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PAYR Institutional Ownership

Federated Hermes ETF Trust - Federated Hermes Enhanced Income ETF
1W: -1.2% 1M: -6.7% YTD: -6.5%
$52.07
+0.15 (+0.29%)
 
Weekly Expected Move ±1.1%
$51 $51 $52 $53 $53
ETF CBOE · AUM $66.0M

Institutional Ownership — PAYR

27
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
26M
Total Invested
6
New Positions
17
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (27 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ENVESTNET ASSET MANAGEMENT INC 83,449 $4M +13,931 +20.0% 2Q SEC ↗
2 MML INVESTORS SERVICES, LLC 69,662 $4M +16,655 +31.4% 2Q SEC ↗
3 KINGSWOOD WEALTH ADVISORS, LLC 58,396 $3M +8,616 +17.3% 2Q SEC ↗
4 FEDERATED HERMES, INC. 47,000 $2M — +0.0% 3Q SEC ↗
5 Capital Analysts, LLC 37,585 $2M +13,766 +57.8% 3Q SEC ↗
6 NewEdge Advisors, LLC NEW 28,187 $1M — +0.0% 1Q SEC ↗
7 COMMONWEALTH EQUITY SERVICES, LLC 26,883 $1M +2,689 +11.1% 3Q SEC ↗
8 TRUIST FINANCIAL CORP 17,718 $923K +6,152 +53.2% 2Q SEC ↗
9 WEALTH ENHANCEMENT ADVISORY SERVICES, 17,207 $896K +10,750 +166.5% 2Q SEC ↗
10 Arkadios Wealth Advisors 15,979 $832K +1,102 +7.4% 3Q SEC ↗
11 GTS SECURITIES LLC 12,634 $658K +712 +6.0% 3Q SEC ↗
12 Prosperity Financial Group, Inc. 9,182 $478K +1,396 +17.9% 2Q SEC ↗
13 &PARTNERS 7,204 $375K +1,501 +26.3% 2Q SEC ↗
14 Z3 Capital Partners, LLC 7,200 $375K +2,450 +51.6% 3Q SEC ↗
15 Kestra Advisory Services, LLC 6,401 $333K +1,469 +29.8% 3Q SEC ↗
16 Orion Porfolio Solutions, LLC 6,192 $322K -5,975 -49.1% 2Q SEC ↗
17 Cherry Creek Investment Advisors, Inc. 6,024 $314K +1,502 +33.2% 2Q SEC ↗
18 Cambridge Investment Research Advisors 5,546 $289K +1,029 +22.8% 3Q SEC ↗
19 STEPHENS INC /AR 5,510 $287K +924 +20.1% 2Q SEC ↗
20 OSAIC HOLDINGS, INC. NEW 5,000 $260K — +0.0% 1Q SEC ↗
21 Prime Capital Investment Advisors, LLC NEW 4,454 $232K — +0.0% 1Q SEC ↗
22 Index Technologies Group LLC NEW 2,000 $104K — +0.0% 1Q SEC ↗
23 Quantum Portfolio Management LLC NEW 2,000 $104K — +0.0% 1Q SEC ↗
24 FIRST COMMUNITY TRUST NA 410 $21K — +0.0% 2Q SEC ↗
25 IFP Advisors, Inc 300 $16K +100 +50.0% 2Q SEC ↗
26 Capital Investment Advisory Services, NEW 200 $10K — +0.0% 1Q SEC ↗
27 EverSource Wealth Advisors, LLC 21 $1K — +0.0% 3Q SEC ↗

Recent Activity

Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (17)
HolderAddedChange %Total Shares
MML INVESTORS SERVICES, LLC +16,655 +31.4% 69,662
ENVESTNET ASSET MANAGEMENT INC +13,931 +20.0% 83,449
Capital Analysts, LLC +13,766 +57.8% 37,585
WEALTH ENHANCEMENT ADVISORY SERVICE +10,750 +166.5% 17,207
KINGSWOOD WEALTH ADVISORS, LLC +8,616 +17.3% 58,396
TRUIST FINANCIAL CORP +6,152 +53.2% 17,718
COMMONWEALTH EQUITY SERVICES, LLC +2,689 +11.1% 26,883
Z3 Capital Partners, LLC +2,450 +51.6% 7,200
Cherry Creek Investment Advisors, I +1,502 +33.2% 6,024
&PARTNERS +1,501 +26.3% 7,204
Kestra Advisory Services, LLC +1,469 +29.8% 6,401
Prosperity Financial Group, Inc. +1,396 +17.9% 9,182
Arkadios Wealth Advisors +1,102 +7.4% 15,979
Cambridge Investment Research Advis +1,029 +22.8% 5,546
STEPHENS INC /AR +924 +20.1% 5,510
GTS SECURITIES LLC +712 +6.0% 12,634
IFP Advisors, Inc +100 +50.0% 300
Biggest Decreases (1)
HolderReducedChange %Total Shares
Orion Porfolio Solutions, LLC -5,975 -49.1% 6,192

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms