Jun 30, 2026	carried, not yet filed for the newest quarter
17	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,841,762	1.82%	-63,713	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Thornburg Investment Income Builder Fund Fund S000011851 · Registered fund · Jun 30, 2026 THORNBURG INVESTMENT TRUST, not summed	4,814,078	1.81%	0	Jun 30, 2026	THORNBURG INVESTMENT TRUST, not summed
19	DIAMOND HILL CAPITAL MANAGEMENT INC 13F CIK 1217541 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,743,519	1.78%	-2,448,527	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	DIAMOND HILL LARGE CAP FUND Fund S000003155 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	1,462,368	0.55%	-747,356	Jun 30, 2026	Diamond Hill Funds, not summed
19.2	DIAMOND HILL SELECT FUND Fund S000012191 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	308,418	0.12%	0	Jun 30, 2026	Diamond Hill Funds, not summed
19.3	DIAMOND HILL SMALL-MID CAP FUND Fund S000012190 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	230,578	0.09%	-111,816	Jun 30, 2026	Diamond Hill Funds, not summed
19.4	DIAMOND HILL MID CAP FUND Fund S000043502 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	27,964	0.01%	-2,600	Jun 30, 2026	Diamond Hill Funds, not summed
20	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,234,561	1.59%	+243,448	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,401,450	0.53%	-16,784	Jun 30, 2026	MFS SERIES TRUST XI, not summed
20.2	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · Aug 31, 2026 MFS Series Trust X, not summed	819,165	0.31%	+30,079	Aug 31, 2026	MFS Series Trust X, not summed
20.3	MFS Equity Income Fund Fund S000038342 · Registered fund · Jul 31, 2026 MFS SERIES TRUST VII, not summed	271,633	0.10%	+26,246	Jul 31, 2026	MFS SERIES TRUST VII, not summed
20.4	MFS Blended Research Core Equity Fund Fund S000002500 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	183,162	0.07%	-54,527	Jun 30, 2026	MFS SERIES TRUST XI, not summed
20.5	MFS Blended Research Growth Equity Fund Fund S000050658 · Registered fund · Aug 31, 2026 MFS SERIES TRUST X, not summed	153,532	0.06%	+27,214	Aug 31, 2026	MFS SERIES TRUST X, not summed
21	Conifer Management, L.L.C. 13F CIK 1773994 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,200,000	1.57%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,089,841	1.53%	-26,526	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	3,868,578	1.45%	+3,177	Sep 30, 2026
23.1	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	521,959	0.20%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	518,302	0.19%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
23.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	470,460	0.18%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	346,238	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.5	U.S. High Relative Profitability Portfolio Fund S000057237 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	198,237	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24	Castle Hook Partners LP 13F CIK 1687241 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,599,539	1.35%	+3,599,539	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	3,470,611	1.30%	-88,126	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
26	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	3,440,191	1.29%	—	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,347,289	1.26%	+286,830	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	912	0.00%	-94	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
27.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	514	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
27.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	120	0.00%	-16	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,261,633	1.22%	-570,249	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	183,023	0.07%	+5,279	Jun 30, 2026	Northern Funds, not summed
28.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	58,144	0.02%	+48,596	Jul 31, 2026	FlexShares Trust, not summed
28.3	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	22,751	0.01%	+250	Jun 30, 2026	Northern Funds, not summed
28.4	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,207	0.00%	-207	Jun 30, 2026	Northern Funds, not summed
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,228,480	1.21%	+63,776	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,058,709	1.15%	-466,967	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Invesco Main Street Fund Fund S000064632 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	1,119,728	0.42%	-491,491	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
30.2	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	566,714	0.21%	+10,539	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
30.3	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	239,410	0.09%	+47,767	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
30.4	Invesco Main Street All Cap Fund Fund S000064631 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	186,054	0.07%	0	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
30.5	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	155,886	0.06%	+6,909	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
31	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,041,533	1.14%	+891,668	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	1,947,300	0.73%	+637,900	Jun 30, 2026	Variable Insurance Products Fund III, not summed
