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 | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 871,191 | 29.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | Small Cap Core Fund John Hancock Investment Trust | 764,630 | 29M $ | 1.45 % | as of Apr 30, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 708,723 | 24.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 4 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 619,712 | 20.8M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 5 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 415,476 | 15.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 6 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 331,684 | 12.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 317,751 | 10.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 8 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 277,874 | 10.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 9 | Select Banking Portfolio Fidelity Select Portfolios | 256,359 | 8.6M $ | 1.90 % | as of Feb 28, 2026 · Original filing |
| 10 | iShares Russell 2000 Value ETF iShares Trust | 243,557 | 8.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 11 | Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 243,308 | 9.2M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| 12 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 234,160 | 7.9M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 13 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 202,845 | 6.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 14 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 187,877 | 7.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 15 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 168,893 | 5.7M $ | 0.12 % | as of Feb 27, 2026 · Original filing |
| 16 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 154,415 | 5.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 17 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 150,076 | 5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 18 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 140,840 | 4.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 19 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 139,646 | 4.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 20 | Small Cap Core Trust John Hancock Variable Insurance Trust | 131,925 | 4.5M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| 21 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 124,498 | 4.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 22 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 104,313 | 4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 23 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 100,137 | 3.4M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 24 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 92,454 | 3.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 25 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 89,901 | 3.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 26 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 77,470 | 2.7M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 27 | iShares Micro-Cap ETF iShares Trust | 70,873 | 2.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 28 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 70,523 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 29 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 67,068 | 2.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 30 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 65,300 | 2.5M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 31 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 63,918 | 2.1M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 32 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 61,200 | 2.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 33 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 53,490 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 34 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 51,189 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 35 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 50,654 | 1.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 36 | SmallCap Value Fund II Principal Funds, Inc | 49,623 | 1.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 37 | Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust | 48,289 | 1.7M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 38 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 48,180 | 1.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 39 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 45,663 | 1.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 40 | Master Small Cap Index Series Quantitative Master Series LLC | 45,400 | 1.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 41 | Pzena Small Cap Value Fund Advisors Series Trust | 41,755 | 1.4M $ | 1.48 % | as of Feb 28, 2026 · Original filing |
| 42 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 41,022 | 1.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 43 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 40,542 | 1.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 44 | AST Small-Cap Equity Portfolio Advanced Series Trust | 38,642 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 45 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 38,499 | 1.3M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 46 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 35,576 | 1.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 47 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 35,097 | 1.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 48 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 34,791 | 1.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 49 | SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 34,723 | 1.2M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 50 | Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 34,330 | 1.2M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 51 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 34,081 | 1.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 52 | SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 32,523 | 1.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 53 | Small Cap Value Fund Northern Funds | 31,208 | 1.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 54 | NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 28,674 | 962K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 55 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 28,670 | 982.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 56 | Diversified Equity Master Portfolio Master Investment Portfolio | 27,864 | 954.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 57 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 27,245 | 914.1K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 58 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 26,825 | 900K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 59 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 26,200 | 879K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 60 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 23,490 | 892.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 61 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 22,522 | 771.6K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 62 | Nuveen Equity Index Fund TIAA-CREF Funds | 22,487 | 854.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 63 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 22,366 | 766.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 64 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 22,073 | 838.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 65 | EQ/Small Company Index Portfolio EQ Advisors Trust | 21,515 | 737.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 66 | SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 21,162 | 725K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 67 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 20,997 | 704.4K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 68 | iShares US Small Cap Value Factor ETF iShares Trust | 20,844 | 714.1K $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 69 | Royce Small-Cap Value Fund ROYCE FUND | 19,709 | 675.2K $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 70 | Keeley Small Cap Fund Teton Westwood Funds | 19,597 | 671.4K $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| 71 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 19,220 | 658.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 72 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 19,154 | 727.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 73 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 18,995 | 721.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 74 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 18,600 | 624K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 75 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 18,306 | 627.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 76 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 17,756 | 595.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 77 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 17,419 | 584.4K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 78 | Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 17,319 | 657.9K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 79 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 16,900 | 579K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 80 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 16,289 | 546.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 81 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 15,789 | 529.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 82 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 15,295 | 524K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 83 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 14,915 | 566.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 84 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 14,747 | 505.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 85 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,672 | 557.4K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 86 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 14,496 | 486.3K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 87 | Small Cap Index Fund Northern Funds | 13,306 | 455.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 88 | AQR Small Cap Multi-Style Fund AQR Funds | 12,927 | 442.9K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 89 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 12,479 | 427.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 90 | Global X Russell 2000 ETF GLOBAL X FUNDS | 12,196 | 463.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 91 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 11,902 | 452.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 92 | BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 11,731 | 401.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 93 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 11,689 | 400.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 94 | Victory Integrity Discovery Fund Victory Portfolios | 11,200 | 383.7K $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 95 | Small Cap Index Fund VALIC Co I | 11,195 | 375.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 96 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 11,100 | 380.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 97 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,951 | 375.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 98 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,247 | 389.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 99 | Avantis U.S. Equity ETF American Century ETF Trust | 10,243 | 343.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 100 | VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 10,225 | 343K $ | 0.14 % | as of Feb 28, 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 |