Funds holding the stock
Sorted by market value, the list below shows funds with Velocity Financial, Inc. stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol | Market value | Weight | Issuer | Management style | Focus | Expense ratio | AUM | Price | Change % | Rel Volume | NAV total return 3Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4.46 M USD | 0.02% | American Century Cos., Inc. | Active | Small cap | 0.25% | 23.24 B USD | 114.90 USD | +1.33% | 0.91 | +45.26% | |
| 1.97 M USD | 0.02% | BlackRock, Inc. | Passive | Small cap | 0.24% | 12.79 B USD | 199.97 USD | +1.42% | 1.24 | +37.91% | |
| 742.11 K USD | 0.01% | Dimensional Holdings, Inc. | Active | Extended market | 0.28% | 13.3 B USD | 66.28 USD | +0.84% | 0.89 | +40.92% | |
| 680.11 K USD | 0.01% | Dimensional Holdings, Inc. | Active | Small cap | 0.30% | 6.89 B USD | 36.93 USD | +0.90% | 0.70 | +21.95% | |
| 623.11 K USD | 0.05% | BlackRock, Inc. | Passive | Micro cap | 0.60% | 1.32 B USD | 166.03 USD | +0.88% | 0.83 | +45.07% | |
| 609 K USD | 0.26% | AJM Ventures LLC | Passive | Micro cap | 0.60% | 230.7 M USD | 86.14 USD | +0.77% | 0.28 | +50.83% | |
| 576.09 K USD | 0.03% | Empirical Finance LLC | Active | Small cap | 0.45% | 2.06 B USD | 26.29 USD | +1.19% | 0.52 | +38.38% | |
| 523.84 K USD | 0.08% | WisdomTree, Inc. | Passive | Small cap | 0.38% | 658.96 M USD | 60.40 USD | +1.53% | 0.35 | +30.96% | |
| 508.7 K USD | 0.25% | SS&C Technologies Holdings, Inc. | Passive | Total market | 0.65% | 204.68 M USD | 87.38 USD | +1.32% | 1.01 | +51.90% | |
| 161.51 K USD | 0.02% | The Vanguard Group, Inc. | Passive | Small cap | 0.06% | 1.04 B USD | 176.21 USD | +1.38% | 1.82 | +38.76% | |
| 59.36 K USD | 0.01% | BlackRock, Inc. | Passive | Small cap | 0.06% | 894.26 M USD | 58.41 USD | +0.99% | 0.52 | +45.67% | |
| 37.82 K USD | 0.63% | Simplify Asset Management, Inc. | Active | Small cap | 0.91% | 5.96 M USD | 30.26 USD | +1.36% | 0.72 | — | |
| 20.24 K USD | 0.03% | Innovator Capital Management LLC | Active | Downside hedge | 0.89% | 60.19 M USD | 29.59 USD | +0.61% | 2.16 | +16.36% | |
| 14.07 K USD | 0.14% | ORIX Corp. | Passive | Small cap | 0.29% | 9.99 M USD | 36.78 USD | +1.33% | 28.86 | +17.05% | |
| 4.94 K USD | 0.05% | FMR LLC | Active | Total market | 0.18% | 10.15 M USD | 29.12 USD | +0.24% | 1.85 | +18.37% |