FDV Institutional Ownership & Shareholders
FED HERMES US STRAT DIV ETF (FDV) is currently held by 75 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $708.65M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FDV tracked by InsiderSet, reporting ownership valued at approximately $107.23M in its June 30, 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 $117.52M, representing an estimated gain of +9.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed FDV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Northwest Financial Advisors, 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
75
Total Reported Value
$708.65M
Largest Holder
Lpl Financial Llc
Largest Position
$107.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
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% | 3,416,136 | $107,232,516 | $117,515,078 | +$10,282,562 | +9.59% | |
| Raymond James Financial Inc | 0.03% | 3,339,145 | $104,815,758 | $114,866,588 | +$10,050,830 | +9.59% | |
| Northwest Financial Advisors | 10.33% | 2,443,725 | $76,757,406 | $84,064,140 | +$7,306,734 | +9.52% | |
| Great Valley Advisor Group, Inc. | 0.96% | 1,926,873 | $60,484,253 | $66,284,431 | +$5,800,178 | +9.59% | |
| Thrivent Financial For Lutherans | 0.10% | 1,839,407 | $57,739,000 | $63,275,601 | +$5,536,601 | +9.59% | |
| Ascension Capital Advisors, Inc. | 11.42% | 1,295,622 | $40,669,575 | $44,569,397 | +$3,899,822 | +9.59% | |
| Envestnet Asset Management Inc | 0.01% | 943,476 | $29,615,706 | $32,455,574 | +$2,839,868 | +9.59% | |
| Bank Of America Corp | 0.00% | 666,160 | $20,910,770 | $22,915,904 | +$2,005,134 | +9.59% | |
| Rockefeller Capital Management L.P. | 0.03% | 539,520 | $16,935,546 | $18,559,488 | +$1,623,942 | +9.59% | |
| Lantz Financial Llc | 2.93% | 512,114 | $16,085,497 | $17,616,722 | +$1,531,225 | +9.52% | |
| Truist Financial Corp | 0.02% | 449,628 | $14,122,815 | $15,467,203 | +$1,344,388 | +9.52% | |
| Jefferies Financial Group Inc. | 0.12% | 425,000 | $13,340,750 | $14,620,000 | +$1,279,250 | +9.59% | |
| Fourpath Capital Management, Llc | 1.66% | 407,365 | $12,795,342 | $14,013,356 | +$1,218,014 | +9.52% | |
| Wells Fargo & Company/Mn | 0.00% | 348,367 | $10,935,253 | $11,983,825 | +$1,048,572 | +9.59% | |
| Willow Financial Llc | 11.12% | 382,206 | $10,934,914 | $13,147,886 | +$2,212,972 | +20.24% | |
| Osaic Holdings, Inc. | 0.01% | 332,013 | $10,426,967 | $11,421,247 | +$994,280 | +9.54% | |
| Royal Bank Of Canada | 0.00% | 306,738 | $9,629,000 | $10,551,787 | +$922,787 | +9.58% | |
| Integrated Wealth Concepts Llc | 0.06% | 304,946 | $9,572,272 | $10,490,142 | +$917,870 | +9.59% | |
| Newedge Advisors, Llc | 0.03% | 298,526 | $9,370,734 | $10,269,294 | +$898,560 | +9.59% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 292,535 | $9,182,689 | $10,063,204 | +$880,515 | +9.59% | |
| Private Advisor Group, Llc | 0.03% | 228,685 | $7,178,426 | $7,866,764 | +$688,338 | +9.59% | |
| Cetera Investment Advisers | 0.01% | 198,595 | $6,233,894 | $6,831,668 | +$597,774 | +9.59% | |
| Equitable Holdings, Inc. | 0.03% | 150,990 | $4,739,576 | $5,194,056 | +$454,480 | +9.59% | |
| Janney Montgomery Scott Llc | 0.01% | 150,235 | $4,716,000 | $5,168,084 | +$452,084 | +9.59% | |
| Jpmorgan Chase & Co | 0.00% | 124,223 | $3,954,038 | $4,273,271 | +$319,233 | +8.07% | |
| Financial Concepts Unlimited, Inc. | 3.01% | 122,172 | $3,834,967 | $4,202,717 | +$367,750 | +9.59% | |
| Jones Financial Companies Lllp | 0.00% | 101,570 | $3,242,109 | $3,494,008 | +$251,899 | +7.77% | |
| Davenport & Co Llc | 0.02% | 101,246 | $3,184,932 | $3,482,862 | +$297,930 | +9.35% | |
