Univest Financial Corporation Common Stock · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $29.85M | 0.00% | 871,191 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $24.28M | 0.03% | 708,723 NS | $71.92B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $10.89M | 0.01% | 317,751 NS | $81.50B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $8.34M | 0.07% | 243,557 NS | $12.46B | FIGI |
| State Street(R) SPDR(R) S&P(R) Regional Banki… SPDR SERIES TRUST | KRE | $6.95M | 0.19% | 202,845 NS | $3.71B | FIGI |
| Small Cap Core Trust John Hancock Variable Insurance Trust | — | $4.52M | 1.57% | 131,925 NS | $288.46M | FIGI |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | — | $3.43M | 0.29% | 100,137 NS | $1.20B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $3.08M | 0.00% | 89,901 NS | $129.17B | FIGI |
| Hotchkis and Wiley Small Cap Diversified Valu… HOTCHKIS & WILEY FUNDS/DE/ | — | $2.65M | 0.32% | 77,470 NS | $827.02M | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $2.43M | 0.20% | 70,873 NS | $1.21B | FIGI |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $1.74M | 0.39% | 50,654 NS | $444.74M | FIGI |
| Touchstone Funds Group Trust-Touchstone Small… Touchstone Funds Group Trust | — | $1.65M | 0.83% | 48,289 NS | $198.44M | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $1.56M | 0.03% | 45,400 NS | $4.82B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $1.39M | 0.00% | 40,542 NS | $79.62B | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $1.32M | 0.07% | 38,642 NS | $1.86B | FIGI |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | PSC | $1.20M | 0.07% | 35,097 NS | $1.77B | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $1.19M | 0.07% | 34,791 NS | $1.80B | FIGI |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | — | $1.19M | 0.41% | 34,723 NS | $293.56M | FIGI |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | — | $1.18M | 0.69% | 34,330 NS | $170.88M | FIGI |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | DES | $1.17M | 0.06% | 34,081 NS | $1.94B | FIGI |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | SEIS | $1.11M | 0.26% | 32,523 NS | $435.08M | FIGI |
| Small Cap Value Fund Northern Funds | — | $1.07M | 0.17% | 31,208 NS | $616.52M | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $982.2K | 0.03% | 28,670 NS | $3.39B | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $954.6K | 0.03% | 27,864 NS | $2.98B | FIGI |
| State Street(R) SPDR(R) US Small Cap Low Vola… SPDR SERIES TRUST | SMLV | $771.6K | 0.29% | 22,522 NS | $268.97M | FIGI |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | — | $766.3K | 0.07% | 22,366 NS | $1.15B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $737.1K | 0.05% | 21,515 NS | $1.59B | FIGI |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | — | $725.0K | 0.27% | 21,162 NS | $271.71M | FIGI |
| iShares US Small Cap Value Factor ETF iShares Trust | SVAL | $714.1K | 0.42% | 20,844 NS | $168.91M | FIGI |
| Royce Small-Cap Value Fund ROYCE FUND | — | $675.2K | 0.68% | 19,709 NS | $99.39M | FIGI |
| Keeley Small Cap Fund Teton Westwood Funds | — | $671.4K | 0.78% | 19,597 NS | $85.84M | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $658.5K | 0.03% | 19,220 NS | $1.95B | FIGI |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | — | $627.2K | 0.07% | 18,306 NS | $916.61M | FIGI |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | — | $579.0K | 0.10% | 16,900 NS | $575.61M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $524.0K | 0.00% | 15,295 NS | $58.89B | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $505.2K | 0.08% | 14,747 NS | $633.02M | FIGI |
| Small Cap Index Fund Northern Funds | — | $455.9K | 0.03% | 13,306 NS | $1.38B | FIGI |
| AQR Small Cap Multi-Style Fund AQR Funds | — | $442.9K | 0.30% | 12,927 NS | $149.49M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $427.5K | 0.00% | 12,479 NS | $9.06B | FIGI |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | — | $401.9K | 0.05% | 11,731 NS | $755.81M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $400.5K | 0.00% | 11,689 NS | $30.28B | FIGI |
| Victory Integrity Discovery Fund Victory Portfolios | — | $383.7K | 0.56% | 11,200 NS | $68.76M | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $380.3K | 0.02% | 11,100 NS | $1.90B | FIGI |
| LVIP Franklin Templeton Multi-Factor SMID Cap… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $375.2K | 0.04% | 10,951 NS | $908.21M | FIGI |
| Sterling Capital Behavioral Small Cap Value F… Sterling Capital Funds | — | $342.9K | 0.49% | 10,010 NS | $69.48M | FIGI |
| First Trust NASDAQ ABA Community Bank Index F… First Trust Exchange-Traded Fund | QABA | $339.2K | 0.47% | 9,901 NS | $72.80M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $337.1K | 0.01% | 9,840 NS | $2.63B | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $327.5K | 0.03% | 9,560 NS | $1.00B | FIGI |
| Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | — | $324.4K | 0.27% | 9,469 NS | $118.93M | FIGI |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | — | $317.5K | 0.08% | 9,267 NS | $375.87M | FIGI |