FLCG Institutional Ownership
Federated Hermes MDT Large Cap Growth ETF
1W: +0.7%
1M: +3.6%
3M: +5.8%
YTD: +9.4%
1Y: +10.2%
$36.05
+0.30 (+0.84%)
Weekly Expected Move ±1.8%
$35
$35
$36
$37
$37
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FLCG
39
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
491M
Total Invested
7
New Positions
18
Increased
13
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (42 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 6,239,920 | $225M | +41,225 | +0.7% | 6Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,666,975 | $60M | +545,180 | +48.6% | 3Q | SEC ↗ |
| 3 | BENJAMIN EDWARDS INC | 1,333,932 | $48M | -3,710 | -0.3% | 3Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 1,006,578 | $36M | -82,439 | -7.6% | 3Q | SEC ↗ |
| 5 | Kestra Advisory Services, LLC | 933,563 | $34M | -45,646 | -4.7% | 3Q | SEC ↗ |
| 6 | Cambridge Investment Research Advisors | 908,916 | $33M | +83,990 | +10.2% | 7Q | SEC ↗ |
| 7 | Summit Investment Advisory Services, L NEW | 796,716 | $29M | — | +0.0% | 1Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 353,511 | $13M | -2,123 | -0.6% | 5Q | SEC ↗ |
| 9 | MML INVESTORS SERVICES, LLC | 351,546 | $13M | +26,618 | +8.2% | 5Q | SEC ↗ |
| 10 | MGO ONE SEVEN LLC | 196,397 | $7M | +5,068 | +2.6% | 4Q | SEC ↗ |
| 11 | DAVENPORT & Co LLC NEW | 168,682 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Rubicon Advisors, GP NEW | 140,880 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Sanctuary Advisors, LLC | 116,692 | $4M | +1,237 | +1.1% | 7Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 96,442 | $3M | -7,999 | -7.7% | 5Q | SEC ↗ |
| 15 | Stegent Equity Advisors, Inc. | 78,273 | $3M | +8,107 | +11.6% | 4Q | SEC ↗ |
| 16 | Towerpoint Wealth, LLC | 72,050 | $3M | +3,095 | +4.5% | 7Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 51,632 | $2M | +2,086 | +4.2% | 2Q | SEC ↗ |
| 18 | Somerset Trust Co | 41,167 | $1M | +9,638 | +30.6% | 2Q | SEC ↗ |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | 27,357 | $986K | +47 | +0.2% | 3Q | SEC ↗ |
| 20 | Private Advisor Group, LLC | 26,912 | $970K | +8,683 | +47.6% | 2Q | SEC ↗ |
| 21 | JANE STREET GROUP, LLC NEW | 23,722 | $855K | — | +0.0% | 1Q | SEC ↗ |
| 22 | KINGSWOOD WEALTH ADVISORS, LLC | 23,641 | $852K | +1,700 | +7.7% | 7Q | SEC ↗ |
| 23 | Capital Analysts, LLC | 21,692 | $782K | +4,576 | +26.7% | 7Q | SEC ↗ |
| 24 | Pine Valley Investments Ltd Liability | 17,267 | $622K | +2,948 | +20.6% | 4Q | SEC ↗ |
| 25 | Integrated Wealth Concepts LLC | 16,058 | $579K | +5,987 | +59.4% | 2Q | SEC ↗ |
| 26 | FLOW TRADERS U.S. LLC | 9,482 | $342K | -683 | -6.7% | 2Q | SEC ↗ |
| 27 | Steward Partners Investment Advisory, | 6,453 | $233K | +284 | +4.6% | 7Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 2,350 | $85K | +1,506 | +178.4% | 3Q | SEC ↗ |
| 29 | Prosperity Bancshares Inc NEW | 980 | $35K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Wilkerson Advisory Group LLC | 939 | $34K | — | +0.0% | 3Q | SEC ↗ |
| 31 | CWM, LLC NEW | 907 | $33K | — | +0.0% | 1Q | SEC ↗ |
