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Federated Hermes U.S. Strategic Dividend ETF (FDV) Institutional Ownership

$33.85 +0.05 (+0.15%)
As of 03:34 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Federated Hermes U.S. Strategic Dividend ETF (NYSEARCA:FDV)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$169.68M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$7.45M
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FDV Institutional Buying and Selling by Quarter

Federated Hermes U.S. Strategic Dividend ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wealthcare Advisory Partners LLC74,620$2.34M0.0%+3.7%0.287%
6/3/2026 NewEdge Advisors LLC273,726$8.43M0.0%-3.4%1.150%
5/19/2026 Bank of America Corp DE505,238$15.56M0.0%+8.1%2.123%
5/19/2026 IFS Group LLC29,238$901K0.8%N/A0.123%
5/18/2026 Royal Bank of Canada312,281$9.62M0.0%-9.2%1.312%
5/15/2026 Gateway Wealth Partners LLC28,596$881K0.0%+156.0%0.120%
5/14/2026 Ascension Capital Advisors Inc.1,306,439$40.24M12.7%-0.7%5.489%
5/13/2026 Cetera Investment Advisers179,067$5.52M0.0%-14.1%0.752%
5/13/2026 Signature Equity Partners LLC41,093$1.27M0.7%-1.1%0.173%
5/5/2026 Sanctuary Advisors LLC46,540$1.43M0.0%-9.7%0.196%
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5/1/2026 Fifth Third Bancorp3,500$108K0.0%N/A0.015%
4/27/2026 Private Advisor Group LLC216,263$6.66M0.0%+4.2%1.020%
4/24/2026 Essex Financial Services Inc.13,983$431K0.0%+19.0%0.066%
4/23/2026 Intrua Financial LLC23,910$736K0.1%+7.2%0.113%
4/22/2026 Janney Montgomery Scott LLC120,383$3.71M0.0%+10.3%0.576%
4/21/2026 Financial Council LLC9,067$279K0.1%N/A0.043%
3/17/2026 Rockefeller Capital Management L.P.324,110$9.27M0.0%+60.4%1.645%
2/18/2026 NewEdge Advisors LLC283,385$8.11M0.0%+4.7%1.439%
2/18/2026 Claro Advisors Inc.26,941$771K0.1%+23.9%0.137%
2/17/2026 Cetera Investment Advisers208,523$5.97M0.0%-2.9%1.058%
2/17/2026 Hilltop Holdings Inc.43,660$1.25M0.1%-4.8%0.222%
2/17/2026 Equitable Holdings Inc.133,117$3.81M0.0%+15.3%0.676%
2/17/2026 Osaic Holdings Inc.331,637$9.49M0.0%+6.5%1.683%
2/17/2026 Private Advisor Group LLC207,517$5.94M0.0%+22.8%1.053%
2/17/2026 &PARTNERS43,119$1.23M0.0%+22.7%0.219%
2/17/2026 Royal Bank of Canada343,919$9.84M0.0%+78.5%1.746%
2/13/2026 Stifel Financial Corp163,219$4.67M0.0%-11.1%0.829%
2/13/2026 Focused Alpha LLC125,149$3.58M1.1%N/A0.635%
2/13/2026 Integrated Wealth Concepts LLC82,535$2.36M0.0%-55.8%0.419%
2/12/2026 Commonwealth Equity Services LLC96,054$2.75M0.0%+8.5%0.488%
2/12/2026 Federated Hermes Inc.913,481$26.14M0.0%N/A4.637%
2/12/2026 Steward Partners Investment Advisory LLC271,186$7.76M0.0%+10.4%1.377%
2/12/2026 Betterment LLC7,411$212K0.0%N/A0.038%
2/12/2026 Great Valley Advisor Group Inc.1,742,820$49.86M1.0%+9.3%8.847%
2/11/2026 Zions Bancorporation National Association UT103,750$2.97M0.1%N/A0.527%
2/11/2026 Janney Montgomery Scott LLC109,137$3.12M0.0%+36.4%0.554%
2/11/2026 LPL Financial LLC2,621,893$75.01M0.0%+16.0%13.309%
2/11/2026 JPMorgan Chase & Co.670,160$19.17M0.0%N/A3.402%
2/10/2026 Ascension Capital Advisors Inc.1,316,195$37.66M12.9%+16.3%6.681%
2/10/2026 Northwestern Mutual Wealth Management Co.5,174$148K0.0%+590.8%0.026%
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2/9/2026 Diversified Portfolios Inc.19,778$566K0.0%N/A0.100%
2/9/2026 Strategic Financial Concepts LLC11,416$327K0.3%N/A0.058%
2/6/2026 HighTower Advisors LLC21,723$622K0.0%+1.7%0.110%
2/5/2026 Thrivent Financial for Lutherans1,758,936$50.88M0.1%+5.4%8.929%
2/2/2026 Truist Financial Corp446,610$12.78M0.0%+24.2%2.244%
1/29/2026 Sanctuary Advisors LLC51,520$1.47M0.0%-13.3%0.259%
