FED Hermes US Strat DIV ETF (FDV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Northwest Financial Advisors

INCREASED

Shares2,443,725 from 2,422,914

Change+20,811 (+1%)

Value$76.8M (+$702.1K)

Filed 2026-10-27

Thrivent Financial for Lutherans

INCREASED

Shares2,107,176 from 1,839,407

Change+267,769 (+15%)

Value$66.3M (+$8.6M)

Filed 2026-11-05

Lantz Financial LLC

INCREASED

Shares512,114 from 488,669

Change+23,445 (+5%)

Value$16.1M (+$746.2K)

Filed 2026-10-15

Truist Financial Corp

INCREASED

Shares449,628 from 368,426

Change+81,202 (+22%)

Value$14.1M (+$2.6M)

Filed 2026-10-30

Fourpath Capital Management, LLC

INCREASED

Shares407,365 from 394,100

Change+13,265 (+3%)

Value$12.8M (+$424.5K)

Filed 2026-10-19

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares284,718 from 209,809

Change+74,909 (+36%)

Value$8.9M (+$2.4M)

Filed 2026-11-02

Davenport & Co LLC

INCREASED

Shares101,246 from 86,636

Change+14,610 (+17%)

Value$3.2M (+$458.4K)

Filed 2026-10-14

Capital Investment Advisory Services, LLC

INCREASED

Shares86,497 from 54,755

Change+31,742 (+58%)

Value$2.7M (+$998.1K)

Filed 2026-10-30

Wealthcare Advisory Partners LLC

DECREASED

Shares62,804 from 74,620

Change-11,816 (-16%)

Value$2.0M (-$369.6K)

Filed 2026-10-21

Commonwealth Equity Services, LLC

DECREASED

Shares60,892 from 67,947

Change-7,055 (-10%)

Value$1.9M (-$220.3K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares54,443 from 52,253

Change+2,190 (+4%)

Value$1.7M (+$70.7K)

Filed 2026-10-13

Prospera Financial Services Inc

NEW

Shares41,926

Change+41,926

Value$1.4M

Filed 2026-11-04

Signature Equity Partners, LLC

INCREASED

Shares41,362 from 41,355

Change+7 (+0%)

Value$1.3M (+$1.0K)

Filed 2026-10-29

Claro Advisors Inc.

INCREASED

Shares39,661 from 30,906

Change+8,755 (+28%)

Value$1.2M (+$275.6K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares25,950 from 25,336

Change+614 (+2%)

Value$817.5K (+$22.2K)

Filed 2026-11-02

Intrua Financial, LLC

UNCHANGED

Shares24,620 from 24,620

Change0 (0%)

Value$773.3K (+$492)

Filed 2026-10-28

Asset One Wealth Management LLC

NEW

Shares17,329

Change+17,329

Value$544.3K

Filed 2026-11-02

Schneider Downs Wealth Management Advisors, LP

UNCHANGED

Shares15,242 from 15,242

Change0 (0%)

Value$478.8K (+$305)

Filed 2026-10-27

Kingswood Wealth Advisors, LLC

INCREASED

Shares14,575 from 11,217

Change+3,358 (+30%)

Value$457.8K (+$105.7K)

Filed 2026-10-23

Financial Council, LLC

INCREASED

Shares10,897 from 10,700

Change+197 (+2%)

Value$342.3K (+$6.4K)

Filed 2026-11-02

D.A. Davidson & Co.

INCREASED

Shares10,590 from 7,601

Change+2,989 (+39%)

Value$332.6K (+$94.0K)

Filed 2026-10-28

Focus Financial Network, Inc.

UNCHANGED

Shares10,445 from 10,445

Change0 (0%)

Value$329.1K (+$153)

Filed 2026-10-14

Gateway Investment Advisers LLC

UNCHANGED

Shares10,269 from 10,269

Change0 (0%)

Value$322.5K (+$205)

Filed 2026-10-13

Vise Technologies, Inc.

