Who owns Federated Hermes MDT Large Cap Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FLCV from SEC Form 13F filings across 21 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, 21 institutions disclosed 1.8M shares of Federated Hermes MDT Large Cap Value ETF worth $63.7M — about 144% of shares outstanding; the largest disclosed holder is Steward Partners Investment Advisory, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
21
13F holders
$63.7M
value, 2026 filers
144%
of shares outstanding (1.8M sh)
7
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 FLCV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Steward Partners Investment Advisory, LLC | 484,579 | $17.4M | 0.1% | 39.1% | +3.3% |
| 2 | Financial Concepts Unlimited, Inc. | 307,724 | $11.0M | 8.7% | 24.8% | -1.0% |
| 3 | EASTERN BANK | 305,324 | $10.9M | 0.2% | 24.6% | +227.0% |
| 4 | LPL Financial LLC | 263,376 | $9.4M | 0.0% | 21.2% | +102.9% |
| 5 | DAVENPORT & Co LLCNEW | 131,871 | $4.7M | 0.0% | 10.6% | new |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 51,129 | $1.8M | 0.0% | 4.1% | +1.6% |
| 7 | Allegheny Financial Group | 47,985 | $1.7M | 0.2% | 3.9% | +5.7% |
| 8 | KINGSWOOD WEALTH ADVISORS, LLC | 33,765 | $1.2M | 0.0% | 2.7% | +1.2% |
| 9 | Prosperity Financial Group, Inc. | 32,089 | $1.2M | 0.4% | 2.6% | +1.5% |
| 10 | Comprehensive Financial Planning, Inc./PA | 31,023 | $1.1M | 0.6% | 2.5% | +81.8% |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17,439 | $625,793 | 0.0% | 1.4% | -88.9% |
| 12 | Proactive Wealth Strategies LLCNEW | 16,460 | $590,224 | 0.1% | 1.3% | new |
| 13 | LRI Investments, LLC | 13,631 | $488,780 | 0.0% | 1.1% | 0.0% |
| 14 | CITADEL ADVISORS LLCNEW | 11,883 | $426,101 | 0.0% | 1% | new |
| 15 | RAYMOND JAMES FINANCIAL INCNEW | 11,392 | $408,495 | 0.0% | 0.9% | new |
| 16 | Capital Analysts, LLC | 9,786 | $351 | 0.0% | 0.8% | +3.3% |
| 17 | Pine Valley Investments Ltd Liability CoNEW | 7,603 | $272,629 | 0.0% | 0.6% | new |
| 18 | Stonebridge Financial Group, LLC / MO | 7,007 | $251,264 | 0.2% | 0.6% | 0.0% |
| 19 | WELLS FARGO & COMPANY/MNNEW | 1,422 | $50,990 | 0.0% | 0.1% | new |
| 20 | JPMORGAN CHASE & CONEW | 310 | $11,077 | 0.0% | 0% | new |
| 21 | Parkside Financial Bank & Trust | 118 | $4,232 | 0.0% | 0% | -51.0% |
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.