← Every company
Funds Holding Univest Financial Corp
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Univest Financial Corp, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of UVSP →Funds holding
62
as of 2026-07-31
Reported value
$147.9M
summed across funds
Fund families
28
named trusts
Largest conviction
1.07%
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 |
|---|---|
| Small Cap Core FundJohn Hancock Investment Trust469.7K sh$20.8M | 1.07% |
| Fidelity Series Small Cap Core FundFidelity Concord Street Trust243.3K sh$10.8M | 0.68% |
| PGIM Quant Solutions Small-Cap Value FundTarget Portfolio Trust65.3K sh$2.9M | 0.66% |
| Hartford Multifactor Small Cap ETFLattice Strategies Trust4.6K sh$204K | 0.33% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust535 sh$23.7K | 0.20% |
| Direxion Daily Regional Banks Bull 3X SharesDirexion Shares ETF Trust15K sh$663.6K | 0.16% |
| SmallCap Value Fund IIPrincipal Funds, Inc42.7K sh$1.9M | 0.15% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust68.8K sh$3M | 0.12% |
| Nuveen Quant Small Cap Equity FundTIAA-CREF Funds95.5K sh$4.2M | 0.10% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC415.5K sh$18.4M | 0.09% |
| Fidelity SAI Small-Mid Cap Momentum Index FundFidelity Salem Street Trust87K sh$3.8M | 0.09% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC331.7K sh$14.7M | 0.09% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust155.9K sh$6.9M | 0.08% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC14.7K sh$649.1K | 0.07% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC105.2K sh$4.7M | 0.06% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust187.4K sh$8.3M | 0.06% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC7.2K sh$320.4K | 0.05% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust4.2K sh$185K | 0.04% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds37.2K sh$1.6M | 0.04% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST68.6K sh$3M | 0.04% |
| Global X Russell 2000 ETFGLOBAL X FUNDS13.5K sh$596.3K | 0.04% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust307.2K sh$13.6M | 0.04% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST3.1K sh$138.7K | 0.04% |
| iShares Morningstar Small-Cap Value ETFiShares Trust6K sh$266.6K | 0.04% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust19.1K sh$845.2K | 0.03% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC124.5K sh$5.5M | 0.03% |
| ULTRA SMALL CAP PROFUNDProFunds362 sh$16K | 0.03% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust92.5K sh$4.1M | 0.03% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds6K sh$265.7K | 0.02% |
| iShares Morningstar Small-Cap ETFiShares Trust1.2K sh$51.5K | 0.02% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC22.1K sh$976.5K | 0.02% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust10.3K sh$455.6K | 0.02% |
| Victory Extended Market Index FundVictory Portfolios III3.2K sh$140.1K | 0.02% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST413 sh$18.3K | 0.02% |
| Column Small Cap FundTrust for Professional Managers1.9K sh$78K | 0.01% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST7.4K sh$325.2K | 0.01% |
| SMALL-CAP PROFUNDProFunds24 sh$1.1K | 0.01% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC7K sh$309.7K | 0.01% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust176 sh$7.8K | 0.01% |
| American Beacon Small Cap Value FundAMERICAN BEACON FUNDS9.2K sh$406K | 0.01% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust4.6K sh$203.5K | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust230 sh$10.2K | 0.01% |
| Dimensional US Vector Equity ETFDimensional ETF Trust1.1K sh$48.8K | 0.01% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust23.5K sh$1M | 0.01% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust70.5K sh$3.1M | 0.01% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC51.2K sh$2.3M | 0.01% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC10.2K sh$453.3K | 0.01% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC45.7K sh$2M | 0.00% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust2.6K sh$115.6K | 0.00% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust1.5K sh$67.5K | 0.00% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust6.9K sh$306.4K | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST19.2K sh$847.4K | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust8.8K sh$390.2K | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III153 sh$6.8K | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds1.8K sh$81.1K | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust14.9K sh$659.8K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds22.5K sh$994.8K | 0.00% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds771 sh$34.1K | 0.00% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds448 sh$19.8K | 0.00% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds1K sh$45.6K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds498 sh$22K | 0.00% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds71 sh$3.1K | 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.