Who owns FDV?
Federated Hermes U.S. Strategic Dividend ETF · Federated
76 institutions reported holding FDV, worth $714.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FDV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $107.2M | 3,416,136 | +409,275 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $104.8M | 3,339,145 | +898,323 shares |
| Northwest Financial Advisors | Herndon, VA | $76.1M | 2,422,914 | New position |
| Great Valley Advisor Group, Inc. | Wilmington, DE | $60.5M | 1,926,873 | +100,765 shares |
| Thrivent Financial for Lutherans | Minneapolis, MN | $57.7M | 1,839,407 | +44,379 shares |
| Ascension Capital Advisors, Inc. | Houston, TX | $40.7M | 1,295,622 | −10,817 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $29.6M | 943,476 | +135,486 shares |
| Bank of America Corp. | Charlotte, NC | $20.9M | 666,160 | +160,922 shares |
| Rockefeller Capital Management L.P. | New York, NY | $16.9M | 539,520 | +95,254 shares |
| Lantz Financial LLC | Naperville, IL | $15.3M | 488,669 | +40,985 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 FDV?
76 institutional managers reported holding FDV in Form 13F filings for June 30, 2026, worth $714.0M in total. The largest reported position was held by LPL Financial LLC, at $107.2M.
Did institutions buy or sell FDV last quarter?
Reported 13F value rose 38.0% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 7 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 FDV 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.