Fed Hermes Large Cap ValueFLCVETF

13F holders, Q1 2025 (March 31)
5holders +1
1new positions
0sold out
$27.65avg. 13F price*

At the end of Q1 2025, 5 institutions reported holding Fed Hermes Large Cap Value (FLCV) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Steward Partners Investment Advisory, LLC ($8.3M), Federated Hermes, Inc. ($2.6M) and Eastern Bank ($2.1M).

Company
Fed Hermes Large Cap Value
Filed as
FEDERATED HERMES ETF TRUST (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$2.1M
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 336,442 shares bought, net +336,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Steward Partners Investment Advisory, LLC 0.07% Add +553.1% 300,979 $8.3M
Federated Hermes, Inc. 0.01% Add +0.0% 95,004 $2.6M
Eastern Bank 0.04% New 74,820 $2.1M
Prosperity Financial Group, Inc. 0.44% Add +25.5% 31,612 $874K
Kingswood Wealth Advisors, LLC 0.07% Add +1.0% 29,100 $805K

"% 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.