How many institutions own UVSP stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own UVSP shares is 282, representing 80.61% of the company's common stock.

Who are the major shareholders selling Univest Financial Corporation stock?

JANE STREET GROUP, LLC, in the last quarter, reduced its stake in UVSP by -19.05% restricting it's holding to 43.31 thousand shares of worth nearly $1.42M. UBS GROUP AG also lessened -35.88% of the UVSP shares from its portfolio, reducing its holding to 50.38 thousand shares of worth $1.65M. NORTHERN TRUST CORP also shunned UVSP shares holding by -6.18% last quarter which brought its holding to 290.64 thousand shares worth $9.52M.

Investors who are buying UVSP stock?

As per its latest 13F filing, Y-INTERCEPT (HONG KONG) LTD increased its stake in UVSP by 37.6% in the last quarter. The institutional holder raised its holding to 46.01 thousand shares having worth more than $1.51M. UBS ASSET MANAGEMENT AMERICAS INC also added 15.15% more shares of UVSP to its portfolio, raising its holding to 57.54 thousand shares of worth $1.88M. BARCLAYS PLC also increased its UVSP shares holding by 22.16% which brought its holding to 68.64 thousand shares worth $2.25M.

UVSP's major insiders: who are they?

The insider with the most stakes in UVSP is AICHELE WILLIAM S , director at the company. Additionally, UVSP stock is highly held by Chairman, President & CEO SCHWEITZER JEFFREY M and director MOYER K LEON among others.

Did an insider recently sell UVSP stock?

Company executives, directors, and other insiders own 1.65% percent of Univest Financial Corporation's stock. Within the last six months, there have been 5 transaction(s) in which UVSP insiders have sold stock, totaling 36K shares. Insiders that have sold shares include PAQUIN NATALYE, SANTANA MEGAN D, and SCHWEITZER JEFFREY M.

Which insider recently purchased UVSP stock?

There have been 2 transaction(s) during the past 6-months in which Univest Financial Corporation insiders have bought stock, totalling 780 shares

How much of UVSP does insiders own?

Around 288.38K Univest Financial Corporation shares are held by insiders, which represents about 1.65% of UVSP stock.

Who is the insider with the largest stake?

UVSP director, AICHELE WILLIAM S holds the largest portfolio of the company's shares. UVSP shares owned by AICHELE total nearly 144.34 thousand.

Which institution holds the most shares in UVSP?

JANE STREET GROUP, LLC is the largest institutional owner in UVSP which holds 43.31 thousand shares worth $1.42M or 0.15% of the total UVSP shares outstanding followed by Y-INTERCEPT (HONG KONG) LTD with ownership of 46.01 thousand shares representing 0.16% of the UVSP ownership. LOGAN CAPITAL MANAGEMENT INC is the third largest stakeholder with 48.6 thousand shares or 0.17% of the ownership worth more than $1.59M.

Is Univest Financial Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the UVSP is concerned, it is a stock which is optionable.

Is there a short position on UVSP's shares?

Number of UVSP shares short is 247.43K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding UVSP shares are there?

As of today, 28.81M shares of UVSP are outstanding.

Is there many float in UVSP stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, UVSP has 27.90M shares in float.

UVSP short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for UVSP is 2.42.

