Arkolith/Funds/Vident Advisory, LLC

Vident Advisory, LLC

CIK 1744347
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Vident Advisory, LLC holds a diversified book of 1911 stocks worth $13.4B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Keel Infrastructure Corp and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 3% of the equity book. They also disclosed $204.5M in put options (a bearish bet) and $204.5M in call options (bullish), shown separately below and excluded from the equity book.

Opened
299
bought for the first time
Added to
874
already held, bought more
Trimmed
730
sold some, still holds it
Sold out
149
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
21%
Top 20 holdings
33%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

94% mapped to company sectors

Information Technology
43%
Industrials
13%
Financials
12%
Consumer Discretionary
7%
Health Care
6%
ETF / fund or unclassified
6%
Materials
4%
Communication Services
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Vident Advisory, LLC

Manager / fundShared namesTheir $ in those
FMR LLC79 / 80$923.3B
MORGAN STANLEY79 / 80$592.5B
JPMORGAN CHASE & CO79 / 80$588.5B
GOLDMAN SACHS GROUP INC79 / 80$278.9B
ROYAL BANK OF CANADA79 / 80$167.4B
UBS Group AG79 / 80$151.5B
LPL Financial LLC79 / 80$56.1B
Cetera Investment Advisers79 / 80$15.7B

Ranked by how many of Vident Advisory, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,911 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$433.7M2.17M
3.2%
−35%
Reduced · −1.2M sh
2Palo Alto Networks Inc
COM
$305.8M896.8K
2.3%
−29%
Reduced · −359K sh
3Alphabet Inc
CAP STK CL A
$301.8M844.5K
2.2%
−4.3%
Reduced · −38K sh
4Microsoft Corp
COM
$292.7M784.6K
2.2%
−4.0%
Reduced · −33K sh
5Amazon Com Inc
COM
$280.6M1.18M
2.1%
−0.1%
Reduced · −1K sh
6Crowdstrike Hldgs Inc
CL A
$279.0M365.6K
2.1%
−15%
Reduced · −67K sh
7Apple Inc
COM
$273.9M946.5K
2.0%
+1.2%
Added · +12K sh
8Micron Technology Inc
COM
$229.3M198.6K
1.7%
−20%
Reduced · −50K sh
9Cisco Sys Inc
COM
$222.5M1.89M
1.7%
−24%
Reduced · −582K sh
10Taiwan Semiconductor Manufac
SPONSORED ADS
$218.3M457.0K
1.6%
−2.5%
Reduced · −12K sh
11Palantir Technologies Inc
CL A
$204.9M1.76M
1.5%
+12%
Added · +192K sh
12Broadcom Inc
COM
$203.9M539.8K
1.5%
−2.1%
Reduced · −12K sh
13Meta Platforms Inc
CL A
$189.6M336.6K
1.4%
+0.6%
Added · +2K sh
14Fortinet Inc
COM
$186.1M1.21M
1.4%
−7.2%
Reduced · −94K sh
15Advanced Micro Devices Inc
COM
$153.2M263.7K
1.1%
−38%
Reduced · −164K sh
16Visa Inc
COM CL A
$148.5M432.7K
1.1%
+1.2%
Added · +5K sh
17General Dynamics Corp
COM
$147.3M415.9K
1.1%
~0%
Added · +148 sh
18RTX Corporation
COM
$141.3M744.6K
1.1%
−8.7%
Reduced · −71K sh
19Lockheed Martin Corp
COM
$126.3M247.8K
0.9%
−7.3%
Reduced · −20K sh
20Intel Corp
COM
$116.9M837.3K
0.9%
−39%
Reduced · −528K sh
21Berkshire Hathaway Inc Del
CL B NEW
$116.0M231.8K
0.9%
+3.2%
Added · +7K sh
22Northrop Grumman Corp
COM
$114.8M225.4K
0.9%
−2.7%
Reduced · −6K sh
23Kla Corp
COM NEW
$110.2M365.2K
0.8%
+872%
Added · +328K sh
24Mastercard Incorporated
