MKTN Institutional Ownership & Shareholders
FED HRMS MDT MKT NEUTRAL ETF (MKTN) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $96.10M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Federated Hermes, Inc. is currently the largest disclosed institutional shareholder of MKTN tracked by InsiderSet, reporting ownership valued at approximately $45.15M 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 $50.21M, representing an estimated gain of +11.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed MKTN value among the investors covered in this analysis. Major shareholders include Federated Hermes, Inc., Frederick Financial Consultants, Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in FED HRMS MDT MKT NEUTRAL ETF (MKTN).
This page ranks the largest institutional MKTN 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
$96.10M
Largest Holder
Federated Hermes, Inc.
Largest Position
$45.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Federated Hermes, Inc. | 0.06% | 1,738,712 | $45,154,351 | $50,214,003 | +$5,059,652 | +11.21% | |
| Frederick Financial Consultants, Llc | 6.39% | 545,909 | $15,236,325 | $15,765,852 | +$529,527 | +3.48% | |
| Commonwealth Equity Services, Llc | 0.01% | 235,730 | $6,579,223 | $6,807,882 | +$228,659 | +3.48% | |
| Envestnet Asset Management Inc | 0.00% | 216,591 | $5,624,868 | $6,255,148 | +$630,280 | +11.21% | |
| Financial Concepts Unlimited, Inc. | 4.13% | 202,773 | $5,266,018 | $5,856,084 | +$590,066 | +11.21% | |
| Kingswood Wealth Advisors, Llc | 0.19% | 178,858 | $4,991,927 | $5,165,419 | +$173,492 | +3.48% | |
| Hilltop Holdings Inc. | 0.31% | 146,267 | $3,798,554 | $4,224,191 | +$425,637 | +11.21% | |
| Elyxium Wealth, Llc | 0.34% | 118,842 | $3,316,871 | $3,432,157 | +$115,286 | +3.48% | |
| Avidian Wealth Enterprises, Llc | 0.03% | 38,234 | $1,067,111 | $1,104,198 | +$37,087 | +3.48% | |
| Arkadios Wealth Advisors | 0.01% | 35,161 | $913,131 | $1,015,450 | +$102,319 | +11.21% | |
| Royal Bank Of Canada | 0.00% | 30,513 | $792,000 | $881,215 | +$89,215 | +11.26% | |
| Concurrent Investment Advisors, Llc | 0.01% | 26,925 | $751,473 | $777,594 | +$26,121 | +3.48% | |
| Sterling Investment Advisors, Ltd. | 0.10% | 22,100 | $616,811 | $638,248 | +$21,437 | +3.48% | |
| Cary Street Partners Financial Llc | 0.01% | 21,398 | $555,706 | $617,974 | +$62,268 | +11.21% | |
| Kestra Advisory Services, Llc | 0.00% | 12,492 | $348,652 | $360,769 | +$12,117 | +3.48% | |
| Harbor Investment Advisory, Llc | 0.02% | 10,055 | $280,635 | $290,388 | +$9,753 | +3.48% | |
| Mml Investors Services, Llc | 0.00% | 9,709 | $252,143 | $280,396 | +$28,253 | +11.21% | |
| Mma Asset Management Llc | 0.08% | 8,740 | $243,933 | $252,411 | +$8,478 | +3.48% | |
| Raymond James Financial Inc | 0.00% | 8,852 | $229,886 | $255,646 | +$25,760 | +11.21% | |
| Cordgrass Capital Advisors, Llc | 0.02% | 2,406 | $67,151 | $69,485 | +$2,334 | +3.48% | |
| Wells Fargo & Company/Mn | 0.00% | 463 | $12,024 | $13,371 | +$1,347 | +11.21% |
Frequently asked questions about MKTN
Who are the largest institutional holders of MKTN?
The largest institutional holders of MKTN reported in the latest SEC Form 13F filings include Federated Hermes, Inc., Frederick Financial Consultants, Llc, Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, and Financial Concepts Unlimited, Inc.. InsiderSet ranks institutional holders by their latest reported MKTN position.
What is MKTN institutional ownership?
This page tracks MKTN positions reported by institutional investment managers through SEC Form 13F. FED HRMS MDT MKT NEUTRAL ETF (MKTN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MKTN?
InsiderSet currently tracks 21 institutional managers reporting MKTN 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 MKTN shareholders.
How much MKTN stock do institutions own?
Institutional investment managers disclosed approximately $96.10M in MKTN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MKTN institutional ownership last updated?
The latest MKTN 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 MKTN 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 MKTN position after the reporting date.
Are institutions buying or selling MKTN?
Institutional buying and selling can be analyzed by comparing MKTN positions across consecutive 13F reporting periods. InsiderSet's MKTN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MKTN ownership changes.
How has MKTN institutional ownership changed over time?
InsiderSet tracks MKTN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.