Vident Advisory, LLC — 13F Holdings & Portfolio

CIK 1744347 · latest 13F-HR filed 2026-08-12

Vident Advisory, LLC manages $13.86B in 13F-reported U.S. long-equity assets across 5,471 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PANW (1.88%), CRWD (1.63%), FTNT (1.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 226 new positions, exited 150, added to 981, and trimmed 492.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$13.86B

Long-equity book

Holdings

5,471

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+226 / −150 / ↑981 / ↓492

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Firm Profile & Key People
Name Title / Status Ownership Type

Quarter-over-quarter changes

Share-count changes vs the prior 13F.

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$145.3M +172.9%
  • CROWDSTRIKE HLDGS INC$110.1M +65.2%
  • PALO ALTO NETWORKS INC$104.5M +51.9%
  • FORTINET INC$79.4M +74.4%
  • ADVANCED MICRO DEVICES INC$66.2M +76.0%
Show all 981 →

Top Trims

  • NVIDIA CORPORATION-$150.4M -25.8%
  • TESLA INC-$82.3M -44.8%
  • ISHARES INC-$77.4M -91.1%
  • ISHARES GOLD TRUST MICRO-$51.6M -65.6%
  • NORTHROP GRUMMAN CORP-$43.3M -27.4%
Show all 492 →

New Positions

  • KEEL INFRASTRUCTURE CORP$37.4M
  • HONEYWELL AEROSPACE INC$8.6M
  • CHRONOSCALE CORP$7.4M
  • HONEYWELL INTL INC$7.1M
  • AEVEX CORP$4.7M
Show all 226 →

Exited Positions

  • ISHARES INC$58.8M
  • SPROTT ASSET MANAGEMENT LP$15.8M
  • HONEYWELL INTL INC$12.3M
  • BITFARMS LTD$7.9M
  • TENABLE HLDGS INC$5.1M
Show all 150 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 PALO ALTO NETWORKS INC PANW 697435105 $260.0M 1.88% 762,349 SH
2 CROWDSTRIKE HLDGS INC CRWD 22788C105 $226.3M 1.63% 296,528 SH
3 FORTINET INC FTNT 34959E109 $175.0M 1.26% 1,138,892 SH
4 CISCO SYS INC CSCO 17275R102 $174.6M 1.26% 1,486,661 SH
5 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $146.7M 1.06% 307,146 SH
6 GENERAL DYNAMICS CORP GD 369550108 $143.9M 1.04% 406,347 SH
7 RTX CORPORATION RTX 75513E101 $135.0M 0.97% 711,287 SH
8 NVIDIA CORPORATION Put NVDA 67066G104 $131.4M 0.95% 656,700 SH
9 NVIDIA CORPORATION Call NVDA 67066G104 $131.4M 0.95% 656,700 SH
10 LOCKHEED MARTIN CORP LMT 539830109 $118.1M 0.85% 231,859 SH
11 NVIDIA CORPORATION NVDA 67066G104 $117.5M 0.85% 587,172 SH
12 AMAZON COM INC AMZN 023135106 $114.8M 0.83% 481,734 SH
13 MICROSOFT CORP MSFT 594918104 $112.2M 0.81% 300,747 SH
14 NORTHROP GRUMMAN CORP NOC 666807102 $110.4M 0.80% 216,765 SH
15 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $109.1M 0.79% 935,004 SH
16 APPLE INC AAPL 037833100 $100.1M 0.72% 346,003 SH
17 ROCKET LAB CORP RKLB 773121108 $100.1M 0.72% 984,545 SH
18 L3HARRIS TECHNOLOGIES INC LHX 502431109 $99.8M 0.72% 343,309 SH
19 MICRON TECHNOLOGY INC MU 595112103 $94.1M 0.68% 81,520 SH
20 VISA INC V 92826C839 $92.5M 0.67% 269,642 SH
21 NVIDIA CORPORATION NVDA 67066G104 $91.6M 0.66% 457,649 SH
22 NVIDIA CORPORATION NVDA 67066G104 $89.1M 0.64% 445,316 SH
23 ALPHABET INC GOOGL 02079K305 $88.4M 0.64% 247,448 SH
24 NVIDIA CORPORATION NVDA 67066G104 $85.4M 0.62% 427,041 SH
25 ALPHABET INC GOOG 02079K107 $82.4M 0.59% 233,169 SH
26 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $77.7M 0.56% 666,243 SH
27 ALPHABET INC GOOGL 02079K305 $73.7M 0.53% 206,235 SH
28 MICRON TECHNOLOGY INC MU 595112103 $73.5M 0.53% 63,683 SH
29 APPLE INC AAPL 037833100 $72.4M 0.52% 250,325 SH
30 ADVANCED MICRO DEVICES INC AMD 007903107 $71.4M 0.52% 122,947 SH
31 INTEL CORP INTC 458140100 $68.3M 0.49% 489,255 SH
32 ALPHABET INC GOOGL 02079K305 $68.2M 0.49% 190,771 SH
33 KKR & CO INC KKR 48251W104 $63.6M 0.46% 692,535 SH
34 CIPHER DIGITAL INC CIFR 17253J106 $62.2M 0.45% 2,537,197 SH
35 ETF SER SOLUTIONS VUSE 26922A503 $61.6M 0.44% 852,245 SH
36 META PLATFORMS INC META 30303M102 $61.5M 0.44% 109,233 SH
37 MASTERCARD INCORPORATED MA 57636Q104 $59.6M 0.43% 115,968 SH
38 KLA CORP KLAC 482480100 $58.7M 0.42% 194,681 SH
39 APPLE INC AAPL 037833100 $57.3M 0.41% 198,102 SH
40 AMAZON COM INC AMZN 023135106 $57.1M 0.41% 239,698 SH
41 BROADCOM INC AVGO 11135F101 $57.1M 0.41% 151,195 SH
42 ALPHABET INC GOOGL 02079K305 $56.9M 0.41% 159,170 SH
43 BROADCOM INC AVGO 11135F101 $56.7M 0.41% 150,228 SH
44 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $56.3M 0.41% 112,475 SH
45 META PLATFORMS INC META 30303M102 $55.9M 0.40% 99,211 SH
46 CAMECO CORP CCJ 13321L108 $55.9M 0.40% 548,423 SH
47 MICROSOFT CORP MSFT 594918104 $55.5M 0.40% 148,679 SH
48 UNITEDHEALTH GROUP INC UNH 91324P102 $54.8M 0.40% 131,812 SH
49 MICROSOFT CORP MSFT 594918104 $54.7M 0.39% 146,533 SH
50 SCHWAB CHARLES CORP SCHW 808513105 $54.6M 0.39% 591,548 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $13.86B 5,471 0001172661-26-003342
2026-03-31 2026-05-15 $11.75B 4,845 0001172661-26-001995
2025-12-31 2026-02-18 $10.98B 4,001 0001172661-26-001275
2025-09-30 2025-11-14 $10.47B 4,076 0001172661-25-004874
Filer Information
Address
1125 SANCTUARY PARKWAY, SUITE 515
ALPHARETTA, GA 30009
Phone
(404) 267-1501
Filing Manager
Vident Advisory, LLC
Alpharetta, GA
Signatory
Amrita Nandakumar
President