CUSIP 31423L503MDT LARGE CAPFLCCQ4 2025
Aggregate 13F value by quarter
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16 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bluestem Wealth Partners, LLC | 406.4K | $13.20M | +15.1K | Added |
| 2 | Delta Investment Management, LLC | 132.4K | $4.30M | −295.2K | Reduced |
| 3 | Victory Financial Group, LLC | 106.8K | $3.47M | −44.7K | Reduced |
| 4 | Cox Capital Mgt LLC | 78.9K | $2.59M |
| +370 |
| Added |
| 5 | Truist Financial Corp | 49.6K | $1.61M | −3.4K | Reduced |
| 6 | Steward Partners Investment Advisory, LLC | 31.1K | $1.01M | +2.0K | Added |
| 7 | &Partners | 23.9K | $778.0K | +867 | Added |
| 8 | Davenport & Co LLC | 20.8K | $675.4K | +9.2K | Added |
| 9 | Envestnet Asset Management Inc | 20.7K | $673.5K | −3.3K | Reduced |
| 10 | Wealth Enhancement Advisory Services, LLC | 17.5K | $579.9K | +17.5K | New |
See every fund holding Federated Hermes ETF Trust, with full quarter-over-quarter share changes.
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