Public record / Tickers / EQH

EQH — Equitable Holdings, Inc.†

Both disclosure regimes on one name: who in Congress filed about EQH, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming EQH
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
466
top-466 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

SELL · traded 2025-07-16 → filed 2025-08-13. Ranked over every EQH row by the provable lower bound, never a point estimate.

No member disclosed EQH in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EQH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EQH
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in EQH

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed EQH in the trailing 12 months.

Congress ↔ notable managers · EQH

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · EQUITABLE HLDGS INC

Merged timeline of congressional filings and notable-manager moves on EQH
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FTRIM−87,825 sh
2026-05-15Ruane Cunniff & Goldfarb 13FTRIM−177 sh
2026-05-14Caxton Associates 13FEXIT−45,000 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of EQH for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.0B1
2CANADA PENSION PLAN INVESTMENT BOARD$676M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$543M1
4VANGUARD CAPITAL MANAGEMENT LLC$469M1
5STATE STREET CORP$445M1
6Capital International Investors$387M1
7WELLINGTON MANAGEMENT GROUP LLP$307M1
8THORNBURG INVESTMENT MANAGEMENT INC$185M1
9BANK OF MONTREAL /CAN/$182M1
10PZENA INVESTMENT MANAGEMENT LLC$166M1
11Conifer Management, L.L.C.$156M1
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/$149M1
13DIMENSIONAL FUND ADVISORS LP$143M1
14NORTHERN TRUST CORP$142M1
15Invesco Ltd.$131M1
16CITADEL ADVISORS LLC$116M1
17MORGAN STANLEY$114M1
18MILLENNIUM MANAGEMENT LLC$96.4M1
19NORDEA INVESTMENT MANAGEMENT AB$95.2M1
20Woodline Partners LP$82.8M1
21D. E. Shaw & Co., Inc.$81.7M1
22FMR LLC$79.8M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$77.6M1
24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$76.5M1
25ALGEBRIS (UK) LTD$75.5M1
26PRINCIPAL FINANCIAL GROUP INC$72.6M1
27UBS Group AG$71.5M1
28Nuveen, LLC$70.8M1
29JANE STREET GROUP, LLC$68.5M1
30VANGUARD FIDUCIARY TRUST CO$66.8M1
31Legal & General Group Plc$49.1M1
32WORLDQUANT MILLENNIUM ADVISORS LLC$38.4M1
33PFA Pension, Forsikringsaktieselskab$38.0M1
34AQR CAPITAL MANAGEMENT LLC$36.7M1
35CI INVESTMENTS INC.$36.0M1
36LAZARD ASSET MANAGEMENT LLC$33.5M1
37Robeco Institutional Asset Management B.V.$33.5M1
38BANK OF AMERICA CORP /DE/$33.0M1
39HSBC HOLDINGS PLC$32.4M1
40Swiss National Bank$31.2M1
41Amundi$29.6M1
42FEDERATED HERMES, INC.$29.2M1
43DEUTSCHE BANK AG\$25.9M1
44Fiera Capital Corp$25.8M1
45Engineers Gate Manager LP$25.1M1
46BRUNI J V & CO /CO$25.1M1
47Ensign Peak Advisors, Inc$24.6M1
48STOREBRAND ASSET MANAGEMENT AS$24.5M1
49AustralianSuper Pty Ltd$24.2M1
50MANUFACTURERS LIFE INSURANCE COMPANY, THE$23.3M1
51WELLS FARGO & COMPANY/MN$21.7M1
52VANGUARD ASSET MANAGEMENT, Ltd$21.2M1
53SEI INVESTMENTS CO$21.0M1
54FRANKLIN RESOURCES INC$19.8M1
55Zurcher Kantonalbank (Zurich Cantonalbank)$19.7M1
56Swedbank AB$18.8M1
57TOCQUEVILLE ASSET MANAGEMENT L.P.$18.3M1
58Bridgewater Associates, LP$17.0M1
59Retirement Systems of Alabama$17.0M1
60CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.1M1
61RAYMOND JAMES FINANCIAL INC$14.6M1
