13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
FDV

FEDERATED HERMES ETF TRUST

73 institutions still hold FEDERATED HERMES ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 31423L305·73 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.7%
vs prior quarter
13F value held
$434M
52.0% inst. owned
of float
Holders
73
-30 QoQ
filers reporting
Activity
+57 / −10
+851 added · −707 reduced
this quarter
Concentration
21.34%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

73 institutions reported FDV in Q1 2026. LPL Financial LLC leads at 21.3% of the visible book. -30 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$93M3.0M0.02%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$75M2.4M0.02%Q1 202603
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$56M1.8M1.02%Q1 202604
Ascension Capital Advisors, Inc.
CIK 0001689227
$40M1.3M12.66%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$25M808K0.01%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$16M505K0.00%Q1 202607
Lantz Financial LLC
CIK 0001766883
$14M448K2.85%Q1 202608
Rockefeller Capital Management L.P.
CIK 0001739439
$14M444K0.02%Q1 202609
FOURPATH CAPITAL MANAGEMENT, LLC
CIK 0001894484
$12M395K1.74%Q1 202610
TRUIST FINANCIAL CORP
CIK 0000092230
$11M350K0.01%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M349K0.02%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$10M312K0.00%Q1 202613
Integrated Wealth Concepts LLC
CIK 0001737109
$9M290K0.07%Q1 202614
Willow Financial LLC
CIK 0002077046
$9M290K9.06%Q1 202615
Steward Partners Investment Advisory, LLC
CIK 0001723397
$9M287K0.04%Q1 202616
NewEdge Advisors, LLC
CIK 0001633516
$8M274K0.03%Q1 202617
FOCUSED ALPHA, LLC
CIK 0002105062
$7M222K2.12%Q1 202618
Private Advisor Group, LLC
CIK 0001567755
$7M216K0.03%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$6M179K0.01%Q1 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M142K0.00%Q1 2026
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