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
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 15,995571.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 15,439551.8K $0.17 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 15,320576.8K $0.16 %0.01 %as of Apr 30, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 14,622522.6K $0.11 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 14,252509.4K $0.16 %0.01 %as of Mar 31, 2026 ↗
DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust 14,218535.3K $1.56 %0.01 %as of Apr 30, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 14,125504.8K $0.19 %0.01 %as of Mar 31, 2026 ↗
TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 13,907497K $1.74 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 13,889496.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 13,667506.5K $0.02 %0.01 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 13,385503.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC 13,168470.6K $1.45 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 12,950462.8K $0.38 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 12,341441.1K $0.35 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 12,100432.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 11,940426.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 11,888447.6K $0.02 %0.01 %as of Apr 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 11,653416.5K $0.22 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 11,581413.9K $0.16 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 11,505426.4K $0.01 %0.01 %as of Feb 28, 2026 ↗
Small Cap Value Fund VALIC Co I 11,504426.3K $0.17 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 11,489425.8K $0.05 %0.01 %as of Feb 28, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 11,463424.8K $0.35 %0.01 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,288403.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 11,272424.4K $0.16 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 10,767384.8K $0.17 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 9,818350.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 9,774349.3K $0.09 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 9,586342.6K $0.07 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 9,021339.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 9,016322.2K $0.10 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 8,935331.1K $0.02 %0.01 %as of Feb 28, 2026 ↗
Keeley Small Cap Fund Teton Westwood Funds 8,916318.7K $0.37 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 8,830327.2K $0.12 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 8,803326.2K $0.10 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 8,799314.5K $0.17 %0.01 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 8,734323.7K $0.04 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 8,667321.2K $1.36 %0.01 %as of Feb 28, 2026 ↗
Columbia Global Opportunities Fund Columbia Funds Series Trust II 8,518320.7K $0.10 %0.01 %as of Apr 30, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 8,492319.7K $0.15 %0.01 %as of Apr 30, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 8,400300.2K $0.32 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 8,303296.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 8,161291.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,696275.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 7,543269.6K $0.02 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 7,098267.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 6,667247.1K $0.03 %0.00 %as of Feb 28, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,647237.6K $0.12 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 6,184229.2K $0.15 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 5,952220.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 5,762216.9K $0.08 %0.00 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,572206.5K $0.07 %0.00 %as of Feb 28, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 5,500196.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 5,380192.3K $0.15 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 5,171194.7K $0.24 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 5,137190.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 4,838179.3K $0.33 %0.00 %as of Feb 28, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 4,647175K $0.01 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,603164.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust 4,575163.5K $0.75 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 4,554162.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 4,358155.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 4,240151.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 4,237157K $1.78 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,121147.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 4,040152.1K $0.20 %0.00 %as of Apr 30, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 3,970149.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 3,837137.1K $0.17 %0.00 %as of Mar 31, 2026 ↗
Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC 3,591128.3K $1.45 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 3,571127.6K $0.65 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 3,415122.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 3,404121.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 3,362124.6K $0.02 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 3,342125.8K $0.03 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 3,301124.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 3,130116K $0.01 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 3,083110.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 2,68796K $0.07 %0.00 %as of Mar 31, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 2,66198.6K $0.18 %0.00 %as of Feb 28, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 2,63599.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 2,62597.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 2,51790K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,48288.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,43390.2K $0.08 %0.00 %as of Feb 28, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 2,21279.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Indecap Guide Global Offensiv Indecap Fonder AB 2,163736.4K SEK0.68 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,16177.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,04573.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 2,01371.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 1,96273.9K $0.02 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,89567.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 1,69662.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1,68962.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,68463.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,66662.7K $0.01 %0.00 %as of Apr 30, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 1,66262.6K $0.79 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,63861.7K $0.04 %0.00 %as of Apr 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 1,60960.6K $0.10 %0.00 %as of Apr 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 1,58056.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 1,56157.9K $0.23 %0.00 %as of Feb 28, 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