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Velocity Financial Inc (VEL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Snow Phipps Group, LLC
UNCHANGED
Shares13,353,103 from 13,353,103
Change0 (0%)
Value$200.6M (-$45.9M)
Filed 2026-10-07
Beach Point Capital Management LP
INCREASED
Shares6,876,912 from 6,582,380
Change+294,532 (+4%)
Value$103.3M (-$18.2M)
Filed 2026-10-20
Dimensional Fund Advisors LP
INCREASED
Shares755,068 from 656,725
Change+98,343 (+15%)
Value$11.3M (-$780.0K)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares282,058 from 272,540
Change+9,518 (+3%)
Value$4.2M (-$794.8K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares127,370 from 54,853
Change+72,517 (+132%)
Value$1.9M (+$900.5K)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares53,825 from 55,060
Change-1,235 (-2%)
Value$808.5K (-$208.0K)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares29,794 from 5,453
Change+24,341 (+446%)
Value$447.5K (+$346.8K)
Filed 2026-11-04
Russell Investments Group, Ltd.
DECREASED
Shares21,154 from 29,267
Change-8,113 (-28%)
Value$317.7K (-$222.5K)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
NEW
Shares18,848
Change+18,848
Value$283.1K
Filed 2026-10-16
Deutsche Bank Ag\
DECREASED
Shares10,531 from 12,057
Change-1,526 (-13%)
Value$158.2K (-$64.4K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares4,876 from 3,037
Change+1,839 (+61%)
Value$73.2K (+$17.2K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares2,103 from 6,983
Change-4,880 (-70%)
Value$31.6K (-$97.3K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares1,075 from 1,289
Change-214 (-17%)
Value$16.1K (-$7.6K)
Filed 2026-11-06
Harbor Capital Advisors, Inc.
DECREASED
Shares1,027 from 1,044
Change-17 (-2%)
Value$15 (-$4)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares532 from 509
Change+23 (+5%)
Value$8.0K (-$1.4K)
Filed 2026-10-08
Versant Capital Management, Inc
INCREASED
Shares476 from 41
Change+435 (+1061%)
Value$7.2K (+$6.4K)
Filed 2026-10-02
Allworth Financial LP
INCREASED
Shares462 from 199
Change+263 (+132%)
Value$8.5K (+$4.9K)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares407 from 255
Change+152 (+60%)
Value$6.1K (+$1.4K)
Filed 2026-10-23
Sterling Capital Management LLC
DECREASED
Shares244 from 10,976
Change-10,732 (-98%)
Value$3.7K (-$199.0K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares218 from 290
Change-72 (-25%)
Value$3.3K (-$2.1K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares181 from 107
Change+74 (+69%)
Value$2.7K (+$744)
Filed 2026-10-16
Covestor Ltd
INCREASED
Shares129 from 80
Change+49 (+61%)
Value$2 (+$1)
Filed 2026-10-30
US Bancorp \de\
NEW
Shares103
Change+103
Value$1.5K
Filed 2026-11-05
Bare Financial Services, Inc
INCREASED
Shares95 from 88
Change+7 (+8%)
Value$1.4K (-$197)
Filed 2026-11-04
Essential Partners LLC
DECREASED
Shares90 from 146
Change-56 (-38%)
Value$1.4K (-$1.3K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares86 from 50
Change+36 (+72%)
Value$1.3K (+$368)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares77 from 10
Change+67 (+670%)
Value$1.2K (+$972)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares73 from 48
Change+25 (+52%)
Value$1.1K (+$210)
Filed 2026-10-08
Marquette Asset Management, LLC
NEW
Shares31
Change+31
Value$466
Filed 2026-10-09
Parkside Financial Bank & Trust
NEW
Shares30
Change+30
Value$451
Filed 2026-10-27
North Star Investment Management Corp.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$421 (-$96)
Filed 2026-10-27
Trust Co
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$255 (-$59)
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares13
Change+13
Value$195
Filed 2026-10-21
True Wealth Design, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$76 (-$17)
Filed 2026-10-13
Clearstead Advisors, LLC
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$61 (+$5)
Filed 2026-11-06
Monetary Solutions, Ltd
NEW
Shares3
Change+3
Value$45
Filed 2026-10-22
Alps Advisors Inc
CLOSED
Shares0 from 28,800
Change-28,800 (-100%)
Value$0 (-$531.6K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-20
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-20
Avion Wealth
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 ($0)
Filed 2026-11-04
Larson Financial Group LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$369)
Filed 2026-11-05
Allianz Asset Management GmbH
N/A
Shares— from 12,637,764
Change-12,637,764 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,489,827
Change-1,489,827 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 505,505
Change-505,505 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 487,011
Change-487,011 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 357,199
