HT
FSCC

Heritage Trust’s Federated Hermes MDT Small Cap Core ETF FSCC Stock Holding History

Heritage Trust’s Portfolio FSCC Stock Details FSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.37M Buy
63,503
+4,393
+7% +$149K 0.21% 116
2026
Q1 		$1.75M Buy
59,110
+19,572
+50% +$606K 0.18% 132
2025
Q4 		$1.19M Buy
+39,538
New +$1.18M 0.12% 154

Other funds holding FSCC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $236M AUM 27.81% 1-Year Est. Return

Heritage Trust's FSCC Position: Q2 2026 in Review

Heritage Trust increased its Federated Hermes MDT Small Cap Core ETF (FSCC) stake by 7.4% in Q2 2026, buying an estimated $149K and bringing the position to 63,503 shares worth $2.37M. The position accounts for 0.21% of the portfolio, ranked #116.

Heritage Trust first reported a position in FSCC in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold FSCC as of Q2 2026.

  • Heritage Trust held 63,503 shares of Federated Hermes MDT Small Cap Core ETF worth $2.37M as of Q2 2026.
  • Heritage Trust bought 4,393 Federated Hermes MDT Small Cap Core ETF shares in Q2 2026, an estimated $149K.
  • Federated Hermes MDT Small Cap Core ETF made up 0.21% of Heritage Trust's portfolio in Q2 2026, its #116 holding.
  • Heritage Trust first reported a position in Federated Hermes MDT Small Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.