Who Owns FTRB?
Federated Hermes Total Return Bond ETF — Institutional Ownership & 13F Holdings
$25.30
-0.01 (-0.02%)
Market Cap
$357.9M
Shares Outstanding
14,037,129
Institutional Holders
39
Total Inst. Value
$195.1M
% of Float Held
—
QoQ Holder Change
+33
Institutional data as of Q1 2025
New Positions
15
Closed Positions
3
Increased
15
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Hills Bank & Trust Co | $49.2M | 1,964,479 |
| 2 | Cetera Investment Advisers | $32.6M | 1,301,180 |
| 3 | Broadway Wealth Solutions, Inc. | $20.9M | 835,530 |
| 4 | OSAIC HOLDINGS, INC. | $20.9M | 833,087 |
| 5 | MML INVESTORS SERVICES, LLC | $15.9M | 636,429 |
| 6 | Schneider Downs Wealth Management Advisors, LP | $11.5M | 458,847 |
| 7 | STIFEL FINANCIAL CORP | $8.3M | 333,071 |
| 8 | Platform Technology PartnersNew | $6.1M | 241,890 |
| 9 | Cambridge Investment Research Advisors, Inc. | $4.6M | 184,404 |
| 10 | Quantum Portfolio Management LLCNew | $4.1M | 164,961 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Hills Bank & Trust Co | +155K | $49.2M |
| Broadway Wealth Solutions, Inc. | +81K | $20.9M |
| OSAIC HOLDINGS, INC. | +601K | $20.9M |
| MML INVESTORS SERVICES, LLC | +217K | $15.9M |
| Schneider Downs Wealth Management Advisors, LP | +14K | $11.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cetera Investment Advisers | -439K | $32.6M |
| Cambridge Investment Research Advisors, Inc. | -7K | $4.6M |
| Beaumont Financial Advisors, LLC | -2K | $1.9M |
| Prosperity Financial Group, Inc. | -2K | $734K |
| TWIN PEAKS WEALTH ADVISORS, LLC | -1K | $634K |
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Frequently Asked Questions
How many institutional investors hold FTRB?
As of Q1 2025, 39 institutional investors report holding FTRB (Federated Hermes Total Return Bond ETF) in their 13F filings.
Which hedge fund owns the most FTRB?
The largest institutional holder of FTRB is Hills Bank & Trust Co with $49.2M in shares.
Are institutions buying or selling FTRB?
This quarter, 15 institutions opened new positions in FTRB and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.