CL A
$105.2M204.9K
0.8%
−1.6%
Reduced · −3K sh
25Rocket Lab Corp
COM
$103.5M1.02M
0.8%
+4.4%
Added · +43K sh
26L3harris Technologies Inc
COM
$102.3M351.9K
0.8%
−4.0%
Reduced · −15K sh
27Tesla Inc
COM
$101.6M241.7K
0.8%
−51%
Reduced · −253K sh
28Alphabet Inc
CAP STK CL C
$95.4M270.1K
0.7%
+16%
Added · +37K sh
29Eli Lilly & Co
COM
$84.1M70.1K
0.6%
+3.7%
Added · +3K sh
30Lam Research Corp
COM NEW
$74.8M172.7K
0.6%
+13%
Added · +20K sh
31Ge Aerospace
COM NEW
$69.3M185.6K
0.5%
+1.1%
Added · +2K sh
32Cipher Digital Inc
COM
$69.1M2.82M
0.5%
+20%
Added · +461K sh
33Sandisk Corp
COM
$68.5M30.1K
0.5%
+278%
Added · +22K sh
34Oracle Corp
COM
$68.3M466.4K
0.5%
−4.8%
Reduced · −24K sh
35Netflix Inc.
COM
$68.3M957.0K
0.5%
+26%
Added · +197K sh
36KKR & Co Inc
COM
$65.9M718.1K
0.5%
−1.6%
Reduced · −12K sh
37Unitedhealth Group Inc
COM
$64.4M155.0K
0.5%
+0.5%
Added · +800 sh
38Schwab Charles Corp
COM
$64.0M694.0K
0.5%
+26%
Added · +144K sh
39ETF Ser Solutions
VIDENT US EQUITY
$61.6M852.2K
0.5%
+3.6%
Added · +29K sh
40Applied Matls Inc
COM
$60.6M83.9K
0.5%
+23%
Added · +16K sh
41TJX Cos Inc New
COM
$59.1M389.8K
0.4%
+4.1%
Added · +15K sh
42Cameco Corp
COM
$56.1M551.0K
0.4%
+6.0%
Added · +31K sh
43United Rentals Inc
COM
$55.9M49.4K
0.4%
−0.4%
Reduced · −182 sh
44Walmart Inc
COM
$55.7M492.0K
0.4%
+5.0%
Added · +23K sh
45Vanguard Scottsdale FDS
INTER TERM TREAS
$54.1M917.7K
0.4%
+22%
Added · +166K sh
46Caterpillar Inc
COM
$53.8M50.5K
0.4%
~0%
Reduced · −14 sh
47Bank Of Amer Corp
COM
$53.2M934.0K
0.4%
−4.9%
Reduced · −48K sh
48Johnson & Johnson
COM
$53.0M208.6K
0.4%
+17%
Added · +31K sh
49Curtiss Wright Corp
COM
$52.9M69.8K
0.4%
−3.5%
Reduced · −3K sh
50Marvell Technology Inc
COM
$51.2M171.8K
0.4%
−38%
Reduced · −106K sh
Showing 50 of 1,911 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$204.5M
Call notional (bullish)$204.5M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishNVIDIA CORPNVDA$131.4M657K
PUT · bearishNVIDIA CORPNVDA$131.4M657K
PUT · bearishTESLA INCTSLA$53.8M128K
CALL · bullishTESLA INCTSLA$53.8M128K
PUT · bearishGRAYSCALE BITCOIN TRUST ETFGBTC$15.9M349K
CALL · bullishGRAYSCALE BITCOIN TRUST ETFGBTC$15.9M349K
CALL · bullishGRAYSCALE ETHEREUM STAKING METH$3.5M233K
PUT · bearishGRAYSCALE ETHEREUM STAKING METH$3.5M233K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 20265,471$13.9B13F-HR
Q1 2026Mar 31, 2026May 15, 20264,845$11.7B13F-HR
Q4 2025Dec 31, 2025Feb 18, 20264,001$11.0B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20254,076$10.5B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20253,910$8.9B13F-HR
Q1 2025Mar 31, 2025May 15, 20253,491$6.8B13F-HR
Q4 2024Dec 31, 2024Feb 14, 20252,958$5.7B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20242,720$4.0B13F-HR
Q2 2024Jun 30, 2024Aug 14, 20242,827$3.6B13F-HR
Q1 2024Mar 31, 2024May 14, 20242,766$4.8B13F-HR
Q4 2023Dec 31, 2023Feb 14, 20242,837$4.0B13F-HR
Q3 2023Sep 30, 2023Feb 21, 20242,739$3.2B13F-HR/A
Amended / restated
  • Q3 2023 · filed Nov 14, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.