FDV Institutional Ownership
Federated Hermes U.S. Strategic Dividend ETF
1W: -1.0%
1M: -6.5%
3M: -1.5%
YTD: +10.2%
1Y: +10.0%
3Y: +51.4%
$31.47
+0.00 (+0.00%)
Weekly Expected Move ±1.3%
$31
$31
$31
$32
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FDV
84
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
642M
Total Invested
16
New Positions
42
Increased
23
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (88 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3,416,136 | $108M | +409,275 | +13.6% | 13Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 3,339,145 | $105M | +898,323 | +36.8% | 7Q | SEC ↗ |
| 3 | Northwest Financial Advisors NEW | 2,422,914 | $76M | — | +0.0% | 1Q | SEC ↗ |
| 4 | GREAT VALLEY ADVISOR GROUP, INC. | 1,926,873 | $61M | +100,765 | +5.5% | 6Q | SEC ↗ |
| 5 | Thrivent Financial for Lutherans | 1,839,407 | $58M | +44,379 | +2.5% | 4Q | SEC ↗ |
| 6 | Ascension Capital Advisors, Inc. | 1,295,622 | $41M | -10,817 | -0.8% | 14Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 943,476 | $30M | +135,486 | +16.8% | 15Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 666,160 | $21M | +160,922 | +31.9% | 6Q | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 539,520 | $17M | +95,254 | +21.4% | 9Q | SEC ↗ |
| 10 | Lantz Financial LLC | 488,669 | $15M | +40,985 | +9.2% | 14Q | SEC ↗ |
| 11 | Jefferies Financial Group Inc. NEW | 425,000 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 12 | FOURPATH CAPITAL MANAGEMENT, LLC | 394,100 | $12M | -509 | -0.1% | 5Q | SEC ↗ |
| 13 | TRUIST FINANCIAL CORP | 368,426 | $12M | +18,433 | +5.3% | 11Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 348,367 | $11M | +205,870 | +144.5% | 2Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 332,013 | $10M | -16,557 | -4.7% | 14Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 306,738 | $10M | -5,543 | -1.8% | 14Q | SEC ↗ |
| 17 | Integrated Wealth Concepts LLC | 304,946 | $10M | +14,619 | +5.0% | 13Q | SEC ↗ |
| 18 | NewEdge Advisors, LLC | 298,526 | $9M | +24,800 | +9.1% | 14Q | SEC ↗ |
| 19 | Steward Partners Investment Advisory, | 292,535 | $9M | +5,897 | +2.1% | 13Q | SEC ↗ |
| 20 | Willow Financial LLC | 290,221 | $9M | -91,985 | -24.1% | 2Q | SEC ↗ |
| 21 | Private Advisor Group, LLC | 228,685 | $7M | +12,422 | +5.7% | 13Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 209,809 | $7M | +158,590 | +309.6% | 6Q | SEC ↗ |
| 23 | Cetera Investment Advisers | 198,595 | $6M | +19,528 | +10.9% | 10Q | SEC ↗ |
| 24 | FOCUSED ALPHA, LLC | 182,324 | $6M | -40,013 | -18.0% | 3Q | SEC ↗ |
| 25 | Equitable Holdings, Inc. | 150,990 | $5M | +8,779 | +6.2% | 11Q | SEC ↗ |
| 26 | Janney Montgomery Scott LLC | 150,235 | $5M | +29,852 | +24.8% | 12Q | SEC ↗ |
| 27 | JPMORGAN CHASE & CO | 124,223 | $4M | +66,720 | +116.0% | 3Q | SEC ↗ |
| 28 | Financial Concepts Unlimited, Inc. | 122,172 | $4M | +1,282 | +1.1% | 2Q | SEC ↗ |
| 29 | JONES FINANCIAL COMPANIES LLLP | 101,570 | $3M | +27,842 | +37.8% | 5Q | SEC ↗ |
| 30 | DAVENPORT & Co LLC | 86,636 | $3M | +72,401 | +508.6% | 13Q | SEC ↗ |
| 31 | FEDERATED HERMES, INC. | 76,532 | $2M | +25,725 | +50.6% | 3Q | SEC ↗ |
| 32 | Wealthcare Advisory Partners LLC | 74,620 | $2M | +2,655 | +3.7% | 9Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 67,947 | $2M | -16,621 | -19.7% | 11Q | SEC ↗ |
| 34 | Capital Investment Advisory Services, | 54,755 | $2M | +35,111 | +178.7% | 3Q | SEC ↗ |
| 35 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 52,253 | $2M | -6,434 | -11.0% | 12Q | SEC ↗ |
