VLY · Valley National Bancorp · Shareholders & Ownership

$14.06 +0.25 (+1.81%) At close · Oct 23

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$7.75B

552.61M

Volume · Oct 23 10.22M Avg daily vol (3M) 6.86M

Every disclosed holder of VLY in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns VLY

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	483	422,500,653	76.46%	Yes
Insiders (Forms 3, 4, 5)	26	80,892,070	14.64%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	49,212,503	8.91%	Rest
Registered funds (N-PORT, not summed)	407	213,068,652	38.56%	No

Shares outstanding: 552,605,226, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of VLY

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	73,653,652	13.33%	+2,991,067	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	16,310,942	2.95%	+462,094	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	12,564,596	2.27%	+618,615	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	10,146,102	1.84%	-115,350	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,420,297	0.62%	+265,189	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,390,739	0.43%	-41,131	Jun 30, 2026	iShares Trust, not summed
2	BANK LEUMI LE ISRAEL BM Insider CIK 947357 · Nov 8, 2024 10% Owner, issuer-wide	72,861,862	13.19%	+1,000,000	Nov 8, 2024	10% Owner, issuer-wide
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	30,528,862	5.52%	+784,400	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	7,112,561	1.29%	+274,815	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	4,322,296	0.78%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	3,200,276	0.58%	+4,487	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	2,942,006	0.53%	+198,082	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,523,589	0.46%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,297,793	4.58%	+296,853	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	23,800,351	4.31%	+474,950	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	4,231,173	0.77%	-295,153	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,412,192	0.44%	+71,452	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	974,820	0.18%	-93,543	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	732,340	0.13%	-5,811	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	166,468	0.03%	-1,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,283,880	3.85%	+31,052	Jun 30, 2026	carried, not yet filed for the newest quarter
7	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	20,091,604	3.64%	+4,576,448	Jun 30, 2026	carried, not yet filed for the newest quarter
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,188,393	2.75%	+540,530	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	14,957,228	2.71%	-119,417	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,267,304	2.22%	-190,427	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	4,845,515	0.88%	-278,200	May 29, 2026	Delaware Group Equity Funds V, not summed
10.2	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	3,596,304	0.65%	-236,081	May 29, 2026	Delaware Group Equity Funds V, not summed
10.3	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	2,322,950	0.42%	-246,500	Jun 30, 2026	Delaware VIP Trust, not summed
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,794,741	1.95%	-114,146	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Azora Capital LP 13F CIK 1700272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,247,196	1.85%	+1,298,597	Jun 30, 2026	carried, not yet filed for the newest quarter
13	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,390,111	1.70%	-902,716	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	507,792	0.09%	+36,358	Jun 30, 2026	AQR Funds, not summed
13.2	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	111,540	0.02%	+40,338	Jun 30, 2026	AQR Funds, not summed
13.3	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	63,433	0.01%	+42,229	Jun 30, 2026	AQR Funds, not summed
13.4	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	35,501	0.01%	—	Mar 31, 2026	AQR Funds, not summed
14	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,806,286	1.59%	+995,104	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	822,910	0.15%	+31,994	May 31, 2026	Goldman Sachs Trust, not summed
14.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	187,366	0.03%	+58,927	May 31, 2026	Goldman Sachs ETF Trust, not summed
14.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	138,903	0.03%	+12,084	May 31, 2026	Goldman Sachs ETF Trust, not summed
14.4	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	81,490	0.01%	0	May 31, 2026	Goldman Sachs Trust, not summed
14.5	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	41,742	0.01%	-46,559	Jul 31, 2026	Goldman Sachs Trust, not summed
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,554,276	1.37%	-169,331	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	2,304,323	0.42%	-24,806	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,444,402	0.26%	-204,199	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.3	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,292,985	0.23%	-5,340	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.4	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,188,595	0.22%	+124,431	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	388,713	0.07%	+4,420	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,250,429	1.31%	+1,211,845	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	324	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,885,523	1.25%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,842,748	1.24%	-104,240	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,066,353	1.10%	+617,544	Jun 30, 2026	carried, not yet filed for the newest quarter
20	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,062,869	1.10%	+35,759	Jun 30, 2026	carried, not yet filed for the newest quarter
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,798,113	1.05%	+231,776	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	309,775	0.06%	+9,004	Jun 30, 2026	Northern Funds, not summed
21.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	246,886	0.04%	+20,905	Jun 30, 2026	Northern Funds, not summed
21.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	84,700	0.02%	+4,158	Jul 31, 2026	FlexShares Trust, not summed
22	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,617,239	1.02%	-367,330	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,454,736	0.99%	+113,815	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	5,357,275	0.97%	-50,150	May 31, 2026	American Century ETF Trust, not summed
