FED Hermes Small Cap Core (FSCC)

CUSIP: 31423L602 | NYSE | 52 institutional holders

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Institutional Holders — Q3 2026

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Grimes & Co Wealth Management, LLC1,327,639

1.0% of portfolio$44.4M

Truist Financial Corp434,797

0.0% of portfolio$14.5M

Summit Investment Advisory Services, LLC416,644

3.5% of portfolio$13.9M

New England Capital Financial Advisors LLC410,503

3.2% of portfolio$13.7M

Frederick Financial Consultants, LLC394,302

5.5% of portfolio$13.2M

Lifestyle Asset Management, Inc.250,202

2.0% of portfolio$8.4M

Davenport & Co LLC144,552

0.0% of portfolio$4.8M

Commonwealth Equity Services, LLC50,440

0.0% of portfolio$1.7M

Intrua Financial, LLC40,190

0.1% of portfolio$1.3M

Americana Partners, LLC30,982

0.0% of portfolio$1.0M

Kestra Private Wealth Services, LLC30,714

0.0% of portfolio$1.0M

Towerpoint Wealth, LLC30,097

0.4% of portfolio$1.0M

First American Bank25,423

0.0% of portfolio$850.7K

Cambridge Investment Research Advisors, Inc.16,294

0.0% of portfolio$545.0K

Prospera Financial Services Inc12,015

0.0% of portfolio$407.8K

UMB Private Wealth Management, LLC9,749

0.3% of portfolio$326.2K

Petros Family Wealth, LLC6,980

0.1% of portfolio$233.6K

				Style	Turnover	Location	Filed
Grimes & Co Wealth Management, LLC	1,327,639	$44.4M	1.0%	Core	Low	Westborough, MA	2026-10-29
Truist Financial Corp	434,797	$14.5M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Summit Investment Advisory Services, LLC	416,644	$13.9M	3.5%	ETF	Very Low	Roseville, MN	2026-11-03
New England Capital Financial Advisors LLC	410,503	$13.7M	3.2%	ETF	Low	Meriden, CT	2026-11-03
Frederick Financial Consultants, LLC	394,302	$13.2M	5.5%	ETF	Very Low	Frederick, MD	2026-10-29
Lifestyle Asset Management, Inc.	250,202	$8.4M	2.0%	ETF	High	Friendswood, TX	2026-10-20
Davenport & Co LLC	144,552	$4.8M	0.0%	Core	Medium	Richmond, VA	2026-10-14
Commonwealth Equity Services, LLC	50,440	$1.7M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Intrua Financial, LLC	40,190	$1.3M	0.1%	ETF	Medium	Houston, TX	2026-10-28
Americana Partners, LLC	30,982	$1.0M	0.0%	Core	Medium	Houston, TX	2026-10-28
Kestra Private Wealth Services, LLC	30,714	$1.0M	0.0%	Growth	Low	Austin, TX	2026-10-30
Towerpoint Wealth, LLC	30,097	$1.0M	0.4%	ETF	Low	Sacramento, CA	2026-10-13
First American Bank	25,423	$850.7K	0.0%	Growth	Very Low	Dundee, IL	2026-10-27
Cambridge Investment Research Advisors, Inc.	16,294	$545.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Prospera Financial Services Inc	12,015	$407.8K	0.0%	Core	Medium	Dallas, TX	2026-11-04
UMB Private Wealth Management, LLC	9,749	$326.2K	0.3%	Growth	N/A	Kansas City, MO	2026-10-19
Petros Family Wealth, LLC	6,980	$233.6K	0.1%	Growth	Medium	Bloomington, MN	2026-10-28