FLCV Institutional Ownership & Shareholders
FED HERMES LARGE CAP VALUE (FLCV) is currently held by 20 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $68.44M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Steward Partners Investment Advisory, Llc is currently the largest disclosed institutional shareholder of FLCV tracked by InsiderSet, reporting ownership valued at approximately $17.38M 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 $18.42M, representing an estimated gain of +6.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed FLCV value among the investors covered in this analysis. Major shareholders include Steward Partners Investment Advisory, Llc, Financial Concepts Unlimited, Inc., Eastern Bank, and several other long-term asset managers with concentrated positions in FED HERMES LARGE CAP VALUE (FLCV).
This page ranks the largest institutional FLCV 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
20
Total Reported Value
$68.44M
Largest Holder
Steward Partners Investment Advisory, Llc
Largest Position
$17.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Steward Partners Investment Advisory, Llc | 0.09% | 484,579 | $17,376,034 | $18,421,755 | +$1,045,721 | +6.02% | |
| Financial Concepts Unlimited, Inc. | 8.65% | 307,724 | $11,034,366 | $11,698,436 | +$664,070 | +6.02% | |
| Eastern Bank | 0.17% | 306,184 | $11,021,166 | $11,639,891 | +$618,725 | +5.61% | |
| Lpl Financial Llc | 0.00% | 263,376 | $9,444,133 | $10,012,502 | +$568,369 | +6.02% | |
| Davenport & Co Llc | 0.04% | 189,346 | $6,815,547 | $7,198,178 | +$382,631 | +5.61% | |
| Comprehensive Financial Planning, Inc./Pa | 1.70% | 87,665 | $3,155,534 | $3,332,673 | +$177,139 | +5.61% | |
| Commonwealth Equity Services, Llc | 0.00% | 53,317 | $1,919,170 | $2,026,899 | +$107,729 | +5.61% | |
| Allegheny Financial Group | 0.18% | 47,985 | $1,720,669 | $1,824,198 | +$103,529 | +6.02% | |
| Kingswood Wealth Advisors, Llc | 0.05% | 36,790 | $1,324,263 | $1,398,609 | +$74,346 | +5.61% | |
| Prosperity Financial Group, Inc. | 0.33% | 31,685 | $1,140,535 | $1,204,537 | +$64,002 | +5.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 17,363 | $636,710 | $660,072 | +$23,362 | +3.67% | |
| Proactive Wealth Strategies Llc | 0.09% | 16,460 | $590,224 | $625,743 | +$35,519 | +6.02% | |
| Lri Investments, Llc | 0.04% | 13,631 | $488,780 | $518,196 | +$29,416 | +6.02% | |
| Citadel Advisors Llc | 0.00% | 11,883 | $426,101 | $451,744 | +$25,643 | +6.02% | |
| Raymond James Financial Inc | 0.00% | 11,392 | $408,495 | $433,078 | +$24,583 | +6.02% | |
| Capital Analysts, Llc | 0.01% | 9,786 | $351,000 | $372,025 | +$21,025 | +5.99% | |
| Pine Valley Investments Ltd Liability Co | 0.01% | 7,603 | $272,629 | $289,036 | +$16,407 | +6.02% | |
| Stonebridge Financial Group, Llc / Mo | 0.17% | 7,007 | $251,264 | $266,378 | +$15,114 | +6.02% | |
| Wells Fargo & Company/Mn | 0.00% | 1,422 | $50,990 | $54,059 | +$3,069 | +6.02% | |
| Jpmorgan Chase & Co | 0.00% | 310 | $11,077 | $11,785 | +$708 | +6.39% |
Frequently asked questions about FLCV
Who are the largest institutional holders of FLCV?
The largest institutional holders of FLCV reported in the latest SEC Form 13F filings include Steward Partners Investment Advisory, Llc, Financial Concepts Unlimited, Inc., Eastern Bank, Lpl Financial Llc, and Davenport & Co Llc. InsiderSet ranks institutional holders by their latest reported FLCV position.
What is FLCV institutional ownership?
This page tracks FLCV positions reported by institutional investment managers through SEC Form 13F. FED HERMES LARGE CAP VALUE (FLCV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FLCV?
InsiderSet currently tracks 20 institutional managers reporting FLCV 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 FLCV shareholders.
How much FLCV stock do institutions own?
Institutional investment managers disclosed approximately $68.44M in FLCV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FLCV institutional ownership last updated?
The latest FLCV 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 FLCV 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 FLCV position after the reporting date.
Are institutions buying or selling FLCV?
Institutional buying and selling can be analyzed by comparing FLCV positions across consecutive 13F reporting periods. InsiderSet's FLCV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLCV ownership changes.
How has FLCV institutional ownership changed over time?
InsiderSet tracks FLCV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.