Fed Hermes Large Cap CoreFLCCETF

13F holders, Q2 2026 (June 30)
27holders +9
10new positions
1sold out
1famous investor
$34.85avg. 13F price*

At the end of Q2 2026, 27 institutions reported holding Fed Hermes Large Cap Core (FLCC) in their 13F filings, up 9 from Q1 2026. 10 opened new positions and 1 sold out. The largest holders were Tulsa Wealth Advisors, INC ($32.5M), Spectrum Wealth Advisory Group, LLC ($29.5M) and BlueStem Wealth Partners, LLC ($6.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Fed Hermes Large Cap Core
Filed as
FEDERATED HERMES ETF TRUST (Q2 2026)
CUSIP
31423L503
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q3 2024: 1Q3 2024Q4 2024: 6Q4 2024Q1 2025: 7Q1 2025Q2 2025: 9Q2 2025Q3 2025: 14Q3 2025Q4 2025: 16Q4 2025Q1 2026: 18Q1 2026Q2 2026: 27Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions10$64.9M
Exits1$12K

All 13F filers, Q1 2026 → Q2 2026: 1,972,303 shares bought and 356,732 shares sold, net +1,615,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 27 holders

Tulsa Wealth Advisors, INC 4.58% New 926,029 $32.5M
Spectrum Wealth Advisory Group, LLC 8.40% New 839,198 $29.5M
BlueStem Wealth Partners, LLC 0.65% Reduce -6.4% 186,718 $6.6M
GTS Financial, LLC 3.70% Add +1.4% 167,719 $5.1M
Raymond James Financial Inc. 0.00% Add +423.3% 115,170 $4.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -31.0% 96,029 $3.4M
Cox Capital Mgt LLC 1.56% Reduce -1.4% 79,890 $2.8M
LPL Financial LLC 0.00% Reduce -80.0% 71,789 $2.5M
Truist Financial Corp. 0.00% Add +2.5% 34,372 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -3.4% 31,325 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +16.3% 28,971 $1.0M
&partners 0.00% Reduce -0.7% 28,660 $1.0M
Envestnet Asset Management Inc. 0.00% Add +10.7% 25,071 $881K
DAVENPORT & Co LLC 0.00% Add +6.4% 24,911 $875K
1620 Investment Advisors, Inc. 0.47% Add +1570.5% 21,716 $763K
Susquehanna International Group, LLP 0.00% New 19,109 $671K
Proactive Wealth Strategies LLC 0.10% New 17,720 $623K
Prospera Financial Services Inc 0.01% New 15,994 $562K
Brady Martz Wealth Solutions, LLC 0.07% Reduce -10.9% 12,533 $440K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -10.9% 12,533 $440K
Cetera Investment Advisers 0.00% New 12,236 $430K
Victory Financial Group, LLC 0.04% Reduce -41.5% 11,843 $416K
Citadel Advisors 0.00% New 11,720 $412K
Bokf, NA 0.00% New 4,577 $161K
Wilkerson Advisory Group LLC 0.01% Reduce -0.1% 1,335 $47K
UBS Group AG 0.00% New 1,109 $39K
Osaic Holdings, Inc. 0.00% New 1 $35

"% of holder's portfolio" is FLCC's weight in each manager's 13F, not the share of Fed Hermes Large Cap Core the manager owns.