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
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

PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
FCU
Financial Concepts Unlimited Centreville, Maine $112M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Lifestyle Asset Management's FSCC Position: Q1 2026 in Review

Lifestyle Asset Management increased its Federated Hermes MDT Small Cap Core ETF (FSCC) stake by 430% in Q1 2026, buying an estimated $5.47M and bringing the position to 217,725 shares worth $6.46M. The position accounts for 2.11% of the portfolio, ranked #12.

Lifestyle Asset Management first reported a position in FSCC in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold FSCC as of Q1 2026.

  • Lifestyle Asset Management held 217,725 shares of Federated Hermes MDT Small Cap Core ETF worth $6.46M as of Q1 2026.
  • Lifestyle Asset Management bought 176,640 Federated Hermes MDT Small Cap Core ETF shares in Q1 2026, an estimated $5.47M.
  • Federated Hermes MDT Small Cap Core ETF made up 2.11% of Lifestyle Asset Management's portfolio in Q1 2026, its #12 holding.
  • Lifestyle Asset Management first reported a position in Federated Hermes MDT Small Cap Core ETF in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.