SEC 13F Intelligence

Managers / Q3 2021 · view latest →

Vident Investment Advisory, LLC

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

Reported Value
$3.3B
Q3 2021
Positions
1,148
Filings on Record
23
2019–present window
Filed
Nov 12, 2021
original filing

Summary

Vident Investment Advisory, LLC reported $3.3B in U.S.-listed holdings across 1,148 positions for Q3 2021.

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

Compared with Q2 2021, the fund opened 201 new positions and exited 139.

Portfolio Metrics

Turnover
+16.4%
vs prior filed quarter
Top-10 Concentration
+9.8%
share of reported value
Largest Position
+1.2%
Brooks Automation
New / Exited
201 / 139
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: 86.2%REIT: 5.1%Other: 4.3%MLP: 2.3%ADR: 1.8%Other: 0.3%
  • Common Stock · 86.2% · $2.9B
  • REIT · 5.1% · $169M
  • Other · 4.3% · $142M
  • MLP · 2.3% · $75M
  • ADR · 1.8% · $61M
  • Other · 0.3% · $9M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GXOGXO LOGISTICS INCORPORATEDNEW+207.2K207.2K+$16M$16M
APPHARVEST INCNEW+1.60M1.60M+$10M$10M
SMGSCOTTS MIRACLE-GRO CONEW+36.5K36.5K+$5M$5M
AMYRIS INCNEW+348.9K348.9K+$5M$5M
BBWIBATH & BODY WORKS INCNEW+73.5K73.5K+$5M$5M
ARENA PHARMACEUTICALS INCNEW+71.5K71.5K+$4M$4M
ICLRICON PLCNEW+15.9K15.9K+$4M$4M
LPLALPL FINL HLDGS INCNEW+21.9K21.9K+$3M$3M

