FED Hermes Small Cap Core (FSCC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Grimes & Co Wealth Management, LLC

NEW

Shares1,327,639

Change+1,327,639

Value$44.4M

Filed 2026-10-29

Truist Financial Corp

INCREASED

Shares434,797 from 425,661

Change+9,136 (+2%)

Value$14.5M (-$1.3M)

Filed 2026-10-30

Summit Investment Advisory Services, LLC

INCREASED

Shares416,644 from 416,300

Change+344 (+0%)

Value$13.9M (-$1.6M)

Filed 2026-11-03

New England Capital Financial Advisors LLC

NEW

Shares410,503

Change+410,503

Value$13.7M

Filed 2026-11-03

Frederick Financial Consultants, LLC

INCREASED

Shares394,302 from 388,579

Change+5,723 (+1%)

Value$13.2M (-$1.3M)

Filed 2026-10-29

Elevation Point Wealth Partners, LLC

INCREASED

Shares272,042 from 269,820

Change+2,222 (+1%)

Value$9.1M (-$969.9K)

Filed 2026-11-05

Lifestyle Asset Management, Inc.

INCREASED

Shares250,202 from 245,392

Change+4,810 (+2%)

Value$8.4M (-$788.7K)

Filed 2026-10-20

Davenport & Co LLC

INCREASED

Shares144,552 from 39,744

Change+104,808 (+264%)

Value$4.8M (+$3.4M)

Filed 2026-10-14

Commonwealth Equity Services, LLC

INCREASED

Shares50,440 from 46,285

Change+4,155 (+9%)

Value$1.7M (-$40.1K)

Filed 2026-11-02

Intrua Financial, LLC

INCREASED

Shares40,190 from 36,660

Change+3,530 (+10%)

Value$1.3M (-$23.8K)

Filed 2026-10-28

Bank of New York Mellon Corp

NEW

Shares35,547

Change+35,547

Value$1.2M

Filed 2026-11-05

Americana Partners, LLC

INCREASED

Shares30,982 from 28,875

Change+2,107 (+7%)

Value$1.0M (-$41.2K)

Filed 2026-10-28

Kestra Private Wealth Services, LLC

DECREASED

Shares30,714 from 31,325

Change-611 (-2%)

Value$1.0M (-$141.7K)

Filed 2026-10-30

Towerpoint Wealth, LLC

DECREASED

Shares30,097 from 32,457

Change-2,360 (-7%)

Value$1.0M (-$204.6K)

Filed 2026-10-13

First American Bank

INCREASED

Shares25,423 from 22,421

Change+3,002 (+13%)

Value$850.7K (+$13.7K)

Filed 2026-10-27

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares16,294 from 15,878

Change+416 (+3%)

Value$545.0K (-$48.0K)

Filed 2026-11-02

Prospera Financial Services Inc

INCREASED

Shares12,015 from 10,499

Change+1,516 (+14%)

Value$407.8K (+$15.9K)

Filed 2026-11-04

UMB Private Wealth Management, LLC

NEW

Shares9,749

Change+9,749

Value$326.2K

Filed 2026-10-19

Petros Family Wealth, LLC

NEW

Shares6,980

Change+6,980

Value$233.6K

Filed 2026-10-28

LPL Financial LLC

N/A

Shares— from 1,194,163

Change-1,194,163 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 1,091,662

Change-1,091,662 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 1,033,467

Change-1,033,467 (-100%)

Value—

Intellus Advisors LLC

N/A

Shares— from 784,675

Change-784,675 (-100%)

Value—

First Financial Bankshares Inc

N/A

Shares— from 738,196

Change-738,196 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 435,082

Change-435,082 (-100%)

Value—

&partners

N/A

Shares— from 398,078

Change-398,078 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 291,960

Change-291,960 (-100%)

Value—

Financial Concepts Unlimited, Inc.

N/A

Shares— from 201,958

Change-201,958 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 147,993

Change-147,993 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 107,024

Change-107,024 (-100%)

Value—

Heritage Trust Co

N/A

Shares— from 63,503

Change-63,503 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 54,791

Change-54,791 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 35,761

Change-35,761 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 31,923

Change-31,923 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 27,811

Change-27,811 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 22,231

Change-22,231 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 19,781

Change-19,781 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 19,054

Change-19,054 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 16,921

Change-16,921 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 13,540

Change-13,540 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 12,293

Change-12,293 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 12,200

Change-12,200 (-100%)

Value—

Cedrus Wealth Group LLC

N/A

Shares— from 6,488

Change-6,488 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,080

Change-1,080 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 289

Change-289 (-100%)

