FED HERMES US STRAT DIV ETF (FDV) Top Institutional Shareholders
FED HERMES US STRAT DIV ETF (FDV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $474.07M in FDV holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FDV tracked by InsiderSet, reporting ownership valued at approximately $92.61M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $93.99M, representing an estimated gain of +1.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed FDV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Great Valley Advisor Group, Inc., and several other long-term asset managers with concentrated positions in FED HERMES US STRAT DIV ETF (FDV).
This page ranks the largest institutional FDV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
67
Total Reported Value
$474.07M
Largest Holder
Lpl Financial Llc
Largest Position
$92.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 3,006,861 | $92,611,327 | $93,994,475 | +$1,383,148 | +1.49% | |
| Raymond James Financial Inc | 0.02% | 2,440,822 | $75,177,336 | $76,300,096 | +$1,122,760 | +1.49% | |
| Great Valley Advisor Group, Inc. | 1.02% | 1,826,108 | $56,244,319 | $57,084,136 | +$839,817 | +1.49% | |
| Ascension Capital Advisors, Inc. | 12.66% | 1,306,439 | $40,238,321 | $40,839,283 | +$600,962 | +1.49% | |
| Envestnet Asset Management Inc | 0.01% | 807,990 | $24,886,106 | $25,257,767 | +$371,661 | +1.49% | |
| Willow Financial Llc | 10.09% | 672,427 | $19,873,721 | $21,020,068 | +$1,146,347 | +5.77% | |
| Bank Of America Corp | 0.00% | 505,238 | $15,561,340 | $15,793,740 | +$232,400 | +1.49% | |
| Lantz Financial Llc | 2.85% | 447,684 | $13,788,682 | $13,994,602 | +$205,920 | +1.49% | |
| Rockefeller Capital Management L.P. | 0.02% | 444,266 | $13,683,394 | $13,887,755 | +$204,361 | +1.49% | |
| Fourpath Capital Management, Llc | 1.74% | 394,609 | $12,153,957 | $12,335,477 | +$181,520 | +1.49% | |
| Truist Financial Corp | 0.01% | 349,993 | $10,779,781 | $10,940,781 | +$161,000 | +1.49% | |
| Osaic Holdings, Inc. | 0.02% | 348,570 | $10,740,701 | $10,896,298 | +$155,597 | +1.45% | |
| Royal Bank Of Canada | 0.00% | 312,281 | $9,618,000 | $9,761,904 | +$143,904 | +1.50% | |
| Integrated Wealth Concepts Llc | 0.07% | 290,327 | $8,942,080 | $9,075,622 | +$133,542 | +1.49% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 286,638 | $8,828,458 | $8,960,304 | +$131,846 | +1.49% | |
| Focused Alpha, Llc | 2.12% | 222,337 | $6,847,965 | $6,950,255 | +$102,290 | +1.49% | |
| Private Advisor Group, Llc | 0.03% | 216,263 | $6,660,910 | $6,760,381 | +$99,471 | +1.49% | |
| Cetera Investment Advisers | 0.01% | 179,067 | $5,515,259 | $5,597,634 | +$82,375 | +1.49% | |
| Wells Fargo & Company/Mn | 0.00% | 142,497 | $4,388,907 | $4,454,456 | +$65,549 | +1.49% | |
| Equitable Holdings, Inc. | 0.03% | 142,211 | $4,068,657 | $4,445,516 | +$376,859 | +9.26% | |
| Financial Concepts Unlimited, Inc. | 3.34% | 120,890 | $3,723,414 | $3,779,021 | +$55,607 | +1.49% | |
| Commonwealth Equity Services, Llc | 0.00% | 84,568 | $2,604,690 | $2,643,596 | +$38,906 | +1.49% | |
| First Commonwealth Financial Corp | 0.37% | 75,517 | $2,325,924 | $2,360,661 | +$34,737 | +1.49% | |
| Jones Financial Companies Lllp | 0.00% | 73,728 | $2,250,919 | $2,304,737 | +$53,818 | +2.39% | |
| Wealthcare Advisory Partners Llc | 0.04% | 71,965 | $2,216,528 | $2,249,626 | +$33,098 | +1.49% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 58,687 | $1,806,976 | $1,834,556 | +$27,580 | +1.53% | |
| Federated Hermes, Inc. | 0.00% | 50,807 | $1,564,856 | $1,588,227 | +$23,371 | +1.49% | |
| Sanctuary Advisors, Llc | 0.01% | 46,540 | $1,433,428 | $1,454,840 | +$21,412 | +1.49% | |
| &Partners | 0.01% | 44,434 | $1,368,556 | $1,389,007 | +$20,451 | +1.49% | |
| Hilltop Holdings Inc. | 0.12% | 43,660 | $1,344,728 | $1,364,812 | +$20,084 | +1.49% | |
| Signature Equity Partners, Llc | 0.68% | 41,093 | $1,265,674 | $1,284,567 | +$18,893 | +1.49% | |
| Gladstone Institutional Advisory Llc | 0.04% | 31,030 | $955,746 | $969,998 | +$14,252 | +1.49% | |
| Claro Advisors Inc. | 0.11% | 29,740 | $916,003 | $929,672 | +$13,669 | +1.49% | |
| Ifs Group,Llc | 0.80% | 29,238 | $900,547 | $913,980 | +$13,433 | +1.49% | |
| Gateway Wealth Partners, Llc | 0.03% | 28,596 | $880,736 | $893,911 | +$13,175 | +1.50% | |
| Intrua Financial, Llc | 0.08% | 23,910 | $736,428 | $747,427 | +$10,999 | +1.49% | |
| Kestra Advisory Services, Llc | 0.00% | 23,882 | $735,560 | $746,551 | +$10,991 | +1.49% | |
| Susquehanna International Group, Llp | 0.00% | 22,057 | $679,356 | $689,502 | +$10,146 | +1.49% | |
| Hightower Advisors, Llc | 0.00% | 21,601 | $665,358 | $675,247 | +$9,889 | +1.49% | |
| Capital Investment Advisory Services, Llc | 0.04% | 19,644 | $605,023 | $614,071 | +$9,048 | +1.50% | |
| Stifel Financial Corp | 0.00% | 15,771 | $485,742 | $493,001 | +$7,259 | +1.49% | |
| Schneider Downs Wealth Management Advisors, Lp | 0.05% | 15,242 | $469,454 | $476,465 | +$7,011 | +1.49% | |
| Davenport & Co Llc | 0.00% | 14,235 | $438,450 | $444,986 | +$6,536 | +1.49% | |
| Essex Financial Services, Inc. | 0.02% | 13,983 | $430,668 | $437,109 | +$6,441 | +1.50% | |
| Captrust Financial Advisors | 0.00% | 12,595 | $387,924 | $393,720 | +$5,796 | +1.49% | |
| Strategic Financial Concepts, Llc | 0.09% | 12,416 | $382,402 | $388,124 | +$5,722 | +1.50% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 11,709 | $360,645 | $366,023 | +$5,378 | +1.49% | |
| Citadel Advisors Llc | 0.00% | 11,133 | $342,896 | $348,018 | +$5,122 | +1.49% | |
| Focus Financial Network, Inc. | 0.01% | 10,170 | $314,216 | $317,914 | +$3,698 | +1.18% | |
| Financial Council, Llc | 0.11% | 9,067 | $279,264 | $283,434 | +$4,170 | +1.49% |
Frequently asked questions about FDV
Who owns the most FDV stock?
The largest holders of FDV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FED HERMES US STRAT DIV ETF (FDV).
Is FDV widely held by superinvestors?
Many widely followed stocks like FDV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FDV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.