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Disclosery

FTRB FEDERATED HERMES ETF TRUST

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TOTA RETU BD ETF (fund)

35 managers (35 13F filers) reported a position in FTRB shares at 2024-12-31, 7,640,214 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
35
13F filers
35
New
9
Added
14
Reduced
5
Sold out
2
Shares held by filers
7,640,214

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 Co1,809,731$44.7M3.36%+295,67613F-HRTimelineGroup
Cetera Investment Advisers1,739,745$42.9M0.09%-1,990,46913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.756,548$18.7M0.04%+478,02613F-HR/ATimelineGroup
Broadway Wealth Solutions, Inc.754,343$18.6M14.12%13F-HRTimeline
Schneider Downs Wealth Management Advis…444,682$11M2.06%+231,75713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC422,831$10.4M<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC419,611$10.4M0.04%new13F-HRTimeline
Platform Technology Partners195,687$4.83M1.46%+49,34313F-HRTimeline
Cambridge Investment Research Advisors,…190,996$4.71M0.02%+12,06113F-HRTimeline
Integrated Wealth Concepts LLC152,407$3.76M0.04%-153,53713F-HRTimeline
Quantum Portfolio Management LLC123,961$3.06M1.64%013F-HRTimeline
RMR Wealth Builders111,964$2.76M0.29%+49,42213F-HR/ATimeline
Beaumont Financial Advisors, LLC78,750$1.94M0.15%+16,22713F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC44,168$1.09M0.02%new13F-HRTimelineGroup
River Street Advisors LLC42,368$1.05M0.53%+3,59513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.39,174$967K0.01%+78513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…30,874$762K0.38%new13F-HRTimelineGroup
Aurora Private Wealth, Inc.30,621$756K0.57%-3,39313F-HRTimeline
Waldron Private Wealth LLC28,085$698K0.03%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,987$691K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC26,618$657K0.28%+15,24313F-HRTimeline
Janney Montgomery Scott LLC25,614$632K<0.01%+3,12813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,804$538K<0.01%-51,15013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,325$452K0.03%013F-HRTimelineGroup
Claro Advisors Inc.18,000$444K0.06%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,259$426K<0.01%-91,43713F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC17,000$420K0.21%+5913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,649$362K<0.01%+2,75113F-HRTimelineGroup
Sanctuary Advisors, LLC13,472$333K<0.01%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA10,193$252K0.06%+4,78613F-HRTimeline
Towerpoint Wealth, LLC8,810$217K0.11%013F-HRTimeline
Steward Partners Investment Advisory, L…2,582$63.7K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,157$29K<0.01%new13F-HRTimelineGroup
WR Wealth Planners, LLC198$4.89K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.