Titelia

Funds holding Velocity Financial Inc

ISIN US92262D1019 · United States

Fund holders
142
Of which ETFs
32 110 other funds
Value held
51M $
Share of capital
7.0 % of 39.5M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 361,9866.5M $0.00 %0.92 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 280,8905.1M $0.01 %0.71 %as of Mar 31, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 249,0214.6M $0.10 %0.63 %as of Feb 27, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 236,5514.4M $0.02 %0.60 %as of Feb 28, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 109,6362.1M $0.01 %0.28 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 106,9521.9M $0.00 %0.27 %as of Mar 31, 2026
iShares Russell 2000 Value ETF iShares Trust 100,8061.8M $0.01 %0.26 %as of Mar 31, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 76,8621.5M $0.01 %0.19 %as of Apr 30, 2026
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 67,4911.2M $0.50 %0.17 %as of Mar 31, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 56,7511.1M $0.01 %0.14 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 56,6191.1M $0.01 %0.14 %as of Feb 28, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 54,2281M $0.01 %0.14 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 49,564956.1K $0.01 %0.13 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 47,994892.2K $0.00 %0.12 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 46,272860.2K $0.00 %0.12 %as of Feb 28, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 45,112870.2K $0.01 %0.11 %as of Apr 30, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 42,229814.6K $0.00 %0.11 %as of Apr 30, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 39,750739K $0.00 %0.10 %as of Feb 28, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 39,505762.1K $0.01 %0.10 %as of Apr 30, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 32,825593.8K $0.02 %0.08 %as of Mar 31, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 31,853614.4K $0.00 %0.08 %as of Apr 30, 2026
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 30,924559.4K $0.25 %0.08 %as of Mar 31, 2026
iShares Micro-Cap ETF iShares Trust 29,167527.6K $0.04 %0.07 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 26,150473.1K $0.07 %0.07 %as of Mar 31, 2026
Barrons 400 ETF ALPS ETF TRUST 26,017483.7K $0.23 %0.07 %as of Feb 28, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 25,353489.1K $0.01 %0.06 %as of Apr 30, 2026
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 22,248402.5K $0.06 %0.06 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,216390K $0.01 %0.05 %as of Apr 30, 2026
Master Small Cap Index Series Quantitative Master Series LLC 19,324349.6K $0.01 %0.05 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 18,284352.7K $0.00 %0.05 %as of Apr 30, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 17,798330.9K $0.01 %0.05 %as of Feb 28, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 17,306321.7K $0.00 %0.04 %as of Feb 28, 2026
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 17,016307.8K $0.09 %0.04 %as of Mar 31, 2026
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 16,787303.7K $0.04 %0.04 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 14,792275K $0.00 %0.04 %as of Feb 28, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 13,366241.8K $0.01 %0.03 %as of Mar 31, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,161253.9K $0.00 %0.03 %as of Apr 30, 2026
YORKTOWN SMALL CAP FUND American Pension Investors Trust 13,000250.8K $0.70 %0.03 %as of Apr 30, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 12,588227.7K $0.01 %0.03 %as of Mar 31, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 11,271209.5K $0.01 %0.03 %as of Feb 28, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 10,761207.6K $0.01 %0.03 %as of Apr 30, 2026
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 10,727194.1K $0.28 %0.03 %as of Mar 31, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 10,020181.3K $0.00 %0.03 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,916191.3K $0.02 %0.03 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,340155K $0.01 %0.02 %as of Feb 28, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,328160.6K $0.03 %0.02 %as of Apr 30, 2026
iShares Russell 3000 ETF iShares Trust 7,898142.9K $0.00 %0.02 %as of Mar 31, 2026
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 7,855151.5K $0.01 %0.02 %as of Apr 30, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,693143K $0.00 %0.02 %as of Feb 28, 2026
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 7,587137.2K $0.09 %0.02 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,651120.3K $0.00 %0.02 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 6,078110K $0.01 %0.02 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,35396.8K $0.01 %0.01 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,30095.9K $0.00 %0.01 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,16093.3K $0.01 %0.01 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 5,12092.6K $0.00 %0.01 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 5,06391.6K $0.00 %0.01 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 5,03297.1K $0.00 %0.01 %as of Apr 30, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 5,01296.7K $0.01 %0.01 %as of Apr 30, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 4,90194.5K $0.00 %0.01 %as of Apr 30, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4,84893.5K $0.00 %0.01 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 4,81087K $0.00 %0.01 %as of Mar 31, 2026
Longboard Fund NORTHERN LIGHTS FUND TRUST II 4,68287K $0.08 %0.01 %as of Feb 28, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 4,64484K $0.01 %0.01 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 4,54284.4K $0.01 %0.01 %as of Feb 28, 2026
Small-Cap Value Portfolio PACIFIC SELECT FUND 4,53882.1K $0.02 %0.01 %as of Mar 31, 2026
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 4,51481.7K $0.07 %0.01 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,83469.4K $0.00 %0.01 %as of Mar 31, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,07159.2K $0.00 %0.01 %as of Apr 30, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 3,05659K $0.00 %0.01 %as of Apr 30, 2026
Victory Extended Market Index Fund Victory Portfolios III 2,73152.7K $0.01 %0.01 %as of Apr 30, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 2,67048.3K $0.00 %0.01 %as of Mar 31, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,52448.7K $0.00 %0.01 %as of Apr 30, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 2,46544.6K $0.01 %0.01 %as of Mar 31, 2026
iShares Morningstar Small-Cap Growth ETF iShares Trust 2,42546.8K $0.00 %0.01 %as of Apr 30, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 2,36142.7K $0.01 %0.01 %as of Mar 31, 2026
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,33342.2K $0.02 %0.01 %as of Mar 31, 2026
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 2,10638.1K $0.67 %0.01 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,09637.9K $0.01 %0.01 %as of Mar 31, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 2,07837.6K $0.00 %0.01 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,05937.2K $0.02 %0.01 %as of Mar 31, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 1,99836.1K $0.00 %0.01 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,90835.5K $0.01 %0.00 %as of Feb 28, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,89236.5K $0.00 %0.00 %as of Apr 30, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,80532.7K $0.01 %0.00 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,80033.5K $0.00 %0.00 %as of Feb 28, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,68930.6K $0.01 %0.00 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,52427.6K $0.01 %0.00 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,49627.1K $0.01 %0.00 %as of Mar 31, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,41927.4K $0.01 %0.00 %as of Apr 30, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 1,40127K $0.00 %0.00 %as of Apr 30, 2026
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,20021.7K $0.00 %0.00 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,14422.1K $0.01 %0.00 %as of Apr 30, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,14420.7K $0.01 %0.00 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,12121.6K $0.00 %0.00 %as of Apr 30, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,08020.1K $0.02 %0.00 %as of Feb 28, 2026
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 1,04420.1K $0.18 %0.00 %as of Apr 30, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 1,02719.8K $0.00 %0.00 %as of Apr 30, 2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,01118.3K $0.02 %0.00 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,01118.3K $0.01 %0.00 %as of Mar 31, 2026

