As of the latest SEC filings, VALUEMAX GROUP LTD (VMAX) is held by 5 institutional funds. The largest fund shareholder is Hartford Moderately Aggressive Allocation Fund (HRACX), holding an estimated $29,227,880.15 in market value, representing 5.00% of its portfolio.
Funds holding VALUEMAX GROUP LTD (VMAX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- VMAX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
HRACX
Hartford Moderately Aggressive Allocation Fund
|
MF | Independent / Boutique | 5.00% | $29,227,880.15 | 486,176 | Apr 30, 2026 | Jun 25, 2026 |
|
HBAAX
HARTFORD MODERATE ALLOCATION FUND
|
MF | Independent / Boutique | 3.82% | $12,497,669.76 | 207,886 | Apr 30, 2026 | Jun 25, 2026 |
|
-
THE HARTFORD CONSERVATIVE ALLOCATION FUND
|
ETF | Independent / Boutique | 2.37% | $3,339,308.87 | 55,546 | Apr 30, 2026 | Jun 25, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.00% | $144,556.88 | 168,800 | Apr 30, 2026 | Jun 26, 2026 |
|
NTKLX
VOYA MULTI-MANAGER INTERNATIONAL SMALL CAP FUND
|
MF | Voya | 0.00% | $27,746.70 | 32,400 | Apr 30, 2026 | Jun 22, 2026 |
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