Fed Hermes Large Cap ValueFLCVETF
13F holders, Q2 2025 (June 30)9holders +4
4new positions
0sold out
1famous investor
$29.55avg. 13F price*
At the end of Q2 2025, 9 institutions reported holding Fed Hermes Large Cap Value (FLCV) in their 13F filings, up 4 from Q1 2025. 4 opened new positions and 0 sold out. The largest holders were Steward Partners Investment Advisory, LLC ($8.8M), Wealth Enhancement Advisory Services, LLC ($4.8M) and Federated Hermes, Inc. ($2.8M). 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 2025)
- CUSIP
- 31423L701
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $6.0M |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 208,791 shares bought and 1,395 shares sold, net +207,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -0.3% | 299,973 | $8.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 161,863 | $4.8M |
| Federated Hermes, Inc. | 0.01% | No change | 95,004 | $2.8M |
| Eastern Bank | 0.05% | Add +11.0% | 83,066 | $2.4M |
| Prosperity Financial Group, Inc. | 0.39% | Reduce -1.2% | 31,223 | $920K |
| Kingswood Wealth Advisors, LLC | 0.07% | No change | 29,100 | $857K |
| Commonwealth Equity Services, LLC | 0.00% | New | 21,839 | $643K |
| Citadel Advisors | 0.00% | New | 10,681 | $315K |
| Comprehensive Financial Planning, Inc. | 0.14% | New | 6,162 | $182K |
"% 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.