Who owns Federated Hermes MDT Large Cap Core ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FLCC from SEC Form 13F filings across 28 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.
As of the 2026-06-30 reporting period, 28 institutions disclosed 2.8M shares of Federated Hermes MDT Large Cap Core ETF worth $94.2M — about 272.7% of shares outstanding; the largest disclosed holder is Tulsa Wealth Advisors, INC. Source: SEC Form 13F filings, parsed by EvidInvest.
28
13F holders
$94.2M
value, 2026 filers
272.7%
of shares outstanding (2.8M sh)
11
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 FLCC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Tulsa Wealth Advisors, INCNEW | 926,029 | $32.5M | 4.6% | 90.2% | new |
| 2 | Spectrum Wealth Advisory Group, LLCNEW | 839,198 | $29.5M | 8.4% | 81.7% | new |
| 3 | BlueStem Wealth Partners, LLC | 186,718 | $6.6M | 0.7% | 18.2% | -6.4% |
| 4 | GTS FINANCIAL, LLC | 167,719 | $5.1M | 3.7% | 16.3% | +1.3% |
| 5 | RAYMOND JAMES FINANCIAL INC | 115,170 | $4.0M | 0.0% | 11.2% | +423.3% |
| 6 | Cambridge Investment Research Advisors, Inc. | 96,029 | $3,374 | 0.0% | 9.4% | -31.0% |
| 7 | Cox Capital Mgt LLC | 79,890 | $2.8M | 1.6% | 7.8% | -1.4% |
| 8 | LPL Financial LLC | 71,789 | $2.5M | 0.0% | 7% | -80.0% |
| 9 | TRUIST FINANCIAL CORP | 34,372 | $1.2M | 0.0% | 3.3% | +2.5% |
| 10 | Steward Partners Investment Advisory, LLC | 31,325 | $1.1M | 0.0% | 3.1% | -3.4% |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28,971 | $1.0M | 0.0% | 2.8% | +16.3% |
| 12 | &PARTNERS | 28,660 | $1.0M | 0.0% | 2.8% | -0.7% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 25,071 | $880,855 | 0.0% | 2.4% | +10.7% |
| 14 | DAVENPORT & Co LLC | 24,911 | $875,226 | 0.0% | 2.4% | +6.4% |
| 15 | 1620 INVESTMENT ADVISORS, INC. | 21,716 | $762,979 | 0.5% | 2.1% | +1570.5% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 19,109 | $671,383 | 0.0% | 1.9% | new |
| 17 | Proactive Wealth Strategies LLCNEW | 17,720 | $622,578 | 0.1% | 1.7% | new |
| 18 | Prospera Financial Services IncNEW | 15,994 | $561,928 | 0.0% | 1.6% | new |
| 19 | Focus Partners Advisor Solutions, LLC | 12,533 | $440,339 | 0.0% | 1.2% | -10.9% |
| 20 | Brady Martz Wealth Solutions, LLC | 12,533 | $440,339 | 0.1% | 1.2% | -10.9% |
| 21 | Cetera Investment AdvisersNEW | 12,236 | $429,905 | 0.0% | 1.2% | new |
| 22 | VICTORY FINANCIAL GROUP, LLC | 11,843 | $416,097 | 0.0% | 1.2% | -41.5% |
| 23 | CITADEL ADVISORS LLCNEW | 11,720 | $411,775 | 0.0% | 1.1% | new |
| 24 | BOKF, NANEW | 4,577 | $160,810 | 0.0% | 0.4% | new |
| 25 | Integrated Wealth Concepts LLCNEW | 2,000 | $70,268 | 0.0% | 0.2% | new |
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.