| Capital Investment Advisory Services, Llc | 0.17% | 86,497 | $2,716,896 | $2,975,497 | +$258,601 | +9.52% | |
| Federated Hermes, Inc. | 0.00% | 76,532 | $2,402,339 | $2,632,701 | +$230,362 | +9.59% | |
| Wealthcare Advisory Partners Llc | 0.03% | 62,804 | $1,972,673 | $2,160,458 | +$187,785 | +9.52% | |
| Commonwealth Equity Services, Llc | 0.00% | 60,892 | $1,912,610 | $2,094,685 | +$182,075 | +9.52% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 54,443 | $1,743,814 | $1,872,839 | +$129,025 | +7.40% | |
| &Partners | 0.01% | 48,336 | $1,517,277 | $1,662,758 | +$145,481 | +9.59% | |
| Hilltop Holdings Inc. | 0.11% | 43,160 | $1,354,792 | $1,484,704 | +$129,912 | +9.59% | |
| Signature Equity Partners, Llc | 0.45% | 41,362 | $1,299,189 | $1,422,853 | +$123,664 | +9.52% | |
| Claro Advisors Inc. | 0.12% | 39,661 | $1,245,745 | $1,364,338 | +$118,593 | +9.52% | |
| Ifs Group,Llc | 1.63% | 37,801 | $1,186,573 | $1,300,354 | +$113,781 | +9.59% | |
| Sanctuary Advisors, Llc | 0.00% | 31,789 | $997,843 | $1,093,542 | +$95,699 | +9.59% | |
| Gladstone Institutional Advisory Llc | 0.03% | 31,185 | $978,888 | $1,072,764 | +$93,876 | +9.59% | |
| Stifel Financial Corp | 0.00% | 29,375 | $922,068 | $1,010,500 | +$88,432 | +9.59% | |
| Kestra Advisory Services, Llc | 0.00% | 25,950 | $817,518 | $892,680 | +$75,162 | +9.19% | |
| Intrua Financial, Llc | 0.07% | 24,620 | $773,314 | $846,928 | +$73,614 | +9.52% | |
| Asset One Wealth Management Llc | 0.05% | 17,329 | $544,304 | $596,118 | +$51,814 | +9.52% | |
| Arax Advisory Partners | 0.00% | 15,728 | $493,702 | $541,043 | +$47,341 | +9.59% | |
| Schneider Downs Wealth Management Advisors, Lp | 0.04% | 15,242 | $478,752 | $524,325 | +$45,573 | +9.52% | |
| Citadel Advisors Llc | 0.00% | 14,993 | $470,630 | $515,759 | +$45,129 | +9.59% | |
| Gateway Wealth Partners, Llc | 0.03% | 14,811 | $464,918 | $509,498 | +$44,580 | +9.59% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 14,575 | $457,790 | $501,380 | +$43,590 | +9.52% | |
| Captrust Financial Advisors | 0.00% | 14,153 | $444,263 | $486,863 | +$42,600 | +9.59% |
Frequently asked questions about FDV
Who are the largest institutional holders of FDV?
The largest institutional holders of FDV reported in the latest SEC Form 13F filings include Lpl Financial Llc, Raymond James Financial Inc, Northwest Financial Advisors, Great Valley Advisor Group, Inc., and Thrivent Financial For Lutherans. InsiderSet ranks institutional holders by their latest reported FDV position.
What is FDV institutional ownership?
This page tracks FDV positions reported by institutional investment managers through SEC Form 13F. FED HERMES US STRAT DIV ETF (FDV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDV?
InsiderSet currently tracks 75 institutional managers reporting FDV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FDV shareholders.
How much FDV stock do institutions own?
Institutional investment managers disclosed approximately $708.65M in FDV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDV institutional ownership last updated?
The latest FDV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FDV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FDV position after the reporting date.
Are institutions buying or selling FDV?
Institutional buying and selling can be analyzed by comparing FDV positions across consecutive 13F reporting periods. InsiderSet's FDV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDV ownership changes.
How has FDV institutional ownership changed over time?
InsiderSet tracks FDV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.