FED HERMES SMALL CAP CORE (FSCC) Institutional Shareholders

FED HERMES SMALL CAP CORE (FSCC) 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 $326.62M in FSCC holdings during the latest filing period.

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 $41.09M, representing an estimated loss of -7.82% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed FSCC value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Pinnacle Financial Partners, 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

40

Total Reported Value

$326.62M

Largest Holder

Lpl Financial Llc

Largest Position

$44.58M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

45

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.01%1,194,163$44,578,090$41,091,149-$3,486,941-7.82%
Envestnet Asset Management Inc0.01%1,091,662$40,751,746$37,564,089-$3,187,657-7.82%
Pinnacle Financial Partners, Inc.0.26%1,033,467$38,579,323$35,561,599-$3,017,724-7.82%
Intellus Advisors Llc3.56%784,675$29,291,918$27,000,667-$2,291,251-7.82%
First Financial Bankshares Inc0.52%738,196$27,556,857$25,401,324-$2,155,533-7.82%
Nicolet Bankshares Inc0.51%435,082$15,999,586$14,971,172-$1,028,414-6.43%
Truist Financial Corp0.02%425,661$15,889,938$14,646,995-$1,242,943-7.82%
Summit Investment Advisory Services, Llc3.90%416,300$15,540,484$14,324,883-$1,215,601-7.82%
&Partners0.06%398,078$14,859,512$13,697,864-$1,161,648-7.82%
Frederick Financial Consultants, Llc6.15%388,579$14,505,640$13,371,003-$1,134,637-7.82%
Mml Investors Services, Llc0.02%291,960$10,898,857$10,046,344-$852,513-7.82%
Elevation Point Wealth Partners, Llc0.19%269,820$10,072,387$9,284,506-$787,881-7.82%
Lifestyle Asset Management, Inc.2.46%245,392$9,160,483$8,443,939-$716,544-7.82%
Financial Concepts Unlimited, Inc.5.91%201,958$7,539,101$6,949,375-$589,726-7.82%
Private Advisor Group, Llc0.03%147,993$5,524,578$5,092,439-$432,139-7.82%
Argent Trust Co0.12%107,024$3,995,211$3,682,696-$312,515-7.82%
Heritage Trust Co0.21%63,503$2,370,578$2,185,138-$185,440-7.82%
Rockefeller Capital Management L.P.0.00%54,791$2,045,348$1,885,358-$159,990-7.82%
Commonwealth Equity Services, Llc0.00%46,285$1,727,800$1,592,667-$135,133-7.82%
Davenport & Co Llc0.01%39,744$1,483,641$1,367,591-$116,050-7.82%
Intrua Financial, Llc0.13%36,660$1,368,518$1,261,471-$107,047-7.82%
Gladstone Institutional Advisory Llc0.04%35,761$1,334,958$1,230,536-$104,422-7.82%
Towerpoint Wealth, Llc0.42%32,457$1,211,637$1,116,845-$94,792-7.82%
Arkadios Wealth Advisors0.02%31,923$1,191,686$1,098,470-$93,216-7.82%
Kestra Private Wealth Services, Llc0.01%31,325$1,169,346$1,077,893-$91,453-7.82%
Americana Partners, Llc0.02%28,875$1,077,904$993,589-$84,315-7.82%
Essex Financial Services, Inc.0.05%27,811$1,038,177$956,977-$81,200-7.82%
First American Bank0.05%22,421$836,975$771,507-$65,468-7.82%
Hancock Whitney Corp0.01%22,231$829,883$764,969-$64,914-7.82%
Stifel Financial Corp0.00%19,781$738,425$680,664-$57,761-7.82%
Steward Partners Investment Advisory, Llc0.00%19,054$711,286$655,648-$55,638-7.82%
Vestmark Advisory Solutions, Inc.0.01%16,921$631,661$582,252-$49,409-7.82%
Sanctuary Advisors, Llc0.00%13,540$505,448$465,911-$39,537-7.82%
Jane Street Group, Llc0.00%12,293$458,898$423,002-$35,896-7.82%
Johnson Financial Group, Inc.0.01%12,200$455,426$419,802-$35,624-7.82%
Prospera Financial Services Inc0.01%10,499$391,917$361,271-$30,646-7.82%
Cedrus Wealth Group Llc0.21%6,488$242,197$223,252-$18,945-7.82%
Jpmorgan Chase & Co0.00%1,080$39,830$37,163-$2,667-6.70%
Wells Fargo & Company/Mn0.00%289$10,788$9,944-$844-7.82%
Cambridge Investment Research Advisors, Inc.0.00%15,878$593$546,362+$545,769+92035.24%
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Frequently asked questions about FSCC

  • Who owns the most FSCC stock?

    The largest holders of FSCC 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 SMALL CAP CORE (FSCC).

  • Is FSCC widely held by superinvestors?

    Many widely followed stocks like FSCC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FSCC 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.