MYIA
FSCC

Mount Yale Investment Advisors’s Federated Hermes MDT Small Cap Core ETF FSCC Stock Holding History

Mount Yale Investment Advisors’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 		$10.1M Buy
269,820
+1,379
+0.5% +$46.8K 0.19% 121
2026
Q1 		$7.97M Buy
+268,441
New +$8.31M 0.18% 122
2025
Q4 		– Sell
-284,157
Closed -$8.4M – 813
2025
Q3 		$8.4M Buy
+284,157
New +$7.96M 0.59% 35

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

Mount Yale Investment Advisors's FSCC Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Federated Hermes MDT Small Cap Core ETF (FSCC) stake by 0.51% in Q2 2026, buying an estimated $46.8K and bringing the position to 269,820 shares worth $10.1M. The position accounts for 0.19% of the portfolio, ranked #121.

Mount Yale Investment Advisors first reported a position in FSCC in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold FSCC as of Q2 2026.

  • Mount Yale Investment Advisors held 269,820 shares of Federated Hermes MDT Small Cap Core ETF worth $10.1M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,379 Federated Hermes MDT Small Cap Core ETF shares in Q2 2026, an estimated $46.8K.
  • Federated Hermes MDT Small Cap Core ETF made up 0.19% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • Mount Yale Investment Advisors first reported a position in Federated Hermes MDT Small Cap Core ETF in Q3 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 Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.