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

FEDERATED HERMES MDT LARGE CAP CORE ETF

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

CUSIP 31423L503·29 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$97M
visible holders
Holders
29
filers reporting
Concentration
33.56%
Tulsa Wealth Advisors, INC #1
top holder share
AI Holders Summary · Q2 2026

29 institutions reported FLCC in Q2 2026. Tulsa Wealth Advisors, INC leads at 33.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Tulsa Wealth Advisors, INC
CIK 0002114442
$33M926K4.58%Q2 202602
Spectrum Wealth Advisory Group, LLC
CIK 0001776821
$29M839K8.40%Q2 202603
BlueStem Wealth Partners, LLC
CIK 0001977465
$7M187K0.65%Q2 202604
GTS FINANCIAL, LLC
CIK 0002112647
$5M168K3.70%Q2 202605
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M139K0.01%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M115K0.00%Q2 202607
Cox Capital Mgt LLC
CIK 0001748728
$3M80K1.56%Q2 202608
LPL Financial LLC
CIK 0001403438
$3M72K0.00%Q2 202609
TRUIST FINANCIAL CORP
CIK 0000092230
$1M34K0.00%Q2 202610
Steward Partners Investment Advisory, LLC
CIK 0001723397
$1M31K0.01%Q2 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M29K0.00%Q2 202612
&PARTNERS
CIK 0000107136
$1M29K0.00%Q2 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$881K25K0.00%Q2 202614
DAVENPORT & Co LLC
CIK 0000887777
$875K25K0.00%Q2 202615
1620 INVESTMENT ADVISORS, INC.
CIK 0001907281
$763K22K0.47%Q2 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$671K19K0.00%Q2 202617
Proactive Wealth Strategies LLC
CIK 0002043129
$623K18K0.10%Q2 202618
Prospera Financial Services Inc
CIK 0001541625
$562K16K0.01%Q2 202619
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$440K13K0.00%Q2 202620
Brady Martz Wealth Solutions, LLC
CIK 0002049470
$440K13K0.07%Q2 2026
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