FUNC · First United Corp/Md/ · Holdings

$43.44 -0.20 (-0.46%) At close · Oct 7

Russell 2000 member Rebalance outlook locked

Market Cap

$277.32M

6.45M

Volume · Oct 7 23.34K Avg daily vol (3M) 24.46K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

Quarter:

Holders: 89

Total Value: $140,819,349

Total Shares: 3,192,460

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 89 13F filers · Δ vs Mar 31, 2026

Top Holder

14.3%

+1.5 pts

Top 5

44.8%

+0.2 pts

Top 10

63.7%

+0.2 pts

HHI

586

Broadly held+16

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +1

Institutional value: +25.8%

Shares held: +4.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+65,335	456,248
Large ACADIAN ASSET MANAGEMENT LLC	+12,138	106,844
Mega GEODE CAPITAL MANAGEMENT, LLC	+12,134	151,702
Mega TWO SIGMA INVESTMENTS, LP	+10,065	47,822
Large RENAISSANCE TECHNOLOGIES LLC	+7,600	111,195

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Micro Angel Oak Capital Advisors, LLC	−6,700	17,000
Mega Qube Research & Technologies Ltd	−5,442	23,343
Large LOS ANGELES CAPITAL MANAGEMENT LLC	−4,506	14,771
Large Squarepoint Ops LLC	−3,345	11,100
Mega CITADEL ADVISORS LLC	−3,221	19,928

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega AQR CAPITAL MANAGEMENT LLC	7,676	$338,586
Large LAZARD ASSET MANAGEMENT LLC	5,595	$246,795
Mega CANADA PENSION PLAN INVESTMENT BOARD	5,400	$238,194
Mid LOGAN CAPITAL MANAGEMENT INC	4,951	$218,388
Small Trail Ridge Investment Advisors, LLC	4,948	$218,256

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Corient Private Wealth LLC	5,479	$200,750
Small State of Wyoming	299	$10,955
Large CWM, LLC	215	$7,877
Large NewEdge Advisors, LLC	67	$2,454
Small Evergreen Advisors, LLC	23	$842

Filter: New 8 Increased 37 Reduced 23 Sold out 7 Unchanged 21

Showing 89 of 89

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$20,125,097

14.29%

456,248

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	38,586	$1,702,028	8.5%	Sole
BlackRock Investment Management, LLC	19,319	$852,161	4.2%	Sole
BLACKROCK ADVISORS LLC	46,114	$2,034,088	10.1%	Sole
BlackRock Fund Advisors	249,251	$10,994,461	54.6%	Sole
BlackRock Institutional Trust Company, N.A.	102,974	$4,542,183	22.6%	Sole
Aperio Group, LLC	4	$176	0.0%	Sole

DIMENSIONAL FUND ADVISORS LP

$15,964,113

11.34%

361,916

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	532	$23,466	0.1%	Defined
DFA Australia Ltd.	3,047	$134,403	0.8%	Defined
Dimensional Ireland Ltd	14,283	$630,023	3.9%	Defined
Held directly	344,054	$15,176,221	95.1%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$11,878,337

8.44%

269,289

GENDELL JEFFREY L

$7,867,106

5.59%

178,352

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tontine Associates, LLC	178,352	$7,867,106	100.0%	Defined

De Lisle Partners LLP

$7,251,242

5.15%

164,390

GEODE CAPITAL MANAGEMENT, LLC

$6,691,574

4.75%

151,702

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	22,369	$986,696	14.7%	Defined
Held directly	129,333	$5,704,878	85.3%	Defined

Huber Capital Management LLC

$5,290,421

3.76%

119,937

AMERICAN CENTURY COMPANIES INC

$5,008,734

3.56%

113,551

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	113,551	$5,008,734	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$4,904,811

3.48%

111,195

ACADIAN ASSET MANAGEMENT LLC

$4,712,888

3.35%

106,844

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	106,844	$4,712,888	100.0%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$4,488,898

3.19%

101,766

STATE STREET CORP

$3,768,758

2.68%

85,440

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	85,440	$3,768,758	100.0%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$3,342,655

