LAM
FSCC

Lifestyle Asset Management’s Federated Hermes MDT Small Cap Core ETF FSCC Stock Holding History

Lifestyle Asset Management’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 		$9.16M Buy
245,392
+27,667
+13% +$939K 2.46% 10
2026
Q1 		$6.46M Buy
217,725
+176,640
+430% +$5.47M 2.11% 12
2025
Q4 		$1.23M Buy
+41,085
New +$1.23M 0.4% 65

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

Lifestyle Asset Management's FSCC Position: Q2 2026 in Review

Lifestyle Asset Management increased its Federated Hermes MDT Small Cap Core ETF (FSCC) stake by 13% in Q2 2026, buying an estimated $939K and bringing the position to 245,392 shares worth $9.16M. The position accounts for 2.46% of the portfolio, ranked #10.

Lifestyle Asset Management 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.

  • Lifestyle Asset Management held 245,392 shares of Federated Hermes MDT Small Cap Core ETF worth $9.16M as of Q2 2026.
  • Lifestyle Asset Management bought 27,667 Federated Hermes MDT Small Cap Core ETF shares in Q2 2026, an estimated $939K.
  • Federated Hermes MDT Small Cap Core ETF made up 2.46% of Lifestyle Asset Management's portfolio in Q2 2026, its #10 holding.
  • Lifestyle Asset Management 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 Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.