62BARCLAYS PLC$14.1M1
63Four Tree Island Advisory LLC$13.7M1
64ALLIANCEBERNSTEIN L.P.$13.2M1
65Pictet Asset Management Holding SA$12.5M1
66Point72 Asset Management, L.P.$12.3M1
67ENVESTNET ASSET MANAGEMENT INC$11.9M1
68Mitsubishi UFJ Asset Management Co., Ltd.$11.5M1
69ADAGE CAPITAL PARTNERS GP, L.L.C.$11.1M1
70STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.5M1
71AVIVA PLC$10.1M1
72BASSWOOD CAPITAL MANAGEMENT, L.L.C.$9.3M1
73Korea Investment CORP$8.7M1
74XTX Topco Ltd$8.7M1
75STIFEL FINANCIAL CORP$8.1M1
76Lighthouse Investment Partners, LLC$7.9M1
77Quantinno Capital Management LP$7.5M1
78Troluce Capital Advisors LLC$7.4M1
79Universal- Beteiligungs- und Servicegesellschaft mbH$7.4M1
80STATE OF WISCONSIN INVESTMENT BOARD$7.3M1
81WINTON GROUP Ltd$7.3M1
82Man Group plc$7.1M1
83SEB Asset Management AB$6.8M1
84Oak Thistle LLC$6.7M1
85Aberdeen Group plc$6.6M1
86CITIGROUP INC$6.3M1
87Capital International, Inc./CA/$6.0M1
88OPPENHEIMER ASSET MANAGEMENT INC.$6.0M1
89PRUDENTIAL FINANCIAL INC$5.7M1
90O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.6M1
91INTECH INVESTMENT MANAGEMENT LLC$5.5M1
92EFG International AG$5.5M1
93Vanguard Investments Australia, Ltd.$5.4M1
94Vanguard Global Advisers, LLC$5.2M1
95BNP Paribas Asset Management Holding S.A.$5.2M1
96TWINBEECH CAPITAL LP$5.1M1
97JACOBS LEVY EQUITY MANAGEMENT, INC$5.1M1
98FORA Capital, LLC$5.0M1
99CAISSE DES DEPOTS ET CONSIGNATIONS$5.0M1
100Tredje AP-fonden$4.8M1
101VICTORY CAPITAL MANAGEMENT INC$4.7M1
102ROYAL LONDON ASSET MANAGEMENT LTD$4.7M1
103Asset Management One Co., Ltd.$4.5M1
104NOMURA ASSET MANAGEMENT CO LTD$4.5M1
105Graham Capital Management, L.P.$4.4M1
106APG Asset Management N.V.$4.4M1
107Qsemble Capital Management, LP$4.1M1
108MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.0M1
109SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.0M1
110Squarepoint Ops LLC$4.0M1
111BTC Capital Management, Inc.$4.0M1
112VOYA INVESTMENT MANAGEMENT LLC$3.9M1
113Connor, Clark & Lunn Investment Management Ltd.$3.8M1
114LBP AM SA$3.8M1
115FIFTH THIRD BANCORP$3.7M1
116Capital Investment Counsel, LLC$3.7M1
117State of New Jersey Common Pension Fund D$3.6M1
118AXQ CAPITAL, LP$3.5M1
119Swiss Life Asset Management Ltd$3.5M1
120SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$3.4M1
121Resona Asset Management Co.,Ltd.$3.3M1
122ExodusPoint Capital Management, LP$3.3M1
123XPONANCE LLC$3.2M1
124IFM Investors Pty Ltd$3.1M1
125FIRST TRUST ADVISORS LP$3.1M1
126Holocene Advisors, LP$3.1M1
127ROYAL BANK OF CANADA$3.1M1
128CONTINENTAL ADVISORS LLC$3.1M1
129ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.9M1
130Rockefeller Capital Management L.P.$2.9M1
131Arizona State Retirement System$2.9M1
132Eurizon Capital SGR S.p.A.$2.8M1
133Lansforsakringar Fondforvaltning AB (publ)$2.8M1
134VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.8M1
135Dynamic Advisor Solutions LLC$2.8M1
136Assenagon Asset Management S.A.$2.8M1
137MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.7M1
138STATE OF MICHIGAN RETIREMENT SYSTEM$2.7M1
139COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.6M1
140Baird Financial Group, Inc.$2.6M1
141TWO SIGMA INVESTMENTS, LP$2.4M1
142NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.4M1
143Brevan Howard Capital Management LP$2.3M1
144Janus Henderson Group Ltd.$2.3M1
145MACQUARIE GROUP LTD$2.3M1
146OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.2M1