Value—

	Status
Grimes & Co Wealth Management, LLC	NEW	1,327,639	—	+1,327,639	—	—	$44.4M	—	2026-10-29
Truist Financial Corp	INCREASED	434,797	425,661	+9,136	+2%	$15.9M	$14.5M	-$1.3M	2026-10-30
Summit Investment Advisory Services, LLC	INCREASED	416,644	416,300	+344	+0%	$15.5M	$13.9M	-$1.6M	2026-11-03
New England Capital Financial Advisors LLC	NEW	410,503	—	+410,503	—	—	$13.7M	—	2026-11-03
Frederick Financial Consultants, LLC	INCREASED	394,302	388,579	+5,723	+1%	$14.5M	$13.2M	-$1.3M	2026-10-29
Elevation Point Wealth Partners, LLC	INCREASED	272,042	269,820	+2,222	+1%	$10.1M	$9.1M	-$969.9K	2026-11-05
Lifestyle Asset Management, Inc.	INCREASED	250,202	245,392	+4,810	+2%	$9.2M	$8.4M	-$788.7K	2026-10-20
Davenport & Co LLC	INCREASED	144,552	39,744	+104,808	+264%	$1.5M	$4.8M	+$3.4M	2026-10-14
Commonwealth Equity Services, LLC	INCREASED	50,440	46,285	+4,155	+9%	$1.7M	$1.7M	-$40.1K	2026-11-02
Intrua Financial, LLC	INCREASED	40,190	36,660	+3,530	+10%	$1.4M	$1.3M	-$23.8K	2026-10-28
Bank of New York Mellon Corp	NEW	35,547	—	+35,547	—	—	$1.2M	—	2026-11-05
Americana Partners, LLC	INCREASED	30,982	28,875	+2,107	+7%	$1.1M	$1.0M	-$41.2K	2026-10-28
Kestra Private Wealth Services, LLC	DECREASED	30,714	31,325	-611	-2%	$1.2M	$1.0M	-$141.7K	2026-10-30
Towerpoint Wealth, LLC	DECREASED	30,097	32,457	-2,360	-7%	$1.2M	$1.0M	-$204.6K	2026-10-13
First American Bank	INCREASED	25,423	22,421	+3,002	+13%	$837.0K	$850.7K	+$13.7K	2026-10-27
Cambridge Investment Research Advisors, Inc.	INCREASED	16,294	15,878	+416	+3%	$593.0K	$545.0K	-$48.0K	2026-11-02
Prospera Financial Services Inc	INCREASED	12,015	10,499	+1,516	+14%	$391.9K	$407.8K	+$15.9K	2026-11-04
UMB Private Wealth Management, LLC	NEW	9,749	—	+9,749	—	—	$326.2K	—	2026-10-19
Petros Family Wealth, LLC	NEW	6,980	—	+6,980	—	—	$233.6K	—	2026-10-28
LPL Financial LLC	N/A	—	1,194,163	-1,194,163	-100%	$44.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	1,091,662	-1,091,662	-100%	$40.8M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	1,033,467	-1,033,467	-100%	$38.6M	—	—	—
Intellus Advisors LLC	N/A	—	784,675	-784,675	-100%	$29.3M	—	—	—
First Financial Bankshares Inc	N/A	—	738,196	-738,196	-100%	$27.6M	—	—	—
Nicolet Bankshares Inc	N/A	—	435,082	-435,082	-100%	$16.0M	—	—	—
&partners	N/A	—	398,078	-398,078	-100%	$14.9M	—	—	—
MML Investors Services, LLC	N/A	—	291,960	-291,960	-100%	$10.9M	—	—	—
Financial Concepts Unlimited, Inc.	N/A	—	201,958	-201,958	-100%	$7.5M	—	—	—
Private Advisor Group, LLC	N/A	—	147,993	-147,993	-100%	$5.5M	—	—	—
Argent Trust Co	N/A	—	107,024	-107,024	-100%	$4.0M	—	—	—
Heritage Trust Co	N/A	—	63,503	-63,503	-100%	$2.4M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	54,791	-54,791	-100%	$2.0M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	35,761	-35,761	-100%	$1.3M	—	—	—
Arkadios Wealth Advisors	N/A	—	31,923	-31,923	-100%	$1.2M	—	—	—
Essex Financial Services, Inc.	N/A	—	27,811	-27,811	-100%	$1.0M	—	—	—
Hancock Whitney Corp	N/A	—	22,231	-22,231	-100%	$829.9K	—	—	—
Stifel Financial Corp	N/A	—	19,781	-19,781	-100%	$738.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	19,054	-19,054	-100%	$711.3K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	16,921	-16,921	-100%	$631.7K	—	—	—
Sanctuary Advisors, LLC	N/A	—	13,540	-13,540	-100%	$505.4K	—	—	—
Jane Street Group, LLC	N/A	—	12,293	-12,293	-100%	$458.9K	—	—	—
Johnson Financial Group, Inc.	N/A	—	12,200	-12,200	-100%	$455.4K	—	—	—
Cedrus Wealth Group LLC	N/A	—	6,488	-6,488	-100%	$242.2K	—	—	—
JPMorgan Chase & Co	N/A	—	1,080	-1,080	-100%	$39.8K	—	—	—
Wells Fargo & Company	N/A	—	289	-289	-100%	$10.8K	—	—	—

Showing 45 of 45 institutions