SEC 13F Intelligence

FEDERATED HERMES ETF TRUST

CUSIP 31423L701

Federated Hermes Etf Trust has 2 institutional holders in Filings Flow’s 13F database, together reporting 1.37M shares worth $43M as of Q1 2026. The largest reported holders are Steward Partners Investment Advisory, LLC, Eastern Bank, and Financial Concepts Unlimited, Inc..

Institutional Holders
2
Q1 2026
Reported Value
$11M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 13Q4 ’25Q1 ’26: 15Q1 ’26Q2 ’26: 2Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $33MQ4 ’25Q1 ’26: $43MQ1 ’26Q2 ’26: $11MQ2 ’26filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Financial Concepts Unlimited, Inc.$112M AUM8.78%$10M310.9KQ1 2026OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM0.37%$537,58517.1KQ1 2026OLDER
Prosperity Financial Group, Inc.$271M AUM0.37%$996,17431.6KQ1 2026OLDER
Allegheny Financial Group$742M AUM0.19%$1M45.4KQ1 2026OLDER
Stonebridge Financial Group, LLC / MO$119M AUM0.19%$220,7467.0KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.17%$11M305.3KQ2 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.08%$15M469.0KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.05%$1M33.4KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.04%$429,41513.6KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.03%$4M125.1KQ4 2025OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.01%$239,5167.6KQ2 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$5M157.2KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$3M95.0KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M50.3KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$4M129.8KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$7,593241Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$260,0498.4KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$12,946419Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.