Federated Hermes ETF Trust - MKTN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FEDERATED HERMES, INC. | History | No change | 1,738,712 | 45,154 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 545,909 | 15,236 | 6.33% | 5.78% | 2 | +21,013 | 4.0% | Q3 2026 | Oct 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 235,730 | 6,579 | 0.01% | 0.01% | 3 | +44,017 | 22.96% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 216,591 | 5,624 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Financial Concepts Unlimited, Inc. | History | No change | 202,773 | 5,266 | 4.13% | 4.13% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 178,858 | 4,991 | 0.19% | 0.16% | 6 | +26,846 | 17.66% | Q3 2026 | Oct 23, 2026 |
| Hilltop Holdings Inc. | History | No change | 146,267 | 3,798 | 0.29% | 0.29% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 118,842 | 3,316 | 0.34% | 0.35% | 8 | -7,669 | -6.06% | Q3 2026 | Oct 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 38,234 | 1,067 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Arkadios Wealth Advisors | History | No change | 35,161 | 913 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 30,513 | 792 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 26,925 | 751 | 0.01% | — | 12 | +26,925 | New | Q3 2026 | Oct 16, 2026 |
| Dakota Wealth Management | History | No change | 28,358 | 736 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Solutions Group, LLC | History | New | 25,617 | 714 | 0.15% | — | 14 | +25,617 | New | Q3 2026 | Oct 14, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 22,100 | 616 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 21,398 | 555 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 12,492 | 348 | 0.0% | — | 17 | +12,492 | New | Q3 2026 | Nov 02, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 10,055 | 280 | 0.02% | — | 18 | +10,055 | New | Q3 2026 | Oct 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 9,709 | 252 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MMA ASSET MANAGEMENT LLC | History | New | 8,740 | 243 | 0.08% | — | 20 | +8,740 | New | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,852 | 229 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 2,406 | 67 | 0.02% | 0.01% | 22 | +1,613 | 203.4% | Q3 2026 | Oct 30, 2026 |
| Sankala Group LLC | History | No change | 900 | 24 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 463 | 12 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |