VEL Velocity Financial, Inc.

Financial Services

$17.42+1.46%ClosedMarket Cap: $683.8M

As of 2026-05-26

Institutional Ownership Summary

Investors Holding

112

13F Shares

37,904,168

Ownership %

99.6%

New Positions

Increased Positions

Closed Positions

Reduced Positions

ETF Exposure

ETF Symbol	ETF Name	Shares Held	Weight %
XHYF		45,000	0.26%
BFOR	Barron's 400SM ETF	28,447	0.26%
XB		35,000	0.11%
EES	WisdomTree U.S. SmallCap Fund	26,150	0.08%
IJE		29,167	0.05%
IWC	iShares Micro-Cap ETF	29,167	0.05%
SCYB	Schwab High Yield Bond ETF	827,000	0.04%
AVUV	Avantis U.S. Small Cap Value ETF	248,452	0.02%
BBHY	JPMorgan BetaBuilders USD High Yield Corporate Bond ETF	145,000	0.02%
NJM		280,890	0.01%
NAJ		100,806	0.01%
IWN	iShares Russell 2000 Value ETF	100,806	0.01%
IWM	iShares Russell 2000 ETF	280,890	0.01%
AVSC	Avantis U.S. Small Cap Equity ETF	17,798	0.01%
DFSV	Dimensional - US Small Cap Value ETF	38,255	0.01%
DFAS	Dimensional - US Small Cap ETF	63,792	0.01%
VTWO		56,619	0.01%
DFAT	Dimensional - US Targeted Value ETF	43,701	0.01%
SCHA	Schwab U.S. Small-Cap ETF	46,347	0.00%
VIEIX		106,952	0.00%