Titelia

Fund shareholders of Newmark Group Inc

ISIN US65158N1028 · United States

Fund shareholders
271
Of which ETFs
55 216 other funds
Value held
838.9M $ 6.9M SEK
FundSharesValueWeight in fund
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 74,0511.1M $0.74 %as of Mar 31, 2026 ↗
Putnam VT Small Cap Value Fund Putnam Variable Trust 73,9001.1M $1.05 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 71,8231.1M $0.12 %as of Mar 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 71,6331M $0.51 %as of Feb 28, 2026 ↗
Small Cap Index Fund Northern Funds 71,2521.1M $0.08 %as of Mar 31, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 71,2461.1M $0.39 %as of Mar 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 70,3211.1M $0.24 %as of Mar 31, 2026 ↗
Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 69,7371M $0.67 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 69,5891M $0.00 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 68,9351M $0.01 %as of Mar 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 68,8901.1M $0.15 %as of Apr 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 68,524995K $0.14 %as of Feb 28, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 68,016987.6K $0.64 %as of Feb 28, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 67,2491M $0.90 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 66,7171M $0.00 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 65,7581.1M $0.07 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 65,1041M $0.01 %as of Apr 30, 2026 ↗
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 63,0441M $0.95 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 59,964870.7K $0.07 %as of Feb 28, 2026 ↗
VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc 57,127856.3K $1.35 %as of Mar 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 56,635913K $0.10 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 55,918901.4K $0.04 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 55,884811.4K $0.01 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 55,666897.3K $0.12 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 52,912793.2K $0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 51,130766.4K $0.04 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 48,542727.6K $0.23 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 48,160721.9K $0.08 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 48,1176.9M SEK0.02 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 47,425764.5K $0.00 %as of Apr 30, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 45,850687.3K $0.49 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 44,666669.5K $0.07 %as of Mar 31, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 43,501701.2K $0.57 %as of Apr 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 42,385635.4K $0.10 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 42,141631.7K $0.00 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 41,181617.3K $0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 39,983599.3K $0.08 %as of Mar 31, 2026 ↗
Small Cap Value Fund VALIC Co I 39,183568.9K $0.22 %as of Feb 28, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 38,988628.5K $0.11 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 37,129539.1K $0.06 %as of Feb 28, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 36,260584.5K $0.17 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 34,889562.4K $0.00 %as of Apr 30, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 34,132511.6K $0.17 %as of Mar 31, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 34,100549.7K $0.53 %as of Apr 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 33,630488.3K $0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 33,497486.4K $0.00 %as of Feb 28, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 33,469501.7K $0.14 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 33,463539.4K $0.06 %as of Apr 30, 2026 ↗
Zacks Small-Cap Core Fund Zacks Trust 31,394455.8K $1.48 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 30,538457.8K $0.08 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 29,887481.8K $0.01 %as of Apr 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 29,212424.2K $0.08 %as of Feb 28, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 28,432412.8K $0.29 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 28,403457.9K $0.05 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 27,612413.9K $0.08 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 26,620429.1K $0.05 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 26,188422.2K $0.04 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 25,561383.2K $0.05 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 24,938402K $0.03 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 24,705358.7K $0.03 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 24,021387.2K $0.09 %as of Apr 30, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 23,236337.4K $0.78 %as of Feb 28, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 22,917343.5K $0.08 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 21,381344.7K $0.07 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 21,218318.1K $0.08 %as of Mar 31, 2026 ↗
Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III 21,005314.9K $0.05 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 20,188293.1K $0.00 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 19,526292.7K $0.02 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 19,068307.4K $0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 19,011285K $0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 18,639279.4K $0.23 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 18,347275K $0.08 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 18,342274.9K $0.03 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 17,839267.4K $0.08 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 17,696285.3K $0.04 %as of Apr 30, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 17,607283.8K $0.15 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 16,283262.5K $0.07 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 16,168234.8K $0.09 %as of Feb 28, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,793236.7K $0.12 %as of Mar 31, 2026 ↗
WPG Partners Small Cap Value Diversified Fund RBB Fund, Inc. 15,695227.9K $0.64 %as of Feb 28, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 15,297229.3K $0.07 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 15,219228.1K $0.00 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 15,052242.6K $0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 14,836222.4K $0.07 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 14,163228.3K $0.01 %as of Apr 30, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 13,717205.6K $0.28 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 13,196197.8K $0.16 %as of Mar 31, 2026 ↗
Cullen Small Cap Value Fund Cullen Funds Trust 13,106196.5K $2.20 %as of Mar 31, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 12,900193.4K $0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 12,802206.4K $0.03 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 12,197196.6K $0.01 %as of Apr 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 12,022180.2K $0.07 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 11,950192.6K $0.07 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 11,947173.5K $0.00 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 11,400170.9K $0.05 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 11,349170.1K $0.05 %as of Mar 31, 2026 ↗
Global Small Cap Fund American Century World Mutual Funds, Inc. 11,311164.2K $0.23 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 11,266168.9K $0.08 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 11,250163.4K $0.02 %as of Feb 28, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 11,206162.7K $0.01 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Cullen Small Cap Value Fund Cullen Funds Trust 2.20 %as of Mar 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 1.94 %as of Mar 31, 2026 ↗
Zacks Small-Cap Core Fund Zacks Trust 1.48 %as of Feb 28, 2026 ↗
Boston Partners Long/Short Equity Fund RBB Fund, Inc. 1.35 %as of Feb 28, 2026 ↗
VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc 1.35 %as of Mar 31, 2026 ↗
Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust 1.26 %as of Feb 28, 2026 ↗
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 1.25 %as of Feb 28, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 1.14 %as of Apr 30, 2026 ↗
Putnam VT Small Cap Value Fund Putnam Variable Trust 1.05 %as of Mar 31, 2026 ↗
Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 0.96 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2270-554,651,953+0.3 %
2026Q1275-454,514,307-3.3 %
2025Q4279+1056,354,701+1.2 %
2025Q3269+855,700,261+5.7 %
2025Q2261+652,713,824-4.8 %
2025Q1255055,385,726+0.7 %
2024Q4255+2154,994,442+4.2 %
2024Q3234+1652,779,014+1.5 %
2024Q2218+1551,981,591+18.1 %
2024Q1203-444,030,709-13.7 %
2023Q420751,025,600

