SPIA
FSCC

Steward Partners Investment Advisory’s Federated Hermes MDT Small Cap Core ETF FSCC Stock Holding History

Steward Partners Investment Advisory’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 		$557K Buy
18,745
+2,638
+16% +$81.7K ﹤0.01% 1461
2025
Q4 		$483K Sell
16,107
-3,020
-16% -$90.1K ﹤0.01% 1444
2025
Q3 		$566K Sell
19,127
-58
-0.3% -$1.62K ﹤0.01% 1306
2025
Q2 		$500K Sell
19,185
-829
-4% -$19.9K ﹤0.01% 1300
2025
Q1 		$471K Buy
20,014
+19,264
+2,569% +$494K ﹤0.01% 1251
2024
Q4 		$19.6K Buy
+750
New +$20.1K ﹤0.01% 2808

Other funds holding FSCC

PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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 $83.7B AUM 27.22% 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
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
FCU
Financial Concepts Unlimited Centreville, Maine $128M AUM

Steward Partners Investment Advisory's FSCC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Federated Hermes MDT Small Cap Core ETF (FSCC) stake by 16% in Q1 2026, buying an estimated $81.7K and bringing the position to 18,745 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Steward Partners Investment Advisory first reported a position in FSCC in Q4 2024 and has held it in 6 quarters since. The position peaked at $566K in Q3 2025. 33 funds tracked by Wall St. Rank hold FSCC as of Q1 2026.

  • Steward Partners Investment Advisory held 18,745 shares of Federated Hermes MDT Small Cap Core ETF worth $557K as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,638 Federated Hermes MDT Small Cap Core ETF shares in Q1 2026, an estimated $81.7K.
  • Federated Hermes MDT Small Cap Core ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1461 holding.
  • Steward Partners Investment Advisory first reported a position in Federated Hermes MDT Small Cap Core ETF in Q4 2024 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's Federated Hermes MDT Small Cap Core ETF position peaked at $566K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.