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FED Hermes Large Cap Growth (FLCG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares4,755,697 from 6,239,920
Change-1,484,223 (-24%)
Value$169.3M (-$38.5M)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares921,895 from 933,563
Change-11,668 (-1%)
Value$32.8M (+$1.7M)
Filed 2026-11-02
Summit Investment Advisory Services, LLC
INCREASED
Shares804,891 from 796,716
Change+8,175 (+1%)
Value$28.7M (+$2.1M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares723,272 from 908,916
Change-185,644 (-20%)
Value$25.7M (-$4.5M)
Filed 2026-11-02
Atria Investments, Inc
NEW
Shares244,106
Change+244,106
Value$8.7M
Filed 2026-10-15
Davenport & Co LLC
INCREASED
Shares231,820 from 168,682
Change+63,138 (+37%)
Value$8.3M (+$2.6M)
Filed 2026-10-14
Rubicon Advisors, GP
INCREASED
Shares153,014 from 140,880
Change+12,134 (+9%)
Value$5.4M (+$754.6K)
Filed 2026-10-23
Stegent Equity Advisors, Inc.
INCREASED
Shares85,212 from 78,273
Change+6,939 (+9%)
Value$3.0M (+$426.3K)
Filed 2026-10-13
Towerpoint Wealth, LLC
DECREASED
Shares69,700 from 72,050
Change-2,350 (-3%)
Value$2.5M (+$81.3K)
Filed 2026-10-13
Somerset Trust Co
INCREASED
Shares42,213 from 41,167
Change+1,046 (+3%)
Value$1.5M (+$131.5K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares27,316 from 23,641
Change+3,675 (+16%)
Value$972.5K (+$185.0K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares26,794 from 27,357
Change-563 (-2%)
Value$953.9K (+$42.6K)
Filed 2026-10-30
Truist Financial Corp
NEW
Shares9,770
Change+9,770
Value$347.8K
Filed 2026-10-30
Wilkerson Advisory Group LLC
DECREASED
Shares483 from 939
Change-456 (-49%)
Value$17.2K (-$14.1K)
Filed 2026-10-20
MGO One Seven LLC
CLOSED
Shares0 from 196,397
Change-196,397 (-100%)
Value$0 (-$6.5M)
Filed 2026-10-28
LPL Financial LLC
N/A
Shares— from 1,666,975
Change-1,666,975 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,333,932
Change-1,333,932 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,006,578
Change-1,006,578 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 353,511
Change-353,511 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 351,546
Change-351,546 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 116,692
Change-116,692 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 96,442
Change-96,442 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 51,632
Change-51,632 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 26,912
Change-26,912 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 23,722
Change-23,722 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 21,692
Change-21,692 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 17,267
Change-17,267 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,058
Change-16,058 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 9,482
Change-9,482 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,453
Change-6,453 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 980
Change-980 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 551
Change-551 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED4,755,6976,239,920-1,484,223-24%$207.9M$169.3M-$38.5M2026-11-02
Kestra Advisory Services, LLC
DECREASED921,895933,563-11,668-1%$31.1M$32.8M+$1.7M2026-11-02
Summit Investment Advisory Services, LLC
INCREASED804,891796,716+8,175+1%$26.5M$28.7M+$2.1M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED723,272908,916-185,644-20%$30.3M$25.7M-$4.5M2026-11-02
Atria Investments, Inc
NEW244,106—+244,106——$8.7M—2026-10-15
Davenport & Co LLC
INCREASED231,820168,682+63,138+37%$5.6M$8.3M+$2.6M2026-10-14
Rubicon Advisors, GP
INCREASED153,014140,880+12,134+9%$4.7M$5.4M+$754.6K2026-10-23
Stegent Equity Advisors, Inc.
INCREASED85,21278,273+6,939+9%$2.6M$3.0M+$426.3K2026-10-13
Towerpoint Wealth, LLC
DECREASED69,70072,050-2,350-3%$2.4M$2.5M+$81.3K2026-10-13
Somerset Trust Co
INCREASED42,21341,167+1,046+3%$1.4M$1.5M+$131.5K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED27,31623,641+3,675+16%$787.5K$972.5K+$185.0K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED26,79427,357-563-2%$911.3K$953.9K+$42.6K2026-10-30
Truist Financial Corp
NEW9,770—+9,770——$347.8K—2026-10-30
Wilkerson Advisory Group LLC
DECREASED483939-456-49%$31.3K$17.2K-$14.1K2026-10-20
MGO One Seven LLC
CLOSED0196,397-196,397-100%$6.5M$0-$6.5M2026-10-28
LPL Financial LLC
N/A—1,666,975-1,666,975-100%$55.5M———
Benjamin Edwards Inc
N/A—1,333,932-1,333,932-100%$44.4M———
Raymond James Financial Inc
N/A—1,006,578-1,006,578-100%$33.5M———
Envestnet Asset Management Inc
N/A—353,511-353,511-100%$11.8M———
MML Investors Services, LLC
N/A—351,546-351,546-100%$11.7M———
Sanctuary Advisors, LLC
N/A—116,692-116,692-100%$3.9M———
Royal Bank of Canada
N/A—96,442-96,442-100%$3.2M———
Cetera Investment Advisers
N/A—51,632-51,632-100%$1.7M———
Private Advisor Group, LLC
N/A—26,912-26,912-100%$896.4K———
Jane Street Group, LLC
N/A—23,722-23,722-100%$790.2K———
Capital Analysts, LLC
N/A—21,692-21,692-100%$722.0K———
Pine Valley Investments Ltd Liability Co
N/A—17,267-17,267-100%$575.2K———
Integrated Wealth Concepts LLC
N/A—16,058-16,058-100%$534.9K———
Flow Traders U.S. LLC
N/A—9,482-9,482-100%$316.0K———
Steward Partners Investment Advisory, LLC
N/A—6,453-6,453-100%$214.9K———
JPMorgan Chase & Co
N/A—2,350-2,350-100%$77.4K———
Prosperity Bancshares Inc
N/A—980-980-100%$32.6K———
Northwestern Mutual Wealth Management Co
N/A—551-551-100%$18.4K———
Horizon Investments, LLC
N/A—293-293-100%$9.8K———
Osaic Holdings, Inc.
N/A—1-1-100%$33———
Showing 35 of 35 institutions