VELOCITY FINL INC

Ticker: VEL CUSIP: 92262D101 Class: Common Stock

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Snow Phipps Group, LLC13,353,103$277,210
Allianz Asset Management GmbH12,637,764$262,360
Beach Point Capital Management LP5,995,466$124,466
BlackRock, Inc.1,672,114$34,713
VANGUARD GROUP INC554,568$11,513
DIMENSIONAL FUND ADVISORS LP502,022$10,417
ADAGE CAPITAL PARTNERS GP, L.L.C.450,046$9,343
GEODE CAPITAL MANAGEMENT, LLC242,606$5,038
AMERICAN CENTURY COMPANIES INC232,790$4,833
STATE STREET CORP207,886$4,316
GOLDMAN SACHS GROUP INC173,061$3,593
Qube Research & Technologies Ltd131,811$2,736
SUSQUEHANNA INTERNATIONAL GROUP, LLP113,805$2,363
MORGAN STANLEY105,527$2,191
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP98,250$2,040
CHARLES SCHWAB INVESTMENT MANAGEMENT INC87,551$1,818
NORTHERN TRUST CORP77,295$1,605
AQR CAPITAL MANAGEMENT LLC75,064$1,558
NFJ INVESTMENT GROUP, LLC72,611$1,507
HSBC HOLDINGS PLC70,168$1,363
MILLENNIUM MANAGEMENT LLC68,710$1,426
Creative Planning56,956$1,182
Nuveen, LLC56,177$1,166
GSA CAPITAL PARTNERS LLP50,909$1
Bank of New York Mellon Corp48,755$1,012
Mariner, LLC44,949$932
CITADEL ADVISORS LLC44,726$929
Quantinno Capital Management LP33,665$699
UBS Group AG32,936$684
PEAK6 LLC32,863$682
JPMORGAN CHASE & CO31,435$653
FIRST TRUST ADVISORS LP31,302$650
BRIDGEWAY CAPITAL MANAGEMENT, LLC31,167$647
BANK OF AMERICA CORP /DE/30,975$643
Trexquant Investment LP30,122$625
TUDOR INVESTMENT CORP ET AL29,606$615
Empowered Funds, LLC29,169$606
ALPS ADVISORS INC24,567$510
TWO SIGMA INVESTMENTS, LP24,544$510
BARCLAYS PLC24,362$506
Voya Investment Management LLC22,756$472
PDT Partners, LLC19,718$409
Sterling Capital Management LLC17,566$365
WELLS FARGO & COMPANY/MN17,546$364
HRT FINANCIAL LP16,467$0
D. E. Shaw & Co., Inc.14,907$309
PharVision Advisers, LLC14,477$301
MARSHALL WACE, LLP14,266$296
CANADA PENSION PLAN INVESTMENT BOARD13,600$282
Yorktown Management & Research Co Inc13,000$270
RHUMBLINE ADVISERS12,935$269
Connor, Clark & Lunn Investment Management Ltd.11,273$234
Campbell & CO Investment Adviser LLC10,865$226
Squarepoint Ops LLC10,606$220
Russell Investments Group, Ltd.10,170$211
IEQ CAPITAL, LLC10,070$209
DEUTSCHE BANK AG\9,343$194
MetLife Investment Management, LLC7,564$157
Caption Management, LLC5,643$117
FMR LLC5,313$110
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,308$110
BNP PARIBAS ARBITRAGE, SA5,240$109
CWM, LLC4,897$0
NEW YORK STATE COMMON RETIREMENT FUND3,874$80
Police & Firemen's Retirement System of New Jersey2,021$42
SIMPLEX TRADING, LLC1,644$34
CITIGROUP INC1,352$28
ACADIAN ASSET MANAGEMENT LLC1,325$0
Ameritas Investment Partners, Inc.1,144$24
Legal & General Group Plc1,023$21
Quarry LP970$20
UBS ASSET MANAGEMENT AMERICAS INC886$18
HARBOR CAPITAL ADVISORS, INC.748$0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM706$15
Versant Capital Management, Inc603$13
Tower Research Capital LLC (TRC)492$10
ROYAL BANK OF CANADA421$9
AMALGAMATED BANK360$0
Allworth Financial LP239$5
Optiver Holding B.V.188$4
GAMMA Investing LLC184$4
EverSource Wealth Advisors, LLC163$3
SIGNATUREFD, LLC124$3
Covestor Ltd124$0
IFP Advisors, Inc117$2
NISA INVESTMENT ADVISORS, LLC100$2
Cornerstone Planning Group LLC78$2
ROTHSCHILD INVESTMENT LLC61$1
FEDERATED HERMES, INC.59$1
Rialto Wealth Management, LLC30$1
Marquette Asset Management, LLC27$1
OPTIMA CAPITAL LLC27$1
Parallel Advisors, LLC25$1
PNC Financial Services Group, Inc.22$0
True Wealth Design, LLC19$0
Trust Co17$0
Farther Finance Advisors, LLC15$0
OSAIC HOLDINGS, INC.10$0
MAI Capital Management9$0
US BANCORP \DE\6$0
6 other institutions22$0
Total (106 institutions)37,904,168$785,240