Institutional Ownership Federated Hermes ETF Tr U S St (FDV)
This table provides information about the institutional ownership of Federated Hermes ETF Tr U S St (FDV). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 4 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
991,283
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
442,681
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
429,644
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 408.1%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
222,812
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 39.47%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
191,217
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.21%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
189,315
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 30.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
166,009
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 6.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
161,324
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
152,292
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
136,462
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
136,343
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 15.41%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
135,101
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 7.27%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
130,715
shares
|
$0
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
114,908
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 154.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
65,377
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 73.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
64,187
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 10.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
35,434
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 293.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
32,639
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
25,624
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
25,325
shares
|
$0
0.51% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
23,255
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 6.47%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
18,682
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
17,718
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Aug 07, 2024 Q2 2024 |
15,242
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
14,727
shares
|
$0
0.02% of portfolio
|
Q2 2024
New holding
|