IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First United Corp (FUNC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares363,672 from 361,916
Change+1,756 (+0%)
Value$15.6M (-$409.9K)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares149,585 from 151,702
Change-2,117 (-1%)
Value$6.4M (-$293.9K)
Filed 2026-11-06
Daytona Street Capital LLC
UNCHANGED
Shares37,130 from 37,130
Change0 (0%)
Value$1.6M (-$30.1K)
Filed 2026-10-15
LSV Asset Management
INCREASED
Shares27,200 from 24,000
Change+3,200 (+13%)
Value$1.2M (+$104.0K)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares24,910 from 25,576
Change-666 (-3%)
Value$1.1M (-$62.8K)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares11,028 from 10,178
Change+850 (+8%)
Value$471.7K (+$22.7K)
Filed 2026-11-06
Trail Ridge Investment Advisors, LLC
INCREASED
Shares8,021 from 4,948
Change+3,073 (+62%)
Value$343.1K (+$124.8K)
Filed 2026-10-16
Ritholtz Wealth Management
DECREASED
Shares5,522 from 5,813
Change-291 (-5%)
Value$236.2K (-$20.2K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
UNCHANGED
Shares4,732 from 4,732
Change0 (0%)
Value$202.4K (-$6.3K)
Filed 2026-10-21
Deutsche Bank Ag\
DECREASED
Shares4,698 from 5,350
Change-652 (-12%)
Value$200.9K (-$35.1K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares3,572 from 3,575
Change-3 (0%)
Value$152.8K (-$4.9K)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares2,100 from 1,500
Change+600 (+40%)
Value$89.8K (+$23.7K)
Filed 2026-10-30
Jacobi Capital Management LLC
NEW
Shares557
Change+557
Value$23.8K
Filed 2026-11-05
State of Alaska, Department of Revenue
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$20 (-$1)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares445 from 2,810
Change-2,365 (-84%)
Value$19.0K (-$104.9K)
Filed 2026-11-04
State of Wyoming
NEW
Shares268
Change+268
Value$11.5K
Filed 2026-10-28
Sterling Capital Management LLC
DECREASED
Shares120 from 123
Change-3 (-2%)
Value$5.1K (-$294)
Filed 2026-10-22
Gamma Investing LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.9K (-$60)
Filed 2026-10-08
SJS Investment Consulting Inc.
NEW
Shares28
Change+28
Value$1.2K
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$794 ($0)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares14 from 10
Change+4 (+40%)
Value$599 (+$154)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares9 from 6
Change+3 (+50%)
Value$385 (+$121)
Filed 2026-11-04
Essential Partners LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$299 (-$10)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares6
Change+6
Value$257
Filed 2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$257 (-$8)
Filed 2026-11-06
GK Wealth Management LLC
NEW
Shares4
Change+4
Value$154
Filed 2026-10-09
IFP Advisors, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$128 (-$4)
Filed 2026-10-16
Hughes Financial Services, LLC
NEW
Shares1
Change+1
Value$46
Filed 2026-10-30
SummerHaven Investment Management, LLC
CLOSED
Shares0 from 22,372
Change-22,372 (-100%)
Value$0 (-$986.8K)
Filed 2026-10-19
AdvisorNet Financial, Inc
CLOSED
Shares0 from 896
Change-896 (-100%)
Value$0 (-$39.5K)
Filed 2026-10-15
Covestor Ltd
DECREASED
Shares0 from 7
Change-7 (-100%)
Value$0 ($0)
Filed 2026-10-30
BlackRock, Inc.
