FSCC Institutional Ownership & Shareholders
FED HERMES SMALL CAP CORE (FSCC) is currently held by 43 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $382.90M 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 FSCC tracked by InsiderSet, reporting ownership valued at approximately $44.58M 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 $40.56M, representing an estimated loss of -9.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed FSCC value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Grimes & Co Wealth Management, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FED HERMES SMALL CAP CORE (FSCC).
This page ranks the largest institutional FSCC 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
43
Total Reported Value
$382.90M
Largest Holder
Lpl Financial Llc
Largest Position
$44.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,194,163 | $44,578,090 | $40,559,269 | -$4,018,821 | -9.02% | |
| Grimes & Co Wealth Management, Llc | 1.04% | 1,327,639 | $44,422,801 | $45,092,728 | +$669,927 | +1.51% | |
| Envestnet Asset Management Inc | 0.01% | 1,091,662 | $40,751,746 | $37,077,863 | -$3,673,883 | -9.02% | |
| Pinnacle Financial Partners, Inc. | 0.26% | 1,033,467 | $38,579,323 | $35,101,293 | -$3,478,030 | -9.02% | |
| Intellus Advisors Llc | 3.56% | 784,675 | $29,291,918 | $26,651,173 | -$2,640,745 | -9.02% | |
| First Financial Bankshares Inc | 0.52% | 738,196 | $27,556,857 | $25,072,532 | -$2,484,325 | -9.02% | |
| Nicolet Bankshares Inc | 0.51% | 435,082 | $15,999,586 | $14,777,386 | -$1,222,200 | -7.64% | |
| &Partners | 0.06% | 398,078 | $14,859,512 | $13,520,560 | -$1,338,952 | -9.01% | |
| Truist Financial Corp | 0.02% | 434,797 | $14,548,319 | $14,767,706 | +$219,387 | +1.51% | |
| Summit Investment Advisory Services, Llc | 3.46% | 416,644 | $13,940,904 | $14,151,147 | +$210,243 | +1.51% | |
| New England Capital Financial Advisors Llc | 3.20% | 410,503 | $13,735,431 | $13,942,570 | +$207,139 | +1.51% | |
| Frederick Financial Consultants, Llc | 5.54% | 394,302 | $13,193,333 | $13,392,310 | +$198,977 | +1.51% | |
| Mml Investors Services, Llc | 0.02% | 291,960 | $10,898,857 | $9,916,305 | -$982,552 | -9.02% | |
| Elevation Point Wealth Partners, Llc | 0.19% | 269,820 | $10,072,387 | $9,164,328 | -$908,059 | -9.02% | |
| Lifestyle Asset Management, Inc. | 2.02% | 250,202 | $8,371,768 | $8,498,011 | +$126,243 | +1.51% | |
| Financial Concepts Unlimited, Inc. | 5.91% | 201,958 | $7,539,101 | $6,859,423 | -$679,678 | -9.02% | |
| Private Advisor Group, Llc | 0.03% | 147,993 | $5,524,578 | $5,026,523 | -$498,055 | -9.02% | |
| Davenport & Co Llc | 0.03% | 144,552 | $4,836,708 | $4,909,651 | +$72,943 | +1.51% | |
| Argent Trust Co | 0.12% | 107,024 | $3,995,211 | $3,635,027 | -$360,184 | -9.02% | |
| Heritage Trust Co | 0.21% | 63,503 | $2,370,578 | $2,156,854 | -$213,724 | -9.02% | |
| Rockefeller Capital Management L.P. | 0.00% | 54,791 | $2,045,348 | $1,860,954 | -$184,394 | -9.02% | |
| Commonwealth Equity Services, Llc | 0.00% | 50,440 | $1,687,710 | $1,713,174 | +$25,464 | +1.51% | |
| Intrua Financial, Llc | 0.13% | 40,190 | $1,344,757 | $1,365,037 | +$20,280 | +1.51% | |
| Gladstone Institutional Advisory Llc | 0.04% | 35,761 | $1,334,958 | $1,214,608 | -$120,350 | -9.02% | |
| Arkadios Wealth Advisors | 0.02% | 31,923 | $1,191,686 | $1,084,252 | -$107,434 | -9.02% | |
| Essex Financial Services, Inc. | 0.05% | 27,811 | $1,038,177 | $944,589 | -$93,588 | -9.01% | |
| Americana Partners, Llc | 0.02% | 30,982 | $1,036,658 | $1,052,291 | +$15,633 | +1.51% | |
| Kestra Private Wealth Services, Llc | 0.01% | 30,714 | $1,027,676 | $1,043,189 | +$15,513 | +1.51% | |
| Towerpoint Wealth, Llc | 0.36% | 30,097 | $1,007,061 | $1,022,233 | +$15,172 | +1.51% | |
| First American Bank | 0.05% | 25,423 | $850,654 | $863,482 | +$12,828 | +1.51% | |
| Hancock Whitney Corp | 0.01% | 22,231 | $829,883 | $755,067 | -$74,816 | -9.02% | |
| Stifel Financial Corp | 0.00% | 19,781 | $738,425 | $671,854 | -$66,571 | -9.02% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 19,054 | $711,286 | $647,161 | -$64,125 | -9.02% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 16,921 | $631,661 | $574,715 | -$56,946 | -9.02% | |
| Sanctuary Advisors, Llc | 0.00% | 13,540 | $505,448 | $459,881 | -$45,567 | -9.02% | |
| Jane Street Group, Llc | 0.00% | 12,293 | $458,898 | $417,527 | -$41,371 | -9.02% | |
| Johnson Financial Group, Inc. | 0.01% | 12,200 | $455,426 | $414,368 | -$41,058 | -9.02% | |
| Prospera Financial Services Inc | 0.01% | 12,015 | $407,779 | $408,085 | +$306 | +0.07% | |
| Cedrus Wealth Group Llc | 0.21% | 6,488 | $242,197 | $220,362 | -$21,835 | -9.02% | |
| Petros Family Wealth, Llc | 0.14% | 6,980 | $233,551 | $237,073 | +$3,522 | +1.51% | |
| Jpmorgan Chase & Co | 0.00% | 1,080 | $39,830 | $36,682 | -$3,148 | -7.90% | |
| Wells Fargo & Company/Mn | 0.00% | 289 | $10,788 | $9,816 | -$972 | -9.01% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 16,294 | $545 | $553,419 | +$552,874 | +101444.81% |
Frequently asked questions about FSCC
Who are the largest institutional holders of FSCC?
The largest institutional holders of FSCC reported in the latest SEC Form 13F filings include Lpl Financial Llc, Grimes & Co Wealth Management, Llc, Envestnet Asset Management Inc, Pinnacle Financial Partners, Inc., and Intellus Advisors Llc. InsiderSet ranks institutional holders by their latest reported FSCC position.
What is FSCC institutional ownership?
This page tracks FSCC positions reported by institutional investment managers through SEC Form 13F. FED HERMES SMALL CAP CORE (FSCC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FSCC?
InsiderSet currently tracks 43 institutional managers reporting FSCC 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 FSCC shareholders.
How much FSCC stock do institutions own?
Institutional investment managers disclosed approximately $382.90M in FSCC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FSCC institutional ownership last updated?
The latest FSCC 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 FSCC 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 FSCC position after the reporting date.
Are institutions buying or selling FSCC?
Institutional buying and selling can be analyzed by comparing FSCC positions across consecutive 13F reporting periods. InsiderSet's FSCC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FSCC ownership changes.
How has FSCC institutional ownership changed over time?
InsiderSet tracks FSCC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.