EQH — Equitable Hldgs Inc Institutional Holders · Q3 2026
Who owns Equitable Hldgs Inc (EQH)? 13 institutions reported holding $8.72M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sound Income Strategies, LLC ($5.1M), Eleva Capital SAS ($1.1M), GAMMA Investing LLC ($744,543).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $5.1M | 95,885 | New |
| 2 | Eleva Capital SAS | $1.1M | 16,097 | New |
| 3 | GAMMA Investing LLC | $744,543 | 14,522 | Added |
| 4 | Vann Equity Management LLC | $668,881 | 13,046 | Added |
| 5 | Farther Finance Advisors, LLC | $488,178 | 9,522 | Added |
| 6 | Wedmont Private Capital | $317,725 | 5,941 | Added |
| 7 | MassMutual Private Wealth & Trust, FSB | $83,416 | 1,627 | Trimmed |
| 8 | CX Institutional | $70,000 | 1,368 | Added |
| 9 | Versant Capital Management, Inc | $55,320 | 1,079 | Added |
| 10 | CoreCap Advisors, LLC | $20,559 | 401 | Added |
| 11 | Planning Strategies Inc. | $13,074 | 255 | Added |
| 12 | ELEVATION WEALTH PARTNERS, LLC | $5,025 | 98 | Hold |
| 13 | Wealth Enhancement Trust Services, Inc. | $1,538 | 30 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30