Fed Hermes Large Cap ValueFLCVETF

13F holders, Q4 2024 (December 31)
4holders +2
2new positions
0sold out
$27.13avg. 13F price*

At the end of Q4 2024, 4 institutions reported holding Fed Hermes Large Cap Value (FLCV) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 0 sold out. The largest holders were Federated Hermes, Inc. ($2.6M), Steward Partners Investment Advisory, LLC ($1.2M) and Kingswood Wealth Advisors, LLC ($781K).

Company
Fed Hermes Large Cap Value
Filed as
FEDERATED HERMES ETF TRUST (Q4 2024)
CUSIP
31423L701
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q3 2024: 2Q3 2024Q4 2024: 4Q4 2024Q1 2025: 5Q1 2025Q2 2025: 9Q2 2025Q3 2025: 11Q3 2025Q4 2025: 13Q4 2025Q1 2026: 16Q1 2026Q2 2026: 21Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$1.5M
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 97,266 shares bought, net +97,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Federated Hermes, Inc. 0.01% No change 95,000 $2.6M
Steward Partners Investment Advisory, LLC 0.01% Add +1541.7% 46,083 $1.2M
Kingswood Wealth Advisors, LLC 0.06% New 28,800 $781K
Prosperity Financial Group, Inc. 0.34% New 25,190 $683K

"% 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.