Fed Hermes Large Cap ValueFLCVETF
13F holders, Q1 2026 (March 31)16holders +3
5new positions
3sold out
$31.54avg. 13F price*
At the end of Q1 2026, 16 institutions reported holding Fed Hermes Large Cap Value (FLCV) in their 13F filings, up 3 from Q4 2025. 5 opened new positions and 3 sold out. The largest holders were Steward Partners Investment Advisory, LLC ($14.8M), Financial Concepts Unlimited, Inc. ($9.8M) and Wealth Enhancement Advisory Services, LLC ($5.0M).
- Company
- Fed Hermes Large Cap Value
- Filed as
- FEDERATED HERMES ETF TRUST (Q1 2026)
- CUSIP
- 31423L701
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.8M |
| Exits | 3 | $7.1M |
All 13F filers, Q4 2025 → Q1 2026: 219,378 shares bought and 235,218 shares sold, net −15,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Steward Partners Investment Advisory, LLC | 0.08% | Add +7.5% | 468,971 | $14.8M |
| Financial Concepts Unlimited, Inc. | 8.78% | — | 310,863 | $9.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.1% | 157,216 | $5.0M |
| LPL Financial LLC | 0.00% | New | 129,817 | $4.1M |
| Eastern Bank | 0.05% | Add +10.3% | 93,368 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.2% | 50,342 | $1.6M |
| Allegheny Financial Group | 0.19% | Add +8.7% | 45,380 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +14.2% | 33,375 | $1.1M |
| Prosperity Financial Group, Inc. | 0.37% | Add +1.5% | 31,622 | $996K |
| Comprehensive Financial Planning, Inc. | 0.37% | Add +104.8% | 17,064 | $538K |
| LRI Investments, LLC | 0.04% | New | 13,631 | $429K |
| Capital Analysts, LLC | 0.01% | Add +8.8% | 9,475 | $298K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +1.7% | 7,603 | $240K |
| Stonebridge Financial Group, LLC / MO | 0.19% | New | 7,007 | $221K |
| JPMorgan Chase & Co. | 0.00% | New | 419 | $13K |
| Parkside Financial Bank & Trust | 0.00% | New | 241 | $8K |
"% 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.