Atlantic Union BanksharesAUB
13F holders, Q2 2024 (June 30)274holders
35new positions
36sold out
3famous investors
$32.85avg. 13F price*
At the end of Q2 2024, 274 institutions reported holding Atlantic Union Bankshares Co. (AUB) in their 13F filings, unchanged from Q1 2024. 35 opened new positions and 36 sold out. The largest holders were BlackRock Inc. ($429.6M), Vanguard Group Inc. ($358.8M) and Dimensional Fund Advisors LP ($186.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Atlantic Union Bankshares Co.
- CUSIP
- 04911A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $17.5M |
| Exits | 36 | $50.9M |
All 13F filers, Q1 2024 → Q2 2024: 9,745,218 shares bought and 2,707,540 shares sold, net +7,037,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 274 holders
| BlackRock Inc. | 0.01% | Add +18.5% | 13,077,675 | $429.6M |
| Vanguard Group Inc. | 0.01% | Add +18.5% | 10,922,293 | $358.8M |
| Dimensional Fund Advisors LP | 0.05% | Add +13.8% | 5,681,290 | $186.6M |
| State Street Corp. | 0.01% | Add +23.6% | 4,361,910 | $143.3M |
| Westwood Holdings Group Inc. | 0.72% | Add +1.2% | 2,658,342 | $87.3M |
| Geode Capital Management, LLC | 0.01% | Add +24.0% | 2,051,039 | $67.4M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -0.1% | 1,636,712 | $53.8M |
| Victory Capital Management Inc. | 0.05% | Add +8.8% | 1,595,728 | $52.4M |
| Franklin Resources Inc. | 0.01% | Add +42.2% | 1,351,057 | $44.4M |
| GW&K Investment Management, LLC | 0.38% | Add +0.8% | 1,259,613 | $41.4M |
| Bank of New York Mellon Corp | 0.01% | Add +45.3% | 1,180,199 | $38.8M |
| Northern Trust Corp. | 0.01% | Add +11.9% | 1,065,041 | $35.0M |
| London Co. of Virginia | 0.17% | Add +16.3% | 911,585 | $29.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +27.6% | 895,838 | $29.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.1% | 878,438 | $28.9M |
| LSV Asset Management | 0.05% | Reduce -19.5% | 707,200 | $23.2M |
| William Blair Investment Management, LLC | 0.06% | Reduce -0.2% | 684,814 | $22.5M |
| Ameriprise Financial Inc. | 0.01% | Add +121.2% | 631,895 | $20.8M |
| Fort Washington Investment Advisors Inc. | 0.13% | Add +9.6% | 612,181 | $20.1M |
| Tributary Capital Management, LLC | 1.64% | Add +0.2% | 601,583 | $19.8M |
| Morgan Stanley | 0.00% | Add +12.0% | 534,762 | $17.6M |
| Atlantic Union Bankshares Corp | 0.94% | Add +64.6% | 458,689 | $15.1M |
| Jennison Associates LLC | 0.01% | Add +39.3% | 443,150 | $14.6M |
| Principal Financial Group Inc. | 0.01% | Add +13.2% | 442,768 | $14.5M |
| Norges Bank | 0.00% | No change | 427,771 | $14.1M |
| Ceredex Value Advisors LLC | 0.23% | Reduce -0.6% | 365,467 | $12.0M |
| Systematic Financial Management LP | 0.35% | Add +51.1% | 346,292 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 329,672 | $10.8M |
| Fisher Asset Management | 0.00% | Add +0.1% | 328,403 | $10.8M |
| Bank of America Corp. | 0.00% | Add +58.9% | 317,014 | $10.4M |
| Rhumbline Advisers | 0.01% | Add +18.0% | 284,146 | $9.3M |
| Nuveen Asset Management, LLC | 0.00% | Add +16.5% | 276,353 | $9.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -14.8% | 274,570 | $9.0M |
| Pinnacle Associates Ltd. | 0.14% | Reduce -7.3% | 267,381 | $8.8M |
| Sei Investments Co. | 0.01% | Add +62.7% | 261,634 | $8.6M |
| Legal & General Group Plc | 0.00% | Add +19.1% | 249,427 | $8.2M |
| ProShare Advisors LLC | 0.02% | Reduce -14.9% | 203,645 | $6.7M |
| Invesco Ltd. | 0.00% | Add +17.3% | 200,024 | $6.6M |
| Public Sector Pension Investment Board | 0.04% | Add +28.5% | 197,549 | $6.5M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -1.8% | 193,318 | $6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +54.8% | 190,388 | $6.3M |
| Voya Investment Management LLC | 0.01% | Reduce -13.8% | 179,771 | $5.9M |
| Swiss National Bank | 0.00% | Add +19.1% | 176,147 | $5.8M |