N/A
Shares— from 456,248
Change-456,248 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 269,289
Change-269,289 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 178,352
Change-178,352 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 164,390
Change-164,390 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 119,937
Change-119,937 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 113,551
Change-113,551 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 111,195
Change-111,195 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 106,844
Change-106,844 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 101,766
Change-101,766 (-100%)
Value—
State Street Corp
N/A
Shares— from 85,440
Change-85,440 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 75,780
Change-75,780 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 64,429
Change-64,429 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 62,888
Change-62,888 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 58,916
Change-58,916 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 52,964
Change-52,964 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 47,822
Change-47,822 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 40,785
Change-40,785 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 39,638
Change-39,638 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 38,112
Change-38,112 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 29,242
Change-29,242 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 23,343
Change-23,343 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 22,613
Change-22,613 (-100%)
Value—
HoldCo Asset Management, LPA
N/A
Shares— from 20,804
Change-20,804 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,928
Change-19,928 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 17,651
Change-17,651 (-100%)
Value—
Angel Oak Capital Advisors, LLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 14,771
Change-14,771 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,149
Change-13,149 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 12,058
Change-12,058 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 11,985
Change-11,985 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 11,619
Change-11,619 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 11,484
Change-11,484 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 11,100
Change-11,100 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 8,125
Change-8,125 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 7,781
Change-7,781 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,676
Change-7,676 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,114
Change-7,114 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 6,951
Change-6,951 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 6,299
Change-6,299 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,742
Change-5,742 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 5,595
Change-5,595 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 4,951
Change-4,951 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 4,587
Change-4,587 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 3,733
Change-3,733 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 758
Change-758 (-100%)
Value—
FMR LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 615
Change-615 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 544
Change-544 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 84
Change-84 (-100%)
Value—
Quarry LP
N/A
Shares— from 34
Change-34 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 33
Change-33 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 30
Change-30 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED363,672361,916+1,756+0%$16.0M$15.6M-$409.9K2026-11-04
Geode Capital Management, LLC
DECREASED149,585151,702-2,117-1%$6.7M$6.4M-$293.9K2026-11-06
Daytona Street Capital LLC
UNCHANGED37,13037,13000%$1.6M$1.6M-$30.1K2026-10-15
LSV Asset Management
INCREASED27,20024,000+3,200+13%$1.1M$1.2M+$104.0K2026-11-06
Bank of New York Mellon Corp
DECREASED24,91025,576-666-3%$1.1M$1.1M-$62.8K2026-11-05
Barclays PLC
INCREASED11,02810,178+850+8%$449.0K$471.7K+$22.7K2026-11-06
Trail Ridge Investment Advisors, LLC
INCREASED8,0214,948+3,073+62%$218.3K$343.1K+$124.8K2026-10-16
Ritholtz Wealth Management
DECREASED5,5225,813-291-5%$256.4K$236.2K-$20.2K2026-11-05
SeaCrest Wealth Management, LLC
UNCHANGED4,7324,73200%$208.7K$202.4K-$6.3K2026-10-21
Deutsche Bank Ag\
DECREASED4,6985,350-652-12%$236.0K$200.9K-$35.1K2026-11-06
Russell Investments Group, Ltd.
DECREASED3,5723,575-30%$157.7K$152.8K-$4.9K2026-11-06
Strs Ohio
INCREASED2,1001,500+600+40%$66.2K$89.8K+$23.7K2026-10-30
Jacobi Capital Management LLC
NEW557—+557——$23.8K—2026-11-05
State of Alaska, Department of Revenue
UNCHANGED48648600%$21$20-$12026-10-15
Citigroup Inc
DECREASED4452,810-2,365-84%$123.9K$19.0K-$104.9K2026-11-04
State of Wyoming
NEW268—+268——$11.5K—2026-10-28
Sterling Capital Management LLC
DECREASED120123-3-2%$5.4K$5.1K-$2942026-10-22
Gamma Investing LLC
UNCHANGED454500%$2.0K$1.9K-$602026-10-08
SJS Investment Consulting Inc.
NEW28—+28——$1.2K—2026-10-26
Allworth Financial LP
UNCHANGED181800%$794$794$02026-11-06
Farther Finance Advisors, LLC
INCREASED1410+4+40%$445$599+$1542026-10-08
EverSource Wealth Advisors, LLC
INCREASED96+3+50%$264$385+$1212026-11-04
Essential Partners LLC
UNCHANGED7700%$309$299-$102026-10-14
Root Financial Partners, LLC
NEW6—+6——$257—2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED6600%$265$257-$82026-11-06
GK Wealth Management LLC
NEW4—+4——$154—2026-10-09
IFP Advisors, Inc
UNCHANGED3300%$132$128-$42026-10-16
Hughes Financial Services, LLC
NEW1—+1——$46—2026-10-30
SummerHaven Investment Management, LLC
CLOSED022,372-22,372-100%$986.8K$0-$986.8K2026-10-19
AdvisorNet Financial, Inc
CLOSED0896-896-100%$39.5K$0-$39.5K2026-10-15
Covestor Ltd
DECREASED07-7-100%$0$0$02026-10-30
BlackRock, Inc.
