Federated Hermes ETF Trust - FLCC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Tulsa Wealth Advisors, INC | History | No change | 926,029 | 32,535 | 4.58% | 4.58% | 1 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 879,960 | 31,933 | 9.02% | 8.4% | 2 | +40,762 | 4.86% | Q3 2026 | Oct 29, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 186,718 | 6,560 | 0.65% | 0.65% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GTS FINANCIAL, LLC | History | No change | 167,719 | 5,079 | 3.7% | 3.7% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 115,170 | 4,046 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 94,296 | 3,422 | 0.01% | 0.01% | 6 | -1,733 | -1.8% | Q3 2026 | Nov 02, 2026 |
| Cox Capital Mgt LLC | History | Added to | 79,993 | 2,902 | 1.63% | 1.56% | 7 | +103 | 0.13% | Q3 2026 | Oct 07, 2026 |
| LPL Financial LLC | History | No change | 71,789 | 2,522 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 46,827 | 1,699 | 0.0% | 0.0% | 9 | +12,455 | 36.24% | Q3 2026 | Oct 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 34,800 | 1,283 | 0.0% | 0.0% | 10 | +5,829 | 20.12% | Q3 2026 | Oct 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 31,325 | 1,100 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 29,911 | 1,085 | 0.01% | 0.0% | 12 | +5,000 | 20.07% | Q3 2026 | Oct 14, 2026 |
| &PARTNERS | History | No change | 28,660 | 1,006 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 25,118 | 911 | 0.57% | 0.47% | 14 | +3,402 | 15.67% | Q3 2026 | Nov 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 25,071 | 880 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,109 | 671 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 17,720 | 622 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 16,113 | 580 | 0.01% | 0.01% | 18 | +119 | 0.74% | Q3 2026 | Nov 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 12,533 | 440 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 12,533 | 440 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | No change | 12,236 | 429 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 11,720 | 411 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 10,675 | 387 | 0.04% | 0.04% | 23 | -1,168 | -9.86% | Q3 2026 | Oct 27, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 1,336 | 48 | 0.01% | 0.01% | 24 | +1 | 0.07% | Q3 2026 | Oct 20, 2026 |
| UBS Group AG | History | No change | 1,109 | 38 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | Reduced | 870 | 31 | 0.0% | 0.0% | 26 | -3,707 | -80.99% | Q3 2026 | Oct 27, 2026 |
| Golden State Wealth Management, LLC | History | New | 134 | 4 | 0.0% | — | 27 | +134 | New | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |