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 46 institutions that hold shares in the stock, with a total of 5.92 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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
19,141
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
18,303
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
17,718
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
16,954
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
16,873
shares
|
$0
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
15,242
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
12,509
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
11,278
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
11,166
shares
|
$0
0.02% of portfolio
|
Q4 2024
Reduced 17.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,880
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 12.06%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,742
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
10,651
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
9,885
shares
|
$0
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5,029
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 17.2%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,150
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,087
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
965
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
570
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
200
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
176
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|