Who owns Federated Hermes Total Return Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FTRB from SEC Form 13F filings across 52 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 52 institutions disclosed 21.7M shares of Federated Hermes Total Return Bond ETF worth $545.6M — about 154.9% of shares outstanding; the largest disclosed holder is Hills Bank & Trust Co. Source: SEC Form 13F filings, parsed by EvidInvest.
52
13F holders
$545.6M
value, 2026 filers
154.9%
of shares outstanding (21.7M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FTRB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Hills Bank & Trust Co | 5.6M | $140.9M | 6.0% | 40% | +97.5% |
| 2 | TRUIST FINANCIAL CORP | 3.0M | $74.2M | 0.1% | 21.1% | +15.7% |
| 3 | RAYMOND JAMES FINANCIAL INC | 2.1M | $53.1M | 0.0% | 15.1% | +65.2% |
| 4 | BENJAMIN EDWARDS INC | 1.5M | $36.6M | 0.3% | 10.4% | 0.0% |
| 5 | Broadway Wealth Solutions, Inc. | 1.2M | $29.2M | 13.6% | 8.3% | +4.3% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 874,340 | $21.9M | 0.0% | 6.2% | +8.4% |
| 7 | OSAIC HOLDINGS, INC. | 820,579 | $20.6M | 0.0% | 5.8% | +77.7% |
| 8 | Wilkerson Advisory Group LLC | 625,688 | $15.7M | 4.8% | 4.5% | +5.3% |
| 9 | Retirement Planning Group, LLC | 623,408 | $15.6M | 0.4% | 4.4% | -27.0% |
| 10 | Schneider Downs Wealth Management Advisors, LP | 578,474 | $14.5M | 1.4% | 4.1% | +11.3% |
| 11 | Platform Technology Partners | 554,045 | $13.9M | 2.3% | 3.9% | +15.2% |
| 12 | MML INVESTORS SERVICES, LLC | 519,583 | $13.0M | 0.0% | 3.7% | +17.7% |
| 13 | GTS FINANCIAL, LLC | 515,702 | $12.9M | 9.4% | 3.7% | +2.9% |
| 14 | Allegheny Financial Group | 395,812 | $9.9M | 1.1% | 2.8% | +8.5% |
| 15 | Beaumont Financial Advisors, LLC | 326,633 | $8.2M | 0.5% | 2.3% | +19.1% |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 305,718 | $7.6M | 0.0% | 2.2% | +30.8% |
| 17 | FOCUSED ALPHA, LLC | 295,664 | $7.4M | 1.9% | 2.1% | -6.7% |
| 18 | RMR Wealth Builders | 258,829 | $6.5M | 0.4% | 1.8% | +10.0% |
| 19 | Integrated Wealth Concepts LLC | 233,990 | $5.9M | 0.0% | 1.7% | +10.5% |
| 20 | Quantum Portfolio Management LLC | 211,261 | $5.3M | 1.9% | 1.5% | +1.1% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 182,352 | $4.6M | 0.0% | 1.3% | -0.7% |
| 22 | Signature Equity Partners, LLC | 161,264 | $4.0M | 1.9% | 1.1% | -8.4% |
| 23 | &PARTNERS | 119,071 | $3.0M | 0.0% | 0.8% | +18.2% |
| 24 | STIFEL FINANCIAL CORP | 87,311 | $2.2M | 0.0% | 0.6% | -6.9% |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | 78,398 | $2.0M | 0.0% | 0.6% | -1.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.