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 | |
|---|---|---|---|---|---|
| 201 | Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 488 | 18.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 202 | SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 452 | 17.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 203 | THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 448 | 17K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 204 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 422 | 14.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 205 | THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 370 | 12.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 206 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 364 | 12.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 207 | Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 360 | 12.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 208 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 336 | 12.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 209 | ULTRA SMALL CAP PROFUND ProFunds | 316 | 12K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 210 | SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 292 | 10K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 211 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 230 | 8.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 212 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 218 | 7.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 213 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 201 | 6.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 214 | Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 188 | 6.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 215 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 149 | 5.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 216 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 141 | 4.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 217 | KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 102 | 3.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 218 | PROFUND VP ULTRA SMALL CAP ProFunds | 94 | 3.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 219 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 71 | 2.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 220 | PROFUND VP SMALL CAP ProFunds | 71 | 2.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 221 | Russell 2000 Fund Rydex Series Funds | 65 | 2.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 222 | SMALL-CAP PROFUND ProFunds | 51 | 1.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 223 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 46 | 1.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 224 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 38 | 1.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 225 | ProShares Hedge Replication ETF ProShares Trust | 29 | 973 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 226 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 268.4 $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 227 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 7 | 239.8 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 228 | Longview Advantage ETF RBB Fund Trust | 1 | 33.6 $ | 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 |