18 institutions reported holding $43.2M of FEDERATED HERMES MDT LARGE CAP VALUE ETF (FLCV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Steward Partners Investment Advisory, LLC ($14.8M), Financial Concepts Unlimited, Inc. ($9.8M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($5.0M), LPL Financial LLC ($4.1M), EASTERN BANK ($2.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Steward Partners Investment Advisory, LLC | $14.8M | 468,971 | Added |
| 2 | Financial Concepts Unlimited, Inc. | $9.8M | 310,863 | New |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.0M | 157,216 | Trimmed |
| 4 | LPL Financial LLC | $4.1M | 129,817 | New |
| 5 | EASTERN BANK | $2.9M | 93,368 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 50,342 | Added |
| 7 | Allegheny Financial Group | $1.4M | 45,380 | Added |
| 8 | KINGSWOOD WEALTH ADVISORS, LLC | $1.1M | 33,375 | Added |
| 9 | Prosperity Financial Group, Inc. | $996,174 | 31,622 | Added |
| 10 | Comprehensive Financial Planning, Inc./PA | $537,585 | 17,064 | Added |
| 11 | LRI Investments, LLC | $429,415 | 13,631 | New |
| 12 | Capital Analysts, LLC | $298,000 | 9,475 | Added |
| 13 | Stonebridge Financial Group, LLC / MO | $220,746 | 7,007 | New |
| 14 | JPMORGAN CHASE & CO | $12,946 | 419 | New |
| 15 | Parkside Financial Bank & Trust | $7,593 | 241 | New |
| 16 | FEDERATED HERMES, INC. | $0 | 0 | Exited |
| 17 | Orion Porfolio Solutions, LLC | $0 | 0 | Exited |
| 18 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31