Funds holding Velocity Financial Inc
142 funds declare a position · 32 ETFs and 110 other funds · 51M $ · US92262D1019
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,006 | 19.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 102 | Column Small Cap Fund Trust for Professional Managers | 968 | 18K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 103 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 941 | 17K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 104 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 928 | 16.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 105 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 893 | 16.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 106 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 793 | 14.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 107 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 762 | 14.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 108 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 744 | 13.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 109 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 735 | 13.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 110 | ProShares Ultra Russell2000 ProShares Trust | 709 | 13.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 111 | ProShares UltraPro Russell2000 ProShares Trust | 706 | 13.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 112 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 705 | 12.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 113 | Longview Advantage ETF RBB Fund Trust | 636 | 11.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 114 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 581 | 10.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 115 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 574 | 11.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 116 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 540 | 9.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 117 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 535 | 9.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 118 | Avantis U.S. Equity ETF American Century ETF Trust | 504 | 9.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 119 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 502 | 9.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 120 | ProShares Russell 2000 High Income ETF ProShares Trust | 496 | 9.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 121 | iShares Morningstar Small-Cap ETF iShares Trust | 491 | 9.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 122 | SmallCap Value Fund II Principal Funds, Inc | 417 | 8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 123 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 373 | 6.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 124 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 342 | 6.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 125 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 328 | 5.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 126 | Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 251 | 4.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 127 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 211 | 3.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 128 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 208 | 3.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 129 | Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 201 | 3.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 130 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 196 | 3.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 131 | ULTRA SMALL CAP PROFUND ProFunds | 131 | 2.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 132 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 61 | 1.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 133 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 48 | 868.3 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 134 | PROFUND VP ULTRA SMALL CAP ProFunds | 39 | 705.5 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 135 | PROFUND VP SMALL CAP ProFunds | 29 | 524.6 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 136 | Russell 2000 Fund Rydex Series Funds | 22 | 398 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 137 | SMALL-CAP PROFUND ProFunds | 21 | 405.1 $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 138 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 20 | 385.8 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 139 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 13 | 235.2 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 140 | ProShares Hedge Replication ETF ProShares Trust | 12 | 223.1 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 141 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 74.4 $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 142 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 54.3 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
96 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 241.6M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 12,637,764 | 228.6M $ | as of Mar 31, 2026 |
| Beach Point Capital Management LP | 6,558,512 | 118.6M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,641,916 | 29.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 582,550 | 10.5M $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 482,715 | 8.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 285,369 | 5.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 275,123 | 5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 249,500 | 4.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 218,145 | 3.9M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 105,861 | 1.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 88,450 | 1.6M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 87,734 | 1.6M $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 86,750 | 1.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 85,400 | 1.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 80,658 | 1.5M $ | as of Mar 31, 2026 |
| Man Group plc | 76,382 | 1.4M $ | as of Mar 31, 2026 |
| NFJ INVESTMENT GROUP, LLC | 72,611 | 1.3M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 59,232 | 1.1M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 58,906 | 1.1M $ | as of Mar 31, 2026 |
| TUDOR INVESTMENT CORP ET AL | 58,902 | 1.1M $ | as of Mar 31, 2026 |
| Creative Planning | 53,898 | 975K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 50,869 | 920.2K $ | as of Mar 31, 2026 |
| Mariner, LLC | 42,514 | 769.1K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 39,071 | 706.8K $ | as of Mar 31, 2026 |