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Funds Holding United Community Banks Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in United Community Banks Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of UCB →Funds holding
94
as of 2026-07-31
Reported value
$609M
summed across funds
Fund families
43
named trusts
Largest conviction
2.51%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Cambiar Small Cap FundADVISORS' INNER CIRCLE FUND49.1K sh$1.7M | 2.51% |
| Harbor Small Cap Value FundHARBOR FUNDS1.2M sh$43.7M | 1.74% |
| NYLIM WMC Small Companies FundNYLIM FUNDS TRUST85.9K sh$3M | 0.89% |
| Hartford Schroders US Small Cap Opportunities FundHARTFORD MUTUAL FUNDS II, INC39.9K sh$1.4M | 0.82% |
| Invesco S&P SmallCap Value with Momentum ETFInvesco Exchange-Traded Fund Trust143.5K sh$5.1M | 0.76% |
| Transamerica Small Cap ValueTRANSAMERICA FUNDS23.3K sh$824K | 0.73% |
| BANKS ULTRASECTOR PROFUNDProFunds2K sh$72.5K | 0.71% |
| Fidelity Series Intrinsic Opportunities FundFidelity Puritan Trust491K sh$17.4M | 0.62% |
| Direxion Daily Regional Banks Bull 3X SharesDirexion Shares ETF Trust74.2K sh$2.6M | 0.62% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust218.3K sh$7.7M | 0.58% |
| SmallCap Value Fund IIPrincipal Funds, Inc194.4K sh$6.9M | 0.55% |
| Fidelity Advisor Financials FundFidelity Advisor Series VII98.5K sh$3.5M | 0.52% |
| SMALL-CAP VALUE PROFUNDProFunds985 sh$34.9K | 0.44% |
| Fidelity Series Small Cap Core FundFidelity Concord Street Trust195.5K sh$6.9M | 0.44% |
| Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust122.8K sh$4.4M | 0.43% |
| Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series250.8K sh$8.9M | 0.40% |
| Fidelity Low-Priced Stock K6 FundFidelity Puritan Trust471.1K sh$16.7M | 0.36% |
| Fidelity Low-Priced Stock FundFidelity Puritan Trust2.5M sh$89.1M | 0.36% |
| Transamerica Small/Mid Cap ValueTRANSAMERICA FUNDS56.4K sh$2M | 0.31% |
| Nuveen Quant Small Cap Equity FundTIAA-CREF Funds328.3K sh$11.6M | 0.29% |
| Column Small Cap Select FundTrust for Professional Managers157.2K sh$5.5M | 0.29% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1.5M sh$54.4M | 0.28% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust635.5K sh$22.5M | 0.27% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust888 sh$31.5K | 0.26% |
| BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.56.1K sh$2M | 0.24% |
| SmallCap S&P 600 Index FundPrincipal Funds, Inc88.2K sh$3.1M | 0.23% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust1K sh$37K | 0.20% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC935.5K sh$33.2M | 0.20% |
| Column Small Cap FundTrust for Professional Managers30.4K sh$1.1M | 0.19% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust719K sh$25.5M | 0.18% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust4.3K sh$153.5K | 0.18% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC43.7K sh$1.5M | 0.17% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust30.8K sh$1.1M | 0.16% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC27.5K sh$975.2K | 0.15% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust18K sh$638.6K | 0.15% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust3.8K sh$133.4K | 0.15% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust109.2K sh$3.9M | 0.14% |
| Global X Russell 2000 ETFGLOBAL X FUNDS58.6K sh$2.1M | 0.14% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST297.3K sh$10.5M | 0.14% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust1.3M sh$47.5M | 0.14% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds158.1K sh$5.6M | 0.14% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST12.9K sh$458.3K | 0.13% |
| iShares Morningstar Small-Cap Value ETFiShares Trust22.9K sh$811.5K | 0.12% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST76.2K sh$2.7M | 0.11% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC229.7K sh$8.1M | 0.10% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc5.6K sh$199.6K | 0.10% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC542K sh$19.2M | 0.10% |
| ULTRA SMALL CAP PROFUNDProFunds1.6K sh$55.9K | 0.10% |
| Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust288 sh$10.2K | 0.09% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust380.2K sh$13.5M | 0.09% |
| Fidelity Series All-Sector Equity FundFidelity Devonshire Trust114.2K sh$4M | 0.07% |
| iShares Morningstar Small-Cap ETFiShares Trust5K sh$177.9K | 0.06% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO17.3K sh$612.1K | 0.06% |
| Goldman Sachs Small Cap Growth Insights FundGoldman Sachs Trust5.7K sh$203.5K | 0.06% |
| Victory Extended Market Index FundVictory Portfolios III13.7K sh$487K | 0.06% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust44.3K sh$1.6M | 0.06% |
| American Beacon Small Cap Value FundAMERICAN BEACON FUNDS56.6K sh$2M | 0.05% |
| Dimensional US Vector Equity ETFDimensional ETF Trust7.9K sh$278.3K | 0.05% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds18.5K sh$656.9K | 0.05% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST31.7K sh$1.1M | 0.05% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC70.9K sh$2.5M | 0.05% |
| SMALL-CAP PROFUNDProFunds103 sh$3.7K | 0.04% |
| MFS Global Alternative Strategy FundMFS Series Trust XV2.2K sh$76.8K | 0.04% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO20.6K sh$729K | 0.04% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust21.5K sh$761.5K | 0.03% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust99.7K sh$3.5M | 0.02% |
| iShares Core Dividend Growth ETFiShares Trust273.6K sh$9.7M | 0.02% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC13.9K sh$491.7K | 0.02% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust253.3K sh$9M | 0.02% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS677.3K sh$24M | 0.02% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC188.8K sh$6.7M | 0.02% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS478.3K sh$17M | 0.02% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust3.4K sh$120.7K | 0.02% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust11.9K sh$420.1K | 0.01% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC28.8K sh$1M | 0.01% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds10.4K sh$369.4K | 0.01% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC119.3K sh$4.2M | 0.01% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds16.3K sh$577.8K | 0.01% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust6.4K sh$225.8K | 0.01% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST286 sh$10.1K | 0.01% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds10.7K sh$380.3K | 0.01% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust28.7K sh$1M | 0.01% |
| iShares Core Dividend ETFiShares Trust3.5K sh$125K | 0.01% |
| THRIVENT DYNAMIC ALLOCATION FUNDThrivent Mutual Funds885 sh$31.4K | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III677 sh$24K | 0.01% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds2.2K sh$76.6K | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds105.4K sh$3.7M | 0.01% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust36.4K sh$1.3M | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST73.3K sh$2.6M | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust64.9K sh$2.3M | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS128K sh$4.5M | 0.00% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds2K sh$71.1K | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds3.6K sh$129.1K | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust65 sh$2.3K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on UCB
Company overviewEverything on UCB in one place, with the price.SEC filingsWhat UCB's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat UCB's own officers and directors buy and sell.Who owns itEvery manager reporting a position in UCB.LobbyingWhat UCB spends lobbying Congress, and on what.Federal contractsWhat federal agencies pay UCB.