Funds holding Univest Financial Corp
228 funds declare a position · 48 ETFs and 180 other funds · 340.8M $ · US9152711001
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 10,049 | 381.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 102 | Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 10,010 | 342.9K $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 103 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 9,901 | 339.2K $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 104 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 9,840 | 337.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 105 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 9,560 | 327.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 106 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 9,500 | 360.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 107 | Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | 9,469 | 324.4K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 108 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 9,267 | 317.5K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 109 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 9,027 | 309.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 110 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 8,669 | 297K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 111 | VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 8,274 | 277.6K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 112 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 7,806 | 267.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 113 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 7,460 | 283.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 114 | iShares Russell 3000 ETF iShares Trust | 7,273 | 249.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 115 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,243 | 275.2K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 116 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 7,216 | 274.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 117 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,001 | 266K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 118 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 6,926 | 263.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 119 | iShares Morningstar Small-Cap Value ETF iShares Trust | 6,271 | 238.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 120 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 6,009 | 205.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 121 | ACUITAS US MICROCAP FUND FORUM FUNDS II | 5,891 | 201.8K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 122 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 5,770 | 193.6K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 123 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,752 | 193K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 124 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 5,588 | 191.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 125 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,585 | 191.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 126 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 5,507 | 188.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 127 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 5,460 | 187.1K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 128 | Small Cap Index Trust John Hancock Variable Insurance Trust | 5,166 | 177K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 129 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 4,990 | 171K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 130 | Small Cap Value Fund VALIC Co I | 4,851 | 162.8K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 131 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,715 | 158.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 132 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 4,696 | 178.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 133 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 4,379 | 166.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 134 | Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 4,348 | 165.2K $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 135 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 4,292 | 163.1K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 136 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 4,270 | 146.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 137 | LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,025 | 137.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 138 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,903 | 133.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 139 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 3,731 | 127.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 140 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 3,640 | 124.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 141 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,553 | 121.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 142 | Small Cap Core Fund Northern Funds | 3,472 | 119K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 143 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 3,445 | 118K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 144 | Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 3,376 | 113.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 145 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 3,363 | 115.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 146 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,348 | 114.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 147 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,247 | 111.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 148 | Victory Extended Market Index Fund Victory Portfolios III | 3,165 | 120.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 149 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 3,139 | 107.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 150 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,992 | 113.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 151 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 2,640 | 90.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 152 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,614 | 99.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 153 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,461 | 84.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 154 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 2,416 | 81.1K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 155 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,408 | 82.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 156 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,328 | 79.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 157 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,327 | 79.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 158 | iShares MSCI World Small-Cap ETF iShares Trust | 2,314 | 77.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 159 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,271 | 76.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 160 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,236 | 84.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 161 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,163 | 74.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 162 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 2,148 | 72.1K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 163 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,138 | 73.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 164 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 2,062 | 70.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 165 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,022 | 69.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 166 | Column Small Cap Fund Trust for Professional Managers | 1,879 | 63K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 167 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,834 | 69.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 168 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,834 | 62.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 169 | New Covenant Growth Fund NEW COVENANT FUNDS | 1,820 | 62.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 170 | ProShares Ultra Russell2000 ProShares Trust | 1,759 | 59K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 171 | Adasina Social Justice All Cap Global ETF Tidal Trust I | 1,759 | 59K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 172 | ProShares UltraPro Russell2000 ProShares Trust | 1,755 | 58.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 173 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,526 | 58K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 174 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,503 | 51.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 175 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,495 | 51.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 176 | iShares Morningstar Small-Cap ETF iShares Trust | 1,308 | 49.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 177 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,274 | 42.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 178 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,239 | 42.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 179 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,236 | 42.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 180 | ProShares Russell 2000 High Income ETF ProShares Trust | 1,233 | 41.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 181 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 1,063 | 36.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 182 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,030 | 39.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 183 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,012 | 34.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 184 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 996 | 37.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 185 | Avantis U.S. Equity Fund American Century ETF Trust | 963 | 32.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 186 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 932 | 31.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 187 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 900 | 30.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 188 | SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 885 | 30.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 189 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 850 | 29.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 190 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 787 | 27K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 191 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 771 | 29.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 192 | Small Company Value Portfolio Wilshire Mutual Funds Inc | 680 | 23.3K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 193 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 672 | 23K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 194 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 663 | 22.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 195 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 651 | 22.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 196 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 648 | 22.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 197 | Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 587 | 20.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 198 | Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 577 | 19.8K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 199 | Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 539 | 20.5K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 200 | THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 498 | 18.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
Institutional managers
199 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,111,092 | 106.6M $ | as of Mar 31, 2026 |
| FMR LLC | 1,902,324 | 65.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,886,235 | 64.6M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,095,555 | 37.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 933,686 | 32M $ | as of Mar 31, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | 842,425 | 28.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 790,944 | 27.1M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 758,002 | 26M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 583,734 | 20M $ | as of Mar 31, 2026 |
| UNIVEST FINANCIAL Corp | 501,751 | 17.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 358,710 | 12.3M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 350,938 | 12M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 346,893 | 11.9M $ | as of Mar 31, 2026 |
| Leeward Investments, LLC - MA | 328,464 | 11.3M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 319,803 | 11M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 300,739 | 10.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 296,818 | 10.2M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 271,772 | 9.3M $ | as of Mar 31, 2026 |
| Assenagon Asset Management S.A. | 257,403 | 8.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 252,109 | 8.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 233,694 | 8M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 230,901 | 7.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 225,853 | 7.7M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 204,974 | 7M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 198,597 | 6.8M $ | as of Mar 31, 2026 |