Institutional Ownership Veritex Holdings, Inc. (VBTX)
This table provides information about the institutional ownership of Veritex Holdings, Inc. (VBTX). We have compiled data on the 254 institutions that hold shares in the stock, with a total of 55 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
218
shares
|
$6,596
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
208
shares
|
$6,294
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
189
shares
|
$5,719
0.0% of portfolio
|
Q2 2023
Added 6.18%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
157
shares
|
$4,750
0.0% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
150
shares
|
$4,539
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
145
shares
|
$4,387
0.0% of portfolio
|
Q3 2025
Reduced 21.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
111
shares
|
$3,358
0.0% of portfolio
|
Q3 2025
Reduced 45.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
104
shares
|
$3,147
0.0% of portfolio
|
Q2 2025
Added 26.83%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
97
shares
|
$2,935
0.0% of portfolio
|
Q3 2025
Reduced 54.88%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
97
shares
|
$2,935
0.0% of portfolio
|
Q2 2023
Added 177.14%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
80
shares
|
$2,420
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
68
shares
|
$2,057
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
62
shares
|
$1,876
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
53
shares
|
$1,603
0.0% of portfolio
|
Q1 2025
Reduced 63.7%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
48
shares
|
$1,452
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
44
shares
|
$1,331
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
40
shares
|
$1,210
0.0% of portfolio
|
Q2 2025
Reduced 74.36%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
38
shares
|
$1,149
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
37
shares
|
$1,119
0.0% of portfolio
|
Q2 2025
Reduced 42.19%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
36
shares
|
$1,089
0.0% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
17
shares
|
$514
0.0% of portfolio
|
Q3 2025
Added 142.86%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
17
shares
|
$514
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
9
shares
|
$272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
4
shares
|
$121
0.0% of portfolio
|
Q3 2025
Reduced 71.43%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2
shares
|
$60
0.0% of portfolio
|
Q4 2024
New holding
|
|