Univest Financial (UVSP) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.86

Short Percent Of Float0.99

Shares Outstanding28.81M

Shares Float27.90M

Shares Short247.43K

Short Ratio2.42

0.99%

Short % of Float

0.86%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

1.65% Percentage of Shares held by All Insiders

80.61% Percentage of Shares held by All Institutions

81.97% Percentage of Float held by Institutions

282

Number of Institutions Holding Shares

Institutional Ownership

About 80.61% of UVSP shares are held by financial institutions. JANE STREET GROUP, LLC is the top corporate investor, holding 43.31K shares valued at $1.42M. A 0.15% stake in Univest Financial Corporation is owned by the company. Y-INTERCEPT (HONG KONG) LTD owns 46.01K shares valued at $1.51M, which translates its holding of 0.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	JANE STREET GROUP, LLC	0.15%	43.31K	1.42M	-10.19K	-19.05%
Dec 31, 2025	Y-INTERCEPT (HONG KONG) LTD	0.16%	46.01K	1.51M	12.57K	+37.60%
Dec 31, 2025	LOGAN CAPITAL MANAGEMENT INC	0.17%	48.6K	1.59M	0	0
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.2%	57.54K	1.88M	7.57K	+15.15%
Dec 31, 2025	BARCLAYS PLC	0.24%	68.64K	2.25M	12.45K	+22.16%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.16%	333.12K	10.91M	13.81K	+4.32%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	2.44%	701.36K	22.96M	23.52K	+3.47%
Dec 31, 2025	ALGERT GLOBAL LLC	0.17%	49.57K	1.62M	49.57K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.18%	50.38K	1.65M	-28.19K	-35.88%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.18%	52.04K	1.7M	1.08K	+2.12%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.19%	55.84K	1.83M	2.84K	+5.35%
Dec 31, 2025	SWISS NATIONAL BANK	0.2%	56.88K	1.86M	1.5K	+2.71%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.21%	59.39K	1.94M	4.53K	+8.26%
Dec 31, 2025	CREATIVE PLANNING	0.27%	75.51K	2.47M	4.47K	+6.30%
Dec 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.32%	91.44K	2.99M	91.44K	+100.00%
Dec 31, 2025	NORTHERN TRUST CORP	1.02%	290.64K	9.52M	-19.13K	-6.18%
Dec 31, 2025	FMR LLC	8.99%	2.55M	83.57M	-37.2K	-1.44%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.5%	142.17K	4.65M	-6.69K	-4.50%
Dec 31, 2025	NUVEEN, LLC	0.54%	156.52K	5.12M	-3.41K	-2.13%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.67%	191.3K	6.26M	-4.65K	-2.37%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	0.72%	205.28K	6.72M	5.81K	+2.91%
Dec 31, 2025	STATE STREET CORP	2.99%	858.31K	28.1M	-30.92K	-3.48%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	4.21%	1.2M	39.14M	-132.36K	-9.97%
Dec 31, 2025	VANGUARD GROUP INC	5.79%	1.66M	54.45M	-78.93K	-4.53%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	6.62%	1.88M	61.53M	-18.2K	-0.96%
Dec 31, 2025	SEI INVESTMENTS CO	0.85%	242.53K	7.94M	13.34K	+5.82%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.08%	21.56K	706K	-914	-4.07%
Dec 31, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.08%	22.33K	731.18K	3.69K	+19.77%
Dec 31, 2025	IVC WEALTH ADVISORS LLC	0.08%	22.43K	734.26K	-17.68K	-44.08%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.08%	22.45K	735.05K	-7.25K	-24.42%
Dec 31, 2025	BERNARDO WEALTH PLANNING LLC	0.08%	23.51K	769.78K	-660	-2.73%
Dec 31, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.08%	23.74K	777.25K	-2.32K	-8.90%
Dec 31, 2025	BLB&B ADVISORS, LLC	0.08%	23.92K	783.05K	0	0
Dec 31, 2025	INTEGRATED QUANTITATIVE INVESTMENTS LLC	0.08%	24.01K	786.19K	24.01K	+100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.09%	25.58K	837.56K	476	+1.90%
Dec 31, 2025	PZENA INVESTMENT MANAGEMENT LLC	3.02%	856.24K	28.03M	-34.67K	-3.89%
Dec 31, 2025	BLACKROCK, INC.	10.78%	3.1M	101.42M	6.64K	+0.21%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.26%	75.79K	2.48M	-95.07K	-55.64%
Dec 31, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.09%	26.84K	878.87K	-252	-0.93%
Dec 31, 2025	ROYCE & ASSOCIATES LP	0.28%	78.56K	2.57M	-41.8K	-34.73%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.29%	83.08K	2.72M	3.1K	+3.88%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.78%	223.37K	7.31M	9.18K	+4.29%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.83%	234.97K	7.69M	-4.35K	-1.82%
Dec 31, 2025	ENDEAVOUR CAPITAL ADVISORS INC	0.87%	246.7K	8.08M	-10.41K	-4.05%
Dec 31, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.31%	88.19K	2.89M	9.95K	+12.72%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.32%	90.52K	2.96M	-1.9K	-2.06%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	94.92K	3.11M	-6.57K	-6.48%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.43%	123.23K	4.03M	9.18K	+8.05%
Dec 31, 2025	JPMORGAN CHASE & CO	0.48%	135.56K	4.44M	-2.56K	-1.85%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.49%	140.02K	4.58M	8.08K	+6.12%
Dec 31, 2025	LEEWARD INVESTMENTS, LLC - MA	1.19%	337.54K	11.05M	-1.72K	-0.51%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.32%	379.68K	12.43M	104.52K	+37.98%
Dec 31, 2025	UNIVEST FINANCIAL CORP	2.18%	617.53K	20.22M	112.2K	+22.20%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	2.21%	635.23K	20.8M	-8.06K	-1.25%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.71%	778.84K	25.5M	-23.96K	-2.98%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.17%	48.75K	1.6M	17.86K	+57.82%
Dec 31, 2025	MORGAN STANLEY	0.96%	274.88K	9M	43.72K	+18.92%
Dec 31, 2025	LPL FINANCIAL LLC	0.11%	31.02K	1.02M	3.55K	+12.91%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.12%	33.58K	1.1M	9.77K	+41.01%
Dec 31, 2025	QUEST PARTNERS LLC	0.12%	35.23K	1.15M	26.57K	+306.84%
Dec 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.28%	78.32K	2.56M	-768	-0.97%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.09%	314.16K	10.29M	-800	-0.25%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.14%	324.74K	10.63M	22.99K	+7.62%