Institutional managers

299 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.12,203,327182.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP5,343,38480.1M $as of Mar 31, 2026
Empyrean Capital Partners, LP4,360,15065.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC4,280,19964.2M $as of Mar 31, 2026
STATE STREET CORP3,872,92958.1M $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC3,393,19350.9M $as of Mar 31, 2026
Nuveen, LLC2,401,33036M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC2,241,46233.6M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.2,210,35033.1M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC2,149,41432.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,928,92128.9M $as of Mar 31, 2026
MORGAN STANLEY1,757,52226.3M $as of Mar 31, 2026
Leeward Investments, LLC - MA1,750,50626.2M $as of Mar 31, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP1,692,51825.4M $as of Mar 31, 2026
Invesco Ltd.1,576,67823.6M $as of Mar 31, 2026
Qube Research & Technologies Ltd1,469,12022M $as of Mar 31, 2026
NORTHERN TRUST CORP1,468,90922M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,317,29619.7M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,204,50417.7M $as of Mar 31, 2026
Bank of New York Mellon Corp1,173,05817.6M $as of Mar 31, 2026
Penn Capital Management Company, LLC1,154,42517.3M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC1,148,07317M $as of Mar 31, 2026
ALGERT GLOBAL LLC1,049,12215.7K $as of Mar 31, 2026
FMR LLC917,16913.7M $as of Mar 31, 2026
FEDERATED HERMES, INC.888,94513.3M $as of Mar 31, 2026

Declared shareholders of Newmark Group Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 8.51 %13,895,273as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Newmark Group Inc". https://titelia.com/en/stocks/newmark-group-inc-US65158N1028