Fed Hermes Large Cap ValueFLCVETF
13F holders, Q2 2026 (June 30)21holders +5
5new positions
0sold out
1famous investor
$35.86avg. 13F price*
At the end of Q2 2026, 21 institutions reported holding Fed Hermes Large Cap Value (FLCV) in their 13F filings, up 5 from Q1 2026. 5 opened new positions and 0 sold out. The largest holders were Steward Partners Investment Advisory, LLC ($17.4M), Financial Concepts Unlimited, Inc. ($11.0M) and Eastern Bank ($10.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fed Hermes Large Cap Value
- Filed as
- FEDERATED HERMES ETF TRUST (Q2 2026)
- CUSIP
- 31423L701
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.2M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 552,670 shares bought and 143,148 shares sold, net +409,522 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Steward Partners Investment Advisory, LLC | 0.09% | Add +3.3% | 484,579 | $17.4M |
| Financial Concepts Unlimited, Inc. | 8.65% | Reduce -1.0% | 307,724 | $11.0M |
| Eastern Bank | 0.17% | Add +227.0% | 305,324 | $10.9M |
| LPL Financial LLC | 0.00% | Add +102.9% | 263,376 | $9.4M |
| DAVENPORT & Co LLC | 0.02% | New | 131,871 | $4.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 51,129 | $1.8M |
| Allegheny Financial Group | 0.18% | Add +5.7% | 47,985 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +1.2% | 33,765 | $1.2M |
| Prosperity Financial Group, Inc. | 0.36% | Add +1.5% | 32,089 | $1.2M |
| Comprehensive Financial Planning, Inc. | 0.59% | Add +81.8% | 31,023 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -88.9% | 17,439 | $626K |
| Proactive Wealth Strategies LLC | 0.09% | New | 16,460 | $590K |
| LRI Investments, LLC | 0.04% | No change | 13,631 | $489K |
| Citadel Advisors | 0.00% | New | 11,883 | $426K |
| Raymond James Financial Inc. | 0.00% | New | 11,392 | $408K |
| Capital Analysts, LLC | 0.01% | Add +3.3% | 9,786 | $351K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 7,603 | $273K |
| Stonebridge Financial Group, LLC / MO | 0.17% | No change | 7,007 | $251K |
| Wells Fargo & Company | 0.00% | New | 1,422 | $51K |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.0% | 310 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -51.0% | 118 | $4K |
"% of holder's portfolio" is FLCV's weight in each manager's 13F, not the share of Fed Hermes Large Cap Value the manager owns.