Funds holding Atlantic Union Bankshares Corp
331 funds declare a position · 75 ETFs and 256 other funds · 2.5B $· 12.6M SEK · US04911A1079
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 8,506,572 | 304M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,539,136 | 162.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 3,434,771 | 122.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,286,391 | 117.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,092,846 | 74.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 6 | Franklin Small Cap Value Fund Franklin Value Investors Trust | 1,908,651 | 71.9M $ | 1.76 % | as of Apr 30, 2026 · Original filing |
| 7 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,843,353 | 69.4M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 8 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,582,025 | 56.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 9 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 1,547,187 | 55.3M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| 10 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 1,413,583 | 53.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 11 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 1,385,308 | 49.5M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 12 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 1,283,721 | 45.9M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 13 | iShares Russell 2000 Value ETF iShares Trust | 1,221,899 | 43.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 14 | Small Cap Value Fund American Century Capital Portfolios, Inc. | 1,200,000 | 42.9M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 15 | Congress Small Cap Growth Fund Professionally Managed Portfolios | 1,125,000 | 42.4M $ | 2.19 % | as of Apr 30, 2026 · Original filing |
| 16 | T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 986,912 | 35.3M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 17 | T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 911,053 | 32.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 18 | Harbor Small Cap Value Fund HARBOR FUNDS | 901,408 | 33.9M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| 19 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 890,813 | 31.8M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 20 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 889,750 | 33.5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 21 | THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds | 864,143 | 32.5M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| 22 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 743,680 | 27.6M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 23 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 742,517 | 26.5M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 24 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 715,379 | 26.9M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 25 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 706,739 | 26.2M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 26 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 702,837 | 26.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 27 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 692,750 | 25.7M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 28 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 634,200 | 22.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 29 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 630,325 | 23.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 30 | Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 629,984 | 22.5M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| 31 | Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust | 555,592 | 19.9M $ | 1.72 % | as of Mar 31, 2026 · Original filing |
| 32 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 555,279 | 20.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 33 | T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 539,601 | 19.3M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 34 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 528,334 | 19.9M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 35 | DAVENPORT SMALL CAP FOCUS FUND Williamsburg Investment Trust | 511,882 | 18.3M $ | 3.07 % | as of Mar 31, 2026 · Original filing |
| 36 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 488,484 | 18.1M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 37 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 487,585 | 18.4M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| 38 | WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust | 486,578 | 18.3M $ | 2.01 % | as of Apr 30, 2026 · Original filing |
| 39 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 444,078 | 16.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 40 | Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 425,658 | 16M $ | 1.50 % | as of Apr 30, 2026 · Original filing |
| 41 | William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS | 368,129 | 13.2M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 42 | TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 366,807 | 13.1M $ | 2.30 % | as of Mar 31, 2026 · Original filing |
| 43 | State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 365,202 | 13.1M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 44 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 356,492 | 13.2M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 45 | WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 341,142 | 12.2M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 46 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 313,929 | 11.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 47 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 313,501 | 11.6M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| 48 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 313,003 | 11.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 49 | Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 308,185 | 11.4M $ | 1.21 % | as of Feb 28, 2026 · Original filing |
| 50 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 286,753 | 10.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 51 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 283,160 | 10.1M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 52 | THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 281,864 | 10.1M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| 53 | Columbia Select Small Cap Value Fund Columbia Funds Series Trust II | 276,625 | 10.3M $ | 2.56 % | as of Feb 28, 2026 · Original filing |
| 54 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 266,538 | 9.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 55 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 261,946 | 9.4M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 56 | First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 258,141 | 9.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 57 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 238,241 | 9M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 58 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 238,141 | 8.8M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 59 | Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust | 237,706 | 8.5M $ | 3.48 % | as of Mar 31, 2026 · Original filing |
| 60 | AMG GW&K Small/Mid Cap Core Fund AMG Funds | 236,475 | 8.5M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| 61 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 233,859 | 8.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 62 | Master Small Cap Index Series Quantitative Master Series LLC | 231,831 | 8.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 63 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 226,850 | 8.4M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 64 | JNL Small Cap Index Fund JNL Series Trust | 219,245 | 7.8M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 65 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 211,464 | 7.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 66 | VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 198,226 | 7.3M $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| 67 | Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust | 192,951 | 6.9M $ | 2.56 % | as of Mar 31, 2026 · Original filing |
| 68 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 176,795 | 6.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 69 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 176,790 | 6.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 70 | Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 174,621 | 6.6M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| 71 | ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 173,516 | 6.4M $ | 0.98 % | as of Feb 28, 2026 · Original filing |
| 72 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 168,381 | 6.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 73 | Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. | 163,223 | 6.1M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| 74 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 156,457 | 5.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 75 | Mercer US Small/Mid Cap Equity Fund Mercer Funds | 152,766 | 5.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 76 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 149,015 | 5.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 77 | 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 148,000 | 5.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 78 | SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST | 141,214 | 5.3M $ | 1.80 % | as of Apr 30, 2026 · Original filing |
| 79 | Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 140,858 | 5.3M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| 80 | Victory Market Neutral Income Fund Victory Portfolios II | 140,151 | 5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 81 | Small-Company Stock Fund HOMESTEAD FUNDS INC | 139,492 | 5M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| 82 | HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 135,999 | 5.1M $ | 1.93 % | as of Apr 30, 2026 · Original filing |
| 83 | Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 132,142 | 5M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 84 | Nuveen Equity Index Fund TIAA-CREF Funds | 124,682 | 4.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 85 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 120,968 | 4.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 86 | JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 116,143 | 4.2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 87 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 111,441 | 4.2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 88 | Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 107,400 | 4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 89 | Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 107,228 | 4M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 90 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 105,386 | 3.9M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 91 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 103,238 | 3.7M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 92 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 101,931 | 3.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 93 | RMB Mendon Financial Services Fund RMB Investors Trust | 100,000 | 3.6M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| 94 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 99,615 | 3.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 95 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 98,686 | 3.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 96 | Thrivent Small Cap Value ETF Thrivent ETF Trust | 98,010 | 3.5M $ | 2.23 % | as of Mar 31, 2026 · Original filing |
| 97 | Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 96,200 | 3.6M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| 98 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 95,723 | 3.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 99 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 94,632 | 3.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 100 | Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust | 93,372 | 3.5M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
Institutional managers
425 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. | 20,557,827 | 734.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 7,635,464 | 272.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 7,367,487 | 263.3M $ | as of Mar 31, 2026 |
| North Reef Capital Management LP | 4,285,000 | 153.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,488,806 | 124.7M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 3,358,989 | 120.1M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 2,455,989 | 87.8M $ | as of Mar 31, 2026 |
| CONGRESS ASSET MANAGEMENT CO | 2,241,874 | 80.1M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 2,204,736 | 78.8M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 1,994,507 | 71.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,780,345 | 63.6M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,776,786 | 63.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,573,521 | 56.2M $ | as of Mar 31, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,533,559 | 54.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,484,007 | 53M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,436,305 | 51.3M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,380,238 | 49.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,341,139 | 47.9M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,337,337 | 47.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 991,953 | 35.5M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 951,373 | 34M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 930,726 | 33.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 886,978 | 31.7M $ | as of Mar 31, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 829,469 | 29.6M $ | as of Mar 31, 2026 |
| LONDON CO OF VIRGINIA | 820,010 | 29.3M $ | as of Mar 31, 2026 |