13F Insight
DOSSIER · 13F Holders · Q2 2026
FDV

FEDERATED HERMES ETF TRUST

81 institutions still hold FEDERATED HERMES ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 31423L305·81 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$635M
visible holders
Holders
81
filers reporting
Concentration
16.88%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

81 institutions reported FDV in Q2 2026. LPL Financial LLC leads at 16.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$107M3.4M0.02%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$105M3.3M0.03%Q2 202603
Northwest Financial Advisors
CIK 0002010635
$76M2.4M10.12%Q2 202604
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$60M1.9M0.96%Q2 202605
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$55M1.8M0.11%Q1 202606
Ascension Capital Advisors, Inc.
CIK 0001689227
$41M1.3M11.42%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$30M943K0.01%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$21M666K0.00%Q2 202609
Rockefeller Capital Management L.P.
CIK 0001739439
$17M540K0.03%Q2 202610
Lantz Financial LLC
CIK 0001766883
$15M489K2.81%Q2 202611
Jefferies Financial Group Inc.
CIK 0000096223
$13M425K0.09%Q2 202612
FOURPATH CAPITAL MANAGEMENT, LLC
CIK 0001894484
$12M394K1.63%Q2 202613
Integrated Wealth Concepts LLC
CIK 0001737109
$12M389K0.06%Q2 202614
TRUIST FINANCIAL CORP
CIK 0000092230
$12M368K0.01%Q2 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$11M348K0.00%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M332K0.01%Q2 202617
ROYAL BANK OF CANADA
CIK 0001000275
$10M307K0.00%Q2 202618
NewEdge Advisors, LLC
CIK 0001633516
$9M299K0.03%Q2 202619
Steward Partners Investment Advisory, LLC
CIK 0001723397
$9M293K0.05%Q2 202620
Willow Financial LLC
CIK 0002077046
$9M290K9.06%Q1 2026
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