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FLCV FEDERATED HERMES ETF TRUST

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MDT LARGE CAP (fund)

16 managers (16 13F filers) reported a position in FLCV shares at 2026-03-31, 1,376,394 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
16
13F filers
16
New
5
Added
9
Reduced
1
Sold out
3
Shares held by filers
1,376,394

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
Steward Partners Investment Advisory, L…468,971$14.8M0.08%+32,51813F-HRTimeline
Financial Concepts Unlimited, Inc.310,863$9.79M8.78%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…157,216$5M0.01%-6,78713F-HRTimeline
LPL Financial LLC129,817$4.09M<0.01%new13F-HRTimeline
EASTERN BANK93,368$2.94M0.05%+8,73013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,342$1.59M<0.01%+9,15013F-HRTimeline
Allegheny Financial Group45,380$1.43M0.19%+3,63113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC33,375$1.05M0.05%+4,15013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…31,622$996K0.37%+45813F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…17,064$538K0.37%+8,73413F-HRTimeline
LRI Investments, LLC13,631$429K0.04%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,475$298K0.01%+76713F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co7,603$240K0.01%+12513F-HRTimeline
Stonebridge Financial Group, LLC / MO7,007$221K0.19%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO419$12.9K<0.01%new13F-HR/ATimelineGroup
Parkside Financial Bank & Trust241$7.59K<0.01%new13F-HRTimeline