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
Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust 235,3293.2M $0.04 %0.04 %as of Apr 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 233,0682.9M $0.20 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 225,9812.8M $0.20 %0.04 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 224,9132.8M $0.38 %0.04 %as of Feb 28, 2026 ↗
Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III 224,5123M $1.57 %0.04 %as of Apr 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 224,0612.8M $0.33 %0.04 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 224,0062.8M $0.06 %0.04 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 223,9882.8M $0.01 %0.04 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 223,3212.7M $0.18 %0.04 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 222,5952.7M $0.18 %0.04 %as of Mar 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 221,7433M $0.23 %0.04 %as of Apr 30, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 221,0002.7M $0.15 %0.04 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 213,8992.9M $0.05 %0.04 %as of Apr 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 210,1132.9M $0.20 %0.04 %as of Apr 30, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 196,0992.4M $0.82 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 195,0512.5M $0.20 %0.04 %as of Feb 28, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 194,5052.6M $0.19 %0.04 %as of Apr 30, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 192,1592.6M $0.82 %0.03 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 190,4002.3M $0.28 %0.03 %as of Mar 31, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 185,8522.3M $0.17 %0.03 %as of Feb 28, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 183,1272.5M $0.19 %0.03 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 182,2792.5M $0.29 %0.03 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 181,6192.5M $0.12 %0.03 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 180,4542.2M $0.18 %0.03 %as of Mar 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 170,0292.1M $0.18 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 169,0792.1M $0.11 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 168,2602.3M $0.09 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 167,4682.1M $0.08 %0.03 %as of Mar 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 167,2922.1M $1.08 %0.03 %as of Mar 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 164,8752M $0.18 %0.03 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 164,5732M $0.02 %0.03 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 162,4562M $0.18 %0.03 %as of Mar 31, 2026 ↗
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 157,5361.9M $1.06 %0.03 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 156,7882.1M $0.02 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 154,6622.1M $0.01 %0.03 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 153,38717.9M SEK0.06 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 153,3462.1M $0.01 %0.03 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 152,7451.9M $0.20 %0.03 %as of Mar 31, 2026 ↗
Small-Company Stock Fund HOMESTEAD FUNDS INC 148,2001.8M $0.91 %0.03 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 146,3532M $0.16 %0.03 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 146,0161.8M $0.19 %0.03 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 145,6811.8M $0.27 %0.03 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 144,3041.8M $0.10 %0.03 %as of Mar 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 144,2802M $0.10 %0.03 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 142,4561.8M $0.02 %0.03 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 141,4271.7M $0.26 %0.03 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 141,0631.8M $0.23 %0.03 %as of Feb 28, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 140,6101.7M $1.19 %0.03 %as of Mar 31, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 140,1001.7M $0.18 %0.03 %as of Mar 31, 2026 ↗
HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust 140,0001.7M $0.43 %0.03 %as of Mar 31, 2026 ↗
Voya MI Dynamic Small Cap Fund Voya Equity Trust 139,5711.8M $1.05 %0.03 %as of Feb 28, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 136,0591.8M $0.26 %0.02 %as of Apr 30, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 135,4211.7M $0.37 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 135,2671.7M $0.15 %0.02 %as of Feb 28, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 135,1041.8M $0.08 %0.02 %as of Apr 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 131,6231.6M $0.45 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 129,1551.6M $0.14 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust 128,4391.6M $0.99 %0.02 %as of Feb 28, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 127,7001.6M $0.09 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 126,8191.6M $0.18 %0.02 %as of Feb 28, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 126,0231.5M $0.20 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 125,6861.5M $0.01 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 124,3571.7M $0.01 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 122,9221.7M $0.02 %0.02 %as of Apr 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 122,6701.5M $0.17 %0.02 %as of Feb 28, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 121,6581.7M $0.28 %0.02 %as of Apr 30, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 120,0001.5M $0.48 %0.02 %as of Mar 31, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 118,9951.5M $1.30 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 113,9911.4M $0.17 %0.02 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 110,1931.4M $0.02 %0.02 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 109,2601.4M $0.10 %0.02 %as of Feb 28, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 107,8531.3M $0.18 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 107,5111.3M $0.35 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 103,8001.3M $0.01 %0.02 %as of Feb 28, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 103,6311.3M $0.17 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 97,1751.2M $0.20 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 95,8371.3M $0.20 %0.02 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 91,7031.1M $0.04 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 91,6341.1M $0.15 %0.02 %as of Mar 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 90,9791.1M $0.45 %0.02 %as of Feb 28, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 90,5121.1M $0.05 %0.02 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 90,4921.1M $0.10 %0.02 %as of Mar 31, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 89,4001.1M $0.40 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 88,3011.2M $0.11 %0.02 %as of Apr 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 87,8891.1M $0.18 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 87,6361.1M $0.06 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 86,4621.1M $0.19 %0.02 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 85,3861M $0.02 %0.02 %as of Mar 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 85,3601.2M $0.13 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 83,4211.1M $0.04 %0.02 %as of Apr 30, 2026 ↗
Putnam VT Small Cap Value Fund Putnam Variable Trust 82,8001M $0.96 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust 81,4901M $0.72 %0.01 %as of Feb 28, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 80,5421.1M $0.05 %0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 80,225985.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 79,828980.3K $0.07 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 78,5411.1M $0.09 %0.01 %as of Apr 30, 2026 ↗
Voya MI Dynamic SMID Cap Fund Voya Equity Trust 75,500952.1K $0.72 %0.01 %as of Feb 28, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 75,487927K $0.18 %0.01 %as of Mar 31, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 74,4621M $0.47 %0.01 %as of Apr 30, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 73,237993.8K $0.19 %0.01 %as of Apr 30, 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
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Titelia. "Fund shareholders of Valley National Bancorp". https://titelia.com/en/stocks/valley-national-bancorp-US9197941076