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
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,998 | 164.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 10,885 | 163.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 10,579 | 158.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 10,510 | 157.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 10,356 | 155.2K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,823 | 147.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 9,600 | 143.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 9,252 | 149.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 9,169 | 133.1K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 9,164 | 137.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 9,160 | 137.3K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 9,133 | 132.6K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 9,078 | 146.3K $ | 0.57 % | as of Apr 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 8,103 | 121.5K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 8,021 | 129.3K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 7,411 | 111.1K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 7,128 | 106.8K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 6,819 | 102.2K $ | 0.21 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 6,775 | 101.6K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 6,417 | 93.2K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 6,389 | 103K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 6,353 | 92.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST | 5,851 | 85K $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 5,765 | 92.9K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 5,495 | 82.4K $ | 0.27 % | as of Mar 31, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 5,471 | 88.2K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 4,999 | 72.6K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 4,969 | 74.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 4,947 | 79.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 4,888 | 73.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 4,868 | 70.7K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 4,556 | 73.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST | 4,437 | 64.4K $ | 0.91 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 4,025 | 60.3K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 3,920 | 56.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 3,779 | 56.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 3,753 | 56.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 3,517 | 52.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 3,473 | 52.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 3,304 | 48K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 3,140 | 47.1K $ | 0.21 % | as of Mar 31, 2026 ↗ |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 3,068 | 46K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,773 | 40.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 2,735 | 41K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 2,520 | 37.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,473 | 37.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Cornerstone Aggressive Fund Victory Portfolios III | 2,351 | 34.1K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 2,110 | 30.6K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,819 | 27.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 1,713 | 27.6K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Real Estate Fund Rydex Variable Trust | 1,531 | 22.9K $ | 0.67 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,476 | 22.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 1,428 | 23K $ | 0.15 % | as of Apr 30, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 993 | 16K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Real Estate Fund Rydex Series Funds | 839 | 12.6K $ | 0.65 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 809 | 12.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 765 | 11.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 753 | 12.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 735 | 11K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 508 | 7.6K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 492 | 7.9K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 384 | 5.8K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 338 | 5.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 300 | 4.5K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 277 | 4.5K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 217 | 3.3K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 203 | 3K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 152 | 2.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 111 | 1.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 46 | 667.9 $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 39 | 584.6 $ | 0.02 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 270 | -5 | 54,651,953 | +0.3 % |
| 2026Q1 | 275 | -4 | 54,514,307 | -3.3 % |
| 2025Q4 | 279 | +10 | 56,354,701 | +1.2 % |
| 2025Q3 | 269 | +8 | 55,700,261 | +5.7 % |
| 2025Q2 | 261 | +6 | 52,713,824 | -4.8 % |
| 2025Q1 | 255 | 0 | 55,385,726 | +0.7 % |
| 2024Q4 | 255 | +21 | 54,994,442 | +4.2 % |
| 2024Q3 | 234 | +16 | 52,779,014 | +1.5 % |
| 2024Q2 | 218 | +15 | 51,981,591 | +18.1 % |
| 2024Q1 | 203 | -4 | 44,030,709 | -13.7 % |
| 2023Q4 | 207 | 51,025,600 |
Institutional managers
299 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 12,203,327 | 182.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 5,343,384 | 80.1M $ | as of Mar 31, 2026 |
| Empyrean Capital Partners, LP | 4,360,150 | 65.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 4,280,199 | 64.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,872,929 | 58.1M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 3,393,193 | 50.9M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 2,401,330 | 36M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 2,241,462 | 33.6M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,210,350 | 33.1M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 2,149,414 | 32.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,928,921 | 28.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,757,522 | 26.3M $ | as of Mar 31, 2026 |
| Leeward Investments, LLC - MA | 1,750,506 | 26.2M $ | as of Mar 31, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,692,518 | 25.4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,576,678 | 23.6M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 1,469,120 | 22M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,468,909 | 22M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,317,296 | 19.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,204,504 | 17.7M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,173,058 | 17.6M $ | as of Mar 31, 2026 |
| Penn Capital Management Company, LLC | 1,154,425 | 17.3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,148,073 | 17M $ | as of Mar 31, 2026 |
| ALGERT GLOBAL LLC | 1,049,122 | 15.7K $ | as of Mar 31, 2026 |
| FMR LLC | 917,169 | 13.7M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 888,945 | 13.3M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 8.51 % | 13,895,273 | as 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