Filing Research | VLY - VALLEY NATL BANCORP Institutional Holdings

Snapshot holdings

50 / 90 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	7.3MSH	$106.6M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	2.5MSH	$36.4M
3	J.W. COLE ADVISORS, INC.	Shares	362.2KSH	$5.3M
4	Consolidated Investment Group LLC	Shares	226.2KSH	$3.3M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	208.4KSH	$2.9M
6	Oliver Luxxe Assets LLC	Shares	164.1KSH	$2.4M
7	Police & Firemen's Retirement System of New Jersey	Shares	144.4KSH	$2.1M
8	Louisiana State Employees Retirement System	Shares	139.5KSH	$2.0M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	131.5KSH	$1.9M
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	114.1KSH	$1.7M
11	Sequoia Financial Advisors, LLC	Shares	75.1KSH	$1.1M
12	Merit Financial Group, LLC	Shares	69.4KSH	$1.0M
13	Revolve Wealth Partners, LLC	Shares	69.1KSH	$1.0M
14	Linden Thomas Advisory Services, LLC	Shares	58.7KSH	$860.3K
15	Confluence Wealth Services, Inc.	Shares	55.5KSH	$812.5K
16	JACKSON SQUARE CAPITAL, LLC	Shares	53.6KSH	$786.0K
17	Ignite Planners, LLC	Shares	49.7KSH	$727.8K
18	GREENLEAF TRUST	Shares	44.4KSH	$651.0K
19	Y-Intercept (Hong Kong) Ltd	Shares	39.2KSH	$574.9K
20	Apollon Wealth Management, LLC	Shares	37.6KSH	$551.1K
21	GATEWAY INVESTMENT ADVISERS LLC	Shares	37.2KSH	$545.5K
22	SECURIAN ASSET MANAGEMENT, INC	Shares	35.1KSH	$525.4K
23	SALZHAUER MICHAEL	Shares	34.2KSH	$501.0K
24	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	33.8KSH	$498.4K
25	Sivia Capital Partners, LLC	Shares	30.5KSH	$447.0K
26	Smallwood Wealth Investment Management, LLC	Shares	27.9KSH	$409.0K
27	Crossmark Global Holdings, Inc.	Shares	27.1KSH	$397.5K
28	Carnegie Lake Advisors LLC	Shares	25.9KSH	$378.9K
29	Abel Hall, LLC	Shares	25.6KSH	$375.6K
30	Pine Valley Investments Ltd Liability Co	Shares	24.0KSH	$352.6K
31	FLC Capital Advisors	Shares	23.0KSH	$336.4K
32	GREENWOOD GEARHART LLC	Shares	20.4KSH	$298.9K
33	SAX WEALTH ADVISORS, LLC	Shares	23.5KSH	$288.4K
34	Successful Portfolios LLC	Shares	18.7KSH	$274.5K
35	KMG FIDUCIARY PARTNERS, LLC	Shares	17.1KSH	$251.0K
36	GAMMA Investing LLC	Shares	16.0KSH	$234.4K
37	Breakwater Capital Group	Shares	15.1KSH	$221.8K
38	Rodgers & Associates, LTD	Shares	15.0KSH	$219.8K
39	CARY STREET PARTNERS FINANCIAL LLC	Shares	14.8KSH	$217.4K
40	Fifth Third Wealth Advisors LLC	Shares	13.9KSH	$203.1K
41	AFFINITY WEALTH MANAGEMENT LLC	Shares	13.7KSH	$200.2K
42	MBL Wealth, LLC	Shares	13.6KSH	$198.5K
43	Ledgewood Wealth Advisors, LLC	Shares	12.6KSH	$184.8K
44	NorthCrest Asset Manangement, LLC	Shares	11.7KSH	$171.2K
45	PFG Investments, LLC	Shares	10.5KSH	$153.2K
46	SIGNATUREFD, LLC	Shares	10.3KSH	$151.5K
47	IFP Advisors, Inc	Shares	8.5KSH	$124.2K
48	EverSource Wealth Advisors, LLC	Shares	7.0KSH	$102.8K
49	Blue Trust, Inc.	Shares	6.7KSH	$97.8K
50	True Wealth Design, LLC	Shares	5.1KSH	$74.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 96 loaded

