Who owns Federated Hermes U.S. Strategic Dividend ETF?
Institutional ownership of FDV from SEC Form 13F filings across 65 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
65
13F holders
$471.6M
value, 2026 filers
110.5%
of shares outstanding (17.4M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FDV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.4M | $107.2M | 0.0% | 21.6% | +13.6% |
| 2 | RAYMOND JAMES FINANCIAL INC | 3.3M | $104.8M | 0.0% | 21.1% | +36.8% |
| 3 | GREAT VALLEY ADVISOR GROUP, INC. | 1.9M | $60.5M | 1.0% | 12.2% | +5.5% |
| 4 | Thrivent Financial for Lutherans | 1.8M | $57,739 | 0.1% | 11.6% | +2.5% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 943,476 | $29.6M | 0.0% | 6% | +16.8% |
| 6 | BANK OF AMERICA CORP /DE/ | 666,160 | $20.9M | 0.0% | 4.2% | +31.9% |
| 7 | Rockefeller Capital Management L.P. | 539,520 | $16.9M | 0.0% | 3.4% | +21.4% |
| 8 | Cambridge Investment Research Advisors, Inc. | 417,168 | $13,095 | 0.0% | 2.6% | +714.5% |
| 9 | FOURPATH CAPITAL MANAGEMENT, LLC | 394,100 | $12.4M | 1.6% | 2.5% | -0.1% |
| 10 | Integrated Wealth Concepts LLC | 389,281 | $12.2M | 0.1% | 2.5% | +34.1% |
| 11 | TRUIST FINANCIAL CORP | 368,426 | $11.6M | 0.0% | 2.3% | +5.3% |
| 12 | WELLS FARGO & COMPANY/MN | 348,367 | $10.9M | 0.0% | 2.2% | +144.5% |
| 13 | OSAIC HOLDINGS, INC. | 332,013 | $10.4M | 0.0% | 2.1% | -4.7% |
| 14 | ROYAL BANK OF CANADA | 306,738 | $9.6M | 0.0% | 1.9% | -1.8% |
| 15 | NewEdge Advisors, LLCNEW | 298,526 | $9.4M | 0.0% | 1.9% | new |
| 16 | Steward Partners Investment Advisory, LLC | 292,535 | $9.2M | 0.0% | 1.9% | +2.1% |
| 17 | Cetera Investment Advisers | 198,595 | $6.2M | 0.0% | 1.3% | +10.9% |
| 18 | FOCUSED ALPHA, LLC | 182,324 | $5.7M | 1.5% | 1.2% | -18.0% |
| 19 | Janney Montgomery Scott LLC | 150,235 | $4,716 | 0.0% | 1% | +24.8% |
| 20 | JPMORGAN CHASE & CO | 124,223 | $4.0M | 0.0% | 0.8% | +116.0% |
| 21 | JONES FINANCIAL COMPANIES LLLP | 101,570 | $3.2M | 0.0% | 0.6% | +37.8% |
| 22 | FEDERATED HERMES, INC. | 76,532 | $2.4M | 0.0% | 0.5% | +50.6% |
| 23 | Wealthcare Advisory Partners LLC | 74,620 | $2.3M | 0.0% | 0.5% | +3.7% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 67,947 | $2.1M | 0.0% | 0.4% | -19.7% |
| 25 | Capital Investment Advisory Services, LLC | 54,755 | $1.7M | 0.1% | 0.3% | +178.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.