Position in VEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,700,922
+$241,819 QoQ
Shares Held
92,141
+14.2% QoQ
Ownership
0.233%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 99 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026NORTHERN TRUST CORP holds $160,527,615 across 9 Mortgage Finance names. VEL ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
5,995,953 | $94,436,257 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
273,555 | $23,826,639 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
394,359 | $21,571,435 | |
| 4 | UWMC |
UWM Holdings Corp
|
5,800,878 | $13,284,009 | |
| 5 | ONIT |
Onity Group Inc.
|
55,525 | $2,207,117 | |
| 6 | BETR |
Better Home & Finance Holding Co
|
75,185 | $2,067,586 | |
| 7 | VEL |
Velocity Financial, Inc.
This page
|
92,141 | $1,700,922 | |
| 8 | LDI |
loanDepot, Inc.
|
1,092,883 | $1,366,103 |
All Filings in VEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,700,922 | 92,141 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,459,103 | 80,658 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,604,643 | 77,295 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,317,797 | 72,646 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,541,118 | 83,124 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,329,045 | 71,034 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,429,347 | 73,075 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,470,121 | 74,968 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,311,238 | 73,131 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,406,052 | 78,114 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,332,362 | 77,373 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $890,326 | 78,790 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,013,186 | 87,874 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $753,110 | 83,401 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $853,252 | 88,420 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,001,160 | 92,358 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $977,142 | 88,912 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,006,020 | 91,958 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,280,072 | 93,436 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $1,086,239 | 82,541 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $434,613 | 34,797 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $168,751 | 19,025 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $118,046 | 18,948 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $95,118 | 18,948 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $102,549 | 25,962 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $536,474 | 71,245 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||