Change-357,199 (-100%)
Value—
State Street Corp
N/A
Shares— from 249,731
Change-249,731 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 235,327
Change-235,327 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 124,130
Change-124,130 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 123,902
Change-123,902 (-100%)
Value—
Man Group plc
N/A
Shares— from 116,925
Change-116,925 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 116,605
Change-116,605 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 102,530
Change-102,530 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 102,190
Change-102,190 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 92,141
Change-92,141 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 91,219
Change-91,219 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 89,499
Change-89,499 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 72,611
Change-72,611 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 71,546
Change-71,546 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 67,596
Change-67,596 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 54,027
Change-54,027 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 53,574
Change-53,574 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 51,400
Change-51,400 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 49,808
Change-49,808 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 43,772
Change-43,772 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 42,023
Change-42,023 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 38,241
Change-38,241 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 35,335
Change-35,335 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 33,221
Change-33,221 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 32,676
Change-32,676 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 31,234
Change-31,234 (-100%)
Value—
UBS Group AG
N/A
Shares— from 26,707
Change-26,707 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 23,626
Change-23,626 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 23,167
Change-23,167 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 21,174
Change-21,174 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 21,169
Change-21,169 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 19,718
Change-19,718 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 19,598
Change-19,598 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 14,294
Change-14,294 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 14,072
Change-14,072 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 14,027
Change-14,027 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 12,251
Change-12,251 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 10,640
Change-10,640 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 8,520
Change-8,520 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,862
Change-7,862 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,103
Change-7,103 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 5,689
Change-5,689 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 4,548
Change-4,548 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 3,874
Change-3,874 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 645
Change-645 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 603
Change-603 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 235
Change-235 (-100%)
Value—
Quarry LP
N/A
Shares— from 185
Change-185 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 172
Change-172 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 163
Change-163 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Snow Phipps Group, LLC
UNCHANGED13,353,10313,353,10300%$246.5M$200.6M-$45.9M2026-10-07
Beach Point Capital Management LP
INCREASED6,876,9126,582,380+294,532+4%$121.5M$103.3M-$18.2M2026-10-20
Dimensional Fund Advisors LP
INCREASED755,068656,725+98,343+15%$12.1M$11.3M-$780.0K2026-11-04
Geode Capital Management, LLC
INCREASED282,058272,540+9,518+3%$5.0M$4.2M-$794.8K2026-11-06
Creative Planning
INCREASED127,37054,853+72,517+132%$1.0M$1.9M+$900.5K2026-11-02
Bank of New York Mellon Corp
DECREASED53,82555,060-1,235-2%$1.0M$808.5K-$208.0K2026-11-05
Simplex Trading, LLC
INCREASED29,7945,453+24,341+446%$100.7K$447.5K+$346.8K2026-11-04
Russell Investments Group, Ltd.
DECREASED21,15429,267-8,113-28%$540.3K$317.7K-$222.5K2026-11-06
Y-Intercept (Hong Kong) Ltd
NEW18,848—+18,848——$283.1K—2026-10-16
Deutsche Bank Ag\
DECREASED10,53112,057-1,526-13%$222.6K$158.2K-$64.4K2026-11-06
Barclays PLC
INCREASED4,8763,037+1,839+61%$56.1K$73.2K+$17.2K2026-11-06
Citigroup Inc
DECREASED2,1036,983-4,880-70%$128.9K$31.6K-$97.3K2026-11-04
PNC Financial Services Group, Inc.
