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 50 institutions that hold shares in the stock, with a total of 8.42 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 |
|---|---|---|---|---|---|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
42,225
shares
|
$0
0.74% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
40,781
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
38,990
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
33,127
shares
|
$0
0.09% of portfolio
|
Q4 2024
Reduced 32.52%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
16,954
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
16,506
shares
|
$0
0.0% of portfolio
|
Q1 2025
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
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
14,548
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 20.52%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
13,370
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,697
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
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
10,894
shares
|
$0
0.07% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
10,651
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
9,996
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
9,176
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 17.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,367
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
7,641
shares
|
$0
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
5,046
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,313
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
414
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
353
shares
|
$0
0.0% of portfolio
|
Q1 2025
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 |
Feb 14, 2025 Q4 2024 |
176
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|