§ EQUITY
USDFDV
FED HERMES US STRAT DIV ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
58 increased/new, 16 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 3.0M | 0.0% | +15% |
| RAYMOND JAMES FINANCIAL INC | 2.4M | 0.0% | −12% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.8M | 1.0% | +5% |
| Ascension Capital Advisors, Inc. | 1.3M | 12.7% | −1% |
| ENVESTNET ASSET MANAGEMENT INC | 808K | 0.0% | +25% |
| Bank of America Corp | 505K | 0.0% | +8% |
◇ AC INTELLIGENCE
Top institutional owners for FDV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER91.6% · 57 holders
DEALER / BANK8.0% · 8 holders
QUALITY / COMPOUNDER0.3% · 1 holder
TACTICAL / MACRO0.1% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FDV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FDV yet.