Titelia

Fund shareholders of Atlantic Union Bankshares Corp

ISIN US04911A1079 · United States

Fund shareholders
331
Of which ETFs
75 256 other funds
Value held
2.5B $ 12.6M SEK
Share of capital
48.8 % of 142.8M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 8,506,572304M $0.33 %5.96 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,539,136162.2M $0.01 %3.18 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 3,434,771122.8M $0.17 %2.41 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,286,391117.5M $0.07 %2.30 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,092,84674.8M $0.12 %1.47 %as of Mar 31, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 1,908,65171.9M $1.76 %1.34 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,843,35369.4M $0.37 %1.29 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,582,02556.5M $0.07 %1.11 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 1,547,18755.3M $1.49 %1.08 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,413,58353.2M $0.16 %0.99 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 1,385,30849.5M $0.65 %0.97 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,283,72145.9M $0.33 %0.90 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 1,221,89943.7M $0.35 %0.86 %as of Mar 31, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 1,200,00042.9M $1.35 %0.84 %as of Mar 31, 2026 ↗
Congress Small Cap Growth Fund Professionally Managed Portfolios 1,125,00042.4M $2.19 %0.79 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 986,91235.3M $0.44 %0.69 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 911,05332.6M $0.35 %0.64 %as of Mar 31, 2026 ↗
Harbor Small Cap Value Fund HARBOR FUNDS 901,40833.9M $1.34 %0.63 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 890,81331.8M $0.33 %0.62 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 889,75033.5M $0.21 %0.62 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 864,14332.5M $1.11 %0.61 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 743,68027.6M $0.07 %0.52 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 742,51726.5M $0.65 %0.52 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 715,37926.9M $0.36 %0.50 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 706,73926.2M $0.17 %0.49 %as of Feb 28, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 702,83726.5M $0.19 %0.49 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 692,75025.7M $0.12 %0.49 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 634,20022.7M $0.02 %0.44 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 630,32523.7M $0.13 %0.44 %as of Apr 30, 2026 ↗
Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust 629,98422.5M $1.51 %0.44 %as of Mar 31, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 555,59219.9M $1.72 %0.39 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 555,27920.9M $0.02 %0.39 %as of Apr 30, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 539,60119.3M $0.45 %0.38 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 528,33419.9M $0.27 %0.37 %as of Apr 30, 2026 ↗
DAVENPORT SMALL CAP FOCUS FUND Williamsburg Investment Trust 511,88218.3M $3.07 %0.36 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 488,48418.1M $0.33 %0.34 %as of Feb 28, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 487,58518.4M $0.48 %0.34 %as of Apr 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 486,57818.3M $2.01 %0.34 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 444,07816.7M $0.12 %0.31 %as of Apr 30, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 425,65816M $1.50 %0.30 %as of Apr 30, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 368,12913.2M $1.41 %0.26 %as of Mar 31, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 366,80713.1M $2.30 %0.26 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 365,20213.1M $1.02 %0.26 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 356,49213.2M $0.13 %0.25 %as of Feb 28, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 341,14212.2M $0.33 %0.24 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 313,92911.2M $0.12 %0.22 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 313,50111.6M $0.68 %0.22 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 313,00311.8M $0.16 %0.22 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 308,18511.4M $1.21 %0.22 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 286,75310.8M $0.02 %0.20 %as of Apr 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 283,16010.1M $0.28 %0.20 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 281,86410.1M $1.13 %0.20 %as of Mar 31, 2026 ↗
Columbia Select Small Cap Value Fund Columbia Funds Series Trust II 276,62510.3M $2.56 %0.19 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 266,5389.9M $0.01 %0.19 %as of Feb 28, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 261,9469.4M $0.53 %0.18 %as of Mar 31, 2026 ↗
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 258,1419.2M $0.13 %0.18 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 238,2419M $0.31 %0.17 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 238,1418.8M $0.06 %0.17 %as of Feb 28, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust 237,7068.5M $3.48 %0.17 %as of Mar 31, 2026 ↗
AMG GW&K Small/Mid Cap Core Fund AMG Funds 236,4758.5M $1.18 %0.17 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 233,8598.8M $0.02 %0.16 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 231,8318.3M $0.17 %0.16 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 226,8508.4M $0.33 %0.16 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 219,2457.8M $0.33 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 211,4647.8M $0.01 %0.15 %as of Feb 28, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 198,2267.3M $0.61 %0.14 %as of Feb 28, 2026 ↗
Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust 192,9516.9M $2.56 %0.14 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 176,7956.3M $0.35 %0.12 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 176,7906.3M $0.01 %0.12 %as of Mar 31, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 174,6216.6M $1.01 %0.12 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 173,5166.4M $0.98 %0.12 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 168,3816.3M $0.16 %0.12 %as of Apr 30, 2026 ↗
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 163,2236.1M $1.34 %0.11 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 156,4575.9M $0.01 %0.11 %as of Apr 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 152,7665.5M $0.32 %0.11 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 149,0155.3M $0.16 %0.10 %as of Mar 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 148,0005.3M $0.14 %0.10 %as of Mar 31, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 141,2145.3M $1.80 %0.10 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 140,8585.3M $0.48 %0.10 %as of Apr 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 140,1515M $0.17 %0.10 %as of Mar 31, 2026 ↗
Small-Company Stock Fund HOMESTEAD FUNDS INC 139,4925M $2.50 %0.10 %as of Mar 31, 2026 ↗
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 135,9995.1M $1.93 %0.10 %as of Apr 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 132,1425M $1.00 %0.09 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 124,6824.7M $0.01 %0.09 %as of Apr 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 120,9684.3M $0.32 %0.08 %as of Mar 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 116,1434.2M $0.25 %0.08 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 111,4414.2M $0.31 %0.08 %as of Apr 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 107,4004M $0.04 %0.08 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 107,2284M $0.66 %0.08 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 105,3863.9M $0.35 %0.07 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 103,2383.7M $1.42 %0.07 %as of Mar 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 101,9313.6M $0.33 %0.07 %as of Mar 31, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 100,0003.6M $1.57 %0.07 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 99,6153.7M $0.00 %0.07 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 98,6863.7M $0.07 %0.07 %as of Apr 30, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 98,0103.5M $2.23 %0.07 %as of Mar 31, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 96,2003.6M $0.55 %0.07 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 95,7233.6M $0.00 %0.07 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 94,6323.4M $0.33 %0.07 %as of Mar 31, 2026 ↗
Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust 93,3723.5M $1.58 %0.07 %as of Apr 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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 3.48 %as of Mar 31, 2026 ↗
DAVENPORT SMALL CAP FOCUS FUND Williamsburg Investment Trust 3.07 %as of Mar 31, 2026 ↗
Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust 2.56 %as of Mar 31, 2026 ↗
Columbia Select Small Cap Value Fund Columbia Funds Series Trust II 2.56 %as of Feb 28, 2026 ↗
Small-Company Stock Fund HOMESTEAD FUNDS INC 2.50 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II 2.31 %as of Mar 31, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2.30 %as of Mar 31, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 2.23 %as of Mar 31, 2026 ↗
Congress Small Cap Growth Fund Professionally Managed Portfolios 2.19 %as of Apr 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 2.01 %as of Apr 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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

Declared shareholders of Atlantic Union Bankshares Corp

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.16 %8,812,926as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.21 %7,466,061as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Atlantic Union Bankshares Corp". https://titelia.com/en/stocks/atlantic-union-bankshares-corp-US04911A1079