| Jane Street Group, LLC | 0.01% | Add +191.9% | 175,660 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +13.8% | 146,939 | $4.8M |
| Prudential Financial Inc. | 0.01% | Add +15.3% | 143,408 | $4.7M |
| Royce & Associates LP | 0.04% | Reduce -64.9% | 135,280 | $4.4M |
| Citigroup Inc. | 0.00% | Add +31.1% | 131,945 | $4.3M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.27% | Add +0.9% | 130,890 | $4.3M |
| Homestead Advisers Corp | 0.10% | No change | 129,592 | $4.3M |
| Renaissance Technologies | 0.01% | New | 124,689 | $4.1M |
| Raymond James & Associates | 0.00% | Add +2.7% | 121,394 | $4.0M |
| Keeley-Teton Advisors, LLC | 0.51% | Reduce -2.3% | 121,057 | $4.0M |
| Rafferty Asset Management, LLC | 0.01% | Add +62.9% | 115,014 | $3.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +35.0% | 108,691 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +15.8% | 108,683 | $3.6M |
| Truist Financial Corp. | 0.01% | Reduce -9.5% | 107,448 | $3.5M |
| Alliancebernstein L.P. | 0.00% | Add +18.8% | 104,937 | $3.4M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.5% | 100,893 | $3.3M |
| UBS Group AG | 0.00% | Reduce -2.7% | 98,980 | $3.3M |
| American Century Companies Inc. | 0.00% | Reduce -27.4% | 94,614 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.7% | 93,042 | $3.1M |
| California State Teachers Retirement System | 0.00% | Add +16.3% | 87,253 | $2.9M |
| Martin & Co. Inc. | 0.71% | Reduce -4.3% | 85,475 | $2.8M |
| First Trust Advisors LP | 0.00% | Add +2.4% | 82,509 | $2.7M |
| Barclays PLC | 0.00% | Reduce -28.9% | 80,461 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +16.9% | 80,039 | $2.6M |
| LPL Financial LLC | 0.00% | Add +198.5% | 75,385 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.6% | 72,410 | $2.4M |
| Canal Capital Management, LLC | 0.37% | Reduce -0.3% | 66,265 | $2.2M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 63,403 | $2.1M |
| Cary Street Partners Investment Advisory LLC | 0.08% | Add +68.4% | 61,541 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -32.4% | 57,702 | $1.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.8% | 57,132 | $1.9M |
| First National Bank of Omaha | 0.12% | Reduce -14.2% | 55,732 | $1.8M |
| FMR LLC | 0.00% | Add +6.9% | 54,833 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Add +15.3% | 52,704 | $1.7M |
| Corebridge Financial, Inc. | 0.01% | — | 51,893 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Add +32.6% | 51,586 | $1.7M |
| Smith Salley Wealth Management | 0.12% | New | 50,885 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Add +20.1% | 49,822 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Add +4.2% | 49,554 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Reduce -1.7% | 48,950 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.4% | 48,061 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.1% | 47,697 | $1.6M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -6.6% | 46,989 | $1.5M |
| Wesbanco Bank Inc. | 0.06% | No change | 45,665 | $1.5M |
| Janus Henderson Group PLC | 0.00% | Add +31.2% | 45,528 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 45,556 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Add +21.5% | 45,200 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -9.5% | 44,489 | $1.5M |
| Dana Investment Advisors, Inc. | 0.05% | Add +8.2% | 43,179 | $1.4M |
| Comerica Bank | 0.01% | Add +3.6% | 41,696 | $1.4M |
| Paradigm Asset Management Co. LLC | 0.37% | New | 40,500 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +5.7% | 40,253 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +165.9% | 39,876 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +79.2% | 38,561 | $1.3M |
| Wellington Management Group LLP | 0.00% | No change | 37,839 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.7% | 36,259 | $1.2M |
