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Federated Hermes Total Return Bond ETF (FTRB) Institutional Ownership

$25.26 +0.05 (+0.20%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$126.52M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$77.56M
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FTRB Institutional Buying and Selling by Quarter

Federated Hermes Total Return Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Semmax Financial Advisors Inc.4,889$123K0.0%N/A0.037%
8/15/2025 MML Investors Services LLC493,966$12.40M0.0%-22.4%3.771%
8/14/2025 Jane Street Group LLC27,596$693K0.0%-57.7%0.211%
8/14/2025 Raymond James Financial Inc.890,977$22.36M0.0%+1,493.6%6.801%
8/13/2025 Quantum Portfolio Management LLC191,161$4.80M2.3%+15.9%1.459%
8/13/2025 Twin Peaks Wealth Advisors LLC23,943$603K0.2%-6.4%0.183%
8/12/2025 Steward Partners Investment Advisory LLC3,608$91K0.0%+38.7%0.028%
8/8/2025 Cetera Investment Advisers1,184,254$29.73M0.1%-9.0%9.266%
8/5/2025 Hills 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%
5/19/2025 Jane Street Group LLC65,221$1.63M0.0%+277.9%0.523%
5/16/2025 Integrated 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%
5/6/2025 Cetera Investment Advisers1,301,180$32.60M0.1%-25.2%10.426%
5/6/2025 Avantax Advisory Services Inc.41,001$1.03M0.0%+4.7%0.329%
5/5/2025 Kestra Private Wealth Services LLC53,779$1.35M0.0%+21.8%0.431%
5/1/2025 Platform 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%
4/25/2025 Hills Bank & Trust Co1,964,479$49.21M3.5%+8.6%18.889%
4/24/2025 Golden State Wealth Management LLC1,374$34K0.0%N/A0.013%
4/23/2025 Golden 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%
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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%
4/16/2025 Twin 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%
2/17/2025 Cetera Investment Advisers1,739,745$42.94M0.1%-53.4%49.707%
2/17/2025 Citadel Advisors LLC14,649$362K0.0%+23.1%0.419%
2/14/2025 Jane Street Group LLC17,259$426K0.0%-84.1%0.493%
2/14/2025 Integrated Wealth Concepts LLC152,407$3.76M0.0%-50.2%4.354%
2/14/2025 Stifel Financial Corp21,804$538K0.0%-70.1%0.623%
2/14/2025 MML 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%
2/10/2025 Hills Bank & Trust Co1,809,731$44.66M3.4%+19.5%51.707%
2/10/2025 Commonwealth Equity Services LLC27,987$691K0.0%N/A0.800%
2/10/2025 Avantax 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%
2/6/2025 Steward 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%
2/4/2025 Twin Peaks Wealth Advisors LLC26,618$657K0.3%+134.0%0.761%
1/31/2025Sanctuary Advisors LLC13,472$333K0.0%N/A0.385%
1/28/2025 Kestra Private Wealth Services LLC44,168$1.09M0.0%N/A1.262%
1/28/2025 Platform 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%
11/15/2024 Jane Street Group LLC108,696$2.80M0.0%N/A3.106%
11/15/2024 Integrated Wealth Concepts LLC305,944$7.89M0.1%-1.1%8.741%
11/15/2024 Hilltop Holdings Inc.18,325$473K0.0%N/A0.524%
11/7/2024 Claro 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%
11/5/2024 Platform Technology Partners146,344$3.78M1.2%+52.9%4.181%
10/28/2024 Hills Bank & Trust Co1,514,055$39.06M2.9%+2.7%43.259%
10/25/2024 Twin Peaks Wealth Advisors LLC11,375$293K0.1%+5.7%0.325%
10/24/2024 Custom Index Systems LLC123,961$3.20M1.7%N/A3.542%
10/22/2024 Waldron Private Wealth LLC28,085$726K0.0%N/A0.802%
10/17/2024 Claro 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%
8/22/2024 Cetera Investment Advisers269,609$6.68M0.0%+9.8%7.703%
8/8/2024 Federated Hermes Inc.85,000$2.09M0.0%-80.8%2.429%
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8/8/2024 Schneider Downs Wealth Management Advisors LP240,796$5.97M1.3%+412.6%6.880%
8/1/2024 Claro 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%
7/25/2024 Hills 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%
5/24/2024 Cetera 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%
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%
(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, 42 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 ($29.73M), Broadway Wealth Solutions Inc. ($22.50M), Raymond James Financial Inc. ($22.36M), Envestnet Asset Management Inc. ($16.68M), MML Investors Services LLC ($12.40M), and Schneider Downs Wealth Management Advisors LP ($10.25M).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 39 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), Raymond James Financial Inc. ($835.07K), Envestnet Asset Management Inc. ($664.51K), Schneider Downs Wealth Management Advisors LP ($486.72K), MML Investors Services LLC ($419.61K), and Cetera Investment Advisers ($269.61K).

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

Institutional investors have bought a total of 5,070,990 shares in the last 24 months. This purchase volume represents approximately $126.52M 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 ($2.55M), Integrated Wealth Concepts LLC ($156.97K), MML Investors Services LLC ($142.46K), Jane Street Group LLC ($129.06K), 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 3,128,147 shares in the last 24 months. This volume of shares sold represents approximately $77.56M in transactions.



This page (NYSEARCA:FTRB) was last updated on 8/26/2025 by MarketBeat.com Staff
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