Federated Hermes Equity Funds - SVAIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | History | Reduced | 653,431 | 4,534 | 0.14% | 0.17% | 1 | -26,310 | -3.87% | Q2 2026 | Jul 09, 2026 |
| Ethos Financial Group, LLC | History | New | 551,453 | 4,058 | 0.27% | — | 2 | +551,453 | New | Q2 2026 | Aug 07, 2026 |
| Oakworth Capital, Inc. | History | Added to | 7,023 | 48 | 0.0% | 0.0% | 3 | +73 | 1.05% | Q2 2026 | Jul 22, 2026 |
| Arvest Bank Trust Division | History | Closed out | 0 | 0 | — | 0.01% | — | -35,743 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PSI Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,630 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -15,230 | -100.0% | Q2 2026 | Aug 11, 2026 |
| McIlrath & Eck, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |