15 institutions reported holding $371.6M of ETF SER SOLUTIONS (VIDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Blue Trust, Inc. ($364.8M), Compound Planning, Inc. ($1.4M), SAPIENT CAPITAL LLC ($1.4M), WorthPointe, LLC ($1.1M), Strategic Blueprint, LLC ($867,894). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Blue Trust, Inc. | $364.8M | 9.4M | Trimmed |
| 2 | Compound Planning, Inc. | $1.4M | 35,776 | Added |
| 3 | SAPIENT CAPITAL LLC | $1.4M | 35,278 | Hold |
| 4 | WorthPointe, LLC | $1.1M | 27,578 | Trimmed |
| 5 | Strategic Blueprint, LLC | $867,894 | 22,248 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $629,426 | 16,135 | Trimmed |
| 7 | TRUIST FINANCIAL CORP | $606,879 | 15,557 | New |
| 8 | Summit Investment Advisory Services, LLC | $341,099 | 8,744 | Added |
| 9 | TrustWell Financial Advisors, LLC | $300,182 | 7,695 | Trimmed |
| 10 | ASSETMARK, INC | $93,975 | 2,409 | Added |
| 11 | Kings Path Partners LLC | $43,652 | 1,119 | Hold |
| 12 | EverSource Wealth Advisors, LLC | $10,767 | 276 | Added |
| 13 | TD Waterhouse Canada Inc. | $5,423 | 141 | New |
| 14 | Clarity Asset Management, Inc. | $0 | 0 | Exited |
| 15 | Virginia Estate & Retirement Planning Advisors Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30