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

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Number of Institutional Buyers (last 12 months): 47
Total Institutional Inflows (last 12 months): $170.53M

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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Integrated Wealth Concepts LLC	304,946	$9.57M	0.1%	+5.0%	1.142%
9/9/2026	NewEdge Advisors LLC	298,526	$9.37M	0.0%	+9.1%	1.118%
9/2/2026	Citadel Advisors LLC	14,993	$471K	0.0%	+34.7%	0.056%
7/10/2026	Wealthcare Advisory Partners LLC	74,620	$2.34M	0.0%	+3.7%	0.287%
6/3/2026	NewEdge Advisors LLC	273,726	$8.43M	0.0%	-3.4%	1.150%
5/19/2026	Bank of America Corp DE	505,238	$15.56M	0.0%	+8.1%	2.123%
5/19/2026	IFS Group LLC	29,238	$901K	0.8%	N/A	0.123%
5/18/2026	Royal Bank of Canada	312,281	$9.62M	0.0%	-9.2%	1.312%
5/15/2026	Gateway Wealth Partners LLC	28,596	$881K	0.0%	+156.0%	0.120%
5/14/2026	Ascension Capital Advisors Inc.	1,306,439	$40.24M	12.7%	-0.7%	5.489%
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5/13/2026	Cetera Investment Advisers	179,067	$5.52M	0.0%	-14.1%	0.752%
5/13/2026	Signature Equity Partners LLC	41,093	$1.27M	0.7%	-1.1%	0.173%
5/5/2026	Sanctuary Advisors LLC	46,540	$1.43M	0.0%	-9.7%	0.196%
5/1/2026	Fifth Third Bancorp	3,500	$108K	0.0%	N/A	0.015%
4/27/2026	Private Advisor Group LLC	216,263	$6.66M	0.0%	+4.2%	1.020%
4/24/2026	Essex Financial Services Inc.	13,983	$431K	0.0%	+19.0%	0.066%
4/23/2026	Intrua Financial LLC	23,910	$736K	0.1%	+7.2%	0.113%
4/22/2026	Janney Montgomery Scott LLC	120,383	$3.71M	0.0%	+10.3%	0.576%
4/21/2026	Financial Council LLC	9,067	$279K	0.1%	N/A	0.043%
3/17/2026	Rockefeller Capital Management L.P.	324,110	$9.27M	0.0%	+60.4%	1.645%
2/18/2026	NewEdge Advisors LLC	283,385	$8.11M	0.0%	+4.7%	1.439%
2/18/2026	Claro Advisors Inc.	26,941	$771K	0.1%	+23.9%	0.137%
2/17/2026	Cetera Investment Advisers	208,523	$5.97M	0.0%	-2.9%	1.058%
2/17/2026	Hilltop Holdings Inc.	43,660	$1.25M	0.1%	-4.8%	0.222%
2/17/2026	Equitable Holdings Inc.	133,117	$3.81M	0.0%	+15.3%	0.676%
2/17/2026	Osaic Holdings Inc.	331,637	$9.49M	0.0%	+6.5%	1.683%
2/17/2026	Private Advisor Group LLC	207,517	$5.94M	0.0%	+22.8%	1.053%
2/17/2026	&PARTNERS	43,119	$1.23M	0.0%	+22.7%	0.219%
2/17/2026	Royal Bank of Canada	343,919	$9.84M	0.0%	+78.5%	1.746%
2/13/2026	Stifel Financial Corp	163,219	$4.67M	0.0%	-11.1%	0.829%
2/13/2026	Focused Alpha LLC	125,149	$3.58M	1.1%	N/A	0.635%
2/13/2026	Integrated Wealth Concepts LLC	82,535	$2.36M	0.0%	-55.8%	0.419%
2/12/2026	Commonwealth Equity Services LLC	96,054	$2.75M	0.0%	+8.5%	0.488%
2/12/2026	Federated Hermes Inc.	913,481	$26.14M	0.0%	N/A	4.637%
2/12/2026	Steward Partners Investment Advisory LLC	271,186	$7.76M	0.0%	+10.4%	1.377%
2/12/2026	Betterment LLC	7,411	$212K	0.0%	N/A	0.038%
2/12/2026	Great Valley Advisor Group Inc.	1,742,820	$49.86M	1.0%	+9.3%	8.847%
2/11/2026	Zions Bancorporation National Association UT	103,750	$2.97M	0.1%	N/A	0.527%
