Vault-13

FEDERATED HERMES ETF TRUST FLCC

MDT LARGE CAP · ETP · CUSIP 31423L503

28 institutional holders +10 vs Q1 2026
2,896,3072.9m shares reported held*
$101.0mreported value*
11 new 8 added 9 reduced 1 sold out net bought ≈ $60.1m (+1.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $34.86.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 24: 2Q4 24: 7Q1 25: 8Q2 25: 10Q3 25: 14Q4 25: 16Q1 26: 18Q2 26: 2828Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20242
Q4 20247
Q1 20258
Q2 202510
Q3 202514
Q4 202516
Q1 202618
Q2 202628

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q4 24: 4 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 5 bought or addedQ1 25: 2 cut or sold outQ2 25: 5 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 6 cut or sold outQ4 25: 10 bought or addedQ4 25: 8 cut or sold outQ4 25Q1 26: 13 bought or addedQ1 26: 7 cut or sold outQ2 26: 19 bought or addedQ2 26: 10 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202440
Q1 202552
Q2 202553
Q3 202596
Q4 2025108
Q1 2026137
Q2 20261910

Biggest buyers

Tulsa Wealth Advisors, INC New +926,029+926.0k
Spectrum Wealth Advisory Group, LLC New +839,198+839.2k
RAYMOND JAMES FINANCIAL INC Added +93,161+93.2k
Cambridge Investment Research Advisors, Inc. Added +52,814+52.8k
1620 INVESTMENT ADVISORS, INC. Added +20,416+20.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +19,109+19.1k
Proactive Wealth Strategies LLC New +17,720+17.7k
Prospera Financial Services Inc New +15,994+16.0k
Cetera Investment Advisers New +12,236+12.2k
CITADEL ADVISORS LLC New +11,720+11.7k

Biggest sellers

LPL Financial LLC Reduced -286,401-286.4k
BlueStem Wealth Partners, LLC Reduced -12,830-12.8k
VICTORY FINANCIAL GROUP, LLC Reduced -8,417-8.4k
Brady Martz Wealth Solutions, LLC Reduced -1,537-1.5k
Focus Partners Advisor Solutions, LLC Reduced -1,537-1.5k
Steward Partners Investment Advisory, LLC Reduced -1,109-1.1k
Cox Capital Mgt LLC Reduced -1,097-1.1k
Advisory Services Network, LLC Sold out -400-400
&PARTNERS Reduced -188-188
Wilkerson Advisory Group LLC Reduced -1-1

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Tulsa Wealth Advisors, INC 4.58% of their portfolio TULSA, OK 926,029926.0k $32.5m $32.5m 4.58% New
2 Spectrum Wealth Advisory Group, LLC 8.40% of their portfolio GRANITE BAY, CA 839,198839.2k $29.5m $29.5m 8.40% New
3 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 192,058192.1k $6.7m $6.7m 0.01% Added +52.8k +52,814
4 BlueStem Wealth Partners, LLC 0.65% of their portfolio MINNETONKA, MN 186,718186.7k $6.6m $6.6m 0.65% Reduced -12.8k -12,830
5 GTS FINANCIAL, LLC 3.70% of their portfolio BLOOMINGTON, MN 167,719167.7k $5.1m $5.1m 3.70% Added +2.2k +2,232
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 115,170115.2k $4.0m $4.0m 0.00% Added +93.2k +93,161
7 Cox Capital Mgt LLC 1.56% of their portfolio ANDOVER, MA 79,89079.9k $2.8m $2.8m 1.56% Reduced -1.1k -1,097
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 71,78971.8k $2.5m $2.5m 0.00% Reduced -286.4k -286,401
9 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 34,37234.4k $1.2m $1.2m 0.00% Added +826 +826
10 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 31,32531.3k $1.1m $1.1m 0.01% Reduced -1.1k -1,109
11 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 28,97129.0k $1.0m $1.0m 0.00% Added +4.1k +4,060
12 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 28,66028.7k $1.0m $1.0m 0.00% Reduced -188 -188
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 25,07125.1k $880.9k $880.9k 0.00% Added +2.4k +2,415
14 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 24,91124.9k $875.2k $875.2k 0.00% Added +1.5k +1,500
15 1620 INVESTMENT ADVISORS, INC. 0.47% of their portfolio PLYMOUTH, MA 21,71621.7k $763.0k $763.0k 0.47% Added +20.4k +20,416
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,10919.1k $671.4k $671.4k 0.00% New
17 Proactive Wealth Strategies LLC 0.10% of their portfolio MARIETTA, GA 17,72017.7k $622.6k $622.6k 0.10% New
18 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 15,99416.0k $561.9k $561.9k 0.01% New
19 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 12,53312.5k $440.3k $440.3k 0.00% Reduced -1.5k -1,537
20 Brady Martz Wealth Solutions, LLC 0.07% of their portfolio GRAND FORKS, ND 12,53312.5k $440.3k $440.3k 0.07% Reduced -1.5k -1,537
21 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,23612.2k $429.9k $429.9k 0.00% New
22 VICTORY FINANCIAL GROUP, LLC 0.04% of their portfolio AUSTIN, TX 11,84311.8k $416.1k $416.1k 0.04% Reduced -8.4k -8,417
23 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,72011.7k $411.8k $411.8k 0.00% New
24 BOKF, NA 0.00% of their portfolio TULSA, OK 4,5774.6k $160.8k $160.8k 0.00% New
25 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,0002.0k $70.3k $70.3k 0.00% New
26 Wilkerson Advisory Group LLC 0.01% of their portfolio COLUMBIA, MO 1,3351.3k $46.9k $46.9k 0.01% Reduced -1 -1
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,1091.1k $39.0k $39.0k 0.00% New
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11 $35 $35 0.00% New