SIAS
FLCG

Summit Investment Advisory Services’s Federated Hermes MDT Large Cap Growth ETF FLCG Stock Holding History

Summit Investment Advisory Services’s Portfolio FLCG Stock Details FLCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.5M Buy
+796,716
New +$26.5M 6.66% 6

Other funds holding FLCG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RA
Rubicon Advisors Redding, California $137M AUM

Summit Investment Advisory Services's FLCG Position: Q2 2026 in Review

Summit Investment Advisory Services opened a new position in Federated Hermes MDT Large Cap Growth ETF (FLCG) in Q2 2026: 796,716 shares worth $26.5M. The stake represents 6.66% of the portfolio and ranks #6 among its holdings.

20 funds tracked by Wall St. Rank hold FLCG as of Q2 2026.

  • Summit Investment Advisory Services held 796,716 shares of Federated Hermes MDT Large Cap Growth ETF worth $26.5M as of Q2 2026.
  • Federated Hermes MDT Large Cap Growth ETF was a new Summit Investment Advisory Services position in Q2 2026.
  • Federated Hermes MDT Large Cap Growth ETF made up 6.66% of Summit Investment Advisory Services's portfolio in Q2 2026, its #6 holding.
  • 20 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Growth ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.