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Disclosery

FTRB FEDERATED HERMES ETF TRUST

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TOTA RETU BD ETF (fund)

47 managers (47 13F filers) reported a position in FTRB shares at 2025-12-31, 12,124,060 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
47
13F filers
47
New
4
Added
24
Reduced
10
Sold out
2
Shares held by filers
12,124,060

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Co2,638,018$67M3.89%+107,39113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,081,977$27.5M0.01%+62,96313F-HRTimelineGroup
Broadway Wealth Solutions, Inc.1,036,532$26.3M14.06%+59,69913F-HRTimeline
Retirement Planning Group, LLC989,679$25.1M0.83%+70,99913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC822,432$20.9M0.01%+202,74713F-HRTimelineGroup
Wealth Intelligence, LLC661,005$16.8M8.33%13F-HRTimeline
Wilkerson Advisory Group LLC556,482$14.1M4.98%13F-HRTimeline
MML INVESTORS SERVICES, LLC548,671$13.9M0.03%+56,96713F-HRTimeline
Platform Technology Partners456,337$11.6M2.47%+136,48713F-HRTimeline
Schneider Downs Wealth Management Advis…455,132$11.6M1.3%+34,18213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.420,926$10.7M0.02%-292,43813F-HRTimelineGroup
Allegheny Financial Group335,158$8.51M1.26%+81,65813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp292,139$7.42M<0.01%new13F-HRTimelineGroup
RMR Wealth Builders207,788$5.28M0.42%+29,90013F-HRTimeline
Quantum Portfolio Management LLC201,161$5.11M2.26%+1,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC184,620$4.69M0.01%+8,08313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…149,851$3.81M0.01%+107,08913F-HRTimeline
Signature Equity Partners, LLC143,114$3.63M2.01%13F-HRTimeline
Beaumont Financial Advisors, LLC94,281$2.39M0.16%-57713F-HRTimeline
&PARTNERS89,311$2.27M0.01%+11,10913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP85,048$2.16M<0.01%+17,85713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC75,408$1.91M<0.01%+58,36313F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC74,017$1.88M0.02%+17,84913F-HRTimelineGroup
Cedrus Wealth Group LLC70,141$1.78M1.64%13F-HRTimeline
River Street Advisors LLC60,416$1.53M0.57%+5,62613F-HRTimeline
WESBANCO BANK INC46,872$1.19M0.03%+10,55713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…36,385$924K0.33%-2,46113F-HRTimelineGroup
Cambridge Investment Research Advisors,…31,910$810K<0.01%-20,50613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,137$791K<0.01%-29,80813F-HRTimelineGroup
Janney Montgomery Scott LLC31,007$787K<0.01%+4,32013F-HRTimeline
Aurora Private Wealth, Inc.22,144$562K0.37%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC21,280$541K0.16%-2,66313F-HRTimeline
First Citizens Financial Corp19,467$494K0.24%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,520$470K<0.01%-83,67213F-HRTimelineGroup
Claro Advisors Inc.18,000$457K0.06%013F-HRTimeline
LPL Financial LLC16,866$428K<0.01%-82513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,000$406K0.02%-2,32513F-HRTimelineGroup
Cetera Investment Advisers15,369$390K<0.01%-73,22213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA12,873$327K0.07%+17413F-HRTimeline
Towerpoint Wealth, LLC12,045$306K0.12%+2,27413F-HRTimeline
FOCUSED ALPHA, LLC10,092$256K0.08%13F-HRTimeline
Index Technologies Group LLC9,000$229K0.24%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,989$228K<0.01%new13F-HRTimelineGroup
Atlas Wealth LLC7,953$202K0.06%new13F-HRTimeline
MOTCO3,810$96.7K0.01%+77013F-HRTimeline
Steward Partners Investment Advisory, L…3,608$91.6K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,089$28K<0.01%+12313F-HRTimelineGroup