Dec 31, 2025	RHUMBLINE ADVISERS	0.13%	36.73K	1.2B	-7.28K	-16.53%
Dec 31, 2025	COMPASS ION ADVISORS, LLC	0.13%	37.25K	1.22M	5	+0.01%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.13%	37.72K	1.23M	7.74K	+25.81%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.13%	38.05K	1.25M	768	+2.06%
Dec 31, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.13%	38.27K	1.25M	14.32K	+59.75%
Dec 31, 2025	EVERHART FINANCIAL GROUP, INC.	0.14%	40.21K	1.32M	1.17K	+2.99%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.46%	131.95K	3.96M	20.27K	+18.15%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.59%	170.86K	5.13M	37.19K	+27.83%
Sep 30, 2025	NUVEEN, LLC	0.55%	159.93K	4.8M	0	0
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.66%	189.05K	5.68M	5.39K	+2.94%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.68%	195.94K	5.88M	29.82K	+17.95%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.69%	199.47K	5.99M	-7.97K	-3.84%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.74%	214.19K	6.43M	8.37K	+4.07%
Sep 30, 2025	SEI INVESTMENTS CO	0.79%	229.18K	6.88M	33.77K	+17.28%
Sep 30, 2025	MORGAN STANLEY	0.8%	231.15K	6.94M	-39.8K	-14.69%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.83%	239.32K	7.18M	1.06K	+0.44%
Sep 30, 2025	ENDEAVOUR CAPITAL ADVISORS INC	0.89%	257.11K	7.72M	481	+0.19%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.95%	275.16K	8.26M	77.22K	+39.01%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.05%	301.75K	9.06M	2.34K	+0.78%
Sep 30, 2025	NORTHERN TRUST CORP	1.07%	309.77K	9.3M	-441	-0.14%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.09%	314.96K	9.46M	-23.37K	-6.91%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.11%	319.31K	9.59M	-40.42K	-11.24%
Sep 30, 2025	LEEWARD INVESTMENTS, LLC - MA	1.18%	339.25K	10.18M	-7.65K	-2.20%
Sep 30, 2025	UNIVEST FINANCIAL CORP	1.75%	505.32K	15.17M	2.32K	+0.46%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	2.23%	643.29K	19.31M	17.8K	+2.85%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	2.35%	677.85K	20.35M	-10.88K	-1.58%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.78%	802.81K	24.1M	29.07K	+3.76%
Sep 30, 2025	STATE STREET CORP	3.08%	889.23K	26.69M	16.6K	+1.90%
Sep 30, 2025	PZENA INVESTMENT MANAGEMENT LLC	3.09%	890.9K	26.74M	2.69K	+0.30%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	4.6%	1.33M	39.86M	-148.03K	-10.03%
Sep 30, 2025	VANGUARD GROUP INC	6.04%	1.74M	52.29M	16.68K	+0.97%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	6.57%	1.9M	56.96M	-12.57K	-0.66%
Sep 30, 2025	FMR LLC	8.97%	2.59M	77.74M	-6.74K	-0.26%
Sep 30, 2025	BLACKROCK, INC.	10.71%	3.09M	92.8M	-141.66K	-4.38%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.08%	22.16K	665.15K	20.75K	+1,474.77%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.08%	22.48K	675K	22.48K	+100.00%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.08%	22.82K	684.96K	12.36K	+118.20%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.08%	23.82K	714.93K	3.6K	+17.81%
Sep 30, 2025	BLB&B ADVISORS, LLC	0.08%	23.92K	717.99K	-1.5K	-5.91%
Sep 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.08%	23.96K	719.19K	-7.94K	-24.90%
Sep 30, 2025	BERNARDO WEALTH PLANNING LLC	0.08%	24.17K	725.65K	3.48K	+16.84%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.09%	25.11K	753.68K	2.75K	+12.31%
Sep 30, 2025	DEUTSCHE BANK AG\	0.09%	25.98K	779.92K	4.3K	+19.81%
Sep 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.09%	26.06K	782.26K	-147	-0.56%
Sep 30, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.09%	27.1K	813.42K	259	+0.97%
Sep 30, 2025	LPL FINANCIAL LLC	0.1%	27.48K	824.83K	11.89K	+76.33%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.1%	29.7K	891.71K	-908	-2.97%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.1%	29.98K	900.06M	9.06K	+43.27%
Sep 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.1%	30.25K	908.14K	30.25K	+100.00%
Sep 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.12%	33.44K	1M	33.44K	+100.00%
Sep 30, 2025	COMPASS ION ADVISORS, LLC	0.13%	37.24K	1.12M	99	+0.27%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.13%	37.28K	1.12M	232	+0.63%
Sep 30, 2025	EVERHART FINANCIAL GROUP, INC.	0.14%	39.04K	1.17M	7.36K	+23.25%
Sep 30, 2025	IVC WEALTH ADVISORS LLC	0.14%	40.11K	1.2M	0	0
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.15%	42.4K	1.27M	1.77K	+4.36%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	55.38K	1.66M	0	0
Sep 30, 2025	BARCLAYS PLC	0.19%	56.19K	1.69M	-20.8K	-27.02%
Sep 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.15%	43.37K	1.3M	21.03K	+94.10%
Sep 30, 2025	RHUMBLINE ADVISERS	0.15%	44.01K	1.32M	-699	-1.56%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.17%	49.97K	1.5M	-36.17K	-41.99%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.18%	50.96K	1.53M	974	+1.95%
Sep 30, 2025	INVESCO LTD.	0.18%	51.61K	1.55M	-12.3K	-19.24%
Sep 30, 2025	CREATIVE PLANNING	0.25%	71.04K	2.13M	-68	-0.10%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.27%	79.09K	2.37M	731	+0.93%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.28%	79.98K	2.4M	4.3K	+5.68%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.32%	92.43K	2.77M	20	+0.02%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.18%	53.01K	1.59M	53.01K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.19%	53.51K	1.61M	5.47K	+11.40%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.19%	54.85K	1.65M	-153.02K	-73.61%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.4%	114.05K	3.42M	8.37K	+7.92%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.42%	120.36K	3.61M	-10.98K	-8.36%
