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

FEDERATED HERMES MDT LARGE CAP VALUE ETF

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

CUSIP 31423L701·22 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$64M
visible holders
Holders
22
filers reporting
Concentration
27.16%
Steward Partners Investment Advisory, LLC #1
top holder share
AI Holders Summary · Q2 2026

22 institutions reported FLCV in Q2 2026. Steward Partners Investment Advisory, LLC leads at 27.2% 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
$17M485K0.09%Q2 202602
Financial Concepts Unlimited, Inc.
CIK 0002112099
$11M308K8.65%Q2 202603
EASTERN BANK
CIK 0001126395
$11M305K0.17%Q2 202604
LPL Financial LLC
CIK 0001403438
$9M263K0.00%Q2 202605
DAVENPORT & Co LLC
CIK 0000887777
$5M132K0.02%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M51K0.00%Q2 202607
Allegheny Financial Group
CIK 0001844148
$2M48K0.18%Q2 202608
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$1M34K0.05%Q2 202609
Prosperity Financial Group, Inc.
CIK 0001991334
$1M32K0.36%Q2 202610
Comprehensive Financial Planning, Inc./PA
CIK 0002044855
$1M31K0.59%Q2 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$626K17K0.00%Q2 202612
Proactive Wealth Strategies LLC
CIK 0002043129
$590K16K0.09%Q2 202613
LRI Investments, LLC
CIK 0002023325
$489K14K0.04%Q2 202614
CITADEL ADVISORS LLC
CIK 0001423053
$426K12K0.00%Q2 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$408K11K0.00%Q2 202616
Capital Analysts, LLC
CIK 0001624758
$298K9K0.01%Q1 202617
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$273K8K0.01%Q2 202618
Stonebridge Financial Group, LLC / MO
CIK 0002109198
$251K7K0.17%Q2 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$51K1K0.00%Q2 202620
JPMORGAN CHASE & CO
CIK 0000019617
$11K3100.00%Q2 2026
Page 1 of 2
2 more holders available. Log in →