| Dudley Capital Management, LLC | 0.66% | No change | 36,071 | $1.2M |
| New York State Common Retirement Fund | 0.00% | Add +19.6% | 35,952 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Add +6.1% | 35,907 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -10.9% | 35,742 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -10.9% | 35,742 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +8.7% | 33,999 | $1.1M |
| Bridgeway Capital Management, LLC | 0.03% | New | 33,750 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 32,481 | $1.1M |
| Oliver Luxxe Assets LLC | 0.23% | Add +3.3% | 32,314 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +131.7% | 32,097 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +17.8% | 32,057 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 31,518 | $1.0M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -75.8% | 31,430 | $1.0M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -2.8% | 31,298 | $1.0M |
| Guggenheim Capital LLC | 0.01% | Add +56.5% | 28,689 | $942K |
| Hantz Financial Services, Inc. | 0.02% | Add +123.0% | 28,460 | $935K |
| Teton Advisors, Inc. | 0.39% | No change | 27,500 | $903K |
| Amalgamated Bank | 0.01% | Add +14.9% | 27,402 | $900K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +38.5% | 25,734 | $845K |
| Mariner, LLC | 0.00% | Add +19.8% | 25,722 | $845K |
| Trust Point Inc. | 0.07% | Reduce -3.3% | 25,485 | $837K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -30.1% | 25,328 | $832K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -34.0% | 25,112 | $825K |
| Arizona State Retirement System | 0.01% | Add +21.4% | 25,037 | $822K |
| Mendon Capital Advisors Corp. | 0.51% | Reduce -50.0% | 25,000 | $821K |
| Curi Capital, LLC | 0.02% | Reduce -50.0% | 25,000 | $821K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.4% | 24,700 | $811K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +18.4% | 24,144 | $793K |
| Clearstead Advisors, LLC | 0.01% | New | 23,933 | $786K |
| Salzhauer Michael | 0.60% | Add +37.7% | 22,713 | $746K |
| D'Orazio & Associates, Inc. | 0.11% | No change | 22,330 | $734K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +8.6% | 21,831 | $717K |
| Pitcairn Co. | 0.04% | Add +11.2% | 21,745 | $714K |
| New York State Teachers Retirement System | 0.00% | Add +7.0% | 21,300 | $700K |
| Heritage Wealth Advisors | 0.03% | Add +0.5% | 21,274 | $699K |
| De Lisle Partners LLP | 0.15% | New | 20,565 | $676K |
| First Hawaiian Bank | 0.02% | Add +17.6% | 19,648 | $645K |
| FineMark National Bank & Trust | 0.02% | No change | 19,587 | $643K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +19.4% | 19,343 | $635K |
| SG Americas Securities, LLC | 0.00% | Add +69.9% | 19,122 | $628K |
| White Pine Capital LLC | 0.24% | Reduce -19.5% | 19,044 | $626K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.2% | 18,725 | $615K |
| Harbor Advisors LLC | 0.11% | New | 18,644 | $612K |
| Pathstone Holdings, LLC | 0.00% | Add +121.4% | 18,544 | $609K |
| BNP Paribas Financial Markets | 0.00% | Reduce -58.4% | 18,081 | $594K |
| Tidal Investments LLC | 0.01% | New | 18,077 | $594K |
| Salomon & Ludwin, LLC | 0.07% | No change | 17,820 | $585K |
| Taylor Financial Group, Inc. | 0.45% | Add +28.9% | 17,732 | $582K |
| Intrust Bank NA | 0.06% | Add +17.0% | 17,282 | $568K |
| HighTower Advisors, LLC | 0.00% | Add +5.5% | 16,462 | $538K |
| Handelsbanken Fonder AB | 0.00% | No change | 16,316 | $536K |
| Uncommon Cents Investing LLC | 0.17% | Reduce -1.1% | 16,310 | $536K |
| HSBC Holdings PLC | 0.00% | Reduce -91.1% | 16,306 | $535K |
| Stephens Inc. | 0.01% | Reduce -11.0% | 15,293 | $502K |
| Resources Management Corp. /CT/ | 0.07% | No change | 15,200 | $499K |
| First Manhattan Co. Llc. | 0.00% | No change | 15,000 | $493K |
