Titelia

Fund shareholders of First United Corp

ISIN US33741H1077 · United States · LEI 549300G54QPXQLB4KN58

Fund shareholders
111
Of which ETFs
23 88 other funds
Value held
59.6M $
Share of capital
21.3 % of 6.5M shares on Jul 31, 2026

111 funds hold this company. This table lists the 110 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 195,0548.6M $0.00 %3.02 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 166,1077.3M $0.01 %2.57 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 97,0663.8M $0.01 %1.50 %as of May 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 83,6773.7M $0.02 %1.30 %as of Jul 31, 2026 ↗
Huber Small Cap Value Fund Advisors Series Trust 78,0083.4M $3.35 %1.21 %as of Jul 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 66,0102.9M $0.01 %1.02 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 65,7222.9M $0.00 %1.02 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 60,0942.7M $0.02 %0.93 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 44,3112M $0.01 %0.69 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 37,5531.7M $0.01 %0.58 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 35,2541.6M $0.01 %0.55 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 31,0071.2M $0.01 %0.48 %as of May 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 29,1761.3M $0.10 %0.45 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 28,6011.1M $0.00 %0.44 %as of May 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 25,209996.8K $0.02 %0.39 %as of May 29, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,0241.1M $0.01 %0.37 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 23,4821M $0.01 %0.36 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 21,007927.2K $0.01 %0.33 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 20,983925.6K $0.06 %0.33 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 14,783652.5K $0.01 %0.23 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14,079621.4K $0.00 %0.22 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 12,988573.3K $0.00 %0.20 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 11,270445.6K $0.00 %0.17 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,716473K $0.00 %0.17 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 10,430460.1K $0.01 %0.16 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 9,272366.6K $0.01 %0.14 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 9,101359.9K $0.00 %0.14 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 8,833389.9K $0.01 %0.14 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 8,462373.3K $0.02 %0.13 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,676303.5K $0.03 %0.12 %as of May 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 7,672338.4K $0.01 %0.12 %as of Jun 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 7,592334.9K $0.23 %0.12 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,901304.4K $0.03 %0.11 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 6,100269.3K $0.06 %0.09 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 6,093268.8K $0.00 %0.09 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 5,428239.6K $0.00 %0.08 %as of Jul 31, 2026 ↗
Small Cap Core Fund Northern Funds 4,717208.1K $0.05 %0.07 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,620182.7K $0.01 %0.07 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,100180.9K $0.01 %0.06 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 3,974157.1K $0.00 %0.06 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 3,453152.3K $0.00 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 3,350147.8K $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 3,188140.6K $0.01 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 2,897127.9K $0.01 %0.04 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 2,869126.6K $0.00 %0.04 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 2,849125.8K $0.00 %0.04 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,632116.2K $0.01 %0.04 %as of Jul 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 2,599114.6K $0.03 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 2,44896.8K $0.01 %0.04 %as of May 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 2,25499.4K $0.01 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,00088.2K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,63071.9K $0.01 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,58570K $0.01 %0.02 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,51366.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 1,50766.5K $0.01 %0.02 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,50566.4K $0.00 %0.02 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 1,49465.9K $0.00 %0.02 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 1,49465.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 1,47158.2K $0.00 %0.02 %as of May 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,38060.9K $0.03 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 1,26655.9K $0.00 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 1,19452.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 1,19052.5K $0.00 %0.02 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,07947.6K $0.05 %0.02 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,03445.6K $0.01 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 99143.7K $0.00 %0.02 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 96042.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 95041.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 94641.8K $0.00 %0.01 %as of Jul 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 94637.4K $0.01 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 91740.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 77834.3K $0.00 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 70931.3K $0.00 %0.01 %as of Jul 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 68630.3K $0.00 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 68430.2K $0.01 %0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 67026.5K $0.02 %0.01 %as of May 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 61527.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 57325.3K $0.02 %0.01 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 55524.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 54324K $0.00 %0.01 %as of Jul 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 52323.1K $0.01 %0.01 %as of Jul 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 49922K $0.01 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 46120.3K $0.00 %0.01 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 45920.3K $0.00 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 45718.1K $0.00 %0.01 %as of May 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 45518K $0.00 %0.01 %as of May 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 43019K $0.00 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 41418.3K $0.00 %0.01 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 40217.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 36015.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 31213.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 28411.2K $0.01 %0.00 %as of May 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 25911.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2268.9K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2228.8K $0.00 %0.00 %as of May 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2098.3K $0.00 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2049K $0.00 %0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2008.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1436.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 783.4K $0.01 %0.00 %as of Jul 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Mandarine Funds - Mandarine Global Microcap Mandarine Gestion 0.47 %as of Jun 30, 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.

FundWeight in fund
Huber Small Cap Value Fund Advisors Series Trust 3.35 %as of Jul 31, 2026 ↗
Mandarine Funds - Mandarine Global Microcap Mandarine Gestion 0.47 %as of Jun 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.23 %as of Jun 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.10 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 0.06 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.06 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 0.05 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 0.05 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 0.03 %as of May 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.03 %as of Jun 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
2026Q311001,375,274+4.5 %
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. 5.90 %378,880as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

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