HolderBook

FEDERATED HERMES ETF TRUST (FHYS)

Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.

25
Reporting holders
$18.4M
Reported value
0.0%
Calls
0.0%
Puts
+4
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Cambridge Investment Research Advisors, Inc.$5.0M217,5080.01%7q+121.5%+$2.7M
ENVESTNET ASSET MANAGEMENT INC$2.0M87,4160.00%9q+130.8%+$1.1M
LPL Financial LLC$1.9M84,1820.00%4q+59.4%+$722.8K
WFA of San Diego, LLC$1.2M51,6390.97%11q-6.8%-$86.6K
Pine Valley Investments Ltd Liability Co$1.1M48,8420.04%8q-7.2%-$87.8K
TRUIST FINANCIAL CORP$1.0M45,5200.00%4qHELD
Tuttle Capital Management, LLC$954.9K41,4460.64%newNEW
KESTRA PRIVATE WEALTH SERVICES, LLC$842.9K36,5840.01%4q-1.2%-$9.8K
Steward Partners Investment Advisory, LLC$711.4K30,8760.00%7q-22.3%-$204.6K
DAVENPORT & Co LLC$697.4K30,2700.00%7qHELD
&PARTNERS$656.9K28,5130.00%6q+24.7%+$130.3K
OSAIC HOLDINGS, INC.$510.5K22,1560.00%12q+4.1%+$20.1K
NewEdge Advisors, LLC$505.7K21,9500.00%2q+63.8%+$197.0K
JANE STREET GROUP, LLC$296.8K12,8800.00%4q-62.6%-$497.1K
Summit Financial, LLC$276.1K11,9260.00%newNEW
Hilltop Holdings Inc.$241.9K10,5000.02%8q-22.2%-$69.1K
Janney Montgomery Scott LLC$204.0K8,8500.00%2qHELD
Capital Analysts, LLC$102.0K4,4170.00%16qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$36.9K1,6000.00%5q-36.0%-$20.7K
Capital Investment Advisory Services, LLC$23.0K1,0000.00%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.0K2170.00%newNEW
Allworth Financial LP$4.6K2000.00%5qHELD
Sachetta, LLC$1.0K430.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$484210.00%newNEW
WELLS FARGO & COMPANY/MN$100.00%4q-100.0%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202625$18.4M798,5566680.0%
Q1 202621$11.6M507,8545830.0%
Q4 202521$12.5M536,8334930.0%
Q3 202521$10.8M465,1879520.0%
Q2 202512$7.2M308,6862440.0%
Q1 202512$5.8M253,8561610.0%
Q4 202412$5.2M227,4126210.0%
Q3 20249$21.3M924,2631220.0%
Q2 20249$21.7M949,1772140.0%
Q1 20247$19.9M870,3481200.0%
Q4 20237$20.4M894,7660230.0%
Q3 202310$22.3M1,000,9643040.0%
Q2 202311$23.8M1,067,6477020.0%
Q1 20235$22.4M1,009,1530130.0%
Q4 20227$22.5M1,023,4021140.0%
Q3 20226$22.3M1,030,4151110.0%
Q2 202210$31.1M1,426,0773130.0%
Q1 20227$26.8M1,115,5635000.0%
Q4 20212$25.3M1,007,3592000.0%