Who owns FTRB?
Federated Hermes Total Return Bond ETF · Federated
52 institutions reported holding FTRB, worth $546.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FTRB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Hills Bank & Trust Co | North Liberty, IA | $140.9M | 5,613,451 | +2,770,883 shares |
| Truist Financial Corp. | Charlotte, NC | $74.2M | 2,955,427 | +400,727 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $53.1M | 2,114,374 | +834,391 shares |
| Benjamin Edwards Inc. | Clayton, MO | $36.6M | 1,460,125 | −608 shares |
| Broadway Wealth Solutions, Inc. | San Antonio, TX | $29.2M | 1,163,826 | +48,350 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $21.9M | 874,340 | +67,693 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $20.6M | 820,579 | +358,774 shares |
| Wilkerson Advisory Group LLC | Columbia, MO | $15.7M | 625,688 | +31,431 shares |
| Retirement Planning Group, LLC | Leawood, KS | $15.6M | 623,408 | −230,140 shares |
| Schneider Downs Wealth Management Advisors, LP | Pittsburgh, PA | $14.5M | 578,474 | +58,759 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FTRB?
52 institutional managers reported holding FTRB in Form 13F filings for June 30, 2026, worth $546.1M in total. The largest reported position was held by Hills Bank & Trust Co, at $140.9M.
Did institutions buy or sell FTRB last quarter?
Reported 13F value rose 28.2% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FTRB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.