VEL Velocity Financial, Inc.

NYSE
$17.63

Velocity Financial, Inc. (VEL) Institutional Ownership

What the institutions did with VEL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
40
filed both this quarter and last
Managers holding
35
+1 on the quarter
Buyers
23
6 opened new
Sellers
14
5 sold out entirely
Buyer share
62.2%
of managers who traded it
Breadth
+24.3
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
Snow Phipps Group, LLC 13.4M 62.0%
Beach Point Capital Management LP 6.9M 31.9%
DIMENSIONAL FUND ADVISORS LP 755.1K 3.5%
GEODE CAPITAL MANAGEMENT, LLC 282.1K 1.3%
Creative Planning 127.4K 0.6%
Bank of New York Mellon Corp 53.8K 0.2%
SIMPLEX TRADING, LLC 29.8K 0.1%
Russell Investments Group, Ltd. 21.2K 0.1%
Y-Intercept (Hong Kong) Ltd 18.8K 0.1%
DEUTSCHE BANK AG\ 10.5K 0.0%
BARCLAYS PLC 4.9K 0.0%
CITIGROUP INC 2.1K 0.0%
PNC Financial Services Group, Inc. 1.1K 0.0%
HARBOR CAPITAL ADVISORS, INC. 1.0K 0.0%
GAMMA Investing LLC 532 0.0%
Versant Capital Management, Inc 476 0.0%
Allworth Financial LP 462 0.0%
SIGNATUREFD, LLC 407 0.0%
Sterling Capital Management LLC 244 0.0%
Parallel Advisors, LLC 218 0.0%
IFP Advisors, Inc 181 0.0%
Covestor Ltd 129 0.0%
US BANCORP \DE\ 103 0.0%
Bare Financial Services, Inc 95 0.0%
Essential Partners LLC 90 0.0%

Largest changes

Manager Action Previous Current Change
Beach Point Capital Management LP Increased 6.6M 6.9M +294.5K
DIMENSIONAL FUND ADVISORS LP Increased 656.7K 755.1K +98.3K
Creative Planning Increased 54.9K 127.4K +72.5K
ALPS ADVISORS INC Sold Out 28.8K 0 -28.8K
SIMPLEX TRADING, LLC Increased 5.5K 29.8K +24.3K
Y-Intercept (Hong Kong) Ltd New 0 18.8K +18.8K
Sterling Capital Management LLC Reduced 11.0K 244 -10.7K
GEODE CAPITAL MANAGEMENT, LLC Increased 272.5K 282.1K +9.5K
Russell Investments Group, Ltd. Reduced 29.3K 21.2K -8.1K
CITIGROUP INC Reduced 7.0K 2.1K -4.9K
BARCLAYS PLC Increased 3.0K 4.9K +1.8K
DEUTSCHE BANK AG\ Reduced 12.1K 10.5K -1.5K
Bank of New York Mellon Corp Reduced 55.1K 53.8K -1.2K
Versant Capital Management, Inc Increased 41 476 +435
Allworth Financial LP Increased 199 462 +263
PNC Financial Services Group, Inc. Reduced 1.3K 1.1K -214
SIGNATUREFD, LLC Increased 255 407 +152
Physician Wealth Advisors, Inc. Sold Out 126 0 -126
US BANCORP \DE\ New 0 103 +103
NISA INVESTMENT ADVISORS, LLC Sold Out 100 0 -100
IFP Advisors, Inc Increased 107 181 +74
Parallel Advisors, LLC Reduced 290 218 -72
SJS Investment Consulting Inc. Increased 10 77 +67
Essential Partners LLC Reduced 146 90 -56
Covestor Ltd Increased 80 129 +49
EverSource Wealth Advisors, LLC Increased 50 86 +36
Marquette Asset Management, LLC New 0 31 +31
Parkside Financial Bank & Trust New 0 30 +30
Avion Wealth Sold Out 30 0 -30
Farther Finance Advisors, LLC Increased 48 73 +25
GAMMA Investing LLC Increased 509 532 +23
Larson Financial Group LLC Sold Out 20 0 -20
HARBOR CAPITAL ADVISORS, INC. Reduced 1.0K 1.0K -17
Root Financial Partners, LLC New 0 13 +13
Bare Financial Services, Inc Increased 88 95 +7
Monetary Solutions, Ltd New 0 3 +3
Clearstead Advisors, LLC Increased 3 4 +1

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.