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FED Hermes Large Cap Value (FLCV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Eastern Bank
INCREASED
Shares306,184 from 305,324
Change+860 (+0%)
Value$11.0M (+$72.8K)
Filed 2026-10-05
Davenport & Co LLC
INCREASED
Shares189,346 from 131,871
Change+57,475 (+44%)
Value$6.8M (+$2.1M)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED
Shares87,665 from 31,023
Change+56,642 (+183%)
Value$3.2M (+$2.0M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares53,317 from 51,129
Change+2,188 (+4%)
Value$1.9M (+$85.8K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares36,790 from 33,765
Change+3,025 (+9%)
Value$1.3M (+$113.5K)
Filed 2026-10-23
Prosperity Financial Group, Inc.
DECREASED
Shares31,685 from 32,089
Change-404 (-1%)
Value$1.1M (-$10.1K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares17,363 from 17,439
Change-76 (0%)
Value$636.7K (+$10.9K)
Filed 2026-10-13
Parkside Financial Bank & Trust
CLOSED
Shares0 from 118
Change-118 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-27
Steward Partners Investment Advisory, LLC
N/A
Shares— from 484,579
Change-484,579 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 307,724
Change-307,724 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 263,376
Change-263,376 (-100%)
Value—
Allegheny Financial Group
N/A
Shares— from 47,985
Change-47,985 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 16,460
Change-16,460 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 13,631
Change-13,631 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,883
Change-11,883 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 11,392
Change-11,392 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 9,786
Change-9,786 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 7,603
Change-7,603 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 7,007
Change-7,007 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 310
Change-310 (-100%)
Value—
Status
Eastern Bank
INCREASED306,184305,324+860+0%$10.9M$11.0M+$72.8K2026-10-05
Davenport & Co LLC
INCREASED189,346131,871+57,475+44%$4.7M$6.8M+$2.1M2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED87,66531,023+56,642+183%$1.1M$3.2M+$2.0M2026-10-27
Commonwealth Equity Services, LLC
INCREASED53,31751,129+2,188+4%$1.8M$1.9M+$85.8K2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED36,79033,765+3,025+9%$1.2M$1.3M+$113.5K2026-10-23
Prosperity Financial Group, Inc.
DECREASED31,68532,089-404-1%$1.2M$1.1M-$10.1K2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED17,36317,439-760%$625.8K$636.7K+$10.9K2026-10-13
Parkside Financial Bank & Trust
CLOSED0118-118-100%$4.2K$0-$4.2K2026-10-27
Steward Partners Investment Advisory, LLC
N/A—484,579-484,579-100%$17.4M———
Financial Concepts Unlimited, Inc.
N/A—307,724-307,724-100%$11.0M———
LPL Financial LLC
N/A—263,376-263,376-100%$9.4M———
Allegheny Financial Group
N/A—47,985-47,985-100%$1.7M———
Proactive Wealth Strategies LLC
N/A—16,460-16,460-100%$590.2K———
LRI Investments, LLC
N/A—13,631-13,631-100%$488.8K———
Citadel Advisors LLC
N/A—11,883-11,883-100%$426.1K———
Raymond James Financial Inc
N/A—11,392-11,392-100%$408.5K———
Capital Analysts, LLC
N/A—9,786-9,786-100%$351.0K———
Pine Valley Investments Ltd Liability Co
N/A—7,603-7,603-100%$272.6K———
Stonebridge Financial Group, LLC / MO
N/A—7,007-7,007-100%$251.3K———
Wells Fargo & Company
N/A—1,422-1,422-100%$51.0K———
JPMorgan Chase & Co
N/A—310-310-100%$11.1K———
Showing 21 of 21 institutions