FEDERATED HERMES ETF TRUST (MKTN)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
20
Reporting holders
$90.8M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| FEDERATED HERMES, INC. | $45.2M | 1,738,712 | 0.06% | 4q | +23.2%+$8.5M |
| Frederick Financial Consultants, LLC | $13.6M | 524,896 | 5.78% | 2q | +6.7%+$860.7K |
| ENVESTNET ASSET MANAGEMENT INC | $5.6M | 216,591 | 0.00% | new | NEW |
| Financial Concepts Unlimited, Inc. | $5.3M | 202,773 | 4.13% | 2q | +0.7%+$38.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 191,713 | 0.01% | 3q | +24.4%+$975.1K |
| KINGSWOOD WEALTH ADVISORS, LLC | $3.9M | 152,012 | 0.16% | 2q | +17.1%+$576.5K |
| Hilltop Holdings Inc. | $3.8M | 146,267 | 0.29% | 3q | HELD |
| Elyxium Wealth, LLC | $3.3M | 126,511 | 0.35% | 3q | +20.6%+$562.0K |
| Avidian Wealth Enterprises, LLC | $992.9K | 38,234 | 0.03% | new | NEW |
| Arkadios Wealth Advisors | $913.1K | 35,161 | 0.01% | 3q | +1.2%+$10.6K |
| ROYAL BANK OF CANADA | $792.0K | 30,513 | 0.00% | 3q | -20.0%-$197.5K |
| Dakota Wealth Management | $736.5K | 28,358 | 0.01% | 3q | HELD |
| Sterling Investment Advisors, Ltd. | $573.9K | 22,100 | 0.10% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $555.7K | 21,398 | 0.01% | 3q | +6.9%+$36.0K |
| MML INVESTORS SERVICES, LLC | $252.1K | 9,709 | 0.00% | 2q | -6.9%-$18.7K |
| RAYMOND JAMES FINANCIAL INC | $229.9K | 8,852 | 0.00% | new | NEW |
| Sankala Group LLC | $24.8K | 900 | 0.02% | 3q | HELD |
| Cordgrass Capital Advisors, LLC | $20.6K | 793 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $12.0K | 463 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $1.2K | 45 | 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 | 20 | $90.8M | 3,496,001 | 7 | 8 | 2 | 0.0% |
| Q1 2026 | 17 | $79.5M | 3,098,095 | 4 | 10 | 1 | 0.0% |
| Q4 2025 | 12 | $18.2M | 746,880 | 10 | 0 | 0 | 0.0% |
| Q3 2025 | 1 | $2.5M | 100,000 | 1 | 0 | 0 | 0.0% |