SEC 13F Intelligence

FUNCFIRST UTD CORP

CUSIP 33741H107 · Yahoo Finance ↗ · Google Finance ↗

First Utd Corp (FUNC) has 85 institutional holders in Filings Flow’s 13F database, together reporting 2.99M shares worth $105M as of Q1 2026. The largest reported holders are Blackrock, Inc., Dimensional Fund Advisors LP, and Vanguard Group Inc.

Institutional Holders
85
Q1 2026
Reported Value
$105M
Ticker
FUNC
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 31Q4 ’18Q1 ’19: 31Q2 ’19: 27Q2 ’19Q3 ’19: 29Q2 ’21: 28Q2 ’21Q4 ’21: 21Q4 ’22: 28Q4 ’22Q4 ’25: 83Q1 ’26: 85Q1 ’26Q2 ’26: 5filingsflow.com
Total reported value
Q4 ’18: $22MQ4 ’18Q1 ’19: $49MQ2 ’19: $49MQ2 ’19Q3 ’19: $39MQ2 ’21: $29MQ2 ’21Q4 ’21: $20MQ4 ’22: $20MQ4 ’22Q4 ’25: $108MQ1 ’26: $105MQ1 ’26Q2 ’26: $2Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Daytona Street Capital LLC$130M AUM1.07%$1M37.1KQ1 2026OLDER
De Lisle Partners LLP$836M AUM0.72%$6M164.4KQ1 2026OLDER
Huber Capital Management LLC$647M AUM0.68%$4M119.9KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM0.50%$819,71022.4KQ1 2026OLDER
Fourthstone LLC$590M AUM0.26%$1M37.5KQ4 2025OLDER
TrueMark Investments, LLC$514M AUM0.22%$1M34.9KQ3 2025OLDER
GENDELL JEFFREY L$7.3B AUM0.09%$7M178.4KQ1 2026OLDER
HoldCo Asset Management, LP$1.3B AUM0.06%$762,25920.8KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.06%$3M75.8KQ1 2026OLDER
SeaCrest Wealth Management, LLC$903M AUM0.02%$208,7294.7KQ2 2026
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.02%$828,46822.6KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$1M38.1KQ2 2026
LOGAN CAPITAL MANAGEMENT INC$2.3B AUM0.01%$182,0485.0KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$4M103.6KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$253,0596.9KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$458,58612.5KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$706,30919.3KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$13M360.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$4M113.4KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$4M100.6KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$32,829896Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$210,3875.7KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$61,2621.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$311,2578.5KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$10,955299Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$1M28.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M37.8KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$1M28.6KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$136,7773.7KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$22,534615Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$529,26514.4KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$230,7956.3KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$258,8987.1KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$44,0051.2KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$1M37.9KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$272,7857.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$5M139.6KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$2M59.5KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$200,7515.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M64.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$14M390.9KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$10M269.0KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$426,60211.5KQ1 2026OLDER
Evergreen Advisors, LLC$426M AUM0.00%$84323Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$13M343.3KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$43,9681.2KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$124,5763.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$878,97424.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$38,0301.0KQ4 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$14,033375Q4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$345,0769.4KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$104,9372.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$164,3634.5KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$7,291199Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$848,17923.1KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$202,1765.4KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$214,5555.7KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$3M87.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$2M44.0KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$557,00015.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$396,04110.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$583,41915.9KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$501,28413.4KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$1,98545Q2 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$1M34.8KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$216,2495.9KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$174,8834.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$298,0218.1KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$39210.7KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$82,4402.3KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$248,3456.8KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$25,798704Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$47,2661.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$7,878215Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$230,3926.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$83,4412.3KQ2 2026
UBS Group AG$666.3B AUM0.00%$90,2452.5KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$11,945326Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$371Q3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$73620Q3 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1835Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$2,44367Q2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$89,9522.4KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1845Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1103Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$19,932544Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$10,260280Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$3319Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1,09930Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$26,986737Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$2948Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$371Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$1103Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1,09930Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$2206Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.