1/28/2026 Kingswood Wealth Advisors LLC11,950$342K0.0%+4.4%0.060%
1/23/2026 Fourpath Capital Management LLC764,509$21.87M3.0%+27.4%3.861%
1/21/2026 Capital Investment Advisory Services LLC15,105$432K0.0%N/A0.076%
1/14/2026 Lantz Financial LLC393,055$11.25M2.4%+15.3%1.955%
1/14/2026 Wealthcare Advisory Partners LLC43,503$1.25M0.0%+0.9%0.215%
1/12/2026 DAVENPORT & Co LLC37,420$1.07M0.0%+155.8%0.185%
1/8/2026 Wealth Enhancement Advisory Services LLC87,391$2.53M0.0%-4.0%0.426%
11/17/2025 NewEdge Advisors LLC270,744$7.75M0.0%+5.3%1.631%
11/17/2025 Integrated Wealth Concepts LLC186,691$5.34M0.0%+11.4%1.125%
11/17/2025 Bank of America Corp DE219,318$6.28M0.0%+1,765.1%1.321%
11/14/2025 Raymond James Financial Inc.2,233,799$63.93M0.0%+2.3%13.457%
11/14/2025 Equitable Holdings Inc.115,420$3.30M0.0%+17.6%0.695%
11/14/2025Comerica Bank3,500$100K0.0%N/A0.021%
11/13/2025 Private Advisor Group LLC168,951$4.84M0.0%+1.3%1.018%
11/12/2025 Claro Advisors LLC21,742$622K0.1%+12.6%0.131%
11/10/2025 Colonial Trust Co SC1,753$50K0.0%N/A0.011%
11/10/2025 Ascension Capital Advisors Inc.1,131,697$32.39M12.6%+0.4%6.817%
11/7/2025 Essex Financial Services Inc.11,823$338K0.0%-11.5%0.071%
11/7/2025 Wealthcare Advisory Partners LLC43,113$1.23M0.0%+2.4%0.260%
11/6/2025 Lantz Financial LLC340,925$9.76M2.2%+9.8%2.054%
11/5/2025 Envestnet Asset Management Inc.567,040$16.23M0.0%+17.7%3.416%
11/4/2025 Jones Financial Companies Lllp36,946$1.06M0.0%+383.3%0.223%
11/4/2025 Thrivent Financial for Lutherans1,669,008$47.77M0.1%N/A10.054%
11/3/2025 Truist Financial Corp359,662$10.29M0.0%+9.3%2.167%
10/29/2025 Wealth Enhancement Advisory Services LLC91,011$2.61M0.0%-18.7%0.555%
10/29/2025 Intrua Financial LLC22,010$630K0.1%+4.1%0.134%
10/23/2025 Kingswood Wealth Advisors LLC11,442$327K0.0%+15.2%0.070%
10/22/2025 Gladstone Institutional Advisory LLC24,467$700K0.0%+14.9%0.150%
10/21/2025 Global Retirement Partners LLC27,035$774K0.0%-3.5%0.166%
10/14/2025 Fourpath Capital Management LLC600,013$17.17M2.4%+44.5%3.727%
9/4/2025 Osaic Holdings Inc.289,522$7.95M0.0%+6.7%1.930%
8/15/2025 Equitable Holdings Inc.98,185$2.70M0.0%+32.6%0.655%
8/15/2025 Great Valley Advisor Group Inc.1,526,881$41.93M0.9%+14.5%10.179%
8/15/2025 Bank of America Corp DE11,759$323K0.0%+29.3%0.078%
8/14/2025 Jane Street Group LLC25,120$690K0.0%N/A0.167%
8/14/2025 Raymond James Financial Inc.2,182,715$59.94M0.0%+283.0%14.551%
8/14/2025 NewEdge Advisors LLC257,106$7.06M0.0%+8.5%1.714%
8/13/2025 Gateway Wealth Partners LLC11,402$313K0.1%+4.7%0.076%
8/12/2025 Steward Partners Investment Advisory LLC216,254$5.94M0.0%+7.0%1.442%
8/12/2025 Global Retirement Partners LLC28,018$769K0.0%N/A0.187%
8/8/2025 Rockefeller Capital Management L.P.136,341$3.74M0.0%-1.8%0.922%
8/8/2025 Cetera Investment Advisers187,410$5.15M0.0%+67.3%1.267%
8/8/2025 Intrua Financial LLC21,150$581K0.1%+113.6%0.143%
8/7/2025 Ascension Capital Advisors Inc.1,127,603$30.96M12.9%+0.7%7.624%
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8/5/2025 Claro Advisors LLC19,310$530K0.1%+13.0%0.131%
8/1/2025 Envestnet Asset Management Inc.481,953$13.23M0.0%+15.7%3.259%
7/29/2025 Private Trust Co. NA1,663$46K0.0%-49.8%0.011%
7/25/2025Priebe Wealth Holdings LLC39,775$1.09M0.9%-5.8%0.269%
7/24/2025 Fourpath Capital Management LLC415,373$11.41M1.8%N/A2.808%
7/23/2025 Kingswood Wealth Advisors LLC9,934$273K0.0%+8.3%0.067%
7/22/2025 Wealthcare Advisory Partners LLC42,108$1.16M0.0%+3.3%0.285%
7/18/2025 Truist Financial Corp329,050$9.04M0.0%+7.7%2.226%
7/17/2025 Janney Montgomery Scott LLC61,617$1.69M0.0%+23.0%0.420%
7/11/2025 Lantz Financial LLC310,417$8.52M2.1%+12.1%2.155%


FDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 65 institutional investors and hedge funds held shares of Federated Hermes U.S. Strategic Dividend ETF. The most heavily invested institutionals were LPL Financial LLC ($75.01M), Raymond James Financial Inc. ($63.93M), Thrivent Financial for Lutherans ($50.88M), Great Valley Advisor Group Inc. ($49.86M), Ascension Capital Advisors Inc. ($40.24M), Federated Hermes Inc. ($26.14M), and Fourpath Capital Management LLC ($21.87M).Learn more on Federated Hermes U.S. Strategic Dividend ETF's institutional investors.

Of the 61 institutional investors that purchased Federated Hermes U.S. Strategic Dividend ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.77M), Thrivent Financial for Lutherans ($1.82M), LPL Financial LLC ($1.54M), Federated Hermes Inc. ($913.48K), Fourpath Capital Management LLC ($764.51K), JPMorgan Chase & Co. ($670.16K), and Raymond James & Associates ($345.09K).

Institutional investors have bought a total of 5,921,032 shares in the last 24 months. This purchase volume represents approximately $169.68M in transactions.

Of the 12 institutional investors that sold Federated Hermes U.S. Strategic Dividend ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Integrated Wealth Concepts LLC ($104.16K), Cetera Investment Advisers ($35.63K), Royal Bank of Canada ($31.64K), Wealth Enhancement Advisory Services LLC ($24.51K), Stifel Financial Corp ($20.41K), Sanctuary Advisors LLC ($12.90K), and Ascension Capital Advisors Inc. ($9.76K).

Institutional investors have sold a total of 253,820 shares in the last 24 months. This volume of shares sold represents approximately $7.45M in transactions.


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Institutional ownership data for NYSEARCA:FDV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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