Funds holding Velocity Financial Inc
142 funds declare a position · 32 ETFs and 110 other funds · 51M $ · US92262D1019
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 361,986 | 6.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 280,890 | 5.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 249,021 | 4.6M $ | 0.10 % | as of Feb 27, 2026 · Original filing |
| 4 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 236,551 | 4.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 5 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 109,636 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 106,952 | 1.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 7 | iShares Russell 2000 Value ETF iShares Trust | 100,806 | 1.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 8 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 76,862 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 9 | Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 67,491 | 1.2M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 10 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 56,751 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 11 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 56,619 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 12 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 54,228 | 1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 13 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 49,564 | 956.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 14 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 47,994 | 892.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 15 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 46,272 | 860.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 16 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 45,112 | 870.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 17 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,229 | 814.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 18 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 39,750 | 739K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 19 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 39,505 | 762.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 20 | Diversified Equity Master Portfolio Master Investment Portfolio | 32,825 | 593.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 21 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 31,853 | 614.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 22 | First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 30,924 | 559.4K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 23 | iShares Micro-Cap ETF iShares Trust | 29,167 | 527.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 24 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 26,150 | 473.1K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 25 | Barrons 400 ETF ALPS ETF TRUST | 26,017 | 483.7K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 26 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 25,353 | 489.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 27 | BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 22,248 | 402.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 28 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 20,216 | 390K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 29 | Master Small Cap Index Series Quantitative Master Series LLC | 19,324 | 349.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 30 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 18,284 | 352.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 31 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 17,798 | 330.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 32 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 17,306 | 321.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 33 | VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 17,016 | 307.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 34 | BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 16,787 | 303.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 35 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 14,792 | 275K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 36 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 13,366 | 241.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 37 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,161 | 253.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 38 | YORKTOWN SMALL CAP FUND American Pension Investors Trust | 13,000 | 250.8K $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| 39 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 12,588 | 227.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 40 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 11,271 | 209.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 41 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 10,761 | 207.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 42 | Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 10,727 | 194.1K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 43 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 10,020 | 181.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 44 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,916 | 191.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 45 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,340 | 155K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 46 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,328 | 160.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 47 | iShares Russell 3000 ETF iShares Trust | 7,898 | 142.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 48 | Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 7,855 | 151.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 49 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 7,693 | 143K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 50 | BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 7,587 | 137.2K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 51 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,651 | 120.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 52 | Small Cap Index Fund Northern Funds | 6,078 | 110K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 53 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 5,353 | 96.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 54 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,300 | 95.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 55 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,160 | 93.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 56 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,120 | 92.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 57 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,063 | 91.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 58 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 5,032 | 97.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 59 | Global X Russell 2000 ETF GLOBAL X FUNDS | 5,012 | 96.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 60 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 4,901 | 94.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 61 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 4,848 | 93.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 62 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 4,810 | 87K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 63 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 4,682 | 87K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 64 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 4,644 | 84K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 65 | Small Cap Index Fund VALIC Co I | 4,542 | 84.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 66 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 4,538 | 82.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 67 | AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 4,514 | 81.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 68 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,834 | 69.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 69 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,071 | 59.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 70 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 3,056 | 59K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 71 | Victory Extended Market Index Fund Victory Portfolios III | 2,731 | 52.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 72 | EQ/Small Company Index Portfolio EQ Advisors Trust | 2,670 | 48.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 73 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,524 | 48.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 74 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,465 | 44.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 75 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 2,425 | 46.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 76 | Small Cap Index Trust John Hancock Variable Insurance Trust | 2,361 | 42.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 77 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 2,333 | 42.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 78 | Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds | 2,106 | 38.1K $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 79 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,096 | 37.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 80 | AST Small-Cap Equity Portfolio Advanced Series Trust | 2,078 | 37.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 81 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,059 | 37.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 82 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 1,998 | 36.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 83 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,908 | 35.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 84 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,892 | 36.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 85 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,805 | 32.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 86 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,800 | 33.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 87 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,689 | 30.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 88 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,524 | 27.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 89 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,496 | 27.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 90 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,419 | 27.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 91 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 1,401 | 27K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 92 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,200 | 21.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 93 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,144 | 22.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 94 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,144 | 20.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 95 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,121 | 21.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 96 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,080 | 20.1K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 97 | Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 1,044 | 20.1K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 98 | iShares Morningstar Small-Cap Value ETF iShares Trust | 1,027 | 19.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 99 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,011 | 18.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 100 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,011 | 18.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
96 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |