Fed Hermes TTL RTRN BNDFTRBETF

13F holders, Q2 2025 (June 30)
42holders +2
7new positions
5sold out
1famous investor
$25.10avg. 13F price*

At the end of Q2 2025, 42 institutions reported holding Fed Hermes TTL RTRN BND (FTRB) in their 13F filings, up 2 from Q1 2025. 7 opened new positions and 5 sold out. The largest holders were Hills Bank & Trust Co ($57.9M), Cetera Investment Advisers ($29.7M) and Broadway Wealth Solutions, Inc. ($22.5M). 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 2025)
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 2025 → Q2 2025

InstitutionsTotal Value
New Positions7$5.4M
Exits5$2.9M

All 13F filers, Q1 2025 → Q2 2025: 1,914,149 shares bought and 659,108 shares sold, net +1,255,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

Hills Bank & Trust Co 3.65% Add +17.5% 2,307,838 $57.9M
Cetera Investment Advisers 0.05% Reduce -9.0% 1,184,254 $29.7M
Broadway Wealth Solutions, Inc. 14.01% Add +7.3% 896,317 $22.5M
Raymond James Financial Inc. 0.01% Add +1493.6% 890,977 $22.4M
Osaic Holdings, Inc. 0.03% Reduce -18.2% 681,612 $17.1M
Envestnet Asset Management Inc. 0.00% Add +1.4% 664,506 $16.7M
MML Investors Services, LLC 0.04% Reduce -22.4% 493,966 $12.4M
Schneider Downs Wealth Management Advisors, LP 1.53% Reduce -11.1% 408,162 $10.2M
Stifel Financial Corp. 0.01% Add +3.6% 345,053 $8.7M
Platform Technology Partners 1.82% Add +14.6% 277,092 $7.0M
Quantum Portfolio Management LLC 2.29% Add +15.9% 191,161 $4.8M
Allegheny Financial Group 0.99% Add +350.1% 176,833 $4.4M
Truist Financial Corp. 0.01% New 166,681 $4.2M
Commonwealth Equity Services, LLC 0.01% Add +472.5% 160,763 $4.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -16.0% 154,910 $3.9M
Integrated Wealth Concepts LLC 0.04% Reduce -4.9% 149,527 $3.8M
RMR Wealth Builders 0.33% Add +18.3% 143,234 $3.6M
Beaumont Financial Advisors, LLC 0.17% Add +23.8% 95,247 $2.4M
Citadel Advisors 0.00% Add +198.7% 60,966 $1.5M
Kestra Private Wealth Services, LLC 0.02% Reduce -1.7% 52,844 $1.3M
River Street Advisors LLC 0.56% Add +18.3% 52,121 $1.3M
Avantax Advisory Services, Inc. 0.01% Reduce -3.3% 39,659 $995K
Prosperity Financial Group, Inc. 0.33% Add +7.0% 31,346 $787K
Jane Street Group, LLC 0.00% Reduce -57.7% 27,596 $693K
Aurora Private Wealth, Inc. 0.48% Reduce -5.4% 25,703 $645K
Twin Peaks Wealth Advisors, LLC 0.20% Reduce -6.4% 23,943 $603K
Firethorn Wealth Partners, LLC 0.23% Add +16.1% 21,274 $534K
Wesbanco Bank Inc. 0.02% Add +42.0% 21,043 $528K
Janney Montgomery Scott LLC 0.00% New 19,222 $482K
Hilltop Holdings Inc. 0.03% No change 18,325 $460K
Claro Advisors Inc. 0.07% No change 18,000 $452K
LPL Financial LLC 0.00% New 15,725 $395K
Old Second National Bank of Aurora 0.07% Add +4.9% 12,548 $315K
Towerpoint Wealth, LLC 0.11% Add +10.9% 9,771 $245K
Wealth Enhancement Advisory Services, LLC 0.00% New 8,209 $205K
Semmax Financial Advisors Inc. 0.03% New 4,889 $123K
Steward Partners Investment Advisory, LLC 0.00% Add +38.7% 3,608 $91K
Motco 0.01% Add +319.3% 3,040 $76K
Cwm, LLC 0.00% New 1,324 $33K
Royal Bank of Canada 0.00% No change 966 $24K
Northwestern Mutual Wealth Management Co. 0.00% New 667 $17K
UBS Group AG 0.00% Reduce -87.3% 9 $226

"% 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.