Filing Research | UVSP - UNIVEST FINANCIAL CORPORATIO Institutional Holdings

Snapshot holdings

37 / 37 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	358.2KSH	$15.7M
2	Everhart Financial Group, Inc.	Shares	47.9KSH	$2.1M
3	Graves Light Lenhart Wealth, Inc.	Shares	24.4KSH	$1.1M
4	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	22.9KSH	$1.0M
5	IVC Wealth Advisors LLC	Shares	21.9KSH	$959.7K
6	Bison Wealth, LLC	Shares	18.7KSH	$825.2K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	18.8KSH	$817.8K
8	Y-Intercept (Hong Kong) Ltd	Shares	14.8KSH	$646.4K
9	CARY STREET PARTNERS FINANCIAL LLC	Shares	12.0KSH	$524.5K
10	Merit Financial Group, LLC	Shares	9.5KSH	$415.9K
11	Police & Firemen's Retirement System of New Jersey	Shares	8.0KSH	$351.0K
12	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	7.9KSH	$344.2K
13	Counterpoint Mutual Funds LLC	Shares	7.8KSH	$342.9K
14	Abacus Wealth Partners, LLC	Shares	4.9KSH	$216.0K
15	SIGNATUREFD, LLC	Shares	3.1KSH	$135.4K
16	Mirae Asset Global Investments Co., Ltd.	Shares	2.6KSH	$115.2K
17	GAMMA Investing LLC	Shares	734SH	$32.1K
18	Farther Finance Advisors, LLC	Shares	719SH	$31.5K
19	Grove Bank & Trust	Shares	484SH	$21.2K
20	Cedar Mountain Advisors, LLC	Shares	434SH	$19.0K
21	IFP Advisors, Inc	Shares	312SH	$13.7K
22	Blue Trust, Inc.	Shares	271SH	$11.9K
23	FIRST HORIZON CORP	Shares	202SH	$8.8K
24	MassMutual Private Wealth & Trust, FSB	Shares	193SH	$8.4K
25	EverSource Wealth Advisors, LLC	Shares	185SH	$8.1K
26	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	105SH	$4.6K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	52SH	$2.3K
28	True Wealth Design, LLC	Shares	45SH	$2.0K
29	Versant Capital Management, Inc	Shares	33SH	$1.4K
30	SJS Investment Consulting Inc.	Shares	25SH	$1.1K
31	Fortitude Family Office, LLC	Shares	16SH	$700
32	Wealth Enhancement Trust Services, Inc.	Shares	13SH	$569
33	SBI Securities Co., Ltd.	Shares	5SH	$219
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	2.6KSH	$112
35	GHP Investment Advisors, Inc.	Shares	2SH	$88
36	State of Alaska, Department of Revenue	Shares	1.2KSH	$50
37	TFC Financial Management, Inc.	Shares	1SH	$44

Manager changes2026-06-30 vs 2026-03-31

38 / 38 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+100.8K	+$6.9M	$15.7M
2	Everhart Financial Group, Inc. added	Shares	+229	+$462.2K	$2.1M
3	Merit Financial Group, LLC new	Shares	+9.5K	+$415.9K	$415.9K
4	Counterpoint Mutual Funds LLC new	Shares	+7.8K	+$342.9K	$342.9K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.4K	+$276.8K	$817.8K
6	Graves Light Lenhart Wealth, Inc. unchanged	Shares	0	+$232.0K	$1.1M
7	IVC Wealth Advisors LLC unchanged	Shares	0	+$208.2K	$959.7K
8	Bison Wealth, LLC unchanged	Shares	0	+$119.8K	$825.2K
9	Mirae Asset Global Investments Co., Ltd. new	Shares	+2.6K	+$115.2K	$115.2K
10	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$113.8K	$524.5K
11	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-3.8K	+$87.0K	$1.0M
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$76.1K	$351.0K
13	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$74.7K	$344.2K
14	SIGNATUREFD, LLC added	Shares	+228	+$37.2K	$135.4K
15	Farther Finance Advisors, LLC added	Shares	+203	+$13.5K	$31.5K
16	Blue Trust, Inc. new	Shares	+271	+$11.9K	$11.9K
17	GAMMA Investing LLC unchanged	Shares	0	+$7.0K	$32.1K
18	IFP Advisors, Inc added	Shares	+70	+$5.4K	$13.7K
19	Grove Bank & Trust unchanged	Shares	0	+$4.6K	$21.2K
20	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$4.1K	$19.0K
21	FIRST HORIZON CORP unchanged	Shares	0	+$1.9K	$8.8K
22	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-1	+$1.8K	$8.4K
23	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+19	+$1.6K	$4.6K
24	Fortitude Family Office, LLC new	Shares	+16	+$700	$700
25	Wealth Enhancement Trust Services, Inc. new	Shares	+13	+$569	$569
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$537	$2.3K
27	SJS Investment Consulting Inc. added	Shares	+6	+$443	$1.1K
28	Versant Capital Management, Inc unchanged	Shares	0	+$313	$1.4K
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+2.6K	+$112	$112
30	SBI Securities Co., Ltd. unchanged	Shares	0	+$48	$219
31	GHP Investment Advisors, Inc. unchanged	Shares	0	+$19	$88
32	True Wealth Design, LLC trimmed	Shares	-12	+$16	$2.0K
33	State of Alaska, Department of Revenue unchanged	Shares	0	+$11	$50
34	TFC Financial Management, Inc. unchanged	Shares	0	+$9	$44
35	EverSource Wealth Advisors, LLC trimmed	Shares	-441	-$13.4K	$8.1K
36	Bogart Wealth, LLC exited	Shares	-440	-$15.1K	$0
37	Abacus Wealth Partners, LLC trimmed	Shares	-6.8K	-$185.6K	$216.0K
38	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-27.3K	-$795.9K	$646.4K