VEL · Velocity Financial, Inc.

$18.34 +0.02 (+0.11%) At close · Aug 21

Market Cap

$724.09M

39.48M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 102

Total Value: $733,113,289

Total Shares: 39,713,696

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 102 13F filers · Δ vs Mar 31, 2026

Top Holder

33.6%

−0.1 pts

Top 5

87.6%

−0.5 pts

Top 10

93.4%

−0.1 pts

HHI

2,445

Moderately concentrated−11

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -1

Institutional value: +2.3%

Shares held: +0.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega DIMENSIONAL FUND ADVISORS LP	+74,175	656,725
Mega AMERICAN CENTURY COMPANIES INC	+71,830	357,199
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+49,502	123,902
Large Man Group plc	+40,543	116,925
Mega D. E. Shaw & Co., Inc.	+36,396	124,130

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega BlackRock, Inc.	−152,089	1,489,827
Mega GOLDMAN SACHS GROUP INC	−39,796	235,327
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−35,606	23,626
Mega HSBC HOLDINGS PLC	−33,176	53,574
Large TUDOR INVESTMENT CORP ET AL	−21,683	102,319

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Squarepoint Ops LLC	21,174	$390,872
Mega JANE STREET GROUP, LLC	15,500	$286,130
Mid Brevan Howard Capital Management LP	12,251	$226,153
Mega ALLIANCEBERNSTEIN L.P.	10,640	$196,414
Mid SIMPLEX TRADING, LLC	5,453	$100,662

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large NOMURA HOLDINGS INC	112,500	$2,035,125
Mega MILLENNIUM MANAGEMENT LLC	33,615	$608,095
Mega TWO SIGMA INVESTMENTS, LP	17,144	$310,134
Large VOYA INVESTMENT MANAGEMENT LLC	17,016	$307,819
Large HRT FINANCIAL LP	14,052	$254,200

Filter: New 17 Increased 48 Reduced 23 Sold out 18 Unchanged 14

Showing 100 of 104

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Snow Phipps Group, LLC

$246,498,281

33.62%

13,353,103

Allianz Asset Management GmbH

$233,293,123

31.82%

12,637,764

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Pacific Investment Management Company LLC	12,637,764	$233,293,123	100.0%	Defined

Beach Point Capital Management LP

$121,510,734

16.57%

6,582,380

BlackRock, Inc.

$27,502,205

3.75%

1,489,827

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	157,396	$2,905,530	10.6%	Sole
BlackRock Asset Management Canada Ltd	9	$166	0.0%	Sole
BlackRock Investment Management, LLC	75,594	$1,395,465	5.1%	Sole
BLACKROCK ADVISORS LLC	286,968	$5,297,429	19.3%	Sole
BlackRock Fund Advisors	532,327	$9,826,756	35.7%	Sole
BlackRock Institutional Trust Company, N.A.	365,922	$6,754,920	24.6%	Sole
Aperio Group, LLC	71,611	$1,321,939	4.8%	Sole

HBK INVESTMENTS L P

$13,614,250

1.86%

737,500

DIMENSIONAL FUND ADVISORS LP

$12,123,141

1.65%

656,725

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	4,439	$81,943	0.7%	Defined
DFA Australia Ltd.	10,134	$187,073	1.5%	Defined
Dimensional Ireland Ltd	44,660	$824,423	6.8%	Defined
Held directly	597,492	$11,029,702	91.0%	Sole

ADAGE CAPITAL PARTNERS GP, L.L.C.

$9,331,622

1.27%

505,505

VANGUARD CAPITAL MANAGEMENT LLC

$8,990,223

1.23%

487,011

AMERICAN CENTURY COMPANIES INC

$6,593,893

0.90%

357,199

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	357,199	$6,593,893	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$5,031,087

0.69%

272,540

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	41,347	$763,265	15.2%	Defined
Held directly	231,193	$4,267,822	84.8%	Defined

STATE STREET CORP

$4,610,034

0.63%

249,731

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	249,731	$4,610,034	100.0%	Defined

GOLDMAN SACHS GROUP INC

$4,344,136

0.59%

235,327

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	215,618	$3,980,308	91.6%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	19,709	$363,828	8.4%	Defined

D. E. Shaw & Co., Inc.

$2,291,439

0.31%

124,130

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	124,130	$2,291,439	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$2,287,230

0.31%

123,902

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	123,902	$2,287,230	100.0%	Other

Man Group plc

$2,158,435

0.29%

116,925

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Numeric Investors LLC	116,925	$2,158,435	100.0%	Defined