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

Holdings — Q3 2021

499 positions
#IssuerClass% PortfolioValueShares
1AZTABROOKS AUTOMATION INC NEWhistory →COM1.15%$38M372.6K
2IRTCIRHYTHM TECHNOLOGIES INChistory →COM1.02%$34M577.6K
3KMIKINDER MORGAN INC DELhistory →COM1.02%$34M2.01M
4ISRGINTUITIVE SURGICAL INChistory →COM NEW1.01%$33M33.5K
5WMBWILLIAMS COS INChistory →COM0.96%$32M1.22M
6NVDANVIDIA CORPORATIONhistory →COM0.95%$32M152.1K
7IROBOT CORPCOM0.93%$31M390.7K
8ENBENBRIDGE INChistory →COM0.92%$31M766.6K
9NOWSERVICENOW INChistory →COM0.92%$30M48.9K
10TRPTC ENERGY CORPhistory →COM0.91%$30M626.6K
11ROKROCKWELL AUTOMATION INChistory →COM0.86%$29M97.1K
12IPGPIPG PHOTONICS CORPhistory →COM0.85%$28M176.6K
13CGNXCOGNEX CORPhistory →COM0.84%$28M348.4K
14HOLLYSYS AUTOMATION TCHNGY LSHS0.83%$27M1.32M
15ILMNILLUMINA INChistory →COM0.81%$27M66.4K
16ZBRAZEBRA TECHNOLOGIES CORPORATIhistory →CL A0.81%$27M52.0K
17NOVTNOVANTA INChistory →COM0.80%$26M171.4K
18AMBAAMBARELLA INChistory →SHS0.79%$26M167.0K
19NDSNNORDSON CORPhistory →COM0.79%$26M109.1K
20VOCERA COMMUNICATIONS INCCOM0.78%$26M560.9K
21STRATASYS LTDSHS0.77%$26M1.19M
22TERTERADYNE INChistory →COM0.77%$25M232.9K
23OKEONEOK INC NEWhistory →COM0.76%$25M436.2K
24QCOMQUALCOMM INChistory →COM0.76%$25M196.0K
25FAROFARO TECHNOLOGIES INChistory →COM0.75%$25M379.1K
26OMCLOMNICELL COMhistory →COM0.74%$25M165.3K
27MCHPMICROCHIP TECHNOLOGY INC.history →COM0.72%$24M156.0K
28EPDENTERPRISE PRODS PARTNERS Lhistory →COM0.71%$23M1.08M
29NATIONAL INSTRS CORPCOM0.69%$23M581.6K
30MTLSMATERIALISE NVhistory →SPONSORED ADS0.69%$23M1.13M
31PTCPTC INChistory →COM0.67%$22M184.1K
32MANHMANHATTAN ASSOCIATES INChistory →COM0.66%$22M143.7K
33ADSKAUTODESK INChistory →COM0.66%$22M76.8K
34CDNSCADENCE DESIGN SYSTEM INChistory →COM0.66%$22M144.5K
35LUMINAR TECHNOLOGIES INCCOM CL A0.66%$22M1.40M
36DEDEERE & COhistory →COM0.63%$21M62.1K
37APTIV PLCSHS0.62%$21M137.7K
38DDD3-D SYS CORP DELhistory →COM NEW0.61%$20M732.0K
39TRMBTRIMBLE INChistory →COM0.59%$20M238.7K
40JBTMJOHN BEAN TECHNOLOGIES CORPhistory →COM0.56%$19M132.8K
41LNGCHENIERE ENERGY INChistory →COM NEW0.56%$18M188.7K
42TRGPTARGA RES CORPhistory →COM0.55%$18M367.4K
43UNHUNITEDHEALTH GROUP INChistory →COM0.53%$17M44.7K
44CSCOCISCO SYS INChistory →COM0.52%$17M314.3K
45TDYTELEDYNE TECHNOLOGIES INChistory →COM0.51%$17M39.2K
46PBAPEMBINA PIPELINE CORPhistory →COM0.51%$17M528.7K
47ETENERGY TRANSFER L Phistory →COM UT LTD PTN0.50%$17M1.73M
48AAPLAPPLE INChistory →COM0.50%$16M115.9K
49GXOGXO LOGISTICS INCORPORATEDhistory →COMMON STOCK0.49%$16M207.2K
50GMEDGLOBUS MED INChistory →CL A0.48%$16M206.7K
51NINISOURCE INChistory →COM0.48%$16M652.5K
52ORCLORACLE CORPhistory →COM0.47%$16M180.0K
53ATOATMOS ENERGY CORPhistory →COM0.45%$15M167.9K
54INTCINTEL CORPhistory →COM0.43%$14M265.2K
55METAFACEBOOK INChistory →CL A0.41%$13M39.6K
56MSFTMICROSOFT CORPhistory →COM0.40%$13M47.3K
57CMCSACOMCAST CORP NEWhistory →CL A0.40%$13M236.7K
58HDHOME DEPOT INChistory →COM0.40%$13M40.3K
59JNJJOHNSON & JOHNSONhistory →COM0.39%$13M80.1K
60PGPROCTER AND GAMBLE COhistory →COM0.39%$13M91.5K
61ABBVABBVIE INChistory →COM0.38%$13M117.7K
62ELVANTHEM INChistory →COM0.34%$11M30.1K
63GOOGLALPHABET INCCAP STK CL A · CAP STK CL C0.32%$11M4.0K
64APPHARVEST INCCOM0.32%$10M1.60M
65AVGOBROADCOM INChistory →COM0.31%$10M20.9K
66CICIGNA CORP NEWhistory →COM0.30%$10M50.2K
67REGNREGENERON PHARMACEUTICALSCOM0.29%$10M16.0K
68LOWLOWES COS INCCOM0.29%$10M47.0K
69SWXSOUTHWEST GAS HLDGS INCCOM0.29%$10M142.3K
70NFGNATIONAL FUEL GAS COCOM0.29%$9M180.7K
71KRKROGER COCOM0.29%$9M234.7K
72JAZZJAZZ PHARMACEUTICALS PLCSHS USD0.28%$9M71.5K
73AMGNAMGEN INCCOM0.28%$9M43.7K
74HCAHCA HEALTHCARE INCCOM0.28%$9M38.0K
75IBMINTERNATIONAL BUSINESS MACHSCOM0.27%$9M64.6K
76AMZNAMAZON COM INCCOM0.26%$8M2.6K
77EQUITRANS MIDSTREAM CORPCOM0.25%$8M805.8K
78TSNTYSON FOODS INCCL A0.24%$8M101.2K
79TXNTEXAS INSTRS INCCOM0.24%$8M41.4K
80MPLXMPLX LPCOM UNIT REP LTD0.24%$8M275.2K
81TAT&T INCCOM0.23%$8M283.2K
82BIIBBIOGEN INCCOM0.23%$8M26.6K
83MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP0.22%$7M161.8K
84CVSCVS HEALTH CORPCOM0.22%$7M86.2K
85PLDPROLOGIS INC.COM0.22%$7M58.0K
86EQIXEQUINIX INCCOM0.22%$7M9.2K
87CTSHCOGNIZANT TECHNOLOGY SOLUTIOCL A0.22%$7M97.4K
88SJMSMUCKER J M COCOM NEW0.22%$7M60.2K
89IIPRINNOVATIVE INDL PPTYS INCCOM0.21%$7M30.8K
90GILDGILEAD SCIENCES INCCOM0.21%$7M100.2K
91VZVERIZON COMMUNICATIONS INCCOM0.21%$7M126.5K
92ACNACCENTURE PLC IRELANDSHS CLASS A0.21%$7M21.3K
93CBRECBRE GROUP INCCL A0.21%$7M69.9K
94TGTTARGET CORPCOM0.21%$7M29.7K
95LABORATORY CORP AMER HLDGSCOM NEW0.20%$7M24.1K
96NTAPNETAPP INCCOM0.20%$7M75.3K
97OGSONE GAS INCCOM0.20%$7M106.0K
98ADPAUTOMATIC DATA PROCESSING INCOM0.20%$7M33.6K
99AMANTERO MIDSTREAM CORPCOM0.20%$7M643.5K
100NJRNEW JERSEY RES CORPCOM0.20%$7M191.1K

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 ↗.