FSCC Institutional Ownership
Federated Hermes MDT Small Cap Core ETF
1W: -0.1%
1M: -4.2%
3M: -7.1%
YTD: +12.6%
1Y: +14.7%
$33.96
+0.32 (+0.95%)
Weekly Expected Move ±1.6%
$33
$33
$34
$34
$35
Overview
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Holdings
Changes
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Short Interest
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Institutional Ownership — FSCC
43
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
327M
Total Invested
10
New Positions
26
Increased
6
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (45 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,194,163 | $41M | +360,618 | +43.3% | 2Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,091,662 | $37M | +421,068 | +62.8% | 7Q | SEC ↗ |
| 3 | Pinnacle Financial Partners, Inc. | 1,033,467 | $35M | +108,102 | +11.7% | 3Q | SEC ↗ |
| 4 | Intellus Advisors LLC | 784,675 | $27M | +7,652 | +1.0% | 4Q | SEC ↗ |
| 5 | First Financial Bankshares Inc NEW | 738,196 | $25M | — | +0.0% | 1Q | SEC ↗ |
| 6 | NICOLET BANKSHARES INC | 435,082 | $15M | +93,484 | +27.4% | 2Q | SEC ↗ |
| 7 | TRUIST FINANCIAL CORP | 425,661 | $14M | +59,097 | +16.1% | 4Q | SEC ↗ |
| 8 | Summit Investment Advisory Services, L NEW | 416,300 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 9 | &PARTNERS | 398,078 | $14M | +274,617 | +222.4% | 7Q | SEC ↗ |
| 10 | Frederick Financial Consultants, LLC | 388,579 | $13M | +20,740 | +5.6% | 2Q | SEC ↗ |
| 11 | MML INVESTORS SERVICES, LLC | 291,960 | $10M | +93,177 | +46.9% | 3Q | SEC ↗ |
| 12 | ELEVATION POINT WEALTH PARTNERS, LLC | 269,820 | $9M | +1,379 | +0.5% | 2Q | SEC ↗ |
| 13 | Lifestyle Asset Management, Inc. | 245,392 | $8M | +27,667 | +12.7% | 3Q | SEC ↗ |
| 14 | Financial Concepts Unlimited, Inc. | 201,958 | $7M | +1,003 | +0.5% | 2Q | SEC ↗ |
| 15 | Private Advisor Group, LLC NEW | 147,993 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Argent Trust Co | 107,024 | $4M | +56,833 | +113.2% | 3Q | SEC ↗ |
| 17 | Heritage Trust Co | 63,503 | $2M | +4,393 | +7.4% | 3Q | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. NEW | 54,791 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 46,285 | $2M | +4,272 | +10.2% | 5Q | SEC ↗ |
| 20 | DAVENPORT & Co LLC | 39,744 | $1M | +23,183 | +140.0% | 4Q | SEC ↗ |
| 21 | Intrua Financial, LLC | 36,660 | $1M | +33 | +0.1% | 2Q | SEC ↗ |
| 22 | Gladstone Institutional Advisory LLC | 35,761 | $1M | +11,069 | +44.8% | 2Q | SEC ↗ |
| 23 | Towerpoint Wealth, LLC | 32,457 | $1M | +2,029 | +6.7% | 7Q | SEC ↗ |
| 24 | Arkadios Wealth Advisors | 31,923 | $1M | +160 | +0.5% | 2Q | SEC ↗ |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | 31,325 | $1M | -584 | -1.8% | 3Q | SEC ↗ |
| 26 | Americana Partners, LLC | 28,875 | $981K | +6,200 | +27.3% | 2Q | SEC ↗ |
| 27 | Essex Financial Services, Inc. | 27,811 | $944K | +397 | +1.4% | 5Q | SEC ↗ |
| 28 | FIRST AMERICAN BANK NEW | 22,421 | $761K | — | +0.0% | 1Q | SEC ↗ |
| 29 | HANCOCK WHITNEY CORP | 22,231 | $755K | +90 | +0.4% | 3Q | SEC ↗ |
| 30 | STIFEL FINANCIAL CORP NEW | 19,781 | $672K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Steward Partners Investment Advisory, | 19,054 | $647K | +309 | +1.6% | 7Q | SEC ↗ |
| 32 | Vestmark Advisory Solutions, Inc. NEW | 16,921 | $575K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 15,878 | $539K | -1,342 | -7.8% | 3Q | SEC ↗ |
| 34 | Sanctuary Advisors, LLC | 13,540 | $460K | +250 | +1.9% | 3Q | SEC ↗ |
| 35 | JANE STREET GROUP, LLC | 12,293 | $417K | +1,396 | +12.8% | 2Q | SEC ↗ |
| 36 | Johnson Financial Group, Inc. | 12,200 | $414K | — | +0.0% | 2Q | SEC ↗ |
| 37 | Prospera Financial Services Inc NEW | 10,499 | $357K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Cedrus Wealth Group LLC | 6,488 | $220K | -48,949 | -88.3% | 3Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO NEW | 1,080 | $37K | — | +0.0% | 1Q | SEC ↗ |
| 40 | WELLS FARGO & COMPANY/MN NEW | 289 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -22,715 | -100.0% | 3Q | SEC ↗ |
| 42 | Waverly Advisors, LLC | 0 | $0K | -7,059 | -100.0% | 1Q | SEC ↗ |
| 43 | MORGAN STANLEY | 0 | $0K | -9 | -100.0% | 1Q | SEC ↗ |
| 44 | Parkside Financial Bank & Trust | 0 | $0K | -819 | -100.0% | 1Q | SEC ↗ |
| 45 | CITADEL ADVISORS LLC | 0 | $0K | -8,082 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| First Financial Bankshares Inc | 738,196 | $25M |
| Summit Investment Advisory Services | 416,300 | $14M |
| Private Advisor Group, LLC | 147,993 | $5M |
| Rockefeller Capital Management L.P. | 54,791 | $2M |
| FIRST AMERICAN BANK | 22,421 | $761K |
| STIFEL FINANCIAL CORP | 19,781 | $672K |
| Vestmark Advisory Solutions, Inc. | 16,921 | $575K |
| Prospera Financial Services Inc | 10,499 | $357K |
| JPMORGAN CHASE & CO | 1,080 | $37K |
| WELLS FARGO & COMPANY/MN | 289 | $10K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 22,715 | $771K |
| CITADEL ADVISORS LLC | 8,082 | $274K |
| Waverly Advisors, LLC | 7,059 | $240K |
| Parkside Financial Bank & Trust | 819 | $28K |
| MORGAN STANLEY | 9 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +421,068 | +62.8% | 1,091,662 |
| LPL Financial LLC | +360,618 | +43.3% | 1,194,163 |
| &PARTNERS | +274,617 | +222.4% | 398,078 |
| Pinnacle Financial Partners, Inc. | +108,102 | +11.7% | 1,033,467 |
| NICOLET BANKSHARES INC | +93,484 | +27.4% | 435,082 |
| MML INVESTORS SERVICES, LLC | +93,177 | +46.9% | 291,960 |
| TRUIST FINANCIAL CORP | +59,097 | +16.1% | 425,661 |
| Argent Trust Co | +56,833 | +113.2% | 107,024 |
| Lifestyle Asset Management, Inc. | +27,667 | +12.7% | 245,392 |
| DAVENPORT & Co LLC | +23,183 | +140.0% | 39,744 |
| Frederick Financial Consultants, LL | +20,740 | +5.6% | 388,579 |
| Gladstone Institutional Advisory LL | +11,069 | +44.8% | 35,761 |
| Intellus Advisors LLC | +7,652 | +1.0% | 784,675 |
| Americana Partners, LLC | +6,200 | +27.3% | 28,875 |
| Heritage Trust Co | +4,393 | +7.4% | 63,503 |
| COMMONWEALTH EQUITY SERVICES, LLC | +4,272 | +10.2% | 46,285 |
| Towerpoint Wealth, LLC | +2,029 | +6.7% | 32,457 |
| JANE STREET GROUP, LLC | +1,396 | +12.8% | 12,293 |
| ELEVATION POINT WEALTH PARTNERS, LL | +1,379 | +0.5% | 269,820 |
| Financial Concepts Unlimited, Inc. | +1,003 | +0.5% | 201,958 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cedrus Wealth Group LLC | -48,949 | -88.3% | 6,488 |
| Cambridge Investment Research Advis | -1,342 | -7.8% | 15,878 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -584 | -1.8% | 31,325 |