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Friday, October 2, 2026The Morning Brief →Sign in

Who holds UBSIUNITED BANKSHARES

31 funds on our shelf carry UNITED BANKSHARES — heaviest hand: KRE at 1.38% of its book.

FundWeightFund assetsShares held
KREState Street SPDR S&P Regional Banking ETFINDEX1.38%$3.7B1,427,927
XMVMInvesco S&P MidCap Value with Momentum ETFINDEX1.31%$503M139,578
XMLVInvesco S&P MidCap Low Volatility ETFINDEX1.15%$703M172,378
IATiShares U.S. Regional Banks ETFINDEX1.11%$619M146,291
KBEState Street SPDR S&P Bank ETFINDEX0.97%$1.5B313,393
RFVInvesco S&P MidCap 400 Pure Value ETFINDEX0.66%$327M45,668
DVYiShares Select Dividend ETFINDEX0.61%$22.6B2,952,437
XMMOInvesco S&P MidCap Momentum ETFINDEX0.59%$7B896,303
AUSFGlobal X Adaptive U.S. Factor ETFINDEX0.51%$298M96,295
VTWVVanguard Russell 2000 Value ETFINDEX0.43%$813M131,300
IWNiShares Russell 2000 Value ETFINDEX0.42%$14.2B1,283,775
MDYVState Street SPDR S&P 400 Mid Cap Value ETFINDEX0.39%$2.7B224,469
IVOVVanguard S&P Mid-Cap 400 Value ETFINDEX0.38%$923M118,942
IJJiShares S&P Mid-Cap 400 Value ETFINDEX0.37%$8.5B687,977
SMLVState Street SPDR US Small Cap Low Volatility Index ETFINDEX0.35%$246M18,728
ESMLiShares ESG Aware MSCI USA Small-Cap ETFINDEX0.30%$2.8B176,797
SDYState Street SPDR S&P Dividend ETFINDEX0.29%$20.7B1,364,922
OMFSInvesco Russell 2000 Dynamic Multifactor ETFACTIVE0.27%$267M15,529
RSSLGlobal X Russell 2000 ETFINDEX0.21%$1.5B66,228
VTWOVanguard Russell 2000 ETFINDEX0.21%$9.9B805,745
QVMMInvesco S&P MidCap 400 QVM Multi-factor ETFINDEX0.21%$414M18,396
IWMiShares Russell 2000 ETFINDEX0.20%$78B3,427,300
ISCViShares Morningstar Small-Cap Value ETFINDEX0.20%$672M29,572
XJHiShares ESG Screened S&P Mid-Cap ETFINDEX0.20%$413M17,768
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFINDEX0.18%$18.2B718,462
IJHiShares Core S&P Mid-Cap ETFINDEX0.18%$122.8B4,677,993
IVOOVanguard S&P Mid-Cap 400 ETFINDEX0.18%$2.2B226,163
VBRVanguard Small Cap Value Index FundINDEX0.14%$30.1B2,013,542
IYGiShares U.S. Financial Services ETFINDEX0.09%$2.1B39,812
SPDGState Street SPDR Portfolio S&P Sector Neutral Dividend ETFINDEX0.08%$13M213
VFHVanguard Financials Index FundINDEX0.07%$10.3B226,172

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