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FED Hermes Large Cap Core (FLCC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares879,960 from 839,198
Change+40,762 (+5%)
Value$31.9M (+$2.4M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares94,296 from 96,029
Change-1,733 (-2%)
Value$3.4M (+$48.0K)
Filed 2026-11-02
Cox Capital Mgt LLC
INCREASED
Shares79,993 from 79,890
Change+103 (+0%)
Value$2.9M (+$96.1K)
Filed 2026-10-07
Truist Financial Corp
INCREASED
Shares46,827 from 34,372
Change+12,455 (+36%)
Value$1.7M (+$491.7K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares34,800 from 28,971
Change+5,829 (+20%)
Value$1.3M (+$246.5K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares29,911 from 24,911
Change+5,000 (+20%)
Value$1.1M (+$210.2K)
Filed 2026-10-14
1620 Investment Advisors, Inc.
INCREASED
Shares25,118 from 21,716
Change+3,402 (+16%)
Value$911.5K (+$148.6K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares16,113 from 15,994
Change+119 (+1%)
Value$580.9K (+$18.9K)
Filed 2026-11-04
Victory Financial Group, LLC
DECREASED
Shares10,675 from 11,843
Change-1,168 (-10%)
Value$387.4K (-$28.7K)
Filed 2026-10-27
Brady Martz Wealth Solutions, LLC
DECREASED
Shares10,132 from 12,533
Change-2,401 (-19%)
Value$367.7K (-$72.6K)
Filed 2026-11-05
Wilkerson Advisory Group LLC
INCREASED
Shares1,336 from 1,335
Change+1 (+0%)
Value$48.5K (+$1.5K)
Filed 2026-10-20
Bokf, NA
DECREASED
Shares870 from 4,577
Change-3,707 (-81%)
Value$31.6K (-$129.2K)
Filed 2026-10-27
Golden State Wealth Management, LLC
NEW
Shares134
Change+134
Value$4.9K
Filed 2026-11-02
Tulsa Wealth Advisors, Inc
N/A
Shares— from 926,029
Change-926,029 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 186,718
Change-186,718 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 167,719
Change-167,719 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 115,170
Change-115,170 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 71,789
Change-71,789 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 31,325
Change-31,325 (-100%)
Value—
&partners
N/A
Shares— from 28,660
Change-28,660 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 25,071
Change-25,071 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,109
Change-19,109 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 17,720
Change-17,720 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 12,533
Change-12,533 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,236
Change-12,236 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,720
Change-11,720 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Spectrum Wealth Advisory Group, LLC
INCREASED879,960839,198+40,762+5%$29.5M$31.9M+$2.4M2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED94,29696,029-1,733-2%$3.4M$3.4M+$48.0K2026-11-02
Cox Capital Mgt LLC
INCREASED79,99379,890+103+0%$2.8M$2.9M+$96.1K2026-10-07
Truist Financial Corp
INCREASED46,82734,372+12,455+36%$1.2M$1.7M+$491.7K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED34,80028,971+5,829+20%$1.0M$1.3M+$246.5K2026-10-13
Davenport & Co LLC
INCREASED29,91124,911+5,000+20%$875.2K$1.1M+$210.2K2026-10-14
1620 Investment Advisors, Inc.
INCREASED25,11821,716+3,402+16%$763.0K$911.5K+$148.6K2026-11-04
Prospera Financial Services Inc
INCREASED16,11315,994+119+1%$561.9K$580.9K+$18.9K2026-11-04
Victory Financial Group, LLC
DECREASED10,67511,843-1,168-10%$416.1K$387.4K-$28.7K2026-10-27
Brady Martz Wealth Solutions, LLC
DECREASED10,13212,533-2,401-19%$440.3K$367.7K-$72.6K2026-11-05
Wilkerson Advisory Group LLC
INCREASED1,3361,335+1+0%$46.9K$48.5K+$1.5K2026-10-20
Bokf, NA
DECREASED8704,577-3,707-81%$160.8K$31.6K-$129.2K2026-10-27
Golden State Wealth Management, LLC
NEW134—+134——$4.9K—2026-11-02
Tulsa Wealth Advisors, Inc
N/A—926,029-926,029-100%$32.5M———
BlueStem Wealth Partners, LLC
N/A—186,718-186,718-100%$6.6M———
GTS Financial, LLC
N/A—167,719-167,719-100%$5.1M———
Raymond James Financial Inc
N/A—115,170-115,170-100%$4.0M———
LPL Financial LLC
N/A—71,789-71,789-100%$2.5M———
Steward Partners Investment Advisory, LLC
N/A—31,325-31,325-100%$1.1M———
&partners
N/A—28,660-28,660-100%$1.0M———
Envestnet Asset Management Inc
N/A—25,071-25,071-100%$880.9K———
Susquehanna International Group, LLP
N/A—19,109-19,109-100%$671.4K———
Proactive Wealth Strategies LLC
N/A—17,720-17,720-100%$622.6K———
Focus Partners Advisor Solutions, LLC
N/A—12,533-12,533-100%$440.3K———
Cetera Investment Advisers
N/A—12,236-12,236-100%$429.9K———
Citadel Advisors LLC
N/A—11,720-11,720-100%$411.8K———
UBS Group AG
N/A—1,109-1,109-100%$39.0K———
Osaic Holdings, Inc.
N/A—1-1-100%$35———
Showing 28 of 28 institutions