Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF include Commonwealth Equity Services, Llc, and Essex Financial Services, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 19,570 | 510 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 92,018 | 85.27 | 2,400 | 105.39 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 16,979 | 24.29 | 443 | 37.69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 21,312 | 1 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 82,341 | 47.42 | 2,671 | 101.43 |
