DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
FLCC

FEDERATED HERMES MDT LARGE CAP CORE ETF

19 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 31423L503·19 13F holders·last filed Mar 31, 2026
Market cap
5.3%
vs prior quarter
13F value held
$32M
51.0% inst. owned
of float
Holders
19
-81 QoQ
filers reporting
Activity
+78 / −72
+895 added · −820 reduced
this quarter
Concentration
35.01%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

19 institutions reported FLCC in Q1 2026. LPL Financial LLC leads at 35.0% of the visible book. -81 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
$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
Cox Capital Mgt LLC
CIK 0001748728
$2M81K1.66%Q1 2026
05
TRUIST FINANCIAL CORP
CIK 0000092230
$1M34K0.00%Q1 2026
06
Steward Partners Investment Advisory, LLC
CIK 0001723397
$1M32K0.01%Q1 2026
07
&PARTNERS
CIK 0000107136
$891,52329K0.00%Q1 2026
08
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$775,08525K0.00%Q1 2026
09
DAVENPORT & Co LLC
CIK 0000887777
$722,24223K0.00%Q1 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$698,95623K0.00%Q1 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$678,99622K0.00%Q1 2026
12
VICTORY FINANCIAL GROUP, LLC
CIK 0002011333
$625,03720K0.08%Q1 2026
13
Brady Martz Wealth Solutions, LLC
CIK 0002049470
$434,07114K0.07%Q1 2026
14
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$434,07114K0.00%Q1 2026
15
Wilkerson Advisory Group LLC
CIK 0002079661
$41,2081K0.01%Q1 2026
16
1620 INVESTMENT ADVISORS, INC.
CIK 0001907281
$40,1061K0.03%Q1 2026
17
Advisory Services Network, LLC
CIK 0001573876
$12,3404000.00%Q1 2026
18
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4,296139K0.01%Q1 2026
19
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025