Position in VEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,012,586
+$37,572 QoQ
Shares Held
54,853
+1.8% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 99 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Creative Planning holds $13,312,058 across 7 Mortgage Finance names. VEL ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
546,077 | $8,600,712 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
31,220 | $1,707,733 | |
| 3 | UWMC |
UWM Holdings Corp
|
476,961 | $1,092,240 | |
| 4 | VEL |
Velocity Financial, Inc.
This page
|
54,853 | $1,012,586 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
9,616 | $837,553 | |
| 6 | BLNE |
Beeline Holdings, Inc.
|
38,175 | $46,573 | |
| 7 | LDI |
loanDepot, Inc.
|
11,729 | $14,661 |
All Filings in VEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,012,586 | 54,853 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $975,014 | 53,898 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,182,406 | 56,956 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $860,706 | 47,448 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,246,703 | 67,244 | Shares | Defined | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||