FED HERMES LARGE CAP VALUE (FLCV) Institutional Ownership Changes & 13F Activity
FED HERMES LARGE CAP VALUE (FLCV). 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 Eastern Bank, Wealth Enhancement Advisory Services, Llc, Lpl Financial Llc, Davenport & Co Llc, and Proactive Wealth Strategies Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | Sell | -123 | -51.0% | 118 | $4.23K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +11,883 | — | 11,883 | $426.10K | Q2 2026 | Sep 02, 2026 |
| Raymond James Financial Inc | Buy | +11,392 | — | 11,392 | $408.50K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,422 | — | 1,422 | $50.99K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +15,608 | +3.3% | 484,579 | $17.38M | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +310 | — | 310 | $11.08K | Q2 2026 | Aug 12, 2026 |
| Proactive Wealth Strategies Llc | Buy | +16,460 | — | 16,460 | $590.22K | Q2 2026 | Aug 10, 2026 |
| Comprehensive Financial Planning, Inc./Pa | Buy | +13,959 | +81.8% | 31,023 | $1.11M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +133,559 | +102.9% | 263,376 | $9.44M | Q2 2026 | Aug 07, 2026 |
| Financial Concepts Unlimited, Inc. | Sell | -3,139 | -1.0% | 307,724 | $11.03M | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, Llc | Buy | +311 | +3.3% | 9,786 | $351.00K | Q2 2026 | Aug 05, 2026 |
| Commonwealth Equity Services, Llc | Buy | +787 | +1.6% | 51,129 | $1.83M | Q2 2026 | Jul 29, 2026 |
| Prosperity Financial Group, Inc. | Buy | +467 | +1.5% | 32,089 | $1.15M | Q2 2026 | Jul 28, 2026 |
| Kingswood Wealth Advisors, Llc | Buy | +390 | +1.2% | 33,765 | $1.21M | Q2 2026 | Jul 27, 2026 |
| Pine Valley Investments Ltd Liability Co | Buy | +7,603 | — | 7,603 | $272.63K | Q2 2026 | Jul 24, 2026 |
| Allegheny Financial Group | Buy | +2,605 | +5.7% | 47,985 | $1.72M | Q2 2026 | Jul 22, 2026 |
| Wealth Enhancement Advisory Services, Llc | Sell | -139,777 | -88.9% | 17,439 | $625.79K | Q2 2026 | Jul 15, 2026 |
| Davenport & Co Llc | Buy | +131,871 | — | 131,871 | $4.73M | Q2 2026 | Jul 13, 2026 |
| Eastern Bank | Buy | +211,956 | +227.0% | 305,324 | $10.95M | Q2 2026 | Jul 01, 2026 |
Frequently asked questions about FLCV activity
Which institutional owners are buying FLCV?
Institutional owners buying FLCV 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 FLCV activity?
"Buy" means an investor increased their reported position in FLCV compared to the prior reporting period. This reflects growing exposure to FED HERMES LARGE CAP VALUE (FLCV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FLCV increasing?
Institutional interest in FLCV 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.