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Disclosery

FTRB FEDERATED HERMES ETF TRUST

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TOTA RETU BD ETF (fund)

38 managers (38 13F filers) reported a position in FTRB shares at 2025-09-30, 9,913,840 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
38
13F filers
38
New
3
Added
20
Reduced
8
Sold out
4
Shares held by filers
9,913,840

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Co2,530,627$64.3M3.78%+222,78913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,019,014$25.9M0.01%+128,03713F-HRTimelineGroup
Broadway Wealth Solutions, Inc.976,833$24.8M13.91%+80,51613F-HRTimeline
Retirement Planning Group, LLC918,680$23.3M0.81%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.713,364$18M0.03%+31,75213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC619,685$15.7M<0.01%-44,82113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC491,704$12.5M0.03%-2,26213F-HRTimeline
Schneider Downs Wealth Management Advis…420,950$10.7M1.27%+12,78813F-HRTimeline
Platform Technology Partners319,850$8.12M1.95%+42,75813F-HRTimeline
Allegheny Financial Group253,500$6.44M1.2%+76,66713F-HRTimeline
Quantum Portfolio Management LLC200,161$5.08M1.51%+9,00013F-HRTimeline
RMR Wealth Builders177,888$4.53M0.38%+34,65413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC176,537$4.48M0.01%+15,77413F-HRTimeline
Integrated Wealth Concepts LLC169,396$4.3M0.04%+19,86913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC102,192$2.59M<0.01%+41,22613F-HRTimelineGroup
Beaumont Financial Advisors, LLC94,858$2.41M0.16%-38913F-HRTimeline
Cetera Investment Advisers88,591$2.25M<0.01%-1,095,66313F-HRTimeline
&PARTNERS78,202$1.99M0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP67,191$1.71M<0.01%-277,86213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP60,945$1.55M<0.01%-105,73613F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC56,168$1.43M0.02%+3,32413F-HRTimelineGroup
River Street Advisors LLC54,790$1.39M0.54%+2,66913F-HRTimeline
Cambridge Investment Research Advisors,…52,416$1.33M<0.01%-102,49413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,762$1.09M<0.01%+34,55313F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…38,846$986K0.36%+7,50013F-HRTimelineGroup
WESBANCO BANK INC36,315$922K0.03%+15,27213F-HRTimeline
Janney Montgomery Scott LLC26,687$678K<0.01%+7,46513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC23,943$608K0.21%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,325$465K0.02%013F-HRTimelineGroup
Claro Advisors Inc.18,000$457K0.07%013F-HRTimeline
LPL Financial LLC17,691$449K<0.01%+1,96613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,045$433K<0.01%-10,55113F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA12,699$322K0.07%+15113F-HRTimeline
Towerpoint Wealth, LLC9,771$248K0.1%013F-HRTimeline
Steward Partners Investment Advisory, L…3,608$91.6K<0.01%013F-HRTimeline
MOTCO3,040$77.2K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA966$25K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC600$15.2K<0.01%new13F-HRTimeline