DECREASED1,0751,289-214-17%$23.8K$16.1K-$7.6K2026-11-06
Harbor Capital Advisors, Inc.
DECREASED1,0271,044-17-2%$19$15-$42026-10-22
Gamma Investing LLC
INCREASED532509+23+5%$9.4K$8.0K-$1.4K2026-10-08
Versant Capital Management, Inc
INCREASED47641+435+1061%$757$7.2K+$6.4K2026-10-02
Allworth Financial LP
INCREASED462199+263+132%$3.7K$8.5K+$4.9K2026-11-06
Signaturefd, LLC
INCREASED407255+152+60%$4.7K$6.1K+$1.4K2026-10-23
Sterling Capital Management LLC
DECREASED24410,976-10,732-98%$202.6K$3.7K-$199.0K2026-10-22
Parallel Advisors, LLC
DECREASED218290-72-25%$5.4K$3.3K-$2.1K2026-11-03
IFP Advisors, Inc
INCREASED181107+74+69%$2.0K$2.7K+$7442026-10-16
Covestor Ltd
INCREASED12980+49+61%$1$2+$12026-10-30
US Bancorp \de\
NEW103—+103——$1.5K—2026-11-05
Bare Financial Services, Inc
INCREASED9588+7+8%$1.6K$1.4K-$1972026-11-04
Essential Partners LLC
DECREASED90146-56-38%$2.7K$1.4K-$1.3K2026-10-14
EverSource Wealth Advisors, LLC
INCREASED8650+36+72%$923$1.3K+$3682026-11-04
SJS Investment Consulting Inc.
INCREASED7710+67+670%$185$1.2K+$9722026-10-26
Farther Finance Advisors, LLC
INCREASED7348+25+52%$886$1.1K+$2102026-10-08
Marquette Asset Management, LLC
NEW31—+31——$466—2026-10-09
Parkside Financial Bank & Trust
NEW30—+30——$451—2026-10-27
North Star Investment Management Corp.
UNCHANGED282800%$517$421-$962026-10-27
Trust Co
UNCHANGED171700%$314$255-$592026-10-09
Root Financial Partners, LLC
NEW13—+13——$195—2026-10-21
True Wealth Design, LLC
UNCHANGED5500%$93$76-$172026-10-13
Clearstead Advisors, LLC
INCREASED43+1+33%$56$61+$52026-11-06
Monetary Solutions, Ltd
NEW3—+3——$45—2026-10-22
Alps Advisors Inc
CLOSED028,800-28,800-100%$531.6K$0-$531.6K2026-11-03
Physician Wealth Advisors, Inc.
CLOSED0126-126-100%$2.3K$0-$2.3K2026-10-20
Nisa Investment Advisors, LLC
CLOSED0100-100-100%$1.8K$0-$1.8K2026-10-20
Avion Wealth
CLOSED030-30-100%$0$0$02026-11-04
Larson Financial Group LLC
CLOSED020-20-100%$369$0-$3692026-11-05
Allianz Asset Management GmbH
N/A—12,637,764-12,637,764-100%$233.3M———
BlackRock, Inc.
N/A—1,489,827-1,489,827-100%$27.5M———
Adage Capital Partners GP, L.L.C.
