Funds holding Federated Hermes Inc
282 funds declare a position · 90 ETFs and 192 other funds · 1.9B $· 25M SEK· 79.3K € · US3142111034
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 2,525,817 | 143.2M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Core S&P Mid-Cap ETF iShares Trust | 2,446,791 | 138.8M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,327,798 | 132M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 2,277,899 | 127.6M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 5 | Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 2,091,045 | 121.5M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 6 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,698,284 | 96.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 7 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,081,580 | 61.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 1,000,823 | 56.8M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 9 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 824,485 | 46.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 10 | Victory Sycamore Small Company Opportunity Fund Victory Portfolios | 820,000 | 46.5M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 11 | Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 626,741 | 36.4M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| 12 | PIMCO RAE US Small Fund PIMCO Equity Series | 604,813 | 34.3M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| 13 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 572,794 | 32.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 14 | Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust | 495,135 | 28.8M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 15 | iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 448,873 | 25.5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 16 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 443,904 | 25.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 17 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 427,210 | 23.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 18 | First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 407,271 | 23.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 19 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 385,034 | 21.6M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 20 | Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 384,853 | 22.4M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 21 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 361,375 | 20.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 22 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 358,239 | 20.1M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 23 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 349,281 | 19.6M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 24 | Royce Small-Cap Special Equity Fund ROYCE FUND | 301,000 | 17.1M $ | 3.99 % | as of Mar 31, 2026 · Original filing |
| 25 | Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 296,400 | 17.2M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 26 | Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) | 287,569 | 16.3M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 27 | Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 263,428 | 14.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 28 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 262,880 | 14.7M $ | 1.57 % | as of Feb 28, 2026 · Original filing |
| 29 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 259,287 | 15.1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 30 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 255,175 | 14.5M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 31 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 237,985 | 13.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 32 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 223,422 | 13M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 33 | VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 215,625 | 12.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 34 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 192,512 | 10.9M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 35 | Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 192,260 | 11.2M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 36 | AQR Style Premia Alternative Fund AQR Funds | 183,482 | 10.4M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 37 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 180,002 | 10.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 38 | Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 175,093 | 9.8M $ | 1.29 % | as of Feb 28, 2026 · Original filing |
| 39 | Cambria Shareholder Yield ETF Cambria ETF Trust | 156,031 | 9.1M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| 40 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 153,574 | 8.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 41 | VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 152,719 | 8.7M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 42 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 151,800 | 8.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 43 | Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 151,615 | 8.6M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 44 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 136,723 | 7.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 45 | Applied Finance Explorer Fund World Funds Trust | 136,146 | 7.9M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| 46 | SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 135,253 | 7.6M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| 47 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 122,988 | 6.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 48 | LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 117,800 | 6.8M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| 49 | State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 117,571 | 6.7M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| 50 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 115,200 | 6.7M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 51 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 112,518 | 6.4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 52 | VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 112,319 | 6.3M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 53 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 109,838 | 6.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 54 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 97,886 | 5.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 55 | AB Small Cap Value Portfolio AB CAP FUND, INC. | 90,731 | 5.1M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| 56 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 90,505 | 5.1M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| 57 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 85,742 | 5M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 58 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 83,691 | 4.9M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 59 | Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. | 83,245 | 4.7M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| 60 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 82,801 | 4.7M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 61 | Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 78,442 | 4.6M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 62 | 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 76,200 | 4.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 63 | AQR Long-Short Equity Fund AQR Funds | 75,915 | 4.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 64 | LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 75,800 | 4.4M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 65 | JNL Mid Cap Index Fund JNL Series Trust | 74,667 | 4.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 66 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 73,842 | 4.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 67 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 67,456 | 3.8M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 68 | MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS | 66,160 | 3.8M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 69 | Mercer US Small/Mid Cap Equity Fund Mercer Funds | 65,600 | 3.7M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 70 | First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 64,173 | 3.7M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 71 | Small Cap Core Portfolio Bernstein Fund Inc | 63,410 | 3.6M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 72 | iShares Core S&P U.S. Growth ETF iShares Trust | 63,305 | 3.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 73 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 62,280 | 3.5M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 74 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 61,068 | 3.5M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 75 | EQ/Mid Cap Index Portfolio EQ Advisors Trust | 60,575 | 3.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 76 | First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 60,454 | 3.5M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 77 | Vident U.S. Equity Strategy ETF ETF Series Solutions | 59,821 | 3.4M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| 78 | Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 58,618 | 3.4M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 79 | Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 58,100 | 3.3M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 80 | Harbor Mid Cap Value Fund HARBOR FUNDS | 57,400 | 3.3M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| 81 | Mid Cap Index Fund VALIC Co I | 56,437 | 3.2M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 82 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 56,200 | 3.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 83 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 55,446 | 3.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 84 | AQR Managed Futures Strategy Fund AQR Funds | 55,446 | 3.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 85 | Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 54,494 | 3.1M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 86 | JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 52,665 | 3M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 87 | SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 52,192 | 3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 88 | Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 50,030 | 2.9M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| 89 | Inspire Growth ETF Northern Lights Fund Trust IV | 48,169 | 2.7M $ | 1.81 % | as of Feb 28, 2026 · Original filing |
| 90 | First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 47,931 | 2.7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 91 | Mid Cap Index Fund Northern Funds | 46,334 | 2.6M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 92 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 44,553 | 2.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 93 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 44,002 | 2.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 94 | LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND | 43,517 | 2.5M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 95 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 41,244 | 2.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 96 | SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 40,700 | 2.3M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 97 | Morningstar U.S. Equity Fund Morningstar Funds Trust | 39,895 | 2.3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 98 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 38,974 | 2.2M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 99 | SmallCap Value Fund II Principal Funds, Inc | 38,900 | 2.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 100 | SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 38,819 | 2.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
Institutional managers
389 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 5,924,156 | 336M $ | as of Mar 31, 2026 |
| FMR LLC | 4,585,465 | 260M $ | as of Mar 31, 2026 |
| Schneider Downs Wealth Management Advisors, LP | 2,727,878 | 154.7M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,647,726 | 150.2M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 2,583,447 | 146.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,504,133 | 142M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,248,200 | 127.5M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 2,223,955 | 126.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,803,518 | 102.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,625,248 | 92.2M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 1,480,891 | 84M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 1,286,816 | 73M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 814,224 | 46.2M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 757,566 | 43M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 742,828 | 42.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 654,378 | 37.1M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 616,598 | 35M $ | as of Mar 31, 2026 |
| JUPITER ASSET MANAGEMENT LTD | 586,706 | 33.3M $ | as of Mar 31, 2026 |
| SPROTT INC. | 513,885 | 29.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 513,136 | 29.1M $ | as of Mar 31, 2026 |
| Man Group plc | 499,381 | 28.3M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 485,727 | 27.5M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 477,776 | 27.1M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 512,670 | 26.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 469,408 | 26.6M $ | as of Mar 31, 2026 |