Filing Research | VEL - Velocity Financial Inc Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Snow Phipps Group, LLC	Shares	13.4MSH	$246.5M
2	Beach Point Capital Management LP	Shares	6.6MSH	$121.5M
3	Beach Point Capital Management LP	CALL	3.9KSH	$829.1K
4	Police & Firemen's Retirement System of New Jersey	Shares	4.5KSH	$84.0K
5	GAMMA Investing LLC	Shares	509SH	$9.4K
6	SIGNATUREFD, LLC	Shares	255SH	$4.7K
7	Physician Wealth Advisors, Inc.	Shares	126SH	$2.3K
8	IFP Advisors, Inc	Shares	107SH	$2.0K
9	EverSource Wealth Advisors, LLC	Shares	50SH	$923
10	Farther Finance Advisors, LLC	Shares	48SH	$886
11	Versant Capital Management, Inc	Shares	41SH	$757
12	Trust Co	Shares	17SH	$314
13	SJS Investment Consulting Inc.	Shares	10SH	$185
14	True Wealth Design, LLC	Shares	5SH	$93

Manager changes2026-06-30 vs 2026-03-31

15 / 15 loaded

#		Instrument
1	Snow Phipps Group, LLC unchanged	Shares	0	+$4.9M	$246.5M
2	Beach Point Capital Management LP added	Shares	+23.9K	+$2.9M	$121.5M
3	Beach Point Capital Management LP added	CALL	+717	+$447.5K	$829.1K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+2.5K	+$47.4K	$84.0K
5	GAMMA Investing LLC added	Shares	+282	+$5.3K	$9.4K
6	SIGNATUREFD, LLC added	Shares	+163	+$3.0K	$4.7K
7	Physician Wealth Advisors, Inc. new	Shares	+126	+$2.3K	$2.3K
8	Farther Finance Advisors, LLC added	Shares	+31	+$580	$886
9	SJS Investment Consulting Inc. added	Shares	+5	+$94	$185
10	IFP Advisors, Inc added	Shares	+1	+$57	$2.0K
11	Trust Co unchanged	Shares	0	+$6	$314
12	True Wealth Design, LLC trimmed	Shares	-13	-$233	$93
13	EverSource Wealth Advisors, LLC trimmed	Shares	-54	-$958	$923
14	Versant Capital Management, Inc trimmed	Shares	-1.2K	-$22.2K	$757
15	Yorktown Management & Research Co Inc exited	Shares	-13.0K	-$235.2K	$0

Filing Research | VEL - Velocity Financial Inc Institutional Holdings