| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 3% | -66% | $1,698,007 | -$609,991 | 52,973 | -26% | TRUIST FINANCIAL CORP | 30 Sep 2025 |
As of 31 Dec 2025, 16 institutional investors reported holding 1,058,489 shares of Federated Hermes ETF Trust - Exchange Traded Fund (FLCC). This represents 60% of the company’s total 1,765,767 outstanding shares.
The largest institutional shareholders of Federated Hermes ETF Trust - Exchange Traded Fund (FLCC) together control 60% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlueStem Wealth Partners, LLC | 23% | 406,416 | +3.8% | 1.5% | $13,204,903 |
| Cambridge Investment Research Advisors, Inc. | 8.2% | 144,984 | +8.6% | 0.01% | $4,711,000 |
| Delta Investment Management, LLC | 7.5% | 132,392 | -69% | 0.75% | $4,301,562 |
| VICTORY FINANCIAL GROUP, LLC | 6% | 106,819 | -30% | 0.44% | $3,470,667 |
| Cox Capital Mgt LLC | 4.5% | 78,859 | +0.47% | 1.6% | $2,593,276 |
| TRUIST FINANCIAL CORP | 2.8% | 49,599 | -6.4% | 0% | $1,611,526 |
| Steward Partners Investment Advisory, LLC | 1.8% | 31,058 | +6.9% | 0.01% | $1,009,109 |
| &PARTNERS | 1.4% | 23,945 | +3.8% | 0% | $777,999 |
| DAVENPORT & Co LLC | 1.2% | 20,786 | +79% | 0% | $675,353 |
| ENVESTNET ASSET MANAGEMENT INC | 1.2% | 20,730 | -14% | 0% | $673,541 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.99% | 17,542 | 0% | $579,929 | |
| Focus Partners Advisor Solutions, LLC | 0.61% | 10,855 | 0% | $352,691 | |
| Brady Martz Wealth Solutions, LLC | 0.61% | 10,855 | 0.06% | $352,691 | |
| Kestra Advisory Services, LLC | 0.12% | 2,200 | 0% | $71,480 | |
| Wilkerson Advisory Group LLC | 0.08% | 1,329 | 0% | 0.02% | $43,181 |
| UBS Group AG | 0.01% | 120 | -53% | 0% | $3,899 |
| JPMORGAN CHASE & CO | 0% | 0 | -100% | $0 | |
| Advisory Services Network, LLC | 0% | 0 | -100% | $0 | |
| FEDERATED HERMES, INC. | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,058,489 | $34,432,807 | -$11,701,830 | $32.49 | 16 |
| 2025 Q3 | 1,418,923 | $45,482,101 | +$26,292,136 | $32.05 | 14 |
| 2025 Q2 | 599,686 | $18,161,205 | +$1,282,292 | $30.29 | 9 |
| 2025 Q1 | 557,337 | $15,032,774 | +$1,624,195 | $26.98 | 7 |
| 2024 Q4 | 497,132 | $13,930,097 | +$11,268,197 | $28.00 | 6 |
| 2024 Q3 | 95,000 | $2,555,500 | +$2,555,500 | $26.90 | 1 |