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Disclosery

FTRB FEDERATED HERMES ETF TRUST

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TOTA RETU BD ETF (fund)

43 managers (43 13F filers) reported a position in FTRB shares at 2025-06-30, 9,860,931 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
43
13F filers
43
New
7
Added
20
Reduced
12
Sold out
5
Shares held by filers
9,860,931

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Co2,307,838$57.9M3.65%+343,35913F-HRTimelineGroup
Cetera Investment Advisers1,184,254$29.7M0.05%-116,92613F-HRTimeline
Broadway Wealth Solutions, Inc.896,317$22.5M14.01%+60,78713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC890,977$22.4M0.01%+835,06613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.681,612$17.1M0.03%-151,47513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC664,506$16.7M<0.01%+9,45613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC493,966$12.4M0.04%-142,46313F-HRTimeline
Schneider Downs Wealth Management Advis…408,162$10.2M1.53%-50,68513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP345,053$8.66M0.01%+11,98213F-HRTimelineGroup
Platform Technology Partners277,092$6.96M1.82%+35,20213F-HRTimeline
Quantum Portfolio Management LLC191,161$4.8M2.29%+26,20013F-HRTimeline
Allegheny Financial Group176,833$4.44M0.99%+137,55013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP166,681$4.18M0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC160,763$4.04M0.01%+132,68213F-HRTimeline
Cambridge Investment Research Advisors,…154,910$3.89M0.01%-29,49413F-HRTimeline
Integrated Wealth Concepts LLC149,527$3.75M0.04%-7,70013F-HRTimeline
RMR Wealth Builders143,234$3.61M0.33%+22,12613F-HRTimeline
Beaumont Financial Advisors, LLC95,247$2.39M0.17%+18,32313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,966$1.53M<0.01%+40,55713F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC52,844$1.33M0.02%-93513F-HRTimelineGroup
River Street Advisors LLC52,121$1.31M0.56%+8,06613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.39,659$995K0.01%-1,34213F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…31,346$787K0.33%+2,04313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,596$693K<0.01%-37,62513F-HRTimelineGroup
Aurora Private Wealth, Inc.25,703$645K0.48%-1,45713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC23,943$603K0.2%-1,63813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC21,274$534K0.23%+2,94313F-HRTimeline
WESBANCO BANK INC21,043$528K0.02%+6,22613F-HRTimeline
Janney Montgomery Scott LLC19,222$482K<0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,325$460K0.03%013F-HRTimelineGroup
Claro Advisors Inc.18,000$452K0.07%013F-HRTimeline
LPL Financial LLC15,725$395K<0.01%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA12,548$315K0.07%+58113F-HRTimeline
Towerpoint Wealth, LLC9,771$245K0.11%+96113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,209$205K<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.4,889$123K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,608$90.6K<0.01%+1,00713F-HRTimeline
MOTCO3,040$76K0.01%+2,31513F-HRTimeline
CWM, LLCin group CWM, LLC1,324$33K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA966$24K<0.01%013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…667$16.7K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG9$226<0.01%-6213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.