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 551 | $20K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Horizon Investments, LLC | 293 | $11K | -293 | -50.0% | 3Q | SEC ↗ |
| 34 | OSAIC HOLDINGS, INC. NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 35 | TRUIST FINANCIAL CORP | 0 | $0K | -6,816 | -100.0% | 4Q | SEC ↗ |
| 36 | SHP Wealth Management | 0 | $0K | -2,631 | -100.0% | 1Q | SEC ↗ |
| 37 | UBS Group AG | 0 | $0K | -1,092 | -100.0% | 3Q | SEC ↗ |
| 38 | SkyView Investment Advisors, LLC | 0 | $0K | -9,314 | -100.0% | 5Q | SEC ↗ |
| 39 | Independent Advisor Alliance | 0 | $0K | -112,220 | -100.0% | 1Q | SEC ↗ |
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -62,986 | -100.0% | 3Q | SEC ↗ |
| 41 | Cedrus Wealth Group LLC | 0 | $0K | -37,034 | -100.0% | 2Q | SEC ↗ |
| 42 | WELLS FARGO & COMPANY/MN | 0 | $0K | -419 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Summit Investment Advisory Services | 796,716 | $29M |
| DAVENPORT & Co LLC | 168,682 | $6M |
| Rubicon Advisors, GP | 140,880 | $5M |
| JANE STREET GROUP, LLC | 23,722 | $855K |
| Prosperity Bancshares Inc | 980 | $35K |
| CWM, LLC | 907 | $33K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 551 | $20K |
| OSAIC HOLDINGS, INC. | 1 | $0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 112,220 | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 62,986 | $2M |
| Cedrus Wealth Group LLC | 37,034 | $1M |
| SkyView Investment Advisors, LLC | 9,314 | $336K |
| TRUIST FINANCIAL CORP | 6,816 | $246K |
| SHP Wealth Management | 2,631 | $95K |
| UBS Group AG | 1,092 | $39K |
| WELLS FARGO & COMPANY/MN | 419 | $15K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +545,180 | +48.6% | 1,666,975 |
| Cambridge Investment Research Advis | +83,990 | +10.2% | 908,916 |
| COMMONWEALTH EQUITY SERVICES, LLC | +41,225 | +0.7% | 6,239,920 |
| MML INVESTORS SERVICES, LLC | +26,618 | +8.2% | 351,546 |
| Somerset Trust Co | +9,638 | +30.6% | 41,167 |
| Private Advisor Group, LLC | +8,683 | +47.6% | 26,912 |
| Stegent Equity Advisors, Inc. | +8,107 | +11.6% | 78,273 |
| Integrated Wealth Concepts LLC | +5,987 | +59.4% | 16,058 |
| MGO ONE SEVEN LLC | +5,068 | +2.6% | 196,397 |
| Capital Analysts, LLC | +4,576 | +26.7% | 21,692 |
| Towerpoint Wealth, LLC | +3,095 | +4.5% | 72,050 |
| Pine Valley Investments Ltd Liabili | +2,948 | +20.6% | 17,267 |
| Cetera Investment Advisers | +2,086 | +4.2% | 51,632 |
| KINGSWOOD WEALTH ADVISORS, LLC | +1,700 | +7.7% | 23,641 |
| JPMORGAN CHASE & CO | +1,506 | +178.4% | 2,350 |
| Sanctuary Advisors, LLC | +1,237 | +1.1% | 116,692 |
| Steward Partners Investment Advisor | +284 | +4.6% | 6,453 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +47 | +0.2% | 27,357 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -82,439 | -7.6% | 1,006,578 |
| Kestra Advisory Services, LLC | -45,646 | -4.7% | 933,563 |
| ROYAL BANK OF CANADA | -7,999 | -7.7% | 96,442 |
| BENJAMIN EDWARDS INC | -3,710 | -0.3% | 1,333,932 |
| ENVESTNET ASSET MANAGEMENT INC | -2,123 | -0.6% | 353,511 |
| FLOW TRADERS U.S. LLC | -683 | -6.7% | 9,482 |
| Horizon Investments, LLC | -293 | -50.0% | 293 |