FEDERATED HERMES ETF TRUST (FLCC)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
27
Reporting holders
$94.2M
Reported value
0.0%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Tulsa Wealth Advisors, INC | $32.5M | 926,029 | 4.58% | new | NEW |
| Spectrum Wealth Advisory Group, LLC | $29.5M | 839,198 | 8.40% | new | NEW |
| BlueStem Wealth Partners, LLC | $6.6M | 186,718 | 0.65% | 4q | -6.4%-$450.8K |
| GTS FINANCIAL, LLC | $5.1M | 167,719 | 3.70% | 2q | +1.3%+$67.6K |
| RAYMOND JAMES FINANCIAL INC | $4.0M | 115,170 | 0.00% | 2q | +423.3%+$3.3M |
| Cox Capital Mgt LLC | $2.8M | 79,890 | 1.56% | 4q | -1.4%-$38.5K |
| LPL Financial LLC | $2.5M | 71,789 | 0.00% | 2q | -80.0%-$10.1M |
| TRUIST FINANCIAL CORP | $1.2M | 34,372 | 0.00% | 7q | +2.5%+$29.0K |
| Steward Partners Investment Advisory, LLC | $1.1M | 31,325 | 0.01% | 7q | -3.4%-$39.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 28,971 | 0.00% | 3q | +16.3%+$145.4K |
| &PARTNERS | $1.0M | 28,660 | 0.00% | 7q | -0.7%-$6.6K |
| ENVESTNET ASSET MANAGEMENT INC | $880.9K | 25,071 | 0.00% | 7q | +10.7%+$84.8K |
| DAVENPORT & Co LLC | $875.2K | 24,911 | 0.00% | 4q | +6.4%+$52.7K |
| 1620 INVESTMENT ADVISORS, INC. | $763.0K | 21,716 | 0.47% | 2q | +1570.5%+$717.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $671.4K | 19,109 | 0.00% | new | NEW |
| Proactive Wealth Strategies LLC | $622.6K | 17,720 | 0.10% | new | NEW |
| Prospera Financial Services Inc | $561.9K | 15,994 | 0.01% | new | NEW |
| Focus Partners Advisor Solutions, LLC | $440.3K | 12,533 | 0.00% | 3q | -10.9%-$54.0K |
| Brady Martz Wealth Solutions, LLC | $440.3K | 12,533 | 0.07% | 3q | -10.9%-$54.0K |
| Cetera Investment Advisers | $429.9K | 12,236 | 0.00% | new | NEW |
| VICTORY FINANCIAL GROUP, LLC | $416.1K | 11,843 | 0.04% | 7q | -41.5%-$295.7K |
| CITADEL ADVISORS LLC | $411.8K | 11,720 | 0.00% | new | NEW |
| BOKF, NA | $160.8K | 4,577 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $70.3K | 2,000 | 0.00% | new | NEW |
| Wilkerson Advisory Group LLC | $46.9K | 1,335 | 0.01% | 3q | HELD |
| UBS Group AG | $39.0K | 1,109 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $6.7K | 192,058 | 0.01% | 6q | +37.9%+$1.9K |
| OSAIC HOLDINGS, INC. | $35 | 1 | 0.00% | new | NEW |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 27 | $94.2M | 2,704,249 | 11 | 7 | 8 | 0.0% |
| Q1 2026 | 17 | $31.6M | 1,043,463 | 4 | 9 | 3 | 0.0% |
| Q4 2025 | 15 | $29.7M | 913,505 | 4 | 4 | 5 | 0.0% |
| Q3 2025 | 13 | $41.2M | 1,285,446 | 6 | 3 | 3 | 0.0% |
| Q2 2025 | 8 | $13.8M | 455,622 | 2 | 2 | 3 | 0.0% |
| Q1 2025 | 6 | $14.6M | 541,783 | 0 | 3 | 2 | 0.0% |
| Q4 2024 | 6 | $13.9M | 497,132 | 5 | 0 | 0 | 0.0% |
| Q3 2024 | 1 | $2.6M | 95,000 | 1 | 0 | 0 | 0.0% |