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 | |
|---|---|---|---|---|---|
| 101 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 91,737 | 3.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 102 | Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. | 90,276 | 3.2M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| 103 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 85,318 | 3.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 104 | Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 84,500 | 3M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 105 | Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II | 84,095 | 3M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 106 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 83,774 | 3.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 107 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 80,486 | 3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 108 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 79,880 | 2.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 109 | EQ/Small Company Index Portfolio EQ Advisors Trust | 79,697 | 2.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 110 | AMG GW&K Small Cap Value Fund AMG Funds | 79,086 | 2.8M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 111 | Timothy Plan Small Cap Value Fund TIMOTHY PLAN | 78,227 | 2.8M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| 112 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 73,334 | 2.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 113 | Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II | 72,626 | 2.6M $ | 2.31 % | as of Mar 31, 2026 · Original filing |
| 114 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 71,395 | 2.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 115 | WisdomTree U.S. High Dividend Fund WisdomTree Trust | 71,290 | 2.5M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 116 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 70,653 | 2.7M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 117 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 69,543 | 2.5M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| 118 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 68,380 | 2.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 119 | VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 67,244 | 2.4M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 120 | Small Cap Index Fund Northern Funds | 66,162 | 2.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 121 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 64,044 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 122 | WesMark Small Company Fund WesMark Funds | 62,700 | 2.2M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| 123 | Global X Russell 2000 ETF GLOBAL X FUNDS | 61,826 | 2.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 124 | Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 58,227 | 2.2M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 125 | Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust | 57,962 | 2.1M $ | 1.32 % | as of Feb 28, 2026 · Original filing |
| 126 | Small Cap Index Fund VALIC Co I | 57,336 | 2.1M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 127 | NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 56,276 | 2M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 128 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 53,230 | 2M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 129 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 53,050 | 1.9M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 130 | William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS | 52,936 | 1.9M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 131 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 50,803 | 1.9M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 132 | First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 50,794 | 1.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 133 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 50,021 | 1.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 134 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 49,653 | 1.8M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 135 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 49,606 | 1.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 136 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 49,479 | 1.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 137 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 48,497 | 1.7M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 138 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 47,558 | 1.8M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 139 | Royce Smaller-Companies Growth Fund ROYCE FUND | 47,000 | 1.7M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| 140 | Penn Series Small Cap Value Fund Penn Series Funds Inc | 45,884 | 1.6M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| 141 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 44,968 | 1.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 142 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 44,954 | 1.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 143 | Small Cap Dividend Fund American Century Capital Portfolios, Inc. | 44,504 | 1.6M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| 144 | The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 44,200 | 1.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 145 | Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 43,138 | 1.6M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| 146 | Small-Cap Value Fund Bridgeway Funds, Inc. | 42,000 | 1.5M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 147 | iShares Russell 3000 ETF iShares Trust | 41,976 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 148 | John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 41,880 | 1.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 149 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 41,822 | 1.5M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 150 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 41,214 | 1.5M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 151 | Aristotle Small Cap Equity Fund Aristotle Fund Series Trust | 40,313 | 1.4M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| 152 | Avantis U.S. Equity ETF American Century ETF Trust | 40,163 | 1.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 153 | AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 39,569 | 1.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 154 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 37,786 | 1.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 155 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 37,337 | 1.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 156 | Transamerica Small Cap Value TRANSAMERICA FUNDS | 37,100 | 1.4M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 157 | SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 37,100 | 1.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 158 | T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 36,280 | 1.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 159 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 34,716 | 11.8M SEK | 0.04 % | as of Mar 31, 2026 · Original filing |
| 160 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 34,463 | 1.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 161 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 32,345 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 162 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 32,124 | 1.2M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 163 | VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc | 31,951 | 1.1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 164 | Column Small Cap Fund Trust for Professional Managers | 31,046 | 1.2M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 165 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 30,227 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 166 | TETON Westwood Mighty Mites Fund Teton Westwood Funds | 30,000 | 1.1M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 167 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 29,558 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 168 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 28,290 | 1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 169 | iShares Morningstar Small-Cap Value ETF iShares Trust | 27,666 | 1M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 170 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 26,558 | 999.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 171 | SMALL CAP EQUITY FUND GuideStone Funds | 26,549 | 948.9K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 172 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 26,371 | 942.5K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 173 | Small Cap Index Trust John Hancock Variable Insurance Trust | 25,597 | 914.8K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 174 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 24,923 | 923.6K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 175 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 24,794 | 933.5K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 176 | Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust | 24,161 | 863.5K $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| 177 | Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 23,880 | 899.1K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 178 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 23,815 | 851.1K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 179 | JNL/Mellon Financial Sector Fund JNL Series Trust | 23,425 | 837.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 180 | Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 22,080 | 818.3K $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 181 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 21,827 | 821.8K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 182 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 21,599 | 800.5K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 183 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 21,410 | 806.1K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 184 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 21,365 | 763.6K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 185 | MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND | 20,635 | 737.5K $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 186 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 20,502 | 732.7K $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 187 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 19,959 | 713.3K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 188 | Timothy Plan US Small Cap Core ETF Timothy Plan | 19,760 | 706.2K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 189 | NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 19,268 | 688.6K $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 190 | Carillon Chartwell Small Cap Value Fund Carillon Series Trust | 18,543 | 662.7K $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| 191 | iShares US Small Cap Value Factor ETF iShares Trust | 18,475 | 660.3K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 192 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,271 | 687.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 193 | AST Small-Cap Equity Portfolio Advanced Series Trust | 17,571 | 628K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 194 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 17,536 | 626.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 195 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 17,333 | 619.5K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 196 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 17,087 | 610.7K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 197 | Small Cap Core Fund Northern Funds | 16,794 | 600.2K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 198 | Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | 16,696 | 596.7K $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 199 | MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 16,225 | 579.9K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 200 | Victory Extended Market Index Fund Victory Portfolios III | 16,174 | 609K $ | 0.08 % | 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 |