Vault-13

FEDERATED HERMES ETF TRUST FLCG

MDT LARGE CAP · ETP · CUSIP 31423L800

33 institutional holders +0 vs Q1 2026
15,656,54415.7m shares reported held*
$521.5mreported value*
7 new 18 added 7 reduced 5 sold out net bought ≈ $83.5m (+2.5m 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 ≈ $33.31.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 24: 2Q4 24: 10Q1 25: 10Q2 25: 17Q3 25: 18Q4 25: 27Q1 26: 33Q2 26: 3333Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20242
Q4 202410
Q1 202510
Q2 202517
Q3 202518
Q4 202527
Q1 202633
Q2 202633

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 24: 8 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 8 bought or addedQ1 25: 3 cut or sold outQ2 25: 10 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 12 bought or addedQ3 25: 7 cut or sold outQ4 25: 20 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 24 bought or addedQ1 26: 9 cut or sold outQ2 26: 25 bought or addedQ2 26: 12 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202480
Q1 202583
Q2 2025104
Q3 2025127
Q4 2025204
Q1 2026249
Q2 20262512

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +992,906+992.9k
Summit Investment Advisory Services, LLC New +796,716+796.7k
LPL Financial LLC Added +545,180+545.2k
DAVENPORT & Co LLC New +168,682+168.7k
Rubicon Advisors, GP New +140,880+140.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +41,225+41.2k
MML INVESTORS SERVICES, LLC Added +26,618+26.6k
JANE STREET GROUP, LLC New +23,722+23.7k
Integrated Wealth Concepts LLC Added +22,045+22.0k
Somerset Trust Co Added +9,638+9.6k

Biggest sellers

Independent Advisor Alliance Sold out -112,220-112.2k
RAYMOND JAMES FINANCIAL INC Reduced -82,439-82.4k
Kestra Advisory Services, LLC Reduced -45,646-45.6k
Cedrus Wealth Group LLC Sold out -37,034-37.0k
ROYAL BANK OF CANADA Reduced -7,999-8.0k
TRUIST FINANCIAL CORP Sold out -6,816-6.8k
BENJAMIN EDWARDS INC Reduced -3,710-3.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -2,123-2.1k
UBS Group AG Sold out -1,092-1.1k
FLOW TRADERS U.S. LLC Reduced -683-683

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.26% of their portfolio WALTHAM, MA 6,239,9206.2m $207.9m $207.9m 0.26% Added +41.2k +41,225
2 Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio FAIRFIELD, IA 1,817,8321.8m $60.6m $60.6m 0.07% Added +992.9k +992,906
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,666,9751.7m $55.5m $55.5m 0.01% Added +545.2k +545,180
4 BENJAMIN EDWARDS INC 0.41% of their portfolio Clayton, MO 1,333,9321.3m $44.4m $44.4m 0.41% Reduced -3.7k -3,710
5 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,006,5781.0m $33.5m $33.5m 0.01% Reduced -82.4k -82,439
6 Kestra Advisory Services, LLC 0.10% of their portfolio AUSTIN, TX 933,563933.6k $31.1m $31.1m 0.10% Reduced -45.6k -45,646
7 Summit Investment Advisory Services, LLC 6.66% of their portfolio ROSEVILLE, MN 796,716796.7k $26.5m $26.5m 6.66% New
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 353,511353.5k $11.8m $11.8m 0.00% Reduced -2.1k -2,123
9 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 351,546351.5k $11.7m $11.7m 0.02% Added +26.6k +26,618
10 MGO ONE SEVEN LLC 0.11% of their portfolio Beachwood, OH 196,397196.4k $6.5m $6.5m 0.11% Added +5.1k +5,068
11 DAVENPORT & Co LLC 0.03% of their portfolio RICHMOND, VA 168,682168.7k $5.6m $5.6m 0.03% New
12 Rubicon Advisors, GP 3.42% of their portfolio REDDING, CA 140,880140.9k $4.7m $4.7m 3.42% New
13 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 116,692116.7k $3.9m $3.9m 0.02% Added +1.2k +1,237
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 96,44296.4k $3.2m $3.2m 0.00% Reduced -8.0k -7,999
15 Stegent Equity Advisors, Inc. 1.87% of their portfolio HOUSTON, TX 78,27378.3k $2.6m $2.6m 1.87% Added +8.1k +8,107
16 Towerpoint Wealth, LLC 0.83% of their portfolio SACRAMENTO, CA 72,05072.0k $2.4m $2.4m 0.83% Added +3.1k +3,095
17 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 51,63251.6k $1.7m $1.7m 0.00% Added +2.1k +2,086
18 Somerset Trust Co 0.39% of their portfolio SOMERSET, PA 41,16741.2k $1.4m $1.4m 0.39% Added +9.6k +9,638
19 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 32,11632.1k $1.1m $1.1m 0.01% Added +22.0k +22,045
20 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 27,35727.4k $911.3k $911.3k 0.01% Added +47 +47
21 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 26,91226.9k $896.4k $896.4k 0.00% Added +8.7k +8,683
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 23,72223.7k $790.2k $790.2k 0.00% New
23 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 23,64123.6k $787.5k $787.5k 0.03% Added +1.7k +1,700
24 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 21,69221.7k $722.0k $722.0k 0.02% Added +4.6k +4,576
25 Pine Valley Investments Ltd Liability Co 0.02% of their portfolio MARLTON, NJ 17,26717.3k $575.2k $575.2k 0.02% Added +2.9k +2,948
26 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 9,4829.5k $316.0k $316.0k 0.01% Reduced -683 -683
27 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 6,4536.5k $214.9k $214.9k 0.00% Added +284 +284
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,3502.4k $77.4k $77.4k 0.00% Added +1.5k +1,506
29 Prosperity Bancshares Inc 0.02% of their portfolio Houston, TX 980980 $32.6k $32.6k 0.02% New
30 Wilkerson Advisory Group LLC 0.01% of their portfolio COLUMBIA, MO 939939 $31.3k $31.3k 0.01% Unchanged
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 551551 $18.4k $18.4k 0.00% New
32 Horizon Investments, LLC 0.00% of their portfolio Charlotte, NC 293293 $9.8k $9.8k 0.00% Reduced -293 -293
33 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11 $33 $33 0.00% New