| Mutual of America Capital Management LLC | 0.01% | Add +14.2% | 14,755 | $485K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | Add +10.0% | 14,057 | $460K |
| Amundi | 0.00% | Add +3.2% | 13,948 | $459K |
| Inceptionr LLC | 0.13% | Add +18.9% | 13,955 | $458K |
| Man Group plc | 0.00% | New | 13,548 | $445K |
| Ledyard National Bank | 0.04% | New | 13,494 | $443K |
| Connecticut Wealth Management, LLC | 0.02% | New | 12,960 | $426K |
| MQS Management LLC | 0.25% | New | 12,457 | $409K |
| Danske Bank A/S | 0.00% | Reduce -71.7% | 12,446 | $409K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.3% | 12,304 | $404K |
| Two Sigma Investments, LP | 0.00% | New | 12,242 | $402K |
| Gsa Capital Partners LLP | 0.03% | New | 12,186 | $400K |
| Captrust Financial Advisors | 0.00% | Reduce -14.1% | 12,114 | $398K |
| US Bancorp \de | 0.00% | Reduce -2.0% | 11,851 | $389K |
| Osaic Holdings, Inc. | 0.00% | Add +109.9% | 11,712 | $384K |
| Dover Advisors, LLC | 0.23% | New | 11,539 | $379K |
| GAMCO Investors | 0.00% | No change | 11,500 | $378K |
| Cetera Investment Advisers | 0.00% | Add +38.0% | 11,250 | $370K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -3.1% | 11,220 | $369K |
| Natixis Investment Managers International | 0.03% | Reduce -3.1% | 11,220 | $369K |
| Creative Planning | 0.00% | Reduce -13.1% | 10,919 | $359K |
| Advisory Services Network, LLC | 0.01% | New | 10,865 | $357K |
| Bank of Montreal | 0.00% | Reduce -5.7% | 10,395 | $342K |
| M&T Bank Corp | 0.00% | Reduce -4.4% | 10,403 | $342K |
| Advantage Alpha Capital Partners LP | 0.07% | Reduce -9.5% | 10,094 | $332K |
| Readystate Asset Management LP | 0.03% | New | 10,088 | $331K |
| Park Avenue Securities LLC | 0.00% | Reduce -2.8% | 9,897 | $325K |
| Pictet Asset Management Holding SA | 0.00% | Add +1.8% | 9,889 | $325K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,662 | $317K |
| Focus Partners Wealth | 0.00% | Add +62.8% | 9,565 | $314K |
| Moors & Cabot, Inc. | 0.02% | Add +5.5% | 9,532 | $313K |
| Equitable Holdings, Inc. | 0.00% | Add +2.3% | 9,178 | $301K |
| Vista Investment Management | 0.12% | No change | 9,150 | $301K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +16.3% | 9,052 | $297K |
| Algert Global LLC | 0.01% | New | 9,009 | $296K |
| City Center Advisors, LLC | 0.35% | No change | 8,346 | $295K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 8,821 | $290K |
| Neuberger Berman Group LLC | 0.00% | Add +11.0% | 8,748 | $287K |
| CIBC Asset Management Inc | 0.00% | Add +19.9% | 8,538 | $280K |
| Beacon Harbor Wealth Advisors, Inc. | 0.07% | No change | 8,372 | $275K |
| Pettyjohn, Wood & White, Inc. | 0.05% | New | 8,200 | $269K |
| Oppenheimer & Co. Inc. | 0.00% | Add +38.0% | 8,166 | $268K |
| Alpha Omega Wealth Management LLC | 0.05% | Reduce -1.2% | 8,064 | $265K |
| Parkside Investments, LLC | 0.04% | Add +1.0% | 7,958 | $261K |
| MML Investors Services, LLC | 0.00% | Reduce -21.0% | 7,928 | $260K |
| Profund Advisors LLC | 0.01% | Add +32.2% | 7,703 | $253K |
| Diversified Trust Co. | 0.01% | New | 7,686 | $252K |
| State of Wisconsin Investment Board | 0.00% | Add +31.3% | 7,682 | $252K |
| First National Advisers, LLC | 0.05% | Add +10.0% | 7,652 | $251K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,473 | $249K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 7,537 | $248K |
| Squarepoint Ops LLC | 0.00% | Reduce -88.4% | 7,466 | $245K |
| Praxis Investment Management Inc. | 0.02% | No change | 7,690 | $244K |
| Beacon Investment Advisors LLC | 0.12% | Add +0.0% | 7,296 | $240K |
| Toth Financial Advisory Corp. | 0.03% | No change | 7,293 | $240K |
| Occudo Quantitative Strategies LP | 0.04% | New | 6,923 | $227K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.4% | 6,580 | $216K |
| CoreCap Advisors, LLC | 0.02% | New | 6,562 | $216K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,546 | $215K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.1% | 6,366 | $209K |
