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

$33.55 +0.21 (+0.63%)
As of 07/28/2026 04:10 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)
49
Total
Institutional Inflows
(last 12 months)
$226.87M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$7.52M
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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%
6/3/2026NewEdge Advisors LLC273,726$8.43M0.0%-3.4%1.150%
5/19/2026Bank of America Corp DE505,238$15.56M0.0%+8.1%2.123%
5/19/2026 IFS Group LLC29,238$901K0.8%N/A0.123%
5/18/2026Royal Bank of Canada312,281$9.62M0.0%-9.2%1.312%
5/15/2026Gateway Wealth Partners LLC28,596$881K0.0%+156.0%0.120%
5/14/2026Ascension Capital Advisors Inc.1,306,439$40.24M12.7%-0.7%5.489%
5/13/2026Cetera Investment Advisers179,067$5.52M0.0%-14.1%0.752%
5/13/2026Signature Equity Partners LLC41,093$1.27M0.7%-1.1%0.173%
5/5/2026Sanctuary Advisors LLC46,540$1.43M0.0%-9.7%0.196%
5/1/2026Fifth Third Bancorp3,500$108K0.0%N/A0.015%
4/27/2026 Private Advisor Group LLC216,263$6.66M0.0%+4.2%1.020%
4/24/2026Essex Financial Services Inc.13,983$431K0.0%+19.0%0.066%
4/23/2026 Intrua Financial LLC23,910$736K0.1%+7.2%0.113%
4/22/2026Janney Montgomery Scott LLC120,383$3.71M0.0%+10.3%0.576%
4/21/2026Financial Council LLC9,067$279K0.1%N/A0.043%
3/17/2026Rockefeller Capital Management L.P.324,110$9.27M0.0%+60.4%1.645%
2/18/2026NewEdge Advisors LLC283,385$8.11M0.0%+4.7%1.439%
2/18/2026Claro Advisors Inc.26,941$771K0.1%+23.9%0.137%
2/17/2026Cetera Investment Advisers208,523$5.97M0.0%-2.9%1.058%
2/17/2026Hilltop Holdings Inc.43,660$1.25M0.1%-4.8%0.222%
2/17/2026Equitable Holdings Inc.133,117$3.81M0.0%+15.3%0.676%
2/17/2026Osaic 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%
2/17/2026Royal Bank of Canada343,919$9.84M0.0%+78.5%1.746%
2/13/2026Stifel Financial Corp163,219$4.67M0.0%-11.1%0.829%
2/13/2026Focused Alpha LLC125,149$3.58M1.1%N/A0.635%
2/13/2026Integrated Wealth Concepts LLC82,535$2.36M0.0%-55.8%0.419%
2/12/2026Commonwealth Equity Services LLC96,054$2.75M0.0%+8.5%0.488%
2/12/2026Federated Hermes Inc.913,481$26.14M0.0%N/A4.637%
2/12/2026Steward Partners Investment Advisory LLC271,186$7.76M0.0%+10.4%1.377%
2/12/2026Betterment LLC7,411$212K0.0%N/A0.038%
2/12/2026Great Valley Advisor Group Inc.1,742,820$49.86M1.0%+9.3%8.847%
2/11/2026Zions Bancorporation National Association UT103,750$2.97M0.1%N/A0.527%
2/11/2026Janney Montgomery Scott LLC109,137$3.12M0.0%+36.4%0.554%
2/11/2026LPL Financial LLC2,621,893$75.01M0.0%+16.0%13.309%
2/11/2026JPMorgan Chase & Co.670,160$19.17M0.0%N/A3.402%
2/10/2026Ascension Capital Advisors Inc.1,316,195$37.66M12.9%+16.3%6.681%
2/10/2026Northwestern Mutual Wealth Management Co.5,174$148K0.0%+590.8%0.026%
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2/9/2026Diversified Portfolios Inc.19,778$566K0.0%N/A0.100%
2/9/2026Strategic Financial Concepts LLC11,416$327K0.3%N/A0.058%
2/6/2026HighTower Advisors LLC21,723$622K0.0%+1.7%0.110%
2/5/2026Thrivent Financial for Lutherans1,758,936$50.88M0.1%+5.4%8.929%
2/2/2026Truist Financial Corp446,610$12.78M0.0%+24.2%2.244%
1/29/2026Sanctuary 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%
11/17/2025NewEdge Advisors LLC270,744$7.75M0.0%+5.3%1.631%
11/17/2025Integrated Wealth Concepts LLC186,691$5.34M0.0%+11.4%1.125%
11/17/2025Bank of America Corp DE219,318$6.28M0.0%+1,765.1%1.321%
11/14/2025Raymond James Financial Inc.2,233,799$63.93M0.0%+2.3%13.457%
11/14/2025Equitable 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%
11/12/2025Claro Advisors LLC21,742$622K0.1%+12.6%0.131%
11/10/2025Colonial Trust Co SC1,753$50K0.0%N/A0.011%
11/10/2025Ascension Capital Advisors Inc.1,131,697$32.39M12.6%+0.4%6.817%
11/7/2025Essex 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%
11/5/2025Envestnet Asset Management Inc.567,040$16.23M0.0%+17.7%3.416%
11/4/2025Jones Financial Companies Lllp36,946$1.06M0.0%+383.3%0.223%
11/4/2025Thrivent Financial for Lutherans1,669,008$47.77M0.1%N/A10.054%
11/3/2025Truist 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%
10/21/2025Global 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%
9/4/2025Osaic Holdings Inc.289,522$7.95M0.0%+6.7%1.930%
8/15/2025Equitable Holdings Inc.98,185$2.70M0.0%+32.6%0.655%
8/15/2025Great Valley Advisor Group Inc.1,526,881$41.93M0.9%+14.5%10.179%
8/15/2025Bank of America Corp DE11,759$323K0.0%+29.3%0.078%
8/14/2025Jane Street Group LLC25,120$690K0.0%N/A0.167%
8/14/2025Raymond James Financial Inc.2,182,715$59.94M0.0%+283.0%14.551%
8/14/2025NewEdge Advisors LLC257,106$7.06M0.0%+8.5%1.714%
8/13/2025Gateway Wealth Partners LLC11,402$313K0.1%+4.7%0.076%
8/12/2025Steward Partners Investment Advisory LLC216,254$5.94M0.0%+7.0%1.442%
8/12/2025Global Retirement Partners LLC28,018$769K0.0%N/A0.187%
8/8/2025Rockefeller Capital Management L.P.136,341$3.74M0.0%-1.8%0.922%
8/8/2025Cetera Investment Advisers187,410$5.15M0.0%+67.3%1.267%
8/8/2025 Intrua Financial LLC21,150$581K0.1%+113.6%0.143%
8/7/2025Ascension Capital Advisors Inc.1,127,603$30.96M12.9%+0.7%7.624%
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8/5/2025Claro Advisors LLC19,310$530K0.1%+13.0%0.131%
8/1/2025Envestnet Asset Management Inc.481,953$13.23M0.0%+15.7%3.259%
7/29/2025Private 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%
7/18/2025Truist Financial Corp329,050$9.04M0.0%+7.7%2.226%
7/17/2025Janney 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 8,003,778 shares in the last 24 months. This purchase volume represents approximately $226.87M in transactions.

Of the 14 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 257,900 shares in the last 24 months. This volume of shares sold represents approximately $7.56M in transactions.


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This page (NYSEARCA:FDV) was last updated on 7/29/2026 by MarketBeat.com Staff.
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