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Disclosery

FTRB FEDERATED HERMES ETF TRUST

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TOTA RETU BD ETF (fund)

41 managers (41 13F filers) reported a position in FTRB shares at 2025-03-31, 8,605,890 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
41
13F filers
41
New
8
Added
20
Reduced
8
Sold out
1
Shares held by filers
8,605,890

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 Co1,964,479$49.2M3.46%+154,74813F-HRTimelineGroup
Cetera Investment Advisers1,301,180$32.6M0.06%-438,56513F-HRTimeline
Broadway Wealth Solutions, Inc.835,530$20.9M15.27%+81,18713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.833,087$20.9M0.05%+76,53913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC655,050$16.4M0.01%+232,21913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC636,429$15.9M0.05%+216,81813F-HRTimeline
Schneider Downs Wealth Management Advis…458,847$11.5M2.08%+14,16513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP333,071$8.34M0.01%+311,26713F-HRTimelineGroup
Platform Technology Partners241,890$6.06M1.76%+46,20313F-HRTimeline
Cambridge Investment Research Advisors,…184,404$4.62M0.02%-6,59213F-HRTimeline
Quantum Portfolio Management LLC164,961$4.13M2.09%+41,00013F-HRTimeline
Integrated Wealth Concepts LLC157,227$3.94M0.05%+4,82013F-HRTimeline
RMR Wealth Builders121,108$3.04M0.32%+9,14413F-HRTimeline
Beaumont Financial Advisors, LLC76,924$1.93M0.15%-1,82613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC65,221$1.63M<0.01%+47,96213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,911$1.4M<0.01%new13F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC53,779$1.35M0.02%+9,61113F-HRTimelineGroup
Arcus Capital Partners, LLC48,679$1.22M0.49%new13F-HRTimeline
River Street Advisors LLC44,055$1.1M0.55%+1,68713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.41,001$1.03M0.01%+1,82713F-HRTimeline
Allegheny Financial Group39,283$984K0.25%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,995$751K<0.01%new13F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…29,303$734K0.37%-1,57113F-HRTimelineGroup
Waldron Private Wealth LLC28,085$706K0.03%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,081$703K<0.01%+9413F-HRTimeline
Aurora Private Wealth, Inc.27,160$680K0.54%-3,46113F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC25,581$634K0.29%-1,03713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,409$511K<0.01%+5,76013F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC18,331$459K0.22%+1,33113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,325$459K0.03%013F-HRTimelineGroup
Claro Advisors Inc.18,000$451K0.06%013F-HRTimeline
WESBANCO BANK INC14,817$371K0.01%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA11,967$300K0.07%+1,77413F-HRTimeline
Sanctuary Advisors, LLC9,173$230K<0.01%-4,29913F-HRTimeline
Towerpoint Wealth, LLC8,810$221K0.11%013F-HRTimeline
Steward Partners Investment Advisory, L…2,601$65.2K<0.01%+1913F-HRTimeline
Golden State Wealth Management, LLC1,374$34.4K0.01%new13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA966$24K<0.01%-19113F-HR/ATimelineGroup
MOTCO725$18.2K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG71$1.78K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.