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
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 91,7373.3M $0.17 %0.06 %as of Mar 31, 2026 ↗
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 90,2763.2M $1.23 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 85,3183.2M $0.01 %0.06 %as of Apr 30, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 84,5003M $0.57 %0.06 %as of Mar 31, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 84,0953M $0.75 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 83,7743.1M $0.01 %0.06 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 80,4863M $0.13 %0.06 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 79,8802.9M $0.00 %0.06 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 79,6972.8M $0.18 %0.06 %as of Mar 31, 2026 ↗
AMG GW&K Small Cap Value Fund AMG Funds 79,0862.8M $1.40 %0.06 %as of Mar 31, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 78,2272.8M $1.69 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 73,3342.8M $0.01 %0.05 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II 72,6262.6M $2.31 %0.05 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 71,3952.6M $0.11 %0.05 %as of Mar 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 71,2902.5M $0.18 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 70,6532.7M $0.31 %0.05 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 69,5432.5M $1.03 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 68,3802.4M $0.01 %0.05 %as of Mar 31, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 67,2442.4M $0.95 %0.05 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 66,1622.4M $0.17 %0.05 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 64,0442.4M $0.02 %0.04 %as of Apr 30, 2026 ↗
WesMark Small Company Fund WesMark Funds 62,7002.2M $1.44 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 61,8262.3M $0.16 %0.04 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 58,2272.2M $0.13 %0.04 %as of Feb 28, 2026 ↗
Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust 57,9622.1M $1.32 %0.04 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 57,3362.1M $0.17 %0.04 %as of Feb 28, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 56,2762M $0.56 %0.04 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 53,2302M $0.32 %0.04 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 53,0501.9M $0.17 %0.04 %as of Mar 31, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 52,9361.9M $0.84 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 50,8031.9M $0.26 %0.04 %as of Apr 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 50,7941.9M $0.14 %0.04 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 50,0211.9M $0.08 %0.04 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 49,6531.8M $0.33 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 49,6061.8M $0.09 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 49,4791.8M $0.07 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 48,4971.7M $0.33 %0.03 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 47,5581.8M $0.21 %0.03 %as of Apr 30, 2026 ↗
Royce Smaller-Companies Growth Fund ROYCE FUND 47,0001.7M $0.94 %0.03 %as of Mar 31, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 45,8841.6M $1.13 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 44,9681.6M $0.17 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 44,9541.7M $0.01 %0.03 %as of Apr 30, 2026 ↗
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 44,5041.6M $1.60 %0.03 %as of Mar 31, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 44,2001.6M $0.09 %0.03 %as of Mar 31, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 43,1381.6M $1.03 %0.03 %as of Apr 30, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 42,0001.5M $0.49 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 41,9761.5M $0.01 %0.03 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 41,8801.5M $0.23 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 41,8221.5M $0.16 %0.03 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 41,2141.5M $0.07 %0.03 %as of Feb 28, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 40,3131.4M $1.26 %0.03 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 40,1631.5M $0.01 %0.03 %as of Feb 28, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 39,5691.4M $0.33 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 37,7861.4M $0.06 %0.03 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 37,3371.3M $0.17 %0.03 %as of Mar 31, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 37,1001.4M $1.35 %0.03 %as of Apr 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 37,1001.4M $0.15 %0.03 %as of Feb 28, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 36,2801.3M $0.03 %0.03 %as of Feb 28, 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 34,4631.3M $0.02 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 32,3451.2M $0.01 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 32,1241.2M $0.20 %0.02 %as of Apr 30, 2026 ↗
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 31,9511.1M $0.43 %0.02 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 31,0461.2M $0.22 %0.02 %as of Feb 28, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 30,2271.1M $0.12 %0.02 %as of Mar 31, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 30,0001.1M $0.59 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 29,5581.1M $0.01 %0.02 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 28,2901M $0.17 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 27,6661M $0.16 %0.02 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 26,558999.9K $0.03 %0.02 %as of Apr 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 26,549948.9K $0.12 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 26,371942.5K $0.11 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 25,597914.8K $0.17 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 24,923923.6K $0.10 %0.02 %as of Feb 28, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 24,794933.5K $0.05 %0.02 %as of Apr 30, 2026 ↗
Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust 24,161863.5K $1.50 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 23,880899.1K $0.12 %0.02 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 23,815851.1K $0.11 %0.02 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 23,425837.2K $0.06 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 22,080818.3K $0.36 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 21,827821.8K $0.07 %0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 21,599800.5K $0.06 %0.02 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 21,410806.1K $0.20 %0.01 %as of Apr 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 21,365763.6K $0.17 %0.01 %as of Mar 31, 2026 ↗
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 20,635737.5K $1.39 %0.01 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 20,502732.7K $0.44 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 19,959713.3K $0.17 %0.01 %as of Mar 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 19,760706.2K $0.23 %0.01 %as of Mar 31, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 19,268688.6K $1.40 %0.01 %as of Mar 31, 2026 ↗
Carillon Chartwell Small Cap Value Fund Carillon Series Trust 18,543662.7K $1.61 %0.01 %as of Mar 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 18,475660.3K $0.39 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 18,271687.9K $0.03 %0.01 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 17,571628K $0.03 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 17,536626.7K $0.06 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 17,333619.5K $0.17 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 17,087610.7K $0.17 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 16,794600.2K $0.18 %0.01 %as of Mar 31, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 16,696596.7K $0.84 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 16,225579.9K $0.33 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 16,174609K $0.08 %0.01 %as of Apr 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 3.48 %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
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Titelia. "Fund shareholders of Atlantic Union Bankshares Corp". https://titelia.com/en/stocks/atlantic-union-bankshares-corp-US04911A1079