FUNC · First United Corp/Md/ · Shareholders & Ownership
Every disclosed holder of FUNC in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns FUNC
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 3,172,273 | 49.15% |
| Insiders (Forms 3, 4, 5) | 328,917 | 5.10% |
| 13D/G-only blocks | 623,415 | 9.66% |
| Remaining | 2,329,231 | 36.09% |
| Registered funds (N-PORT, not summed) | 1,423,386 | 22.05% |
Shares outstanding: 6,453,836, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of FUNC
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
456,248 | ||
| 1.1 |
BlackRock, Inc.
13G
CIK 2012383 · Holding company · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
378,880 | ||
| 1.2 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
166,107 | ||
| 1.3 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
60,094 | ||
| 1.4 |
BlackRock Advantage Small Cap Core Fund
Fund
S000039982 · Registered fund · May 29, 2026
BlackRock Funds, not summed
|
25,209 | ||
| 1.5 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
20,983 | ||
| 2 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
361,916 | ||
| 2.1 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
83,677 | ||
| 2.2 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
44,311 | ||
| 2.3 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
37,553 | ||
| 2.4 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
35,254 | ||
| 2.5 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
24,024 | ||
| 3 |
VANGUARD GROUP INC
13G
CIK 102909 · Registered investment adviser · Jun 30, 2025
Rule 13d-1(b), qualified institution
|
344,627 | ||
| 4 |
Fourthstone LLC
13G
CIK 1767803 · Registered investment adviser · Dec 31, 2024
Rule 13d-1(b), qualified institution
|
278,788 | ||
| 5 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
269,289 | ||
| 6 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
195,054 | ||
| 7 |
GENDELL JEFFREY L
13F
CIK 1056581 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
178,352 | ||
| 8 |
De Lisle Partners LLP
13F
CIK 2011184 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
164,390 | ||
| 9 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
151,702 | ||
| 10 |
Huber Capital Management LLC
13F
CIK 1511697 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
119,937 | ||
| 10.1 |
Huber Small Cap Value Fund
Fund
S000018428 · Registered fund · Jul 31, 2026
Advisors Series Trust, not summed
|
78,008 | ||
| 11 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
113,551 | ||
| 12 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
111,195 | ||
| 13 |
ACADIAN ASSET MANAGEMENT LLC
13F
CIK 916542 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
106,844 | ||
| 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
101,766 | ||
| 15 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
97,066 | ||
| 16 |
|
85,440 | ||
| 16.1 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
2,000 | ||
| 16.2 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
143 | ||
| 17 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
75,780 | ||
| 18 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
65,722 | ||
| 19 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
64,429 | ||
| 20 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
62,888 | ||
| 20.1 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
7,676 | ||
| 20.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
6,093 | ||
| 21 |
Pinnacle Holdings, LLC
13F
CIK 1411784 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
58,916 | ||
| 22 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
52,964 | ||
| 23 |
|
52,079 | ||
| 24 |
|
49,958 | ||
| 25 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
47,822 | ||
| 26 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
40,785 | ||
| 27 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
39,638 | ||
| 28 |
Empowered Funds, LLC
13F
CIK 1592828 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
38,112 | ||
| 28.1 |
EA Bridgeway Omni Small-Cap Value ETF
Fund
S000078089 · Registered fund · Jun 30, 2026
EA Series Trust, not summed
|
38,112 | ||
| 28.2 |
Omni Small-Cap Value Fund
Fund
S000033567 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
29,176 | ||
| 28.3 |
Ultra-Small Company Market Fund
Fund
S000004424 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
7,592 | ||
| 29 |
|
37,500 | ||
| 30 |
Daytona Street Capital LLC
13F
CIK 2101936 · Unknown · Sep 30, 2026
|
37,130 | ||
| 31 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
31,007 | ||
| 32 |
|
30,904 | ||
| 33 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,242 | ||
| 34 |
|
28,952 | ||
| 35 |
|
27,311 | ||
| 36 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,576 | ||
| 37 |
LSV ASSET MANAGEMENT
13F
CIK 1050470 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
24,000 | ||
| 38 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,343 | ||
| 39 |
MARTINGALE ASSET MANAGEMENT L P
13F
CIK 936944 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,613 | ||
| 40 |
|
22,385 | ||
| 41 |
HoldCo Asset Management, LP
13F
CIK 1724246 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,804 | ||
| 42 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,928 | ||
| 43 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,651 | ||
| 44 |
Angel Oak Capital Advisors, LLC
13F
CIK 1613158 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,000 | ||
| 45 |
|
16,684 | ||
| 46 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
14,783 | ||
| 47 |
LOS ANGELES CAPITAL MANAGEMENT LLC
13F
CIK 1177206 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,771 | ||
| 48 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,149 | ||
| 49 |
Trexquant Investment LP
13F
CIK 1633445 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,058 | ||
| 50 |
|
11,985 | ||
| 50.1 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
8,833 |
18 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 175 holders
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