Fed Hermes Large Cap ValueFLCVETF

13F holders, Q4 2025 (December 31)
13holders +2
3new positions
1sold out
1famous investor
$31.24avg. 13F price*

At the end of Q4 2025, 13 institutions reported holding Fed Hermes Large Cap Value (FLCV) in their 13F filings, up 2 from Q3 2025. 3 opened new positions and 1 sold out. The largest holders were Steward Partners Investment Advisory, LLC ($13.6M), Wealth Enhancement Advisory Services, LLC ($5.2M) and Orion Porfolio Solutions, LLC ($3.9M). 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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions3$5.4M
Exits1$6K

All 13F filers, Q3 2025 → Q4 2025: 260,535 shares bought and 3,904 shares sold, net +256,631 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

Steward Partners Investment Advisory, LLC 0.07% Add +17.1% 436,453 $13.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.1% 164,003 $5.2M
Orion Porfolio Solutions, LLC 0.03% New 125,072 $3.9M
Federated Hermes, Inc. 0.00% No change 95,000 $3.0M
Eastern Bank 0.05% Add +1.8% 84,638 $2.6M
Allegheny Financial Group 0.19% New 41,749 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +32.6% 41,192 $1.3M
Prosperity Financial Group, Inc. 0.35% Add +0.8% 31,164 $970K
Kingswood Wealth Advisors, LLC 0.04% Reduce -10.7% 29,225 $909K
Capital Analysts, LLC 0.01% Add +385.7% 8,708 $271K
Citadel Advisors 0.00% New 8,359 $260K
Comprehensive Financial Planning, Inc. 0.17% Add +35.2% 8,330 $259K
Pine Valley Investments Ltd Liability Co 0.01% Add +12.4% 7,478 $234K

"% 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.