INCREASED

Shares9,654 from 7,854

Change+1,800 (+23%)

Value$303.2K (+$56.7K)

Filed 2026-10-29

Sowell Financial Services LLC

INCREASED

Shares9,379 from 9,331

Change+48 (+1%)

Value$294.6K (+$1.7K)

Filed 2026-10-23

MGO One Seven LLC

DECREASED

Shares9,100 from 9,450

Change-350 (-4%)

Value$285.8K (-$10.8K)

Filed 2026-10-28

Imc-Chicago, LLC

NEW

Shares8,841

Change+8,841

Value$277.7K

Filed 2026-11-05

Focused Alpha, LLC

DECREASED

Shares8,576 from 182,324

Change-173,748 (-95%)

Value$269.4K (-$5.5M)

Filed 2026-10-20

Fifth Third Bancorp

DECREASED

Shares3,000 from 3,500

Change-500 (-14%)

Value$94.2K (-$15.6K)

Filed 2026-11-05

Private Trust Co NA

INCREASED

Shares2,159 from 1,766

Change+393 (+22%)

Value$67.8K (+$12.4K)

Filed 2026-10-20

Armstrong Advisory Group, Inc

NEW

Shares221

Change+221

Value$6.9K

Filed 2026-10-09

Abound Wealth Management

UNCHANGED

Shares154 from 154

Change0 (0%)

Value$4.9K (+$3)

Filed 2026-10-26

MV Capital Management, Inc.

UNCHANGED

Shares74 from 74

Change0 (0%)

Value$2.3K (+$2)

Filed 2026-10-29

Sims Investment Management, LLC

CLOSED

Shares0 from 177

Change-177 (-100%)

Value$0 (-$5.6K)

Filed 2026-10-13

LPL Financial LLC

N/A

Shares— from 3,416,136

Change-3,416,136 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 3,339,145

Change-3,339,145 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 1,926,873

Change-1,926,873 (-100%)

Value—

Ascension Capital Advisors, Inc.

N/A

Shares— from 1,295,622

Change-1,295,622 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 943,476

Change-943,476 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 666,160

Change-666,160 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 539,520

Change-539,520 (-100%)

Value—

Jefferies Financial Group Inc.

N/A

Shares— from 425,000

Change-425,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 348,367

Change-348,367 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 332,013

Change-332,013 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 306,738

Change-306,738 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 304,946

Change-304,946 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 298,526

Change-298,526 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 292,535

Change-292,535 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 228,685

Change-228,685 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 198,595

Change-198,595 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 150,990

Change-150,990 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 150,235

Change-150,235 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 124,223

Change-124,223 (-100%)

Value—

Financial Concepts Unlimited, Inc.

N/A

Shares— from 122,172

Change-122,172 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 101,570

Change-101,570 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 76,532

Change-76,532 (-100%)

Value—

&partners

N/A

Shares— from 48,336

Change-48,336 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 43,160

Change-43,160 (-100%)

Value—

IFS Group,LLC

N/A

Shares— from 37,801

Change-37,801 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 31,789

Change-31,789 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 31,185

Change-31,185 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 29,375

Change-29,375 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 22,339

Change-22,339 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 21,604

Change-21,604 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 15,728

Change-15,728 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 14,993

Change-14,993 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 14,811

Change-14,811 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 14,153

Change-14,153 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 13,433

Change-13,433 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 10,741

Change-10,741 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 7,986

Change-7,986 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 7,923

Change-7,923 (-100%)

Value—

Betterment LLC

N/A

Shares— from 7,874

Change-7,874 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 6,646

Change-6,646 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 5,520

Change-5,520 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,295

Change-5,295 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,810

Change-3,810 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 1,753

Change-1,753 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,588

Change-1,588 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 683

Change-683 (-100%)