2.37%

75,780

NORTHERN TRUST CORP

$2,841,962

2.02%

64,429

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	63,469	$2,799,617	98.5%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	960	$42,345	1.5%	Other

GOLDMAN SACHS GROUP INC

$2,773,988

1.97%

62,888

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	45,145	$1,991,345	71.8%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	17,743	$782,643	28.2%	Defined

Pinnacle Holdings, LLC

$2,598,784

1.85%

58,916

MORGAN STANLEY

$2,336,240

1.66%

52,964

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	21	$926	0.0%	Defined
MORGAN STANLEY & CO. LLC	1,801	$79,442	3.4%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	39,708	$1,751,519	75.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	9,568	$422,044	18.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1,866	$82,309	3.5%	Defined

TWO SIGMA INVESTMENTS, LP

$2,109,428

1.50%

47,822

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,799,026

1.28%

40,785

VANGUARD FIDUCIARY TRUST CO

$1,748,432

1.24%

39,638

Empowered Funds, LLC

$1,681,120

1.19%

38,112

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	38,112	$1,681,120	100.0%	Other

Daytona Street Capital LLC

$1,637,804

1.16%

37,130

MARSHALL WACE, LLP

$1,289,864

0.92%

29,242

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	29,242	$1,289,864	100.0%	Other

Bank of New York Mellon Corp

$1,128,156

0.80%

25,576

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	7,393	$326,105	28.9%	Defined
The Bank of New York Mellon	9,253	$408,149	36.2%	Defined
Newton Investment Management North America, LLC	8,928	$393,814	34.9%	Defined
Held directly	2	$88	0.0%	Defined

LSV ASSET MANAGEMENT

$1,058,640

0.75%

24,000

Qube Research & Technologies Ltd

$1,029,659

0.73%

23,343

MARTINGALE ASSET MANAGEMENT L P

$997,459

0.71%

22,613

SummerHaven Investment Management, LLC

$986,828

0.70%

22,372

HoldCo Asset Management, LP

$917,664

0.65%

20,804

CITADEL ADVISORS LLC

$879,024

0.62%

19,928

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	19,755	$871,393	99.1%	Defined
Held directly	173	$7,631	0.9%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$778,585

0.55%

17,651

Angel Oak Capital Advisors, LLC

$749,870

0.53%

17,000

LOS ANGELES CAPITAL MANAGEMENT LLC

$651,548

0.46%

14,771

ROYAL BANK OF CANADA

$580,001

0.41%

13,149

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	243	$10,718	1.8%	Defined
RBC Capital Markets, LLC	906	$39,963	6.9%	Defined
RBC Private Counsel (USA) Inc.	12,000	$529,320	91.3%	Defined

Trexquant Investment LP

$531,878

0.38%

12,058

Nuveen, LLC

$528,657

0.38%

11,985

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	3,152	$139,034	26.3%	Defined
TEACHERS ADVISORS, LLC joint	8,833	$389,623	73.7%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$512,514

0.36%

11,619

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	11,619	$512,514	100.0%	Defined

HSBC HOLDINGS PLC

$506,559

0.36%

11,484

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	11,484	$506,559	100.0%	Defined

Squarepoint Ops LLC

$489,621

0.35%

11,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	11,100	$489,621	100.0%	Defined

BARCLAYS PLC

$448,950

0.32%

10,178

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	10,079	$444,584	99.0%	Defined
BARCLAYS CAPITAL INC.	99	$4,366	1.0%	Defined

PRUDENTIAL FINANCIAL INC

$358,393

0.25%

8,125

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	8,125	$358,393	100.0%	Defined

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$343,219

0.24%

7,781

AQR CAPITAL MANAGEMENT LLC

$338,586

0.24%

7,676

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Prism Planning Partners LLC	46	$2,029	0.6%	Other
Compound Planning, Inc.	1	$44	0.0%	Other
Arax Advisory Partners	57	$2,514	0.7%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	27	$1,190	0.4%	Other
Stokes Family Office, LLC	395	$17,423	5.1%	Other
Held directly	7,150	$315,386	93.1%	Defined

OSAIC HOLDINGS, INC.

