FUNC First United Corporation
First United Corporation (FUNC) Institutional Ownership
What the institutions did with FUNC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 363.7K | 55.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 149.6K | 22.7% |
| Daytona Street Capital LLC | 37.1K | 5.6% |
| LSV ASSET MANAGEMENT | 27.2K | 4.1% |
| Bank of New York Mellon Corp | 24.9K | 3.8% |
| Squarepoint Ops LLC | 15.8K | 2.4% |
| BARCLAYS PLC | 11.0K | 1.7% |
| Trail Ridge Investment Advisors, LLC | 8.0K | 1.2% |
| RITHOLTZ WEALTH MANAGEMENT | 5.5K | 0.8% |
| SeaCrest Wealth Management, LLC | 4.7K | 0.7% |
| DEUTSCHE BANK AG\ | 4.7K | 0.7% |
| Russell Investments Group, Ltd. | 3.6K | 0.5% |
| STRS OHIO | 2.1K | 0.3% |
| Jacobi Capital Management LLC | 557 | 0.1% |
| State of Alaska, Department of Revenue | 486 | 0.1% |
| CITIGROUP INC | 445 | 0.1% |
| State of Wyoming | 268 | 0.0% |
| Sterling Capital Management LLC | 120 | 0.0% |
| GAMMA Investing LLC | 45 | 0.0% |
| SJS Investment Consulting Inc. | 28 | 0.0% |
| Allworth Financial LP | 18 | 0.0% |
| Farther Finance Advisors, LLC | 14 | 0.0% |
| EverSource Wealth Advisors, LLC | 9 | 0.0% |
| Essential Partners LLC | 7 | 0.0% |
| PNC Financial Services Group, Inc. | 6 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| SummerHaven Investment Management, LLC | Sold Out | 22.4K | 0 | -22.4K |
| Squarepoint Ops LLC | Increased | 11.1K | 15.8K | +4.7K |
| LSV ASSET MANAGEMENT | Increased | 24.0K | 27.2K | +3.2K |
| Trail Ridge Investment Advisors, LLC | Increased | 4.9K | 8.0K | +3.1K |
| CITIGROUP INC | Reduced | 2.8K | 445 | -2.4K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 151.7K | 149.6K | -2.1K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 361.9K | 363.7K | +1.8K |
| AdvisorNet Financial, Inc | Sold Out | 896 | 0 | -896 |
| BARCLAYS PLC | Increased | 10.2K | 11.0K | +850 |
| Bank of New York Mellon Corp | Reduced | 25.6K | 24.9K | -666 |
| DEUTSCHE BANK AG\ | Reduced | 5.4K | 4.7K | -652 |
| STRS OHIO | Increased | 1.5K | 2.1K | +600 |
| Jacobi Capital Management LLC | New | 0 | 557 | +557 |
| RITHOLTZ WEALTH MANAGEMENT | Reduced | 5.8K | 5.5K | -291 |
| State of Wyoming | New | 0 | 268 | +268 |
| SJS Investment Consulting Inc. | New | 0 | 28 | +28 |
| Covestor Ltd | Sold Out | 7 | 0 | -7 |
| Root Financial Partners, LLC | New | 0 | 6 | +6 |
| Farther Finance Advisors, LLC | Increased | 10 | 14 | +4 |
| GK Wealth Management LLC | New | 0 | 4 | +4 |
| Russell Investments Group, Ltd. | Reduced | 3.6K | 3.6K | -3 |
| EverSource Wealth Advisors, LLC | Increased | 6 | 9 | +3 |
| Sterling Capital Management LLC | Reduced | 123 | 120 | -3 |
| Hughes Financial Services, LLC | New | 0 | 1 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.