Fed Hermes TTL RTRN BNDFTRBETF

13F holders, Q4 2025 (December 31)
47holders +9
4new positions
2sold out
1famous investor
$25.39avg. 13F price*

At the end of Q4 2025, 47 institutions reported holding Fed Hermes TTL RTRN BND (FTRB) in their 13F filings, up 9 from Q3 2025. 4 opened new positions and 2 sold out. The largest holders were Hills Bank & Trust Co ($67.0M), Raymond James Financial Inc. ($27.5M) and Broadway Wealth Solutions, Inc. ($26.3M). 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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions4$8.3M
Exits2$4.3M

All 13F filers, Q3 2025 → Q4 2025: 1,416,735 shares bought and 678,493 shares sold, net +738,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 47 holders

Hills Bank & Trust Co 3.89% Add +4.2% 2,638,018 $67.0M
Raymond James Financial Inc. 0.01% Add +6.2% 1,081,977 $27.5M
Broadway Wealth Solutions, Inc. 14.06% Add +6.1% 1,036,532 $26.3M
Retirement Planning Group, LLC 0.83% Add +7.7% 989,679 $25.1M
Envestnet Asset Management Inc. 0.01% Add +32.7% 822,432 $20.9M
Wealth Intelligence, LLC 8.33% — 661,005 $16.8M
Wilkerson Advisory Group LLC 4.98% — 556,482 $14.1M
MML Investors Services, LLC 0.03% Add +11.6% 548,671 $13.9M
Platform Technology Partners 2.47% Add +42.7% 456,337 $11.6M
Schneider Downs Wealth Management Advisors, LP 1.30% Add +8.1% 455,132 $11.6M
Osaic Holdings, Inc. 0.02% Reduce -41.0% 420,926 $10.7M
Allegheny Financial Group 1.26% Add +32.2% 335,158 $8.5M
Bank of New York Mellon Corp 0.00% New 292,139 $7.4M
RMR Wealth Builders 0.42% Add +16.8% 207,788 $5.3M
Quantum Portfolio Management LLC 2.26% Add +0.5% 201,161 $5.1M
Commonwealth Equity Services, LLC 0.01% Add +4.6% 184,620 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +250.4% 149,851 $3.8M
Signature Equity Partners, LLC 2.01% — 143,114 $3.6M
Beaumont Financial Advisors, LLC 0.16% Reduce -0.6% 94,281 $2.4M
&partners 0.01% Add +14.2% 89,311 $2.3M
Stifel Financial Corp. 0.00% Add +26.6% 85,048 $2.2M
Jane Street Group, LLC 0.00% Add +342.4% 75,408 $1.9M
Kestra Private Wealth Services, LLC 0.02% Add +31.8% 74,017 $1.9M
Cedrus Wealth Group LLC 1.64% — 70,141 $1.8M
River Street Advisors LLC 0.57% Add +10.3% 60,416 $1.5M
Wesbanco Bank Inc. 0.03% Add +29.1% 46,872 $1.2M
Prosperity Financial Group, Inc. 0.33% Reduce -6.3% 36,385 $924K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -39.1% 31,910 $810K
Truist Financial Corp. 0.00% Reduce -48.9% 31,137 $791K
Janney Montgomery Scott LLC 0.00% Add +16.2% 31,007 $787K
Aurora Private Wealth, Inc. 0.37% — 22,144 $562K
Twin Peaks Wealth Advisors, LLC 0.16% Reduce -11.1% 21,280 $541K
First Citizens Financial Corp 0.24% New 19,467 $494K
Citadel Advisors 0.00% Reduce -81.9% 18,520 $470K
Claro Advisors Inc. 0.06% No change 18,000 $457K
LPL Financial LLC 0.00% Reduce -4.7% 16,866 $428K
Hilltop Holdings Inc. 0.02% Reduce -12.7% 16,000 $406K
Cetera Investment Advisers 0.00% Reduce -82.7% 15,369 $390K
Old Second National Bank of Aurora 0.07% Add +1.4% 12,873 $327K
Towerpoint Wealth, LLC 0.12% Add +23.3% 12,045 $306K
Focused Alpha, LLC 0.08% — 10,092 $256K
Index Technologies Group LLC 0.24% — 9,000 $229K
Bank of America Corp. 0.00% New 8,989 $228K
Atlas Wealth LLC 0.08% New 7,953 $202K
Motco 0.01% Add +25.3% 3,810 $97K
Steward Partners Investment Advisory, LLC 0.00% No change 3,608 $92K
Royal Bank of Canada 0.00% Add +12.7% 1,089 $28K

"% 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.