SVAIX — Federated Hermes Strategic Value Div Is Institutional Holders · Q2 2026
Who owns Federated Hermes Strategic Value Div Is (SVAIX)? 6 institutions reported holding $8.64M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Fulton Bank, N.A. ($4.5M), Ethos Financial Group, LLC ($4.1M), Oakworth Capital, Inc. ($48,881).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | $4.5M | 653,431 | Trimmed |
| 2 | Ethos Financial Group, LLC | $4.1M | 551,453 | New |
| 3 | OAKWORTH CAPITAL, INC. | $48,881 | 7,023 | Added |
| 4 | Arvest Bank Trust Division | $0 | 0 | Exited |
| 5 | PSI Advisors, LLC | $0 | 0 | Exited |
| 6 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30