FDV · Insider trading · 13F holders · Congress trades
Federated Hermes ETF Trust (FDV)
Who is buying and selling FDV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 9
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FDV at a glance
- No open-market insider purchases or sales of FDV were filed in the last 90 days.
- 9 13F filers hold FDV among their 50 largest positions, worth $222.1M combined. The biggest bets by portfolio weight are Ascension Capital Advisors, Inc. (11.4%), Northwest Financial Advisors (10.3%) and Willow Financial LLC (9.1%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in FDV.
FDV insider trading
No open-market insider purchases or sales of FDV were filed in the last 90 days.
Who owns FDV? Hedge funds and superinvestors
9 13F filers hold FDV among their 50 largest positions, worth $222.1M combined. The biggest bets by portfolio weight are Ascension Capital Advisors, Inc. (11.4%), Northwest Financial Advisors (10.3%) and Willow Financial LLC (9.1%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Northwest Financial AdvisorsWealth manager | 10.3% | $76.8M | 2,443,725 | +0.9% shares | Q3 2026 |
| Great Valley Advisor Group, Inc.Wealth manager | 1.0% | $60.5M | 1,926,873 | +5.5% shares | Q2 2026 |
| Ascension Capital Advisors, Inc.Wealth manager | 11.4% | $40.7M | 1,295,622 | -0.8% shares | Q2 2026 |
| Lantz Financial LLCWealth manager | 2.9% | $16.1M | 512,114 | +4.8% shares | Q3 2026 |
| Fourpath Capital Management, LLCWealth manager | 1.7% | $12.8M | 407,365 | +3.4% shares | Q3 2026 |
| Willow Financial LLCWealth manager | 9.1% | $8.9M | 290,221 | -24.1% shares | Q1 2026 |
| Financial Concepts Unlimited, Inc.Wealth manager | 3.0% | $3.8M | 122,172 | +1.1% shares | Q2 2026 |
| Signature Equity Partners, LLCWealth manager | 0.5% | $1.3M | 41,362 | +0.0% shares | Q3 2026 |
| IFS Group,LLCWealth manager | 1.6% | $1.2M | 37,801 | +29.3% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 4, Q1 2026: 1). Screen FDV in the grand portfolio →
FDV stock trades by members of Congress
No member of Congress has disclosed a trade in FDV.
FDV questions and answers
Are insiders buying FDV stock?
No open-market insider purchases or sales of FDV were filed in the last 90 days.
Which hedge funds own FDV?
9 13F filers hold FDV among their 50 largest positions, worth $222.1M combined. The biggest bets by portfolio weight are Ascension Capital Advisors, Inc. (11.4%), Northwest Financial Advisors (10.3%) and Willow Financial LLC (9.1%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded FDV?
No member of Congress has disclosed a trade in FDV.
Who is the largest holder of FDV?
Among 13F filers, Northwest Financial Advisors reports the largest FDV position, $76.8M (2,443,725 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Ascension Capital Advisors, Inc.'s: 11.4% of its portfolio.
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