Qube Research & Technologies Ltd

$2,152,528

0.29%

116,605

MORGAN STANLEY

$1,892,700

0.26%

102,530

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	15	$276	0.0%	Defined
MORGAN STANLEY & CO. LLC	3,602	$66,492	3.5%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	85,567	$1,579,566	83.5%	Defined
MORGAN STANLEY SMITH BARNEY LLC	2,035	$37,566	2.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	11,311	$208,800	11.0%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,886,427

0.26%

102,190

NORTHERN TRUST CORP

$1,700,922

0.23%

92,141

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	90,169	$1,664,519	97.9%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	1,972	$36,403	2.1%	Other

TUDOR INVESTMENT CORP ET AL

$1,683,902

0.23%

91,219

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$1,652,151

0.23%

89,499

NFJ INVESTMENT GROUP, LLC

$1,340,398

0.18%

72,611

AQR CAPITAL MANAGEMENT LLC

$1,320,737

0.18%

71,546

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Arax Advisory Partners	585	$10,799	0.8%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	353	$6,516	0.5%	Other
Stokes Family Office, LLC	26	$479	0.0%	Other
Held directly	70,582	$1,302,943	98.7%	Defined

VANGUARD FIDUCIARY TRUST CO

$1,247,822

0.17%

67,596

Bank of New York Mellon Corp

$1,016,407

0.14%

55,060

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	37,222	$687,118	67.6%	Defined
The Bank of New York Mellon	17,838	$329,289	32.4%	Defined

Creative Planning

$1,012,586

0.14%

54,853

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	929	$17,149	1.7%	Defined
Held directly	53,924	$995,437	98.3%	Sole

CITADEL ADVISORS LLC

$997,337

0.14%

54,027

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	53,054	$979,376	98.2%	Defined
Held directly	973	$17,961	1.8%	Defined

HSBC HOLDINGS PLC

$988,976

0.13%

53,574

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	53,574	$988,976	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$948,844

0.13%

51,400

BNP PARIBAS ARBITRAGE, SA

$919,455

0.13%

49,808

JPMORGAN CHASE & CO

$808,031

0.11%

43,772

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	5,122	$94,552	11.7%	Defined
J.P. Morgan Securities LLC	38,650	$713,479	88.3%	Defined

Mariner, LLC

$775,744

0.11%

42,023

Quantinno Capital Management LP

$705,928

0.10%

38,241

XTX Topco Ltd

$652,284

0.09%

35,335

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	35,335	$652,284	100.0%	Defined

BANK OF AMERICA CORP /DE/

$613,259

0.08%

33,221

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	33,221	$613,259	100.0%	Defined

FIRST TRUST ADVISORS LP

$603,198

0.08%

32,676

Trexquant Investment LP

$576,579

0.08%

31,234

Russell Investments Group, Ltd.

$540,268

0.07%

29,267

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	29,267	$540,268	100.0%	Defined

ALPS ADVISORS INC

$531,648

0.07%

28,800

UBS Group AG

$493,010

0.07%

26,707

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	2,540	$46,888	9.5%	Defined
UBS AG	24,167	$446,122	90.5%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$436,135

0.06%

23,626

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$427,662

0.06%

23,167

Squarepoint Ops LLC

$390,872

0.05%

21,174

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	21,174	$390,872	100.0%	Defined

Empowered Funds, LLC

$390,779

0.05%

21,169

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	21,169	$390,779	100.0%	Other

PDT Partners, LLC

$363,994

0.05%

19,718

Campbell & CO Investment Adviser LLC

$361,779

0.05%

19,598

JANE STREET GROUP, LLC

$286,130

0.04%

15,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	15,500	$286,130	100.0%	Defined

Nuveen, LLC

$263,867

0.04%

14,294

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	3,333	$61,527	23.3%	Defined
TEACHERS ADVISORS, LLC joint	10,961	$202,340	76.7%	Defined

WELLS FARGO & COMPANY/MN

$259,768

0.04%

14,072

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	10,347	$191,005	73.5%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	3,725	$68,763	26.5%	Defined

RHUMBLINE ADVISERS

$258,938

0.04%

14,027

Brevan Howard Capital Management LP

$226,153

0.03%

12,251

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	12,251	$226,153	100.0%	Defined

DEUTSCHE BANK AG\

$222,572

0.03%

12,057

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	12,057	$222,572	100.0%	Defined

TUDOR INVESTMENT CORP ET AL

$204,906

0.03%

11,100

Sterling Capital Management LLC

$202,616

0.03%

10,976

ALLIANCEBERNSTEIN L.P.

