FEDERATED HERMES ETF TRUST (FLCV)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
19
Reporting holders
$63.7M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | $17.4M | 484,579 | 0.09% | 8q | +3.3%+$559.7K |
| Financial Concepts Unlimited, Inc. | $11.0M | 307,724 | 8.65% | 2q | -1.0%-$112.6K |
| EASTERN BANK | $10.9M | 305,324 | 0.17% | 6q | +227.0%+$7.6M |
| LPL Financial LLC | $9.4M | 263,376 | 0.00% | 2q | +102.9%+$4.8M |
| DAVENPORT & Co LLC | $4.7M | 131,871 | 0.02% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 51,129 | 0.00% | 5q | +1.6%+$28.2K |
| Allegheny Financial Group | $1.7M | 47,985 | 0.18% | 3q | +5.7%+$93.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.2M | 33,765 | 0.05% | 7q | +1.2%+$14.0K |
| Prosperity Financial Group, Inc. | $1.2M | 32,089 | 0.36% | 7q | +1.5%+$16.7K |
| Comprehensive Financial Planning, Inc./PA | $1.1M | 31,023 | 0.59% | 5q | +81.8%+$500.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $625.8K | 17,439 | 0.00% | 5q | -88.9%-$5.0M |
| Proactive Wealth Strategies LLC | $590.2K | 16,460 | 0.09% | new | NEW |
| LRI Investments, LLC | $488.8K | 13,631 | 0.04% | 2q | HELD |
| CITADEL ADVISORS LLC | $426.1K | 11,883 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $408.5K | 11,392 | 0.00% | new | NEW |
| Pine Valley Investments Ltd Liability Co | $272.6K | 7,603 | 0.01% | 3q | +1.7%+$4.5K |
| Stonebridge Financial Group, LLC / MO | $251.3K | 7,007 | 0.17% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $51.0K | 1,422 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $11.1K | 310 | 0.00% | 2q | -26.0%-$3.9K |
| Capital Analysts, LLC | $351 | 9,786 | 0.01% | 4q | +3.3% |
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 | 19 | $63.7M | 1,776,012 | 5 | 9 | 3 | 0.0% |
| Q1 2026 | 14 | $42.9M | 1,359,316 | 5 | 7 | 1 | 0.0% |
| Q4 2025 | 12 | $33.5M | 1,072,663 | 3 | 6 | 1 | 0.0% |
| Q3 2025 | 9 | $24.1M | 792,075 | 2 | 3 | 1 | 0.0% |
| Q2 2025 | 8 | $21.2M | 717,072 | 3 | 1 | 1 | 0.0% |
| Q1 2025 | 5 | $14.7M | 531,515 | 1 | 3 | 0 | 0.0% |
| Q4 2024 | 4 | $5.3M | 195,073 | 2 | 1 | 0 | 0.0% |
| Q3 2024 | 2 | $2.6M | 97,807 | 2 | 0 | 0 | 0.0% |