FHYS Institutional Ownership & Shareholders
FED HERMES SHRT DUR HI YIELD (FHYS) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.22M 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 FHYS tracked by InsiderSet, reporting ownership valued at approximately $1.94M 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 $1.90M, representing an estimated loss of -2.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed FHYS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Wfa Of San Diego, Llc, Pine Valley Investments Ltd Liability Co, and several other long-term asset managers with concentrated positions in FED HERMES SHRT DUR HI YIELD (FHYS).
This page ranks the largest institutional FHYS 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
25
Total Reported Value
$11.22M
Largest Holder
Lpl Financial Llc
Largest Position
$1.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 84,182 | $1,939,559 | $1,900,830 | -$38,729 | -2.00% | |
| Wfa Of San Diego, Llc | 0.97% | 51,639 | $1,188,213 | $1,166,009 | -$22,204 | -1.87% | |
| Pine Valley Investments Ltd Liability Co | 0.05% | 48,842 | $1,127,589 | $1,102,852 | -$24,737 | -2.19% | |
| Envestnet Asset Management Inc | 0.00% | 43,708 | $1,007,035 | $986,927 | -$20,108 | -2.00% | |
| Kestra Private Wealth Services, Llc | 0.01% | 41,172 | $924,317 | $929,664 | +$5,347 | +0.58% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 30,876 | $711,383 | $697,180 | -$14,203 | -2.00% | |
| &Partners | 0.00% | 28,513 | $656,947 | $643,824 | -$13,123 | -2.00% | |
| Truist Financial Corp | 0.00% | 26,851 | $602,809 | $606,296 | +$3,487 | +0.58% | |
| Prosperity Financial Group, Inc. | 0.16% | 23,838 | $535,163 | $538,262 | +$3,099 | +0.58% | |
| Osaic Holdings, Inc. | 0.00% | 22,156 | $510,473 | $500,282 | -$10,191 | -2.00% | |
| Newedge Advisors, Llc | 0.00% | 21,950 | $505,728 | $495,631 | -$10,097 | -2.00% | |
| Jane Street Group, Llc | 0.00% | 12,880 | $296,755 | $290,830 | -$5,925 | -2.00% | |
| Davenport & Co Llc | 0.00% | 12,766 | $286,597 | $288,256 | +$1,659 | +0.58% | |
| Summit Financial, Llc | 0.00% | 11,926 | $276,132 | $269,289 | -$6,843 | -2.48% | |
| Hilltop Holdings Inc. | 0.02% | 10,500 | $241,920 | $237,090 | -$4,830 | -2.00% | |
| Janney Montgomery Scott Llc | 0.00% | 8,850 | $204,000 | $199,833 | -$4,167 | -2.04% | |
| Capital Analysts, Llc | 0.00% | 4,417 | $102,000 | $99,736 | -$2,264 | -2.22% | |
| Creative Financial Designs Inc | 0.00% | 1,600 | $36,864 | $36,128 | -$736 | -2.00% | |
| Provenance Wealth Advisors, Llc | 0.00% | 1,416 | $31,789 | $31,973 | +$184 | +0.58% | |
| Capital Investment Advisory Services, Llc | 0.00% | 1,000 | $22,450 | $22,580 | +$130 | +0.58% | |
| Allworth Financial Lp | 0.00% | 200 | $4,608 | $4,516 | -$92 | -2.00% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 108,754 | $2,506 | $2,455,665 | +$2,453,159 | +97891.43% | |
| Cwm, Llc | 0.00% | 72 | $1,650 | $1,626 | -$24 | -1.47% | |
| Sachetta, Llc | 0.00% | 43 | $1,002 | $971 | -$31 | -3.10% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $1 | — | — | — |
Frequently asked questions about FHYS
Who are the largest institutional holders of FHYS?
The largest institutional holders of FHYS reported in the latest SEC Form 13F filings include Lpl Financial Llc, Wfa Of San Diego, Llc, Pine Valley Investments Ltd Liability Co, Envestnet Asset Management Inc, and Kestra Private Wealth Services, Llc. InsiderSet ranks institutional holders by their latest reported FHYS position.
What is FHYS institutional ownership?
This page tracks FHYS positions reported by institutional investment managers through SEC Form 13F. FED HERMES SHRT DUR HI YIELD (FHYS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FHYS?
InsiderSet currently tracks 25 institutional managers reporting FHYS 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 FHYS shareholders.
How much FHYS stock do institutions own?
Institutional investment managers disclosed approximately $11.22M in FHYS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FHYS institutional ownership last updated?
The latest FHYS 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 FHYS 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 FHYS position after the reporting date.
Are institutions buying or selling FHYS?
Institutional buying and selling can be analyzed by comparing FHYS positions across consecutive 13F reporting periods. InsiderSet's FHYS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FHYS ownership changes.
How has FHYS institutional ownership changed over time?
InsiderSet tracks FHYS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.