FLCG Institutional Ownership & Shareholders

FED HERMES LARGE CAP GROWTH (FLCG) is currently held by 34 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $432.49M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.

Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of FLCG tracked by InsiderSet, reporting ownership valued at approximately $169.30M in its September 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 $158.79M, representing an estimated loss of -6.21% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed FLCG value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Lpl Financial Llc, Benjamin Edwards Inc, and several other long-term asset managers with concentrated positions in FED HERMES LARGE CAP GROWTH (FLCG).

This page ranks the largest institutional FLCG 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

34

Total Reported Value

$432.49M

Largest Holder

Commonwealth Equity Services, Llc

Largest Position

$169.30M

Insider Transactions (90d)

0

Latest Filing Quarter

Q3 2026

New Institutional Positions

43

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Commonwealth Equity Services, Llc0.22%4,755,697$169,302,801$158,792,723-$10,510,078-6.21%
Lpl Financial Llc0.01%1,666,975$55,526,952$55,660,295+$133,343+0.24%
Benjamin Edwards Inc0.41%1,333,932$44,432,239$44,539,989+$107,750+0.24%
Raymond James Financial Inc0.01%1,006,578$33,529,113$33,609,639+$80,526+0.24%
Kestra Advisory Services, Llc0.09%921,895$32,819,477$30,782,074-$2,037,403-6.21%
Summit Investment Advisory Services, Llc6.66%796,716$26,538,612$26,602,347+$63,735+0.24%
Envestnet Asset Management Inc0.00%353,511$11,775,457$11,803,732+$28,275+0.24%
Mml Investors Services, Llc0.02%351,546$11,710,008$11,738,121+$28,113+0.24%
Atria Investments, Inc0.08%244,106$8,690,174$8,150,699-$539,475-6.21%
Davenport & Co Llc0.04%231,820$8,252,792$7,740,470-$512,322-6.21%
Rubicon Advisors, Gp3.79%153,014$5,447,294$5,109,137-$338,157-6.21%
Sanctuary Advisors, Llc0.02%116,692$3,887,023$3,896,346+$9,323+0.24%
Royal Bank Of Canada0.00%96,442$3,212,000$3,220,198+$8,198+0.26%
Stegent Equity Advisors, Inc.2.40%85,212$3,033,547$2,845,229-$188,318-6.21%
Towerpoint Wealth, Llc0.88%69,700$2,481,325$2,327,283-$154,042-6.21%
Cetera Investment Advisers0.00%51,632$1,719,862$1,723,992+$4,130+0.24%
Somerset Trust Co0.42%42,213$1,502,783$1,409,492-$93,291-6.21%
Kingswood Wealth Advisors, Llc0.04%27,316$972,450$912,081-$60,369-6.21%
Kestra Private Wealth Services, Llc0.01%26,794$953,868$894,652-$59,216-6.21%
Private Advisor Group, Llc0.00%26,912$896,444$898,592+$2,148+0.24%
Jane Street Group, Llc0.00%23,722$790,180$792,078+$1,898+0.24%
Capital Analysts, Llc0.02%21,692$722,000$724,296+$2,296+0.32%
Pine Valley Investments Ltd Liability Co0.02%17,267$575,164$576,545+$1,381+0.24%
Integrated Wealth Concepts Llc0.00%16,058$534,889$536,177+$1,288+0.24%
Truist Financial Corp0.00%9,770$347,812$326,220-$21,592-6.21%
Flow Traders U.S. Llc0.01%9,482$316,000$316,604+$604+0.19%
Steward Partners Investment Advisory, Llc0.00%6,453$214,949$215,466+$517+0.24%
Jpmorgan Chase & Co0.00%2,350$77,397$78,467+$1,070+1.38%
Prosperity Bancshares Inc0.02%980$32,644$32,722+$78+0.24%
Cwm, Llc0.00%907$27,119$30,285+$3,166+11.67%
Cambridge Investment Research Advisors, Inc.0.06%723,272$25,748$24,150,052+$24,124,304+93693.89%
Wilkerson Advisory Group Llc0.01%483$17,211$16,127-$1,084-6.30%
Horizon Investments, Llc0.00%293$9,760$9,783+$23+0.24%
Osaic Holdings, Inc.0.00%1$33$33+$0+1.18%
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Frequently asked questions about FLCG

  • Who are the largest institutional holders of FLCG?

    The largest institutional holders of FLCG reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Lpl Financial Llc, Benjamin Edwards Inc, Raymond James Financial Inc, and Kestra Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported FLCG position.

  • What is FLCG institutional ownership?

    This page tracks FLCG positions reported by institutional investment managers through SEC Form 13F. FED HERMES LARGE CAP GROWTH (FLCG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own FLCG?

    InsiderSet currently tracks 34 institutional managers reporting FLCG 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 FLCG shareholders.

  • How much FLCG stock do institutions own?

    Institutional investment managers disclosed approximately $432.49M in FLCG holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was FLCG institutional ownership last updated?

    The latest FLCG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 FLCG 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 FLCG position after the reporting date.

  • Are institutions buying or selling FLCG?

    Institutional buying and selling can be analyzed by comparing FLCG positions across consecutive 13F reporting periods. InsiderSet's FLCG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLCG ownership changes.

  • How has FLCG institutional ownership changed over time?

    InsiderSet tracks FLCG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.