Univest Financial Corporation Common Stock · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $309.3K | 0.03% | 9,027 NS | $956.61M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $297.0K | 0.03% | 8,669 NS | $962.08M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $267.4K | 0.03% | 7,806 NS | $768.54M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $249.2K | 0.00% | 7,273 NS | $17.05B | FIGI |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | — | $205.9K | 0.07% | 6,009 NS | $311.02M | FIGI |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | — | $201.8K | 0.21% | 5,891 NS | $97.64M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $191.4K | 0.03% | 5,588 NS | $584.32M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $191.3K | 0.03% | 5,585 NS | $741.60M | FIGI |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | — | $188.7K | 0.00% | 5,507 NS | $3.80B | FIGI |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | — | $187.1K | 0.11% | 5,460 NS | $168.08M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $177.0K | 0.03% | 5,166 NS | $550.95M | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $171.0K | 0.10% | 4,990 NS | $174.05M | FIGI |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | — | $146.3K | 0.03% | 4,270 NS | $436.75M | FIGI |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $137.9K | 0.07% | 4,025 NS | $202.30M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $133.7K | 0.03% | 3,903 NS | $419.22M | FIGI |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | — | $127.8K | 0.00% | 3,731 NS | $2.92B | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $124.7K | 0.00% | 3,640 NS | $5.64B | FIGI |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $121.7K | 0.04% | 3,553 NS | $332.36M | FIGI |
| Small Cap Core Fund Northern Funds | — | $119.0K | 0.03% | 3,472 NS | $342.11M | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $118.0K | 0.03% | 3,445 NS | $358.38M | FIGI |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | — | $115.2K | 0.04% | 3,363 NS | $314.56M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $114.7K | 0.03% | 3,348 NS | $354.45M | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $111.2K | 0.01% | 3,247 NS | $1.65B | FIGI |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $107.5K | 0.06% | 3,139 NS | $185.65M | FIGI |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | — | $90.4K | 0.03% | 2,640 NS | $276.33M | FIGI |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $84.3K | 0.07% | 2,461 NS | $126.20M | FIGI |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | — | $82.5K | 0.03% | 2,408 NS | $253.61M | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $79.8K | 0.01% | 2,328 NS | $1.23B | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $79.7K | 0.01% | 2,327 NS | $876.76M | FIGI |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | — | $74.1K | 0.03% | 2,163 NS | $225.03M | FIGI |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | — | $73.2K | 0.04% | 2,138 NS | $188.37M | FIGI |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | — | $70.6K | 0.03% | 2,062 NS | $207.99M | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $69.3K | 0.00% | 2,022 NS | $5.26B | FIGI |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $62.8K | 0.01% | 1,834 NS | $460.74M | FIGI |
| New Covenant Growth Fund NEW COVENANT FUNDS | — | $62.4K | 0.01% | 1,820 NS | $518.52M | FIGI |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | — | $51.5K | 0.05% | 1,503 NS | $95.70M | FIGI |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION POR… Thrivent Series Fund, Inc. | — | $51.2K | 0.00% | 1,495 NS | $7.86B | FIGI |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | — | $42.4K | 0.00% | 1,239 NS | $8.32B | FIGI |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | — | $42.3K | 0.02% | 1,236 NS | $260.28M | FIGI |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | — | $36.4K | 0.03% | 1,063 NS | $136.51M | FIGI |
| TIAA Separate Account VA-1 - Stock Index Acco… TIAA Separate Account VA-1 | — | $34.7K | 0.00% | 1,012 NS | $1.29B | FIGI |
| EQ/Franklin Small Cap Value Managed Volatilit… EQ Advisors Trust | — | $31.9K | 0.01% | 932 NS | $241.02M | FIGI |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | — | $30.8K | 0.00% | 900 NS | $3.61B | FIGI |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | — | $30.3K | 0.02% | 885 NS | $128.27M | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $29.1K | 0.00% | 850 NS | $722.25M | FIGI |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | — | $27.0K | 0.03% | 787 NS | $79.21M | FIGI |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | — | $23.3K | 0.10% | 680 NS | $22.65M | FIGI |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | — | $23.0K | 0.00% | 672 NS | $1.58B | FIGI |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $22.7K | 0.00% | 663 NS | $1.02B | FIGI |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | — | $22.3K | 0.00% | 651 NS | $2.37B | FIGI |