Value—

	Status
Northwest Financial Advisors	INCREASED	2,443,725	2,422,914	+20,811	+1%	$76.1M	$76.8M	+$702.1K	2026-10-27
Thrivent Financial for Lutherans	INCREASED	2,107,176	1,839,407	+267,769	+15%	$57.7M	$66.3M	+$8.6M	2026-11-05
Lantz Financial LLC	INCREASED	512,114	488,669	+23,445	+5%	$15.3M	$16.1M	+$746.2K	2026-10-15
Truist Financial Corp	INCREASED	449,628	368,426	+81,202	+22%	$11.6M	$14.1M	+$2.6M	2026-10-30
Fourpath Capital Management, LLC	INCREASED	407,365	394,100	+13,265	+3%	$12.4M	$12.8M	+$424.5K	2026-10-19
Cambridge Investment Research Advisors, Inc.	INCREASED	284,718	209,809	+74,909	+36%	$6.6M	$8.9M	+$2.4M	2026-11-02
Davenport & Co LLC	INCREASED	101,246	86,636	+14,610	+17%	$2.7M	$3.2M	+$458.4K	2026-10-14
Capital Investment Advisory Services, LLC	INCREASED	86,497	54,755	+31,742	+58%	$1.7M	$2.7M	+$998.1K	2026-10-30
Wealthcare Advisory Partners LLC	DECREASED	62,804	74,620	-11,816	-16%	$2.3M	$2.0M	-$369.6K	2026-10-21
Commonwealth Equity Services, LLC	DECREASED	60,892	67,947	-7,055	-10%	$2.1M	$1.9M	-$220.3K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	54,443	52,253	+2,190	+4%	$1.7M	$1.7M	+$70.7K	2026-10-13
Prospera Financial Services Inc	NEW	41,926	—	+41,926	—	—	$1.4M	—	2026-11-04
Signature Equity Partners, LLC	INCREASED	41,362	41,355	+7	+0%	$1.3M	$1.3M	+$1.0K	2026-10-29
Claro Advisors Inc.	INCREASED	39,661	30,906	+8,755	+28%	$970.1K	$1.2M	+$275.6K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	25,950	25,336	+614	+2%	$795.3K	$817.5K	+$22.2K	2026-11-02
Intrua Financial, LLC	UNCHANGED	24,620	24,620	0	0%	$772.8K	$773.3K	+$492	2026-10-28
Asset One Wealth Management LLC	NEW	17,329	—	+17,329	—	—	$544.3K	—	2026-11-02
Schneider Downs Wealth Management Advisors, LP	UNCHANGED	15,242	15,242	0	0%	$478.4K	$478.8K	+$305	2026-10-27
Kingswood Wealth Advisors, LLC	INCREASED	14,575	11,217	+3,358	+30%	$352.1K	$457.8K	+$105.7K	2026-10-23
Financial Council, LLC	INCREASED	10,897	10,700	+197	+2%	$335.9K	$342.3K	+$6.4K	2026-11-02
D.A. Davidson & Co.	INCREASED	10,590	7,601	+2,989	+39%	$238.6K	$332.6K	+$94.0K	2026-10-28
Focus Financial Network, Inc.	UNCHANGED	10,445	10,445	0	0%	$328.9K	$329.1K	+$153	2026-10-14
Gateway Investment Advisers LLC	UNCHANGED	10,269	10,269	0	0%	$322.3K	$322.5K	+$205	2026-10-13
Vise Technologies, Inc.	INCREASED	9,654	7,854	+1,800	+23%	$246.5K	$303.2K	+$56.7K	2026-10-29
Sowell Financial Services LLC	INCREASED	9,379	9,331	+48	+1%	$292.9K	$294.6K	+$1.7K	2026-10-23
MGO One Seven LLC	DECREASED	9,100	9,450	-350	-4%	$296.6K	$285.8K	-$10.8K	2026-10-28
Imc-Chicago, LLC	NEW	8,841	—	+8,841	—	—	$277.7K	—	2026-11-05
Focused Alpha, LLC	DECREASED	8,576	182,324	-173,748	-95%	$5.7M	$269.4K	-$5.5M	2026-10-20
Fifth Third Bancorp	DECREASED	3,000	3,500	-500	-14%	$109.9K	$94.2K	-$15.6K	2026-11-05
Private Trust Co NA	INCREASED	2,159	1,766	+393	+22%	$55.4K	$67.8K	+$12.4K	2026-10-20
Armstrong Advisory Group, Inc	NEW	221	—	+221	—	—	$6.9K	—	2026-10-09
Abound Wealth Management	UNCHANGED	154	154	0	0%	$4.9K	$4.9K	+$3	2026-10-26
MV Capital Management, Inc.	UNCHANGED	74	74	0	0%	$2.3K	$2.3K	+$2	2026-10-29
Sims Investment Management, LLC	CLOSED	0	177	-177	-100%	$5.6K	$0	-$5.6K	2026-10-13
