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
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 72,368912.6K $0.07 %0.01 %as of Feb 28, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 71,202874.4K $0.18 %0.01 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 70,791960.6K $0.03 %0.01 %as of Apr 30, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 69,863857.9K $0.28 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 69,465942.6K $0.16 %0.01 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 67,975834.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 67,954834.5K $0.09 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 67,933834.2K $0.20 %0.01 %as of Mar 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 67,840833.1K $0.19 %0.01 %as of Mar 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 65,884894K $0.19 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 65,143884K $0.04 %0.01 %as of Apr 30, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 63,111775K $0.46 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 60,627764.5K $0.19 %0.01 %as of Feb 28, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 59,391729.3K $0.20 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 58,388717K $0.21 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 58,384717K $0.19 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 58,088713.3K $0.20 %0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 57,597707.3K $0.59 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 55,368679.9K $0.16 %0.01 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 55,004746.4K $0.19 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 54,329737.2K $0.09 %0.01 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 52,647714.4K $0.07 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 52,329710.1K $0.20 %0.01 %as of Apr 30, 2026 ↗
RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST 51,955655.2K $0.79 %0.01 %as of Feb 28, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 51,628634K $0.19 %0.01 %as of Mar 31, 2026 ↗
The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc 51,500632.4K $0.14 %0.01 %as of Mar 31, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 50,564637.6K $1.47 %0.01 %as of Feb 28, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 50,350634.9K $0.33 %0.01 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 50,226616.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
Keeley Small Cap Fund Teton Westwood Funds 50,038614.5K $0.72 %0.01 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 49,910612.9K $0.36 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 49,284605.2K $0.33 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 48,755661.6K $0.23 %0.01 %as of Apr 30, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 47,849649.3K $0.52 %0.01 %as of Apr 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 47,200579.6K $0.10 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 46,100566.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 45,219555.3K $0.06 %0.01 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 43,000583.5K $0.14 %0.01 %as of Apr 30, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 42,314519.6K $0.18 %0.01 %as of Mar 31, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 42,000515.8K $0.28 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 41,732512.5K $0.03 %0.01 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 41,310520.9K $0.20 %0.01 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 39,397483.8K $0.19 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 39,094530.5K $0.03 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 39,046479.5K $0.03 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 38,943528.5K $0.20 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 38,777489K $0.06 %0.01 %as of Feb 28, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 38,288519.6K $0.15 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 38,111480.6K $0.01 %0.01 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 37,073503.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 36,881465.1K $0.01 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 36,626449.8K $0.20 %0.01 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 35,501436K $0.26 %0.01 %as of Mar 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 35,284433.3K $0.18 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 34,697426.1K $0.14 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 32,723401.8K $0.32 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 31,980392.7K $0.09 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 31,781390.3K $0.03 %0.01 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 30,607386K $0.08 %0.01 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 30,499413.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
Virtus Small-Cap Fund Virtus Investment Trust 30,200370.9K $0.35 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 30,032378.7K $0.13 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 29,932377.4K $0.11 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 29,375360.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 28,983355.9K $0.19 %0.01 %as of Mar 31, 2026 ↗
Small Cap Value Fund VALIC Co I 28,008353.2K $0.14 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 27,653339.6K $0.11 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 26,937330.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust 24,434331.6K $0.53 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 24,008294.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 23,337286.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 22,645278.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 22,624307K $0.16 %0.00 %as of Apr 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 21,942269.4K $0.20 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 21,645272.9K $0.10 %0.00 %as of Feb 28, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 21,204260.4K $0.17 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 21,032265.2K $0.17 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 20,128253.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 20,033271.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 19,654266.7K $0.10 %0.00 %as of Apr 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 19,545240K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 18,859231.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 18,723229.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 17,979220.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 17,385235.9K $0.29 %0.00 %as of Apr 30, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 16,910213.2K $0.19 %0.00 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 16,581203.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 15,996196.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 15,991201.6K $0.13 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 15,837194.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 15,277192.6K $0.02 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 15,175186.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,942183.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 14,451182.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 14,305194.1K $0.14 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 14,297194K $0.05 %0.00 %as of Apr 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 14,113173.3K $0.09 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 13,389164.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 13,183161.9K $0.20 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 12,951159K $0.00 %0.00 %as of Mar 31, 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