Fed Hermes Large Cap CoreFLCCETF

13F holders, Q3 2025 (September 30)
14holders +5
6new positions
1sold out
$32.05avg. 13F price*

At the end of Q3 2025, 14 institutions reported holding Fed Hermes Large Cap Core (FLCC) in their 13F filings, up 5 from Q2 2025. 6 opened new positions and 1 sold out. The largest holders were Delta Investment Management, LLC ($13.7M), BlueStem Wealth Partners, LLC ($12.5M) and Victory Financial Group, LLC ($4.9M).

Company
Fed Hermes Large Cap Core
Filed as
FEDERATED HERMES ETF TRUST (Q3 2025)
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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions6$29.2M
Exits1$552K

All 13F filers, Q2 2025 → Q3 2025: 917,617 shares bought and 98,380 shares sold, net +819,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 14 holders

Delta Investment Management, LLC 2.46% New 427,545 $13.7M
BlueStem Wealth Partners, LLC 1.44% New 391,355 $12.5M
Victory Financial Group, LLC 0.67% Add +1.4% 151,531 $4.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -7.3% 133,553 $4.3M
Federated Hermes, Inc. 0.01% Reduce 0.0% 95,000 $3.0M
Cox Capital Mgt LLC 1.64% New 78,489 $2.5M
Truist Financial Corp. 0.00% Reduce -19.0% 52,973 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Add +24.5% 29,066 $932K
Envestnet Asset Management Inc. 0.00% Reduce -70.4% 24,017 $770K
&partners 0.00% Add +1.9% 23,078 $740K
DAVENPORT & Co LLC 0.00% New 11,586 $371K
Advisory Services Network, LLC 0.00% New 400 $13K
UBS Group AG 0.00% Reduce -36.7% 254 $8K
JPMorgan Chase & Co. 0.00% New 76 $2K

"% 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.