HolderBook

FEDERATED HERMES ETF TRUST (FSCC)

Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.

40
Reporting holders
$368.6M
Reported value
0.0%
Calls
0.0%
Puts
+7
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
ENVESTNET ASSET MANAGEMENT INC$81.5M2,183,3240.01%7q+225.6%+$56.5M
LPL Financial LLC$44.6M1,194,1630.01%2q+43.3%+$13.5M
Pinnacle Financial Partners, Inc.$38.6M1,033,4670.26%3q+11.7%+$4.0M
Intellus Advisors LLC$29.3M784,6753.56%4q+1.0%+$285.6K
First Financial Bankshares Inc$27.6M738,1960.52%newNEW
NICOLET BANKSHARES INC$16.0M435,0820.51%2q+27.4%+$3.4M
TRUIST FINANCIAL CORP$15.9M425,6610.02%4q+16.1%+$2.2M
Summit Investment Advisory Services, LLC$15.5M416,3003.90%newNEW
&PARTNERS$14.9M398,0780.06%7q+222.4%+$10.3M
Frederick Financial Consultants, LLC$14.5M388,5796.15%2q+5.6%+$774.2K
MML INVESTORS SERVICES, LLC$10.9M291,9600.02%3q+46.9%+$3.5M
ELEVATION POINT WEALTH PARTNERS, LLC$10.1M269,8200.19%2q+0.5%+$51.5K
Lifestyle Asset Management, Inc.$9.2M245,3922.46%3q+12.7%+$1.0M
Financial Concepts Unlimited, Inc.$7.5M201,9585.91%2qHELD
Private Advisor Group, LLC$5.5M147,9930.03%newNEW
Argent Trust Co$4.0M107,0240.12%3q+113.2%+$2.1M
Heritage Trust Co$2.4M63,5030.21%3q+7.4%+$164.0K
Rockefeller Capital Management L.P.$2.0M54,7910.00%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$1.7M46,2850.00%5q+10.2%+$159.5K
DAVENPORT & Co LLC$1.5M39,7440.01%4q+140.0%+$865.4K
Intrua Financial, LLC$1.4M36,6600.13%2qHELD
Gladstone Institutional Advisory LLC$1.3M35,7610.04%2q+44.8%+$413.2K
Towerpoint Wealth, LLC$1.2M32,4570.42%7q+6.7%+$75.7K
Arkadios Wealth Advisors$1.2M31,9230.02%2q+0.5%+$6.0K
Cambridge Investment Research Advisors, Inc.$1.2M31,7560.00%3q+84.4%+$542.9K
KESTRA PRIVATE WEALTH SERVICES, LLC$1.2M31,3250.01%3q-1.8%-$21.8K
Americana Partners, LLC$1.1M28,8750.02%2q+27.3%+$231.4K
Essex Financial Services, Inc.$1.0M27,8110.05%5q+1.4%+$14.8K
FIRST AMERICAN BANK$837.0K22,4210.05%newNEW
HANCOCK WHITNEY CORP$829.9K22,2310.01%3qHELD
STIFEL FINANCIAL CORP$738.4K19,7810.00%newNEW
Steward Partners Investment Advisory, LLC$711.3K19,0540.00%7q+1.6%+$11.5K
Vestmark Advisory Solutions, Inc.$631.7K16,9210.01%newNEW
Sanctuary Advisors, LLC$505.4K13,5400.00%3q+1.9%+$9.3K
JANE STREET GROUP, LLC$458.9K12,2930.00%2q+12.8%+$52.1K
Johnson Financial Group, Inc.$455.4K12,2000.01%2qHELD
Prospera Financial Services Inc$391.9K10,4990.01%newNEW
Cedrus Wealth Group LLC$242.2K6,4880.21%3q-88.3%-$1.8M
JPMORGAN CHASE & CO$39.8K1,0800.00%newNEW
WELLS FARGO & COMPANY/MN$10.8K2890.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-1013G/ATRUIST FINANCIAL CORP5.1%

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 202640$368.6M9,879,360102420.0%
Q1 202633$173.7M5,844,989122000.0%
Q4 202523$66.1M2,201,08711820.0%
Q3 202512$48.9M1,654,0135500.0%
Q2 20257$9.7M351,4092310.0%
Q1 20256$5.6M239,6020500.0%
Q4 20246$5.4M204,4165000.0%
Q3 20242$2.9M111,5382000.0%