SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Vident Advisory, LLC

CIK 0001744347 · 1125 SANCTUARY PARKWAY, SUITE 515, ALPHARETTA, GA, 30009 · 404-267-1501

Reported Value
$8.9B
Q2 2025
Positions
3,910
Filings on Record
12
2019–present window
Filed
Aug 14, 2025
original filing

Summary

Vident Advisory, Llc reported $8.9B in U.S.-listed holdings across 3,910 positions for Q2 2025.

Its largest position, MSFT, represents 1.7% of the portfolio.

Compared with Q1 2025, the fund opened 173 new positions and exited 130.

Reported Value by Quarter

13F Reported Value
Q3 ’23: $3.2BQ3 ’23Q4 ’23: $3.2BQ1 ’24: $4.8BQ1 ’24Q2 ’24: $3.6BQ3 ’24: $4.0BQ3 ’24Q4 ’24: $5.7BQ1 ’25: $6.8BQ1 ’25Q2 ’25: $8.9BQ3 ’25: $10.5BQ3 ’25Q4 ’25: $11.0BQ1 ’26: $11.7BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 84.7%ETP: 5.6%Other: 4.5%ADR: 4.0%REIT: 1.1%Other: 0.2%
  • Common Stock · 84.7% · $7.5B
  • ETP · 5.6% · $496M
  • Other · 4.5% · $396M
  • ADR · 4.0% · $359M
  • REIT · 1.1% · $97M
  • Other · 0.2% · $14M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$11.7B4,845May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$11.0B4,001Feb 18, 202613F-HRchanges · EDGAR ↗
Q3 2025$10.5B4,076Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$8.9B3,910Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$6.8B3,491May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$5.7B2,958Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$4.0B2,720Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$3.6B2,827Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$4.8B2,766May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$3.2B2,739Feb 21, 2024RESTATEMENTchanges · EDGAR ↗
Q3 2023$3.2B2,751Nov 14, 202313F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 18 additional managers.

  • FIRST MANHATTAN CO. LLC.028-01260
  • Paralel Advisors LLC028-21764
  • Baird Financial Group, Inc.028-16981
  • EverSource Wealth Advisors, LLC028-21626
  • TREMBLANT CAPITAL GROUP028-11746
  • WESTWOOD HOLDINGS GROUP INC028-15581
  • Sovereign's Capital Management, LLC028-25147
  • PRAXIS INVESTMENT MANAGEMENT INC028-06988
  • Advisors Asset Management, Inc.028-12578
  • Distillate Capital Partners LLC028-20715
  • STANCE CAPITAL LLC028-25494
  • Blue Trust, Inc.028-21235
  • REX ADVISERS LLC028-24532
  • HANetf Management Limited
  • Brown Advisory LLC028-05775
  • Valkyrie Funds LLC028-25075
  • PMV Capital Advisers, LLC028-25227
  • Ridgeline Research, LLC

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 ↗.