147Freestone Grove Partners LP$2.1M1
148MERCER GLOBAL ADVISORS INC /ADV$2.1M1
149SEARLE & CO.$2.1M1
150BROWN ADVISORY INC$2.1M1
151FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$2.0M1
152JPL Wealth Management, LLC$1.9M1
153Allianz Asset Management GmbH$1.9M1
154Ameritas Investment Partners, Inc.$1.9M1
155Cerity Partners LLC$1.9M1
156Verition Fund Management LLC$1.9M1
157Mariner, LLC$1.8M1
158FIRST NATIONAL BANK OF OMAHA$1.8M1
159TD ASSET MANAGEMENT INC$1.8M1
160LPL Financial LLC$1.8M1
161AMERICAN CENTURY COMPANIES INC$1.8M1
162Utah Retirement Systems$1.7M1
163B. Metzler seel. Sohn & Co. AG$1.7M1
164Estate Counselors, LLC$1.7M1
165Vise Technologies, Inc.$1.7M1
166BOOTHBAY FUND MANAGEMENT, LLC$1.6M1
167First National Advisers, LLC$1.6M1
168BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.6M1
169&PARTNERS$1.6M1
170Ruane, Cunniff & Goldfarb L.P.$1.5M1
171Jefferies Financial Group Inc.$1.5M1
172TORONTO DOMINION BANK$1.5M1
173BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.5M1
174Legacy Wealth Management, LLC / MS$1.5M1
175PINNACLE ASSOCIATES LTD$1.4M1
176Vanguard Personalized Indexing Management, LLC$1.4M1
177Mitsubishi UFJ Trust & Banking Corp$1.4M1
178NEW VERNON INVESTMENT MANAGEMENT LLC$1.4M1
179Vident Advisory, LLC$1.4M1
180WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M1
181EJF Capital LP$1.4M1
182M&T BANK CORP$1.4M1
183ICON ADVISERS INC/CO$1.4M1
184NISSAY ASSET MANAGEMENT CORP /JAPAN$1.4M1
185NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.3M1
186Board of the Pension Protection Fund$1.3M1
187Mesirow Financial Investment Management, Inc.$1.3M1
188Corient Private Wealth LLC$1.3M1
189OP Asset Management Ltd$1.2M1
190Cresset Asset Management, LLC$1.2M1
191Richard Bernstein Advisors LLC$1.2M1
192Sumitomo Mitsui DS Asset Management Company, Ltd$1.2M1
193Integrated Advisors Network LLC$1.2M1
194Tidal Investments LLC$1.1M1
195Clearstead Advisors, LLC$1.1M1
196CWM, LLC$1.1M1
197Equitable Holdings, Inc.$1.1M1
198HARRIS ASSOCIATES L P$1.0M1
199Cetera Investment Advisers$1.0M1
200Creative Planning$985K1
201Federation des caisses Desjardins du Quebec$982K1
202Allspring Global Investments Holdings, LLC$969K1
203HighTower Advisors, LLC$956K1
204Daiwa Securities Group Inc.$950K1
205CREDIT AGRICOLE S A$938K1
206Candriam S.C.A.$936K1
207National Pension Service$923K1
208RITHOLTZ WEALTH MANAGEMENT$919K1
209Alyeska Investment Group, L.P.$892K1
210Diversified Trust Co$859K1
211FOX RUN MANAGEMENT, L.L.C.$856K1
212Brooklyn Investment Group$847K1
213Summit Trail Advisors, LLC$822K1
214Orion Porfolio Solutions, LLC$802K1
215SECURIAN ASSET MANAGEMENT, INC$775K1
216Crossmark Global Holdings, Inc.$772K1
217ASSETMARK, INC$766K1
218Avanza Fonder AB$766K1
219CIBC Asset Management Inc$765K1
220Investment Management Corp of Ontario$761K1
221BANK OF NOVA SCOTIA$758K1
222Pathstone Holdings, LLC$748K1
223PRELUDE CAPITAL MANAGEMENT, LLC$742K1
224Illinois Municipal Retirement Fund$721K1
225J. Safra Sarasin Holding AG$708K1
226Rodgers Brothers Inc.$705K1
227Schonfeld Strategic Advisors LLC$701K1
228Blueshift Asset Management, LLC$665K1
229GREENLEAF TRUST$652K1
230CIBC Bancorp USA Inc.$615K1
231NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$609K1
232Quarry LP$564K1
233OMERS ADMINISTRATION Corp$551K1
234Maryland State Retirement & Pension System$548K1