| Regions Financial Corp. | 0.00% | Reduce -3.1% | 6,133 | $201K |
| Jones Financial Companies LLLP | 0.00% | Add +39.3% | 6,032 | $198K |
| Allworth Financial LP | 0.00% | New | 4,806 | $187K |
| Central Pacific Bank - Trust Division | 0.02% | Add +10.1% | 5,650 | $186K |
| EMC Capital Management | 0.11% | No change | 5,623 | $185K |
| Sandy Spring Bank | 0.01% | No change | 5,536 | $182K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 5,295 | $174K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.6% | 4,676 | $154K |
| SouthState Bank Corp | 0.01% | No change | 4,335 | $142K |
| ORG Partners LLC | 0.01% | New | 3,283 | $107K |
| Evermay Wealth Management LLC | 0.02% | No change | 3,096 | $102K |
| Main Street Group, LTD | 0.05% | No change | 3,089 | $101K |
| KBC Group NV | 0.00% | Add +28.5% | 2,870 | $94K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -46.5% | 2,838 | $93K |
| Family Firm, Inc. | 0.02% | New | 2,575 | $85K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -27.1% | 2,266 | $74K |
| STRS Ohio | 0.00% | New | 2,100 | $69K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -6.5% | 1,854 | $61K |
| Investors Research Corp | 0.01% | No change | 1,600 | $53K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +1094.3% | 1,469 | $48K |
| Fifth Third Bancorp | 0.00% | Add +7.3% | 1,311 | $43K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.8% | 1,108 | $36K |
| Blue Trust, Inc. | 0.00% | Add +10.8% | 994 | $35K |
| Mather Group, Llc. | 0.00% | No change | 749 | $26K |
| Concord Wealth Partners | 0.00% | New | 675 | $22K |
| Huntington National Bank | 0.00% | Reduce -35.3% | 653 | $21K |
| Raffa Wealth Management, LLC | 0.01% | No change | 642 | $21K |
| Lanark Financial, Inc. | 0.00% | No change | 661 | $21K |
| UMB Bank, n.a. | 0.00% | Add +2.0% | 622 | $20K |
| GAMMA Investing LLC | 0.00% | Add +70.4% | 552 | $18K |
| Global Retirement Partners, LLC | 0.00% | Add +6022.2% | 551 | $18K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 520 | $17K |
| Signaturefd, LLC | 0.00% | Reduce -12.2% | 430 | $14K |
| Smartleaf Asset Management LLC | 0.00% | New | 434 | $14K |
| Cwm, LLC | 0.00% | Reduce -20.9% | 329 | $11K |
| Private Trust Co. NA | 0.00% | No change | 333 | $11K |
| Principal Securities, Inc. | 0.00% | Reduce -2.8% | 313 | $10K |
| Versant Capital Management, Inc | 0.00% | Add +305.2% | 312 | $10K |
| Towne Trust Company, N.A | 0.00% | No change | 217 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -42.3% | 205 | $7K |
| Covestor Ltd | 0.00% | Add +0.5% | 192 | $6K |
| Front Row Advisors LLC | 0.00% | Reduce -14.9% | 160 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +807.1% | 127 | $5K |
| Red Tortoise LLC | 0.00% | No change | 100 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 97 | $3K |
| Innealta Capital, LLC | 0.00% | New | 75 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 63 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +130.4% | 53 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 52 | $2K |
| Rothschild Investment LLC | 0.00% | Add +250.0% | 35 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 29 | $953 |
| Johnson Financial Group, Inc. | 0.00% | New | 25 | $822 |
| SJS Investment Consulting Inc. | 0.00% | No change | 18 | $592 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 17 | $558 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +16.7% | 14 | $460 |
| Larson Financial Group LLC | 0.00% | New | 11 | $361 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -63.2% | 7 | $230 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $33 |
| TD Waterhouse Canada Inc. | 0.00% | New | 1 | $33 |
"% of holder's portfolio" is AUB's weight in each manager's 13F, not the share of Atlantic Union Bankshares Co. the manager owns.