VIDENT ASSET MANAGEMENT

other names
  • VIDENT ASSET MANAGEMENT
  • VIDENT ADVISORY, LLC

Adviser Profile
As of Date 03/31/2026
ADV Location ALPHARETTA, GA, United States
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 38 81%
of those in investment advisory functions 9 50%
Registration SEC, Approved, 01/28/2019
AUM* 22,023,570,595 145%
of that, discretionary 20,876,257,781 153%
Private Fund GAV* 0
Avg Account Size 11,225,061 17%
% High Net Worth 48.26% -3%
SMA’s No
Private Funds 0
Contact Info 404 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

2B 1B 1B 966M 725M 483M 242M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker037833100 Stock NameAPPLE INC $ Position$86,130,788 % Position1.00% $ Change14.00% # Change7.00%
Stck Ticker007903107 Stock NameADVANCED MICRO DEVICES INC $ Position$57,089,916 % Position1.00% $ Change14.00% # Change-14.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$108,481,476 % Position1.00% $ Change7.00% # Change2.00%
Stck Ticker17275R102 Stock NameCISCO SYS INC $ Position$143,254,771 % Position1.00% $ Change10.00% # Change-3.00%
Stck TickerM2682V108 Stock NameCYBERARK SOFTWARE LTD $ Position$63,289,223 % Position1.00% $ Change-15.00% # Change-8.00%
Stck Ticker369550108 Stock NameGENERAL DYNAMICS CORP $ Position$129,101,030 % Position1.00% $ Change-11.00% # Change-10.00%
Stck Ticker26922A503 Stock NameETF SER SOLUTIONS $ Position$56,184,994 % Position1.00% $ Change-7.00% # Change-6.00%
Stck Ticker22788C105 Stock NameCROWDSTRIKE HLDGS INC $ Position$123,939,206 % Position1.00% $ Change-7.00% # Change-3.00%
Stck Ticker34959E109 Stock NameFORTINET INC $ Position$97,287,812 % Position1.00% $ Change-6.00% # Change0.00%
Stck Ticker502431109 Stock NameL3HARRIS TECHNOLOGIES INC $ Position$104,210,011 % Position1.00% $ Change-19.00% # Change-16.00%