235Dynamic Technology Lab Private Ltd$540K1
236TOKIO MARINE ASSET MANAGEMENT CO LTD$525K1
237UNITED CAPITAL FINANCIAL ADVISORS, LLC$518K1
238Merit Financial Group, LLC$515K1
239Tower Research Capital LLC (TRC)$494K1
240Empowered Funds, LLC$492K1
241Compass Advisory Group LLC$480K1
242Vann Equity Management LLC$478K1
243ADVENT INTERNATIONAL, L.P.$475K1
244AIA Group Ltd$457K1
245Meiji Yasuda Asset Management Co Ltd.$453K1
246Siemens Fonds Invest GmbH$449K1
247TRUIST FINANCIAL CORP$448K1
248EntryPoint Capital, LLC$426K1
249ProShare Advisors LLC$422K1
250L2 Asset Management, LLC$412K1
251OFI INVEST ASSET MANAGEMENT$409K1
252ABN AMRO INVESTMENT SOLUTIONS$397K1
253Apollon Wealth Management, LLC$396K1
254Bleakley Financial Group, LLC$391K1
255denkapparat Operations GmbH$363K1
256SHELTON CAPITAL MANAGEMENT$351K1
257SCHRODER INVESTMENT MANAGEMENT GROUP$350K1
258Sequoia Financial Advisors, LLC$349K1
259HB Wealth Management, LLC$347K1
260Vontobel Holding Ltd.$346K1
261PRUDENTIAL PLC$341K1
262R Squared Ltd$333K1
263North Dakota State Investment Board$326K1
264US BANCORP \DE\$321K1
265Hyperion Capital Advisors LP$320K1
266PROFUND ADVISORS LLC$319K1
267Applied Finance Capital Management, LLC$319K1
268Abel Hall, LLC$309K1
269TWO SIGMA SECURITIES, LLC$304K1
270ROMANO BROTHERS AND COMPANY$303K1
271Compound Planning, Inc.$291K1
272Frec Markets, Inc.$290K1
273Counterpoint Mutual Funds LLC$284K1
274QRG CAPITAL MANAGEMENT, INC.$275K1
275Kestra Investment Management, LLC$274K1
276NATIXIS$268K1
277SIMPLEX TRADING, LLC$265K1
278QUADRANT CAPITAL GROUP LLC$260K1
279AIGEN INVESTMENT MANAGEMENT, LP$254K1
280MIRABELLA FINANCIAL SERVICES LLP$252K1
281Arrowpoint Investment Partners (Singapore) Pte. Ltd.$252K1
282BTG Pactual Asset Management US LLC$244K1
283Ascent Group, LLC$243K1
284REGIONS FINANCIAL CORP$240K1
285MGO ONE SEVEN LLC$235K1
286CIBC WORLD MARKET INC.$227K1
287COLDSTREAM CAPITAL MANAGEMENT INC$226K1
288nVerses Capital, LLC$222K1
289LECAP ASSET MANAGEMENT LTD$214K1
290NATIONAL BANK OF CANADA /FI/$214K1
291PEAK6 LLC$210K1
292CHOREO, LLC$209K1
293Chicago Partners Investment Group LLC$208K1
294MML INVESTORS SERVICES, LLC$207K1
295OSAIC HOLDINGS, INC.$187K1
296SIGNATUREFD, LLC$145K1
297UMB Bank, n.a.$145K1
298ALERUS FINANCIAL NA$138K1
299MAI Capital Management$116K1
300Smartleaf Asset Management LLC$103K1
301Parkside Financial Bank & Trust$103K1
302Steward Partners Investment Advisory, LLC$100K1
303Arax Advisory Partners$93.5K1
304Bayforest Capital Ltd$84.3K1
305NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$83.9K1
306FIL Ltd$83.8K1
307Allworth Financial LP$76.5K1
308Mirae Asset Global Investments Co., Ltd.$72.4K1
309AlphaCentric Advisors LLC$60.5K1
310ACADIAN ASSET MANAGEMENT LLC$54.5K1
311Blue Trust, Inc.$51.8K1
312Owl Creek Wealth Partners LLC$25.6K1
313State of Wyoming$22.1K1
314BEACON INVESTMENT ADVISORY SERVICES, INC.$20.4K1
315TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$20.4K1
316Caitlin John, LLC$17.1K1
317South Dakota Investment Council$14.0K1
318Leonteq Securities AG$12.4K1
319Salomon & Ludwin, LLC$11.4K1
320ALGERT GLOBAL LLC$10.4K1
321WPG Advisers, LLC$9.9K1
322MATHER GROUP, LLC.$9.7K1
323JFS WEALTH ADVISORS, LLC$9.5K1
324CANADA LIFE ASSURANCE Co$8.8K1
325TD Waterhouse Canada Inc.$8.1K1
326SJS Investment Consulting Inc.$7.1K1
327CVA Family Office, LLC$6.9K1
328Pinnacle Wealth Planning Services, Inc.$6.8K1
