FED HERMES US STRAT DIV ETF FDV
$32.19
+2.0% 52w: $26.28 – $32.19
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data26.2829.2432.19
Jun 20, 2025 Jul 2, 2026
Institutional holders
68
+8 QoQ
13F value
$534.6M
+1.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FDV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 3.0M | $92.6M | 0.0% | +14.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.4M | $75.2M | 0.0% | -11.7% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 1.8M | $56.2M | 1.0% | +4.8% |
| Thrivent Financial for Lutherans | Diversified mechanical | 1.8M | $55.3M | 0.1% | +2.1% |
| Ascension Capital Advisors, Inc. | Wealth advisor | 1.3M | $40.2M | 12.7% | -0.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 808.0K | $24.9M | 0.0% | +24.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 505.2K | $15.6M | 0.0% | +8.1% |
| Lantz Financial LLC | Wealth advisor | 447.7K | $13.8M | 2.9% | +13.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 444.3K | $13.7M | 0.0% | +37.1% |
| FOURPATH CAPITAL MANAGEMENT, LLC | Other | 394.6K | $12.2M | 1.7% | -48.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 350.0K | $10.8M | 0.0% | -21.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 348.6K | $10.7M | 0.0% | +5.1% |
| ROYAL BANK OF CANADA | Bank broker | 312.3K | $9.6M | 0.0% | -9.2% |
| Integrated Wealth Concepts LLC | Wealth advisor | 290.3K | $8.9M | 0.1% | +251.8% |
| Willow Financial LLC | Wealth advisor | 290.2K | $8.9M | 9.1% | -24.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 286.6K | $8.8M | 0.0% | +5.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 273.7K | $8.4M | 0.0% | -3.4% |
| FOCUSED ALPHA, LLC | Wealth advisor | 222.3K | $6.8M | 2.1% | +77.7% |
| Private Advisor Group, LLC | Wealth advisor | 216.3K | $6.7M | 0.0% | +4.2% |
| Cetera Investment Advisers | Wealth advisor | 179.1K | $5.5M | 0.0% | -14.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 142.5K | $4.4M | 0.0% | New |
| Equitable Holdings, Inc. | Wealth advisor | 142.2K | $4.1M | 0.0% | +6.8% |
| Financial Concepts Unlimited, Inc. | Wealth advisor | 120.9K | $3.7M | 3.3% | — |
| Janney Montgomery Scott LLC | Diversified mechanical | 120.4K | $3.7M | 0.0% | +10.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 84.6K | $2.6M | 0.0% | -12.0% |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 75.5K | $2.3M | 0.4% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 73.7K | $2.3M | 0.0% | +44.6% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 72.0K | $2.2M | 0.0% | +65.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 58.7K | $1.8M | 0.0% | -32.8% |
| JPMORGAN CHASE & CO | Bank broker | 57.5K | $1.8M | 0.0% | -91.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 51.2K | $1.6M | 0.0% | +0.3% |
| FEDERATED HERMES, INC. | Diversified mechanical | 50.8K | $1.6M | 0.0% | -94.4% |
| Sanctuary Advisors, LLC | Wealth advisor | 46.5K | $1.4M | 0.0% | -9.7% |
| &PARTNERS | Diversified mechanical | 44.4K | $1.4M | 0.0% | +3.0% |
| Hilltop Holdings Inc. | Other | 43.7K | $1.3M | 0.1% | Held |
| Signature Equity Partners, LLC | Wealth advisor | 41.1K | $1.3M | 0.7% | -1.1% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 31.0K | $956K | 0.0% | +5.3% |
| Claro Advisors Inc. | Wealth advisor | 29.7K | $916K | 0.1% | +10.4% |
| IFS Group,LLC | Wealth advisor | 29.2K | $901K | 0.8% | — |
| Gateway Wealth Partners, LLC | Wealth advisor | 28.6K | $881K | 0.0% | +156.0% |
| Intrua Financial, LLC | Wealth advisor | 23.9K | $736K | 0.1% | +7.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 23.9K | $736K | 0.0% | -0.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 22.1K | $679K | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 21.6K | $665K | 0.0% | -0.6% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 19.6K | $605K | 0.0% | +30.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 15.8K | $486K | 0.0% | -90.3% |
| Schneider Downs Wealth Management Advisors, LP | Wealth advisor | 15.2K | $469K | 0.1% | Held |
| DAVENPORT & Co LLC | Diversified mechanical | 14.2K | $438K | 0.0% | -62.0% |
| Essex Financial Services, Inc. | Wealth advisor | 14.0K | $431K | 0.0% | +19.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 12.6K | $388K | 0.0% | +6.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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