Vident U.S. Equity Strategy

VUSE • ARCA

Vident U.S. Equity Strategy is an exchange-traded fund on ARCA. As of Q3 2025, 22 institutional investors hold shares in this ETF, with total holdings valued at $607.7M. Ronald Blue Trust, Inc. is the largest holder with a position valued at $531.0M.

Overview

Overview of institutional ownership in VUSE as of Q3 2025

All Institutions

Institutions: 22
Value Held: $607.7M
Shares Held: 9.2M
Avg Position: $27.6M
Median Position: $301.7K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in VUSE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
R Ronald Blue Trust, Inc. Institution	-	$531.0M 5.97% of portfolio	8.0M shares	Q1 2024 Held for 1y 8m	$8.9B
Vident Advisory, LLC ETF Provider	Vince Leonard Birley CEO	$60.2M 0.59% of portfolio	906.7K shares	Q3 2023 Held for 2y 2m	$10.2B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$7.8M 0.00% of portfolio	117.8K shares	Q1 2023 Held for 2y 8m	$691.34B
A Advisor Group Holdings, Inc. Institution	-	$2.7M 0.00% of portfolio	42.2K shares	Q1 2023 Held for 2y 8m	$71.0B
WILLNER & HELLER, LLC RIA/Wealth	Kenneth Lee Willner Partner	$883.0K 0.68% of portfolio	13.3K shares	Q2 2024 Held for 1y 5m	$129.9M
SAPIENT CAPITAL LLC RIA/Wealth	Karim Michael Khairallah CEO	$875.1K 0.01% of portfolio	13.2K shares	Q2 2025 Held for 5 months	$6.5B
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	Charles David Welling CEO	$874.3K 0.00% of portfolio	13.2K shares	Q3 2025 Held for 2 months	$59.9B
Strategic Blueprint, LLC RIA/Wealth	Joseph Killingsworth Copeland President	$757.2K 0.03% of portfolio	11.4K shares	Q2 2025 Held for 5 months	$2.2B
L LPL Financial LLC Institution	-	$663.7K 0.00% of portfolio	10.0K shares	Q4 2022 Held for 2y 11m	$340.07B
Summit Investment Advisory Services, LLC RIA/Wealth	Sean Patrick Mcdermott CEO	$440.5K 0.18% of portfolio	6.6K shares	Q4 2023 Held for 1y 11m	$251.2M

Net Capital Flow

Institutional buying and selling activity for VUSE in Q3 2025

Traded: −$12.6M
Buyers: 9
Sellers: 8
Total Bought: +$3.3M
Total Sold: −$15.9M
Avg Position: $26.4M

Biggest Buyers

Institution	Net Bought	Current Position
Vident Advisory, LLC ETF Provider	+$2.1M +32.4K shares	$60.2M 906.7K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$874.3K +13.2K shares	$874.3K 13.2K shares
Strategic Blueprint, LLC RIA/Wealth	+$108.9K +1.6K shares	$757.2K 11.4K shares
Cetera Investment Advisers RIA/Wealth	+$41.4K +623.0 shares	$334.2K 5.0K shares
L LPL Financial LLC Institution	+$40.2K +605.0 shares	$663.7K 10.0K shares
MORGAN STANLEY RIA/Wealth	+$36.9K +556.0 shares	$53.2K 801.0 shares
UBS Group AG Institution	+$34.8K +524.0 shares	$34.8K 524.0 shares
Summit Investment Advisory Services, LLC RIA/Wealth	+$863.5 +13.0 shares	$440.5K 6.6K shares
4Thought Financial Group Inc. RIA/Wealth	+$399.0 +6.0 shares	$12.8K 193.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
R Ronald Blue Trust, Inc. Institution	−$15.2M −228.8K shares	$531.0M 8.0M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$588.7K −9.3K shares	Sold Off 0 shares
A Advisor Group Holdings, Inc. Institution	−$68.7K −1.1K shares	$2.7M 42.2K shares
WILLNER & HELLER, LLC RIA/Wealth	−$39.9K −600.0 shares	$883.0K 13.3K shares
Nova Wealth Management, Inc. RIA/Wealth	−$15.7K −237.0 shares	$33.7K 507.0 shares
FMR LLC Institution	−$11.4K −171.0 shares	$212.4K 3.2K shares
Stewardship Advisors, LLC RIA/Wealth	−$6.3K −95.0 shares	$269.2K 4.1K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$730.7 −11.0 shares	$185.1K 2.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited VUSE in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 1
Exited Value: $588.7K

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$588.7K 9.3K shares

Options Activity

Institutions with the largest Call and Put options positions in VUSE as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with VUSE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
R Ronald Blue Trust, Inc. Institution	-	5.97% $531.0M	8.0M shares	Q1 2024 Held for 1y 8m	$8.9B
WILLNER & HELLER, LLC RIA/Wealth	Kenneth Lee Willner Partner	0.68% $883.0K	13.3K shares	Q2 2024 Held for 1y 5m	$129.9M
Vident Advisory, LLC ETF Provider	Vince Leonard Birley CEO	0.59% $60.2M	906.7K shares	Q3 2023 Held for 2y 2m	$10.2B
Summit Investment Advisory Services, LLC RIA/Wealth	Sean Patrick Mcdermott CEO	0.18% $440.5K	6.6K shares	Q4 2023 Held for 1y 11m	$251.2M
Stewardship Advisors, LLC RIA/Wealth	Wilbur Lee Shertzer Managing Partner	0.06% $269.2K	4.1K shares	Q1 2024 Held for 1y 8m	$418.2M
Strategic Blueprint, LLC RIA/Wealth	Joseph Killingsworth Copeland President	0.03% $757.2K	11.4K shares	Q2 2025 Held for 5 months	$2.2B
Nova Wealth Management, Inc. RIA/Wealth	Amy Christine Novakovich CEO	0.02% $33.7K	507.0 shares	Q4 2024 Held for 11 months	$142.0M
Private Wealth Management Group, LLC RIA/Wealth	Scott Richard Brown Managing Partner	0.02% $73.4K	1.1K shares	Q4 2023 Held for 1y 11m	$363.3M
SAPIENT CAPITAL LLC RIA/Wealth	Karim Michael Khairallah CEO	0.01% $875.1K	13.2K shares	Q2 2025 Held for 5 months	$6.5B
4Thought Financial Group Inc. RIA/Wealth	Jesse Brian Mackey CEO	0.01% $12.8K	193.0 shares	Q1 2023 Held for 2y 8m	$197.8M