Sep 30, 2025	JPMORGAN CHASE & CO	0.48%	138.12K	4.15M	10.94K	+8.60%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.52%	148.86K	4.47M	-152	-0.10%
Sep 30, 2025	LOGAN CAPITAL MANAGEMENT INC	0.17%	48.6K	1.46M	0	0
Sep 30, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.27%	78.24K	2.35M	-11.53K	-12.84%
Sep 30, 2025	UBS GROUP AG	0.27%	78.57K	2.36M	-60.46K	-43.49%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.35%	101.49K	3.05M	1.82K	+1.83%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.46%	133.66K	4.02M	133.66K	+100.00%
Jun 30, 2025	UNIVEST FINANCIAL CORP	1.74%	503K	15.11M	-17.58K	-3.38%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.25%	359.74K	10.81M	76.24K	+26.89%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.17%	338.33K	10.16M	29.9K	+9.69%
Jun 30, 2025	NORTHERN TRUST CORP	1.07%	310.21K	9.32M	-19.79K	-6.00%
Jun 30, 2025	ENDEAVOUR CAPITAL ADVISORS INC	0.89%	256.63K	7.71M	0	0
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.83%	238.26K	7.16M	2.56K	+1.09%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.72%	207.44K	6.23M	-3.89K	-1.84%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.71%	205.81K	6.18M	3.16K	+1.56%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.58%	166.12K	4.99M	34.22K	+25.94%
Jun 30, 2025		0.55%	159.93K	4.8M	40.6K	+34.03%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.52%	149.02K	4.48M	-1.83K	-1.21%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.46%	131.34K	3.95M	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0.44%	127.19K	3.82M	-23.31K	-15.49%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.39%	111.68K	3.35M	43.57K	+63.97%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.37%	105.67K	3.17M	3.16K	+3.08%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.35%	99.67K	2.99M	19.77K	+24.75%
Jun 30, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.31%	89.76K	2.7M	0	0
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.3%	86.14K	2.59M	39.29K	+83.86%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.27%	78.36K	2.35M	273	+0.35%
Jun 30, 2025	BARCLAYS PLC	0.27%	76.99K	2.31M	20.48K	+36.24%
Jun 30, 2025	CREATIVE PLANNING	0.25%	71.11K	2.14M	13.94K	+24.38%
Jun 30, 2025	INVESCO LTD.	0.22%	63.91K	1.92M	-15.35K	-19.37%
Jun 30, 2025	SWISS NATIONAL BANK	0.19%	55.38K	1.66M	-900	-1.60%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.17%	49.98K	1.5M	2.12K	+4.43%
Jun 30, 2025	LOGAN CAPITAL MANAGEMENT INC	0.17%	48.6K	1.46M	-1.83K	-3.62%
Jun 30, 2025	HUSSMAN STRATEGIC ADVISORS, INC.	0.15%	42K	1.26M	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.72%	207.88K	6.24M	-177.28K	-46.03%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.32%	92.41K	2.78M	5.77K	+6.66%
Jun 30, 2025	STATE STREET CORP	3.02%	872.63K	26.21M	21.73K	+2.55%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.68%	773.73K	23.24M	36.66K	+4.97%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	2.39%	688.72K	20.69M	5.9K	+0.86%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	2.17%	625.49K	18.79M	-18.78K	-2.91%
Jun 30, 2025	NUVEEN, LLC	0.55%	159.93K	4.8M	40.6K	+34.03%
Jun 30, 2025	BLACKROCK, INC.	11.2%	3.23M	97.11M	-185.11K	-5.42%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.04%	299.4K	8.99B	-8.04K	-2.62%
Jun 30, 2025	MORGAN STANLEY	0.94%	270.95K	8.14B	45.27K	+20.06%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.69%	197.95K	5.95B	-26.29K	-11.73%
Jun 30, 2025	FMR LLC	9%	2.6M	77.99M	-10.93K	-0.42%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	6.62%	1.91M	57.38M	-40.97K	-2.10%
Jun 30, 2025	VANGUARD GROUP INC	5.98%	1.73M	51.83M	30.02K	+1.77%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	5.11%	1.48M	44.34M	193.56K	+15.09%
Jun 30, 2025	PZENA INVESTMENT MANAGEMENT LLC	3.08%	888.21K	26.68M	-254.93K	-22.30%
Jun 30, 2025	LEEWARD INVESTMENTS, LLC - MA	1.2%	346.9K	10.42M	-13.13K	-3.65%
Jun 30, 2025	SEI INVESTMENTS CO	0.68%	195.41K	5.87M	15.73K	+8.75%
Jun 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.64%	183.65K	5.52M	9.02K	+5.17%
Jun 30, 2025	UBS GROUP AG	0.48%	139.02K	4.18M	-61.68K	-30.73%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.26%	75.68K	2.27M	28.7K	+61.09%
Jun 30, 2025	JANE STREET GROUP, LLC	0.17%	48.03K	1.44M	-3.7K	-7.15%
Jun 30, 2025	RHUMBLINE ADVISERS	0.15%	44.71K	1.34M	-245	-0.55%
Jun 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.15%	42.76K	1.28M	-19	-0.04%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	42.72K	1.28M	-1.04K	-2.38%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.14%	40.63K	1.22M	899	+2.26%
Jun 30, 2025	IVC WEALTH ADVISORS LLC	0.14%	40.11K	1.2M	0	0
Mar 31, 2025	MORGAN STANLEY	0.78%	225.68K	6.4M	-90.22K	-28.56%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.98%	283.5K	8.04M	44.44K	+18.59%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	2.22%	644.27K	18.27M	15.58K	+2.48%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.06%	307.45K	8.72M	-1.8K	-0.58%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.81%	235.7K	6.68M	-9.69K	-3.95%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.7%	202.65K	5.75M	4.09K	+2.06%
Mar 31, 2025	UBS GROUP AG	0.69%	200.7K	5.69M	113.84K	+131.06%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.45%	131.9K	3.74M	-431	-0.33%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	79.9K	2.27M	2.01K	+2.57%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.33%	385.16K	10.92M	-13.32K	-3.34%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	2.35%	682.82K	19.36M	50.47K	+7.98%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.54%	737.07K	20.91M	34.5K	+4.91%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.17%	47.86K	1.36M	-219	-0.46%
Mar 31, 2025	LOGAN CAPITAL MANAGEMENT INC	0.17%	50.43K	1.43M	0	0
