DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
VBND

Vident Core US Bond Strategy

23 institutions still hold Vident Core US Bond Strategy as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922a602·23 13F holders·last filed Mar 31, 2026
Market cap
8.0%
vs prior quarter
13F value held
$486M
69.0% inst. owned
of float
Holders
23
+124 QoQ
filers reporting
Activity
+52 / −22
+902 added · −757 reduced
this quarter
Concentration
97.46%
Blue Trust, Inc. #1
top holder share
AI Holders Summary · Q1 2026

23 institutions reported VBND in Q1 2026. Blue Trust, Inc. leads at 97.5% of the visible book. +124 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Blue Trust, Inc.
CIK 0001856022
$474M10.9M5.42%Q1 2026
02
Vident Advisory, LLC
CIK 0001744347
$3M74K0.03%Q1 2026
03
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M47K0.00%Q1 2026
04
WorthPointe, LLC
CIK 0001921448
$2M45K0.53%Q1 2026
05
TrueWealth Advisors, LLC
CIK 0001817714
$1M30K0.33%Q1 2026
06
Insight Wealth Partners, LLC
CIK 0001627003
$885,08520K0.12%Q1 2026
07
Hyundai Investments Co., Ltd.
CIK 0001892772
$441,27310K0.50%Q1 2026
08
5T Wealth, LLC
CIK 0002039313
$425,97310K0.17%Q1 2026
09
JPMORGAN CHASE & CO
CIK 0000019617
$425,41410K0.00%Q1 2026
10
HighTower Advisors, LLC
CIK 0001462245
$366,1318K0.00%Q1 2026
11
Strategic Blueprint, LLC
CIK 0001767821
$307,7877K0.02%Q1 2026
12
Crumly & Associates Inc.
CIK 0001759578
$286,7017K0.06%Q1 2026
13
Stewardship Advisors, LLC
CIK 0001733219
$213,5515K0.05%Q1 2026
14
Farther Finance Advisors, LLC
CIK 0001992825
$136,0613K0.00%Q1 2026
15
FIFTH THIRD BANCORP
CIK 0000035527
$89,2472K0.00%Q1 2026
16
COMERICA BANK
CIK 0000901541
$82,2002K0.00%Q4 2025
17
Colonial Trust Co / SC
CIK 0001954093
$55,4051K0.01%Q1 2026
18
MORGAN STANLEY
CIK 0000895421
$36,8538490.00%Q1 2026
19
MAI Capital Management
CIK 0001040197
$36,4028390.00%Q1 2026
20
Cassady Schiller Wealth Management, LLC
CIK 0001904425
$33,5937820.01%Q4 2024
Page 1 of 2
3 more holders available. Log in →