15 institutions reported holding $23.4M of EQUITABLE HLDGS INC (EQH) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMUNITY TRUST & INVESTMENT CO ($20.9M), Legacy Wealth Management, LLC / MS ($1.3M), GAMMA Investing LLC ($523,006), Chesley Taft & Associates LLC ($424,320), MassMutual Private Wealth & Trust, FSB ($71,744). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COMMUNITY TRUST & INVESTMENT CO | $20.9M | 476,885 | Added |
| 2 | Legacy Wealth Management, LLC / MS | $1.3M | 29,240 | Trimmed |
| 3 | GAMMA Investing LLC | $523,006 | 11,919 | Added |
| 4 | Chesley Taft & Associates LLC | $424,320 | 9,670 | New |
| 5 | MassMutual Private Wealth & Trust, FSB | $71,744 | 1,635 | Trimmed |
| 6 | HARBOR INVESTMENT ADVISORY, LLC | $67,795 | 1,545 | Added |
| 7 | CX Institutional | $56,000 | 1,282 | Added |
| 8 | Versant Capital Management, Inc | $43,529 | 992 | Added |
| 9 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $24,134 | 550 | Hold |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $4,301 | 98 | New |
| 11 | Cedar Mountain Advisors, LLC | $3,159 | 72 | Hold |
| 12 | CoreCap Advisors, LLC | $2,896 | 66 | Added |
| 13 | Arlington Trust Co LLC | $483 | 11 | Hold |
| 14 | Assenagon Asset Management S.A. | $0 | 0 | Exited |
| 15 | Dynamic Advisor Solutions LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30