SEC 13F Intelligence

Managers / Q2 2021 · view latest →

Vident Investment Advisory, LLC

CIK 0001634047 · 1125 SANCTUARY PARKWAY, SUITE 515, ALPHARETTA, GA, 30009 · 404-487-1961

Reported Value
$3.3B
Q2 2021
Positions
1,086
Filings on Record
23
2019–present window
Filed
Aug 13, 2021
original filing

Summary

Vident Investment Advisory, LLC reported $3.3B in U.S.-listed holdings across 1,086 positions for Q2 2021.

Its largest position, ENB, represents 1.2% of the portfolio.

Compared with Q1 2021, the fund opened 148 new positions and exited 49.

Portfolio Metrics

Turnover
+6.3%
vs prior filed quarter
Top-10 Concentration
+10.7%
share of reported value
Largest Position
+1.2%
Enbridge
New / Exited
148 / 49
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.8BQ4 ’18Q1 ’19: $1.9BQ2 ’19: $1.2BQ3 ’19: $1.1BQ3 ’19Q4 ’19: $1.6BQ1 ’20: $1.6BQ2 ’20: $1.9BQ2 ’20Q3 ’20: $2.0BQ4 ’20: $2.5BQ1 ’21: $3.0BQ1 ’21Q2 ’21: $3.3BQ3 ’21: $3.3BQ4 ’21: $3.8BQ4 ’21Q1 ’22: $3.8BQ2 ’22: $3.3BQ3 ’22: $3.1BQ3 ’22Q4 ’22: $2.7BQ1 ’23: $3.1BQ2 ’23: $2.9BQ2 ’23Q3 ’23: $0filingsflow.com

Portfolio Composition

By security type
Common Stock: 82.4%Other: 7.8%REIT: 4.7%MLP: 2.9%ADR: 2.0%Other: 0.1%
  • Common Stock · 82.4% · $2.7B
  • Other · 7.8% · $256M
  • REIT · 4.7% · $155M
  • MLP · 2.9% · $97M
  • ADR · 2.0% · $67M
  • Other · 0.1% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MRVLMARVELL TECHNOLOGY INCNEW+80.5K80.5K+$5M$5M
XPOXPO LOGISTICS INCNEW+20.7K20.7K+$3M$3M
SEAGATE TECHNOLOGY HLDNGS PLNEW+29.3K29.3K+$3M$3M
DOVDOVER CORPNEW+14.9K14.9K+$2M$2M
INSTIL BIO INCNEW+93.2K93.2K+$2M$2M
AMC ENTMT HLDGS INCNEW+29.3K29.3K+$2M$2M
STTKSHATTUCK LABS INCNEW+54.0K54.0K+$2M$2M
IBRXIMMUNITYBIO INCNEW+104.7K104.7K+$1M$1M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2021

