Funds holding United Bancorp Inc/OH
ISIN US9099111091 · United States
- Fund holders
- 25
- Of which ETFs
- 7 18 other funds
- Value held
- 3.1M $
- Share of capital
- 3.5 % of 5.7M shares on Aug 7, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 62,544 | 951.3K $ | 0.00 % | 1.09 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 27,619 | 411.5K $ | 0.00 % | 0.48 % | as of Feb 28, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 26,944 | 409.8K $ | 0.47 % | as of Mar 31, 2026 ↗ | |
| iShares Micro-Cap ETF iShares Trust | 12,817 | 194.9K $ | 0.02 % | 0.22 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,080 | 181.5K $ | 0.00 % | 0.19 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 8,794 | 131K $ | 0.00 % | 0.15 % | as of Feb 28, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 8,400 | 127.8K $ | 0.01 % | 0.15 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 7,273 | 108.4K $ | 0.00 % | 0.13 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,663 | 92.8K $ | 0.00 % | 0.10 % | as of Apr 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,772 | 78.2K $ | 0.00 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 3,975 | 65.1K $ | 0.00 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 3,371 | 55.2K $ | 0.00 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 3,298 | 54K $ | 0.00 % | 0.06 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,991 | 49K $ | 0.00 % | 0.05 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,256 | 37K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 1,421 | 21.6K $ | 0.02 % | as of Mar 31, 2026 ↗ | |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,200 | 19.7K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 1,060 | 16.1K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 904 | 13.7K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 808 | 13.2K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 807 | 13.2K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 807 | 12.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 803 | 13.2K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 685 | 11.2K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 4 | 65.5 $ | 0.00 % | as of Apr 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.
| Fund | Weight in fund | |
|---|---|---|
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Mar 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 0.00 % | 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 | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 25 | 0 | 200,296 | +11.0 % |
| 2026Q1 | 25 | +1 | 180,371 | +1.3 % |
| 2025Q4 | 24 | 0 | 178,132 | -8.6 % |
| 2025Q3 | 24 | +1 | 194,921 | +7.7 % |
| 2025Q2 | 23 | +1 | 180,914 | +4.3 % |
| 2025Q1 | 22 | +1 | 173,504 | -2.1 % |
| 2024Q4 | 21 | +2 | 177,207 | +4.9 % |
| 2024Q3 | 19 | +1 | 169,007 | -3.4 % |
| 2024Q2 | 18 | 0 | 174,933 | +0.1 % |
| 2024Q1 | 18 | -1 | 174,674 | -0.4 % |
| 2023Q4 | 19 | 175,303 |
Institutional managers
29 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Commonwealth Financial Services, LLC | 87,355 | 1.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 49,669 | 755.7K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 45,156 | 686.8K $ | as of Mar 31, 2026 |
| Post Resch Tallon Group Inc. | 43,175 | 656.7K $ | as of Mar 31, 2026 |
| BAHL & GAYNOR INC | 40,050 | 609.2K $ | as of Mar 31, 2026 |
| Vawter Financial, Ltd. | 36,329 | 552.6K $ | as of Mar 31, 2026 |
| Appalachian Capital Management Ltd | 33,372 | 507.6K $ | as of Mar 31, 2026 |
| WESBANCO BANK INC | 31,360 | 477K $ | as of Mar 31, 2026 |
| Founders Financial Alliance, LLC | 28,983 | 440.8K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 24,504 | 372.7K $ | as of Mar 31, 2026 |
| Koss-Olinger Consulting, LLC | 23,338 | 355K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 22,912 | 348.5K $ | as of Mar 31, 2026 |
| RAFFLES ASSOCIATES LP | 17,699 | 269.2K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,368 | 249K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 14,740 | 224.2K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 10,679 | 162.4K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 9,031 | 137.4K $ | as of Mar 31, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6,917 | 112.2K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 2,580 | 39.3K $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 2,550 | 38.8K $ | as of Mar 31, 2026 |
| UBS Group AG | 425 | 6.5K $ | as of Mar 31, 2026 |
| FMR LLC | 220 | 3.3K $ | as of Mar 31, 2026 |
| CWM, LLC | 200 | 3K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 197 | 3K $ | as of Mar 31, 2026 |
| Advisory Services Network, LLC | 173 | 2.6K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding United Bancorp Inc/OH". https://titelia.com/en/stocks/united-bancorp-inc-oh-US9099111091