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Disclosery

FTRB FEDERATED HERMES ETF TRUST

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TOTA RETU BD ETF (fund)

51 managers (51 13F filers) reported a position in FTRB shares at 2026-03-31, 16,947,393 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
51
13F filers
51
New
8
Added
26
Reduced
10
Sold out
5
Shares held by filers
16,947,393

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Co2,842,568$71.5M3.46%+204,55013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,554,700$64.2M0.09%+2,523,56313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,460,733$36.7M0.37%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,279,983$32.2M0.01%+198,00613F-HRTimelineGroup
Broadway Wealth Solutions, Inc.1,115,476$28M14.5%+78,94413F-HRTimeline
Retirement Planning Group, LLC853,548$21.5M0.67%-136,13113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC806,647$20.3M0.01%-15,78513F-HRTimelineGroup
Wilkerson Advisory Group LLC594,257$14.9M5.14%+37,77513F-HRTimeline
Schneider Downs Wealth Management Advis…519,715$13.1M1.44%+64,58313F-HRTimeline
GTS FINANCIAL, LLC500,936$12.5M9.94%13F-HRTimeline
Platform Technology Partners480,861$12.1M2.33%+24,52413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.461,805$11.6M0.02%+40,87913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC441,589$11.1M0.03%-107,08213F-HRTimeline
Allegheny Financial Group364,934$9.18M1.24%+29,77613F-HRTimeline
FOCUSED ALPHA, LLC316,932$7.97M2.46%+306,84013F-HRTimeline
Beaumont Financial Advisors, LLC274,316$6.9M0.47%+180,03513F-HRTimeline
RMR Wealth Builders235,346$5.94M0.47%+27,55813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…233,785$5.89M0.01%+83,93413F-HRTimeline
Integrated Wealth Concepts LLC211,798$5.33M0.04%new13F-HRTimeline
Quantum Portfolio Management LLC208,911$5.25M2.29%+7,75013F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC183,591$4.62M0.01%-1,02913F-HRTimeline
Signature Equity Partners, LLC176,130$4.43M2.38%+33,01613F-HRTimeline
&PARTNERS100,697$2.53M0.01%+11,38613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP93,796$2.36M<0.01%+8,74813F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC79,254$1.99M0.02%+5,23713F-HRTimelineGroup
Cedrus Wealth Group LLC74,014$1.86M2.07%+3,87313F-HRTimeline
River Street Advisors LLC68,697$1.73M0.58%+8,28113F-HRTimeline
WESBANCO BANK INC46,390$1.17M0.03%-48213F-HRTimeline
Janney Montgomery Scott LLC39,634$997K<0.01%+8,62713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…38,295$963K0.36%+1,91013F-HRTimelineGroup
Cambridge Investment Research Advisors,…26,974$678K<0.01%-4,93613F-HRTimeline
Betterment LLC24,598$619K<0.01%new13F-HRTimeline
Aurora Private Wealth, Inc.22,144$562K0.4%013F-HRTimeline
First Citizens Financial Corp21,683$545K0.26%+2,21613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC20,889$525K0.13%-39113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,723$496K<0.01%new13F-HRTimelineGroup
Claro Advisors Inc.17,500$440K0.05%-50013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,000$402K0.04%013F-HRTimelineGroup
MOTCO15,716$395K0.04%+11,90613F-HRTimeline
LPL Financial LLC15,294$385K<0.01%-1,57213F-HRTimeline
Cetera Investment Advisers14,657$369K<0.01%-71213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA14,601$367K0.08%+1,72813F-HRTimeline
Towerpoint Wealth, LLC12,045$303K0.12%013F-HRTimeline
FIRST UNITED BANK & TRUST10,083$254K0.08%new13F-HRTimeline
Rehmann Capital Advisory Group9,253$233K0.01%new13F-HRTimeline
Index Technologies Group LLC9,000$226K0.25%013F-HRTimeline
Atlas Wealth LLC8,528$214K0.06%+57513F-HR/ATimeline
Stone House Investment Management, LLC4,020$101K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,608$90.7K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,089$27K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC650$16.3K<0.01%new13F-HRTimeline