Summit Investment Advisory Services’s Federated Hermes MDT Small Cap Core ETF FSCC Stock Holding History

Summit Investment Advisory Services’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	$15.5M	Buy	+416,300	New	+$14.1M	3.9%	9

Other funds holding FSCC

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Summit Investment Advisory Services opened a new position in Federated Hermes MDT Small Cap Core ETF (FSCC) in Q2 2026: 416,300 shares worth $15.5M. The stake represents 3.9% of the portfolio and ranks #9 among its holdings.

12 funds tracked by Wall St. Rank hold FSCC as of Q2 2026.

Summit Investment Advisory Services held 416,300 shares of Federated Hermes MDT Small Cap Core ETF worth $15.5M as of Q2 2026.
Federated Hermes MDT Small Cap Core ETF was a new Summit Investment Advisory Services position in Q2 2026.
Federated Hermes MDT Small Cap Core ETF made up 3.9% of Summit Investment Advisory Services's portfolio in Q2 2026, its #9 holding.
12 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q2 2026.

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