Who owns FLCC?
Federated Hermes MDT Large Cap Core ETF · Federated
28 institutions reported holding FLCC, worth $101.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FLCC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Tulsa Wealth Advisors, INC | Tulsa, OK | $32.5M | 926,029 | New position |
| Spectrum Wealth Advisory Group, LLC | Granite Bay, CA | $29.5M | 839,198 | New position |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $6.7M | 192,058 | +52,814 shares |
| BlueStem Wealth Partners, LLC | Minnetonka, MN | $6.6M | 186,718 | −12,830 shares |
| GTS Financial, LLC | Bloomington, MN | $5.1M | 167,719 | +2,232 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $4.0M | 115,170 | +93,161 shares |
| Cox Capital Mgt LLC | Andover, MA | $2.8M | 79,890 | −1,097 shares |
| LPL Financial LLC | Fort Mill, SC | $2.5M | 71,789 | −286,401 shares |
| Truist Financial Corp. | Charlotte, NC | $1.2M | 34,372 | +826 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $1.1M | 31,325 | −1,109 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FLCC?
28 institutional managers reported holding FLCC in Form 13F filings for June 30, 2026, worth $101.0M in total. The largest reported position was held by Tulsa Wealth Advisors, INC, at $32.5M.
Did institutions buy or sell FLCC last quarter?
Reported 13F value rose 181.6% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FLCC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.