DOSSIER · 13F Holders · Q1 2026
FSCC

FEDERATED HERMES MDT SMALL CAP CORE ETF

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

CUSIP 31423L602·38 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$186M
visible holders
Holders
38
filers reporting
Concentration
14.80%
Pinnacle Financial Partners, Inc. #1
top holder share
AI Holders Summary · Q1 2026

38 institutions reported FSCC in Q1 2026. Pinnacle Financial Partners, Inc. leads at 14.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Pinnacle Financial Partners, Inc.
CIK 0002082866
$27M925K0.21%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$25M834K0.01%Q1 2026
03
Intellus Advisors LLC
CIK 0002055137
$23M777K3.15%Q1 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$20M671K0.01%Q1 2026
05
Summit Investment Advisory Services, LLC
CIK 0001914395
$16M416K3.90%Q2 2026
06
Frederick Financial Consultants, LLC
CIK 0002055328
$11M368K5.43%Q1 2026
07
TRUIST FINANCIAL CORP
CIK 0000092230
$11M367K0.01%Q1 2026
08
NICOLET BANKSHARES INC
CIK 0001174850
$10M342K0.38%Q1 2026
09
Lifestyle Asset Management, Inc.
CIK 0001845675
$9M245K2.46%Q2 2026
10
ELEVATION POINT WEALTH PARTNERS, LLC
CIK 0001744349
$8M268K0.18%Q1 2026
11
Financial Concepts Unlimited, Inc.
CIK 0002112099
$6M201K5.35%Q1 2026
12
MML INVESTORS SERVICES, LLC
CIK 0000701059
$6M199K0.02%Q1 2026
13
&PARTNERS
CIK 0000107136
$4M123K0.02%Q1 2026
14
Heritage Trust Co
CIK 0001706028
$2M59K0.18%Q1 2026
15
Cedrus Wealth Group LLC
CIK 0002134767
$2M55K1.83%Q1 2026
16
Argent Trust Co
CIK 0001625292
$1M50K0.05%Q1 2026
17
DAVENPORT & Co LLC
CIK 0000887777
$1M40K0.01%Q2 2026
18
Intrua Financial, LLC
CIK 0001812792
$1M37K0.13%Q2 2026
19
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M42K0.00%Q1 2026
20
Towerpoint Wealth, LLC
CIK 0001731445
$1M32K0.42%Q2 2026
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