Funds holding First United Corp
110 funds declare a position · 23 ETFs and 87 other funds · 48.2M $ · US33741H1077
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 195,054 | 7.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 141,548 | 5.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 97,066 | 3.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 4 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 83,677 | 3.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 5 | Huber Small Cap Value Fund Advisors Series Trust | 78,008 | 2.9M $ | 3.11 % | as of Apr 30, 2026 · Original filing |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 65,963 | 2.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 7 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 58,405 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 8 | iShares Russell 2000 Value ETF iShares Trust | 50,570 | 1.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 9 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 44,311 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 10 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 37,486 | 1.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 11 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 35,254 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 12 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 31,224 | 1.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 13 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 29,681 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 14 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 29,176 | 1.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 15 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 25,628 | 909K $ | 0.02 % | as of Feb 27, 2026 · Original filing |
| 16 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,024 | 892.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 17 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 23,161 | 860.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 18 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 21,007 | 780.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 19 | iShares Micro-Cap ETF iShares Trust | 15,319 | 561.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 20 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 14,079 | 523.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 21 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 13,074 | 485.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 22 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 12,988 | 482.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 23 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 11,270 | 399.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 24 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 10,716 | 398.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 25 | Master Small Cap Index Series Quantitative Master Series LLC | 10,430 | 382.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 26 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 9,272 | 328.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 27 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 8,554 | 303.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 28 | Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 7,592 | 278.2K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 29 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 7,574 | 268.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 30 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 7,369 | 270K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 31 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,901 | 252.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 32 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 6,163 | 225.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 33 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 6,100 | 226.7K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 34 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 5,902 | 219.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 35 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,428 | 201.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 36 | Small Cap Core Fund Northern Funds | 4,874 | 178.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 37 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,419 | 156.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 38 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,100 | 150.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 39 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 4,065 | 148.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 40 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,875 | 142K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 41 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 3,120 | 110.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 42 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 2,869 | 105.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 43 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 2,849 | 105.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 44 | Small Cap Index Fund Northern Funds | 2,786 | 102.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 45 | Global X Russell 2000 ETF GLOBAL X FUNDS | 2,648 | 98.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 46 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,632 | 97.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 47 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 2,599 | 95.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 48 | Small Cap Index Fund VALIC Co I | 2,448 | 86.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 49 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 2,291 | 83.9K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 50 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 2,254 | 82.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 51 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 2,000 | 73.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 52 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 1,630 | 59.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 53 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,585 | 58.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 54 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 1,529 | 56K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 55 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 1,507 | 55.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 56 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,505 | 55.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 57 | AST Small-Cap Equity Portfolio Advanced Series Trust | 1,494 | 54.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 58 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 1,471 | 52.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 59 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,393 | 49.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 60 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 1,266 | 47K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 61 | Small Cap Index Trust John Hancock Variable Insurance Trust | 1,194 | 43.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 62 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,151 | 42.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 63 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,134 | 41.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 64 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,126 | 41.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 65 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 991 | 36.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 66 | EQ/Small Company Index Portfolio EQ Advisors Trust | 970 | 35.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 67 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 950 | 34.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 68 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 844 | 30.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 69 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 778 | 28.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 70 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 753 | 27.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 71 | Victory Extended Market Index Fund Victory Portfolios III | 706 | 26.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 72 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 699 | 25.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 73 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 686 | 25.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 74 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 684 | 25.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 75 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 670 | 23.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 76 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 619 | 23K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 77 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 615 | 22.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 78 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 573 | 21K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 79 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 555 | 20.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 80 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 543 | 20.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 81 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 523 | 19.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 82 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 499 | 18.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 83 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 461 | 16.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 84 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 457 | 16.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 85 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 414 | 15.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 86 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 410 | 15K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 87 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 402 | 14.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 88 | ProShares Ultra Russell2000 ProShares Trust | 372 | 13.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 89 | ProShares UltraPro Russell2000 ProShares Trust | 372 | 13.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 90 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 360 | 13.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 91 | Longview Advantage ETF RBB Fund Trust | 337 | 12K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 92 | Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 286 | 10.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 93 | ProShares Russell 2000 High Income ETF ProShares Trust | 262 | 9.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 94 | SmallCap Value Fund II Principal Funds, Inc | 225 | 8.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 95 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 210 | 7.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 96 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 209 | 7.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 97 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 204 | 7.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 98 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 200 | 7.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 99 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 143 | 5.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 100 | ULTRA SMALL CAP PROFUND ProFunds | 67 | 2.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
Institutional managers
82 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. | 390,913 | 14.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 360,942 | 13.2M $ | as of Mar 31, 2026 |
| GENDELL JEFFREY L | 178,352 | 6.5M $ | as of Mar 31, 2026 |
| De Lisle Partners LLP | 164,390 | 6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 139,568 | 5.1M $ | as of Mar 31, 2026 |
| Huber Capital Management LLC | 119,937 | 4.4M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 113,360 | 4.2M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 103,595 | 3.8M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 100,571 | 3.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 87,356 | 3.2M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 75,780 | 2.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 64,263 | 2.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 59,483 | 2.2M $ | as of Mar 31, 2026 |
| Pinnacle Holdings, LLC | 58,976 | 2.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 53,660 | 2M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 38,112 | 1.4M $ | as of Mar 31, 2026 |
| Daytona Street Capital LLC | 37,130 | 1.4M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 37,757 | 1.4M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 28,785 | 1.1M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 28,620 | 1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 23,989 | 879K $ | as of Mar 31, 2026 |
| Angel Oak Capital Advisors, LLC | 23,700 | 868.4K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 23,149 | 848.2K $ | as of Mar 31, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | 22,611 | 828.5K $ | as of Mar 31, 2026 |
| SummerHaven Investment Management, LLC | 22,372 | 819.7K $ | as of Mar 31, 2026 |