LPL Financial LLC	N/A	—	3,416,136	-3,416,136	-100%	$107.2M	—	—	—
Raymond James Financial Inc	N/A	—	3,339,145	-3,339,145	-100%	$104.8M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	1,926,873	-1,926,873	-100%	$60.5M	—	—	—
Ascension Capital Advisors, Inc.	N/A	—	1,295,622	-1,295,622	-100%	$40.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	943,476	-943,476	-100%	$29.6M	—	—	—
Bank of America Corp	N/A	—	666,160	-666,160	-100%	$20.9M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	539,520	-539,520	-100%	$16.9M	—	—	—
Jefferies Financial Group Inc.	N/A	—	425,000	-425,000	-100%	$13.3M	—	—	—
Wells Fargo & Company	N/A	—	348,367	-348,367	-100%	$10.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	332,013	-332,013	-100%	$10.4M	—	—	—
Royal Bank of Canada	N/A	—	306,738	-306,738	-100%	$9.6M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	304,946	-304,946	-100%	$9.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	298,526	-298,526	-100%	$9.4M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	292,535	-292,535	-100%	$9.2M	—	—	—
Private Advisor Group, LLC	N/A	—	228,685	-228,685	-100%	$7.2M	—	—	—
Cetera Investment Advisers	N/A	—	198,595	-198,595	-100%	$6.2M	—	—	—
Equitable Holdings, Inc.	N/A	—	150,990	-150,990	-100%	$4.7M	—	—	—
Janney Montgomery Scott LLC	N/A	—	150,235	-150,235	-100%	$4.7M	—	—	—
JPMorgan Chase & Co	N/A	—	124,223	-124,223	-100%	$4.0M	—	—	—
Financial Concepts Unlimited, Inc.	N/A	—	122,172	-122,172	-100%	$3.8M	—	—	—
Jones Financial Companies Lllp	N/A	—	101,570	-101,570	-100%	$3.2M	—	—	—
Federated Hermes, Inc.	N/A	—	76,532	-76,532	-100%	$2.4M	—	—	—
&partners	N/A	—	48,336	-48,336	-100%	$1.5M	—	—	—
Hilltop Holdings Inc.	N/A	—	43,160	-43,160	-100%	$1.4M	—	—	—
IFS Group,LLC	N/A	—	37,801	-37,801	-100%	$1.2M	—	—	—
Sanctuary Advisors, LLC	N/A	—	31,789	-31,789	-100%	$997.8K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	31,185	-31,185	-100%	$978.9K	—	—	—
Stifel Financial Corp	N/A	—	29,375	-29,375	-100%	$922.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	22,339	-22,339	-100%	$701.2K	—	—	—
HighTower Advisors, LLC	N/A	—	21,604	-21,604	-100%	$678.2K	—	—	—
Arax Advisory Partners	N/A	—	15,728	-15,728	-100%	$493.7K	—	—	—
Citadel Advisors LLC	N/A	—	14,993	-14,993	-100%	$470.6K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	14,811	-14,811	-100%	$464.9K	—	—	—
Captrust Financial Advisors	N/A	—	14,153	-14,153	-100%	$444.3K	—	—	—
Essex Financial Services, Inc.	N/A	—	13,433	-13,433	-100%	$421.7K	—	—	—
Natixis Advisors, LLC	N/A	—	10,741	-10,741	-100%	$337.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	7,986	-7,986	-100%	$250.7K	—	—	—
Cary Street Partners Financial LLC	N/A	—	7,923	-7,923	-100%	$248.7K	—	—	—
Betterment LLC	N/A	—	7,874	-7,874	-100%	$247.0K	—	—	—
MML Investors Services, LLC	N/A	—	6,646	-6,646	-100%	$208.6K	—	—	—
Capital Analysts, LLC	N/A	—	5,520	-5,520	-100%	$173.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,295	-5,295	-100%	$166.2K	—	—	—
UBS Group AG	N/A	—	3,810	-3,810	-100%	$119.6K	—	—	—
Colonial Trust Co / SC	N/A	—	1,753	-1,753	-100%	$56.0K	—	—	—
IFG Advisory, LLC	N/A	—	1,588	-1,588	-100%	$49.8K	—	—	—
Morgan Stanley	N/A	—	683	-683	-100%	$21.4K	—	—	—

Showing 80 of 80 institutions