499 positions
#IssuerClass% PortfolioValueShares
1ENBENBRIDGE INChistory →COM1.18%$39M968.1K
2KMIKINDER MORGAN INC DELhistory →COM1.17%$38M2.11M
3WMBWILLIAMS COS INChistory →COM1.13%$37M1.41M
4NVDANVIDIA CORPORATIONhistory →COM1.09%$36M45.0K
5ISRGINTUITIVE SURGICAL INChistory →COM NEW1.09%$36M39.1K
6TRPTC ENERGY CORPhistory →COM1.08%$36M721.1K
7NOWSERVICENOW INChistory →COM1.08%$36M64.7K
8ILMNILLUMINA INChistory →COM0.98%$32M68.5K
9EPDENTERPRISE PRODS PARTNERS Lhistory →COM0.94%$31M1.28M
10VCRAUSDVOCERA COMMUNICATIONS INChistory →COM0.92%$30M762.9K
11CGNXCOGNEX CORPhistory →COM0.92%$30M360.4K
12TERTERADYNE INChistory →COM0.91%$30M222.9K
13ROKROCKWELL AUTOMATION INChistory →COM0.89%$29M102.7K
14ZBRAZEBRA TECHNOLOGIES CORPORATIhistory →CL A0.89%$29M55.1K
15STRATASYS LTDSHS0.88%$29M1.12M
16DDD3-D SYS CORP DELhistory →COM NEW0.88%$29M725.4K
17I8RIROBOT CORPhistory →COM0.88%$29M310.4K
18IPGPIPG PHOTONICS CORPhistory →COM0.88%$29M136.8K
19AZTABROOKS AUTOMATION INC NEWhistory →COM0.87%$29M299.3K
20OKEONEOK INC NEWhistory →COM0.86%$28M508.7K
21QCOMQUALCOMM INChistory →COM0.85%$28M196.9K
22IRTCIRHYTHM TECHNOLOGIES INChistory →COM0.83%$27M412.6K
23OMCLOMNICELL COMhistory →COM0.80%$26M174.5K
24JPXAEROVIRONMENT INChistory →COM0.77%$25M252.8K
25FAROFARO TECHNOLOGIES INChistory →COM0.76%$25M323.3K
26PTCPTC INChistory →COM0.74%$24M172.8K
27CDNSCADENCE DESIGN SYSTEM INChistory →COM0.74%$24M177.2K
28NDSNNORDSON CORPhistory →COM0.73%$24M109.3K
291GSNNOVANTA INChistory →COM0.72%$24M174.8K
30NATIONAL INSTRS CORPCOM0.71%$23M554.6K
31MANHMANHATTAN ASSOCIATES INChistory →COM0.71%$23M160.4K
32AMBARELLA INCSHS0.70%$23M216.6K
33AAPLAPPLE INChistory →COM0.68%$22M162.4K
34MTLSMATERIALISE NVhistory →SPONSORED ADS0.66%$22M901.5K
35DEDEERE & COhistory →COM0.66%$22M61.2K
36TRMBTRIMBLE INChistory →COM0.64%$21M259.4K
37RAVNRAVEN INDS INChistory →COM0.63%$21M359.8K
38LUMINAR TECHNOLOGIES INCCOM CL A0.63%$21M940.4K
39HOLLYSYS AUTOMATION TCHNGY LSHS0.62%$20M1.37M
40ADSKAUTODESK INChistory →COM0.62%$20M69.8K
41PPLPEMBINA PIPELINE CORPhistory →COM0.61%$20M634.6K
42LNGCHENIERE ENERGY INChistory →COM NEW0.61%$20M232.6K
43TRGPTARGA RES CORPhistory →COM0.61%$20M451.2K
44ETENERGY TRANSFER L Phistory →COM UT LTD PTN0.61%$20M1.88M
45NINISOURCE INChistory →COM0.60%$20M801.0K
46ATOATMOS ENERGY CORPhistory →COM0.59%$20M203.6K
47APTIV PLCSHS0.59%$19M123.7K
48JBTJOHN BEAN TECHNOLOGIES CORPhistory →COM0.55%$18M126.6K
49MCHPMICROCHIP TECHNOLOGY INC.history →COM0.55%$18M120.2K
50GOOGLALPHABET INCCAP STK CL A · CAP STK CL C0.53%$17M7.1K
51GMEDGLOBUS MED INChistory →CL A0.52%$17M222.8K
52TDYTELEDYNE TECHNOLOGIES INChistory →COM0.49%$16M38.7K
53CSCOCISCO SYS INChistory →COM0.44%$14M271.4K
54METAFACEBOOK INChistory →CL A0.43%$14M40.7K
55UNHUNITEDHEALTH GROUP INChistory →COM0.37%$12M30.7K
56INTCINTEL CORPhistory →COM0.36%$12M210.4K
57MSFTMICROSOFT CORPhistory →COM0.35%$12M43.1K
58CMCSACOMCAST CORP NEWhistory →CL A0.35%$12M203.8K
59ABBVABBVIE INChistory →COM0.35%$11M101.9K
60ORCLORACLE CORPhistory →COM0.33%$11M138.0K
61JNJJOHNSON & JOHNSONhistory →COM0.32%$11M64.8K
62KRKROGER COhistory →COM0.32%$11M275.7K
63BIIBBIOGEN INChistory →COM0.32%$10M30.1K
64NFGNATIONAL FUEL GAS COCOM0.29%$10M184.9K
65HDHOME DEPOT INCCOM0.29%$10M30.3K
66WEPMAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP0.29%$10M194.4K
67PGPROCTER AND GAMBLE COCOM0.28%$9M67.8K
68CICIGNA CORP NEWCOM0.28%$9M38.3K
69MPLXMPLX LPCOM UNIT REP LTD0.27%$9M304.6K
70AMZNAMAZON COM INCCOM0.26%$9M2.5K
71AMGNAMGEN INCCOM0.25%$8M34.2K
72AMDADVANCED MICRO DEVICES INCCOM0.25%$8M87.0K
73OGSONE GAS INCCOM0.24%$8M107.9K
74SWXSOUTHWEST GAS HLDGS INCCOM0.24%$8M117.5K
75NJRNEW JERSEY RES CORPCOM0.23%$8M195.2K
76SRSPIRE INCCOM0.23%$8M104.7K
77HCAHCA HEALTHCARE INCCOM0.22%$7M35.3K
78REGNREGENERON PHARMACEUTICALSCOM0.22%$7M12.9K
79EQIXEQUINIX INCCOM0.21%$7M8.8K
80ETRNUSDEQUITRANS MIDSTREAM CORPCOM0.21%$7M823.1K
81MUMICRON TECHNOLOGY INCCOM0.21%$7M81.5K
82TAT&T INCCOM0.21%$7M237.7K
834I1PHILIP MORRIS INTL INCCOM0.20%$7M67.7K
84TSNTYSON FOODS INCCL A0.20%$7M90.6K
85PLDPROLOGIS INC.COM0.20%$7M55.7K
86LOWLOWES COS INCCOM0.20%$7M34.2K
87SJMSMUCKER J M COCOM NEW0.20%$7M50.7K
88BACVERIZON COMMUNICATIONS INCCOM0.20%$7M116.9K
89AVGOBROADCOM INCCOM0.20%$6M13.6K
90TMOTHERMO FISHER SCIENTIFIC INCCOM0.20%$6M12.8K
91AVALONBAY CMNTYS INCCOM0.19%$6M30.7K
92MMM3M COCOM0.19%$6M31.3K
93DUTMOODYS CORPCOM0.19%$6M16.9K
94LABORATORY CORP AMER HLDGSCOM NEW0.19%$6M22.2K
95TXNTEXAS INSTRS INCCOM0.19%$6M31.8K
96NTAPNETAPP INCCOM0.19%$6M74.5K
97AMANTERO MIDSTREAM CORPCOM0.18%$6M578.9K
98CBRECBRE GROUP INCCL A0.18%$6M70.0K
99VERVEREIT INCCOM0.18%$6M130.4K
100MCKMCKESSON CORPCOM0.18%$6M31.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2023$01Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.9B2,724Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$3.1B3,310May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$2.7B3,206Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$3.1B1,180Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$3.3B1,263Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$3.8B1,257May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$3.8B1,202Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$3.3B1,148Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$3.3B1,086Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$3.0B987May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.5B893Feb 8, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.0B866Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.9B1,392Jul 28, 2020RESTATEMENTchanges · EDGAR ↗
Q1 2020$1.6B1,542May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.6B976Feb 11, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.1B702Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.2B685Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.9B1,039May 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.8B1,125Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • O'Shares Investment Advisers, LLC028-19309

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.