2/11/2026	Janney Montgomery Scott LLC	109,137	$3.12M	0.0%	+36.4%	0.554%
2/11/2026	LPL Financial LLC	2,621,893	$75.01M	0.0%	+16.0%	13.309%
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2/11/2026	JPMorgan Chase & Co.	670,160	$19.17M	0.0%	N/A	3.402%
2/10/2026	Ascension Capital Advisors Inc.	1,316,195	$37.66M	12.9%	+16.3%	6.681%
2/10/2026	Northwestern Mutual Wealth Management Co.	5,174	$148K	0.0%	+590.8%	0.026%
2/9/2026	Diversified Portfolios Inc.	19,778	$566K	0.0%	N/A	0.100%
2/9/2026	Strategic Financial Concepts LLC	11,416	$327K	0.3%	N/A	0.058%
2/6/2026	HighTower Advisors LLC	21,723	$622K	0.0%	+1.7%	0.110%
2/5/2026	Thrivent Financial for Lutherans	1,758,936	$50.88M	0.1%	+5.4%	8.929%
2/2/2026	Truist Financial Corp	446,610	$12.78M	0.0%	+24.2%	2.244%
1/29/2026	Sanctuary Advisors LLC	51,520	$1.47M	0.0%	-13.3%	0.259%
1/28/2026	Kingswood Wealth Advisors LLC	11,950	$342K	0.0%	+4.4%	0.060%
1/23/2026	Fourpath Capital Management LLC	764,509	$21.87M	3.0%	+27.4%	3.861%
1/21/2026	Capital Investment Advisory Services LLC	15,105	$432K	0.0%	N/A	0.076%
1/14/2026	Lantz Financial LLC	393,055	$11.25M	2.4%	+15.3%	1.955%
1/14/2026	Wealthcare Advisory Partners LLC	43,503	$1.25M	0.0%	+0.9%	0.215%
1/12/2026	DAVENPORT & Co LLC	37,420	$1.07M	0.0%	+155.8%	0.185%
1/8/2026	Wealth Enhancement Advisory Services LLC	87,391	$2.53M	0.0%	-4.0%	0.426%
11/17/2025	NewEdge Advisors LLC	270,744	$7.75M	0.0%	+5.3%	1.631%
11/17/2025	Integrated Wealth Concepts LLC	186,691	$5.34M	0.0%	+11.4%	1.125%
11/17/2025	Bank of America Corp DE	219,318	$6.28M	0.0%	+1,765.1%	1.321%
11/14/2025	Raymond James Financial Inc.	2,233,799	$63.93M	0.0%	+2.3%	13.457%
11/14/2025	Equitable Holdings Inc.	115,420	$3.30M	0.0%	+17.6%	0.695%
11/14/2025	Comerica Bank	3,500	$100K	0.0%	N/A	0.021%
11/13/2025	Private Advisor Group LLC	168,951	$4.84M	0.0%	+1.3%	1.018%
11/12/2025	Claro Advisors LLC	21,742	$622K	0.1%	+12.6%	0.131%
11/10/2025	Colonial Trust Co SC	1,753	$50K	0.0%	N/A	0.011%
11/10/2025	Ascension Capital Advisors Inc.	1,131,697	$32.39M	12.6%	+0.4%	6.817%
11/7/2025	Essex Financial Services Inc.	11,823	$338K	0.0%	-11.5%	0.071%
11/7/2025	Wealthcare Advisory Partners LLC	43,113	$1.23M	0.0%	+2.4%	0.260%
11/6/2025	Lantz Financial LLC	340,925	$9.76M	2.2%	+9.8%	2.054%
11/5/2025	Envestnet Asset Management Inc.	567,040	$16.23M	0.0%	+17.7%	3.416%
11/4/2025	Jones Financial Companies Lllp	36,946	$1.06M	0.0%	+383.3%	0.223%
11/4/2025	Thrivent Financial for Lutherans	1,669,008	$47.77M	0.1%	N/A	10.054%
11/3/2025	Truist Financial Corp	359,662	$10.29M	0.0%	+9.3%	2.167%
10/29/2025	Wealth Enhancement Advisory Services LLC	91,011	$2.61M	0.0%	-18.7%	0.555%
10/29/2025	Intrua Financial LLC	22,010	$630K	0.1%	+4.1%	0.134%
10/23/2025	Kingswood Wealth Advisors LLC	11,442	$327K	0.0%	+15.2%	0.070%
10/22/2025	Gladstone Institutional Advisory LLC	24,467	$700K	0.0%	+14.9%	0.150%
10/21/2025	Global Retirement Partners LLC	27,035	$774K	0.0%	-3.5%	0.166%
