FED HERMES LARGE CAP CORE (FLCC) Institutional Ownership Changes & 13F Activity

FED HERMES LARGE CAP CORE (FLCC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Tulsa Wealth Advisors, Inc, Spectrum Wealth Advisory Group, Llc, Lpl Financial Llc, Raymond James Financial Inc, and Cambridge Investment Research Advisors, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+11,72011,720$411.77KQ2 2026Sep 02, 2026
Raymond James Financial IncBuy+93,161+423.3%115,170$4.05MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+19,10919,109$671.38KQ2 2026Aug 14, 2026
Gts Financial, LlcBuy+2,232+1.3%167,719$5.08MQ2 2026Aug 14, 2026
&PartnersSell-188-0.7%28,660$1.01MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+11$35.00Q2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcSell-1,109-3.4%31,325$1.10MQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,1091,109$38.96KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+12,23612,236$429.90KQ2 2026Aug 12, 2026
Bluestem Wealth Partners, LlcSell-12,830-6.4%186,718$6.56MQ2 2026Aug 11, 2026
Proactive Wealth Strategies LlcBuy+17,72017,720$622.58KQ2 2026Aug 10, 2026
Bokf, NaBuy+4,5774,577$160.81KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-286,401-80.0%71,789$2.52MQ2 2026Aug 07, 2026
Tulsa Wealth Advisors, IncBuy+926,029926,029$32.54MQ2 2026Aug 06, 2026
Spectrum Wealth Advisory Group, LlcBuy+839,198839,198$29.48MQ2 2026Aug 06, 2026
Focus Partners Advisor Solutions, LlcSell-1,537-10.9%12,533$440.34KQ2 2026Aug 06, 2026
Envestnet Asset Management IncBuy+2,415+10.7%25,071$880.86KQ2 2026Aug 03, 2026
Cambridge Investment Research Advisors, Inc.Sell-43,215-31.0%96,029$3.37KQ2 2026Jul 30, 2026
Victory Financial Group, LlcSell-8,417-41.5%11,843$416.10KQ2 2026Jul 29, 2026
Truist Financial CorpBuy+826+2.5%34,372$1.21MQ2 2026Jul 28, 2026
Brady Martz Wealth Solutions, LlcSell-1,537-10.9%12,533$440.34KQ2 2026Jul 23, 2026
Wilkerson Advisory Group LlcSell-1-0.1%1,335$46.93KQ2 2026Jul 21, 2026
Prospera Financial Services IncBuy+15,99415,994$561.93KQ2 2026Jul 15, 2026
Wealth Enhancement Advisory Services, LlcBuy+4,060+16.3%28,971$1.04MQ2 2026Jul 15, 2026
1620 Investment Advisors, Inc.Buy+20,416+1570.5%21,716$762.98KQ2 2026Jul 14, 2026
Cox Capital Mgt LlcSell-1,097-1.4%79,890$2.81MQ2 2026Jul 14, 2026
Davenport & Co LlcBuy+1,500+6.4%24,911$875.23KQ2 2026Jul 13, 2026
Advisory Services Network, LlcSell-400-100.0%0$0.00Q2 2026May 15, 2026
Baer Investment Advisory LlcSell-20,260-100.0%0$0.00Q2 2026Apr 27, 2026
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Frequently asked questions about FLCC activity

  • Which institutional owners are buying FLCC?

    Institutional owners buying FLCC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FLCC activity?

    "Buy" means an investor increased their reported position in FLCC compared to the prior reporting period. This reflects growing exposure to FED HERMES LARGE CAP CORE (FLCC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FLCC increasing?

    Institutional interest in FLCC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.