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Equitable Holdings, Inc.Equitable Holdings, Inc.Equitable Holdings, Inc.

Equitable Holdings, Inc.

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Funds holding the stock

Sorted by market value, the list below shows funds with Equitable Holdings, Inc. stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol
Market value
Weight
Issuer
Management style
Focus
Expense ratio
AUM
Price
Change %
Rel Volume
NAV total return
3Y
VTIVanguard Total Stock Market ETF
440.09 M USD0.02%
The Vanguard Group, Inc.
Passive
Total market
0.03%577.7 B USD339.67 USD−0.06%0.92+88.07%
IJHiShares Core S&P Mid-Cap ETF
385.87 M USD0.37%
BlackRock, Inc.
Passive
Mid cap
0.05%104.11 B USD67.33 USD+0.01%0.56+47.58%
VBVanguard Small-Cap ETF
328.72 M USD0.20%
The Vanguard Group, Inc.
Passive
Small cap
0.05%70.4 B USD262.84 USD−0.17%0.47+52.76%
VBRVanguard Small Cap Value ETF
211.75 M USD0.35%
The Vanguard Group, Inc.
Passive
Small cap
0.07%32.69 B USD215.40 USD+0.05%0.77+46.74%
VXFVanguard Extended Market ETF
149.02 M USD0.18%
The Vanguard Group, Inc.
Passive
Extended market
0.05%25.54 B USD213.38 USD−0.19%0.81+70.56%
MDYSPDR S&P Midcap 400 ETF Trust
104.77 M USD0.42%
State Street Corp.
Passive
Mid cap
0.24%24.68 B USD615.33 USD+0.02%0.46+46.39%
IWPiShares Russell Mid-Cap Growth ETF
75.5 M USD0.36%
BlackRock, Inc.
Passive
Mid cap
0.23%20.83 B USD139.66 USD−0.12%0.60+72.60%
RDVYFirst Trust Rising Dividend Achievers ETF
73.36 M USD0.38%
AJM Ventures LLC
Passive
Large cap
0.48%19.33 B USD70.71 USD−0.03%0.41+71.54%
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF
65.49 M USD0.43%
State Street Corp.
Passive
Mid cap
0.03%15.29 B USD59.09 USD+0.02%0.62+47.57%
VYMVanguard High Dividend Yield Index ETF
55.43 M USD0.07%
The Vanguard Group, Inc.
Passive
High dividend yield
0.06%69.53 B USD145.09 USD+0.02%0.72+47.25%
IWFiShares Russell 1000 Growth ETF
54.47 M USD0.04%
BlackRock, Inc.
Passive
Large cap
0.18%127.54 B USD480.33 USD−0.03%0.75+132.30%
IWRiShares Russell Midcap ETF
46 M USD0.10%
BlackRock, Inc.
Passive
Mid cap
0.18%47.12 B USD97.84 USD+0.02%0.67+53.56%
IJKiShares S&P Mid-Cap 400 Growth ETF
37.24 M USD0.40%
BlackRock, Inc.
Passive
Mid cap
0.17%9.33 B USD99.11 USD+0.02%0.73+50.82%
SCHMSchwab U.S. Mid-Cap ETF
36.95 M USD0.29%
The Charles Schwab Corp.
Passive
Mid cap
0.04%12.55 B USD30.65 USD−0.10%0.60+49.26%
DFACDimensional U.S. Core Equity 2 ETF
25.51 M USD0.06%
Dimensional Holdings, Inc.
Active
Total market
0.17%40.63 B USD40.13 USD0.00%0.57+71.32%
VFHVanguard Financials ETF
23.14 M USD0.16%
The Vanguard Group, Inc.
Passive
Financials
0.09%13.64 B USD135.71 USD−0.21%0.54+75.98%
WTVWisdomTree US Value Fund of Benef Interest
22.99 M USD1.07%
WisdomTree, Inc.
Active
Total market
0.12%2.16 B USD94.24 USD−0.39%0.49+75.27%
SWDAiShares Core MSCI World UCITS ETF21.84 M USD0.02%
BlackRock, Inc.
Passive
Total market
0.20%127.98 B USD9,722 GBX−0.06%0.11+60.54%
IWDGiShares Core MSCI World UCITS ETF Hedged GBP21.84 M USD0.02%
BlackRock, Inc.
Passive
Total market
0.30%1.14 B USD1,132.0 GBX+0.15%0.38+77.51%
IWDDiShares III PLC - iShares Core MSCI World UCITS ETF USD
21.84 M USD0.02%
BlackRock, Inc.