$196,414

0.03%

10,640

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	10,640	$196,414	100.0%	Defined

MetLife Investment Management, LLC

$157,279

0.02%

8,520

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	8,520	$157,279	100.0%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$145,132

0.02%

7,862

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	7,862	$145,132	100.0%	Defined

FMR LLC

$131,120

0.02%

7,103

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	6,765	$124,881	95.2%	Defined
STRATEGIC ADVISERS LLC	338	$6,239	4.8%	Defined

CITIGROUP INC

$128,904

0.02%

6,983

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	891	$16,447	12.8%	Defined
Citigroup Financial Products Inc. joint	6,092	$112,457	87.2%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$105,018

0.01%

5,689

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	5,689	$105,018	100.0%	Defined

SIMPLEX TRADING, LLC

$100,662

0.01%

5,453

Police & Firemen's Retirement System of New Jersey

$83,956

0.01%

4,548

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	4,548	$83,956	100.0%	Defined

Vanguard Global Advisers, LLC

$74,523

0.01%

4,037

Beach Point Capital Management LP

$71,827

0.01%

3,891

NEW YORK STATE COMMON RETIREMENT FUND

$71,514

0.01%

3,874

BARCLAYS PLC

$56,063

0.01%

3,037

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	2,737	$50,525	90.1%	Defined
BARCLAYS CAPITAL INC.	300	$5,538	9.9%	Defined

WOLVERINE ASSET MANAGEMENT LLC

$53,534

0.01%

2,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	2,900	$53,534	100.0%	Defined

ROYAL BANK OF CANADA

$27,671

0.00%

1,499

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	362	$6,682	24.1%	Defined
RBC Capital Markets, LLC	1,137	$20,989	75.9%	Defined

Legal & General Group Plc

$24,090

0.00%

1,305

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,305	$24,090	100.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$23,793

0.00%

1,289

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	1,289	$23,793	100.0%	Defined

Ameritas Investment Partners, Inc.

$21,118

0.00%

1,144

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	1,144	$21,118	100.0%	Other

HARBOR CAPITAL ADVISORS, INC.

$19,272

0.00%

1,044

Tower Research Capital LLC (TRC)

$11,906

0.00%

645

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	645	$11,906	100.0%	Defined

Arax Advisory Partners

$11,131

0.00%

603

GAMMA Investing LLC

$9,396

0.00%

509

Integrated Wealth Concepts LLC

$8,879

0.00%

481

Parallel Advisors, LLC

$5,353

0.00%

290

SIGNATUREFD, LLC

$4,707

0.00%

255

FEDERATED HERMES, INC.

$4,338

0.00%

235

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP	235	$4,338	100.0%	Defined

Allworth Financial LP

$3,673

0.00%

199

Quarry LP

$3,415

0.00%

185

JONES FINANCIAL COMPANIES LLLP

$3,175

0.00%

172

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	172	$3,175	100.0%	Sole

Essential Partners LLC

$2,695

0.00%

146

Physician Wealth Advisors, Inc.

$2,325

0.00%

126

IFP Advisors, Inc

$1,975

0.00%

107

NISA INVESTMENT ADVISORS, LLC

$1,846

0.00%

100

Bare Financial Services, Inc

$1,624

0.00%

ROTHSCHILD INVESTMENT LLC

$1,273

0.00%

Rialto Wealth Management, LLC

$1,107

0.00%

EverSource Wealth Advisors, LLC

$920

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	7	$128	13.9%	Sole
Held directly	43	$792	86.1%	Sole

Farther Finance Advisors, LLC

$886

0.00%

Versant Capital Management, Inc

$756

0.00%

Avion Wealth

$553

0.00%

North Star Investment Management Corp.

$516

0.00%

HARBOUR INVESTMENTS, INC.

$387

0.00%

Larson Financial Group LLC

$369

0.00%

Trust Co

$313

0.00%

OSAIC HOLDINGS, INC.

$258

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	14	$258	100.0%	Defined

SJS Investment Consulting Inc.

$184

0.00%

True Wealth Design, LLC

$92

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	4	$73	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA SECURITIES INTERNATIONAL INC	112,500	$2,035,125	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	17,016	$307,819	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	224	$4,052	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	83	$1,501	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Institutional Asset Management Trust Co	36	$651	100.0%	Sole

Key facts CIK 1692376 CUSIP 92262D101 13F (30d) 91 filings 91 filers Visit website Investor relations