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Federated Hermes Total Return Bond ETF (FTRB) Institutional Ownership

$24.09 +0.03 (+0.12%)
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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)
39
Total
Institutional Inflows
(last 12 months)
$109.86M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$17.59M
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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
10/2/2026 First Citizens Financial Corp22,516$539K0.2%-7.9%0.079%
9/23/2026Envestnet Asset Management Inc.874,340$21.94M0.0%+8.4%3.415%
9/9/2026Integrated Wealth Concepts LLC233,990$5.87M0.0%+10.5%0.971%
9/2/2026Citadel Advisors LLC43,303$1.09M0.0%N/A0.180%
8/22/2026Concurrent Investment Advisors LLC64,932$1.63M0.0%N/A0.269%
8/21/2026 First Citizens Financial Corp24,455$614K0.3%+12.8%0.101%
8/20/2026Rehmann Capital Advisory Group10,355$260K0.0%+11.9%0.043%
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%
5/13/2026Cetera Investment Advisers14,657$369K0.0%-4.6%0.076%
5/13/2026Signature Equity Partners LLC176,130$4.43M2.4%+23.1%0.917%
5/8/2026Wilkerson Advisory Group LLC594,257$14.94M5.1%+6.8%3.095%
5/5/2026Beaumont Financial Advisors LLC274,316$6.90M0.5%+191.0%1.429%
5/4/2026Retirement 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%
4/27/2026Platform Technology Partners480,861$12.09M2.3%+5.4%2.544%
4/22/2026Janney Montgomery Scott LLC39,634$997K0.0%+27.8%0.211%
4/22/2026River Street Advisors LLC68,697$1.73M0.6%+13.7%0.365%
4/21/2026OLD Second National Bank of Aurora14,601$367K0.1%+13.4%0.078%
4/21/2026Wesbanco Bank Inc.46,390$1.17M0.0%-1.0%0.247%
4/21/2026First United Bank & Trust10,083$254K0.1%N/A0.054%
4/20/2026Kestra Private Wealth Services LLC79,254$1.99M0.0%+7.1%0.422%
4/16/2026Allegheny Financial Group364,934$9.18M1.2%+8.9%1.941%
2/18/2026Wealth Intelligence LLC661,005$16.78M8.3%N/A4.006%
2/17/2026Cetera 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%
2/16/2026MML Investors Services LLC548,671$13.93M0.0%+11.6%3.325%
2/13/2026Stifel Financial Corp85,048$2.16M0.0%+26.6%0.515%
2/13/2026Wilkerson Advisory Group LLC556,482$14.13M5.0%N/A3.373%
2/13/2026Focused 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%
2/12/2026Commonwealth Equity Services LLC184,620$4.69M0.0%+4.6%1.119%
2/11/2026Janney Montgomery Scott LLC31,007$787K0.0%+16.2%0.188%
2/11/2026LPL Financial LLC16,866$428K0.0%-4.7%0.102%
2/10/2026Twin Peaks Wealth Advisors LLC21,280$541K0.2%-11.1%0.129%
2/6/2026Motco3,810$97K0.0%+25.3%0.023%
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2/5/2026Atlas Wealth LLC7,953$202K0.1%N/A0.048%
2/5/2026Hills Bank & Trust Co2,638,018$66.98M3.9%+4.2%15.988%
2/3/2026Wesbanco Bank Inc.46,872$1.19M0.0%+29.1%0.284%
2/3/2026Retirement Planning Group LLC989,679$25.13M0.8%+7.7%5.998%
2/2/2026Allegheny Financial Group335,158$8.51M1.3%+32.2%2.031%
2/2/2026Truist Financial Corp31,137$791K0.0%-48.9%0.189%
2/2/2026Aurora Private Wealth Inc.22,144$562K0.4%N/A0.134%
1/29/2026RMR Wealth Builders207,788$5.28M0.4%+16.8%1.215%
1/29/2026Kestra Private Wealth Services LLC74,017$1.88M0.0%+31.8%0.433%
1/29/2026Broadway Wealth Solutions Inc.1,036,532$26.32M14.1%+6.1%6.062%
1/26/2026River Street Advisors LLC60,416$1.53M0.6%+10.3%0.353%
1/26/2026Prosperity Financial Group Inc.36,385$924K0.3%-6.3%0.213%
1/16/2026Beaumont Financial Advisors LLC94,281$2.39M0.2%-0.6%0.555%
1/15/2026Towerpoint Wealth LLC12,045$306K0.1%+23.3%0.071%
1/8/2026Wealth 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%