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.3%	86.63K	2.46M	-86.39K	-49.93%
Mar 31, 2025	BLACKROCK, INC.	11.79%	3.42M	96.93M	-40.59K	-1.17%
Mar 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.15%	42.78K	1.21M	19.35K	+82.60%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.16%	46.85K	1.33M	2.9K	+6.60%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	6.73%	1.95M	55.33M	-22.46K	-1.14%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.16%	46.98K	1.33M	6.1K	+14.92%
Mar 31, 2025	JANE STREET GROUP, LLC	0.18%	51.73K	1.47M	51.73K	+100.00%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.23%	68.11K	1.93M	37.04K	+119.21%
Mar 31, 2025	ENDEAVOUR CAPITAL ADVISORS INC	0.88%	256.63K	7.28M	14.55K	+6.01%
Mar 31, 2025	LEEWARD INVESTMENTS, LLC - MA	1.24%	360.03K	10.21M	-15.64K	-4.16%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	4.42%	1.28M	36.37M	77.78K	+6.46%
Mar 31, 2025	FMR LLC	8.99%	2.61M	73.94M	-3.7K	-0.14%
Mar 31, 2025	ROYCE & ASSOCIATES LP	0.45%	131.34K	3.72M	-51.12K	-28.02%
Mar 31, 2025	SEI INVESTMENTS CO	0.62%	179.69K	5.1M	9.3K	+5.46%
Mar 31, 2025		0.41%	119.32K	3.38M	119.32K	+100.00%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.35%	102.52K	2.91M	4.09K	+4.15%
Mar 31, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.35%	100.2K	2.84M	-15.33K	-13.27%
Mar 31, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.31%	89.76K	2.55M	2.69K	+3.09%
Mar 31, 2025	INVESCO LTD.	0.27%	79.27K	2.25M	-6.64K	-7.73%
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.6%	174.63K	4.95M	174.63K	+100.00%
Mar 31, 2025	STATE STREET CORP	2.93%	850.9K	24.13M	-108.36K	-11.30%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.77%	224.24K	6.36M	-44.09K	-16.43%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.73%	211.33K	5.99M	-441	-0.21%
Mar 31, 2025	JPMORGAN CHASE & CO	0.52%	150.5K	4.27M	11.4K	+8.19%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.06%	308.43K	8.75M	-82.34K	-21.07%
Mar 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.27%	78.09K	2.21M	210	+0.27%
Mar 31, 2025	SWISS NATIONAL BANK	0.19%	56.28K	1.6M	-800	-1.40%
Mar 31, 2025	NORTHERN TRUST CORP	1.14%	329.99K	9.36M	-9.3K	-2.74%
Mar 31, 2025	PZENA INVESTMENT MANAGEMENT LLC	3.94%	1.14M	32.42M	-5.98K	-0.52%
Mar 31, 2025	VANGUARD GROUP INC	5.85%	1.7M	48.08M	69.46K	+4.27%
Mar 31, 2025	BARCLAYS PLC	0.19%	56.51K	1.6M	-16.68K	-22.79%
Mar 31, 2025	UNIVEST FINANCIAL CORP	1.8%	520.58K	14.76M	-11.25K	-2.12%
Mar 31, 2025	CREATIVE PLANNING	0.2%	57.17K	1.62M	-3.73K	-6.12%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.52%	150.85K	4.28M	-1.18K	-0.78%
Mar 31, 2025	RHUMBLINE ADVISERS	0.16%	44.95K	1.27M	-1.82K	-3.88%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	43.76K	1.24M	28.52K	+187.06%
Mar 31, 2024	WEDGE CAPITAL MANAGEMENT L L P/NC	0.11%	32.02K	666.59K	8.45K	+35.85%
Mar 31, 2024	CREATIVE PLANNING	0.11%	32.99K	686.81K	1.62K	+5.18%
Mar 31, 2024	BLB&B ADVISORS, LLC	0.11%	33.16K	690.48K	1	0.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.11%	33.17K	690.5K	119	+0.36%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.11%	33.58K	699.16M	0	0
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	0.12%	35.5K	739.03K	-45	-0.13%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.2%	648.91K	13.51M	789	+0.12%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	2.24%	660.19K	13.75M	-10.9K	-1.62%
Mar 31, 2024	STATE STREET CORP	3.1%	911.21K	18.97M	23.25K	+2.62%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	4.07%	1.2M	24.94M	16	0.00%
Mar 31, 2024	PZENA INVESTMENT MANAGEMENT LLC	4.48%	1.32M	27.46M	-140.03K	-9.60%
Mar 31, 2024	VANGUARD GROUP INC	5.34%	1.57M	32.71M	19.31K	+1.24%
Mar 31, 2024	BLACKROCK INC.	11.51%	3.39M	70.52M	-106.57K	-3.05%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.94%	277.29K	5.77M	69.45K	+33.42%
Mar 31, 2024	FMR LLC	9.02%	2.65M	55.27M	10.22K	+0.39%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.13%	36.86K	767.47K	6.09K	+19.78%
Mar 31, 2024	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.13%	37.36K	777.9K	-9.69K	-20.60%
Mar 31, 2024	COMPASS ION ADVISORS, LLC	0.13%	38.37K	798.94K	136	+0.36%
Mar 31, 2024	UBS GROUP AG	0.13%	38.98K	811.48K	-7.92K	-16.89%
Mar 31, 2024	IVC WEALTH ADVISORS LLC	0.14%	40.34K	839.94K	-394	-0.97%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.14%	40.45K	842.07K	-310	-0.76%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.14%	40.58K	845K	-4.86K	-10.69%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.15%	42.86K	892.35K	2.68K	+6.66%
Mar 31, 2024	RHUMBLINE ADVISERS	0.16%	47.26K	984K	1.27K	+2.76%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.17%	49.8K	1.04M	2K	+4.18%
Mar 31, 2024	LOGAN CAPITAL MANAGEMENT INC	0.17%	50.43K	1.05M	0	0
Mar 31, 2024	BARCLAYS PLC	0.19%	56.94K	1.19M	-17.23K	-23.23%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.2%	57.92K	1.21M	4.53K	+8.48%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	58.08K	1.21M	0	0
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.21%	61.99K	1.29M	11.6K	+23.01%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.28%	82.7K	1.72M	6.13K	+8.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.32%	93.41K	1.94M	-946	-1.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.32%	94.79K	1.97M	34.73K	+57.84%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.33%	98.11K	2.04M	1.75K	+1.82%
Mar 31, 2024	INVESCO LTD.	0.36%	106.45K	2.22M	51.46K	+93.60%
Mar 31, 2024	SEI INVESTMENTS CO	0.4%	118.99K	2.48M	26.23K	+28.28%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.43%	127.62K	2.66M	3.3K	+2.65%
Mar 31, 2024	STATE OF NEW JERSEY COMMON PENSION FUND D	0.46%	135.56K	2.82M	0	0
