Public ownership evidence

Federated Hermes U.S. Strategic Dividend ETF (FDV) Ownership Disclosures

Read FDV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Federated Hermes U.S. Strategic Dividend ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Equitable Holdings, Inc.
Report period
2026-06-30
Available
2026-08-18
Reported shares
150,990
Value (USD)
$4,739,576
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001333986-26-000042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FDV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FDV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Equitable Holdings, Inc.2026-06-302026-08-18150,990$4,739,576None
Jefferies Financial Group Inc.2026-06-302026-08-18425,000$13,340,750None
IFG Advisory, LLC2026-06-302026-08-151,588$49,847None
OSAIC HOLDINGS, INC.2026-06-302026-08-15332,013$10,426,967None
Betterment LLC2026-06-302026-08-157,874$247,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-157,986$250,681None
&PARTNERS2026-06-302026-08-1548,336$1,517,277None
Thrivent Financial for Lutherans2026-06-302026-08-151,839,407$57,739,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15101,570$3,242,109None
ROYAL BANK OF CANADA2026-06-302026-08-151,500$47,000None
ROYAL BANK OF CANADA2026-06-302026-08-1530,886$970,000None
ROYAL BANK OF CANADA2026-06-302026-08-15274,352$8,612,000None
CITADEL ADVISORS LLC2026-06-302026-08-1514,993$470,630None
NATIXIS ADVISORS, LLC2026-06-302026-08-1510,741$337,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,919,549$91,644,644None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15419,596$13,171,114None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15243,714$7,650,195None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15104,653$3,285,058None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15460,880$14,467,023None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15205,280$6,443,747None
Sanctuary Advisors, LLC2026-06-302026-08-1431,789$997,843None
Rockefeller Capital Management L.P.2026-06-302026-08-14482,567$15,147,791None
Rockefeller Capital Management L.P.2026-06-302026-08-1426,329$826,467None
Rockefeller Capital Management L.P.2026-06-302026-08-141,704$53,489None
Rockefeller Capital Management L.P.2026-06-302026-08-1428,920$907,799None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14292,535$9,182,689None
UBS Group AG2026-06-302026-08-142,900$91,031None
UBS Group AG2026-06-302026-08-14910$28,565None
Hilltop Holdings Inc.2026-06-302026-08-148,160$256,142None
Hilltop Holdings Inc.2026-06-302026-08-1435,000$1,098,650None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1414,153$444,263None
MORGAN STANLEY2026-06-302026-08-14683$21,439None
Integrated Wealth Concepts LLC2026-06-302026-08-13389,281$12,219,537None
Cetera Investment Advisers2026-06-302026-08-13198,595$6,233,894None
FEDERATED HERMES, INC.2026-06-302026-08-1376,532$2,402,339None
NewEdge Advisors, LLC2026-06-302026-08-13298,526$9,370,734None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-135,295$166,210None
STIFEL FINANCIAL CORP2026-06-302026-08-1329,375$922,068None
JPMORGAN CHASE & CO2026-06-302026-08-13963$30,652None
JPMORGAN CHASE & CO2026-06-302026-08-13123,260$3,923,366None
JPMORGAN CHASE & CO2026-06-302026-08-130$20None
Vise Technologies, Inc.2026-06-302026-08-127,854$246,537None
Colonial Trust Co / SC2026-06-302026-08-121,753$55,956None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-128$251None
Essex Financial Services, Inc.2026-06-302026-08-1113,433$421,668None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-111,926,873$60,484,253None
Arax Advisory Partners2026-06-302026-08-1115,728$493,702None
LPL Financial LLC2026-06-302026-08-083,416,136$107,232,516None
FOCUSED ALPHA, LLC2026-06-302026-08-08182,324$5,723,164None
MML INVESTORS SERVICES, LLC2026-06-302026-08-086,646$208,609None

90-day public filing window, up to 50 source positions.

Equitable Holdings, Inc. ↗Jefferies Financial Group Inc. ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗Betterment LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗&PARTNERS ↗Thrivent Financial for Lutherans ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.