Skip to content
Disclosery

FDV FEDERATED HERMES ETF TRUST

Follow

US STRATEGIC DIV (fund)

68 managers (68 13F filers) reported a position in FDV shares at 2026-03-31, 17,367,703 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
68
13F filers
68
New
11
Added
28
Reduced
21
Sold out
3
Shares held by filers
17,367,703

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC3,006,861$92.6M0.02%+384,96813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,440,822$75.2M0.02%-322,70113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,826,108$56.2M1.02%+83,28813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,795,028$55.3M0.11%+36,09213F-HRTimelineGroup
Ascension Capital Advisors, Inc.1,306,439$40.2M12.66%-9,75613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC807,990$24.9M0.01%+161,33713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/505,238$15.6M<0.01%+37,80313F-HRTimelineGroup
Lantz Financial LLC447,684$13.8M2.85%+54,62913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…444,266$13.7M0.02%+120,15613F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC394,609$12.2M1.74%-369,90013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP349,993$10.8M0.01%-96,61713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.348,570$10.7M0.02%+16,93313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA312,281$9.62M<0.01%-31,63813F-HRTimelineGroup
Integrated Wealth Concepts LLC290,327$8.94M0.07%+207,79213F-HRTimeline
Willow Financial LLC290,221$8.94M9.06%-91,98513F-HRTimeline
Steward Partners Investment Advisory, L…286,638$8.83M0.05%+15,45213F-HRTimeline
NewEdge Advisors, LLC273,726$8.43M0.03%-9,65913F-HR/ATimeline
FOCUSED ALPHA, LLC222,337$6.85M2.12%+97,18813F-HRTimeline
Private Advisor Group, LLC216,263$6.66M0.03%+8,74613F-HRTimeline
Cetera Investment Advisers179,067$5.52M0.01%-29,45613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN142,497$4.39M<0.01%new13F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.142,211$4.07M0.03%+9,09413F-HRTimelineGroup
Financial Concepts Unlimited, Inc.120,890$3.72M3.34%13F-HRTimeline
Janney Montgomery Scott LLC120,383$3.71M0.01%+11,24613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC84,568$2.6M<0.01%-11,48613F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …75,517$2.33M0.37%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP73,728$2.25M<0.01%+22,72513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …71,965$2.22M0.04%+28,46213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…58,687$1.81M<0.01%-28,70413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO57,503$1.76M<0.01%-612,65713F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…51,219$1.58M<0.01%+17713F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.50,807$1.56M<0.01%-862,67413F-HRTimelineGroup
Sanctuary Advisors, LLC46,540$1.43M0.01%-4,98013F-HRTimeline
&PARTNERS44,434$1.37M0.01%+1,31513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.43,660$1.34M0.12%013F-HRTimelineGroup
Signature Equity Partners, LLC41,093$1.27M0.68%-44713F-HRTimeline
Gladstone Institutional Advisory LLC31,030$956K0.04%+1,55413F-HRTimeline
Claro Advisors Inc.29,740$916K0.11%+2,79913F-HRTimeline
IFS Group,LLC29,238$901K0.8%13F-HRTimeline
Gateway Wealth Partners, LLC28,596$881K0.03%+17,42713F-HRTimeline
Intrua Financial, LLC23,910$736K0.08%+1,60013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,882$736K<0.01%-22513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,057$679K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC21,601$665K<0.01%-12213F-HRTimeline
Capital Investment Advisory Services, L…19,644$605K0.04%+4,53913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,771$486K<0.01%-147,44813F-HRTimelineGroup
Schneider Downs Wealth Management Advis…15,242$469K0.05%013F-HRTimeline
DAVENPORT & Co LLC14,235$438K<0.01%-23,18513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.13,983$431K0.02%+2,23413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS12,595$388K<0.01%+75913F-HRTimeline
Strategic Financial Concepts, LLC12,416$382K0.09%+1,00013F-HRTimeline
FLOW TRADERS U.S. LLC11,828$364K0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,709$361K0.02%-24113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,133$343K<0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.10,170$314K0.01%new13F-HRTimeline
Financial Council, LLC9,067$279K0.11%new13F-HRTimeline
Betterment LLC7,666$236K<0.01%+25513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,533$170K<0.01%-55613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,174$159K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,500$108K<0.01%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,753$53.7K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,640$50.5K<0.01%013F-HRTimeline
Advisory Services Network, LLC1,230$37.9K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY975$30K<0.01%+74913F-HRTimelineGroup
UBS Group AGin group UBS Group AG893$27.5K<0.01%-92913F-HRTimelineGroup
Abound Wealth Management802$24.7K0.01%new13F-HRTimeline
Sound Income Strategies, LLC500$15.3K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC20$615<0.01%new13F-HRTimeline