| 36 | &PARTNERS | 48,336 | $2M | +3,902 | +8.8% | 5Q | SEC ↗ |
| 37 | Hilltop Holdings Inc. | 43,160 | $1M | -500 | -1.1% | 14Q | SEC ↗ |
| 38 | Signature Equity Partners, LLC | 41,355 | $1M | +262 | +0.6% | 3Q | SEC ↗ |
| 39 | IFS Group,LLC | 37,801 | $1M | +8,563 | +29.3% | 2Q | SEC ↗ |
| 40 | Sanctuary Advisors, LLC | 31,789 | $1M | -14,751 | -31.7% | 9Q | SEC ↗ |
| 41 | Gladstone Institutional Advisory LLC | 31,185 | $981K | +155 | +0.5% | 7Q | SEC ↗ |
| 42 | Claro Advisors Inc. | 30,906 | $973K | +1,166 | +3.9% | 13Q | SEC ↗ |
| 43 | STIFEL FINANCIAL CORP | 29,375 | $924K | +13,604 | +86.3% | 5Q | SEC ↗ |
| 44 | Kestra Advisory Services, LLC | 25,336 | $797K | +1,454 | +6.1% | 7Q | SEC ↗ |
| 45 | Intrua Financial, LLC | 24,620 | $775K | +710 | +3.0% | 7Q | SEC ↗ |
| 46 | Global Retirement Partners, LLC NEW | 22,339 | $703K | — | +0.0% | 1Q | SEC ↗ |
| 47 | HighTower Advisors, LLC | 21,604 | $680K | +3 | +0.0% | 7Q | SEC ↗ |
| 48 | Arax Advisory Partners NEW | 15,728 | $495K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Schneider Downs Wealth Management Advi | 15,242 | $480K | — | +0.0% | 11Q | SEC ↗ |
| 50 | CITADEL ADVISORS LLC | 14,993 | $472K | +3,860 | +34.7% | 2Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| Northwest Financial Advisors | 2,422,914 | $76M |
| Jefferies Financial Group Inc. | 425,000 | $13M |
| Global Retirement Partners, LLC | 22,339 | $703K |
| Arax Advisory Partners | 15,728 | $495K |
| NATIXIS ADVISORS, LLC | 10,741 | $338K |
| GATEWAY INVESTMENT ADVISERS LLC | 10,269 | $323K |
| MGO ONE SEVEN LLC | 9,450 | $297K |
| Sowell Financial Services LLC | 9,331 | $294K |
| CARY STREET PARTNERS FINANCIAL LLC | 7,923 | $249K |
| Vise Technologies, Inc. | 7,854 | $247K |
| D.A. DAVIDSON & CO. | 7,601 | $239K |
| MML INVESTORS SERVICES, LLC | 6,646 | $209K |
| IFG Advisory, LLC | 1,588 | $50K |
| SIMS INVESTMENT MANAGEMENT, LLC | 177 | $6K |
| MV CAPITAL MANAGEMENT, INC. | 74 | $2K |
| MERCER GLOBAL ADVISORS INC /ADV | 8 | $0K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSO | 103,750 | $3M |
| First Commonwealth Financial Corp / | 75,517 | $2M |
| Diversified Portfolios, Inc. | 19,778 | $622K |
| Strategic Financial Concepts, LLC | 12,416 | $391K |
| FLOW TRADERS U.S. LLC | 11,828 | $372K |
| Advisory Services Network, LLC | 1,230 | $39K |
| Western Wealth Management, LLC | 711 | $22K |
| Sound Income Strategies, LLC | 500 | $16K |
| FLAGSHIP HARBOR ADVISORS, LLC | 307 | $10K |
| Holos Integrated Wealth LLC | 20 | $1K |
Biggest Increases (20)
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Willow Financial LLC | -91,985 | -24.1% | 290,221 |
| FOCUSED ALPHA, LLC | -40,013 | -18.0% | 182,324 |
| COMMONWEALTH EQUITY SERVICES, LLC | -16,621 | -19.7% | 67,947 |
| OSAIC HOLDINGS, INC. | -16,557 | -4.7% | 332,013 |
| Sanctuary Advisors, LLC | -14,751 | -31.7% | 31,789 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -14,071 | -63.8% | 7,986 |
| Gateway Wealth Partners, LLC | -13,785 | -48.2% | 14,811 |
| Ascension Capital Advisors, Inc. | -10,817 | -0.8% | 1,295,622 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -6,434 | -11.0% | 52,253 |
| ROYAL BANK OF CANADA | -5,543 | -1.8% | 306,738 |
| Abound Wealth Management | -648 | -80.8% | 154 |
| Essex Financial Services, Inc. | -550 | -3.9% | 13,433 |
| FOURPATH CAPITAL MANAGEMENT, LLC | -509 | -0.1% | 394,100 |
| Hilltop Holdings Inc. | -500 | -1.1% | 43,160 |
| KINGSWOOD WEALTH ADVISORS, LLC | -492 | -4.2% | 11,217 |
| MORGAN STANLEY | -292 | -29.9% | 683 |
| Capital Analysts, LLC | -13 | -0.2% | 5,520 |