Who Owns FED HERMES US STRAT DIV ETF (FDV)? -- Institutional Holders (2026-06-30)

82 institutions reported holding $711.3M of FED HERMES US STRAT DIV ETF (FDV) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($107.2M), RAYMOND JAMES FINANCIAL INC ($104.8M), Northwest Financial Advisors ($76.1M), GREAT VALLEY ADVISOR GROUP, INC. ($60.5M), Thrivent Financial for Lutherans ($57.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$107.2M	3.4M	Added
2	RAYMOND JAMES FINANCIAL INC	$104.8M	3.3M	Added
3	Northwest Financial Advisors	$76.1M	2.4M	New
4	GREAT VALLEY ADVISOR GROUP, INC.	$60.5M	1.9M	Added
5	Thrivent Financial for Lutherans	$57.7M	1.8M	Added
6	Ascension Capital Advisors, Inc.	$40.7M	1.3M	Trimmed
7	ENVESTNET ASSET MANAGEMENT INC	$29.6M	943,476	Added
8	BANK OF AMERICA CORP /DE/	$20.9M	666,160	Added
9	Rockefeller Capital Management L.P.	$16.9M	539,520	Added
10	Lantz Financial LLC	$15.3M	488,669	Added
11	Jefferies Financial Group Inc.	$13.3M	425,000	New
12	Cambridge Investment Research Advisors, Inc.	$13.1M	417,168	Added
13	FOURPATH CAPITAL MANAGEMENT, LLC	$12.4M	394,100	Trimmed
14	TRUIST FINANCIAL CORP	$11.6M	368,426	Added
15	WELLS FARGO & COMPANY/MN	$10.9M	348,367	Added
16	OSAIC HOLDINGS, INC.	$10.4M	332,013	Trimmed
17	Royal Bank of Canada	$9.6M	306,738	Trimmed
18	Integrated Wealth Concepts LLC	$9.6M	304,946	Added
19	NewEdge Advisors, LLC	$9.4M	298,526	Added
20	Steward Partners Investment Advisory, LLC	$9.2M	292,535	Added
21	Private Advisor Group, LLC	$7.2M	228,685	Added
22	Cetera Investment Advisers	$6.2M	198,595	Added
23	FOCUSED ALPHA, LLC	$5.7M	182,324	Trimmed
24	Equitable Holdings, Inc.	$4.7M	150,990	Added
25	Janney Montgomery Scott LLC	$4.7M	150,235	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30