This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EQH/capital-change-brief"
Use Arkolith's capital_change_brief for EQH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.0B | 27.3M | ▲~0% Added · +6K sh | Q1 2026 | |
| 2 | CANADA PENSION PLAN INVESTMENT BOARD | $676.1M | 18.2M | ▼−5.5% Reduced · −1.1M sh | Q1 2026 | |
| 3 | PRICE T ROWE ASSOCIATES INC /MD/ | $650.4M | 17.5M | ▲+1.5% Added · +267K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $542.8M | 14.6M | ▲New +14.6M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $468.8M | 12.6M | ▲New +12.6M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $444.6M | 12.0M | ▼−2.1% Reduced · −252K sh | Q1 2026 | |
| 7 | NORGES BANK | $551.0M | 11.6M | ▼−7.7% Reduced · −969K sh | Q4 2025 | |
| 8 | DIAMOND HILL CAPITAL MANAGEMENT INC | $266.9M | 7.2M | ▲+67% Added · +2.9M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $216.7M | 5.9M | ▼−7.9% Reduced · −501K sh | Q1 2026 | |
| 10 | THORNBURG INVESTMENT MANAGEMENT INC | $185.3M | 5.0M | ▲+2.1% Added · +104K sh | Q1 2026 | |
| 11 | BANK OF MONTREAL /CAN/ | $182.0M | 4.9M | ▲+102% Added · +2.5M sh | Q1 2026 | |
| 12 | PZENA INVESTMENT MANAGEMENT LLC | $165.7M | 4.5M | ▲+3.2% Added · +139K sh | Q1 2026 | |
| 13 | Conifer Management, L.L.C. | $155.9M | 4.2M | —Held | Q1 2026 | |
| 14 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $148.9M | 4.0M | ▼−17% Reduced · −832K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $143.1M | 3.9M | ▲+13% Added · +430K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $142.2M | 3.8M | ▼−1.2% Reduced · −48K sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $116.4M | 3.1M | ▲+198% Added · +2.1M sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $113.6M | 3.1M | ▼−5.8% Reduced · −190K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $110.4M | 3.0M | ▲+62% Added · +1.1M sh | Q1 2026 | |
| 20 | NORDEA INVESTMENT MANAGEMENT AB | $95.2M | 2.7M | ▼−33% Reduced · −1.3M sh | Q1 2026 | |
| 21 | MILLENNIUM MANAGEMENT LLC | $96.4M | 2.6M | ▲+128% Added · +1.5M sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $90.6M | 2.4M | ▼−17% Reduced · −501K sh | Q1 2026 | |
| 23 | Woodline Partners LP | $82.8M | 2.2M | ▲+17% Added · +326K sh | Q1 2026 | |
| 24 | D. E. Shaw & Co., Inc. | $81.7M | 2.2M | ▲+36% Added · +581K sh | Q1 2026 | |
| 25 | FMR LLC | $79.8M | 2.1M | ▼−24% Reduced · −696K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | HURD JEFFREY J | Chief Operating Officer | Option exercise (M) | 9K | $0 |
| Jul 15, 2026 | HURD JEFFREY J | Chief Operating Officer | Sell (S) | 4K | $206K |
| Jul 15, 2026 | HURD JEFFREY J | Chief Operating Officer | Sell (S) | 800 | $38K |
| Jul 15, 2026 | HURD JEFFREY J | Chief Operating Officer | Sell (S) | 8K | $390K |
| Jul 15, 2026 | HURD JEFFREY J | Chief Operating Officer | Sell (S) | 1K | $67K |
| Jul 15, 2026 | HURD JEFFREY J | Chief Operating Officer | Option exercise (M) | 9K | $200K |
| Jun 18, 2026 | Pearson Mark | President and CEO, Director | Option exercise (M) | 27K | $630K |
| Jun 18, 2026 | Pearson Mark | President and CEO, Director | Sell (S) | 40K | $1.8M |
| Jun 18, 2026 | Pearson Mark | President and CEO, Director | Option exercise (M) | 27K | $0 |
| Jun 15, 2026 | HURD JEFFREY J | Chief Operating Officer | Option exercise (M) | 9K | $200K |
| Jun 15, 2026 | HURD JEFFREY J | Chief Operating Officer | Sell (S) | 9K | $422K |
| Jun 15, 2026 | HURD JEFFREY J | Chief Operating Officer | Sell (S) | 5K | $226K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 197 funds | $88.1B |
| BANK OF AMERICA CORPBAC | 195 funds | $10.7B |
| AMAZON.COM INCAMZN | 194 funds | $64.7B |
| ALPHABET INC-CL AGOOGL | 194 funds | $57.4B |
| ELI LILLY & COLLY | 194 funds | $22.4B |
| MASTERCARD INC - AMA | 194 funds | $15.8B |
| NVIDIA CORPNVDA | 193 funds | $124.1B |
| APPLE INCAAPL | 193 funds | $101.2B |
| META PLATFORMS INC-CLASS AMETA | 193 funds | $38.0B |
| SCHWAB (CHARLES) CORPSCHW | 193 funds | $5.7B |
| BROADCOM INCAVGO | 192 funds | $46.2B |
| MICRON TECHNOLOGY INCMU | 191 funds | $16.0B |
Ranked by how many of EQH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EQH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.