DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
FLCV

FEDERATED HERMES MDT LARGE CAP VALUE ETF

18 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 31423L701·18 13F holders·last filed Mar 31, 2026
Market cap
5.3%
vs prior quarter
13F value held
$43M
53.0% inst. owned
of float
Holders
18
-42 QoQ
filers reporting
Activity
+86 / −8
+925 added · −854 reduced
this quarter
Concentration
34.06%
Steward Partners Investment Advisory, LLC #1
top holder share
AI Holders Summary · Q1 2026

18 institutions reported FLCV in Q1 2026. Steward Partners Investment Advisory, LLC leads at 34.1% of the visible book. -42 net institutions QoQ — distribution reading.

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 2026
02
Financial Concepts Unlimited, Inc.
CIK 0002112099
$10M311K8.78%Q1 2026
03
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$5M157K0.01%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$4M130K0.00%Q1 2026
05
EASTERN BANK
CIK 0001126395
$3M93K0.05%Q1 2026
06
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M50K0.00%Q1 2026
07
Allegheny Financial Group
CIK 0001844148
$1M45K0.19%Q1 2026
08
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$1M33K0.05%Q1 2026
09
Prosperity Financial Group, Inc.
CIK 0001991334
$996,17432K0.37%Q1 2026
10
Comprehensive Financial Planning, Inc./PA
CIK 0002044855
$537,58517K0.37%Q1 2026
11
LRI Investments, LLC
CIK 0002023325
$429,41514K0.04%Q1 2026
12
CITADEL ADVISORS LLC
CIK 0001423053
$260,0498K0.00%Q4 2025
13
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$239,5168K0.01%Q1 2026
14
Stonebridge Financial Group, LLC / MO
CIK 0002109198
$220,7467K0.19%Q1 2026
15
JPMORGAN CHASE & CO
CIK 0000019617
$12,9464190.00%Q1 2026
16
Parkside Financial Bank & Trust
CIK 0001455267
$7,5932410.00%Q1 2026
17
Capital Analysts, LLC
CIK 0001624758
$2989K0.01%Q1 2026
18
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025