11/17/2025Kestra Private Wealth Services LLC56,168$1.43M0.0%+6.3%0.426%
11/17/2025Schneider Downs Wealth Management Advisors LP420,950$10.69M1.3%+3.1%3.189%
11/17/2025Prosperity Financial Group Inc.38,846$986K0.4%+23.9%0.294%
11/17/2025Integrated 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%
11/6/2025Allegheny Financial Group253,500$6.44M1.2%+43.4%1.920%
11/6/2025Wesbanco Bank Inc.36,315$922K0.0%+72.6%0.275%
11/5/2025RMR Wealth Builders177,888$4.53M0.4%+24.2%1.348%
11/5/2025Envestnet Asset Management Inc.619,685$15.73M0.0%-6.7%4.695%
11/3/2025Truist Financial Corp60,945$1.55M0.0%-63.4%0.462%
10/29/2025Platform Technology Partners319,850$8.12M1.9%+15.4%2.442%
10/29/2025Wealth 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%
10/27/2025Retirement Planning Group LLC918,680$23.33M0.8%N/A6.907%
10/22/2025River 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%
8/15/2025MML 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%
8/8/2025Cetera Investment Advisers1,184,254$29.73M0.1%-9.0%9.266%
8/5/2025Hills Bank & Trust Co2,307,838$57.93M3.7%+17.5%18.058%
8/1/2025Motco3,040$76K0.0%+319.3%0.024%
8/1/2025Envestnet Asset Management Inc.664,506$16.68M0.0%+1.4%5.200%
7/31/2025Schneider Downs Wealth Management Advisors LP408,162$10.25M1.5%-11.0%3.194%
7/30/2025Prosperity Financial Group Inc.31,346$787K0.3%+7.0%0.245%
7/25/2025CWM LLC1,324$33K0.0%N/A0.010%
7/24/2025Aurora Private Wealth Inc.25,703$645K0.5%-5.4%0.201%
7/22/2025Firethorn Wealth Partners LLC21,274$534K0.2%+16.1%0.166%
7/21/2025River Street Advisors LLC52,121$1.31M0.6%+18.3%0.408%
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7/21/2025OLD Second National Bank of Aurora12,548$315K0.1%+4.9%0.098%
7/18/2025Truist Financial Corp166,681$4.18M0.0%N/A1.304%
7/18/2025Broadway Wealth Solutions Inc.896,317$22.50M14.0%+7.3%7.013%
7/17/2025Janney Montgomery Scott LLC19,222$482K0.0%N/A0.150%
7/16/2025Beaumont Financial Advisors LLC95,247$2.39M0.2%+23.8%0.745%
7/10/2025Wealth Enhancement Advisory Services LLC8,209$205K0.0%N/A0.063%
7/9/2025Towerpoint Wealth LLC9,771$245K0.1%+10.9%0.075%
7/8/2025RMR Wealth Builders143,234$3.61M0.3%+18.3%1.100%
7/7/2025Wesbanco Bank Inc.21,043$528K0.0%+42.0%0.162%
5/19/2025Jane Street Group LLC65,221$1.63M0.0%+277.9%0.523%


FTRB Institutional Ownership - Frequently Asked Questions

During the previous two years, 57 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), Envestnet Asset Management Inc. ($21.94M), Retirement Planning Group LLC ($21.46M), Wealth Intelligence LLC ($16.78M), and Wilkerson Advisory Group LLC ($14.94M).Learn more on Federated Hermes Total Return Bond ETF's institutional investors.

Of the 53 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. ($732.20K), Wealth Intelligence LLC ($661.01K), and Wilkerson Advisory Group LLC ($594.26K).

Institutional investors have bought a total of 4,337,185 shares in the last 24 months. This purchase volume represents approximately $109.86M 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. ($292.44K), Retirement Planning Group LLC ($136.13K), Truist Financial Corp ($135.54K), Cetera Investment Advisers ($73.93K), Envestnet Asset Management Inc. ($44.82K), Twin Peaks Wealth Advisors LLC ($2.66K), and Prosperity Financial Group Inc. ($2.46K).

Institutional investors have sold a total of 694,140 shares in the last 24 months. This volume of shares sold represents approximately $17.59M 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 10/2/2026. New 13F filings are added each quarter as they're published.
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