Titelia

Fund shareholders of Valley National Bancorp

ISIN US9197941076 · United States · LEI 549300ET52S1UBIB9762

Fund shareholders
394
Of which ETFs
98 296 other funds
Value held
2.6B $ 17.9M SEK
Share of capital
37.6 % of 552.6M shares on Aug 5, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 15,848,848194.6M $0.18 %2.87 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 15,076,645185.1M $0.01 %2.73 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 11,945,981146.7M $0.20 %2.16 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 10,908,887134M $0.08 %1.97 %as of Mar 31, 2026 ↗
iShares Select Dividend ETF iShares Trust 10,261,452139.2M $0.61 %1.86 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 6,946,98885.3M $0.14 %1.26 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 6,837,74692.8M $0.50 %1.24 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 5,407,42568.2M $0.29 %0.98 %as of Feb 28, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 5,340,92165.6M $0.08 %0.97 %as of Mar 31, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 5,123,71564.6M $1.77 %0.93 %as of Feb 27, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 4,805,45865.2M $0.20 %0.87 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 4,526,32655.6M $1.50 %0.82 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,322,29658.7M $0.37 %0.78 %as of Apr 30, 2026 ↗
Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS 4,058,11049.8M $0.58 %0.73 %as of Mar 31, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 3,832,38548.3M $0.85 %0.69 %as of Feb 27, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 3,195,78943.4M $0.32 %0.58 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 3,155,10838.7M $0.31 %0.57 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 2,743,92437.2M $0.50 %0.50 %as of Apr 30, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 2,569,45031.6M $1.82 %0.46 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 2,528,29331.9M $0.08 %0.46 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,523,58934.2M $0.18 %0.46 %as of Apr 30, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 2,431,87029.9M $0.37 %0.44 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,403,96030.3M $0.20 %0.44 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 2,340,74028.7M $0.18 %0.42 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 2,329,12929.4M $0.14 %0.42 %as of Feb 28, 2026 ↗
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 2,247,28830.5M $1.04 %0.41 %as of Apr 30, 2026 ↗
VOYA LARGE CAP VALUE FUND Voya Equity Trust 1,969,88924.8M $1.53 %0.36 %as of Feb 28, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 1,888,70825.6M $0.03 %0.34 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 1,695,02623M $0.16 %0.31 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 1,648,60120.8M $0.21 %0.30 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 1,603,27119.7M $0.02 %0.29 %as of Mar 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 1,358,99918.4M $0.43 %0.25 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 1,298,32516.4M $0.12 %0.23 %as of Feb 28, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 1,210,45914.9M $0.40 %0.22 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 1,205,77016.4M $0.04 %0.22 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 1,068,36313.1M $1.02 %0.19 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 1,064,16414.4M $0.20 %0.19 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 971,16211.9M $0.10 %0.18 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 893,25411.3M $0.01 %0.16 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 841,68210.6M $0.08 %0.15 %as of Feb 28, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 840,14511.4M $0.51 %0.15 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 790,91610M $1.06 %0.14 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 788,6559.7M $0.20 %0.14 %as of Mar 31, 2026 ↗
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 768,3879.4M $0.13 %0.14 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 760,27210.3M $0.03 %0.14 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 738,1519.1M $0.38 %0.13 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 735,1329M $1.02 %0.13 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 730,0569.2M $0.18 %0.13 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 715,5109M $0.01 %0.13 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 693,6539.4M $0.13 %0.13 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 617,8498.4M $0.02 %0.11 %as of Apr 30, 2026 ↗
Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust 589,3907.2M $2.69 %0.11 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 589,2227.2M $0.01 %0.11 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 573,9187.8M $0.20 %0.10 %as of Apr 30, 2026 ↗
Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust 553,9917.5M $1.55 %0.10 %as of Apr 30, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 530,0547.2M $1.58 %0.10 %as of Apr 30, 2026 ↗
Small Cap Dynamic Growth Fund John Hancock Funds II 520,6506.6M $1.27 %0.09 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 507,9736.2M $0.18 %0.09 %as of Mar 31, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 506,9586.2M $1.10 %0.09 %as of Mar 31, 2026 ↗
Victory RS Partners Fund Victory Portfolios 488,0006M $1.03 %0.09 %as of Mar 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 483,0135.9M $0.18 %0.09 %as of Mar 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 471,4345.8M $0.26 %0.09 %as of Mar 31, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 469,2515.8M $0.41 %0.08 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 461,9266.3M $0.04 %0.08 %as of Apr 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 455,1145.6M $0.19 %0.08 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 454,8535.6M $0.31 %0.08 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 445,4095.6M $0.46 %0.08 %as of Feb 28, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 443,0926M $0.47 %0.08 %as of Apr 30, 2026 ↗
Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II 418,7345.3M $0.55 %0.08 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 415,2695.6M $0.01 %0.08 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 397,3994.9M $0.02 %0.07 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 395,0715M $0.36 %0.07 %as of Feb 28, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 392,3744.8M $0.18 %0.07 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 386,5715.2M $1.06 %0.07 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 384,2935.2M $0.22 %0.07 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 376,1215.1M $0.01 %0.07 %as of Apr 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 366,2414.6M $0.17 %0.07 %as of Feb 28, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 353,6284.5M $0.17 %0.06 %as of Feb 28, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 339,0004.6M $0.71 %0.06 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 325,2924.1M $0.02 %0.06 %as of Feb 28, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 323,4134.1M $0.48 %0.06 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 321,9764M $0.20 %0.06 %as of Mar 31, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 307,5993.8M $1.17 %0.06 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 300,7713.7M $0.18 %0.05 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 300,3514.1M $0.17 %0.05 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 297,5233.8M $0.16 %0.05 %as of Feb 28, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 294,3623.6M $0.40 %0.05 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 291,4843.7M $0.25 %0.05 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 282,8403.8M $0.01 %0.05 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 277,1573.5M $0.01 %0.05 %as of Feb 28, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 272,9933.4M $1.69 %0.05 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 270,2583.7M $0.04 %0.05 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 269,7403.4M $0.31 %0.05 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 265,7383.3M $0.01 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 264,5763.2M $0.20 %0.05 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 262,7353.2M $0.43 %0.05 %as of Mar 31, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 260,6113.2M $2.04 %0.05 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 259,4103.5M $0.19 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 246,9743.4M $0.01 %0.04 %as of Apr 30, 2026 ↗
Putnam Small Cap Value Fund Putnam Investment Funds 239,7003M $1.07 %0.04 %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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust 2.69 %as of Mar 31, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 2.04 %as of Mar 31, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 1.82 %as of Mar 31, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 1.77 %as of Feb 27, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 1.69 %as of Mar 31, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 1.58 %as of Apr 30, 2026 ↗
Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III 1.57 %as of Apr 30, 2026 ↗
Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust 1.55 %as of Apr 30, 2026 ↗
VOYA LARGE CAP VALUE FUND Voya Equity Trust 1.53 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 1.50 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2393+43207,553,373+2.4 %
2026Q1350+10202,783,126-3.3 %
2025Q4340+4209,697,226-3.5 %
2025Q3336+9217,387,439-0.7 %
2025Q2327+15218,945,935+1.5 %
2025Q1312-11215,794,879+8.6 %
2024Q4323-13198,741,537-3.5 %
2024Q3336+4205,844,111+1.2 %
2024Q2332+1203,338,881+0.3 %
2024Q1331+13202,630,358+0.9 %
2023Q4318200,921,761

