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Federated Hermes Total Return Bond ETF (FTRB) Institutional Ownership

$24.86 0.00 (0.00%)
As of 08/13/2026 04:10 PM Eastern
Compare

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)
$104.91M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$24.92M
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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
7/7/2026 First Citizens Financial Corp24,455$614K0.3%+12.8%0.104%
5/19/2026GTS Financial LLC500,936$12.55M9.1%N/A2.609%
5/13/2026 Cetera Investment Advisers14,657$369K0.0%-4.6%0.076%
5/13/2026 Signature Equity Partners LLC176,130$4.43M2.4%+23.1%0.917%
5/8/2026 Wilkerson Advisory Group LLC594,257$14.94M5.1%+6.8%3.095%
5/5/2026 Beaumont Financial Advisors LLC274,316$6.90M0.5%+191.0%1.429%
5/4/2026 Retirement Planning Group LLC853,548$21.46M0.7%-13.8%4.446%
4/30/2026Quantum Portfolio Management LLC208,911$5.25M0.1%+3.9%1.100%
4/27/2026 Platform Technology Partners480,861$12.09M2.3%+5.4%2.544%
4/22/2026 Janney Montgomery Scott LLC39,634$997K0.0%+27.8%0.211%
4/22/2026 River Street Advisors LLC68,697$1.73M0.6%+13.7%0.365%
4/21/2026 OLD Second National Bank of Aurora14,601$367K0.1%+13.4%0.078%
4/21/2026 Wesbanco Bank Inc.46,390$1.17M0.0%-1.0%0.247%
4/21/2026 First United Bank & Trust10,083$254K0.1%N/A0.054%
4/20/2026 Kestra Private Wealth Services LLC79,254$1.99M0.0%+7.1%0.422%
4/16/2026 Allegheny Financial Group364,934$9.18M1.2%+8.9%1.941%
2/18/2026 Wealth Intelligence LLC661,005$16.78M8.3%N/A4.006%
2/17/2026 Cetera Investment Advisers15,369$390K0.0%-82.7%0.093%
2/17/2026Hilltop Holdings Inc.16,000$406K0.0%-12.7%0.097%
2/17/2026Osaic Holdings Inc.420,926$10.69M0.0%-41.0%2.551%
2/17/2026&PARTNERS89,311$2.27M0.0%+14.2%0.541%
2/16/2026 MML Investors Services LLC548,671$13.93M0.0%+11.6%3.325%
2/13/2026 Stifel Financial Corp85,048$2.16M0.0%+26.6%0.515%
2/13/2026 Wilkerson Advisory Group LLC556,482$14.13M5.0%N/A3.373%
2/13/2026 Focused Alpha LLC10,092$256K0.1%N/A0.061%
2/12/2026Jane Street Group LLC75,408$1.92M0.0%+342.4%0.457%
2/12/2026Index Technologies Group LLC9,000$229K0.2%N/A0.055%
2/12/2026Quantum Portfolio Management LLC201,161$5.11M2.3%+0.5%1.219%
2/12/2026 Commonwealth Equity Services LLC184,620$4.69M0.0%+4.6%1.119%
2/11/2026 Janney Montgomery Scott LLC31,007$787K0.0%+16.2%0.188%
2/11/2026 LPL Financial LLC16,866$428K0.0%-4.7%0.102%
2/10/2026Twin Peaks Wealth Advisors LLC21,280$541K0.2%-11.1%0.129%
2/6/2026 Motco3,810$97K0.0%+25.3%0.023%
2/5/2026 Atlas Wealth LLC7,953$202K0.1%N/A0.048%
2/5/2026 Hills Bank & Trust Co2,638,018$66.98M3.9%+4.2%15.988%
2/3/2026 Wesbanco Bank Inc.46,872$1.19M0.0%+29.1%0.284%
2/3/2026 Retirement Planning Group LLC989,679$25.13M0.8%+7.7%5.998%
2/2/2026 Allegheny Financial Group335,158$8.51M1.3%+32.2%2.031%
2/2/2026 Truist Financial Corp31,137$791K0.0%-48.9%0.189%
2/2/2026 Aurora Private Wealth Inc.22,144$562K0.4%N/A0.134%
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1/29/2026 RMR Wealth Builders207,788$5.28M0.4%+16.8%1.215%
1/29/2026 Kestra Private Wealth Services LLC74,017$1.88M0.0%+31.8%0.433%
1/29/2026 Broadway Wealth Solutions Inc.1,036,532$26.32M14.1%+6.1%6.062%
1/26/2026 River Street Advisors LLC60,416$1.53M0.6%+10.3%0.353%
1/26/2026 Prosperity Financial Group Inc.36,385$924K0.3%-6.3%0.213%
1/16/2026 Beaumont Financial Advisors LLC94,281$2.39M0.2%-0.6%0.555%
1/15/2026 Towerpoint Wealth LLC12,045$306K0.1%+23.3%0.071%
1/8/2026 Wealth Enhancement Advisory Services LLC149,851$3.81M0.0%+250.4%1.070%
1/6/2026 First Citizens Financial Corp19,467$494K0.2%N/A0.139%
11/17/2025 Kestra Private Wealth Services LLC56,168$1.43M0.0%+6.3%0.426%
11/17/2025 Schneider Downs Wealth Management Advisors LP420,950$10.69M1.3%+3.1%3.189%
11/17/2025 Prosperity Financial Group Inc.38,846$986K0.4%+23.9%0.294%
11/17/2025 Integrated Wealth Concepts LLC169,396$4.30M0.0%+13.3%1.283%
11/17/2025Citadel Advisors LLC102,192$2.60M0.0%+67.6%0.774%
11/14/2025Raymond James Financial Inc.1,019,014$25.87M0.0%+14.4%7.720%
11/6/2025 Allegheny Financial Group253,500$6.44M1.2%+43.4%1.920%
11/6/2025 Wesbanco Bank Inc.36,315$922K0.0%+72.6%0.275%
11/5/2025 RMR Wealth Builders177,888$4.53M0.4%+24.2%1.348%
11/5/2025 Envestnet Asset Management Inc.619,685$15.73M0.0%-6.7%4.695%
11/3/2025 Truist Financial Corp60,945$1.55M0.0%-63.4%0.462%
10/29/2025 Platform Technology Partners319,850$8.12M1.9%+15.4%2.442%
10/29/2025 Wealth Enhancement Advisory Services LLC42,762$1.09M0.0%+420.9%0.326%
10/29/2025Quantum Portfolio Management LLC200,161$5.08M1.5%+4.7%1.528%
10/27/2025 Retirement Planning Group LLC918,680$23.33M0.8%N/A6.907%
10/22/2025 River Street Advisors LLC54,790$1.39M0.5%+5.1%0.412%
9/4/2025Osaic Holdings Inc.681,612$17.11M0.0%-18.2%5.203%
8/15/2025Semmax 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%
8/14/2025Jane Street Group LLC27,596$693K0.0%-57.7%0.211%
8/14/2025Raymond James Financial Inc.890,977$22.36M0.0%+1,493.6%6.801%
8/13/2025Quantum Portfolio Management LLC191,161$4.80M2.3%+15.9%1.459%
8/13/2025Twin Peaks Wealth Advisors LLC23,943$603K0.2%-6.4%0.183%
8/12/2025Steward 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%
7/25/2025CWM 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%
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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%
5/13/2025Schneider 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%
4/30/2025Arcus Capital Partners LLC48,679$1.22M0.5%N/A0.468%


