Federated Hermes ETF Trust - FLCV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | History | Added to | 436,453 | 13,578 | 0.07% | 0.07% | 1 | +63,601 | 17.06% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 164,003 | 5,240 | 0.01% | 0.01% | 2 | -204 | -0.12% | Q4 2025 | Jan 08, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 125,072 | 3,891 | 0.03% | — | 3 | +125,072 | New | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 95,000 | 2,951 | 0.0% | 0.01% | 4 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | Added to | 84,638 | 2,633 | 0.05% | 0.05% | 5 | +1,464 | 1.76% | Q4 2025 | Jan 14, 2026 |
| Allegheny Financial Group | History | New | 41,749 | 1,298 | 0.19% | — | 6 | +41,749 | New | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 41,192 | 1,281 | 0.0% | 0.0% | 7 | +10,120 | 32.57% | Q4 2025 | Feb 12, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 31,164 | 969 | 0.35% | 0.34% | 8 | +259 | 0.84% | Q4 2025 | Jan 26, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 29,225 | 909 | 0.04% | 0.06% | 9 | -3,500 | -10.7% | Q4 2025 | Jan 28, 2026 |
| Capital Analysts, LLC | History | Added to | 8,708 | 271 | 0.01% | 0.0% | 10 | +6,915 | 385.67% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,359 | 260 | 0.0% | — | 11 | +8,359 | New | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 8,330 | 259 | 0.17% | 0.13% | 12 | +2,168 | 35.18% | Q4 2025 | Feb 11, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 7,478 | 234 | 0.01% | 0.01% | 13 | +828 | 12.45% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 07, 2025 |