Who Owns Federated Hermes Total Return Bond ETF (FTRB)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$2.631700025e+212T
% of Float Held
—
QoQ Change in Holders
+11 / -2
Price History
FTRB — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Platform Technology Partners | New Position | +456K | +$11.0B |
| Allegheny Financial Group | New Position | +335K | +$8.5B |
| Quantum Portfolio Management LLC | New Position | +201K | +$5.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +185K | +$4.0B |
| River Street Advisors LLC | New Position | +60K | +$1.5B |
| Broadway Wealth Solutions, Inc. | Increased | +60K | +$1.5B |
| WESBANCO BANK INC | New Position | +47K | +$1.2B |
| TWIN PEAKS WEALTH ADVISORS, LLC | New Position | +21K | +$541.0M |
| First Citizens Financial Corp | New Position | +19K | +$494.0M |
| OLD SECOND NATIONAL BANK OF AURORA | New Position | +13K | +$326.0M |
| STIFEL FINANCIAL CORP | Increased | +18K | +$294.0M |
| Atlas Wealth LLC | New Position | +8K | +$201.0M |
| RAYMOND JAMES FINANCIAL INC | Increased | +63K | +$127.0M |
| Towerpoint Wealth, LLC | Increased | +2K | +$56.9M |
| Retirement Planning Group, LLC | New Position | +990K | +$25.1M |
FTRB — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | Decreased | -292K | -$8.0B |
| Integrated Wealth Concepts LLC | Closed Position | -169K | -$4.3B |
| CITADEL ADVISORS LLC | Decreased | -84K | -$2.6B |
| Cetera Investment Advisers | Decreased | -73K | -$2.2B |
| Hilltop Holdings Inc. | Decreased | -2K | -$465.3M |
| LPL Financial LLC | Decreased | -825 | -$449.2M |
| Prosperity Financial Group, Inc. | Decreased | -2K | -$63.3M |
| Advisory Services Network, LLC | Closed Position | -600 | -$15.2M |
| Cambridge Investment Research Advisors, Inc. | Decreased | -21K | -$1.3M |
Top Institutional Holders(Q4 2025)
FTRB Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 47 | $98.6B | +25 |
| Q3 2025 | 22 | $161.0B | -16 |
| Q2 2025 | 38 | $197.5B | -1 |
| Q1 2025 | 39 | $191.3B | +12 |
| Q4 2024 | 27 | $3.2T | +9 |
| Q3 2024 | 18 | $4.5T | +5 |
| Q2 2024 | 13 | $1.7T | +7 |
| Q1 2024 | 6 | $16.6B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold FTRB (Federated Hermes Total Return Bond ETF). The largest holder is Broadway Wealth Solutions, Inc. with $26.3B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own FTRB?
As of Q4 2025, 50 institutional investors report holding FTRB (Federated Hermes Total Return Bond ETF) in their 13F filings.
Who is the largest institutional holder of FTRB?
The largest institutional holder of FTRB is Broadway Wealth Solutions, Inc. with $26.3B in shares.
Is institutional ownership of FTRB increasing or decreasing?
This quarter, 11 institutions opened new positions in FTRB and 2 closed their positions.