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 Q3	$13.9M	Buy	416,644 +344	+0.1%	+$12.2K	3.46%	10
2026 Q2	$15.5M	Buy	+416,300	New	+$14.1M	3.9%	9

Other funds holding FSCC

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

New England Capital Financial Advisors Meriden, Connecticut $430M AUM 7.57% 1-Year Est. Return

FFC

Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Summit Investment Advisory Services's FSCC Position: Q3 2026 in Review

Summit Investment Advisory Services increased its Federated Hermes MDT Small Cap Core ETF (FSCC) stake by 0.08% in Q3 2026, buying an estimated $12.2K and bringing the position to 416,644 shares worth $13.9M. The position accounts for 3.46% of the portfolio, ranked #10.

Summit Investment Advisory Services first reported a position in FSCC in Q2 2026 and has held it in 2 quarters since. The position peaked at $15.5M in Q2 2026. 18 funds tracked by Wall St. Rank hold FSCC as of Q3 2026.

Summit Investment Advisory Services held 416,644 shares of Federated Hermes MDT Small Cap Core ETF worth $13.9M as of Q3 2026.
Summit Investment Advisory Services bought 344 Federated Hermes MDT Small Cap Core ETF shares in Q3 2026, an estimated $12.2K.
Federated Hermes MDT Small Cap Core ETF made up 3.46% of Summit Investment Advisory Services's portfolio in Q3 2026, its #10 holding.
Summit Investment Advisory Services first reported a position in Federated Hermes MDT Small Cap Core ETF in Q2 2026 and has held it in 2 quarters since.
Summit Investment Advisory Services's Federated Hermes MDT Small Cap Core ETF position peaked at $15.5M in Q2 2026.
18 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q3 2026.

Based on Summit Investment Advisory Services's 13F filing for Q3 2026, filed 3 Nov 2026.