Fed Hermes Large Cap ValueFLCVETF
13F holders, Q3 2025 (September 30)11holders +2
3new positions
1sold out
$30.48avg. 13F price*
At the end of Q3 2025, 11 institutions reported holding Fed Hermes Large Cap Value (FLCV) in their 13F filings, up 2 from Q2 2025. 3 opened new positions and 1 sold out. The largest holders were Steward Partners Investment Advisory, LLC ($11.4M), Wealth Enhancement Advisory Services, LLC ($5.0M) and Federated Hermes, Inc. ($2.9M).
- Company
- Fed Hermes Large Cap Value
- Filed as
- FEDERATED HERMES ETF TRUST (Q3 2025)
- CUSIP
- 31423L701
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $264K |
| Exits | 1 | $315K |
All 13F filers, Q2 2025 → Q3 2025: 96,832 shares bought and 11,003 shares sold, net +85,829 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Steward Partners Investment Advisory, LLC | 0.07% | Add +24.3% | 372,852 | $11.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.4% | 164,207 | $5.0M |
| Federated Hermes, Inc. | 0.01% | Reduce 0.0% | 95,000 | $2.9M |
| Eastern Bank | 0.05% | Add +0.1% | 83,174 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +12.5% | 32,725 | $998K |
| Commonwealth Equity Services, LLC | 0.00% | Add +42.3% | 31,072 | $947K |
| Prosperity Financial Group, Inc. | 0.35% | Reduce -1.0% | 30,905 | $942K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 6,650 | $203K |
| Comprehensive Financial Planning, Inc. | 0.13% | No change | 6,162 | $188K |
| Capital Analysts, LLC | 0.00% | New | 1,793 | $55K |
| JPMorgan Chase & Co. | 0.00% | New | 200 | $6K |
"% 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.