FTRB Institutional Ownership - Frequently Asked Questions

During the previous two years, 55 institutional investors and hedge funds held shares of Federated Hermes Total Return Bond ETF. The most heavily invested institutionals were Hills Bank & Trust Co ($66.98M), Broadway Wealth Solutions Inc. ($26.32M), Raymond James Financial Inc. ($25.87M), Retirement Planning Group LLC ($21.46M), Wealth Intelligence LLC ($16.78M), Envestnet Asset Management Inc. ($15.73M), and Wilkerson Advisory Group LLC ($14.94M).Learn more on Federated Hermes Total Return Bond ETF's institutional investors.

Of the 52 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: Retirement Planning Group LLC ($989.68K), Raymond James Financial Inc. ($963.10K), Broadway Wealth Solutions Inc. ($956.02K), Hills Bank & Trust Co ($941.28K), Envestnet Asset Management Inc. ($664.51K), Wealth Intelligence LLC ($661.01K), and Wilkerson Advisory Group LLC ($594.26K).

Institutional investors have bought a total of 4,140,080 shares in the last 24 months. This purchase volume represents approximately $104.91M in transactions.

Of the 12 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: Osaic Holdings Inc. ($443.91K), MML Investors Services LLC ($142.46K), Retirement Planning Group LLC ($136.13K), Truist Financial Corp ($135.54K), Cetera Investment Advisers ($73.93K), Envestnet Asset Management Inc. ($44.82K), and Twin Peaks Wealth Advisors LLC ($2.66K).

Institutional investors have sold a total of 986,139 shares in the last 24 months. This volume of shares sold represents approximately $24.92M in transactions.


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Institutional ownership data for NYSEARCA:FTRB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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