Who owns VIDI
Which tracked institutional funds hold VIDI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VIDI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
5 tracked funds added or opened VIDI while 2 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VIDI’s largest tracked holder by dollar value, Blue Trust, Inc., sizes it at 3.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VIDI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 31 tracked filers holding VIDI, 14 increased or opened the position and 15 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VIDI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- TRUIST FINANCIAL CORP$607K
- GOLDMAN SACHS GROUP INC$589K
Full exits 1
- FLOW TRADERS U.S. LLC$1M
Largest adds
- Blue Trust, Inc.$16M
- Vident Advisory, LLC$4M
- Compound Planning, Inc.$315K
Largest trims
- JANE STREET GROUP, LLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Blue Trust, Inc. trimmed | 9,351,801 | $365M | 90.6% | 2026-Q2 |
| Vident Advisory, LLC added | 560,867 | $22M | 5.4% | 2026-Q2 |
| Compound Planning, Inc. added | 35,776 | $1M | 0.3% | 2026-Q2 |
| SAPIENT CAPITAL LLC | 35,278 | $1M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 35,011 | $1M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 30,440 | $1M | 0.3% | 2026-Q2 |
| WorthPointe, LLC trimmed | 27,578 | $1M | 0.3% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 22,248 | $868K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 16,135 | $629K | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 15,911 | $621K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 15,557 | $607K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 15,087 | $589K | 0.1% | 2026-Q2 |
| OneAscent Financial Services LLC added | 10,440 | $407K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 9,999 | $390K | 0.1% | 2026-Q2 |
| Insight Wealth Partners, LLC added | 9,174 | $358K | 0.1% | 2026-Q2 |
| Summit Investment Advisory Services, LLC added | 8,744 | $341K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV | 7,734 | $302K | 0.1% | 2026-Q2 |
| TrustWell Financial Advisors, LLC trimmed | 7,695 | $300K | 0.1% | 2026-Q2 |
| MAI Capital Management | 5,874 | $229K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 3,456 | $135K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 2,409 | $94K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,038 | $80K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,332 | $52K | 0.0% | 2026-Q2 |
| Kings Path Partners LLC | 1,119 | $44K | 0.0% | 2026-Q2 |
| IMA Advisory Services, Inc. new | 310 | $12K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 283 | $11K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 276 | $11K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 157 | $6K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. new | 141 | $5K | 0.0% | 2026-Q2 |
| Inspire Investing, LLC | 1 | $38 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $10 | 0.0% | 2026-Q2 |
| FLOW TRADERS U.S. LLC trimmed | 38,738 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Virginia Estate & Retirement Planning Advisors Inc. new | 8,862 | $268K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 2,154 | $78K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Clarity Asset Management, Inc. | 223 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,854 | $602K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Camelot Portfolios, LLC trimmed | 7,549 | $254K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 7,466 | $251K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 750 | $25K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 96 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Garner Asset Management Corp new | 33 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Plan A Wealth LLC trimmed | 8,901 | $286K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 7,509 | $222K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.