FLCC Institutional Ownership & Shareholders
FED HERMES LARGE CAP CORE (FLCC) is currently held by 27 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $97.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Tulsa Wealth Advisors, Inc is currently the largest disclosed institutional shareholder of FLCC tracked by InsiderSet, reporting ownership valued at approximately $32.54M 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 $33.52M, representing an estimated gain of +3.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed FLCC value among the investors covered in this analysis. Major shareholders include Tulsa Wealth Advisors, Inc, Spectrum Wealth Advisory Group, Llc, Bluestem Wealth Partners, Llc, and several other long-term asset managers with concentrated positions in FED HERMES LARGE CAP CORE (FLCC).
This page ranks the largest institutional FLCC 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
27
Total Reported Value
$97.63M
Largest Holder
Tulsa Wealth Advisors, Inc
Largest Position
$32.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tulsa Wealth Advisors, Inc | 4.58% | 926,029 | $32,535,473 | $33,522,250 | +$986,777 | +3.03% | |
| Spectrum Wealth Advisory Group, Llc | 9.02% | 879,960 | $31,933,763 | $31,854,552 | -$79,211 | -0.25% | |
| Bluestem Wealth Partners, Llc | 0.65% | 186,718 | $6,560,234 | $6,759,192 | +$198,958 | +3.03% | |
| Gts Financial, Llc | 3.70% | 167,719 | $5,079,890 | $6,071,428 | +$991,538 | +19.52% | |
| Raymond James Financial Inc | 0.00% | 115,170 | $4,046,429 | $4,169,154 | +$122,725 | +3.03% | |
| Cox Capital Mgt Llc | 1.63% | 79,993 | $2,902,944 | $2,895,747 | -$7,197 | -0.25% | |
| Lpl Financial Llc | 0.00% | 71,789 | $2,522,263 | $2,598,762 | +$76,499 | +3.03% | |
| Truist Financial Corp | 0.00% | 46,827 | $1,699,352 | $1,695,137 | -$4,215 | -0.25% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 34,800 | $1,283,762 | $1,259,760 | -$24,002 | -1.87% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 31,325 | $1,100,585 | $1,133,965 | +$33,380 | +3.03% | |
| Davenport & Co Llc | 0.01% | 29,911 | $1,085,463 | $1,082,778 | -$2,685 | -0.25% | |
| &Partners | 0.00% | 28,660 | $1,006,948 | $1,037,492 | +$30,544 | +3.03% | |
| Envestnet Asset Management Inc | 0.00% | 25,071 | $880,855 | $907,570 | +$26,715 | +3.03% | |
| 1620 Investment Advisors, Inc. | 0.47% | 21,716 | $762,979 | $786,119 | +$23,140 | +3.03% | |
| Susquehanna International Group, Llp | 0.00% | 19,109 | $671,383 | $691,746 | +$20,363 | +3.03% | |
| Proactive Wealth Strategies Llc | 0.10% | 17,720 | $622,578 | $641,464 | +$18,886 | +3.03% | |
| Prospera Financial Services Inc | 0.01% | 15,994 | $561,928 | $578,983 | +$17,055 | +3.04% | |
| Brady Martz Wealth Solutions, Llc | 0.07% | 12,533 | $440,339 | $453,695 | +$13,356 | +3.03% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 12,533 | $440,339 | $453,695 | +$13,356 | +3.03% | |
| Cetera Investment Advisers | 0.00% | 12,236 | $429,905 | $442,943 | +$13,038 | +3.03% | |
| Citadel Advisors Llc | 0.00% | 11,720 | $411,775 | $424,264 | +$12,489 | +3.03% | |
| Victory Financial Group, Llc | 0.04% | 10,675 | $387,396 | $386,435 | -$961 | -0.25% | |
| Wilkerson Advisory Group Llc | 0.01% | 1,336 | $48,473 | $48,363 | -$110 | -0.23% | |
| Ubs Group Ag | 0.00% | 1,109 | $38,964 | $40,146 | +$1,182 | +3.03% | |
| Golden State Wealth Management, Llc | 0.00% | 134 | $4,862 | $4,851 | -$11 | -0.23% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 94,296 | $3,422 | $3,413,515 | +$3,410,093 | +99652.05% | |
| Osaic Holdings, Inc. | 0.00% | 1 | $35 | $36 | +$1 | +3.43% |
Frequently asked questions about FLCC
Who are the largest institutional holders of FLCC?
The largest institutional holders of FLCC reported in the latest SEC Form 13F filings include Tulsa Wealth Advisors, Inc, Spectrum Wealth Advisory Group, Llc, Bluestem Wealth Partners, Llc, Gts Financial, Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported FLCC position.
What is FLCC institutional ownership?
This page tracks FLCC positions reported by institutional investment managers through SEC Form 13F. FED HERMES LARGE CAP CORE (FLCC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FLCC?
InsiderSet currently tracks 27 institutional managers reporting FLCC 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 FLCC shareholders.
How much FLCC stock do institutions own?
Institutional investment managers disclosed approximately $97.63M in FLCC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FLCC institutional ownership last updated?
The latest FLCC 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 FLCC 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 FLCC position after the reporting date.
Are institutions buying or selling FLCC?
Institutional buying and selling can be analyzed by comparing FLCC positions across consecutive 13F reporting periods. InsiderSet's FLCC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLCC ownership changes.
How has FLCC institutional ownership changed over time?
InsiderSet tracks FLCC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.