Passive
Total market
0.20%596.79 M USD7.3537 USD+0.17%0.07+22.33%
IWLEiShares Core MSCI World UCITS ETF Hedged (Dist)
21.84 M USD0.02%
BlackRock, Inc.
Passive
Total market
0.30%1.8 B USD9.8586 EUR+0.27%0.61+69.30%
IVOOVanguard S&P Mid-Cap 400 ETF
20.82 M USD0.44%
The Vanguard Group, Inc.
Passive
Mid cap
0.07%3.04 B USD114.07 USD+0.11%0.88+47.38%
VONGVanguard Russell 1000 Growth ETF
19.71 M USD0.04%
The Vanguard Group, Inc.
Passive
Large cap
0.07%36.53 B USD123.63 USD+0.01%0.43+133.03%
DGROiShares Core Dividend Growth ETF
19.61 M USD0.05%
BlackRock, Inc.
Passive
Total market
0.08%36.28 B USD70.18 USD0.00%0.52+52.01%
DONWisdomTree U.S. MidCap Dividend Fund
19.58 M USD0.52%
WisdomTree, Inc.
Passive
Mid cap
0.38%3.77 B USD52.30 USD−0.61%0.95+37.83%
SPY4SPDR S&P 400 US Mid Cap UCITS ETF19.07 M USD0.43%
State Street Corp.
Passive
Mid cap
0.30%4.41 B USD104.22 USD+0.13%0.17+42.80%
400XSPDR S&P 400 U.S. Mid Cap Leaders UCITS ETF AccumUSD
19.07 M USD0.43%
State Street Corp.
Passive
Mid cap
0.31%4.76 M USD8.970 EUR−0.74%0.00—
US4ESPDR S&P 400 US Mid Cap UCITS ETF Hedged EUR
19.07 M USD0.43%
State Street Corp.
Passive
Mid cap
0.36%8.55 M USD32.465 EUR−0.72%0.00—
US4DSPDR S&P 400 US Mid Cap UCITS ETF USD
19.07 M USD0.43%
State Street Corp.
Passive
Mid cap
0.30%19 M USD27.945 EUR−0.90%0.00—
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF Trust Unit
15.85 M USD0.16%
AJM Ventures LLC
Passive
Extended market
0.77%14.4 M USD22.91 CAD−0.04%0.00+5.16%
SDVY.FFirst Trust SMID Cap Rising Dividend Achievers ETF Trust Unit -Hedged-
15.85 M USD0.16%
AJM Ventures LLC
Passive
Extended market
0.77%3.23 M USD22.11 CAD+0.09%2.74+8.59%
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF
15.85 M USD0.16%
AJM Ventures LLC
Passive
Extended market
0.59%9.68 B USD39.21 USD−0.05%0.88+60.15%
ITOTiShares Core S&P Total U.S. Stock Market ETF
15.82 M USD0.02%
BlackRock, Inc.
Passive
Total market
0.03%81.11 B USD150.63 USD−0.05%0.61+88.15%
SCHXSchwab U.S. Large-Cap ETF
14.26 M USD0.02%
The Charles Schwab Corp.
Passive
Large cap
0.03%64.14 B USD27.25 USD0.00%0.40+91.37%
KBEState Street SPDR S&P Bank ETF
14.2 M USD1.03%
State Street Corp.
Passive
Financials
0.35%1.37 B USD62.21 USD−0.21%0.62+52.25%
FCUVFidelity U.S. Value ETF Series L Trust Units
12.87 M USD0.99%
FMR LLC
Passive
Total market
0.40%1.61 B USD23.85 CAD+0.13%0.63+94.55%
FXOFirst Trust Financials AlphaDEX Fund
12.84 M USD0.58%
AJM Ventures LLC
Passive
Financials
0.62%2.2 B USD61.47 USD−0.24%0.06+62.78%
IVOGVanguard S&P Mid-Cap 400 Growth ETF
12.59 M USD0.83%
The Vanguard Group, Inc.
Passive
Mid cap
0.15%1.38 B USD123.20 USD−0.06%0.86+50.95%
MDYVState Street SPDR S&P 400 Mid Cap Value ETF
11.28 M USD0.45%
State Street Corp.
Passive
Mid cap
0.15%2.48 B USD86.09 USD−0.07%0.64+43.19%
VTVanguard Total World Stock ETF
10.63 M USD0.01%
The Vanguard Group, Inc.
Passive
Total market
0.06%60.23 B USD142.50 USD+0.10%0.57+77.63%
IWBiShares Russell 1000 ETF
10.53 M USD0.02%
BlackRock, Inc.
