FIRST UNITED CORP/MD/ - FUNC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 390,913 | 14,323 | 0.0% | 0.0% | 1 | +3,894 | 1.01% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 360,942 | 13,224 | 0.0% | 0.0% | 2 | -1,587 | -0.44% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 343,288 | 12,852 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 268,957 | 9,854 | 0.0% | — | 4 | +268,957 | New | Q1 2026 | May 15, 2026 |
| GENDELL JEFFREY L | History | No change | 178,352 | 6,534 | 0.09% | 0.12% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| De Lisle Partners LLP | History | Added to | 164,390 | 6,026 | 0.72% | 0.75% | 6 | +9,000 | 5.79% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 139,568 | 5,115 | 0.0% | 0.0% | 7 | +415 | 0.3% | Q1 2026 | May 15, 2026 |
| Huber Capital Management LLC | History | No change | 119,937 | 4,394 | 0.68% | 0.66% | 8 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 113,360 | 4,153 | 0.0% | 0.0% | 9 | +3,232 | 2.93% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 103,595 | 3,795 | 0.01% | 0.01% | 10 | -4,800 | -4.43% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 100,571 | 3,684 | 0.0% | 0.0% | 11 | -547 | -0.54% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 94,706 | 3,467 | 0.0% | 0.01% | 12 | +994 | 1.06% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 87,356 | 3,200 | 0.0% | 0.0% | 13 | +1,980 | 2.32% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 75,780 | 2,776 | 0.06% | 0.06% | 14 | +2,243 | 3.05% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 64,263 | 2,354 | 0.0% | 0.0% | 15 | +16,540 | 34.66% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 59,483 | 2,179 | 0.0% | 0.0% | 16 | +2,185 | 3.81% | Q1 2026 | May 14, 2026 |
| Pinnacle Holdings, LLC | History | No change | 58,976 | 2,160 | 0.7% | 0.75% | 17 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 53,660 | 1,966 | 0.0% | 0.0% | 18 | +9,665 | 21.97% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 38,112 | 1,396 | 0.01% | 0.02% | 19 | +2,243 | 6.25% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 37,945 | 1,390 | 0.0% | — | 20 | +37,945 | New | Q1 2026 | May 08, 2026 |
| Daytona Street Capital LLC | History | No change | 37,130 | 1,386 | 1.07% | 1.08% | 21 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 37,757 | 1,383 | 0.0% | 0.0% | 22 | -1,014 | -2.62% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 34,765 | 1,273 | 0.0% | — | 23 | +34,765 | New | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 28,785 | 1,054 | 0.0% | 0.0% | 24 | +13,095 | 83.46% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 28,620 | 1,048 | 0.0% | 0.0% | 25 | -15,427 | -35.02% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 23,989 | 878 | 0.0% | 0.0% | 26 | -3,145 | -11.59% | Q1 2026 | May 05, 2026 |
| Angel Oak Capital Advisors, LLC | History | No change | 23,700 | 868 | 0.96% | 1.29% | 27 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,149 | 848 | 0.0% | 0.0% | 28 | -9,606 | -29.33% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 22,706 | 832 | 0.0% | 0.0% | 29 | +1,706 | 8.12% | Q1 2026 | May 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 22,611 | 828 | 0.02% | — | 30 | +22,611 | New | Q1 2026 | May 13, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 22,372 | 819 | 0.5% | 0.53% | 31 | -2,808 | -11.15% | Q1 2026 | Apr 24, 2026 |
| HoldCo Asset Management, LP | History | No change | 20,804 | 762 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 19,277 | 706 | 0.0% | 0.0% | 33 | -672 | -3.37% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 15,923 | 583 | 0.0% | 0.0% | 34 | -2,051 | -11.41% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 15,181 | 557 | 0.0% | 0.0% | 35 | -98 | -0.64% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 14,445 | 529 | 0.0% | 0.0% | 36 | +2,234 | 18.29% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 12,500 | 468 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 12,516 | 458 | 0.0% | 0.01% | 38 | -5,009 | -28.58% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 11,508 | 426 | 0.0% | 0.0% | 39 | +3,528 | 44.21% | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Reduced | 10,809 | 396 | 0.0% | 0.0% | 40 | -6,460 | -37.41% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 10,672 | 392 | 0.0% | 0.0% | 41 | -1,000 | -8.57% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 9,418 | 345 | 0.0% | — | 42 | +9,418 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 8,495 | 311 | 0.0% | 0.0% | 43 | -1,791 | -17.41% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 7,445 | 272 | 0.0% | — | 44 | +7,445 | New | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,065 | 258 | 0.0% | 0.0% | 45 | +47 | 0.67% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 6,907 | 253 | 0.0% | 0.0% | 46 | -197 | -2.77% | Q1 2026 | Apr 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,288 | 230 | 0.0% | 0.0% | 47 | -1,807 | -22.32% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 6,299 | 230 | 0.0% | 0.0% | 48 | +151 | 2.46% | Q1 2026 | May 11, 2026 |
