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

FEDERATED HERMES MDT SMALL CAP CORE ETF

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

CUSIP 31423L602·41 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$312M
visible holders
Holders
41
filers reporting
Concentration
14.27%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

41 institutions reported FSCC in Q2 2026. LPL Financial LLC leads at 14.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$45M1.2M0.01%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$41M1.1M0.01%Q2 202603
Pinnacle Financial Partners, Inc.
CIK 0002082866
$39M1.0M0.26%Q2 202604
Intellus Advisors LLC
CIK 0002055137
$29M785K3.56%Q2 202605
FIRST FINANCIAL BANKSHARES INC
CIK 0000036029
$28M738K0.52%Q2 202606
NICOLET BANKSHARES INC
CIK 0001174850
$16M435K0.51%Q2 202607
TRUIST FINANCIAL CORP
CIK 0000092230
$16M426K0.02%Q2 202608
Summit Investment Advisory Services, LLC
CIK 0001914395
$16M416K3.90%Q2 202609
&PARTNERS
CIK 0000107136
$15M398K0.06%Q2 202610
Frederick Financial Consultants, LLC
CIK 0002055328
$15M389K6.15%Q2 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$11M292K0.02%Q2 202612
ELEVATION POINT WEALTH PARTNERS, LLC
CIK 0001744349
$10M270K0.19%Q2 202613
Lifestyle Asset Management, Inc.
CIK 0001845675
$9M245K2.46%Q2 202614
Financial Concepts Unlimited, Inc.
CIK 0002112099
$8M202K5.91%Q2 202615
Private Advisor Group, LLC
CIK 0001567755
$6M148K0.03%Q2 202616
Argent Trust Co
CIK 0001625292
$4M107K0.12%Q2 202617
Heritage Trust Co
CIK 0001706028
$2M64K0.21%Q2 202618
Rockefeller Capital Management L.P.
CIK 0001739439
$2M55K0.00%Q2 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M46K0.00%Q2 202620
DAVENPORT & Co LLC
CIK 0000887777
$1M40K0.01%Q2 2026
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