FED HERMES LARGE CAP VALUE

FLCV (FED HERMES LARGE CAP VALUE) is held by 5 institutional investors as of Q1 2026. Largest holders: Steward Partners Investment Advisory, LLC ($14.8M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($5M), LPL Financial LLC ($4.1M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (5)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Steward Partners Investment Advisory, LLC	Increased	468,971(+7.5%)	$14.8M	0.1%	+25.65%	30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	157,216(-4.1%)	$5M	0.0%	+23.82%	0
LPL Financial LLC	New	129,817	$4.1M	0.0%	+10.67%	37
COMMONWEALTH EQUITY SERVICES, LLC	Increased	50,342(+22.2%)	$1.6M	0.0%	+18.46%	31
JPMORGAN CHASE & CO	New	419	$12,946	0.0%	+10.67%	27
OPOrion Porfolio Solutions, LLC	Exited	0(-100.0%)	$3.9M	0.0%	+3.51%	0
FEDERATED HERMES, INC.	Exited	0(-100.0%)	$3M	0.0%	+21.61%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$260,049	0.0%	+3.51%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer