Intellus Advisors LLC FSCC β€” FEDERATED HERMES MDT SMALL CAP CORE ETF

Ownership history in Intellus Advisors LLC  Β·  3 quarters on record

AI Ownership Summary

Intellus Advisors LLC reported FEDERATED HERMES MDT SMALL CAP CORE ETF (FSCC) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 3.15% in 2026 Q1. The latest visible filing shows FSCC at 3.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FSCC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Intellus Advisors LLC's position in FEDERATED HERMES MDT SMALL CAP CORE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FSCC was reported at 3.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.15% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Intellus Advisors LLC held FSCC β€” position size vs. price
% of Fund (quarterly)    FSCC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 777,023 +412,532 +113.2% 3.15% $23.1M 2026-05-07 $34.08
2025 Q4 ADDED β€” β€” β€” 364,491 +63,966 +21.3% 1.45% $10.9M 2026-02-06 $32.07
2025 Q3 INITIATED β€” β€” β€” 300,525 β€” β€” 1.21% $8.9M 2025-11-12 $29.56

FAQ About Intellus Advisors LLC and FSCC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Intellus Advisors LLC reported owning FSCC?

Intellus Advisors LLC reported FSCC across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported FSCC position in Intellus Advisors LLC's portfolio?

The largest reported portfolio weight for FSCC was 3.15% in 2026 Q1.

What is the latest reported FSCC position on this page?

The most recent filing on this page is 2026 Q1, when Intellus Advisors LLC reported 777,023 shares, equal to 3.15% of portfolio, with an estimated market value of $23.1M.

What does the chart on this FSCC ownership page compare?

The chart compares Intellus Advisors LLC's quarterly FSCC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Intellus Advisors LLC Holdings