Titelia

Fund shareholders of Atlantic Union Bankshares Corp

ISIN US04911A1079 · United States

Fund shareholders
331
Of which ETFs
74 257 other funds
Value held
≈ 2.9B $ 2.9B $ · 12.6M SEK
Share of capital
49.1 % of 142.8M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 8,609,317364.3M $0.33 %6.03 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,543,095192.2M $0.01 %3.18 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 3,673,312155.4M $0.19 %2.57 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,283,561138.9M $0.07 %2.30 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,079,14688M $0.13 %1.46 %as of Jun 30, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 2,006,86185.2M $1.98 %1.41 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,843,35378.2M $0.40 %1.29 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,640,36469.4M $0.07 %1.15 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,584,01467.2M $0.20 %1.11 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 1,531,48364.8M $1.37 %1.07 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,312,11255.5M $0.33 %0.92 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 1,236,91552.3M $0.36 %0.87 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 1,230,90752.1M $0.65 %0.86 %as of Jun 30, 2026 ↗
Congress Small Cap Growth Fund Professionally Managed Portfolios 1,125,00047.7M $2.38 %0.79 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 1,102,59946.7M $0.50 %0.77 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 1,082,77645.8M $0.43 %0.76 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 890,81337.7M $0.33 %0.62 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 889,75037.8M $0.22 %0.62 %as of Jul 31, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 875,00037M $1.22 %0.61 %as of Jun 30, 2026 ↗
Harbor Small Cap Value Fund HARBOR FUNDS 870,32936.9M $1.47 %0.61 %as of Jul 31, 2026 ↗
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 853,38936.2M $1.24 %0.60 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 760,12332.3M $0.39 %0.53 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 746,23731.6M $0.65 %0.52 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 737,33827.7M $0.06 %0.52 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 732,77627.6M $0.16 %0.51 %as of May 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 704,43929.9M $0.21 %0.49 %as of Jul 31, 2026 ↗
Small Cap Core Fund John Hancock Investment Trust 686,29629.1M $1.50 %0.48 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 681,91925.7M $0.11 %0.48 %as of May 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 679,59428.8M $0.02 %0.48 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 630,32526.7M $0.14 %0.44 %as of Jul 31, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 620,01726.2M $2.00 %0.43 %as of Jun 30, 2026 ↗
Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust 598,83625.3M $1.47 %0.42 %as of Jun 30, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 577,36624.4M $0.49 %0.40 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 568,67224.1M $0.02 %0.40 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 529,93022.5M $0.29 %0.37 %as of Jul 31, 2026 ↗
DAVENPORT SMALL CAP FOCUS FUND Williamsburg Investment Trust 511,88221.7M $3.45 %0.36 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 490,54018.5M $0.31 %0.34 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 467,51819.8M $0.13 %0.33 %as of Jul 31, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 439,67318.7M $1.65 %0.31 %as of Jul 31, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 362,30915.3M $1.46 %0.25 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 356,03615.1M $1.02 %0.25 %as of Jun 30, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 353,07314.9M $2.22 %0.25 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 351,32214.9M $0.20 %0.25 %as of Jul 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 337,99614.3M $0.36 %0.24 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 311,18311.7M $0.62 %0.22 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 302,42011.4M $0.13 %0.21 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 286,75312.2M $0.03 %0.20 %as of Jul 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 286,56912.1M $0.52 %0.20 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 282,96112M $1.18 %0.20 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 278,21111.8M $0.11 %0.19 %as of Jun 30, 2026 ↗
Columbia Select Small Cap Value Fund Columbia Funds Series Trust II 271,83310.2M $2.53 %0.19 %as of May 31, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 267,86910.1M $1.07 %0.19 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 266,53810M $0.01 %0.19 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 254,60510.8M $0.18 %0.18 %as of Jun 30, 2026 ↗
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 246,80410.4M $0.14 %0.17 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 241,73910.2M $0.27 %0.17 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 233,8599.9M $0.03 %0.16 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 230,4108.7M $0.06 %0.16 %as of May 31, 2026 ↗
AMG GW&K Small/Mid Cap Core Fund AMG Funds 226,9919.6M $1.17 %0.16 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 222,9929.4M $0.33 %0.16 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 217,3738.2M $0.01 %0.15 %as of May 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust 216,7899.2M $3.63 %0.15 %as of Jun 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 211,6408M $0.31 %0.15 %as of May 31, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 210,5407.9M $0.63 %0.15 %as of May 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 203,0818.6M $0.65 %0.14 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 202,5558.6M $0.39 %0.14 %as of Jun 30, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 195,0848.3M $1.24 %0.14 %as of Jul 31, 2026 ↗
Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust 192,9518.2M $2.57 %0.14 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 192,5248.2M $0.30 %0.13 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 189,1388M $0.20 %0.13 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 179,4787.6M $0.01 %0.13 %as of Jun 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 175,9806.6M $1.01 %0.12 %as of May 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 157,1376.6M $0.17 %0.11 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 156,4576.6M $0.02 %0.11 %as of Jul 31, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 148,2616.3M $2.10 %0.10 %as of Jul 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 148,0006.3M $0.14 %0.10 %as of Jun 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 146,6496.2M $0.19 %0.10 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 146,4146.2M $0.31 %0.10 %as of Jun 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 145,8196.2M $0.33 %0.10 %as of Jun 30, 2026 ↗
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 144,5136.1M $1.50 %0.10 %as of Jul 31, 2026 ↗
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 141,9376M $1.97 %0.10 %as of Jul 31, 2026 ↗
Small-Company Stock Fund HOMESTEAD FUNDS INC 139,4925.9M $2.76 %0.10 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 124,6825.3M $0.01 %0.09 %as of Jul 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 122,5685.2M $0.33 %0.09 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 120,4285.1M $0.76 %0.08 %as of Jul 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 115,6634.9M $1.53 %0.08 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 112,3934.2M $0.33 %0.08 %as of May 31, 2026 ↗
Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust 112,2494.8M $2.05 %0.08 %as of Jul 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 107,4004.6M $0.05 %0.08 %as of Jul 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 105,4444.5M $0.33 %0.07 %as of Jul 31, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 105,0574.4M $2.38 %0.07 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 103,9644.4M $0.00 %0.07 %as of Jul 31, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 100,0004.2M $1.64 %0.07 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 99,8374.2M $0.19 %0.07 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 98,6864.2M $0.08 %0.07 %as of Jul 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 97,9494.1M $0.33 %0.07 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 93,9794M $0.33 %0.07 %as of Jun 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 92,3723.9M $0.92 %0.06 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 91,1673.9M $0.01 %0.06 %as of Jul 31, 2026 ↗
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 90,2763.8M $1.35 %0.06 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust 3.63 %as of Jun 30, 2026 ↗
DAVENPORT SMALL CAP FOCUS FUND Williamsburg Investment Trust 3.45 %as of Jun 30, 2026 ↗
Small-Company Stock Fund HOMESTEAD FUNDS INC 2.76 %as of Jun 30, 2026 ↗
Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust 2.57 %as of Jun 30, 2026 ↗
Columbia Select Small Cap Value Fund Columbia Funds Series Trust II 2.53 %as of May 31, 2026 ↗
Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II 2.46 %as of Jun 30, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 2.38 %as of Jun 30, 2026 ↗
Congress Small Cap Growth Fund Professionally Managed Portfolios 2.38 %as of Jul 31, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2.22 %as of Jun 30, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 2.10 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3329070,101,365+0.5 %
2026Q2329+1269,727,132+4.5 %
2026Q1317-466,737,370-2.4 %
2025Q4321+1268,380,962+2.5 %
2025Q3309-366,701,852+36.0 %
2025Q2312+849,052,051+9.1 %
2025Q1304+844,979,281+6.8 %
2024Q4296+1642,103,312+0.3 %
2024Q3280-241,967,259+10.6 %
2024Q2282037,928,469+4.2 %
2024Q1282-1336,412,701-3.5 %
2023Q429537,721,485