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.47%	137.91K	2.87M	-39.13K	-22.10%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.57%	167.39K	3.49M	-10.94K	-6.14%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.63%	186.31K	3.88M	7.96K	+4.46%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.73%	213.73K	4.45M	-1.39K	-0.65%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.73%	215.88K	4.49M	6.13K	+2.92%
Mar 31, 2024	MORGAN STANLEY	0.75%	220.13K	4.58M	-54.75K	-19.92%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.79%	232.14K	4.83M	-959	-0.41%
Mar 31, 2024	UNIVEST FINANCIAL CORP	1.38%	405.49K	8.44M	-29.67K	-6.82%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.46%	430.8K	8.97M	127.6K	+42.08%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	6.72%	1.98M	41.17M	20.25K	+1.03%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.26%	77.28K	1.61M	-1.3K	-1.65%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.82%	240.42K	5.01M	4.88K	+2.07%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.96%	281.52K	5.86M	-21.81K	-7.19%
Mar 31, 2024	ENDEAVOUR CAPITAL ADVISORS INC	0.97%	286.44K	5.96M	209.67K	+273.13%
Mar 31, 2024	NORTHERN TRUST CORP	1.16%	342.72K	7.14M	-23.49K	-6.42%
Mar 31, 2024	LEEWARD INVESTMENTS, LLC - MA	1.3%	383.39K	7.98M	-16.46K	-4.12%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.35%	398.49K	8.3M	77.01K	+23.95%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	1.37%	403.39K	8.4M	26.01K	+6.89%
Mar 31, 2024	CITIGROUP INC	0.09%	25.45K	529.83K	720	+2.91%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.09%	26.06K	542.49K	0	0
Mar 31, 2024	RAFFERTY ASSET MANAGEMENT, LLC	0.09%	26.75K	556.85K	1.29K	+5.06%
Mar 31, 2024	GIRARD PARTNERS LTD.	0.09%	26.98K	561.67K	10	+0.04%
Mar 31, 2024	CREDIT SUISSE AG/	0.09%	27.49K	572.32K	0	0
Mar 31, 2024	STRS OHIO	0.09%	27.8K	578K	-1.8K	-6.08%
Mar 31, 2024	SMARTLEAF ASSET MANAGEMENT LLC	0.1%	29.87K	665.99K	2.85K	+10.53%
Dec 31, 2023	BLACKROCK INC.	11.85%	3.49M	76.97M	116.72K	+3.46%
Dec 31, 2023	FMR LLC	8.97%	2.64M	58.26M	88.26K	+3.45%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	6.64%	1.96M	43.12M	-20.06K	-1.01%
Dec 31, 2023	VANGUARD GROUP INC	5.26%	1.55M	34.19M	56.79K	+3.80%
Dec 31, 2023	PZENA INVESTMENT MANAGEMENT LLC	4.95%	1.46M	32.14M	-77.2K	-5.03%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	4.06%	1.2M	26.39M	98.01K	+8.91%
Dec 31, 2023	STATE STREET CORP	3.01%	887.95K	19.56M	36.02K	+4.23%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	2.28%	671.09K	14.78M	-28.68K	-4.10%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.2%	648.13K	14.28M	28.63K	+4.62%
Dec 31, 2023	BOSTON PARTNERS	1.49%	439.66K	9.59M	19.71K	+4.69%
Dec 31, 2023	UNIVEST FINANCIAL CORP	1.48%	435.16K	9.59M	-83.33K	-16.07%
Dec 31, 2023	LEEWARD INVESTMENTS, LLC - MA	1.36%	399.85K	8.81M	-2.83K	-0.70%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	1.28%	377.38K	8.31M	47.65K	+14.45%
Dec 31, 2023	NORTHERN TRUST CORP	1.24%	366.22K	8.07M	4.29K	+1.18%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.09%	321.48K	7.08M	55.75K	+20.98%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.03%	303.33K	6.68M	2.78K	+0.93%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.03%	303.2K	6.68M	5.6K	+1.88%
Dec 31, 2023	MORGAN STANLEY	0.93%	274.88K	6.06M	79.25K	+40.51%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.8%	235.54K	5.19M	12.98K	+5.83%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.79%	233.1K	5.14M	-30.96K	-11.72%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.73%	215.13K	4.74M	-941	-0.44%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.71%	209.76K	4.62M	21.32K	+11.31%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.71%	207.84K	4.58M	207.84K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.61%	178.35K	3.93M	-41.08K	-18.72%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.61%	178.33K	3.93M	-16.39K	-8.42%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.6%	177.04K	3.9M	-3.96K	-2.19%
Dec 31, 2023	COMPASS ION ADVISORS, LLC	0.13%	38.24K	842.38K	142	+0.37%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.14%	40.18K	885.23K	-39.25K	-49.41%
Dec 31, 2023	IVC WEALTH ADVISORS LLC	0.14%	40.74K	897.44K	-250	-0.61%
Dec 31, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.14%	40.76K	897.83K	0	0
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.15%	45.44K	1M	4.32K	+10.50%
Dec 31, 2023	RHUMBLINE ADVISERS	0.16%	45.99K	1.01M	-2.15K	-4.47%
Dec 31, 2023	UBS GROUP AG	0.16%	46.9K	1.03M	21.11K	+81.87%
Dec 31, 2023	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.16%	47.06K	1.04M	0	0
Dec 31, 2023	STATE OF NEW JERSEY COMMON PENSION FUND D	0.46%	135.56K	2.99M	-22.66K	-14.32%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.16%	47.8K	1.05M	5.91K	+14.10%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.17%	50.39K	1.11M	-2.39K	-4.52%
Dec 31, 2023	LOGAN CAPITAL MANAGEMENT INC	0.17%	50.43K	1.11M	0	0
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.18%	53.39K	1.18M	-8.4K	-13.59%
Dec 31, 2023	INVESCO LTD.	0.19%	54.98K	1.21M	3.01K	+5.78%
Dec 31, 2023	SWISS NATIONAL BANK	0.2%	58.08K	1.28M	-6.7K	-10.34%
Dec 31, 2023	JPMORGAN CHASE & CO	0.2%	60.05K	1.32M	-74.82K	-55.48%
Dec 31, 2023	BARCLAYS PLC	0.25%	74.17K	1.63M	9.57K	+14.81%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.26%	76.58K	1.69B	21.32K	+38.58%
Dec 31, 2023	ENDEAVOUR CAPITAL ADVISORS INC	0.26%	76.77K	1.69M	28.35K	+58.55%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.27%	78.58K	1.73M	-8.8K	-10.07%
Dec 31, 2023	SEI INVESTMENTS CO	0.31%	92.76K	2.04M	15.56K	+20.16%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.32%	94.36K	2.08M	17.53K	+22.81%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.33%	96.36K	2.12M	7.21K	+8.09%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.42%	124.32K	2.74M	-55.51K	-30.87%

Insiders

Among the UVSP insiders holding of 1.65% of the stake in company, AICHELE WILLIAM S, director, holds the largest shares of 144.34K. SCHWEITZER JEFFREY M, Chairman, President & CEO, is the second largest UVSP insider with ownership of 100.57K shares. MOYER K LEON, director, stands third with possession of 66.35K shares of that stake.

Insiders	Designation	Shares Held
AICHELE WILLIAM S	director	144.34K
SCHWEITZER JEFFREY M	Chairman, President & CEO	100.57K
MOYER K LEON	director	66.35K
KEIM MICHAEL S	Senior EVP & COO	61.36K
PETRO THOMAS M	director	50.19K
BROBST DUANE J	Sr EVP & Chief Credit Officer	40.08K
SANTANA MEGAN D	Sr EVP & Chief Risk Officer	32.01K
TURNER MICHAEL L.	director	21.09K
NORRIS KEVIN BRIAN	Pres - Invest. & Wealth Mgmt	20.73K
RICHARDSON BRIAN J	Sr EVP & CFO	20.45K
PAQUIN NATALYE	director	17K
WONDERLING ROBERT C	director	12.99K
MOYER GLENN E	director	12.83K
BENNING TODD S	director	11.91K
ZIMMERMAN CHARLES H	director	7.31K
BEEBE JOSEPH P	director	6.5K
VAZQUEZ ANNE	director	6.25K
CONNOR MARTIN P.	director	5.02K
KEENAN SUZANNE	director	3K
MORRAL WILLIAM G	director	768
BALLOU ROGER H	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 27, 2026	PAQUIN NATALYE	SALE	37.80	13K	491.4K	17K
Feb 02, 2026	PAQUIN NATALYE	PURCHASE	34.58	580	20.06K	29.93K
Dec 12, 2025	SANTANA MEGAN D	SALE	35.45	2.52K	89.4K	32.01K
Dec 12, 2025	SCHWEITZER JEFFREY M	SALE	34.99	12.28K	429.52K	100.57K
Dec 12, 2025	KEIM MICHAEL S	SALE	34.07	6.7K	228.14K	61.36K
Dec 12, 2025	RICHARDSON BRIAN J	SALE	34.45	1.5K	51.68K	20.45K
Nov 10, 2025	PAQUIN NATALYE	PURCHASE	29.83	200	5.97K	27.06K
Aug 27, 2025	PETRO THOMAS M	SALE	31.75	5K	158.75K	50.19K
Aug 04, 2025	PAQUIN NATALYE	PURCHASE	28.23	682	19.25K	26.79K
Apr 25, 2025	PAQUIN NATALYE	PURCHASE	28.81	730	21.03K	26.03K
Mar 19, 2025	VAZQUEZ ANNE	PURCHASE	28.63	1.25K	35.79K	6.25K
Feb 03, 2025	PAQUIN NATALYE	PURCHASE	30.19	618	18.66K	25.24K
Nov 01, 2024	PAQUIN NATALYE	PURCHASE	28.10	565	15.88K	23.28K
Sep 18, 2024	SCHWEITZER JEFFREY M	SALE	28.75	4.54K	130.57K	90.19K
Sep 18, 2024	KEIM MICHAEL S	SALE	28.76	3.63K	104.48K	55.68K
Sep 17, 2024	KEIM MICHAEL S	SALE	28.43	1.9K	54.07K	55.68K
Sep 17, 2024	SCHWEITZER JEFFREY M	SALE	28.42	3.96K	112.57K	90.19K
Sep 05, 2024	SCHWEITZER JEFFREY M	SALE	28.26	200	5.65K	90.19K
Sep 04, 2024	KEIM MICHAEL S	SALE	28.50	400	11.4K	55.68K
Sep 04, 2024	SCHWEITZER JEFFREY M	SALE	28.50	400	11.4K	90.19K
Sep 03, 2024	SCHWEITZER JEFFREY M	SALE	28.56	100	2.86K	90.19K
Sep 03, 2024	KEIM MICHAEL S	SALE	28.55	200	5.71K	55.68K
Aug 30, 2024	KEIM MICHAEL S	SALE	28.54	400	11.42K	55.68K
Aug 30, 2024	SCHWEITZER JEFFREY M	SALE	28.53	547	15.61K	90.19K
Aug 26, 2024	SCHWEITZER JEFFREY M	SALE	28.57	515	14.72K	90.19K
Aug 26, 2024	KEIM MICHAEL S	SALE	28.59	280	8.01K	55.68K
Jul 26, 2024	PAQUIN NATALYE	PURCHASE	28.93	580	16.78K	22.65K
May 16, 2024	KEIM MICHAEL S	SALE	22.75	1.14K	25.96K	55.68K
May 15, 2024	KEIM MICHAEL S	SALE	22.77	859	19.56K	55.68K
May 09, 2024	SCHWEITZER JEFFREY M	SALE	22.55	9K	202.97K	90.19K
May 07, 2024	PAQUIN NATALYE	PURCHASE	22.29	860	19.17K	22K
Mar 08, 2024	RICHARDSON BRIAN J	SALE	20.24	1	13.1	12.39K
Feb 01, 2024	PAQUIN NATALYE	PURCHASE	20.96	725	15.19K	19.89K
Jan 30, 2024	SCHWEITZER JEFFREY M	SALE	22.05	955	21.05K	77.65K
Nov 28, 2023	SCHWEITZER JEFFREY M	SALE	18.46	1	12.95	77.65K
Nov 01, 2023	PAQUIN NATALYE	PURCHASE	16.47	300	4.94K	18.5K
Jul 31, 2023	PAQUIN NATALYE	PURCHASE	19.45	760	14.78K	18.13K
May 09, 2023	CONNOR MARTIN P.	PURCHASE	17.25	5K	86.25K	5.02K
Apr 28, 2023	PAQUIN NATALYE	PURCHASE	20.26	837	16.96K	17.29K
Feb 03, 2023	BENNING TODD S	SALE	28.00	27.5K	770K	11.91K
Jan 27, 2023	PAQUIN NATALYE	PURCHASE	26.65	535	14.26K	14.96K
Dec 12, 2022	WONDERLING ROBERT C	PURCHASE	26.70	4K	106.8K	12.99K
