Titelia

Fund shareholders of First United Corp

ISIN US33741H1077 · United States · LEI 549300G54QPXQLB4KN58

Fund shareholders
110
Of which ETFs
23 87 other funds
Value held
48.2M $
Share of capital
20.4 % of 6.5M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 195,0547.1M $0.00 %3.02 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 141,5485.2M $0.01 %2.19 %as of Mar 31, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 97,0663.4M $0.01 %1.50 %as of Feb 28, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 83,6773.1M $0.02 %1.30 %as of Apr 30, 2026
Huber Small Cap Value Fund Advisors Series Trust 78,0082.9M $3.11 %1.21 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 65,9632.4M $0.00 %1.02 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 58,4052.2M $0.01 %0.90 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 50,5701.9M $0.01 %0.78 %as of Mar 31, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 44,3111.6M $0.01 %0.69 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 37,4861.4M $0.01 %0.58 %as of Apr 30, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 35,2541.3M $0.01 %0.55 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 31,2241.1M $0.00 %0.48 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 29,6811.1M $0.01 %0.46 %as of Feb 28, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 29,1761.1M $0.09 %0.45 %as of Mar 31, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 25,628909K $0.02 %0.40 %as of Feb 27, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,024892.7K $0.01 %0.37 %as of Apr 30, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 23,161860.7K $0.01 %0.36 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 21,007780.6K $0.01 %0.33 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 15,319561.3K $0.05 %0.24 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14,079523.2K $0.00 %0.22 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 13,074485.8K $0.01 %0.20 %as of Apr 30, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 12,988482.6K $0.00 %0.20 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 11,270399.7K $0.00 %0.17 %as of Feb 28, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,716398.2K $0.00 %0.17 %as of Apr 30, 2026
Master Small Cap Index Series Quantitative Master Series LLC 10,430382.2K $0.01 %0.16 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 9,272328.9K $0.01 %0.14 %as of Feb 28, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 8,554303.4K $0.00 %0.13 %as of Feb 28, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 7,592278.2K $0.23 %0.12 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,574268.6K $0.03 %0.12 %as of Feb 28, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 7,369270K $0.02 %0.11 %as of Mar 31, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,901252.9K $0.03 %0.11 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 6,163225.8K $0.01 %0.10 %as of Mar 31, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 6,100226.7K $0.06 %0.09 %as of Apr 30, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 5,902219.3K $0.01 %0.09 %as of Apr 30, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 5,428201.7K $0.00 %0.08 %as of Apr 30, 2026
Small Cap Core Fund Northern Funds 4,874178.6K $0.05 %0.08 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,419156.7K $0.01 %0.07 %as of Feb 28, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,100150.2K $0.01 %0.06 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 4,065148.9K $0.00 %0.06 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 3,875142K $0.00 %0.06 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 3,120110.7K $0.00 %0.05 %as of Feb 28, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 2,869105.1K $0.00 %0.04 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 2,849105.9K $0.00 %0.04 %as of Apr 30, 2026
Small Cap Index Fund Northern Funds 2,786102.1K $0.01 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 2,64898.4K $0.01 %0.04 %as of Apr 30, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,63297.8K $0.01 %0.04 %as of Apr 30, 2026
Small-Cap Value Portfolio PACIFIC SELECT FUND 2,59995.2K $0.03 %0.04 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 2,44886.8K $0.01 %0.04 %as of Feb 28, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 2,29183.9K $0.12 %0.04 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 2,25482.6K $0.01 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,00073.3K $0.00 %0.03 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,63059.7K $0.01 %0.03 %as of Mar 31, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,58558.9K $0.01 %0.02 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 1,52956K $0.01 %0.02 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 1,50755.2K $0.01 %0.02 %as of Mar 31, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,50555.9K $0.00 %0.02 %as of Apr 30, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 1,49454.7K $0.00 %0.02 %as of Mar 31, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 1,47152.2K $0.00 %0.02 %as of Feb 28, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,39349.4K $0.02 %0.02 %as of Feb 28, 2026
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 1,26647K $0.00 %0.02 %as of Apr 30, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 1,19443.7K $0.01 %0.02 %as of Mar 31, 2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,15142.2K $0.04 %0.02 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,13441.5K $0.01 %0.02 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,12641.3K $0.02 %0.02 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 99136.8K $0.00 %0.02 %as of Apr 30, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 97035.5K $0.00 %0.02 %as of Mar 31, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 95034.8K $0.01 %0.01 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 84430.9K $0.01 %0.01 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 77828.5K $0.00 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 75327.6K $0.01 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 70626.2K $0.00 %0.01 %as of Apr 30, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 69925.6K $0.01 %0.01 %as of Mar 31, 2026
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 68625.5K $0.00 %0.01 %as of Apr 30, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 68425.4K $0.01 %0.01 %as of Apr 30, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 67023.8K $0.02 %0.01 %as of Feb 28, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 61923K $0.00 %0.01 %as of Apr 30, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 61522.5K $0.01 %0.01 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 57321K $0.02 %0.01 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 55520.6K $0.00 %0.01 %as of Apr 30, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 54320.2K $0.00 %0.01 %as of Apr 30, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 52319.4K $0.01 %0.01 %as of Apr 30, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 49918.3K $0.01 %0.01 %as of Mar 31, 2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 46116.9K $0.00 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 45716.2K $0.00 %0.01 %as of Feb 28, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 41415.4K $0.00 %0.01 %as of Apr 30, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 41015K $0.00 %0.01 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 40214.9K $0.00 %0.01 %as of Apr 30, 2026
ProShares Ultra Russell2000 ProShares Trust 37213.2K $0.00 %0.01 %as of Feb 28, 2026
ProShares UltraPro Russell2000 ProShares Trust 37213.2K $0.00 %0.01 %as of Feb 28, 2026
Small-Cap Equity Portfolio PACIFIC SELECT FUND 36013.2K $0.01 %0.01 %as of Mar 31, 2026
Longview Advantage ETF RBB Fund Trust 33712K $0.00 %0.01 %as of Feb 28, 2026
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 28610.5K $0.02 %0.00 %as of Mar 31, 2026
ProShares Russell 2000 High Income ETF ProShares Trust 2629.3K $0.01 %0.00 %as of Feb 28, 2026
SmallCap Value Fund II Principal Funds, Inc 2258.4K $0.00 %0.00 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2107.7K $0.00 %0.00 %as of Mar 31, 2026
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2097.4K $0.00 %0.00 %as of Feb 28, 2026
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2047.5K $0.00 %0.00 %as of Mar 31, 2026
Penn Series Small Cap Index Fund Penn Series Funds Inc 2007.3K $0.01 %0.00 %as of Mar 31, 2026
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1435.2K $0.00 %0.00 %as of Mar 31, 2026
ULTRA SMALL CAP PROFUND ProFunds 672.5K $0.00 %0.00 %as of Apr 30, 2026

Download this table: CSV, JSON

Report an error

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
Huber Small Cap Value Fund Advisors Series Trust 3.11 %as of Apr 30, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.23 %as of Mar 31, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.12 %as of Mar 31, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.09 %as of Mar 31, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 0.06 %as of Apr 30, 2026
Small Cap Core Fund Northern Funds 0.05 %as of Mar 31, 2026
iShares Micro-Cap ETF iShares Trust 0.05 %as of Mar 31, 2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 0.04 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 0.03 %as of Feb 28, 2026
Small-Cap Value Portfolio PACIFIC SELECT FUND 0.03 %as of Mar 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
2026Q211001,315,954-0.4 %
2026Q111001,320,867-1.6 %
2025Q4110+181,341,726+6.3 %
2025Q392+401,261,851+29.8 %
2025Q252+4972,351+2.7 %
2025Q148+2946,877-0.0 %
2024Q446+4946,927+1.2 %
2024Q342+4935,249+4.1 %
2024Q238+1898,668+0.3 %
2024Q1370895,860+0.9 %
2023Q437887,666

Institutional managers

82 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.390,91314.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP360,94213.2M $as of Mar 31, 2026
GENDELL JEFFREY L178,3526.5M $as of Mar 31, 2026
De Lisle Partners LLP164,3906M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC139,5685.1M $as of Mar 31, 2026
Huber Capital Management LLC119,9374.4M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC113,3604.2M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC103,5953.8M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP100,5713.7M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC94,7063.5K $as of Mar 31, 2026
STATE STREET CORP87,3563.2M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC75,7802.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC64,2632.4M $as of Mar 31, 2026
NORTHERN TRUST CORP59,4832.2M $as of Mar 31, 2026
Pinnacle Holdings, LLC58,9762.2M $as of Mar 31, 2026
MORGAN STANLEY53,6602M $as of Mar 31, 2026
Empowered Funds, LLC38,1121.4M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP37,7571.4M $as of Mar 31, 2026
Daytona Street Capital LLC37,1301.4M $as of Mar 31, 2026
Qube Research & Technologies Ltd28,7851.1M $as of Mar 31, 2026
MARSHALL WACE, LLP28,6201M $as of Mar 31, 2026
Bank of New York Mellon Corp23,989879K $as of Mar 31, 2026
Angel Oak Capital Advisors, LLC23,700868.4K $as of Mar 31, 2026
CITADEL ADVISORS LLC23,149848.2K $as of Mar 31, 2026
LSV ASSET MANAGEMENT22,706832 $as of Mar 31, 2026

Declared shareholders of First United Corp

There is 1 beneficial ownership filing. 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
BlackRock, Inc. 4.99 %324,758as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of First United Corp". https://titelia.com/en/stocks/first-united-corp-US33741H1077