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Federated Hermes Total Return Bond ETF (FTRB) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Federated Hermes Total Return Bond ETF (NYSEARCA:FTRB)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$110.15M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$78.93M
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FTRB Institutional Buying and Selling by Quarter

Federated Hermes Total Return Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2025Hills Bank & Trust Co2,307,838$57.93M3.7%+17.5%18.058%
8/1/2025 Motco3,040$76K0.0%+319.3%0.024%
8/1/2025 Envestnet Asset Management Inc.664,506$16.68M0.0%+1.4%5.200%
7/31/2025 Schneider Downs Wealth Management Advisors LP408,162$10.25M1.5%-11.0%3.194%
7/30/2025 Prosperity Financial Group Inc.31,346$787K0.3%+7.0%0.245%
7/25/2025 CWM LLC1,324$33K0.0%N/A0.010%
7/24/2025 Aurora Private Wealth Inc.25,703$645K0.5%-5.4%0.201%
7/22/2025 Firethorn Wealth Partners LLC21,274$534K0.2%+16.1%0.166%
7/21/2025 River Street Advisors LLC52,121$1.31M0.6%+18.3%0.408%
7/21/2025 OLD Second National Bank of Aurora12,548$315K0.1%+4.9%0.098%
7/18/2025 Truist Financial Corp166,681$4.18M0.0%N/A1.304%
7/18/2025 Broadway Wealth Solutions Inc.896,317$22.50M14.0%+7.3%7.013%
7/17/2025 Janney Montgomery Scott LLC19,222$482K0.0%N/A0.150%
7/16/2025 Beaumont Financial Advisors LLC95,247$2.39M0.2%+23.8%0.745%
7/10/2025 Wealth Enhancement Advisory Services LLC8,209$205K0.0%N/A0.063%
7/9/2025 Towerpoint Wealth LLC9,771$245K0.1%+10.9%0.075%
7/8/2025 RMR Wealth Builders143,234$3.61M0.3%+18.3%1.100%
7/7/2025 Wesbanco Bank Inc.21,043$528K0.0%+42.0%0.162%
5/19/2025Jane Street Group LLC65,221$1.63M0.0%+277.9%0.523%
5/16/2025Integrated Wealth Concepts LLC157,227$3.94M0.0%+3.2%1.260%
5/13/2025 Schneider Downs Wealth Management Advisors LP458,847$11.49M2.1%+3.2%3.677%
5/6/2025Cetera Investment Advisers1,301,180$32.60M0.1%-25.2%10.426%
5/6/2025Avantax Advisory Services Inc.41,001$1.03M0.0%+4.7%0.329%
5/5/2025Kestra Private Wealth Services LLC53,779$1.35M0.0%+21.8%0.431%
5/1/2025Platform Technology Partners241,890$6.06M1.8%+23.6%2.326%
4/30/2025 Arcus Capital Partners LLC48,679$1.22M0.5%N/A0.468%
4/29/2025 Envestnet Asset Management Inc.655,050$16.41M0.0%+54.9%6.299%
4/29/2025 Aurora Private Wealth Inc.27,160$680K0.2%-11.3%0.261%
4/25/2025Hills Bank & Trust Co1,964,479$49.21M3.5%+8.6%18.889%
4/24/2025Golden State Wealth Management LLC1,374$34K0.0%N/A0.013%
4/23/2025Golden State Wealth Management LLC2,748$69K0.0%N/A0.026%
4/23/2025 Aurora Private Wealth Inc.27,160$680K0.0%-11.3%0.261%
4/22/2025 Cambridge Investment Research Advisors Inc.184,404$4.62M0.0%-3.5%1.773%
4/21/2025 OLD Second National Bank of Aurora11,967$300K0.1%+17.4%0.115%
4/21/2025 River Street Advisors LLC44,055$1.10M0.5%+4.0%0.424%
4/16/2025Twin Peaks Wealth Advisors LLC25,581$634K0.3%-3.9%0.246%
4/16/2025 RMR Wealth Builders121,108$3.04M0.3%+8.2%1.165%
4/14/2025 Wesbanco Bank Inc.14,817$371K0.0%N/A0.142%
4/14/2025 Broadway Wealth Solutions Inc.835,530$20.93M15.3%+10.8%8.034%
4/10/2025 Firethorn Wealth Partners LLC18,331$459K0.2%+7.8%0.178%
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2/17/2025Cetera Investment Advisers1,739,745$42.94M0.1%-53.4%49.707%
2/17/2025Citadel Advisors LLC14,649$362K0.0%+23.1%0.419%
2/14/2025Jane Street Group LLC17,259$426K0.0%-84.1%0.493%
