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Velocity Financial Inc (VEL)

CUSIP: 92262D101 | NYSE | Financial Services · Mortgage Finance | Small Cap | 210 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Snow Phipps Group, LLC13,353,103
75.9% of portfolio›$200.6M
Beach Point Capital Management LP6,876,912
45.2% of portfolio›$103.3M
Dimensional Fund Advisors LP755,068
0.0% of portfolio›$11.3M
Creative Planning127,370
0.0% of portfolio›$1.9M
Bank of New York Mellon Corp53,825
0.0% of portfolio›$808.5K
Simplex Trading, LLC29,794
0.0% of portfolio›$447.5K
Y-Intercept (Hong Kong) Ltd18,848
0.0% of portfolio›$283.1K
Citigroup Inc2,103
0.0% of portfolio›$31.6K
Harbor Capital Advisors, Inc.1,027
0.0% of portfolio›$15
Gamma Investing LLC532
0.0% of portfolio›$8.0K
Versant Capital Management, Inc476
0.0% of portfolio›$7.2K
Signaturefd, LLC407
0.0% of portfolio›$6.1K
Sterling Capital Management LLC244
0.0% of portfolio›$3.7K
Parallel Advisors, LLC218
0.0% of portfolio›$3.3K
IFP Advisors, Inc181
0.0% of portfolio›$2.7K
Covestor Ltd129
0.0% of portfolio›$2
US Bancorp \de\103
0.0% of portfolio›$1.5K
Bare Financial Services, Inc95
0.0% of portfolio›$1.4K
Essential Partners LLC90
0.0% of portfolio›$1.4K
EverSource Wealth Advisors, LLC86
0.0% of portfolio›$1.3K
SJS Investment Consulting Inc.77
0.0% of portfolio›$1.2K
Farther Finance Advisors, LLC73
0.0% of portfolio›$1.1K
Marquette Asset Management, LLC31
0.0% of portfolio›$466
Parkside Financial Bank & Trust30
0.0% of portfolio›$451
North Star Investment Management Corp.28
0.0% of portfolio›$421
Trust Co17
0.0% of portfolio›$255
Root Financial Partners, LLC13
0.0% of portfolio›$195
True Wealth Design, LLC5
0.0% of portfolio›$76
Monetary Solutions, Ltd3
0.0% of portfolio›$45
StyleTurnoverLocationFiled
Snow Phipps Group, LLC
13,353,103$200.6M75.9%Deep ValueVery LowNew York, NY2026-10-07
Beach Point Capital Management LP
6,876,912$103.3M45.2%YieldMediumSanta Monica, CA2026-10-20
Dimensional Fund Advisors LP
755,068$11.3M0.0%IndexLowAustin, TX2026-11-04
Creative Planning
127,370$1.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Bank of New York Mellon Corp
53,825$808.5K0.0%CoreLowNew York, NY2026-11-05
Simplex Trading, LLC
29,794$447.5K0.0%CoreVery HighChicago, IL2026-11-04
Y-Intercept (Hong Kong) Ltd
18,848$283.1K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Citigroup Inc
2,103$31.6K0.0%CoreMediumNew York, NY2026-11-04
Harbor Capital Advisors, Inc.
1,027$150.0%ValueHighChicago, IL2026-10-22
Gamma Investing LLC
532$8.0K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
476$7.2K0.0%GARPLowPhoenix, AZ2026-10-02
Signaturefd, LLC
407$6.1K0.0%IndexLowAtlanta, GA2026-10-23
Sterling Capital Management LLC
244$3.7K0.0%GARPMediumCharlotte, NC2026-10-22
Parallel Advisors, LLC
218$3.3K0.0%IndexLowSan Francisco, CA2026-11-03
IFP Advisors, Inc
181$2.7K0.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
129$20.0%ValueHighLondon, United Kingdom2026-10-30
US Bancorp \de\
103$1.5K0.0%IndexLowMinneapolis, MN2026-11-05
Bare Financial Services, Inc
95$1.4K0.0%ETFVery LowGap, PA2026-11-04
Essential Partners LLC
90$1.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
86$1.3K0.0%CoreMediumBirmingham, AL2026-11-04
SJS Investment Consulting Inc.
77$1.2K0.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
73$1.1K0.0%IndexLowSan Francisco, CA2026-10-08
Marquette Asset Management, LLC
31$4660.0%ETFVery LowMinneapolis, MN2026-10-09
Parkside Financial Bank & Trust
30$4510.0%CoreVery LowSaint Louis, MO2026-10-27
North Star Investment Management Corp.
28$4210.0%CoreLowChicago, IL2026-10-27
Trust Co
17$2550.0%ETFVery LowManhattan, KS2026-10-09
Root Financial Partners, LLC
13$1950.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
5$760.0%ETFMediumAkron, OH2026-10-13
Monetary Solutions, Ltd
3$450.0%ETFVery LowDayton, OH2026-10-22