Who Owns FED HERMES LARGE CAP VALUE (FLCV)? -- Institutional Holders (2026-06-30)

21 institutions reported holding $64.0M of FED HERMES LARGE CAP VALUE (FLCV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Steward Partners Investment Advisory, LLC ($17.4M), Financial Concepts Unlimited, Inc. ($11.0M), EASTERN BANK ($10.9M), LPL Financial LLC ($9.4M), DAVENPORT & Co LLC ($4.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Steward Partners Investment Advisory, LLC$17.4M484,579Added
2Financial Concepts Unlimited, Inc.$11.0M307,724Trimmed
3EASTERN BANK$10.9M305,324Added
4LPL Financial LLC$9.4M263,376Added
5DAVENPORT & Co LLC$4.7M131,871New
6COMMONWEALTH EQUITY SERVICES, LLC$1.8M51,129Added
7Allegheny Financial Group$1.7M47,985Added
8KINGSWOOD WEALTH ADVISORS, LLC$1.2M33,765Added
9Prosperity Financial Group, Inc.$1.2M32,089Added
10Comprehensive Financial Planning, Inc./PA$1.1M31,023Added
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$625,79317,439Trimmed
12Proactive Wealth Strategies LLC$590,22416,460New
13LRI Investments, LLC$488,78013,631Hold
14CITADEL ADVISORS LLC$426,10111,883New
15RAYMOND JAMES FINANCIAL INC$408,49511,392New
16Capital Analysts, LLC$351,0009,786Added
17Pine Valley Investments Ltd Liability Co$272,6297,603Hold
18Stonebridge Financial Group, LLC / MO$251,2647,007Hold
19WELLS FARGO & COMPANY/MN$50,9901,422New
20JPMORGAN CHASE & CO$11,077310Trimmed
21Parkside Financial Bank & Trust$4,232118Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30