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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.

FundWeight in fund
YORKTOWN SMALL CAP FUND American Pension Investors Trust 0.70 %as of Apr 30, 2026
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 0.67 %as of Mar 31, 2026
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 0.50 %as of Mar 31, 2026
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 0.28 %as of Mar 31, 2026
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 0.25 %as of Mar 31, 2026
Barrons 400 ETF ALPS ETF TRUST 0.23 %as of Feb 28, 2026
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 0.18 %as of Apr 30, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 0.10 %as of Feb 27, 2026
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 0.09 %as of Mar 31, 2026
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 0.09 %as of Mar 31, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q2142-12,753,240+4.9 %
2026Q1143-22,624,852+6.6 %
2025Q4145+42,461,547+4.1 %
2025Q3141+102,364,705+23.6 %
2025Q2131+151,912,430+8.2 %
2025Q1116+141,767,292+13.9 %
2024Q4102+81,552,184+10.2 %
2024Q394+71,408,070+2.8 %
2024Q287+41,369,136-3.5 %
2024Q183+21,418,846+2.3 %
2023Q4811,387,201

Institutional managers

96 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Snow Phipps Group, LLC13,353,103241.6M $as of Mar 31, 2026
Allianz Asset Management GmbH12,637,764228.6M $as of Mar 31, 2026
Beach Point Capital Management LP6,558,512118.6M $as of Mar 31, 2026
BlackRock, Inc.1,641,91629.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP582,55010.5M $as of Mar 31, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.482,7158.7M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC285,3695.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC275,1235M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC249,5004.5M $as of Mar 31, 2026
STATE STREET CORP218,1453.9M $as of Mar 31, 2026
Qube Research & Technologies Ltd105,8611.9M $as of Mar 31, 2026
MORGAN STANLEY88,4501.6M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.87,7341.6M $as of Mar 31, 2026
HSBC HOLDINGS PLC86,7501.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC85,4001.5M $as of Mar 31, 2026
NORTHERN TRUST CORP80,6581.5M $as of Mar 31, 2026
Man Group plc76,3821.4M $as of Mar 31, 2026
NFJ INVESTMENT GROUP, LLC72,6111.3M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP59,2321.1M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC58,9061.1M $as of Mar 31, 2026
TUDOR INVESTMENT CORP ET AL58,9021.1M $as of Mar 31, 2026
Creative Planning53,898975K $as of Mar 31, 2026
Bank of New York Mellon Corp50,869920.2K $as of Mar 31, 2026
Mariner, LLC42,514769.1K $as of Mar 31, 2026
CITADEL ADVISORS LLC39,071706.8K $as of Mar 31, 2026
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Titelia. "Funds holding Velocity Financial Inc". https://titelia.com/en/stocks/velocity-financial-inc-US92262D1019