Institutional Ownership Velocity Financial, Inc. (VEL)
This table provides information about the institutional ownership of Velocity Financial, Inc. (VEL). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 36.5 Million shares, which have been reported (via 13F filing form) to have a value of $667 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
761
shares
|
$13,895
0.0% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
751
shares
|
$13,713
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
656
shares
|
$11,978
0.0% of portfolio
|
Q3 2025
Added 158.27%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
653
shares
|
$11,923
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
623
shares
|
$11,375
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
603
shares
|
$11,010
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
295
shares
|
$5,386
0.0% of portfolio
|
Q1 2024
Reduced 61.13%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
220
shares
|
$4,017
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
188
shares
|
$3,432
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
187
shares
|
$3,414
0.0% of portfolio
|
Q3 2025
Added 567.86%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
150
shares
|
$2,739
0.0% of portfolio
|
Q3 2025
Added 51.52%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
138
shares
|
$2,519
0.0% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
123
shares
|
$2,245
0.0% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$1,826
0.0% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
94
shares
|
$1,716
0.0% of portfolio
|
Q3 2025
Added 104.35%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
81
shares
|
$1,479
0.0% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
51
shares
|
$931
0.0% of portfolio
|
Q3 2025
Added 121.74%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
51
shares
|
$931
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
36
shares
|
$657
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
35
shares
|
$639
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
34
shares
|
$620
0.0% of portfolio
|
Q3 2025
Reduced 19.05%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
30
shares
|
$547
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
25
shares
|
$456
0.0% of portfolio
|
Q3 2025
Reduced 95.52%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
17
shares
|
$310
0.0% of portfolio
|
Q3 2025
Reduced 48.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
9
shares
|
$164
0.0% of portfolio
|
Q3 2025
Added 800.0%
|
|