Institutional managers

425 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.20,557,827734.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP7,635,464272.9M $as of Mar 31, 2026
STATE STREET CORP7,367,487263.3M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.4,769,963170.5K $as of Mar 31, 2026
North Reef Capital Management LP4,285,000153.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,488,806124.7M $as of Mar 31, 2026
FRANKLIN RESOURCES INC3,358,989120.1M $as of Mar 31, 2026
EARNEST PARTNERS LLC2,455,98987.8M $as of Mar 31, 2026
CONGRESS ASSET MANAGEMENT CO2,241,87480.1M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC2,204,73678.8M $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC1,994,50771.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,780,34563.6M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC1,776,78663.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,573,52156.2M $as of Mar 31, 2026
GW&K Investment Management, LLC1,562,11155.8K $as of Mar 31, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP1,533,55954.8M $as of Mar 31, 2026
MORGAN STANLEY1,484,00753M $as of Mar 31, 2026
NORTHERN TRUST CORP1,436,30551.3M $as of Mar 31, 2026
Thrivent Financial for Lutherans1,418,38550.7K $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,380,23849.3M $as of Mar 31, 2026
Bank of New York Mellon Corp1,341,13947.9M $as of Mar 31, 2026
Nuveen, LLC1,337,33747.8M $as of Mar 31, 2026
Invesco Ltd.991,95335.5M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC951,37334M $as of Mar 31, 2026
Balyasny Asset Management L.P.930,72633.3M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Atlantic Union Bankshares Corp". https://titelia.com/en/stocks/atlantic-union-bankshares-corp-US04911A1079