UVSP
UNIVEST FINANCIAL CorpCompany with tickers: UVSP
CIK
102212
CUSIP
915271100
Shares Outstanding
27,845,802
Website
https://www.univest.net
Investor Relations
https://ir.univest.net/investors/home/corporate-profile/default.aspx
13F Activity (30d)
2 filings
1 filers
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding UVSP
174 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 871,191 | $29,847,004 | 0.00% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 708,723 | $24,280,850 | 0.03% | Long | 2026-03-31 | |
| Avantis U.S. Small Cap Value ETF | — | 619,712 | $20,791,338 | 0.09% | Long | 2026-02-28 | |
| U.S. SMALL CAP VALUE PORTFOLIO | — | 415,476 | $13,768,875 | 0.08% | Long | 2026-01-31 | |
| U.S. Targeted Value Portfolio | — | 331,684 | $10,992,008 | 0.08% | Long | 2026-01-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 317,751 | $10,886,149 | 0.01% | Long | 2026-03-31 | |
| Select Banking Portfolio | — | 256,359 | $8,600,844 | 1.90% | Long | 2026-02-28 | |
| iShares Russell 2000 Value ETF | — | 243,557 | $8,344,263 | 0.07% | Long | 2026-03-31 | |
| Strategic Advisers Fidelity U.S. Total Stock Fund | — | 234,160 | $7,856,068 | 0.00% | Long | 2026-02-28 | |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | — | 202,845 | $6,949,470 | 0.19% | Long | 2026-03-31 | |
| BlackRock Advantage Small Cap Core Fund | — | 168,893 | $5,666,360 | 0.12% | Long | 2026-02-27 | |
| Fidelity Extended Market Index Fund | — | 150,076 | $5,035,050 | 0.01% | Long | 2026-02-28 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 140,840 | $4,725,182 | 0.03% | Long | 2026-02-28 | |
| Schwab U.S. Small-Cap ETF | — | 139,646 | $4,685,123 | 0.02% | Long | 2026-02-28 | |
| Small Cap Core Trust | — | 131,925 | $4,519,751 | 1.57% | Long | 2026-03-31 | |
| EA Bridgeway Omni Small-Cap Value ETF | — | 130,764 | $4,479,975 | 0.22% | Long | 2026-03-31 | |
| U.S. SMALL CAP PORTFOLIO | — | 123,691 | $4,099,120 | 0.02% | Long | 2026-01-31 | |
| U.S. MICRO CAP PORTFOLIO | — | 109,787 | $3,638,341 | 0.05% | Long | 2026-01-31 | |
| Omni Small-Cap Value Fund | — | 100,137 | $3,430,694 | 0.29% | Long | 2026-03-31 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 89,901 | $3,080,008 | 0.00% | Long | 2026-03-31 | |
| Hotchkis and Wiley Small Cap Diversified Value Fund | — | 77,470 | $2,654,122 | 0.32% | Long | 2026-03-31 | |
| iShares Micro-Cap ETF | — | 70,873 | $2,428,109 | 0.20% | Long | 2026-03-31 | |
| Avantis U.S. Small Cap Equity ETF | — | 63,918 | $2,144,449 | 0.09% | Long | 2026-02-28 | |
| U.S. CORE EQUITY 2 PORTFOLIO | — | 59,441 | $1,969,875 | 0.01% | Long | 2026-01-31 | |
| Fidelity Total Market Index Fund | — | 53,490 | $1,794,590 | 0.00% | Long | 2026-02-28 | |
| SIMT Small Cap Fund | — | 50,654 | $1,735,406 | 0.39% | Long | 2026-03-31 | |
| Touchstone Funds Group Trust-Touchstone Small Cap Value Fund | — | 48,289 | $1,654,381 | 0.83% | Long | 2026-03-31 | |
| VANGUARD FINANCIALS INDEX FUND | — | 48,180 | $1,616,439 | 0.01% | Long | 2026-02-28 | |
| Master Small Cap Index Series | — | 45,400 | $1,555,404 | 0.03% | Long | 2026-03-31 | |
| U.S. CORE EQUITY 1 PORTFOLIO | — | 45,663 | $1,513,272 | 0.00% | Long | 2026-01-31 | |
| Pzena Small Cap Value Fund | — | 41,755 | $1,400,880 | 1.48% | Long | 2026-02-28 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 40,542 | $1,388,969 | 0.00% | Long | 2026-03-31 | |
| Fidelity Series Total Market Index Fund | — | 41,022 | $1,376,288 | 0.00% | Long | 2026-02-28 | |
| AST Small-Cap Equity Portfolio | — | 38,642 | $1,323,875 | 0.07% | Long | 2026-03-31 | |
| Destinations Small-Mid Cap Equity Fund | — | 38,499 | $1,291,641 | 0.17% | Long | 2026-02-28 | |
| Principal U.S. Small-Cap ETF | — | 35,097 | $1,202,423 | 0.07% | Long | 2026-03-31 | |
| Fidelity Small Cap Value Index Fund | — | 34,791 | $1,191,940 | 0.07% | Long | 2026-03-31 | |
| SIMT Small Cap Value Fund | — | 34,723 | $1,189,610 | 0.41% | Long | 2026-03-31 | |
| Royce Capital Fund - Small-Cap Portfolio | — | 34,330 | $1,176,146 | 0.69% | Long | 2026-03-31 | |
| WisdomTree U.S. SmallCap Dividend Fund | — | 34,081 | $1,167,615 | 0.06% | Long | 2026-03-31 | |
| SEI Select Small Cap ETF | — | 32,523 | $1,114,238 | 0.26% | Long | 2026-03-31 | |
| Small Cap Value Fund | — | 31,208 | $1,069,186 | 0.17% | Long | 2026-03-31 | |
| EQ/2000 Managed Volatility Portfolio | — | 28,670 | $982,234 | 0.03% | Long | 2026-03-31 | |
| NORTH SQUARE DYNAMIC SMALL CAP FUND | — | 28,674 | $962,013 | 0.14% | Long | 2026-02-28 | |
| Diversified Equity Master Portfolio | — | 27,864 | $954,621 | 0.03% | Long | 2026-03-31 | |
| Avantis U.S. Small Cap Value Fund | — | 27,245 | $914,070 | 0.06% | Long | 2026-02-28 | |
| VANGUARD U.S. MULTIFACTOR ETF | — | 26,825 | $899,979 | 0.16% | Long | 2026-02-28 | |
| Multi-Manager Small Cap Equity Strategies Fund | — | 26,200 | $879,010 | 0.07% | Long | 2026-02-28 | |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF | — | 22,522 | $771,604 | 0.29% | Long | 2026-03-31 | |
| JPMorgan Small Cap Value Fund | — | 22,366 | $766,259 | 0.07% | Long | 2026-03-31 |
Showing 1–50 of 174 positions