2/14/2025Integrated Wealth Concepts LLC152,407$3.76M0.0%-50.2%4.354%
2/14/2025Stifel Financial Corp21,804$538K0.0%-70.1%0.623%
2/14/2025MML Investors Services LLC419,611$10.36M0.0%N/A11.989%
2/13/2025 Envestnet Asset Management Inc.422,831$10.44M0.0%N/A12.081%
2/12/2025 Broadway Wealth Solutions Inc.754,343$18.62M14.1%N/A21.553%
2/10/2025Hills Bank & Trust Co1,809,731$44.66M3.4%+19.5%51.707%
2/10/2025Commonwealth Equity Services LLC27,987$691K0.0%N/A0.800%
2/10/2025Avantax Advisory Services Inc.39,174$967K0.0%+2.0%1.119%
2/7/2025 Prosperity Financial Group Inc.30,874$762K0.4%N/A0.882%
2/6/2025Steward Partners Investment Advisory LLC2,582$64K0.0%N/A0.074%
2/5/2025 Schneider Downs Wealth Management Advisors LP444,682$10.98M2.1%+108.8%12.705%
2/4/2025Twin Peaks Wealth Advisors LLC26,618$657K0.3%+134.0%0.761%
1/31/2025Sanctuary Advisors LLC13,472$333K0.0%N/A0.385%
1/28/2025Kestra Private Wealth Services LLC44,168$1.09M0.0%N/A1.262%
1/28/2025Platform Technology Partners195,687$4.83M1.5%+33.7%5.591%
1/24/2025 River Street Advisors LLC42,368$1.05M0.5%+9.3%1.211%
1/23/2025 OLD Second National Bank of Aurora10,193$252K0.1%+88.5%0.291%
1/22/2025 Aurora Private Wealth Inc.30,621$756K0.6%-10.0%0.875%
1/17/2025 Janney Montgomery Scott LLC25,614$632K0.0%+13.9%0.732%
1/17/2025 Beaumont Financial Advisors LLC78,750$1.94M0.1%+26.0%2.250%
1/14/2025 RMR Wealth Builders111,964$2.76M0.3%+79.0%3.199%
1/10/2025 RMR Wealth Builders111,964$2.76M0.3%+79.0%3.199%
11/15/2024Jane Street Group LLC108,696$2.80M0.0%N/A3.106%
11/15/2024Integrated Wealth Concepts LLC305,944$7.89M0.1%-1.1%8.741%
11/15/2024Hilltop Holdings Inc.18,325$473K0.0%N/A0.524%
11/7/2024Claro Advisors LLC18,000$464K0.1%+5.9%0.514%
11/6/2024 Schneider Downs Wealth Management Advisors LP212,925$5.49M1.1%-11.6%6.084%
11/6/2024 River Street Advisors LLC38,773$1M0.5%+18.7%1.108%
11/5/2024Platform Technology Partners146,344$3.78M1.2%+52.9%4.181%
10/28/2024Hills Bank & Trust Co1,514,055$39.06M2.9%+2.7%43.259%
10/25/2024Twin Peaks Wealth Advisors LLC11,375$293K0.1%+5.7%0.325%
10/24/2024Custom Index Systems LLC123,961$3.20M1.7%N/A3.542%
10/22/2024 Waldron Private Wealth LLC28,085$726K0.0%N/A0.802%
10/17/2024Claro Advisors LLC49,008$1.26M0.1%+188.3%1.400%
10/16/2024 Firethorn Wealth Partners LLC16,941$437K0.2%+3.3%0.484%
10/9/2024 Towerpoint Wealth LLC8,810$227K0.1%N/A0.252%
10/9/2024 Beaumont Financial Advisors LLC62,523$1.61M0.1%-4.5%1.786%
8/22/2024Cetera Investment Advisers269,609$6.68M0.0%+9.8%7.703%
8/8/2024Federated Hermes Inc.85,000$2.09M0.0%-80.8%2.429%
8/8/2024 Schneider Downs Wealth Management Advisors LP240,796$5.97M1.3%+412.6%6.880%
8/1/2024Claro Advisors LLC17,000$421K0.1%N/A0.486%
7/26/2024 Cambridge Investment Research Advisors Inc.171,117$4.24M0.0%+9.7%4.889%
7/25/2024Hills Bank & Trust Co1,473,945$36.52M3.0%N/A42.113%
7/16/2024 Wealth Enhancement Advisory Services LLC18,008$446K0.0%+23.4%0.515%
5/24/2024Cetera Investment Advisers245,583$6.12M0.0%N/A7.017%
5/8/2024 Schneider Downs Wealth Management Advisors LP46,977$1.17M0.3%N/A1.566%
5/6/2024 OLD Second National Bank of Aurora3,853$96K0.0%N/A0.128%
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4/25/2024 Cambridge Investment Research Advisors Inc.155,948$3.89M0.0%N/A5.198%
4/17/2024 River Street Advisors LLC30,079$750K0.5%N/A0.000%
4/16/2024 Firethorn Wealth Partners LLC15,961$398K0.2%N/A0.000%
(Data available from 1/1/2016 forward)

FTRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTRB shares?

During the previous two years, 39 institutional investors and hedge funds held shares of Federated Hermes Total Return Bond ETF. The most heavily invested institutionals were Hills Bank & Trust Co ($57.93M), Cetera Investment Advisers ($32.60M), Broadway Wealth Solutions Inc. ($22.50M), Envestnet Asset Management Inc. ($16.68M), MML Investors Services LLC ($10.36M), Schneider Downs Wealth Management Advisors LP ($10.25M), and Platform Technology Partners ($6.06M).Learn more on Federated Hermes Total Return Bond ETF's institutional investors.

Which institutional investors have been buying Federated Hermes Total Return Bond ETF's stock?

Of the 36 institutional investors that purchased Federated Hermes Total Return Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hills Bank & Trust Co ($2.31M), Broadway Wealth Solutions Inc. ($896.32K), Envestnet Asset Management Inc. ($664.51K), Schneider Downs Wealth Management Advisors LP ($486.72K), MML Investors Services LLC ($419.61K), Cetera Investment Advisers ($269.61K), and Cambridge Investment Research Advisors Inc. ($171.12K).

How much institutional buying is happening at Federated Hermes Total Return Bond ETF?

Institutional investors have bought a total of 4,421,673 shares in the last 24 months. This purchase volume represents approximately $110.15M in transactions.

Which of Federated Hermes Total Return Bond ETF's major shareholders have been selling company stock?

Of the 10 institutional investors that sold Federated Hermes Total Return Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($2.43M), Federated Hermes Inc. ($358K), Integrated Wealth Concepts LLC ($156.97K), Jane Street Group LLC ($91.44K), Schneider Downs Wealth Management Advisors LP ($78.56K), Stifel Financial Corp ($51.15K), and Aurora Private Wealth Inc. ($11.77K).

How much institutional selling is happening at Federated Hermes Total Return Bond ETF?

Institutional investors have sold a total of 3,187,495 shares in the last 24 months. This volume of shares sold represents approximately $78.93M in transactions.


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This page (NYSEARCA:FTRB) was last updated on 8/6/2025 by MarketBeat.com Staff
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