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
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 89,6003.8M $0.58 %0.06 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 85,7073.6M $0.19 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 84,7323.2M $0.01 %0.06 %as of May 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 82,8823.5M $0.09 %0.06 %as of Jul 31, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 82,1003.5M $0.79 %0.06 %as of Jun 30, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 78,8503.3M $0.59 %0.06 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 78,2063.3M $0.14 %0.05 %as of Jul 31, 2026 ↗
AMG GW&K Small Cap Value Fund AMG Funds 78,1663.3M $1.39 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 78,0903.3M $0.01 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 77,1663.3M $0.01 %0.05 %as of Jun 30, 2026 ↗
Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II 76,7873.2M $2.46 %0.05 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 76,7333.2M $1.17 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 72,9713.1M $0.19 %0.05 %as of Jun 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 71,8353M $0.20 %0.05 %as of Jun 30, 2026 ↗
Small Cap Core Trust John Hancock Variable Insurance Trust 69,7943M $0.82 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 69,2292.9M $0.20 %0.05 %as of Jul 31, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 68,0962.9M $1.07 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 67,8732.9M $0.01 %0.05 %as of Jun 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 67,1352.8M $0.34 %0.05 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 65,2902.8M $0.02 %0.05 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 65,0792.4M $0.13 %0.05 %as of May 31, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 64,9492.7M $1.06 %0.05 %as of Jun 30, 2026 ↗
WesMark Small Company Fund WesMark Funds 62,7002.7M $1.42 %0.04 %as of Jun 30, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 60,9432.6M $1.58 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 57,0052.1M $0.16 %0.04 %as of May 31, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NYLIM VP FUNDS TRUST 56,4642.4M $0.56 %0.04 %as of Jun 30, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 54,1002.3M $0.67 %0.04 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 53,4292.3M $0.22 %0.04 %as of Jul 31, 2026 ↗
Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV 53,0002M $0.99 %0.04 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 52,8972.2M $0.09 %0.04 %as of Jul 31, 2026 ↗
Royce Smaller-Companies Growth Fund ROYCE FUND 52,0002.2M $0.92 %0.04 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 49,7062.1M $0.09 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 48,8792.1M $0.07 %0.03 %as of Jun 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 48,6892.1M $0.15 %0.03 %as of Jul 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 47,8932M $0.33 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 47,7252M $0.33 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 47,6632M $0.18 %0.03 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 47,5582M $0.22 %0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 45,8711.9M $0.18 %0.03 %as of Jun 30, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 45,6421.9M $1.14 %0.03 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 44,9541.9M $0.01 %0.03 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 44,1831.7M $0.01 %0.03 %as of May 31, 2026 ↗
Catholic Responsible Investments Small-Mid Cap Equity Fund Catholic Responsible Investments Funds 43,1101.8M $0.31 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 41,5621.8M $0.01 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 41,4711.8M $0.19 %0.03 %as of Jun 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 41,2731.7M $0.17 %0.03 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 41,0991.5M $0.06 %0.03 %as of May 31, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 39,9361.7M $0.90 %0.03 %as of Jun 30, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 39,7371.7M $1.32 %0.03 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 39,6781.7M $0.06 %0.03 %as of Jun 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 38,2071.6M $0.34 %0.03 %as of Jun 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 38,1731.6M $0.24 %0.03 %as of Jun 30, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 37,5001.6M $1.41 %0.03 %as of Jul 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 37,4021.6M $0.07 %0.03 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 36,6691.6M $0.22 %0.03 %as of Jul 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 35,9051.4M $0.03 %0.03 %as of May 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 34,71611.8M SEK0.04 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 34,4631.5M $0.02 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 33,7221.4M $0.01 %0.02 %as of Jul 31, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 32,9151.4M $0.07 %0.02 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 32,1241.4M $0.21 %0.02 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 32,0521.2M $0.01 %0.02 %as of May 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 31,4651.3M $0.19 %0.02 %as of Jun 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 31,0461.2M $0.22 %0.02 %as of May 31, 2026 ↗
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 31,0381.3M $1.21 %0.02 %as of Jun 30, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 30,0001.3M $0.59 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 29,1961.2M $0.18 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 28,3731.2M $0.18 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 28,3251.2M $0.09 %0.02 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 28,0591.2M $0.03 %0.02 %as of Jul 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 26,4791.1M $0.12 %0.02 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 26,0741.1M $0.05 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 25,2651.1M $0.08 %0.02 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 25,258950.2K $0.10 %0.02 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 23,8151M $0.12 %0.02 %as of Jun 30, 2026 ↗
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 23,7141M $0.37 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 23,442881.9K $0.37 %0.02 %as of May 31, 2026 ↗
Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust 22,751962.6K $1.49 %0.02 %as of Jun 30, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 22,680959.6K $0.27 %0.02 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 22,440949.4K $0.19 %0.02 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 22,164937.8K $0.20 %0.02 %as of Jun 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 21,823923.3K $0.07 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 21,787921.8K $0.19 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 21,599812.6K $0.06 %0.02 %as of May 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 21,591916.1K $0.22 %0.02 %as of Jul 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 20,502867.4K $0.47 %0.01 %as of Jun 30, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 19,681832.7K $1.61 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 19,275815.5K $0.19 %0.01 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 18,657701.9K $0.09 %0.01 %as of May 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 18,271775.2K $0.03 %0.01 %as of Jul 31, 2026 ↗
Carillon Chartwell Small Cap Value Fund Carillon Series Trust 17,876756.3K $1.62 %0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 17,571743.4K $0.04 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 17,536741.9K $0.06 %0.01 %as of Jun 30, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 17,320732.8K $0.83 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 17,095723.3K $0.18 %0.01 %as of Jun 30, 2026 ↗
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 16,777709.8K $1.22 %0.01 %as of Jun 30, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 16,391693.5K $0.32 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 16,383695.1K $0.09 %0.01 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 16,355692K $0.01 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 16,351693.8K $0.20 %0.01 %as of Jul 31, 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