Funds holding Velocity Financial Inc
ISIN US92262D1019 · United States
- Fund holders
- 139
- Of which ETFs
- 31 108 other funds
- Value held
- 52.4M $
- Share of capital
- 7.4 % of 39.5M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 361,986 | 6.7M $ | 0.00 % | 0.92 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 322,027 | 5.9M $ | 0.01 % | 0.82 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 294,257 | 5.1M $ | 0.02 % | 0.75 % | as of May 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 245,820 | 4.3M $ | 0.08 % | 0.62 % | as of May 29, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 128,793 | 2.4M $ | 0.02 % | 0.33 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 127,542 | 2.2M $ | 0.01 % | 0.32 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 109,146 | 2M $ | 0.00 % | 0.28 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 79,855 | 1.4M $ | 0.01 % | 0.20 % | as of Jul 31, 2026 ↗ |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 67,491 | 1.2M $ | 0.48 % | 0.17 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 62,172 | 1.1M $ | 0.01 % | 0.16 % | as of Jul 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 61,710 | 1.1M $ | 0.01 % | 0.16 % | as of Jul 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 59,836 | 1M $ | 0.01 % | 0.15 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 59,736 | 1M $ | 0.01 % | 0.15 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 57,956 | 1M $ | 0.01 % | 0.15 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 51,700 | 906.8K $ | 0.01 % | 0.13 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 51,321 | 900.2K $ | 0.01 % | 0.13 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 48,477 | 848.3K $ | 0.00 % | 0.12 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 45,618 | 798.3K $ | 0.00 % | 0.12 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 41,496 | 766K $ | 0.05 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 39,750 | 695.6K $ | 0.00 % | 0.10 % | as of May 31, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 32,570 | 601.2K $ | 0.23 % | 0.08 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 31,853 | 558.7K $ | 0.00 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 30,444 | 534K $ | 0.01 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 28,499 | 498.7K $ | 0.23 % | 0.07 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 25,550 | 471.7K $ | 0.07 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 25,384 | 468.6K $ | 0.02 % | 0.06 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 20,216 | 354.6K $ | 0.01 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 19,443 | 358.9K $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 18,284 | 320.7K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 17,918 | 313.6K $ | 0.01 % | 0.05 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 17,306 | 302.9K $ | 0.00 % | 0.04 % | as of May 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 16,787 | 309.9K $ | 0.03 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 15,883 | 293.2K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 14,313 | 250.5K $ | 0.00 % | 0.04 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,161 | 230.8K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 12,588 | 232.4K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 11,977 | 221.1K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 11,271 | 197.2K $ | 0.01 % | 0.03 % | as of May 31, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 10,727 | 198K $ | 0.25 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,561 | 185.2K $ | 0.02 % | 0.03 % | as of Jul 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,196 | 178.8K $ | 0.03 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 10,048 | 176.2K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,200 | 169.8K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,857 | 155K $ | 0.01 % | 0.02 % | as of May 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 7,835 | 144.6K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 7,693 | 134.6K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,651 | 122.8K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 6,479 | 119.6K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 5,924 | 103.9K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,747 | 106.1K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 5,610 | 103.6K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 5,353 | 98.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,120 | 94.5K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,063 | 93.5K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 5,032 | 88.3K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 4,901 | 86K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 4,848 | 85K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 4,768 | 83.6K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 4,542 | 79.5K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 4,538 | 83.8K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 4,144 | 76.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,984 | 73.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,834 | 70.8K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 3,470 | 64.1K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 3,465 | 60.8K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,389 | 59.4K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,071 | 53.9K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 3,016 | 55.7K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,876 | 53.1K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,843 | 49.9K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,823 | 52.1K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,729 | 47.9K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,524 | 44.3K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 2,333 | 43.1K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 2,078 | 38.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 1,998 | 36.9K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,972 | 36.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,819 | 33.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,805 | 33.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,800 | 31.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 1,608 | 28.1K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,558 | 27.3K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,524 | 28.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,496 | 27.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 1,401 | 24.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,333 | 23.4K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,299 | 24K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,200 | 22.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,168 | 20.4K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,144 | 21.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,082 | 19K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,080 | 18.9K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 1,027 | 18K $ | 0.15 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 1,015 | 17.8K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,011 | 18.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,006 | 17.6K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 968 | 16.9K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 941 | 17.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 928 | 17.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 918 | 16.9K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 0.48 % | as of Jun 30, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 0.25 % | as of Jun 30, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 0.23 % | as of May 31, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.23 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Small Cap Value ETF Fidelity Covington Trust | 0.21 % | as of Jun 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 0.15 % | as of Jul 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 0.08 % | as of May 29, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 0.07 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 0.05 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 139 | -3 | 2,923,040 | +6.2 % |
| 2026Q2 | 142 | -1 | 2,753,240 | +4.9 % |
| 2026Q1 | 143 | -2 | 2,624,852 | +6.6 % |
| 2025Q4 | 145 | +4 | 2,461,547 | +4.1 % |
| 2025Q3 | 141 | +10 | 2,364,705 | +23.6 % |
| 2025Q2 | 131 | +15 | 1,912,430 | +8.2 % |
| 2025Q1 | 116 | +14 | 1,767,292 | +13.9 % |
| 2024Q4 | 102 | +8 | 1,552,184 | +10.2 % |
| 2024Q3 | 94 | +7 | 1,408,070 | +2.8 % |
| 2024Q2 | 87 | +4 | 1,369,136 | -3.5 % |
| 2024Q1 | 83 | +2 | 1,418,846 | +2.3 % |
| 2023Q4 | 81 | 1,387,201 |
Institutional managers
96 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 241.6M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 12,637,764 | 228.6M $ | as of Mar 31, 2026 |
| Beach Point Capital Management LP | 6,558,512 | 118.6M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,641,916 | 29.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 582,550 | 10.5M $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 482,715 | 8.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 285,369 | 5.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 275,123 | 5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 249,500 | 4.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 218,145 | 3.9M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 105,861 | 1.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 88,450 | 1.6M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 87,734 | 1.6M $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 86,750 | 1.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 85,400 | 1.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 80,658 | 1.5M $ | as of Mar 31, 2026 |
| Man Group plc | 76,382 | 1.4M $ | as of Mar 31, 2026 |
| NFJ INVESTMENT GROUP, LLC | 72,611 | 1.3M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 59,232 | 1.1M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 58,906 | 1.1M $ | as of Mar 31, 2026 |
| TUDOR INVESTMENT CORP ET AL | 58,902 | 1.1M $ | as of Mar 31, 2026 |
| Creative Planning | 53,898 | 975K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 50,869 | 920.2K $ | as of Mar 31, 2026 |
| Mariner, LLC | 42,514 | 769.1K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 39,071 | 706.8K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Velocity Financial Inc". https://titelia.com/en/stocks/velocity-financial-inc-US92262D1019