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
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,00619.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 96818K $0.00 %0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 94117K $0.00 %0.00 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 92816.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 89316.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 79314.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 76214.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 74413.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 73513.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 70913.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 70613.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 70512.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 63611.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 58110.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 57411.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 5409.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5359.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 5049.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 5029.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 4969.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 4919.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 4178K $0.00 %0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 3736.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 3426.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 3285.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust 2514.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2113.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 2083.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 2013.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1963.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 1312.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 611.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 48868.3 $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 39705.5 $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 29524.6 $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 22398 $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 21405.1 $0.01 %0.00 %as of Apr 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 20385.8 $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 13235.2 $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 12223.1 $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 474.4 $0.01 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 354.3 $0.00 %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