DaveManuel.com · Institutional Ownership · Who Owns It
Federated Hermes MDT Large Cap (FLCC)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
27
Reporting holders
$100.9M
Reported value
0.0%
Calls
0.0%
Puts
+9
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Tulsa Wealth Advisors, INC | $32.5M | 926,029 | 4.58% | new | NEW |
| Spectrum Wealth Advisory Group, LLC | $29.5M | 839,198 | 8.40% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $6.7M | 192,058 | 0.01% | 6q | +37.9%+$1.9M |
| BlueStem Wealth Partners, LLC | $6.6M | 186,718 | 0.65% | 4q | -6.4%-$450.8K |
| GTS FINANCIAL, LLC | $5.1M | 167,719 | 3.70% | 2q | +1.3%+$67.6K |
| RAYMOND JAMES FINANCIAL INC | $4.0M | 115,170 | 0.00% | 2q | +423.3%+$3.3M |
| Cox Capital Mgt LLC | $2.8M | 79,890 | 1.56% | 4q | -1.4%-$38.5K |
| LPL Financial LLC | $2.5M | 71,789 | 0.00% | 2q | -80.0%-$10.1M |
| TRUIST FINANCIAL CORP | $1.2M | 34,372 | 0.00% | 7q | +2.5%+$29.0K |
| Steward Partners Investment Advisory, LLC | $1.1M | 31,325 | 0.01% | 7q | -3.4%-$39.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 28,971 | 0.00% | 3q | +16.3%+$145.4K |
| &PARTNERS | $1.0M | 28,660 | 0.00% | 7q | -0.7%-$6.6K |
| ENVESTNET ASSET MANAGEMENT INC | $880.9K | 25,071 | 0.00% | 7q | +10.7%+$84.8K |
| DAVENPORT & Co LLC | $875.2K | 24,911 | 0.00% | 4q | +6.4%+$52.7K |
| 1620 INVESTMENT ADVISORS, INC. | $763.0K | 21,716 | 0.47% | 2q | +1570.5%+$717.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $671.4K | 19,109 | 0.00% | new | NEW |
| Proactive Wealth Strategies LLC | $622.6K | 17,720 | 0.10% | new | NEW |
| Prospera Financial Services Inc | $561.9K | 15,994 | 0.01% | new | NEW |
| Focus Partners Advisor Solutions, LLC | $440.3K | 12,533 | 0.00% | 3q | -10.9%-$54.0K |
| Brady Martz Wealth Solutions, LLC | $440.3K | 12,533 | 0.07% | 3q | -10.9%-$54.0K |
| Cetera Investment Advisers | $429.9K | 12,236 | 0.00% | new | NEW |
| VICTORY FINANCIAL GROUP, LLC | $416.1K | 11,843 | 0.04% | 7q | -41.5%-$295.7K |
| CITADEL ADVISORS LLC | $411.8K | 11,720 | 0.00% | new | NEW |
| BOKF, NA | $160.8K | 4,577 | 0.00% | new | NEW |
| Wilkerson Advisory Group LLC | $46.9K | 1,335 | 0.01% | 3q | HELD |
| UBS Group AG | $39.0K | 1,109 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $35 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 7 | $37.7M | 1,037,545 | 0 | 3 | 2 | 0.0% |
| Q2 2026 | 27 | $100.9M | 2,894,307 | 10 | 8 | 8 | 0.0% |
| Q1 2026 | 18 | $35.9M | 1,182,707 | 4 | 9 | 4 | 0.0% |
| Q4 2025 | 16 | $34.4M | 1,058,489 | 4 | 5 | 5 | 0.0% |
| Q3 2025 | 14 | $45.5M | 1,418,999 | 6 | 3 | 4 | 0.0% |
| Q2 2025 | 9 | $18.2M | 599,686 | 2 | 3 | 3 | 0.0% |
| Q1 2025 | 7 | $15.0M | 557,337 | 1 | 3 | 2 | 0.0% |
| Q4 2024 | 6 | $13.9M | 497,132 | 5 | 0 | 0 | 0.0% |
| Q3 2024 | 1 | $2.6M | 95,000 | 1 | 0 | 0 | 0.0% |