UVSP / Univest Financial Corporation - Kepemilikan Institusional - Pembeli

Univest Financial Corporation
US ˙ NasdaqGS ˙ US9152711001

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Univest Financial Corporation meliputi JAHBX - Small Cap Value Trust NAV, SEIS - SEI Select Small Cap ETF, Gabelli Funds Llc, Virtu Financial LLC, Brevan Howard Capital Management LP, LONAX - Longboard Alternative Growth Fund Class A, WSML - iShares MSCI World Small-Cap ETF, FLCGX - QUANTEX FUND Retail Class, Point72 (DIFC) Ltd, BNP Paribas Asset Management Holding S.A., Evergreen Private Wealth LLC, S&t Bank/pa, Larson Financial Group LLC, UMA Financial Services, Inc., Bare Financial Services, Inc, ETTOX - E*TRADE No Fee Total Market Index Fund, EBI - Longview Advantage ETF, dan Twin Peaks Wealth Advisors, LLC .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-14 13F UMA Financial Services, Inc. 24 1
2025-08-14 13F Cubist Systematic Strategies, LLC 22,343 671
2025-08-07 13F Everhart Financial Group, Inc. 31,677 11.35 952 17.99
2025-08-08 13F Creative Planning 71,105 24.38 2,136 31.77
2025-08-14 13F Aquatic Capital Management LLC 3,658 203.32 110 220.59
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 6,958 14.70 209 21.51
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,046 4.48 179 1.71
2025-08-06 13F Cornerstone Investment Partners, LLC 6,996 210
2025-08-13 13F Cary Street Partner Investment Advisory Llc 86 22.86 3 100.00
2025-08-13 13F Gabelli Funds Llc 19,597 589
2025-08-11 13F Vanguard Group Inc 1,725,256 1.77 51,827 7.80
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40,795 7.48 1,204 3.88
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 74,017 1.03 2,186 -1.80
2025-08-13 13F First Trust Advisors Lp 18,703 5.58 562 11.75
2025-07-29 NP VFMF - Vanguard U.S. Multifactor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,549 33.80 489 29.44
2025-08-14 13F Price T Rowe Associates Inc /md/ 40,632 2.26 1 0.00
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,568 3.77 46 2.22
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 6,076 21.04 183 28.17
2025-08-11 13F Martingale Asset Management L P 78,360 0.35 2,354 6.28
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,431 5.87 554 12.17
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 290,866 1.38 8,592 -1.45
2025-08-12 13F Charles Schwab Investment Management Inc 238,262 1.09 7,157 7.08
2025-08-06 13F S&t Bank/pa 66 2
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 256 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 21,515 75.42 646 86.17
2025-06-25 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,555 8.08 312 5.07
2025-06-26 NP FSSLX - Fidelity Series Small Cap Core Fund 21,037 32.00 621 28.31
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 13 0
2025-08-07 13F Allworth Financial LP 257 40.44 8 40.00
2025-08-27 13F/A Squarepoint Ops LLC 10,444 25.47 314 32.63
2025-08-06 13F True Wealth Design, LLC 13 18.18 0
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,972 78.61 88 74.00
2025-08-07 13F Meeder Asset Management Inc 1,091 33
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5,938 6.04 178 12.66
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 17,479 257.37 525 280.43
2025-08-15 13F Morgan Stanley 270,950 20.06 8,139 27.17
2025-08-14 13F Bridgeway Capital Management Inc 205,811 1.56 6,183 7.57
2025-07-31 13F Quest Partners LLC 17,342 140.63 521 154.90
2025-08-14 13F Manufacturers Life Insurance Company, The 1,475,872 15.09 44,335 21.91
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 71,611 4.13 2,115 1.20
2025-08-26 NP Profunds - Profund Vp Small-cap 66 1.54 2 0.00
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,421 1.30 944 7.28
2025-08-13 13F EverSource Wealth Advisors, LLC 437 640.68 13 1,200.00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 651 37.92 20 46.15
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 14,471 94.01 435 105.69
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,522 7.33 46 12.50
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 3,139 14.60 94 22.08
2025-08-12 13F Prudential Financial Inc 92,405 6.66 2,776 12.99
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 3,094 91
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 36,449 19.69 1,095 26.77
2025-08-14 13F Man Group plc 12,292 369
2025-08-13 13F Arizona State Retirement System 8,450 1.83 254 7.66
2025-09-04 13F/A Advisor Group Holdings, Inc. 3,034 91
2025-08-28 NP QCSTRX - Stock Account Class R1 95,317 93.39 2,863 104.94
2025-08-14 13F Ubs Asset Management Americas Inc 86,137 83.86 2,588 94.80
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 577 17
2025-07-29 NP EBI - Longview Advantage ETF 1 0
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 7,863 0.74 236 6.79
2025-08-08 13F Geode Capital Management, Llc 773,731 4.97 23,243 11.17
2025-08-13 13F Bernardo Wealth Planning LLC 20,688 73.37 1
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 338,330 9.69 10,163 16.19
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 576,499 2.48 17,018 -1.01
2025-08-14 13F Alliancebernstein L.p. 35,306 35.50 1,061 43.63
2025-07-17 13F Janney Montgomery Scott LLC 14,383 94.81 0
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 137,647 6.56 4,135 12.86
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 64,966 0.54 1,952 6.50
2025-08-14 13F Bnp Paribas Arbitrage, Sa 22,354 1.68 672 7.70
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 23,462 139.63 705 154.15
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 14,037 43.95 459 66.30
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 4,736 133.88 142 149.12
2025-08-15 13F Tower Research Capital LLC (TRC) 3,225 69.65 97 81.13
2025-08-14 NP FLCGX - QUANTEX FUND Retail Class 1,091 33
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,520 25.31 45 18.92
2025-06-27 NP RSSL - Global X Russell 2000 ETF 17,547 6.44 518 3.39
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,466 16.05 161 12.59
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 6,276 7.37 189 13.94
2025-06-26 NP JCCIX - John Hancock Small Cap Core Fund Class I 1,241,305 14.82 36,668 11.61
2025-08-06 13F Savant Capital, LLC 10,457 8.80 314 15.44
2025-08-06 13F First Horizon Advisors, Inc. 202 20.96 6 50.00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 12,758 16.68 377 12.57
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 53,980 3.86 1,622 10.05
2025-07-11 13F Compass Ion Advisors, LLC 37,144 0.26 1,116 6.19
2025-08-13 13F Federated Hermes, Inc. 108 22.73 3 50.00
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 266 850.00 8
2025-08-04 13F BLB&B Advisors, LLC 25,418 0.00 764 5.97
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 184,842 2.77 5,460 -0.11
2025-08-14 13F Bank Of America Corp /de/ 166,122 25.94 4,990 33.42
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 3,259 4.05 98 10.23
2025-08-14 13F Raymond James Financial Inc 99,670 24.75 2,994 32.19
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 35,201 29.37 1,057 37.09
2025-07-24 13F IFP Advisors, Inc 119 815.38 4
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 4,959 146
2025-08-07 13F Campbell & CO Investment Adviser LLC 31,900 29.90 958 37.64
2025-08-14 13F Two Sigma Investments, Lp 111,681 63.97 3,355 73.69
2025-07-28 NP VCSLX - Small Cap Index Fund 12,299 11.29 363 7.72
2025-08-14 13F/A Barclays Plc 76,989 36.24 2 100.00
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 4,509 7.08 135 13.45
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1,155 154.41 35 183.33
2025-08-14 13F Sei Investments Co 195,411 8.75 5,867 15.15
2025-07-31 13F Nisa Investment Advisors, Llc 999 0.91 30 7.14
2025-08-14 13F Wells Fargo & Company/mn 20,214 4.71 607 10.97
2025-08-12 13F Franklin Resources Inc 49,982 4.43 1,501 10.61
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 60,100 20.93 1,774 16.86
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 71,561 3.01 2,114 0.09
2025-07-28 NP HDG - ProShares Hedge Replication ETF 38 11.76 1 0.00
2025-06-26 NP FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51,885 93.39 1,533 87.98
2025-08-12 13F Virtu Financial LLC 8,935 0
2025-08-12 13F American Century Companies Inc 688,723 0.86 20,689 6.84
