Who owns Federated Hermes MDT Small 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 FSCC from SEC Form 13F filings across 40 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, 40 institutions disclosed 8.8M shares of Federated Hermes MDT Small Cap Core ETF worth $326.6M — about 1323.4% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
40
13F holders
$326.6M
value, 2026 filers
1323.4%
of shares outstanding (8.8M sh)
10
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 FSCC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.2M | $44.6M | 0.0% | 180.2% | +43.3% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $40.8M | 0.0% | 164.7% | +62.8% |
| 3 | Pinnacle Financial Partners, Inc. | 1.0M | $38.6M | 0.3% | 155.9% | +11.7% |
| 4 | Intellus Advisors LLC | 784,675 | $29.3M | 3.6% | 118.4% | +1.0% |
| 5 | First Financial Bankshares IncNEW | 738,196 | $27.6M | 0.5% | 111.4% | new |
| 6 | NICOLET BANKSHARES INC | 435,082 | $16.0M | 0.5% | 65.6% | +27.4% |
| 7 | TRUIST FINANCIAL CORP | 425,661 | $15.9M | 0.0% | 64.2% | +16.1% |
| 8 | Summit Investment Advisory Services, LLCNEW | 416,300 | $15.5M | 3.9% | 62.8% | new |
| 9 | &PARTNERS | 398,078 | $14.9M | 0.1% | 60.1% | +222.4% |
| 10 | Frederick Financial Consultants, LLC | 388,579 | $14.5M | 6.2% | 58.6% | +5.6% |
| 11 | MML INVESTORS SERVICES, LLC | 291,960 | $10.9M | 0.0% | 44% | +46.9% |
| 12 | ELEVATION POINT WEALTH PARTNERS, LLC | 269,820 | $10.1M | 0.2% | 40.7% | +0.5% |
| 13 | Lifestyle Asset Management, Inc. | 245,392 | $9.2M | 2.5% | 37% | +12.7% |
| 14 | Financial Concepts Unlimited, Inc. | 201,958 | $7.5M | 5.9% | 30.5% | +0.5% |
| 15 | Private Advisor Group, LLCNEW | 147,993 | $5.5M | 0.0% | 22.3% | new |
| 16 | Argent Trust Co | 107,024 | $4.0M | 0.1% | 16.1% | +113.2% |
| 17 | Heritage Trust Co | 63,503 | $2.4M | 0.2% | 9.6% | +7.4% |
| 18 | Rockefeller Capital Management L.P.NEW | 54,791 | $2.0M | 0.0% | 8.3% | new |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 46,285 | $1.7M | 0.0% | 7% | +10.2% |
| 20 | DAVENPORT & Co LLC | 39,744 | $1.5M | 0.0% | 6% | +140.0% |
| 21 | Intrua Financial, LLC | 36,660 | $1.4M | 0.1% | 5.5% | +0.1% |
| 22 | Gladstone Institutional Advisory LLC | 35,761 | $1.3M | 0.0% | 5.4% | +44.8% |
| 23 | Towerpoint Wealth, LLC | 32,457 | $1.2M | 0.4% | 4.9% | +6.7% |
| 24 | Arkadios Wealth Advisors | 31,923 | $1.2M | 0.0% | 4.8% | +0.5% |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | 31,325 | $1.2M | 0.0% | 4.7% | -1.8% |
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.