| Nuveen, LLC | History | Reduced | 5,902 | 216 | 0.0% | 0.0% | 49 | -7,445 | -55.78% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 5,742 | 210 | 0.0% | 0.0% | 50 | -1,371 | -19.27% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Reduced | 5,479 | 200 | 0.0% | 0.0% | 51 | -5 | -0.09% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 4,773 | 174 | 0.0% | 0.0% | 52 | -223 | -4.46% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 4,486 | 164 | 0.0% | 0.0% | 53 | -197 | -4.21% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,733 | 136 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,400 | 124 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,864 | 104 | 0.0% | 0.0% | 56 | +68 | 2.43% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,463 | 90 | 0.0% | 0.0% | 57 | +446 | 22.11% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,447 | 89 | 0.0% | 0.0% | 58 | -1,026 | -29.54% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,277 | 83 | 0.0% | 0.0% | 59 | -4,473 | -66.27% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 2,250 | 82 | 0.0% | — | 60 | +2,250 | New | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,672 | 61 | 0.0% | 0.0% | 61 | +1,387 | 486.67% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,290 | 47 | 0.0% | 0.0% | 62 | -70 | -5.15% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,201 | 44 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STRS OHIO | History | No change | 1,200 | 43 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 896 | 32 | 0.0% | 0.0% | 65 | +501 | 126.84% | Q1 2026 | Apr 17, 2026 |
| FMR LLC | History | Reduced | 737 | 26 | 0.0% | 0.0% | 66 | -4 | -0.54% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 704 | 25 | 0.0% | 0.0% | 67 | -28 | -3.83% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 615 | 22 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 544 | 19 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | No change | 486 | 17 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 326 | 11 | 0.0% | 0.0% | 71 | -44 | -11.89% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 280 | 10 | 0.0% | 0.0% | 72 | +143 | 104.38% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Reduced | 299 | 10 | 0.0% | 0.0% | 73 | -95 | -24.11% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 199 | 7 | 0.0% | 0.0% | 74 | -148 | -42.65% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 215 | 7 | 0.0% | 0.0% | 75 | +16 | 8.04% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 67 | 2 | 0.0% | 0.0% | 76 | -239 | -78.1% | Q1 2026 | Jun 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 30 | 1 | 0.0% | — | 78 | +30 | New | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 30 | 1 | 0.0% | — | 79 | +30 | New | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 45 | 1 | 0.0% | 0.0% | 77 | -19 | -29.69% | Q1 2026 | Apr 06, 2026 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -37,500 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,389 | -100.0% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,731 | -100.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -5,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,016 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q1 2026 | May 08, 2026 |
| Evergreen Advisors, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9 | 0 | — | — | — | -4 | -30.77% | Q1 2026 | Apr 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 8 | 0 | — | — | — | +3 | 60.0% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 5 | 0 | — | — | — | -3 | -37.5% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 24, 2026 |
| Essential Partners LLC | History | Reduced | 11 | 0 | — | — | — | -1 | -8.33% | Q1 2026 | May 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |