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

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside 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 SEC quarterly data set, newest first. The change is read against the quarter before it.

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 25 largest follow.

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

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
BlackRock, Inc. 4.99 %324,758as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of First United Corp". https://titelia.com/en/stocks/first-united-corp-US33741H1077