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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 1,476 | 52.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,457 | 52.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,425 | 50.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust | 1,300 | 46.5K $ | 1.67 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 1,106 | 39.5K $ | 0.99 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 1,097 | 39.2K $ | 0.55 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 970 | 36.5K $ | 0.60 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 935 | 34.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 777 | 29.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 743 | 28K $ | 0.25 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 740 | 26.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 699 | 25K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 658 | 23.5K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 610 | 21.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 602 | 22.7K $ | 0.15 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 590 | 21.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 485 | 18.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 477 | 17K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 401 | 14.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 361 | 12.9K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 336 | 12.7K $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 322 | 11.5K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 260 | 9.8K $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 230 | 8.7K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 222 | 7.9K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 192 | 6.9K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 146 | 5.4K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 47 | 1.7K $ | 0.16 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 37 | 1.3K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 35 | 1.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 27 | 965 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 329 | +12 | 69,727,132 | +4.5 % |
| 2026Q1 | 317 | -4 | 66,737,370 | -2.4 % |
| 2025Q4 | 321 | +12 | 68,380,962 | +2.5 % |
| 2025Q3 | 309 | -3 | 66,701,852 | +36.0 % |
| 2025Q2 | 312 | +8 | 49,052,051 | +9.1 % |
| 2025Q1 | 304 | +8 | 44,979,281 | +6.8 % |
| 2024Q4 | 296 | +16 | 42,103,312 | +0.3 % |
| 2024Q3 | 280 | -2 | 41,967,259 | +10.6 % |
| 2024Q2 | 282 | 0 | 37,928,469 | +4.2 % |
| 2024Q1 | 282 | -13 | 36,412,701 | -3.5 % |
| 2023Q4 | 295 | 37,721,485 |
Institutional managers
425 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| T. Rowe Price Investment Management, Inc. | 4,769,963 | 170.5K $ | 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 |
| GW&K Investment Management, LLC | 1,562,111 | 55.8K $ | 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 |
| Thrivent Financial for Lutherans | 1,418,385 | 50.7K $ | 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 |
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 6.16 % | 8,812,926 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.21 % | 7,466,061 | as 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