FED HERMES LARGE CAP VALUE (FLCV) Institutional Shareholders
FED HERMES LARGE CAP VALUE (FLCV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $64.04M in FLCV holdings during the latest filing period.
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 $17.80M, representing an estimated gain of +2.42% 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
21
Total Reported Value
$64.04M
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 | $17,797,327 | +$421,293 | +2.42% | |
| Financial Concepts Unlimited, Inc. | 8.65% | 307,724 | $11,034,366 | $11,301,902 | +$267,536 | +2.42% | |
| Eastern Bank | 0.17% | 305,324 | $10,948,320 | $11,213,757 | +$265,437 | +2.42% | |
| Lpl Financial Llc | 0.00% | 263,376 | $9,444,133 | $9,673,116 | +$228,983 | +2.42% | |
| Davenport & Co Llc | 0.02% | 131,871 | $4,728,630 | $4,843,279 | +$114,649 | +2.42% | |
| Commonwealth Equity Services, Llc | 0.00% | 51,129 | $1,833,400 | $1,877,835 | +$44,435 | +2.42% | |
| Allegheny Financial Group | 0.18% | 47,985 | $1,720,669 | $1,762,364 | +$41,695 | +2.42% | |
| Kingswood Wealth Advisors, Llc | 0.05% | 33,765 | $1,210,745 | $1,240,101 | +$29,356 | +2.42% | |
| Prosperity Financial Group, Inc. | 0.36% | 32,089 | $1,150,675 | $1,178,546 | +$27,871 | +2.42% | |
| Comprehensive Financial Planning, Inc./Pa | 0.59% | 31,023 | $1,112,411 | $1,139,394 | +$26,983 | +2.43% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 17,439 | $625,793 | $640,489 | +$14,696 | +2.35% | |
| Proactive Wealth Strategies Llc | 0.09% | 16,460 | $590,224 | $604,533 | +$14,309 | +2.42% | |
| Lri Investments, Llc | 0.04% | 13,631 | $488,780 | $500,631 | +$11,851 | +2.42% | |
| Citadel Advisors Llc | 0.00% | 11,883 | $426,101 | $436,432 | +$10,331 | +2.42% | |
| Raymond James Financial Inc | 0.00% | 11,392 | $408,495 | $418,399 | +$9,904 | +2.42% | |
| Capital Analysts, Llc | 0.01% | 9,786 | $351,000 | $359,414 | +$8,414 | +2.40% | |
| Pine Valley Investments Ltd Liability Co | 0.01% | 7,603 | $272,629 | $279,238 | +$6,609 | +2.42% | |
| Stonebridge Financial Group, Llc / Mo | 0.17% | 7,007 | $251,264 | $257,349 | +$6,085 | +2.42% | |
| Wells Fargo & Company/Mn | 0.00% | 1,422 | $50,990 | $52,226 | +$1,236 | +2.42% | |
| Jpmorgan Chase & Co | 0.00% | 310 | $11,077 | $11,385 | +$308 | +2.78% | |
| Parkside Financial Bank & Trust | 0.00% | 118 | $4,232 | $4,334 | +$102 | +2.41% |
Frequently asked questions about FLCV
Who owns the most FLCV stock?
The largest holders of FLCV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FED HERMES LARGE CAP VALUE (FLCV).
Is FLCV widely held by superinvestors?
Many widely followed stocks like FLCV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FLCV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.