Passive
Large cap
0.15%46.76 B USD378.10 USD−0.03%0.52+89.44%
MDYGState Street SPDR S&P 400 Mid Cap Growth ETF
10.07 M USD0.40%
State Street Corp.
Passive
Mid cap
0.15%2.5 B USD94.63 USD0.00%0.47+50.81%
RDVIFT Vest Rising Dividend Achievers Target Income ETF
10.06 M USD0.38%
AJM Ventures LLC
Active
Income
0.75%2.64 B USD26.67 USD0.00%0.99+19.94%
FSFCI Global Financial Sector ETF
9.29 M USD2.11%
CI Financial Corp.
Active
Financials
1.26%67.43 M USD36.59 CAD+0.72%0.00+81.32%
LSPUMulti Units Luxembourg SICAV - Amundi Core S&P 500 Swap D USD9.04 M USD0.03%
SAS Rue la Boétie
Passive
Large cap
0.05%4.28 B USD70.7500 USD+0.19%1.14+87.00%
SP5GMulti Units Luxembourg SICAV - Amundi Core S&P 500 Swap Daily Hedged to GBP D9.04 M USD0.03%
SAS Rue la Boétie
Passive
Large cap
0.05%1.53 B USD232.25 GBP+0.19%0.65+83.09%
LYSPHMulti Units Luxembourg SICAV - Amundi Core S&P 500 Swap Daily Hedged to CHF D
9.04 M USD0.03%
SAS Rue la Boétie
Passive
Large cap
0.07%118.63 M USD255.30 CHF+0.51%0.21+63.26%
LU2266995542Multi Units Luxembourg SICAV - Amundi Core S&P 500 Swap S Capitalisation
9.04 M USD0.03%
SAS Rue la Boétie
Passive
Large cap
0.09%—189.60 USD+0.46%—−9.84%
SP5CMulti Units Luxembourg SICAV - Amundi Core S&P 500 Swap C-EUR
9.04 M USD0.03%
SAS Rue la Boétie
Passive
Large cap
0.09%14.85 B USD423.52 EUR+0.12%0.44+68.55%
SPXAmundi Core S&P 500 Swap UCITS ETF EUR Dist
9.04 M USD0.03%
SAS Rue la Boétie
Passive
Large cap
0.05%3.28 B USD60.01 EUR+0.22%0.26+68.55%
SP5HMulti Units Luxembourg SICAV - Amundi Core S&P 500 Swap Daily Hedged D EUR
9.04 M USD0.03%
SAS Rue la Boétie
Passive
Large cap
0.07%1.56 B USD335.75 EUR+0.19%1.00+74.51%
PKWInvesco Buyback Achievers ETF
8.71 M USD0.56%
Invesco Ltd.
Passive
Total market
0.62%1.56 B USD136.38 USD−0.10%1.75+66.24%
VWRLVanguard FTSE All-World UCITS ETF8.57 M USD0.02%
The Vanguard Group, Inc.
Passive
Total market
0.19%21.93 B USD123.34 GBP−0.02%0.36+57.69%
VWRAVanguard FTSE All-World UCITS ETF Accum USD8.57 M USD0.02%
The Vanguard Group, Inc.
Passive
Total market
0.19%31.39 B USD170.76 USD+0.15%0.11+76.53%
JHMMJohn Hancock Multifactor Mid Cap ETF
8.15 M USD0.17%
Manulife Financial Corp.
Passive
Mid cap
0.41%4.67 B USD67.05 USD+0.01%0.42+50.10%
AVUSAvantis U.S. Equity ETF
8.08 M USD0.08%
American Century Cos., Inc.
Active
Total market
0.15%10.61 B USD113.29 USD+0.02%0.74+75.92%
SCHBSchwab U.S. Broad Market ETF
8.07 M USD0.02%
The Charles Schwab Corp.
Passive
Total market
0.03%38.66 B USD26.58 USD0.00%0.43+88.28%
IYFiShares U.S. Financials ETF
7.42 M USD0.18%
BlackRock, Inc.
Passive
Financials
0.38%4.24 B USD130.85 USD−0.21%0.34+83.92%
NUMGNuveen ESG Mid-Cap Growth ETF
7.39 M USD1.82%
TIAA Board of Governors
Passive
Mid cap
0.31%405.91 M USD48.67 USD+0.05%0.41+41.46%
SCHVSchwab U.S. Large-Cap Value ETF
7.25 M USD0.05%
The Charles Schwab Corp.
