Skip to content
Disclosery

FTRB FEDERATED HERMES ETF TRUST

Follow

TOTA RETU BD ETF (fund)

52 managers (52 13F filers) reported a position in FTRB shares at 2026-06-30, 21,740,690 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
52
13F filers
52
New
6
Added
28
Reduced
12
Sold out
5
Shares held by filers
21,740,690

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hills Bank & Trust Coin group Hills Bank & Trust Co5,613,451$141M5.99%+2,770,88313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,955,427$74.2M0.09%+400,72713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,114,374$53.1M0.01%+834,39113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,460,125$36.6M0.33%-60813F-HRTimelineGroup
Broadway Wealth Solutions, Inc.1,163,826$29.2M13.64%+48,35013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC874,340$21.9M0.01%+67,69313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.820,579$20.6M0.02%+358,77413F-HRTimelineGroup
Wilkerson Advisory Group LLC625,688$15.7M4.82%+31,43113F-HRTimeline
Retirement Planning Group, LLC623,408$15.6M0.4%-230,14013F-HRTimeline
Schneider Downs Wealth Management Advis…578,474$14.5M1.36%+58,75913F-HRTimeline
Platform Technology Partners554,045$13.9M2.28%+73,18413F-HRTimeline
MML INVESTORS SERVICES, LLC519,583$13M0.03%+77,99413F-HRTimeline
GTS FINANCIAL, LLC515,702$12.9M9.43%+14,76613F-HRTimeline
Allegheny Financial Group395,812$9.93M1.05%+30,87813F-HRTimeline
Beaumont Financial Advisors, LLC326,633$8.2M0.52%+52,31713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…305,718$7.63M0.01%+71,93313F-HRTimeline
FOCUSED ALPHA, LLC295,664$7.42M1.9%-21,26813F-HRTimeline
RMR Wealth Builders258,829$6.53M0.41%+23,48313F-HRTimeline
Integrated Wealth Concepts LLC233,989$5.87M0.03%+22,19113F-HRTimeline
Quantum Portfolio Management LLC211,261$5.3M1.91%+2,35013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC182,352$4.58M0.01%-1,23913F-HRTimeline
Signature Equity Partners, LLC161,264$4.05M1.86%-14,86613F-HRTimeline
&PARTNERS119,071$2.99M0.01%+18,37413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP87,311$2.19M<0.01%-6,48513F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC78,398$1.97M0.02%-85613F-HRTimelineGroup
River Street Advisors LLC73,123$1.84M0.54%+4,42613F-HRTimeline
WESBANCO BANK INC71,183$1.79M0.04%+24,79313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…64,932$1.63M0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC46,514$1.17M<0.01%+6,88013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,510$1.14M<0.01%+25,78713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,303$1.09M<0.01%new13F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…41,479$1.04M0.32%+3,18413F-HRTimelineGroup
Betterment LLC32,957$827K<0.01%+8,35913F-HRTimeline
Petros Family Wealth, LLC27,082$680K0.42%new13F-HRTimeline
First Citizens Financial Corp24,455$614K0.26%+2,77213F-HRTimeline
Cambridge Investment Research Advisors,…20,544$516K<0.01%-6,43013F-HR/ATimeline
Aurora Private Wealth, Inc.19,176$481K0.31%-2,96813F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA17,582$441K0.08%+2,98113F-HRTimeline
Claro Advisors Inc.17,500$439K0.05%013F-HRTimeline
Cordgrass Capital Advisors, LLC17,072$428K0.16%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,000$402K0.03%013F-HRTimelineGroup
FIRST UNITED BANK & TRUST14,941$375K0.11%+4,85813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC12,048$302K0.07%-8,84113F-HRTimeline
Towerpoint Wealth, LLC12,045$302K0.11%013F-HRTimeline
LPL Financial LLC11,184$281K<0.01%-4,11013F-HRTimeline
Rehmann Capital Advisory Group10,355$260K0.01%+1,10213F-HRTimeline
Index Technologies Group LLC8,350$210K0.17%-65013F-HRTimeline
FLOW TRADERS U.S. LLC8,314$209K0.01%new13F-HRTimeline
Stone House Investment Management, LLC4,020$101K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,608$90.5K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,089$27K<0.01%013F-HRTimelineGroup
Main Street Group, LTD1,000$25.1K0.01%new13F-HRTimeline