13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
FSCC

FEDERATED HERMES MDT SMALL CAP CORE ETF

35 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 31423L602·35 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.6%
vs prior quarter
13F value held
$167M
61.0% inst. owned
of float
Holders
35
-44 QoQ
filers reporting
Activity
+72 / −110
+1,014 added · −899 reduced
this quarter
Concentration
16.43%
Pinnacle Financial Partners, Inc. #1
top holder share
AI Holders Summary · Q1 2026

35 institutions reported FSCC in Q1 2026. Pinnacle Financial Partners, Inc. leads at 16.4% of the visible book. -44 net institutions QoQ — distribution reading.

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 202602
LPL Financial LLC
CIK 0001403438
$25M834K0.01%Q1 202603
Intellus Advisors LLC
CIK 0002055137
$23M777K3.15%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$20M671K0.01%Q1 202605
Frederick Financial Consultants, LLC
CIK 0002055328
$11M368K5.43%Q1 202606
TRUIST FINANCIAL CORP
CIK 0000092230
$11M367K0.01%Q1 202607
NICOLET BANKSHARES INC
CIK 0001174850
$10M342K0.38%Q1 202608
ELEVATION POINT WEALTH PARTNERS, LLC
CIK 0001744349
$8M268K0.18%Q1 202609
Lifestyle Asset Management, Inc.
CIK 0001845675
$6M218K2.11%Q1 202610
Financial Concepts Unlimited, Inc.
CIK 0002112099
$6M201K5.35%Q1 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$6M199K0.02%Q1 202612
&PARTNERS
CIK 0000107136
$4M123K0.02%Q1 202613
Heritage Trust Co
CIK 0001706028
$2M59K0.18%Q1 202614
Cedrus Wealth Group LLC
CIK 0002134767
$2M55K1.83%Q1 202615
Argent Trust Co
CIK 0001625292
$1M50K0.05%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M42K0.00%Q1 202617
Intrua Financial, LLC
CIK 0001812792
$1M37K0.11%Q1 202618
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$947,36532K0.01%Q1 202619
Arkadios Wealth Advisors
CIK 0001800798
$943,04332K0.02%Q1 202620
Towerpoint Wealth, LLC
CIK 0001731445
$903,42130K0.36%Q1 2026
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