31.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	1,372,020	0.51%	-87,757	Aug 31, 2026	Fidelity Concord Street Trust, not summed
31.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,059,935	0.40%	+2,049	Jul 31, 2026	Fidelity Salem Street Trust, not summed
31.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	924,014	0.35%	-490	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
31.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	536,306	0.20%	-479	Aug 31, 2026	Fidelity Concord Street Trust, not summed
32	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,779,239	1.04%	+758,146	Jun 30, 2026	carried, not yet filed for the newest quarter
33	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,656,487	1.00%	-319,537	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	375,029	0.14%	+100,316	Aug 31, 2026	Goldman Sachs Trust, not summed
33.2	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	343,958	0.13%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
33.3	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	289,690	0.11%	+20,980	Aug 31, 2026	Goldman Sachs Trust, not summed
33.4	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	148,356	0.06%	+90,166	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
33.5	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	137,600	0.05%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
34	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,340,509	0.88%	+432,300	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,350,172	0.51%	+534,469	Jun 30, 2026	College Retirement Equities Fund, not summed
34.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	240,477	0.09%	-20,702	Jul 31, 2026	TIAA-CREF Funds, not summed
34.3	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	200,750	0.08%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
34.4	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	192,148	0.07%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
34.5	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	74,145	0.03%	-98,165	Jul 31, 2026	TIAA-CREF Funds, not summed
35	TCW GROUP INC 13F CIK 850401 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,286,057	0.86%	+657,888	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	TCW Relative Value Large Cap Fund Fund S000006335 · Registered fund · Jul 31, 2026 TCW FUNDS INC, not summed	333,326	0.13%	+13,071	Jul 31, 2026	TCW FUNDS INC, not summed
35.2	TCW Relative Value Mid Cap Fund Fund S000006332 · Registered fund · Jul 31, 2026 TCW FUNDS INC, not summed	91,076	0.03%	+9,564	Jul 31, 2026	TCW FUNDS INC, not summed
36	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,263,410	0.85%	+416,992	Jun 30, 2026	carried, not yet filed for the newest quarter
37	CITIGROUP INC 13F CIK 831001 · Bank · Sep 30, 2026	2,172,286	0.81%	+2,089,068	Sep 30, 2026
38	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,142,804	0.80%	+53,034	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	778,732	0.29%	+13,237	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	296,633	0.11%	-6,509	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	205,426	0.08%	+40,683	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	172,210	0.06%	+5,507	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	170,926	0.06%	+2,215	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	2,134,480	0.80%	-1,023,700	Jun 30, 2026	American Funds Fundamental Investors, not summed
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,130,173	0.80%	-312,525	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	44,237	0.02%	-4,043	Jul 31, 2026	BNY Mellon ETF Trust, not summed
41	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,034,078	0.76%	-166,986	Jun 30, 2026	carried, not yet filed for the newest quarter
42	ALGEBRIS (UK) LTD 13F CIK 1700286 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,957,978	0.73%	-79,759	Jun 30, 2026	carried, not yet filed for the newest quarter
43	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	1,862,529	0.70%	-140,970	Sep 30, 2026
43.1	Small-MidCap Dividend Income Fund Fund S000032942 · Registered fund · Aug 31, 2026 Principal Funds, Inc, not summed	423,868	0.16%	-164,468	Aug 31, 2026	Principal Funds, Inc, not summed
43.2	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	107,631	0.04%	-747	Jul 31, 2026	Principal Funds, Inc, not summed
43.3	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,908	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,806,589	0.68%	+5,455	Jun 30, 2026	carried, not yet filed for the newest quarter
45	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,791,434	0.67%	-135,916	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Bridge Builder Large Cap Value Fund Fund S000048335 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	1,489,285	0.56%	+218,700	Jun 30, 2026	Bridge Builder Trust, not summed
47	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,480,717	0.56%	-1,180,400	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	1,466,314	0.55%	0	Jul 31, 2026	Capital Income Builder, not summed
49	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	1,431,200	0.54%	-3,799,696	Jul 31, 2026	Washington Mutual Investors Fund, not summed
50	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,379,294	0.52%	-1,758,063	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1333986 CUSIP 29452E101 13F (30d) 223 filings 199 filers Visit website Investor relations