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| Happy Holidays!! thanks for using AUM13F!! |
| Vident Advisory LLC
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| CRD # | 286622 |
| SEC # | 801-114538 |
| CIK # | 0001634047, 0001744347, 0000163404 |
| AUM | $12.1 B (2025-07-09) |
| Employees | 31 (26% Investors, 13% Brokers) |
| Phone | 404-267-1501 |
| Address | 1125 Sanctuary Pkwy Alpharetta, GA 30009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.3 | ||
| Nvidia Corp | 0.2 | ||
| Palantir Technologies Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| CrowdStrike Holdings Inc | 0.2 | ||
| Cisco Systems Inc | 0.2 | ||
| Apple Inc | 0.2 | ||
| Palo Alto Networks Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 476 | 0.3 |
| (b) Individuals (high net worth individuals) | 604 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 48 | 7.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 2.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 48 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,389 | 12.1 |
| By Discretionary | ||
| Discretionary | 1,385 | 11.1 |
| Non-Discretionary | 4 | 1.0 |
| Total | 1,389 | 12.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 10.0 | |
| Total | 1,389 | 12.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001634047] | |
| 13F-HR | [0001744347] | |
| 13F-NT | [0001744347] |
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|---|---|---|
|
Westwood Management Corp
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TX | 12.8 |
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Dolan McEniry Capital Management LLC
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IL | 12.6 |
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Ariel Investments LLC
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IL | 12.4 |
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Clarfeld Financial Advisors LLC
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NY | 12.2 |
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Sarofim Trust Co LTA
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TX | 12.0 |
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Mairs and Power Inc
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MN | 12.0 |
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Westwood Global Investments LLC
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|
MA | 11.8 |
|
Gilder Gagnon Howe & Co LLC
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NY | 11.6 |
|
Sapient Capital LLC
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IN | 11.4 |
|
Capital Wealth Planning LLC
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FL | 11.4 |