Univest Financial Corporation Common Stock · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | — | $22.2K | 0.00% | 648 NS | $1.08B | FIGI |
| Putnam Dynamic Asset Allocation Conservative … Putnam Asset Allocation Funds | — | $20.1K | 0.00% | 587 NS | $809.44M | FIGI |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | — | $19.8K | 0.07% | 577 NS | $30.07M | FIGI |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION P… Thrivent Series Fund, Inc. | — | $14.5K | 0.00% | 422 NS | $3.11B | FIGI |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | — | $12.7K | 0.00% | 370 NS | $1.87B | FIGI |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | — | $12.5K | 0.00% | 364 NS | $883.82M | FIGI |
| SA Franklin Allocation Moderately Aggressive … SEASONS SERIES TRUST | — | $10.0K | 0.01% | 292 NS | $199.36M | FIGI |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $7.5K | 0.00% | 218 NS | $583.77M | FIGI |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | — | $6.9K | 0.00% | 201 NS | $278.15M | FIGI |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | — | $6.4K | 0.01% | 188 NS | $92.74M | FIGI |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | — | $4.8K | 0.01% | 141 NS | $54.22M | FIGI |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | BUYO | $3.5K | 0.03% | 102 NS | $12.44M | FIGI |
| PROFUND VP ULTRA SMALL CAP ProFunds | — | $3.2K | 0.02% | 94 NS | $15.31M | FIGI |
| PROFUND VP SMALL CAP ProFunds | — | $2.4K | 0.02% | 71 NS | $11.88M | FIGI |
| Russell 2000 Fund Rydex Series Funds | — | $2.2K | 0.02% | 65 NS | $12.87M | FIGI |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | — | $1.3K | 0.02% | 38 NS | $5.96M | FIGI |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | — | $239.82 | 0.01% | 7 NS | $2.76M | FIGI |