EQUITABLE TRUST CO
All 13F Filings
- Location
- Nashville, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,396,621
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 452 | 2,396,621 | 13F-HR | EQUITABLE TRUST CO |
| Q1 2026 | 4/30/2026 | 463 | 2,166,653 | 13F-HR | EQUITABLE TRUST CO |
| Q4 2025 | 2/2/2026 | 439 | 2,239,860 | 13F-HR | EQUITABLE TRUST CO |
| Q3 2025 | 11/10/2025 | 439 | 2,175,361 | 13F-HR | EQUITABLE TRUST CO |
| Q2 2025 | 7/23/2025 | 432 | 2,007,162 | 13F-HR | EQUITABLE TRUST CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.514 M | 63.2% | 141.7 K | 0 | 141.7 K |
| ETFs | 883 K | 36.8% | 88.26 K | 0 | 88.26 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
2,396,621
Holdings
452
QoQ value change ($000)
229,968
(10.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.