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 21,920 4.78 658 10.96
2025-08-29 NP JAHBX - Small Cap Value Trust NAV 117,284 3,523
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 116 5.45 3 0.00
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 4,148 144.72 125 158.33
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 34,642 1.45 1,041 7.44
2025-08-14 13F Ieq Capital, Llc 12,541 55.33 377 64.91
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 19,505 6.61 586 12.93
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 80 2
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,756 13.84 83 20.59
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 58,756 8.22 1,734 4.52
2025-07-16 13F Evergreen Private Wealth LLC 87 3
2025-08-14 13F Two Sigma Advisers, Lp 75,680 61.09 2,273 70.65
2025-08-28 NP SEIS - SEI Select Small Cap ETF 23,198 697
2025-08-13 13F Bare Financial Services, Inc 23 1
2025-07-28 13F Allianz Asset Management GmbH 183,652 5.17 5,517 11.39
2025-07-25 13F Cwm, Llc 9,804 11.49 0
2025-08-14 13F Rafferty Asset Management, LLC 18,792 16.11 565 23.14
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 7,908 28.71 238 36.21
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-13 13F Arrowstreet Capital, Limited Partnership 359,737 26.89 10,806 34.42
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 17,565 37.82 528 45.98
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Voya Investment Management Llc 9,287 1.07 279 6.92
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 3,536 15.90 104 11.83
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 901,627 2.59 27,085 8.66
2025-08-14 13F State Street Corp 872,632 2.55 26,214 8.63
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2,340 4.37 70 11.11
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54,083 3.25 1,597 -0.25
2025-08-08 13F/A Sterling Capital Management LLC 16,555 1.70 497 7.81
2025-07-09 13F Harbor Capital Advisors, Inc. 217 65.65 0
2025-08-11 13F Empowered Funds, LLC 105,674 3.08 3,174 9.18
2025-08-12 13F MAI Capital Management 334 854.29 10
2025-08-12 13F Legal & General Group Plc 30,612 8.09 920 14.45
2025-08-13 13F Russell Investments Group, Ltd. 1,407 42
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 7,768 12.89 229 9.57
2025-07-24 NP FSRBX - Banking Portfolio This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 260,359 0.06 7,686 -3.35
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 7,827 9.15 235 15.76
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1 0
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 216 66.15 6 100.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 656 10.44 20 18.75
2025-08-14 13F Point72 (DIFC) Ltd 593 18
2025-07-14 13F GAMMA Investing LLC 675 62.26 20 81.82
2025-08-11 13F WPG Advisers, LLC 490 63.88 15 75.00
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 5,807 0.03 174 6.10
2025-08-11 13F Rothschild Investment Llc 80 45.45 2 100.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3,286 2.50 97 0.00
2025-05-14 13F Keeley-Teton Advisors, LLC 20,719 36.38 588 31.03
2025-07-11 13F Wedge Capital Management L L P/nc 26,837 0.15 806 6.19
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 754 39.37 23 46.67
2025-08-12 13F Nuveen, LLC 159,928 34.03 4,804 41.96
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37,430 2.81 1,124 8.91
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 105,530 2.94 3,170 9.05
2025-08-14 13F Millennium Management Llc 133,663 4,015
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,702 3.66 257 0.78
2025-08-08 13F Larson Financial Group LLC 45 1
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 110 11.11 3 200.00
2025-07-22 13F Gsa Capital Partners Llp 10,665 0
2025-08-12 13F XTX Topco Ltd 20,653 164.92 620 180.54
2025-08-18 13F Geneos Wealth Management Inc. 2,843 6.68 85 13.33
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 144,841 8.97 4,276 5.27
2025-08-14 13F Brevan Howard Capital Management LP 8,390 252
Other Listings
DE:UVE € 25.60
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