N/A—505,505-505,505-100%$9.3M———
Vanguard Capital Management LLC
N/A—487,011-487,011-100%$9.0M———
American Century Companies Inc
N/A—357,199-357,199-100%$6.6M———
State Street Corp
N/A—249,731-249,731-100%$4.6M———
Goldman Sachs Group Inc
N/A—235,327-235,327-100%$4.3M———
D. E. Shaw & Co., Inc.
N/A—124,130-124,130-100%$2.3M———
Susquehanna International Group, LLP
N/A—123,902-123,902-100%$2.3M———
Man Group plc
N/A—116,925-116,925-100%$2.2M———
Qube Research & Technologies Ltd
N/A—116,605-116,605-100%$2.2M———
Morgan Stanley
N/A—102,530-102,530-100%$1.9M———
Vanguard Portfolio Management LLC
N/A—102,190-102,190-100%$1.9M———
Northern Trust Corp
N/A—92,141-92,141-100%$1.7M———
Tudor Investment Corp ET AL
N/A—91,219-91,219-100%$1.7M———
Charles Schwab Investment Management Inc
N/A—89,499-89,499-100%$1.7M———
NFJ Investment Group, LLC
N/A—72,611-72,611-100%$1.3M———
AQR Capital Management LLC
N/A—71,546-71,546-100%$1.3M———
Vanguard Fiduciary Trust Co
N/A—67,596-67,596-100%$1.2M———
Citadel Advisors LLC
N/A—54,027-54,027-100%$997.3K———
HSBC Holdings PLC
N/A—53,574-53,574-100%$970.2K———
Renaissance Technologies LLC
N/A—51,400-51,400-100%$948.8K———
BNP Paribas Financial Markets
N/A—49,808-49,808-100%$919.5K———
JPMorgan Chase & Co
N/A—43,772-43,772-100%$788.3K———
Mariner, LLC
N/A—42,023-42,023-100%$775.7K———
Quantinno Capital Management LP
N/A—38,241-38,241-100%$705.9K———
XTX Topco Ltd
N/A—35,335-35,335-100%$652.3K———
Bank of America Corp
N/A—33,221-33,221-100%$613.3K———
First Trust Advisors LP
N/A—32,676-32,676-100%$603.2K———
Trexquant Investment LP
N/A—31,234-31,234-100%$576.6K———
UBS Group AG
N/A—26,707-26,707-100%$493.0K———
Arrowstreet Capital, Limited Partnership
N/A—23,626-23,626-100%$436.1K———
Bridgeway Capital Management, LLC
N/A—23,167-23,167-100%$427.7K———
Squarepoint Ops LLC
N/A—21,174-21,174-100%$390.9K———
Empowered Funds, LLC
N/A—21,169-21,169-100%$390.8K———
PDT Partners, LLC
N/A—19,718-19,718-100%$364.0K———
Campbell & Co Investment Adviser LLC
N/A—19,598-19,598-100%$361.8K———
Nuveen, LLC
N/A—14,294-14,294-100%$263.9K———
Wells Fargo & Company
N/A—14,072-14,072-100%$259.8K———
Rhumbline Advisers
N/A—14,027-14,027-100%$258.9K———
Brevan Howard Capital Management LP
N/A—12,251-12,251-100%$226.2K———
Alliancebernstein L.P.
N/A—10,640-10,640-100%$192.5K———
MetLife Investment Management, LLC
N/A—8,520-8,520-100%$157.3K———
UBS Asset Management Americas LLC
N/A—7,862-7,862-100%$145.1K———
FMR LLC
N/A—7,103-7,103-100%$131.1K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—5,689-5,689-100%$105.0K———
Police & Firemen's Retirement System of New Jersey
N/A—4,548-4,548-100%$84.0K———
Vanguard Global Advisers, LLC
N/A—4,037-4,037-100%$74.5K———
New York State Common Retirement Fund
N/A—3,874-3,874-100%$71.5K———
Royal Bank of Canada
N/A—1,499-1,499-100%$28.0K———
Legal & General Group Plc
N/A—1,305-1,305-100%$24.1K———
Ameritas Investment Partners, Inc.
N/A—1,144-1,144-100%$21.1K———
Tower Research Capital LLC (TRC)
N/A—645-645-100%$11.9K———
Arax Advisory Partners
N/A—603-603-100%$11.1K———
Federated Hermes, Inc.
N/A—235-235-100%$4.3K———
Quarry LP
N/A—185-185-100%$3.4K———
Jones Financial Companies Lllp
N/A—172-172-100%$3.1K———
California State Teachers Retirement System
N/A—163-163-100%$3.0K———
Rothschild Investment LLC
N/A—69-69-100%$1.3K———
Rialto Wealth Management, LLC
N/A—60-60-100%$1.1K———
Harbour Investments, Inc.
N/A—21-21-100%$388———
Osaic Holdings, Inc.
N/A—14-14-100%$258———
Optiver Holding B.V.
N/A—4-4-100%$74———
Smartleaf Asset Management LLC
N/A—4-4-100%$72———
Showing 105 of 105 institutions