Fed Hermes TTL RTRN BNDFTRBETF

13F holders, Q2 2026 (June 30)
52holders +1
6new positions
5sold out
1famous investor
$25.09avg. 13F price*

At the end of Q2 2026, 52 institutions reported holding Fed Hermes TTL RTRN BND (FTRB) in their 13F filings, up 1 from Q1 2026. 6 opened new positions and 5 sold out. The largest holders were Hills Bank & Trust Co ($140.9M), Truist Financial Corp. ($74.2M) and Raymond James Financial Inc. ($53.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Fed Hermes TTL RTRN BND
Filed as
FEDERATED HERMES ETF TRUST (Q2 2026)
CUSIP
31423L404
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 10Q1 2024Q2 2024: 18Q2 2024Q3 2024: 26Q3 2024Q4 2024: 34Q4 2024Q1 2025: 40Q1 2025Q2 2025: 42Q2 2025Q3 2025: 38Q3 2025Q4 2025: 47Q4 2025Q1 2026: 51Q1 2026Q2 2026: 52Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions6$4.1M
Exits5$2.9M

All 13F filers, Q1 2026 → Q2 2026: 5,205,324 shares bought and 412,026 shares sold, net +4,793,298 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 52 holders

Hills Bank & Trust Co 6.00% Add +97.5% 5,613,451 $140.9M
Truist Financial Corp. 0.09% Add +15.7% 2,955,427 $74.2M
Raymond James Financial Inc. 0.01% Add +65.2% 2,114,374 $53.1M
Benjamin Edwards Inc. 0.33% Reduce -0.0% 1,460,125 $36.6M
Broadway Wealth Solutions, Inc. 13.64% Add +4.3% 1,163,826 $29.2M
Envestnet Asset Management Inc. 0.01% Add +8.4% 874,340 $21.9M
Osaic Holdings, Inc. 0.02% Add +77.7% 820,579 $20.6M
Wilkerson Advisory Group LLC 4.82% Add +5.3% 625,688 $15.7M
Retirement Planning Group, LLC 0.40% Reduce -27.0% 623,408 $15.6M
Schneider Downs Wealth Management Advisors, LP 1.36% Add +11.3% 578,474 $14.5M
Platform Technology Partners 2.28% Add +15.2% 554,045 $13.9M
MML Investors Services, LLC 0.03% Add +17.7% 519,583 $13.0M
GTS Financial, LLC 9.43% Add +3.0% 515,702 $12.9M
Allegheny Financial Group 1.05% Add +8.5% 395,812 $9.9M
Beaumont Financial Advisors, LLC 0.52% Add +19.1% 326,633 $8.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +30.8% 305,718 $7.6M
Focused Alpha, LLC 1.90% Reduce -6.7% 295,664 $7.4M
RMR Wealth Builders 0.41% Add +10.0% 258,829 $6.5M
Integrated Wealth Concepts LLC 0.04% Add +10.5% 233,990 $5.9M
Quantum Portfolio Management LLC 1.91% Add +1.1% 211,261 $5.3M
Commonwealth Equity Services, LLC 0.01% Reduce -0.7% 182,352 $4.6M
Signature Equity Partners, LLC 1.86% Reduce -8.4% 161,264 $4.0M
&partners 0.01% Add +18.3% 119,071 $3.0M
Stifel Financial Corp. 0.00% Reduce -6.9% 87,311 $2.2M
Kestra Private Wealth Services, LLC 0.02% Reduce -1.1% 78,398 $2.0M
River Street Advisors LLC 0.54% Add +6.4% 73,123 $1.8M
Wesbanco Bank Inc. 0.04% Add +53.4% 71,183 $1.8M
Concurrent Investment Advisors, LLC 0.01% New 64,932 $1.6M
Janney Montgomery Scott LLC 0.00% Add +17.4% 46,514 $1.2M
Goldman Sachs Group Inc. 0.00% Add +130.8% 45,510 $1.1M
Citadel Advisors 0.00% New 43,303 $1.1M
Prosperity Financial Group, Inc. 0.32% Add +8.3% 41,479 $1.0M
Betterment LLC 0.00% Add +34.0% 32,957 $827K
Petros Family Wealth, LLC 0.42% New 27,082 $680K
First Citizens Financial Corp 0.26% Add +12.8% 24,455 $614K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -23.8% 20,544 $516K
Aurora Private Wealth, Inc. 0.31% Reduce -13.4% 19,176 $481K
Old Second National Bank of Aurora 0.08% Add +20.4% 17,582 $441K
Claro Advisors Inc. 0.05% No change 17,500 $439K
Cordgrass Capital Advisors, LLC 0.16% New 17,072 $428K
Hilltop Holdings Inc. 0.03% No change 16,000 $402K
First United Bank & Trust 0.11% Add +48.2% 14,941 $375K
Twin Peaks Wealth Advisors, LLC 0.07% Reduce -42.3% 12,048 $302K
Towerpoint Wealth, LLC 0.10% No change 12,045 $302K
LPL Financial LLC 0.00% Reduce -26.9% 11,184 $281K
Rehmann Capital Advisory Group 0.01% Add +11.9% 10,355 $260K
Index Technologies Group LLC 0.17% Reduce -7.2% 8,350 $210K
Flow Traders U.S. LLC 0.01% New 8,314 $209K
Stone House Investment Management, LLC 0.01% No change 4,020 $101K
Steward Partners Investment Advisory, LLC 0.00% No change 3,608 $91K
Royal Bank of Canada 0.00% No change 1,089 $27K
Main Street Group, LTD 0.01% New 1,000 $25K

"% of holder's portfolio" is FTRB's weight in each manager's 13F, not the share of Fed Hermes TTL RTRN BND the manager owns.