Funds holding Atlantic Union Bankshares Corp
331 funds declare a position · 75 ETFs and 256 other funds · 2.5B $· 12.6M SEK · US04911A1079
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 201 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 15,995 | 571.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 202 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 15,439 | 551.8K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 203 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 15,320 | 576.8K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 204 | State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 14,622 | 522.6K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 205 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 14,252 | 509.4K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 206 | DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust | 14,218 | 535.3K $ | 1.56 % | as of Apr 30, 2026 · Original filing |
| 207 | AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 14,125 | 504.8K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 208 | TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 13,907 | 497K $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| 209 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 13,889 | 496.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 210 | T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 13,667 | 506.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 211 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 13,385 | 503.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 212 | Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC | 13,168 | 470.6K $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| 213 | iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 12,950 | 462.8K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 214 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 12,341 | 441.1K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 215 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 12,100 | 432.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 216 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 11,940 | 426.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 217 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 11,888 | 447.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 218 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 11,653 | 416.5K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 219 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 11,581 | 413.9K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 220 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 11,505 | 426.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 221 | Small Cap Value Fund VALIC Co I | 11,504 | 426.3K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 222 | iShares MSCI World Small-Cap ETF iShares Trust | 11,489 | 425.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 223 | SGI Small Cap Core Fund RBB Fund, Inc. | 11,463 | 424.8K $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 224 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,288 | 403.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 225 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 11,272 | 424.4K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 226 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 10,767 | 384.8K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 227 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 9,818 | 350.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 228 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 9,774 | 349.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 229 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 9,586 | 342.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 230 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 9,021 | 339.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 231 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 9,016 | 322.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 232 | T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 8,935 | 331.1K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 233 | Keeley Small Cap Fund Teton Westwood Funds | 8,916 | 318.7K $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 234 | ProShares Ultra Russell2000 ProShares Trust | 8,830 | 327.2K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 235 | ProShares UltraPro Russell2000 ProShares Trust | 8,803 | 326.2K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 236 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 8,799 | 314.5K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 237 | Adara Smaller Companies Fund RBB Fund, Inc. | 8,734 | 323.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 238 | Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 8,667 | 321.2K $ | 1.36 % | as of Feb 28, 2026 · Original filing |
| 239 | Columbia Global Opportunities Fund Columbia Funds Series Trust II | 8,518 | 320.7K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 240 | First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 8,492 | 319.7K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 241 | 1919 Financial Services Fund Advisor Managed Portfolios | 8,400 | 300.2K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 242 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 8,303 | 296.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 243 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 8,161 | 291.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 244 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,696 | 275.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 245 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 7,543 | 269.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 246 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 7,098 | 267.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 247 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 6,667 | 247.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 248 | LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,647 | 237.6K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 249 | ProShares Russell 2000 High Income ETF ProShares Trust | 6,184 | 229.2K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 250 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 5,952 | 220.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 251 | iShares Morningstar Small-Cap ETF iShares Trust | 5,762 | 216.9K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 252 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 5,572 | 206.5K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 253 | Clearwater Select Equity Fund Clearwater Investment Trust | 5,500 | 196.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 254 | SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 5,380 | 192.3K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 255 | BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 5,171 | 194.7K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 256 | Avantis U.S. Equity Fund American Century ETF Trust | 5,137 | 190.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 257 | S&P SmallCap Index Fund SHELTON FUNDS | 4,838 | 179.3K $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 258 | SmallCap Value Fund II Principal Funds, Inc | 4,647 | 175K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 259 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 4,603 | 164.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 260 | Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust | 4,575 | 163.5K $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 261 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 4,554 | 162.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 262 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 4,358 | 155.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 263 | PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 4,240 | 151.5K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 264 | American Century Small Cap Value Insights ETF American Century ETF Trust | 4,237 | 157K $ | 1.78 % | as of Feb 28, 2026 · Original filing |
| 265 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 4,121 | 147.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 266 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 4,040 | 152.1K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 267 | Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 3,970 | 149.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 268 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 3,837 | 137.1K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 269 | Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC | 3,591 | 128.3K $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| 270 | PROFUND VP SMALLCAP VALUE ProFunds | 3,571 | 127.6K $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 271 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 3,415 | 122.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 272 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 3,404 | 121.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 273 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 3,362 | 124.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 274 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 3,342 | 125.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 275 | THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 3,301 | 124.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 276 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 3,130 | 116K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 277 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 3,083 | 110.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 278 | WisdomTree Global High Dividend Fund WisdomTree Trust | 2,687 | 96K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 279 | Horizon Small/Mid Cap Core Equity ETF Horizon Funds | 2,661 | 98.6K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 280 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 2,635 | 99.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 281 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 2,625 | 97.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 282 | New Covenant Growth Fund NEW COVENANT FUNDS | 2,517 | 90K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 283 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,482 | 88.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 284 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 2,433 | 90.2K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 285 | THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 2,212 | 79.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 286 | Indecap Guide Global Offensiv Indecap Fonder AB | 2,163 | 736.4K SEK | 0.68 % | as of Mar 31, 2026 · Original filing |
| 287 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,161 | 77.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 288 | THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,045 | 73.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 289 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 2,013 | 71.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 290 | THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 1,962 | 73.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 291 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,895 | 67.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 292 | Adasina Social Justice All Cap Global ETF Tidal Trust I | 1,696 | 62.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 293 | Avantis Total Equity Markets ETF American Century ETF Trust | 1,689 | 62.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 294 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 1,684 | 63.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 295 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 1,666 | 62.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 296 | BANKS ULTRASECTOR PROFUND ProFunds | 1,662 | 62.6K $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| 297 | First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 1,638 | 61.7K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 298 | ULTRA SMALL CAP PROFUND ProFunds | 1,609 | 60.6K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 299 | AQR Small Cap Multi-Style Fund AQR Funds | 1,580 | 56.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 300 | ProShares Ultra SmallCap600 ProShares Trust | 1,561 | 57.9K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
Institutional managers
425 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 20,557,827 | 734.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 7,635,464 | 272.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 7,367,487 | 263.3M $ | as of Mar 31, 2026 |
| North Reef Capital Management LP | 4,285,000 | 153.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,488,806 | 124.7M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 3,358,989 | 120.1M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 2,455,989 | 87.8M $ | as of Mar 31, 2026 |
| CONGRESS ASSET MANAGEMENT CO | 2,241,874 | 80.1M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 2,204,736 | 78.8M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 1,994,507 | 71.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,780,345 | 63.6M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,776,786 | 63.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,573,521 | 56.2M $ | as of Mar 31, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,533,559 | 54.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,484,007 | 53M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,436,305 | 51.3M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,380,238 | 49.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,341,139 | 47.9M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,337,337 | 47.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 991,953 | 35.5M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 951,373 | 34M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 930,726 | 33.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 886,978 | 31.7M $ | as of Mar 31, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 829,469 | 29.6M $ | as of Mar 31, 2026 |
| LONDON CO OF VIRGINIA | 820,010 | 29.3M $ | as of Mar 31, 2026 |