$313,798

0.22%

7,114

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	7,114	$313,798	100.0%	Defined

MILLENNIUM MANAGEMENT LLC

$306,608

0.22%

6,951

Connor, Clark & Lunn Investment Management Ltd.

$277,848

0.20%

6,299

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	6,299	$277,848	100.0%	Sole

RITHOLTZ WEALTH MANAGEMENT

$256,411

0.18%

5,813

Wealthspire Advisors, LLC

$253,279

0.18%

5,742

LAZARD ASSET MANAGEMENT LLC

$246,795

0.18%

5,595

CANADA PENSION PLAN INVESTMENT BOARD

$238,194

0.17%

5,400

DEUTSCHE BANK AG\

$235,988

0.17%

5,350

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	5,350	$235,988	100.0%	Defined

WELLS FARGO & COMPANY/MN

$224,960

0.16%

5,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	4,922	$217,109	96.5%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1	$44	0.0%	Defined
Wells Fargo Securities, LLC	177	$7,807	3.5%	Defined

LOGAN CAPITAL MANAGEMENT INC

$218,388

0.16%

4,951

Trail Ridge Investment Advisors, LLC

$218,256

0.15%

4,948

SeaCrest Wealth Management, LLC

$208,728

0.15%

4,732

RHUMBLINE ADVISERS

$202,332

0.14%

4,587

BANK OF AMERICA CORP /DE/

$201,229

0.14%

4,562

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	4,562	$201,229	100.0%	Defined

MetLife Investment Management, LLC

$164,662

0.12%

3,733

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	3,733	$164,662	100.0%	Defined

Russell Investments Group, Ltd.

$157,692

0.11%

3,575

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	3,575	$157,692	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$149,974

0.11%

3,400

JPMORGAN CHASE & CO

$126,682

0.09%

2,872

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	2,868	$126,506	99.9%	Defined
J.P. Morgan Investment Management Inc.	4	$176	0.1%	Defined

CITIGROUP INC

$123,948

0.09%

2,810

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	2,810	$123,948	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$123,640

0.09%

2,803

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	2,803	$123,640	100.0%	Defined

Vanguard Global Advisers, LLC

$99,247

0.07%

2,250

Police & Firemen's Retirement System of New Jersey

$98,497

0.07%

2,233

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	2,233	$98,497	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$93,027

0.07%

2,109

UBS Group AG

$88,175

0.06%

1,999

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	50	$2,205	2.5%	Defined
UBS AG	1,949	$85,970	97.5%	Defined

STRS OHIO

$66,165

0.05%

1,500

AdvisorNet Financial, Inc

$39,522

0.03%

896

Tower Research Capital LLC (TRC)

$33,435

0.02%

758

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	758	$33,435	100.0%	Defined

FMR LLC

$32,685

0.02%

741

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	702	$30,965	94.7%	Defined
STRATEGIC ADVISERS LLC	39	$1,720	5.3%	Defined

Ameritas Investment Partners, Inc.

$27,127

0.02%

615

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	615	$27,127	100.0%	Other

Legal & General Group Plc

$23,995

0.02%

544

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	544	$23,995	100.0%	Defined

State of Alaska, Department of Revenue

$21,437

0.02%

486

Sterling Capital Management LLC

$5,425

0.00%

123

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$3,705

0.00%

GAMMA Investing LLC

$1,984

0.00%

Quarry LP

$1,499

0.00%

Arax Advisory Partners

$1,455

0.00%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$1,323

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	30	$1,323	100.0%	Defined

Rockefeller Capital Management L.P.

$1,323

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	30	$1,323	100.0%	Defined

Allworth Financial LP

$793

0.00%

Farther Finance Advisors, LLC

$441

0.00%

ROTHSCHILD INVESTMENT LLC

$308

0.00%

Covestor Ltd

$308

0.00%

Essential Partners LLC

$308

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

$264

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	6	$264	100.0%	Defined

EverSource Wealth Advisors, LLC

$264

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	1	$44	16.7%	Sole
Held directly	5	$220	83.3%	Sole

IFP Advisors, Inc

$132

0.00%

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