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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
388Laird Norton Wetherby Trust Company, LLC$01
389TEACHER RETIREMENT SYSTEM OF TEXAS$01
390MEEDER ASSET MANAGEMENT INC$01
391HARBOUR INVESTMENTS, INC.$01
392Brandywine Global Investment Management, LLC$01
393COMERICA BANK$01
394MACKENZIE FINANCIAL CORP$01
395HM PAYSON & CO$01
396CIBC WORLD MARKETS CORP$01
397PARK AVENUE SECURITIES LLC$01
398TRUST CO OF VERMONT$01
399LONDON CO OF VIRGINIA$01
400CIBC Private Wealth Group LLC$01
401Curi Capital, LLC$01
402LEVIN CAPITAL STRATEGIES, L.P.$01
403NORGES BANK$01
404Boston Partners$01
405Rafferty Asset Management, LLC$01
406Johnson Financial Group, Inc.$01
407HG Vora Capital Management, LLC$01
408SUMMIT SECURITIES GROUP LLC$01
409Skandinaviska Enskilda Banken AB (publ)$01
410Atria Investments, Inc$01
411Baader Bank Aktiengesellschaft$01
412Headlands Technologies LLC$01
413Caprock Group, LLC$01
414D'Orazio & Associates, Inc.$01
415CAPITAL INSIGHT PARTNERS, LLC$01
416Numerai GP LLC$01
417OneDigital Investment Advisors LLC$01
418Benson Investment Management Company, Inc.$01
419Meridian Wealth Management, LLC$01
420Vest Financial, LLC$01
421Prana Capital Management, LP$01
422AlphaCore Capital LLC$01
423Union Bancaire Privee, UBP SA$01
424Verdence Capital Advisors LLC$01
425DV Trading LLC$01
426Qube Research & Technologies Ltd$01
427Triumph Capital Management$01
428Global Retirement Partners, LLC$01
429Cynosure Group, LLC$01
430Y-Intercept (Hong Kong) Ltd$01
431Net Worth Advisory Group$01
432Kathmere Capital Management, LLC$01
433Aquatic Capital Management LLC$01
434U.S. Capital Wealth Advisors, LLC$01
435INCEPTIONR LLC$01
436Kestra Advisory Services, LLC$01
437Optiver Holding B.V.$01
438Vermillion & White Wealth Management Group, LLC$01
439TUCKER ASSET MANAGEMENT LLC$01
440AlphaQuest LLC$01
441PharVision Advisers, LLC$01
442Snowden Capital Advisors LLC$01
443Forum Financial Management, LP$01
444SageView Advisory Group, LLC$01
445Callan Family Office, LLC$01
446Cape Investment Advisory, Inc.$01
447Dunhill Financial, LLC$01
448Polymer Capital Management (US) LLC$01
449UniSuper Management Pty Ltd$01
450Susquehanna Portfolio Strategies, LLC$01
451Turning Point Benefit Group, Inc.$01
452Sachetta, LLC$01
453Private Wealth Management Group, LLC$01
454Ashton Thomas Private Wealth, LLC$01
455SEEDS INVESTOR LLC$01
456Jain Global LLC$01
457Motiv8 Investments LLC$01
458IMG Wealth Management, Inc.$01
459Fieldview Capital Management, LLC$01
460BankPlus Trust Department$01
461CAXTON ASSOCIATES LLP$01
462Rakuten Investment Management, Inc.$01
463Elevated Financial Group LLC$01
464Smith Asset Management Co., LLC$01
465CAPITOLIS LIQUID GLOBAL MARKETS LLC$01
466Fideuram Asset Management (Ireland) dac$01
Truncated by Public Filings. The published aggregate ranks the top 466 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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