329WealthCollab, LLC$6.6K1
330Manchester Capital Management LLC$6.3K1
331Joseph Group Capital Management$5.6K1
332Cassaday & Co Wealth Management LLC$5.3K1
333HRT FINANCIAL LP$5.1K1
334Treasurer of the State of North Carolina$4.5K1
335JONES FINANCIAL COMPANIES LLLP$4.5K1
336Frazier Financial Advisors, LLC$4.0K1
337Bell Investment Advisors, Inc$3.7K1
338CHILTON CAPITAL MANAGEMENT LLC$3.7K1
339Jackson, Grant Investment Advisers, Inc.$3.3K1
340Hilton Head Capital Partners, LLC$3.1K1
341WEBSTER BANK, N. A.$2.9K1
342DekaBank Deutsche Girozentrale$2.4K1
343THRIVENT FINANCIAL FOR LUTHERANS$2.4K1
344Larson Financial Group LLC$2.3K1
345Keating Financial Advisory Services, Inc.$2.2K1
346Valued Wealth Advisors LLC$2.1K1
347NATIXIS ADVISORS, LLC$2.0K1
348Spire Wealth Management$2.0K1
349DiNuzzo Private Wealth, Inc.$1.9K1
350KBC Group NV$1.8K1
351Sunrise Financial Services, LLC$1.7K1
352MidFirst Bank$1.5K1
353ALBION FINANCIAL GROUP /UT$1.4K1
354Quaker Wealth Management, LLC$1.4K1
355Physician Wealth Advisors, Inc.$1.3K1
356Scarborough Advisors, LLC$1.3K1
357Wealth Enhancement Trust Services, Inc.$1.1K1
358State of Alaska, Department of Revenue$1.0K1
359GSA CAPITAL PARTNERS LLP$1.0K1
360Cromwell Holdings LLC$1.0K1
361COUNTRY TRUST BANK$8911
362American Capital Advisory, LLC$8171
363TopTier Wealth Management, LLC$8161
364Rialto Wealth Management, LLC$7801
365Activest Wealth Management$7791
366SouthState Bank Corp$7431
367Virtu Financial LLC$6811
368Walleye Trading LLC$6311
369Rakuten Securities, Inc.$5571
370Intentional Wealth Strategies, LLC$5571
371CENTRAL TRUST Co$4831
372DecisionPoint Financial, LLC$4831
373Transamerica Financial Advisors, LLC$3331
374TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3051
375Caitong International Asset Management Co., Ltd$2971
376Seneschal Advisors, LLC$2971
377GHP Investment Advisors, Inc.$2231
378FINANCIAL CONSULATE, INC$2231
379Vermillion Wealth Management, Inc.$2231
380Vestcor Inc$1881
381HFM Investment Advisors, LLC$1861
382MV CAPITAL MANAGEMENT, INC.$1121
383TFC Financial Management, Inc.$751
384Matrix Trust Co$211
385Capital Advisors, Ltd. LLC$21
386Avion Wealth$11
387VANGUARD GROUP INC— value not disclosed1
388Laird Norton Wetherby Trust Company, LLC— value not disclosed1
389TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
390MEEDER ASSET MANAGEMENT INC— value not disclosed1
391HARBOUR INVESTMENTS, INC.— value not disclosed1
392Brandywine Global Investment Management, LLC— value not disclosed1
393COMERICA BANK— value not disclosed1
394MACKENZIE FINANCIAL CORP— value not disclosed1
395HM PAYSON & CO— value not disclosed1
396CIBC WORLD MARKETS CORP— value not disclosed1
397PARK AVENUE SECURITIES LLC— value not disclosed1
398TRUST CO OF VERMONT— value not disclosed1
399LONDON CO OF VIRGINIA— value not disclosed1
400CIBC Private Wealth Group LLC— value not disclosed1
401Curi Capital, LLC— value not disclosed1
402LEVIN CAPITAL STRATEGIES, L.P.— value not disclosed1
403NORGES BANK— value not disclosed1
404Boston Partners— value not disclosed1
405Rafferty Asset Management, LLC— value not disclosed1
406Johnson Financial Group, Inc.— value not disclosed1
407HG Vora Capital Management, LLC— value not disclosed1
408SUMMIT SECURITIES GROUP LLC— value not disclosed1
409Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
410Atria Investments, Inc— value not disclosed1
