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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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 the fund files. It is not a share of the debt, because 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