FLCC Institutional Ownership
Federated Hermes MDT Large Cap Core ETF
1W: +0.0%
1M: -0.0%
3M: +2.8%
YTD: +12.9%
1Y: +14.2%
$36.61
+0.25 (+0.70%)
Weekly Expected Move ±1.5%
$36
$36
$37
$37
$38
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FLCC
30
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
98M
Total Invested
11
New Positions
7
Increased
12
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (32 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Tulsa Wealth Advisors, INC NEW | 926,029 | $34M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Spectrum Wealth Advisory Group, LLC NEW | 839,198 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 3 | BlueStem Wealth Partners, LLC | 186,718 | $7M | -12,830 | -6.4% | 4Q | SEC ↗ |
| 4 | GTS FINANCIAL, LLC | 167,719 | $6M | +2,232 | +1.3% | 2Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 115,170 | $4M | +93,161 | +423.3% | 2Q | SEC ↗ |
| 6 | Cambridge Investment Research Advisors | 96,029 | $4M | -43,215 | -31.0% | 6Q | SEC ↗ |
| 7 | Cox Capital Mgt LLC | 79,890 | $3M | -1,097 | -1.4% | 4Q | SEC ↗ |
| 8 | LPL Financial LLC | 71,789 | $3M | -286,401 | -80.0% | 2Q | SEC ↗ |
| 9 | TRUIST FINANCIAL CORP | 34,372 | $1M | +826 | +2.5% | 7Q | SEC ↗ |
| 10 | Steward Partners Investment Advisory, | 31,325 | $1M | -1,109 | -3.4% | 7Q | SEC ↗ |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 28,971 | $1M | +4,060 | +16.3% | 3Q | SEC ↗ |
| 12 | &PARTNERS | 28,660 | $1M | -188 | -0.7% | 7Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 25,071 | $918K | +2,415 | +10.7% | 7Q | SEC ↗ |
| 14 | DAVENPORT & Co LLC | 24,911 | $912K | +1,500 | +6.4% | 4Q | SEC ↗ |
| 15 | 1620 INVESTMENT ADVISORS, INC. | 21,716 | $795K | +20,416 | +1570.5% | 2Q | SEC ↗ |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 19,109 | $700K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Proactive Wealth Strategies LLC NEW | 17,720 | $649K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Prospera Financial Services Inc NEW | 15,994 | $586K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Focus Partners Advisor Solutions, LLC | 12,533 | $459K | -1,537 | -10.9% | 3Q | SEC ↗ |
| 20 | Brady Martz Wealth Solutions, LLC | 12,533 | $459K | -1,537 | -10.9% | 3Q | SEC ↗ |
| 21 | Cetera Investment Advisers NEW | 12,236 | $448K | — | +0.0% | 1Q | SEC ↗ |
| 22 | VICTORY FINANCIAL GROUP, LLC | 11,843 | $434K | -8,417 | -41.5% | 7Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC NEW | 11,720 | $429K | — | +0.0% | 1Q | SEC ↗ |
| 24 | BOKF, NA NEW | 4,577 | $168K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Integrated Wealth Concepts LLC NEW | 2,000 | $73K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Wilkerson Advisory Group LLC | 1,335 | $49K | -1 | -0.1% | 3Q | SEC ↗ |
| 27 | UBS Group AG NEW | 1,109 | $41K | — | +0.0% | 1Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Delta Investment Management, LLC | 0 | $0K | -132,392 | -100.0% | 2Q | SEC ↗ |
| 30 | Baer Investment Advisory LLC | 0 | $0K | -20,260 | -100.0% | 1Q | SEC ↗ |
| 31 | Advisory Services Network, LLC | 0 | $0K | -400 | -100.0% | 1Q | SEC ↗ |
| 32 | Kestra Advisory Services, LLC | 0 | $0K | -2,200 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Tulsa Wealth Advisors, INC | 926,029 | $34M |
| Spectrum Wealth Advisory Group, LLC | 839,198 | $31M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 19,109 | $700K |
| Proactive Wealth Strategies LLC | 17,720 | $649K |
| Prospera Financial Services Inc | 15,994 | $586K |
| Cetera Investment Advisers | 12,236 | $448K |
| CITADEL ADVISORS LLC | 11,720 | $429K |
| BOKF, NA | 4,577 | $168K |
| Integrated Wealth Concepts LLC | 2,000 | $73K |
| UBS Group AG | 1,109 | $41K |
| OSAIC HOLDINGS, INC. | 1 | $0K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Delta Investment Management, LLC | 132,392 | $5M |
| Baer Investment Advisory LLC | 20,260 | $742K |
| Kestra Advisory Services, LLC | 2,200 | $81K |
| Advisory Services Network, LLC | 400 | $15K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +93,161 | +423.3% | 115,170 |
| 1620 INVESTMENT ADVISORS, INC. | +20,416 | +1570.5% | 21,716 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +4,060 | +16.3% | 28,971 |
| ENVESTNET ASSET MANAGEMENT INC | +2,415 | +10.7% | 25,071 |
| GTS FINANCIAL, LLC | +2,232 | +1.3% | 167,719 |
| DAVENPORT & Co LLC | +1,500 | +6.4% | 24,911 |
| TRUIST FINANCIAL CORP | +826 | +2.5% | 34,372 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -286,401 | -80.0% | 71,789 |
| Cambridge Investment Research Advis | -43,215 | -31.0% | 96,029 |
| BlueStem Wealth Partners, LLC | -12,830 | -6.4% | 186,718 |
| VICTORY FINANCIAL GROUP, LLC | -8,417 | -41.5% | 11,843 |
| Focus Partners Advisor Solutions, L | -1,537 | -10.9% | 12,533 |
| Brady Martz Wealth Solutions, LLC | -1,537 | -10.9% | 12,533 |
| Steward Partners Investment Advisor | -1,109 | -3.4% | 31,325 |
| Cox Capital Mgt LLC | -1,097 | -1.4% | 79,890 |
| &PARTNERS | -188 | -0.7% | 28,660 |
| Wilkerson Advisory Group LLC | -1 | -0.1% | 1,335 |