Fed Hermes US Strat Div ETFFDVETF
13F holders, Q1 2026 (March 31)68holders +8
11new positions
3sold out
1famous investor
$30.78avg. 13F price*
At the end of Q1 2026, 68 institutions reported holding Fed Hermes US Strat Div ETF (FDV) in their 13F filings, up 8 from Q4 2025. 11 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($92.6M), Raymond James Financial Inc. ($75.2M) and Great Valley Advisor Group, Inc. ($56.2M). 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 (Q1 2026)
- CUSIP
- 31423L305
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $8.9M |
| Exits | 3 | $3.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,618,140 shares bought and 2,779,201 shares sold, net −1,161,061 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| LPL Financial LLC | 0.02% | Add +14.7% | 3,006,861 | $92.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -11.7% | 2,440,822 | $75.2M |
| Great Valley Advisor Group, Inc. | 1.02% | Add +4.8% | 1,826,108 | $56.2M |
| Thrivent Financial for Lutherans | 0.11% | Add +2.0% | 1,795,028 | $55.3M |
| Ascension Capital Advisors, Inc. | 12.66% | Reduce -0.7% | 1,306,439 | $40.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +24.9% | 807,990 | $24.9M |
| Bank of America Corp. | 0.00% | Add +8.1% | 505,238 | $15.6M |
| Lantz Financial LLC | 2.85% | Add +13.9% | 447,684 | $13.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +37.1% | 444,266 | $13.7M |
| Fourpath Capital Management, LLC | 1.74% | Reduce -48.4% | 394,609 | $12.2M |
| Truist Financial Corp. | 0.01% | Reduce -21.6% | 349,993 | $10.8M |
| Osaic Holdings, Inc. | 0.02% | Add +5.1% | 348,570 | $10.7M |
| Royal Bank of Canada | 0.00% | Reduce -9.2% | 312,281 | $9.6M |
| Integrated Wealth Concepts LLC | 0.07% | Add +251.8% | 290,327 | $8.9M |
| Willow Financial LLC | 9.06% | Reduce -24.1% | 290,221 | $8.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +5.7% | 286,638 | $8.8M |
| NewEdge Advisors, LLC | 0.03% | Reduce -3.4% | 273,726 | $8.4M |
| Focused Alpha, LLC | 2.12% | Add +77.7% | 222,337 | $6.8M |
| Private Advisor Group, LLC | 0.03% | Add +4.2% | 216,263 | $6.7M |
| Cetera Investment Advisers | 0.01% | Reduce -14.1% | 179,067 | $5.5M |
| Wells Fargo & Company | 0.00% | New | 142,497 | $4.4M |
| Equitable Holdings, Inc. | 0.03% | Add +6.8% | 142,211 | $4.1M |
| Financial Concepts Unlimited, Inc. | 3.34% | — | 120,890 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +10.3% | 120,383 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.0% | 84,568 | $2.6M |
| First Commonwealth Financial Corp | 0.37% | New | 75,517 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +44.6% | 73,728 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +65.4% | 71,965 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -32.9% | 58,687 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -91.4% | 57,503 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 51,219 | $1.6M |
| Federated Hermes, Inc. | 0.00% | Reduce -94.4% | 50,807 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -9.7% | 46,540 | $1.4M |
| &partners | 0.01% | Add +3.0% | 44,434 | $1.4M |
| Hilltop Holdings Inc. | 0.12% | No change | 43,660 | $1.3M |
| Signature Equity Partners, LLC | 0.68% | Reduce -1.1% | 41,093 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +5.3% | 31,030 | $956K |
| Claro Advisors Inc. | 0.11% | Add +10.4% | 29,740 | $916K |
| IFS Group,LLC | 0.80% | — | 29,238 | $901K |
| Gateway Wealth Partners, LLC | 0.03% | Add +156.0% | 28,596 | $881K |
| Intrua Financial, LLC | 0.08% | Add +7.2% | 23,910 | $736K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.9% | 23,882 | $736K |
| Susquehanna International Group, LLP | 0.00% | New | 22,057 | $679K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.6% | 21,601 | $665K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +30.1% | 19,644 | $605K |
| Stifel Financial Corp. | 0.00% | Reduce -90.3% | 15,771 | $486K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | No change | 15,242 | $469K |
| DAVENPORT & Co LLC | 0.00% | Reduce -62.0% | 14,235 | $438K |
| Essex Financial Services, Inc. | 0.02% | Add +19.0% | 13,983 | $431K |
| Captrust Financial Advisors | 0.00% | Add +6.4% | 12,595 | $388K |
| Strategic Financial Concepts, LLC | 0.09% | Add +8.8% | 12,416 | $382K |
| Flow Traders U.S. LLC | 0.01% | New | 11,828 | $364K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -2.0% | 11,709 | $361K |
| Citadel Advisors | 0.00% | New | 11,133 | $343K |
| Focus Financial Network, Inc. | 0.01% | New | 10,170 | $314K |
| Financial Council, LLC | 0.11% | New | 9,067 | $279K |
| Betterment LLC | 0.00% | Add +3.4% | 7,666 | $236K |
| Capital Analysts, LLC | 0.00% | Reduce -9.1% | 5,533 | $170K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 5,174 | $159K |
| Fifth Third Bancorp | 0.00% | New | 3,500 | $108K |
| Colonial Trust Co / SC | 0.01% | No change | 1,753 | $54K |
| Private Trust Co. NA | 0.00% | No change | 1,640 | $51K |
| Advisory Services Network, LLC | 0.00% | New | 1,230 | $38K |
| Morgan Stanley | 0.00% | Add +331.4% | 975 | $30K |
| UBS Group AG | 0.00% | Reduce -51.0% | 893 | $28K |
| Abound Wealth Management | 0.01% | New | 802 | $25K |
| Sound Income Strategies, LLC | 0.00% | No change | 500 | $15K |
| Holos Integrated Wealth LLC | 0.00% | New | 20 | $615 |
"% 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.