411Baader Bank Aktiengesellschaft— value not disclosed1
412Headlands Technologies LLC— value not disclosed1
413Caprock Group, LLC— value not disclosed1
414D'Orazio & Associates, Inc.— value not disclosed1
415CAPITAL INSIGHT PARTNERS, LLC— value not disclosed1
416Numerai GP LLC— value not disclosed1
417OneDigital Investment Advisors LLC— value not disclosed1
418Benson Investment Management Company, Inc.— value not disclosed1
419Meridian Wealth Management, LLC— value not disclosed1
420Vest Financial, LLC— value not disclosed1
421Prana Capital Management, LP— value not disclosed1
422AlphaCore Capital LLC— value not disclosed1
423Union Bancaire Privee, UBP SA— value not disclosed1
424Verdence Capital Advisors LLC— value not disclosed1
425DV Trading LLC— value not disclosed1
426Qube Research & Technologies Ltd— value not disclosed1
427Triumph Capital Management— value not disclosed1
428Global Retirement Partners, LLC— value not disclosed1
429Cynosure Group, LLC— value not disclosed1
430Y-Intercept (Hong Kong) Ltd— value not disclosed1
431Net Worth Advisory Group— value not disclosed1
432Kathmere Capital Management, LLC— value not disclosed1
433Aquatic Capital Management LLC— value not disclosed1
434U.S. Capital Wealth Advisors, LLC— value not disclosed1
435INCEPTIONR LLC— value not disclosed1
436Kestra Advisory Services, LLC— value not disclosed1
437Optiver Holding B.V.— value not disclosed1
438Vermillion & White Wealth Management Group, LLC— value not disclosed1
439TUCKER ASSET MANAGEMENT LLC— value not disclosed1
440AlphaQuest LLC— value not disclosed1
441PharVision Advisers, LLC— value not disclosed1
442Snowden Capital Advisors LLC— value not disclosed1
443Forum Financial Management, LP— value not disclosed1
444SageView Advisory Group, LLC— value not disclosed1
445Callan Family Office, LLC— value not disclosed1
446Cape Investment Advisory, Inc.— value not disclosed1
447Dunhill Financial, LLC— value not disclosed1
448Polymer Capital Management (US) LLC— value not disclosed1
449UniSuper Management Pty Ltd— value not disclosed1
450Susquehanna Portfolio Strategies, LLC— value not disclosed1
451Turning Point Benefit Group, Inc.— value not disclosed1
452Sachetta, LLC— value not disclosed1
453Private Wealth Management Group, LLC— value not disclosed1
454Ashton Thomas Private Wealth, LLC— value not disclosed1
455SEEDS INVESTOR LLC— value not disclosed1
456Jain Global LLC— value not disclosed1
457Motiv8 Investments LLC— value not disclosed1
458IMG Wealth Management, Inc.— value not disclosed1
459Fieldview Capital Management, LLC— value not disclosed1
460BankPlus Trust Department— value not disclosed1
461CAXTON ASSOCIATES LLP— value not disclosed1
462Rakuten Investment Management, Inc.— value not disclosed1
463Elevated Financial Group LLC— value not disclosed1
464Smith Asset Management Co., LLC— value not disclosed1
465CAPITOLIS LIQUID GLOBAL MARKETS LLC— value not disclosed1
466Fideuram Asset Management (Ireland) dac— value not disclosed1
Truncated by Public Filings. Every one of the 386 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on EQH

RETAINED WINDOW · ACTIVE HITS

Zero hits on EQH in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for EQH · financials and macro

Financials — as filed PLANNED

EQH's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: EQH on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing