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Disclosery

FDV FEDERATED HERMES ETF TRUST

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US STRATEGIC DIV (fund)

76 managers (76 13F filers) reported a position in FDV shares at 2026-06-30, 22,532,777 shares in all. 14 filers opened a position and 6 filers sold out during the quarter.

Managers
76
13F filers
76
New
14
Added
42
Reduced
16
Sold out
6
Shares held by filers
22,532,777

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC3,416,136$107M0.02%+409,27513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,339,145$105M0.03%+898,32313F-HRTimelineGroup
Northwest Financial Advisors2,422,914$76.1M10.12%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.1,926,873$60.5M0.96%+100,76513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,839,407$57.7M0.1%+44,37913F-HRTimelineGroup
Ascension Capital Advisors, Inc.1,295,622$40.7M11.42%-10,81713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC943,476$29.6M0.01%+135,48613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/666,160$20.9M<0.01%+160,92213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…539,520$16.9M0.03%+95,25413F-HRTimelineGroup
Lantz Financial LLC488,669$15.3M2.81%+40,98513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.425,000$13.3M0.12%new13F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC394,100$12.4M1.63%-50913F-HRTimeline
Integrated Wealth Concepts LLC389,281$12.2M0.06%+98,95413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP368,426$11.6M0.01%+18,43313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN348,367$10.9M<0.01%+205,87013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.332,013$10.4M0.01%-16,55713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA306,738$9.63M<0.01%-5,54313F-HRTimelineGroup
NewEdge Advisors, LLC298,526$9.37M0.03%+24,80013F-HRTimeline
Steward Partners Investment Advisory, L…292,535$9.18M0.05%+5,89713F-HRTimeline
Private Advisor Group, LLC228,685$7.18M0.03%+12,42213F-HRTimeline
Cambridge Investment Research Advisors,…209,809$6.59M0.01%+158,59013F-HR/ATimeline
Cetera Investment Advisers198,595$6.23M0.01%+19,52813F-HRTimeline
FOCUSED ALPHA, LLC182,324$5.72M1.47%-40,01313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.150,990$4.74M0.03%+8,77913F-HRTimelineGroup
Janney Montgomery Scott LLC150,235$4.72M0.01%+29,85213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO124,223$3.95M<0.01%+66,72013F-HRTimelineGroup
Financial Concepts Unlimited, Inc.122,172$3.83M3.01%+1,28213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP101,570$3.24M<0.01%+27,84213F-HRTimelineGroup
DAVENPORT & Co LLC86,636$2.73M0.01%+72,40113F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.76,532$2.4M<0.01%+25,72513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …74,620$2.34M0.04%+2,65513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC67,947$2.13M<0.01%-16,62113F-HRTimeline
Capital Investment Advisory Services, L…54,755$1.72M0.11%+35,11113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,253$1.67M<0.01%-6,43413F-HRTimeline
&PARTNERS48,336$1.52M0.01%+3,90213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.43,160$1.35M0.11%-50013F-HRTimelineGroup
Signature Equity Partners, LLC41,355$1.3M0.6%+26213F-HRTimeline
IFS Group,LLC37,801$1.19M1.63%+8,56313F-HRTimeline
Sanctuary Advisors, LLC31,789$998K<0.01%-14,75113F-HRTimeline
Gladstone Institutional Advisory LLC31,185$979K0.03%+15513F-HRTimeline
Claro Advisors Inc.30,906$970K0.1%+1,16613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,375$922K<0.01%+13,60413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,336$795K<0.01%+1,45413F-HRTimelineGroup
Intrua Financial, LLC24,620$773K0.07%+71013F-HRTimeline
Global Retirement Partners, LLC22,339$701K0.01%13F-HRTimeline
HighTower Advisors, LLC21,604$678K<0.01%+313F-HRTimeline
Arax Advisory Partners15,728$494K<0.01%new13F-HRTimeline
Schneider Downs Wealth Management Advis…15,242$478K0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,993$471K<0.01%+3,86013F-HRTimelineGroup
Gateway Wealth Partners, LLC14,811$465K0.03%-13,78513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,153$444K<0.01%+1,55813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.13,433$422K0.02%-55013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC11,217$352K0.01%-49213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,741$337K<0.01%new13F-HRTimelineGroup
Financial Council, LLC10,700$336K0.11%+1,63313F-HRTimeline
Focus Financial Network, Inc.10,445$329K0.01%+27513F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC10,269$322K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC9,450$297K<0.01%new13F-HRTimeline
Sowell Financial Services LLC9,331$293K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,986$251K<0.01%-14,07113F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,923$249K0.01%new13F-HRTimelineGroup
Betterment LLC7,874$247K<0.01%+20813F-HRTimeline
Vise Technologies, Inc.7,854$247K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.7,601$239K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC6,646$209K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,520$173K<0.01%-1313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,295$166K<0.01%+12113F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,810$120K<0.01%+2,91713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,500$110K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,753$56K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,766$55.4K<0.01%+12613F-HRTimeline
IFG Advisory, LLC1,588$49.8K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY683$21.4K<0.01%-29213F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC177$5.56K<0.01%new13F-HRTimeline
Abound Wealth Management154$4.85K<0.01%-64813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.74$2.32K<0.01%new13F-HR/ATimeline