As of the latest SEC filings, Amalgamated Financial Corp. (AMAL) is held by 228 institutional funds. The largest fund shareholder is Nomura Small Cap Value Fund (DEVIX), holding an estimated $30,197,483.46 in market value, representing 0.83% of its portfolio.
Funds holding Amalgamated Financial Corp. (AMAL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AMAL
- CIK:
- 0001823608
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DEVIX
Nomura Small Cap Value Fund
|
MF | Independent / Boutique | 0.83% | $30,197,483.46 | 784,554 | Feb 27, 2026 | Apr 23, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $22,434,286.94 | 577,162 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $22,055,187.83 | 567,409 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.09% | $20,589,879.09 | 534,941 | Feb 28, 2026 | Apr 29, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.34% | $15,340,151.01 | 398,549 | Feb 27, 2026 | Apr 24, 2026 |
|
-
Nomura VIP Small Cap Value Series
|
ETF | Independent / Boutique | 0.85% | $14,803,639.50 | 380,850 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $9,273,995.92 | 226,859 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $9,187,041.11 | 236,353 | Mar 31, 2026 | May 28, 2026 |
|
QASCX
Federated Hermes MDT Small Cap Core Fund
|
MF | Federated Hermes | 0.48% | $8,995,889.28 | 220,056 | Apr 30, 2026 | Jun 23, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.05% | $8,592,771.60 | 210,195 | Apr 30, 2026 | Jun 24, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.22% | $8,054,719.14 | 207,222 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.06% | $7,694,147.44 | 188,213 | Apr 30, 2026 | Jun 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.06% | $7,651,520.63 | 196,849 | Mar 31, 2026 | May 28, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.07% | $6,140,503.04 | 150,208 | Apr 30, 2026 | Jun 26, 2026 |
|
SCYVX
AB Small Cap Value Portfolio
|
MF | Independent / Boutique | 1.07% | $6,132,842.64 | 159,336 | Feb 28, 2026 | Apr 24, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.15% | $5,981,970.40 | 146,330 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $5,908,100.24 | 144,523 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $5,412,920.80 | 132,410 | Apr 30, 2026 | Jun 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.26% | $5,221,873.54 | 134,342 | Mar 31, 2026 | Jun 1, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.21% | $5,182,575.97 | 133,331 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.03% | $4,383,549.12 | 113,888 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $4,317,731.22 | 112,178 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $4,270,079.52 | 104,454 | Apr 30, 2026 | Jun 24, 2026 |
|
-
JNL Multi-Manager Small Cap Value Fund
|
ETF | Independent / Boutique | 0.25% | $4,185,366.12 | 107,676 | Mar 31, 2026 | May 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $4,109,339.36 | 100,522 | Apr 30, 2026 | Jun 29, 2026 |
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