13F Insight
DOSSIER · 13F Holders · Q1 2026
FLCV

FEDERATED HERMES MDT LARGE CAP VALUE ETF

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

CUSIP 31423L701·19 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$52M
visible holders
Holders
19
filers reporting
Concentration
28.17%
Steward Partners Investment Advisory, LLC #1
top holder share
AI Holders Summary · Q1 2026

19 institutions reported FLCV in Q1 2026. Steward Partners Investment Advisory, LLC leads at 28.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Steward Partners Investment Advisory, LLC
CIK 0001723397
$15M469K0.08%Q1 202602
EASTERN BANK
CIK 0001126395
$11M305K0.17%Q2 202603
Financial Concepts Unlimited, Inc.
CIK 0002112099
$10M311K8.78%Q1 202604
DAVENPORT & Co LLC
CIK 0000887777
$5M132K0.02%Q2 202605
LPL Financial LLC
CIK 0001403438
$4M130K0.00%Q1 202606
Allegheny Financial Group
CIK 0001844148
$2M48K0.18%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M50K0.00%Q1 202608
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$1M33K0.05%Q1 202609
Prosperity Financial Group, Inc.
CIK 0001991334
$996K32K0.37%Q1 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$626K17K0.00%Q2 202611
Comprehensive Financial Planning, Inc./PA
CIK 0002044855
$538K17K0.37%Q1 202612
LRI Investments, LLC
CIK 0002023325
$489K14K0.04%Q2 202613
Capital Analysts, LLC
CIK 0001624758
$298K9K0.01%Q1 202614
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$273K8K0.01%Q2 202615
CITADEL ADVISORS LLC
CIK 0001423053
$260K8K0.00%Q4 202516
Stonebridge Financial Group, LLC / MO
CIK 0002109198
$251K7K0.17%Q2 202617
JPMORGAN CHASE & CO
CIK 0000019617
$13K4190.00%Q1 202618
Parkside Financial Bank & Trust
CIK 0001455267
$8K2410.00%Q1 202619
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025