Position in VEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$531,648
+$17,042 QoQ
Shares Held
28,800
+1.2% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 99 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026ALPS ADVISORS INC holds $531,648 across 1 Mortgage Finance name. VEL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEL |
Velocity Financial, Inc.
This page
|
28,800 | $531,648 |
All Filings in VEL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,648 | 28,800 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $514,606 | 28,447 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $510,010 | 24,567 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $441,890 | 24,360 | Shares | Defined | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||