As of the latest SEC filings, NEWMARK GROUP, INC. (NMRK) is held by 270 institutional funds. The largest fund shareholder is VANGUARD REAL ESTATE INDEX FUND (VGSLX), holding an estimated $90,660,701.56 in market value, representing 0.13% of its portfolio.
Funds holding NEWMARK GROUP, INC. (NMRK)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- NMRK
- CIK:
- 0001690680
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.13% | $90,660,701.56 | 5,624,113 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $63,736,055.95 | 4,251,905 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.08% | $55,981,084.38 | 3,734,562 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $46,796,291.66 | 3,121,834 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.05% | $29,826,877.15 | 1,989,785 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $26,714,083.73 | 1,782,127 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.07% | $24,218,139.92 | 1,502,366 | Apr 30, 2026 | Jun 26, 2026 |
|
DEVIX
Nomura Small Cap Value Fund
|
MF | Independent / Boutique | 0.58% | $21,078,059.64 | 1,451,657 | Feb 27, 2026 | Apr 23, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.16% | $19,617,427.99 | 1,308,701 | Mar 31, 2026 | May 28, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.15% | $16,063,515.52 | 996,496 | Apr 30, 2026 | Jun 26, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.09% | $14,354,328.04 | 890,467 | Apr 30, 2026 | Jun 24, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.64% | $14,237,861.04 | 883,242 | Apr 30, 2026 | Jun 25, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.03% | $12,622,744.20 | 869,335 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.05% | $11,226,065.40 | 773,145 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Nomura VIP Small Cap Value Series
|
ETF | Independent / Boutique | 0.63% | $10,896,365.91 | 726,909 | Mar 31, 2026 | May 28, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.26% | $10,786,923.92 | 719,608 | Mar 31, 2026 | May 26, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.07% | $10,652,075.28 | 733,614 | Feb 28, 2026 | Apr 28, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.27% | $10,592,935.60 | 657,130 | Apr 30, 2026 | Jun 24, 2026 |
|
COVAX
Columbia Small Cap Value and Inflection Fund
|
MF | Columbia Threadneedle | 1.25% | $10,338,559.44 | 712,022 | Feb 28, 2026 | Apr 27, 2026 |
|
WHGAX
WESTWOOD QUALITY SMALLCAP FUND
|
MF | Independent / Boutique | 1.14% | $10,330,985.60 | 640,880 | Apr 30, 2026 | Jun 25, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.05% | $10,223,674.76 | 634,223 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.07% | $10,036,473.20 | 622,610 | Apr 30, 2026 | Jun 29, 2026 |
|
SMEAX
Invesco Small Cap Equity Fund
|
MF | Invesco | 0.96% | $9,750,230.51 | 650,449 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.01% | $9,528,451.40 | 591,095 | Apr 30, 2026 | Jun 26, 2026 |
|
QASCX
Federated Hermes MDT Small Cap Core Fund
|
MF | Federated Hermes | 0.47% | $8,825,764.48 | 547,504 | Apr 30, 2026 | Jun 23, 2026 |
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