Institutional managers

452 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.70,662,585867.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP29,744,462365.2M $as of Mar 31, 2026
STATE STREET CORP23,325,401289.1M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP15,515,156190.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC14,647,863179.9M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.12,457,731153M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC10,292,827123.9M $as of Mar 31, 2026
Azora Capital LP8,948,599109.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC7,811,18295.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC7,723,60794.8M $as of Mar 31, 2026
UBS Group AG7,461,94491.6M $as of Mar 31, 2026
JUPITER ASSET MANAGEMENT LTD6,885,52384.6M $as of Mar 31, 2026
MORGAN STANLEY6,038,58474.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC6,027,11074M $as of Mar 31, 2026
VOYA INVESTMENT MANAGEMENT LLC5,984,56973.5M $as of Mar 31, 2026
NORTHERN TRUST CORP5,566,33768.4M $as of Mar 31, 2026
Freestone Grove Partners LP5,448,80966.9M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.4,969,92861M $as of Mar 31, 2026
Artemis Investment Management LLP4,866,15459.8M $as of Mar 31, 2026
Bank of New York Mellon Corp4,784,14558.7M $as of Mar 31, 2026
MARSHALL WACE, LLP4,534,22755.7M $as of Mar 31, 2026
Squarepoint Ops LLC3,955,09948.6M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/3,919,65248.1M $as of Mar 31, 2026
Nuveen, LLC3,824,44547M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC3,609,39944.3M $as of Mar 31, 2026

Funds holding the debt of Valley National Bancorp

10 funds declare 10 bond lines of this company. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
Lord Abbett Short Duration High Yield Fund122.1M $as of Apr 30, 2026
NYLI MacKay Strategic Bond Fund12.7M $as of Apr 30, 2026
First Trust Multi-Strategy Fund1959K $as of Mar 31, 2026
NYLIM VP MacKay Strategic Bond Portfolio1926.9K $as of Mar 31, 2026
Mercer Opportunistic Fixed Income Fund1293K $as of Mar 31, 2026
Opportunistic Credit Fund1274.9K $as of Apr 30, 2026
Strategic Bond Fund1200.5K $as of Mar 31, 2026
Six Circles Credit Opportunities Fund1107.7K $as of Mar 31, 2026
BNY Mellon High Yield ETF179.6K $as of Apr 30, 2026
WisdomTree VOYA Yield Enhanced USD Universal Bond Fund111.5K $as of Feb 28, 2026
Cite this page

Titelia. "Fund shareholders of Valley National Bancorp". https://titelia.com/en/stocks/valley-national-bancorp-US9197941076