Fed Hermes US Strat Div ETFFDVETF
13F holders, Q2 2026 (June 30)76holders +8
14new positions
6sold out
1famous investor
$31.40avg. 13F price*
At the end of Q2 2026, 76 institutions reported holding Fed Hermes US Strat Div ETF (FDV) in their 13F filings, up 8 from Q1 2026. 14 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($107.2M), Raymond James Financial Inc. ($104.8M) and Northwest Financial Advisors ($76.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fed Hermes US Strat Div ETF
- Filed as
- FEDERATED HERMES ETF TRUST (Q2 2026)
- CUSIP
- 31423L305
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $92.1M |
| Exits | 6 | $3.1M |
All 13F filers, Q1 2026 → Q2 2026: 5,591,728 shares bought and 243,107 shares sold, net +5,348,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| LPL Financial LLC | 0.02% | Add +13.6% | 3,416,136 | $107.2M |
| Raymond James Financial Inc. | 0.03% | Add +36.8% | 3,339,145 | $104.8M |
| Northwest Financial Advisors | 10.12% | New | 2,422,914 | $76.1M |
| Great Valley Advisor Group, Inc. | 0.96% | Add +5.5% | 1,926,873 | $60.5M |
| Thrivent Financial for Lutherans | 0.10% | Add +2.5% | 1,839,407 | $57.7M |
| Ascension Capital Advisors, Inc. | 11.42% | Reduce -0.8% | 1,295,622 | $40.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +16.8% | 943,476 | $29.6M |
| Bank of America Corp. | 0.00% | Add +31.9% | 666,160 | $20.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +21.4% | 539,520 | $16.9M |
| Lantz Financial LLC | 2.81% | Add +9.2% | 488,669 | $15.3M |
| Jefferies Financial Group Inc. | 0.13% | New | 425,000 | $13.3M |
| Fourpath Capital Management, LLC | 1.63% | Reduce -0.1% | 394,100 | $12.4M |
| Truist Financial Corp. | 0.01% | Add +5.3% | 368,426 | $11.6M |
| Wells Fargo & Company | 0.00% | Add +144.5% | 348,367 | $10.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.8% | 332,013 | $10.4M |
| Royal Bank of Canada | 0.00% | Reduce -1.8% | 306,738 | $9.6M |
| Integrated Wealth Concepts LLC | 0.06% | Add +5.0% | 304,946 | $9.6M |
| NewEdge Advisors, LLC | 0.03% | Add +9.1% | 298,526 | $9.4M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +2.1% | 292,535 | $9.2M |
| Private Advisor Group, LLC | 0.03% | Add +5.7% | 228,685 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +309.6% | 209,809 | $6.6M |
| Cetera Investment Advisers | 0.01% | Add +10.9% | 198,595 | $6.2M |
| Focused Alpha, LLC | 1.47% | Reduce -18.0% | 182,324 | $5.7M |
| Equitable Holdings, Inc. | 0.03% | Add +6.2% | 150,990 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +24.8% | 150,235 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Add +116.0% | 124,223 | $4.0M |
| Financial Concepts Unlimited, Inc. | 3.01% | Add +1.1% | 122,172 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Add +37.8% | 101,570 | $3.2M |
| DAVENPORT & Co LLC | 0.01% | Add +508.6% | 86,636 | $2.7M |
| Federated Hermes, Inc. | 0.00% | Add +50.6% | 76,532 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +3.7% | 74,620 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.6% | 67,947 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +178.7% | 54,755 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.0% | 52,253 | $1.7M |
| &partners | 0.01% | Add +8.8% | 48,336 | $1.5M |
| Hilltop Holdings Inc. | 0.11% | Reduce -1.1% | 43,160 | $1.4M |
| Signature Equity Partners, LLC | 0.60% | Add +0.6% | 41,355 | $1.3M |
| IFS Group,LLC | 1.63% | Add +29.3% | 37,801 | $1.2M |
| Sanctuary Advisors, LLC | 0.00% | Reduce -31.7% | 31,789 | $998K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.5% | 31,185 | $979K |
| Claro Advisors Inc. | 0.10% | Add +3.9% | 30,906 | $970K |
| Stifel Financial Corp. | 0.00% | Add +86.3% | 29,375 | $922K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.1% | 25,336 | $795K |
| Intrua Financial, LLC | 0.07% | Add +3.0% | 24,620 | $773K |
| Global Retirement Partners, LLC | 0.01% | — | 22,339 | $701K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 21,604 | $678K |
| Arax Advisory Partners | 0.00% | New | 15,728 | $494K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | No change | 15,242 | $478K |
| Citadel Advisors | 0.00% | Add +34.7% | 14,993 | $471K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -48.2% | 14,811 | $465K |
| Captrust Financial Advisors | 0.00% | Add +12.4% | 14,153 | $444K |
| Essex Financial Services, Inc. | 0.02% | Reduce -3.9% | 13,433 | $422K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -4.2% | 11,217 | $352K |
| Natixis Advisors, LLC | 0.00% | New | 10,741 | $337K |
| Financial Council, LLC | 0.11% | Add +18.0% | 10,700 | $336K |
| Focus Financial Network, Inc. | 0.01% | Add +2.7% | 10,445 | $329K |
| Gateway Investment Advisers LLC | 0.00% | New | 10,269 | $322K |
| Mgo One Seven LLC | 0.00% | New | 9,450 | $297K |
| Sowell Financial Services LLC | 0.01% | New | 9,331 | $293K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.8% | 7,986 | $251K |
| Cary Street Partners Financial LLC | 0.01% | New | 7,923 | $249K |
| Betterment LLC | 0.00% | Add +2.7% | 7,874 | $247K |
| Vise Technologies, Inc. | 0.00% | New | 7,854 | $247K |
| D.A. Davidson & Co. | 0.00% | New | 7,601 | $239K |
| MML Investors Services, LLC | 0.00% | New | 6,646 | $209K |
| Capital Analysts, LLC | 0.00% | Reduce -0.2% | 5,520 | $173K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.3% | 5,295 | $166K |
| UBS Group AG | 0.00% | Add +326.6% | 3,810 | $120K |
| Fifth Third Bancorp | 0.00% | No change | 3,500 | $110K |
| Colonial Trust Co / SC | 0.01% | No change | 1,753 | $56K |
| Private Trust Co. NA | 0.00% | Add +7.7% | 1,766 | $55K |
| IFG Advisory, LLC | 0.00% | New | 1,588 | $50K |
| Morgan Stanley | 0.00% | Reduce -29.9% | 683 | $21K |
| Sims Investment Management, LLC | 0.00% | New | 177 | $6K |
| Abound Wealth Management | 0.00% | Reduce -80.8% | 154 | $5K |
| MV Capital Management, Inc. | 0.00% | New | 74 | $2K |
"% of holder's portfolio" is FDV's weight in each manager's 13F, not the share of Fed Hermes US Strat Div ETF the manager owns.