#		Instrument
1	Artemis Investment Management LLP added	Shares	+2.4M	+$46.8M	$106.6M
2	J.W. COLE ADVISORS, INC. new	Shares	+362.2K	+$5.3M	$5.3M
3	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-126.5K	+$4.3M	$36.4M
4	Revolve Wealth Partners, LLC new	Shares	+69.1K	+$1.0M	$1.0M
5	JACKSON SQUARE CAPITAL, LLC added	Shares	+37.5K	+$587.4K	$786.0K
6	Y-Intercept (Hong Kong) Ltd new	Shares	+39.2K	+$574.9K	$574.9K
7	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+37.2K	+$545.5K	$545.5K
8	Consolidated Investment Group LLC unchanged	Shares	0	+$536.1K	$3.3M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.5K	+$514.0K	$2.9M
10	Police & Firemen's Retirement System of New Jersey added	Shares	+12.5K	+$495.9K	$2.1M
11	Sivia Capital Partners, LLC new	Shares	+30.5K	+$447.0K	$447.0K
12	Apollon Wealth Management, LLC added	Shares	+22.3K	+$363.0K	$551.1K
13	Sequoia Financial Advisors, LLC added	Shares	+13.7K	+$346.5K	$1.1M
14	Louisiana State Employees Retirement System added	Shares	+700	+$339.2K	$2.0M
15	Merit Financial Group, LLC added	Shares	+13.2K	+$326.8K	$1.0M
16	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-8.6K	+$206.2K	$1.9M
17	AFFINITY WEALTH MANAGEMENT LLC new	Shares	+13.7K	+$200.2K	$200.2K
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-5.8K	+$198.6K	$1.7M
19	Pine Valley Investments Ltd Liability Co added	Shares	+6.9K	+$142.4K	$352.6K
20	Linden Thomas Advisory Services, LLC trimmed	Shares	-68	+$138.3K	$860.3K
21	SALZHAUER MICHAEL trimmed	Shares	-125.8K	+$138.2K	$501.0K
22	Confluence Wealth Services, Inc. added	Shares	+290	+$135.0K	$812.5K
23	Ignite Planners, LLC trimmed	Shares	-713	+$111.1K	$727.8K
24	IFP Advisors, Inc added	Shares	+6.0K	+$93.5K	$124.2K
25	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-140	+$92.1K	$525.4K
26	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$80.1K	$498.4K
27	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$66.2K	$409.0K
28	Abel Hall, LLC added	Shares	+406	+$65.7K	$375.6K
29	GREENWOOD GEARHART LLC added	Shares	+1.4K	+$65.4K	$298.9K
30	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$64.3K	$397.5K
31	Carnegie Lake Advisors LLC unchanged	Shares	0	+$61.3K	$378.9K
32	FLC Capital Advisors unchanged	Shares	0	+$54.4K	$336.4K
33	GREENLEAF TRUST trimmed	Shares	-4.2K	+$53.9K	$651.0K
34	SALZHAUER MICHAEL new	CALL	+50.0K	+$52.5K	$52.5K
35	SIGNATUREFD, LLC added	Shares	+2.1K	+$50.6K	$151.5K
36	GAMMA Investing LLC added	Shares	+863	+$48.5K	$234.4K
37	Successful Portfolios LLC added	Shares	+2	+$44.3K	$274.5K
38	KMG FIDUCIARY PARTNERS, LLC unchanged	Shares	0	+$40.6K	$251.0K
39	MBL Wealth, LLC added	Shares	+507	+$38.3K	$198.5K
40	Breakwater Capital Group unchanged	Shares	0	+$35.9K	$221.8K
41	Rodgers & Associates, LTD unchanged	Shares	0	+$35.5K	$219.8K
42	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$35.2K	$217.4K
43	Fifth Third Wealth Advisors LLC trimmed	Shares	-90	+$31.8K	$203.1K
44	Ledgewood Wealth Advisors, LLC unchanged	Shares	0	+$29.9K	$184.8K
45	PFG Investments, LLC trimmed	Shares	-134	+$23.1K	$153.2K
46	NorthCrest Asset Manangement, LLC trimmed	Shares	-689	+$17.6K	$171.2K
47	True Wealth Design, LLC added	Shares	+346	+$16.2K	$74.0K
48	Fortitude Family Office, LLC added	Shares	+737	+$12.7K	$22.4K
49	Versant Capital Management, Inc unchanged	Shares	0	+$10.7K	$65.9K
50	SAX WEALTH ADVISORS, LLC trimmed	Shares	-307	+$10.5K	$288.4K

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