Passive
Large cap
0.04%14.37 B USD29.94 USD−0.03%0.88+47.28%
DUHPDimensional US High Profitability ETF
7.16 M USD0.07%
Dimensional Holdings, Inc.
Active
Large cap
0.21%10.45 B USD38.52 USD+0.03%1.07+15.33%
FNDXSchwab Fundamental U.S. Large Company ETF
6.66 M USD0.03%
The Charles Schwab Corp.
Passive
Large cap
0.25%22.3 B USD27.47 USD+0.04%0.49+65.01%
USACAmundi MSCI USA ESG Broad Transition UCITS ETF
6.6 M USD0.11%
SAS Rue la Boétie
Passive
Total market
0.21%3.57 B USD592.698 EUR+0.12%0.01+63.24%
TMSLT. Rowe Price Small-Mid Cap ETF
6.56 M USD0.55%
T. Rowe Price Group, Inc.
Active
Extended market
0.55%1.19 B USD36.60 USD+0.08%0.81+13.92%
JMEEJPMorgan Small & Mid Cap Enhanced Equity ETF
6.5 M USD0.30%
JPMorgan Chase & Co.
Active
Extended market
0.24%2.15 B USD65.79 USD−0.06%0.66+49.99%
NULGNuveen ESG Large-Cap Growth ETF
6.19 M USD0.31%
TIAA Board of Governors
Passive
Large cap
0.26%1.96 B USD99.48 USD+0.36%0.73+108.74%
FSMDFidelity Small-Mid Multifactor ETF
6.01 M USD0.31%
FMR LLC
Passive
Extended market
0.15%1.94 B USD45.07 USD−0.02%0.28+52.10%
AVLVAvantis U.S. Large Cap Value ETF
5.96 M USD0.06%
American Century Cos., Inc.
Active
Large cap
0.15%9.22 B USD76.66 USD−0.07%0.49+62.78%
RWKInvesco S&P MidCap 400 Revenue ETF
5.92 M USD0.55%
Invesco Ltd.
Passive
Mid cap
0.39%1.07 B USD128.96 USD−0.12%0.71+58.18%
VGSVanguard MSCI Index International Shares ETF
5.8 M USD0.02%
The Vanguard Group, Inc.
Passive
Total market
0.18%—153.92 AUD−0.21%0.52+80.50%
XZMUXtrackers MSCI USA ESG UCITS ETF Accum Shs -1C- USD5.58 M USD0.06%
Deutsche Bank AG
Passive
Theme
0.15%9.7 B USD76.36 USD+0.16%0.02+93.89%
XZMDXtrackers MSCI USA ESG UCITS ETF 1D USD5.58 M USD0.06%
Deutsche Bank AG
Passive
Theme
0.15%234.33 M USD12.252 USD+0.18%0.00+19.46%
FVALFidelity Value Factor ETF
5.37 M USD0.48%
FMR LLC
Passive
Total market
0.15%1.12 B USD73.13 USD−0.11%2.63+78.46%
TQSMTD Q US Small Mid Cap Equity ETF Trust Units
5.3 M USD1.19%
The Toronto-Dominion Bank
Active
Extended market
0.46%442.63 M USD25.66 CAD+0.27%0.09+49.19%
IJJiShares S&P Mid-Cap 400 Value ETF
5.13 M USD0.06%
BlackRock, Inc.
Passive
Mid cap
0.18%8.08 B USD133.73 USD−0.01%0.65+43.11%
VLUEiShares MSCI USA Value Factor ETF
5.1 M USD0.06%
BlackRock, Inc.
Passive
Total market
0.15%9.17 B USD138.26 USD+0.04%0.96+66.80%
TEQIT. Rowe Price Equity Income ETF
4.73 M USD1.28%
T. Rowe Price Group, Inc.
Active
Large cap
0.54%369.45 M USD45.50 USD−0.07%0.62+42.87%
BASVBrown Advisory Sustainable Value ETF
4.58 M USD1.78%
Brown Advisory Management LLC
Active
Large cap
0.71%257.03 M USD28.29 USD+0.07%0.12—
XDWGXtrackers MSCI World UCITS ETF4.36 M USD0.02%
Deutsche Bank AG
Passive
Total market
0.29%476.41 M USD28.70 GBP+0.10%0.01+77.84%
XWCHXtrackers MSCI World UCITS ETF Accum -3D- Hedged CHF
4.36 M USD0.02%
Deutsche Bank AG
Passive
Total market
0.17%43.68 M USD11.584 CHF−0.05%1.61+14.74%
XDWLXtrackers MSCI World UCITS ETF
4.36 M USD0.02%
Deutsche Bank AG
Passive
Total market
0.12%5.25 B USD101.375 EUR+0.23%0.73+61.71%
XDWDXtrackers MSCI World UCITS ETF
4.36 M USD0.02%
Deutsche Bank AG
Passive
Total market
0.12%19.07 B USD121.910 EUR+0.31%0.43+61.50%
XWEUXtrackers MSCI World UCITS ETF Accum -2C- Hedged EUR
4.36 M USD0.02%
Deutsche Bank AG
Passive
Total market
0.17%370.94 M USD12.7415 EUR+0.37%2.46+17.30%
SWLHSPDR MSCI World UCITS ETF4.22 M USD0.02%
State Street Corp.