10/14/2025	Fourpath Capital Management LLC	600,013	$17.17M	2.4%	+44.5%	3.727%
9/4/2025	Osaic Holdings Inc.	289,522	$7.95M	0.0%	+6.7%	1.930%
8/15/2025	Equitable Holdings Inc.	98,185	$2.70M	0.0%	+32.6%	0.655%
8/15/2025	Great Valley Advisor Group Inc.	1,526,881	$41.93M	0.9%	+14.5%	10.179%
8/15/2025	Bank of America Corp DE	11,759	$323K	0.0%	+29.3%	0.078%
8/14/2025	Jane Street Group LLC	25,120	$690K	0.0%	N/A	0.167%
8/14/2025	Raymond James Financial Inc.	2,182,715	$59.94M	0.0%	+283.0%	14.551%
8/14/2025	NewEdge Advisors LLC	257,106	$7.06M	0.0%	+8.5%	1.714%
8/13/2025	Gateway Wealth Partners LLC	11,402	$313K	0.1%	+4.7%	0.076%
8/12/2025	Steward Partners Investment Advisory LLC	216,254	$5.94M	0.0%	+7.0%	1.442%
8/12/2025	Global Retirement Partners LLC	28,018	$769K	0.0%	N/A	0.187%
8/8/2025	Rockefeller Capital Management L.P.	136,341	$3.74M	0.0%	-1.8%	0.922%
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8/8/2025	Cetera Investment Advisers	187,410	$5.15M	0.0%	+67.3%	1.267%
8/8/2025	Intrua Financial LLC	21,150	$581K	0.1%	+113.6%	0.143%
8/7/2025	Ascension Capital Advisors Inc.	1,127,603	$30.96M	12.9%	+0.7%	7.624%
8/5/2025	Claro Advisors LLC	19,310	$530K	0.1%	+13.0%	0.131%
8/1/2025	Envestnet Asset Management Inc.	481,953	$13.23M	0.0%	+15.7%	3.259%
7/29/2025	Private Trust Co. NA	1,663	$46K	0.0%	-49.8%	0.011%
7/25/2025	Priebe Wealth Holdings LLC	39,775	$1.09M	0.9%	-5.8%	0.269%
7/24/2025	Fourpath Capital Management LLC	415,373	$11.41M	1.8%	N/A	2.808%
7/23/2025	Kingswood Wealth Advisors LLC	9,934	$273K	0.0%	+8.3%	0.067%
7/22/2025	Wealthcare Advisory Partners LLC	42,108	$1.16M	0.0%	+3.3%	0.285%

FDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 66 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 5,946,091 shares in the last 24 months. This purchase volume represents approximately $170.53M 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 9/9/2026. New 13F filings are added each quarter as they're published.

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

FDV Institutional Buying and Selling by Quarter

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

FDV Institutional Ownership - Frequently Asked Questions

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

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

FDV Institutional Buying and Selling by Quarter

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

FDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDV shares?

Which institutional investors have been buying Federated Hermes U.S. Strategic Dividend ETF's stock?

How much institutional buying is happening at Federated Hermes U.S. Strategic Dividend ETF?

Which of Federated Hermes U.S. Strategic Dividend ETF's major shareholders have been selling company stock?

How much institutional selling is happening at Federated Hermes U.S. Strategic Dividend ETF?

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