DOSSIER · 13F Holders · Q1 2026
FLCC

FEDERATED HERMES MDT LARGE CAP CORE ETF

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

CUSIP 31423L503·20 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$38M
visible holders
Holders
20
filers reporting
Concentration
29.18%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

20 institutions reported FLCC in Q1 2026. LPL Financial LLC leads at 29.2% 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
$11M358K0.00%Q1 2026
02
BlueStem Wealth Partners, LLC
CIK 0001977465
$6M200K0.68%Q1 2026
03
GTS FINANCIAL, LLC
CIK 0002112647
$4M165K3.54%Q1 2026
04
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M139K0.01%Q1 2026
05
Cox Capital Mgt LLC
CIK 0001748728
$3M80K1.56%Q2 2026
06
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M29K0.00%Q2 2026
07
TRUIST FINANCIAL CORP
CIK 0000092230
$1M34K0.00%Q1 2026
08
Steward Partners Investment Advisory, LLC
CIK 0001723397
$1M32K0.01%Q1 2026
09
&PARTNERS
CIK 0000107136
$892K29K0.00%Q1 2026
10
DAVENPORT & Co LLC
CIK 0000887777
$875K25K0.00%Q2 2026
11
1620 INVESTMENT ADVISORS, INC.
CIK 0001907281
$763K22K0.47%Q2 2026
12
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$699K23K0.00%Q1 2026
13
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$679K22K0.00%Q1 2026
14
VICTORY FINANCIAL GROUP, LLC
CIK 0002011333
$625K20K0.08%Q1 2026
15
Prospera Financial Services Inc
CIK 0001541625
$562K16K0.01%Q2 2026
16
Brady Martz Wealth Solutions, LLC
CIK 0002049470
$440K13K0.07%Q2 2026
17
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$434K14K0.00%Q1 2026
18
Wilkerson Advisory Group LLC
CIK 0002079661
$47K1K0.01%Q2 2026
19
Advisory Services Network, LLC
CIK 0001573876
$12K4000.00%Q1 2026
20
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025