Passive
Total market
0.17%289.6 M USD14.752 GBP+0.07%1.15+19.98%
SPFHSPDR MSCI World UCITS ETF Accum Shs -Hedged- EUR
4.22 M USD0.02%
State Street Corp.
Passive
Total market
0.17%786.63 M USD14.6740 EUR+0.36%0.27+17.37%
SPPWSPDR MSCI World UCITS ETF
4.22 M USD0.02%
State Street Corp.
Passive
Total market
0.17%16.18 B USD40.791 EUR+0.33%0.80+61.97%
XS5GXtrackers S&P 500 Swap UCITS ETF4.06 M USD0.04%
Deutsche Bank AG
Passive
Large cap
0.20%3.1 M USD12.696 GBP+0.13%0.00+83.43%
XSPUXtrackers S&P 500 SWAP UCITS ETF Capitalisation 1C4.06 M USD0.04%
Deutsche Bank AG
Passive
Large cap
0.15%4.7 B USD138.72 USD+0.21%0.08+87.73%
XSXDXtrackers S&P 500 Swap UCITS ETF4.06 M USD0.04%
Deutsche Bank AG
Passive
Large cap
0.07%6.03 B USD15.148 USD+0.22%0.00+18.83%
XS5EXtrackers S&P 500 Swap UCITS ETF 5C-EUR Hedged
4.06 M USD0.04%
Deutsche Bank AG
Passive
Large cap
0.20%299.5 M USD10.1810 EUR+0.23%0.03+75.69%
DFUSDimensional U.S. Equity Market ETF
3.95 M USD0.02%
Dimensional Holdings, Inc.
Active
Total market
0.09%18.39 B USD75.13 USD−0.04%0.66+87.48%
IYGiShares US Financial Services ETF
3.89 M USD0.19%
BlackRock, Inc.
Passive
Financials
0.38%2.1 B USD93.84 USD−0.24%0.92+89.47%
NUMVNuveen ESG Mid-Cap Value ETF
3.84 M USD0.90%
TIAA Board of Governors
Passive
Mid cap
0.31%424.63 M USD39.58 USD+0.08%0.36+42.19%
FNCLFidelity MSCI Financials Index ETF
3.81 M USD0.15%
FMR LLC
Passive
Financials
0.08%2.47 B USD79.08 USD−0.19%0.43+75.89%
JMOMJPMorgan U.S. Momentum Factor ETF
3.78 M USD0.21%
JPMorgan Chase & Co.
Passive
Large cap
0.12%1.78 B USD69.30 USD−0.09%0.95+91.55%
IWViShares Russell 3000 ETF
3.78 M USD0.02%
BlackRock, Inc.
Passive
Total market
0.20%18.54 B USD391.82 USD−0.06%0.61+87.11%
ESGVVanguard ESG U.S. Stock ETF
3.26 M USD0.03%
The Vanguard Group, Inc.
Passive
Total market
0.09%12.01 B USD122.60 USD+0.10%0.49+95.94%
VHYLVanguard FTSE All-World High Dividend Yield UCITS ETF USD3.21 M USD0.04%
The Vanguard Group, Inc.
Passive
High dividend yield
0.29%7.57 B USD60.530 GBP−0.12%0.22+38.16%
VHYAVanguard Funds PLC - Vanguard FTSE All-World High Dividend Yield UCITS ETF AccumUSD3.21 M USD0.04%
The Vanguard Group, Inc.
Passive
High dividend yield
0.29%1.65 B USD92.63 USD+0.08%0.10+54.67%
XZW0Xtrackers MSCI World ESG UCITS ETF Accum Shs -1C- USD
3.14 M USD0.04%
Deutsche Bank AG
Passive
Theme
0.25%6.77 B USD44.245 EUR+0.34%0.34+65.02%
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