N/A—456,248-456,248-100%$20.1M———
Vanguard Capital Management LLC
N/A—269,289-269,289-100%$11.9M———
Gendell Jeffrey L
N/A—178,352-178,352-100%$7.9M———
De Lisle Partners LLP
N/A—164,390-164,390-100%$7.3M———
Huber Capital Management LLC
N/A—119,937-119,937-100%$5.3M———
American Century Companies Inc
N/A—113,551-113,551-100%$5.0M———
Renaissance Technologies LLC
N/A—111,195-111,195-100%$4.9M———
Acadian Asset Management LLC
N/A—106,844-106,844-100%$4.7M———
Arrowstreet Capital, Limited Partnership
N/A—101,766-101,766-100%$4.5M———
State Street Corp
N/A—85,440-85,440-100%$3.8M———
Bridgeway Capital Management, LLC
N/A—75,780-75,780-100%$3.3M———
Northern Trust Corp
N/A—64,429-64,429-100%$2.8M———
Goldman Sachs Group Inc
N/A—62,888-62,888-100%$2.8M———
Pinnacle Holdings, LLC
N/A—58,916-58,916-100%$2.6M———
Morgan Stanley
N/A—52,964-52,964-100%$2.3M———
Two Sigma Investments, LP
N/A—47,822-47,822-100%$2.1M———
Vanguard Portfolio Management LLC
N/A—40,785-40,785-100%$1.8M———
Vanguard Fiduciary Trust Co
N/A—39,638-39,638-100%$1.7M———
Empowered Funds, LLC
N/A—38,112-38,112-100%$1.7M———
Marshall Wace, LLP
N/A—29,242-29,242-100%$1.3M———
Qube Research & Technologies Ltd
N/A—23,343-23,343-100%$1.0M———
Martingale Asset Management L P
N/A—22,613-22,613-100%$997.5K———
HoldCo Asset Management, LPA
N/A—20,804-20,804-100%$917.7K———
Citadel Advisors LLC
N/A—19,928-19,928-100%$879.0K———
Charles Schwab Investment Management Inc
N/A—17,651-17,651-100%$778.6K———
Angel Oak Capital Advisors, LLC
N/A—17,000-17,000-100%$749.9K———
LOS Angeles Capital Management LLC
N/A—14,771-14,771-100%$651.5K———
Royal Bank of Canada
N/A—13,149-13,149-100%$580.0K———
Trexquant Investment LP
N/A—12,058-12,058-100%$531.9K———
Nuveen, LLC
N/A—11,985-11,985-100%$528.7K———
Price T Rowe Associates Inc
N/A—11,619-11,619-100%$513.0K———
HSBC Holdings PLC
N/A—11,484-11,484-100%$502.0K———
Squarepoint Ops LLC
N/A—11,100-11,100-100%$489.6K———
Prudential Financial Inc
N/A—8,125-8,125-100%$358.4K———
O'shaughnessy Asset Management, LLC
N/A—7,781-7,781-100%$343.2K———
AQR Capital Management LLC
N/A—7,676-7,676-100%$338.6K———
Osaic Holdings, Inc.
N/A—7,114-7,114-100%$313.8K———
Millennium Management LLC
N/A—6,951-6,951-100%$306.6K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—6,299-6,299-100%$277.8K———
Wealthspire Advisors, LLC
N/A—5,742-5,742-100%$253.3K———
Lazard Asset Management LLC
N/A—5,595-5,595-100%$246.8K———
Canada Pension Plan Investment Board
N/A—5,400-5,400-100%$238.2K———
Wells Fargo & Company
N/A—5,100-5,100-100%$225.0K———
Logan Capital Management Inc
N/A—4,951-4,951-100%$218.4K———
Rhumbline Advisers
N/A—4,587-4,587-100%$202.3K———
Bank of America Corp
N/A—4,562-4,562-100%$201.2K———
MetLife Investment Management, LLC
N/A—3,733-3,733-100%$164.7K———
New York State Common Retirement Fund
N/A—3,400-3,400-100%$150.0K———
JPMorgan Chase & Co
N/A—2,872-2,872-100%$129.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,803-2,803-100%$123.6K———
Vanguard Global Advisers, LLC
N/A—2,250-2,250-100%$99.2K———
Police & Firemen's Retirement System of New Jersey
N/A—2,233-2,233-100%$98.5K———
BNP Paribas Financial Markets
N/A—2,109-2,109-100%$93.0K———
UBS Group AG
N/A—1,999-1,999-100%$88.2K———
Tower Research Capital LLC (TRC)
N/A—758-758-100%$33.4K———
FMR LLC
N/A—741-741-100%$32.7K———
Ameritas Investment Partners, Inc.
N/A—615-615-100%$27.1K———
Legal & General Group Plc
N/A—544-544-100%$24.0K———
California State Teachers Retirement System
N/A—84-84-100%$3.7K———
Quarry LP
N/A—34-34-100%$1.5K———
Arax Advisory Partners
N/A—33-33-100%$1.5K———
Rockefeller Capital Management L.P.
N/A—30-30-100%$1.3K———
UBS Asset Management Americas LLC
N/A—30-30-100%$1.3K———
Rothschild Investment LLC
N/A—7-7-100%$309———
Showing 95 of 95 institutions