Vault-13

FEDERATED HERMES ETF TRUST FSCC

MDT SMALL CAP · ETP · CUSIP 31423L602

40 institutional holders +7 vs Q1 2026
8,770,7778.8m shares reported held*
$327.2mreported value*
10 new 27 added 2 reduced 3 sold out net bought ≈ $109.8m (+2.9m 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 ($631.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $37.30.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 24: 3Q4 24: 7Q1 25: 7Q2 25: 8Q3 25: 12Q4 25: 23Q1 26: 33Q2 26: 4040Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20243
Q4 20247
Q1 20257
Q2 20258
Q3 202512
Q4 202523
Q1 202633
Q2 202640

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 24: 5 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 6 bought or addedQ1 25: 0 cut or sold outQ2 25: 5 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 10 bought or addedQ3 25: 2 cut or sold outQ4 25: 19 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 32 bought or addedQ1 26: 3 cut or sold outQ2 26: 37 bought or addedQ2 26: 5 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202451
Q1 202560
Q2 202552
Q3 2025102
Q4 2025194
Q1 2026323
Q2 2026375

Biggest buyers

First Financial Bankshares Inc New +738,196+738.2k
ENVESTNET ASSET MANAGEMENT INC Added +421,068+421.1k
Summit Investment Advisory Services, LLC New +416,300+416.3k
LPL Financial LLC Added +360,618+360.6k
&PARTNERS Added +274,617+274.6k
Private Advisor Group, LLC New +147,993+148.0k
Pinnacle Financial Partners, Inc. Added +108,102+108.1k
NICOLET BANKSHARES INC Added +93,484+93.5k
MML INVESTORS SERVICES, LLC Added +93,177+93.2k
TRUIST FINANCIAL CORP Added +59,097+59.1k

Biggest sellers

Cedrus Wealth Group LLC Reduced -48,949-48.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -22,715-22.7k
Waverly Advisors, LLC Sold out -7,059-7.1k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -584-584
MORGAN STANLEY Sold out -9-9

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: TRUIST FINANCIAL CORP (3.5%, 2026-10-22)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,194,1631.2m $44.6m $44.6m 0.01% Added +360.6k +360,618
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,091,6621.1m $40.8m $40.8m 0.01% Added +421.1k +421,068
3 Pinnacle Financial Partners, Inc. 0.26% of their portfolio ATLANTA, GA 1,033,4671.0m $38.6m $38.6m 0.26% Added +108.1k +108,102
4 Intellus Advisors LLC 3.56% of their portfolio NAPLES, FL 784,675784.7k $29.3m $29.3m 3.56% Added +7.7k +7,652
5 First Financial Bankshares Inc 0.52% of their portfolio Abilene, TX 738,196738.2k $27.6m $27.6m 0.52% New
6 NICOLET BANKSHARES INC 0.51% of their portfolio GREEN BAY, WI 435,082435.1k $16.0m $16.0m 0.51% Added +93.5k +93,484
7 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 425,661425.7k $15.9m $15.9m 0.02% Added +59.1k +59,097
8 Summit Investment Advisory Services, LLC 3.90% of their portfolio ROSEVILLE, MN 416,300416.3k $15.5m $15.5m 3.90% New
9 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 398,078398.1k $14.9m $14.9m 0.06% Added +274.6k +274,617
10 Frederick Financial Consultants, LLC 6.15% of their portfolio FREDERICK, MD 388,579388.6k $14.5m $14.5m 6.15% Added +20.7k +20,740
11 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 291,960292.0k $10.9m $10.9m 0.02% Added +93.2k +93,177
12 ELEVATION POINT WEALTH PARTNERS, LLC 0.19% of their portfolio DENVER, CO 269,820269.8k $10.1m $10.1m 0.19% Added +1.4k +1,379
13 Lifestyle Asset Management, Inc. 2.46% of their portfolio FRIENDSWOOD, TX 245,392245.4k $9.2m $9.2m 2.46% Added +27.7k +27,667
14 Financial Concepts Unlimited, Inc. 5.91% of their portfolio CENTREVILLE, ME 201,958202.0k $7.5m $7.5m 5.91% Added +1.0k +1,003
15 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 147,993148.0k $5.5m $5.5m 0.03% New
16 Argent Trust Co 0.12% of their portfolio NASHVILLE, TN 107,024107.0k $4.0m $4.0m 0.12% Added +56.8k +56,833
17 Heritage Trust Co 0.21% of their portfolio OKLAHOMA CITY, OK 63,50363.5k $2.4m $2.4m 0.21% Added +4.4k +4,393
18 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 54,79154.8k $2.0m $2.0m 0.00% New
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 46,28546.3k $1.7m $1.7m 0.00% Added +4.3k +4,272
20 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 39,74439.7k $1.5m $1.5m 0.01% Added +23.2k +23,183
21 Intrua Financial, LLC 0.13% of their portfolio Houston, TX 36,66036.7k $1.4m $1.4m 0.13% Added +33 +33
22 Gladstone Institutional Advisory LLC 0.04% of their portfolio Bedminster, NJ 35,76135.8k $1.3m $1.3m 0.04% Added +11.1k +11,069
23 Towerpoint Wealth, LLC 0.42% of their portfolio SACRAMENTO, CA 32,45732.5k $1.2m $1.2m 0.42% Added +2.0k +2,029
24 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 31,92331.9k $1.2m $1.2m 0.02% Added +160 +160
25 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 31,75631.8k $1.2m $1.2m 0.00% Added +14.5k +14,536
26 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 31,32531.3k $1.2m $1.2m 0.01% Reduced -584 -584
27 Americana Partners, LLC 0.02% of their portfolio Houston, TX 28,87528.9k $1.1m $1.1m 0.02% Added +6.2k +6,200
28 Essex Financial Services, Inc. 0.05% of their portfolio ESSEX, CT 27,81127.8k $1.0m $1.0m 0.05% Added +397 +397
29 FIRST AMERICAN BANK 0.05% of their portfolio DUNDEE, IL 22,42122.4k $837.0k $837.0k 0.05% New
30 HANCOCK WHITNEY CORP 0.01% of their portfolio GULFPORT, MS 22,23122.2k $829.9k $829.9k 0.01% Added +90 +90
31 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 19,78119.8k $738.4k $738.4k 0.00% New
32 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 19,05419.1k $711.3k $711.3k 0.00% Added +309 +309
33 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 16,92116.9k $631.7k $631.7k 0.01% New
34 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,54013.5k $505.4k $505.4k 0.00% Added +250 +250
35 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,29312.3k $458.9k $458.9k 0.00% Added +1.4k +1,396
36 Johnson Financial Group, Inc. 0.01% of their portfolio RACINE, WI 12,20012.2k $455.4k $455.4k 0.01% Unchanged
37 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 10,49910.5k $391.9k $391.9k 0.01% New
38 Cedrus Wealth Group LLC 0.21% of their portfolio ANDOVER, MN 6,4886.5k $242.2k $242.2k 0.21% Reduced -48.9k -48,949
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,0801.1k $39.8k $39.8k 0.00% New
40 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 289289 $10.8k $10.8k 0.00% New