Who Owns Federated Hermes U.S. Strategic Dividend ETF (FDV)?Hedge Fund & Institutional Holders

$30.84+0.11 (+0.37%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.9000000376559996e+280T

% of Float Held

—

QoQ Change in Holders

+9 / -3

Price History

$25.02$26.76$28.50$30.25$31.99Sep 24Jun 25Mar 26

FDV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FEDERATED HERMES, INC.New Position+913K+$26.0B
JPMORGAN CHASE & CONew Position+670K+$19.0B
RAYMOND JAMES FINANCIAL INCIncreased+530K+$14.1B
BANK OF AMERICA CORP /DE/Increased+248K+$12.0B
Lantz Financial LLCNew Position+393K+$11.2B
Ascension Capital Advisors, Inc.Increased+184K+$5.3B
FOURPATH CAPITAL MANAGEMENT, LLCIncreased+164K+$4.7B
ROYAL BANK OF CANADAIncreased+151K+$3.5B
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/New Position+104K+$2.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+96K+$2.0B
Rockefeller Capital Management L.P.Increased+122K+$1.2B
JONES FINANCIAL COMPANIES LLLPNew Position+51K+$1.0B
Intrua Financial, LLCNew Position+22K+$638.0M
Capital Investment Advisory Services, LLCNew Position+15K+$432.0M
KINGSWOOD WEALTH ADVISORS, LLCNew Position+12K+$341.0M

FDV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-6K-$6.1B
Integrated Wealth Concepts LLCDecreased-104K-$5.3B
STIFEL FINANCIAL CORPDecreased-20K-$1.3B
JANE STREET GROUP, LLCClosed Position-18K-$520.9M
IFS Group,LLCClosed Position-17K-$485.6M
Essex Financial Services, Inc.Decreased-74-$338.4M
Hilltop Holdings Inc.Decreased-2K-$312.5M
Advisory Services Network, LLCClosed Position-130-$3.7M
Kestra Advisory Services, LLCDecreased-205-$695K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC2,435,789$69.0B0.02%Share
2Ascension Capital Advisors, Inc.1,316,195$37.7B12.92%Share
3FEDERATED HERMES, INC.913,481$26.0B0.04%Share
4FOURPATH CAPITAL MANAGEMENT, LLC764,509$21.9B2.99%Share
5JPMORGAN CHASE & CO670,160$19.0B0.00%Share
6Lantz Financial LLC393,055$11.2B2.37%Share
7RAYMOND JAMES FINANCIAL INC327,734$9.0B0.00%Share
8OSAIC HOLDINGS, INC.331,637$9.0B0.01%Share
9ROYAL BANK OF CANADA300,119$8.0B0.00%Share
10Steward Partners Investment Advisory, LLC271,186$7.0B0.04%Share
11BANK OF AMERICA CORP /DE/268,073$7.0B0.00%Share
12Rockefeller Capital Management L.P.268,221$7.0B0.01%Share
13BANK OF AMERICA CORP /DE/199,227$5.0B0.00%Share
14Private Advisor Group, LLC207,517$5.0B0.02%Share
15STIFEL FINANCIAL CORP154,546$4.0B0.00%Share
16Equitable Holdings, Inc.133,117$3.0B0.02%Share
17ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/103,750$2.0B0.09%Share
18COMMONWEALTH EQUITY SERVICES, LLC96,054$2.0B0.00%Share
19Wealthcare Advisory Partners LLC43,503$1.2B0.02%Share
20Hilltop Holdings Inc.35,000$1.0B0.06%Share
21JONES FINANCIAL COMPANIES LLLP51,003$1.0B0.00%Share
22ROYAL BANK OF CANADA42,346$1.0B0.00%Share
23Intrua Financial, LLC22,310$638.0M0.07%Share
24Capital Investment Advisory Services, LLC15,105$432.0M0.03%Share
25KINGSWOOD WEALTH ADVISORS, LLC11,950$341.0M0.02%Share
26Strategic Financial Concepts, LLC11,416$326.0M0.30%Share
27Gateway Wealth Partners, LLC11,169$319.0M0.04%Share
28COMERICA BANK3,500$100.0M0.00%Share
29LPL Financial LLC2,621,893$75.0M0.02%Share
30UBS Group AG1,822$52.0M0.00%Share
31THRIVENT FINANCIAL FOR LUTHERANS1,725,695$49.0M0.09%Share
32PRIVATE TRUST CO NA1,640$46.0M0.00%Share
33ENVESTNET ASSET MANAGEMENT INC646,653$18.0M0.01%Share
34Sound Income Strategies, LLC500$14.0M0.00%Share
35TRUIST FINANCIAL CORP333,957$9.6M0.01%Share
36NewEdge Advisors, LLC283,385$8.0M0.03%Share
37FLAGSHIP HARBOR ADVISORS, LLC307$8.0M0.00%Share
38Cetera Investment Advisers208,523$5.0M0.01%Share
39TRUIST FINANCIAL CORP112,653$3.2M0.00%Share
40FOCUSED ALPHA, LLC125,149$3.0M0.88%Share
41Janney Montgomery Scott LLC109,137$3.0M0.01%Share
42WEALTH ENHANCEMENT ADVISORY SERVICES, LLC87,391$2.5M0.00%Share
43Sanctuary Advisors, LLC65,202$1.8M0.01%Share
44Sanctuary Advisors, LLC65,202$1.8M0.01%Share
45Sanctuary Advisors, LLC64,854$1.8M0.01%Share
46Sanctuary Advisors, LLC51,520$1.5M0.01%Share
47Signature Equity Partners, LLC41,540$1.2M0.66%Share
48DAVENPORT & Co LLC37,420$1.1M0.01%Share
49&PARTNERS43,119$1.0M0.01%Share
50Cambridge Investment Research Advisors, Inc.51,042$1.0M0.00%Share

FDV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202559$259.5B+22
Q3 202537$289.8B-7
Q2 202544$286.8B-1
Q1 202545$216.5B+5
Q4 202440$106.7B+12
Q3 202428$23.6T+0
Q2 202428$4.8T+6
Q1 202422$4.8T—

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As of Q4 2025, 50 institutional investors hold FDV (Federated Hermes U.S. Strategic Dividend ETF). The largest holder is RAYMOND JAMES FINANCIAL INC with $69.0B in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own FDV?

As of Q4 2025, 50 institutional investors report holding FDV (Federated Hermes U.S. Strategic Dividend ETF) in their 13F filings.

Who is the largest institutional holder of FDV?

The largest institutional holder of FDV is RAYMOND JAMES FINANCIAL INC with $69.0B in shares.

Is institutional ownership of FDV increasing or decreasing?

This quarter, 9 institutions opened new positions in FDV and 3 closed their positions.