25	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	5,275,012	0.95%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Artemis Investment Management LLP 13F CIK 1535385 · Non-US institution · Sep 30, 2026	5,032,506	0.91%	-2,244,168	Sep 30, 2026
27	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,660,465	0.84%	-123,680	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	18,269	0.00%	+884	Jul 31, 2026	BNY Mellon ETF Trust, not summed
28	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,097,989	0.74%	-436,238	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,925,414	0.71%	+100,969	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,603,271	0.29%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
29.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	639,606	0.12%	+65,688	Jul 31, 2026	TIAA-CREF Funds, not summed
29.3	Nuveen Small Cap Value Opportunities Fund Fund S000000606 · Registered fund · Jun 30, 2026 Nuveen Investment Trust, not summed	589,390	0.11%	0	Jun 30, 2026	Nuveen Investment Trust, not summed
29.4	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	432,519	0.08%	-10,573	Jul 31, 2026	NuShares ETF Trust, not summed
29.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	415,269	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
30	Steans Jennifer W Insider CIK 1445741 · May 18, 2026 Director, issuer-wide	3,819,466	0.69%	+8,121	May 18, 2026	Director, issuer-wide
31	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	3,666,643	0.66%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
31.1	Guggenheim Active Allocation Fund Fund · Registered fund · May 29, 2026 Guggenheim Active Allocation Fund, not summed	4,679	0.00%	—	May 29, 2026	Guggenheim Active Allocation Fund, not summed
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,632,089	0.66%	-287,563	Jun 30, 2026	carried, not yet filed for the newest quarter
33	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,630,239	0.66%	-3,831,705	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,607,726	0.65%	+33,677	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	2,219,316	0.40%	-27,972	Jul 31, 2026	Thrivent Mutual Funds, not summed
34.2	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	737,999	0.13%	+2,867	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
34.3	THRIVENT MID CAP INDEX PORTFOLIO Fund S000001421 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	105,825	0.02%	-2,028	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
34.4	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	74,705	0.01%	+3,914	Jul 31, 2026	Thrivent Mutual Funds, not summed
34.5	THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Fund S000001347 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	38,942	0.01%	+1,869	Jul 31, 2026	Thrivent Mutual Funds, not summed
35	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,589,337	0.65%	-20,062	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VOYA LARGE CAP VALUE FUND Fund S000019684 · Registered fund · May 31, 2026 Voya Equity Trust, not summed	3,565,972	0.65%	+1,596,083	May 31, 2026	Voya Equity Trust, not summed
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,222,303	0.58%	+64,236	Jun 30, 2026	carried, not yet filed for the newest quarter
38	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,751,219	0.50%	+1,972,422	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	2,492,422	0.45%	+88,462	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
40	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,478,121	0.45%	-2,491,807	Jun 30, 2026	carried, not yet filed for the newest quarter
41	WEDGE CAPITAL MANAGEMENT L L P/NC 13F CIK 1015308 · Unknown · Sep 30, 2026	2,378,545	0.43%	-107,248	Sep 30, 2026
42	Walleye Capital LLC 13F CIK 1758720 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,231,252	0.40%	+2,230,132	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,116,750	0.38%	-1,838,349	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	1,990,910	0.36%	-2,067,200	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
45	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,951,142	0.35%	-622,815	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	438,515	0.08%	-91,539	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
45.2	Invesco S&P Ultra Dividend Revenue ETF Fund S000064597 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	371,639	0.07%	-47,095	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
45.3	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	193,131	0.03%	+972	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
45.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	150,464	0.03%	-6,324	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
45.5	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	138,405	0.03%	+3,138	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
46	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	1,934,565	0.35%	+45,857	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
47	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,893,791	0.34%	+126,360	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Victory RS Partners Fund Fund S000053561 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	554,260	0.10%	+66,260	Jun 30, 2026	Victory Portfolios, not summed
47.2	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	537,497	0.10%	+68,246	Jun 30, 2026	Victory Portfolios II, not summed
47.3	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	476,302	0.09%	+21,188	Jun 30, 2026	Victory Portfolios II, not summed
47.4	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	79,940	0.01%	-5,420	Jul 31, 2026	Victory Portfolios III, not summed
47.5	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	54,904	0.01%	+575	Jul 31, 2026	Victory Portfolios III, not summed
48	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,765,911	0.32%	+305,483	Jun 30, 2026	carried, not yet filed for the newest quarter
49	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,739,153	0.31%	+1,715,655	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Leeward Investments, LLC - MA 13F CIK 1923173 · Registered investment adviser · Sep 30, 2026	1,717,294	0.31%	-103,354	Sep 30, 2026

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Key facts CIK 714310 CUSIP 919794107 13F (30d) 94 filings 90 filers Visit website Investor relations