Dec 12, 2022	PETRO THOMAS M	SALE	26.74	10K	267.4K	54.52K
Dec 09, 2022	PETRO THOMAS M	SALE	26.71	5K	133.55K	64.52K
Nov 21, 2022	AICHELE WILLIAM S	SALE	28.00	3.45K	96.68K	144.34K
Nov 09, 2022	PAQUIN NATALYE	PURCHASE	27.79	518	14.39K	14.38K
Nov 09, 2022	BALLOU ROGER H	SALE	27.61	2.27K	62.63K	0
Aug 02, 2022	PAQUIN NATALYE	PURCHASE	24.65	575	14.18K	13.83K
Apr 29, 2022	PAQUIN NATALYE	PURCHASE	25.39	620	15.74K	13.21K
Jan 31, 2022	PAQUIN NATALYE	PURCHASE	29.58	100	2.96K	12.18K
Nov 02, 2021	AICHELE WILLIAM S	SALE	30.14	4.31K	129.76K	143.03K
Nov 01, 2021	BALLOU ROGER H	SALE	29.67	9.91K	294.09K	12.92K
Nov 01, 2021	PAQUIN NATALYE	PURCHASE	29.12	445	12.96K	10.75K
Sep 07, 2021	KEIM MICHAEL S	SALE	27.16	1	13.81	32.97K
Sep 07, 2021	BROBST DUANE J	SALE	27.16	0	12.59	40.08K
Aug 05, 2021	PAQUIN NATALYE	PURCHASE	27.14	435	11.81K	10.28K
Jun 08, 2021	AICHELE WILLIAM S	SALE	29.50	1.24K	36.61K	143.03K
May 28, 2021	MOYER K LEON	SALE	28.99	2.5K	72.48K	66.35K
May 27, 2021	MOYER K LEON	SALE	28.76	2.5K	71.91K	68.85K
May 14, 2021	MOYER K LEON	SALE	29.07	5K	145.34K	71.35K
May 05, 2021	MOYER K LEON	SALE	29.05	0	1.03	76.35K
May 03, 2021	PAQUIN NATALYE	PURCHASE	28.36	515	14.61K	9.82K
May 03, 2021	MOYER K LEON	SALE	28.93	384	11.11K	76.35K
Mar 12, 2021	BALLOU ROGER H	SALE	29.26	10K	292.61K	13.57K
Mar 11, 2021	MOYER K LEON	SALE	28.76	1K	28.76K	76.73K
Feb 25, 2021	BEEBE JOSEPH P	PURCHASE	26.51	2.5K	66.29K	6.5K
Feb 22, 2021	BEEBE JOSEPH P	PURCHASE	24.78	4K	99.1K	4K
Feb 01, 2021	PAQUIN NATALYE	PURCHASE	22.79	510	11.62K	9.28K
Nov 10, 2020	SCHWEITZER JEFFREY M	SALE	18.50	1.57K	28.99K	53.05K
Nov 09, 2020	AICHELE WILLIAM S	SALE	18.36	9K	165.2K	144.64K
Nov 02, 2020	PAQUIN NATALYE	PURCHASE	16.00	500	8K	7.1K
Aug 03, 2020	PAQUIN NATALYE	PURCHASE	15.23	900	13.71K	6.57K
May 12, 2020	MOYER GLENN E	PURCHASE	15.00	500	7.5K	12.83K
May 12, 2020	KEENAN SUZANNE	PURCHASE	15.43	1.8K	27.77K	3K
May 05, 2020	MOYER GLENN E	PURCHASE	16.00	1K	16K	12.33K
Apr 27, 2020	PAQUIN NATALYE	PURCHASE	15.50	25	387.5	2.7K
Mar 12, 2020	PETRO THOMAS M	PURCHASE	16.85	8.18K	137.77K	78.85K
Feb 27, 2020	MOYER GLENN E	PURCHASE	24.00	1K	24K	11.28K
Feb 12, 2020	ZIMMERMAN CHARLES H	PURCHASE	25.63	500	12.82K	7.31K
Dec 13, 2019	PAQUIN NATALYE	PURCHASE	26.96	650	17.52K	2.63K
May 09, 2019	WONDERLING ROBERT C	PURCHASE	25.04	2.5K	62.6K	6.04K
Nov 14, 2018	MOYER GLENN E	PURCHASE	24.90	1K	24.9K	10.15K
Nov 12, 2018	ZIMMERMAN CHARLES H	PURCHASE	25.50	500	12.75K	6.58K
May 07, 2018	PETRO THOMAS M	SALE	29.30	20K	586K	70.55K
Apr 12, 2018	ZIMMERMAN CHARLES H	PURCHASE	27.85	863	24.03K	6.04K
Apr 03, 2018	ZIMMERMAN CHARLES H	PURCHASE	27.55	19	510.94	5.17K
Mar 26, 2018	ZIMMERMAN CHARLES H	PURCHASE	27.14	500	13.57K	5.98K
Mar 23, 2018	WONDERLING ROBERT C	PURCHASE	27.45	1K	27.45K	3.5K
Mar 22, 2018	WONDERLING ROBERT C	PURCHASE	28.00	1.5K	42K	2.5K
Jan 04, 2018	ZIMMERMAN CHARLES H	PURCHASE	28.26	18	507.38	5.16K
Oct 03, 2017	ZIMMERMAN CHARLES H	PURCHASE	32.18	16	504.2	5.14K
Jul 05, 2017	ZIMMERMAN CHARLES H	PURCHASE	29.81	17	500.87	5.12K
Jun 13, 2017	TURNER MICHAEL L.	SALE	29.80	1.6K	47.68K	21.09K
May 01, 2017	MORRAL WILLIAM G	SALE	30.29	500	15.15K	768
Apr 04, 2017	ZIMMERMAN CHARLES H	PURCHASE	25.77	19	496.92	5.1K
Mar 29, 2017	TURNER MICHAEL L.	SALE	26.35	100	2.64K	23.33K
Feb 16, 2017	NORRIS KEVIN BRIAN	PURCHASE	28.53	1K	28.53K	20.73K
Jan 30, 2017	BALLOU ROGER H	SALE	28.42	6.93K	196.78K	19.91K
Jan 04, 2017	ZIMMERMAN CHARLES H	PURCHASE	30.96	16	493.75	5.09K
Oct 04, 2016	ZIMMERMAN CHARLES H	PURCHASE	23.05	21	489.61	5.07K
Jul 05, 2016	ZIMMERMAN CHARLES H	PURCHASE	20.89	23	485	5.05K
Apr 04, 2016	ZIMMERMAN CHARLES H	PURCHASE	19.57	25	480.05	5.03K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE7802

SALES36K5

NET SHARES-35.22K3

SHARES HELD288.38K7

% NET SHARES-112.21%-57.14%

Frequently Asked Questions