FTRB Institutional Ownership
Federated Hermes Total Return Bond ETF
1W: -0.7%
1M: -3.0%
3M: -4.5%
YTD: -5.2%
1Y: -5.2%
$23.94
-0.04 (-0.17%)
Weekly Expected Move ±0.6%
$24
$24
$24
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FTRB
57
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
544M
Total Invested
6
New Positions
28
Increased
17
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (61 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Hills Bank & Trust Co | 5,613,451 | $134M | +2,770,883 | +97.5% | 9Q | SEC ↗ |
| 2 | TRUIST FINANCIAL CORP | 2,955,427 | $71M | +400,727 | +15.7% | 5Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 2,114,374 | $51M | +834,391 | +65.2% | 6Q | SEC ↗ |
| 4 | BENJAMIN EDWARDS INC | 1,460,125 | $35M | -608 | -0.0% | 2Q | SEC ↗ |
| 5 | Broadway Wealth Solutions, Inc. | 1,163,826 | $28M | +48,350 | +4.3% | 7Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 874,340 | $21M | +67,693 | +8.4% | 7Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 820,579 | $20M | +358,774 | +77.7% | 10Q | SEC ↗ |
| 8 | Wilkerson Advisory Group LLC | 625,688 | $15M | +31,431 | +5.3% | 3Q | SEC ↗ |
| 9 | Retirement Planning Group, LLC | 623,408 | $15M | -230,140 | -27.0% | 4Q | SEC ↗ |
| 10 | Schneider Downs Wealth Management Advi | 578,474 | $14M | +58,759 | +11.3% | 10Q | SEC ↗ |
| 11 | Platform Technology Partners | 554,045 | $13M | +73,184 | +15.2% | 9Q | SEC ↗ |
| 12 | MML INVESTORS SERVICES, LLC | 519,583 | $12M | +77,994 | +17.7% | 7Q | SEC ↗ |
| 13 | GTS FINANCIAL, LLC | 515,702 | $12M | +14,766 | +2.9% | 2Q | SEC ↗ |
| 14 | Allegheny Financial Group | 395,812 | $9M | +30,878 | +8.5% | 6Q | SEC ↗ |
| 15 | Beaumont Financial Advisors, LLC | 326,633 | $8M | +52,317 | +19.1% | 9Q | SEC ↗ |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 305,718 | $7M | +71,933 | +30.8% | 5Q | SEC ↗ |
| 17 | FOCUSED ALPHA, LLC | 295,664 | $7M | -21,268 | -6.7% | 3Q | SEC ↗ |
| 18 | RMR Wealth Builders | 258,829 | $6M | +23,483 | +10.0% | 8Q | SEC ↗ |
| 19 | Integrated Wealth Concepts LLC | 233,990 | $6M | +22,192 | +10.5% | 2Q | SEC ↗ |
| 20 | Quantum Portfolio Management LLC | 211,261 | $5M | +2,350 | +1.1% | 8Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 182,352 | $4M | -1,239 | -0.7% | 7Q | SEC ↗ |
| 22 | Signature Equity Partners, LLC | 161,264 | $4M | -14,866 | -8.4% | 3Q | SEC ↗ |
| 23 | &PARTNERS | 119,071 | $3M | +18,374 | +18.2% | 4Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 87,311 | $2M | -6,485 | -6.9% | 9Q | SEC ↗ |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | 78,398 | $2M | -856 | -1.1% | 7Q | SEC ↗ |
| 26 | River Street Advisors LLC | 73,123 | $2M | +4,426 | +6.4% | 10Q | SEC ↗ |
| 27 | WESBANCO BANK INC | 71,183 | $2M | +24,793 | +53.4% | 6Q | SEC ↗ |
| 28 | Concurrent Investment Advisors, LLC NEW | 64,932 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Janney Montgomery Scott LLC | 46,514 | $1M | +6,880 | +17.4% | 5Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 45,510 | $1M | +25,787 | +130.7% | 2Q | SEC ↗ |
| 31 | CITADEL ADVISORS LLC NEW | 43,303 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Prosperity Financial Group, Inc. | 41,479 | $993K | +3,184 | +8.3% | 7Q | SEC ↗ |
| 33 | Betterment LLC | 32,957 | $789K | +8,359 | +34.0% | 2Q | SEC ↗ |
| 34 | Petros Family Wealth, LLC NEW | 27,082 | $648K | — | +0.0% | 1Q | SEC ↗ |
| 35 | First Citizens Financial Corp | 24,455 | $585K | +2,772 | +12.8% | 3Q | SEC ↗ |
| 36 | Cambridge Investment Research Advisors | 20,544 | $492K | -6,430 | -23.8% | 10Q | SEC ↗ |
| 37 | Aurora Private Wealth, Inc. | 19,176 | $459K | -2,968 | -13.4% | 3Q | SEC ↗ |
| 38 | OLD SECOND NATIONAL BANK OF AURORA | 17,582 | $421K | +2,981 | +20.4% | 10Q | SEC ↗ |
| 39 | Claro Advisors Inc. | 17,500 | $419K | — | +0.0% | 9Q | SEC ↗ |
| 40 | Cordgrass Capital Advisors, LLC NEW | 17,072 | $409K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Hilltop Holdings Inc. | 16,000 | $383K | — | +0.0% | 8Q | SEC ↗ |
| 42 | FIRST UNITED BANK & TRUST | 14,941 | $358K | +4,858 | +48.2% | 2Q | SEC ↗ |
| 43 | TWIN PEAKS WEALTH ADVISORS, LLC | 12,048 | $288K | -8,841 | -42.3% | 9Q | SEC ↗ |
| 44 | Towerpoint Wealth, LLC | 12,045 | $288K | — | +0.0% | 8Q | SEC ↗ |
| 45 | LPL Financial LLC | 11,184 | $268K | -4,110 | -26.9% | 5Q | SEC ↗ |
| 46 | Rehmann Capital Advisory Group | 10,355 | $248K | +1,102 | +11.9% | 2Q | SEC ↗ |
| 47 | Index Technologies Group LLC | 8,350 | $200K | -650 | -7.2% | 3Q | SEC ↗ |
| 48 | FLOW TRADERS U.S. LLC NEW | 8,314 | $199K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Stone House Investment Management, LLC | 4,020 | $96K | — | +0.0% | 2Q | SEC ↗ |
| 50 | Steward Partners Investment Advisory, | 3,608 | $86K | — | +0.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Concurrent Investment Advisors, LLC | 64,932 | $2M |
| CITADEL ADVISORS LLC | 43,303 | $1M |
| Petros Family Wealth, LLC | 27,082 | $648K |
| Cordgrass Capital Advisors, LLC | 17,072 | $409K |
| FLOW TRADERS U.S. LLC | 8,314 | $199K |
| Main Street Group, LTD | 1,000 | $24K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Wealth Intelligence, LLC | 661,005 | $16M |
| Bank of New York Mellon Corp | 292,139 | $7M |
| JANE STREET GROUP, LLC | 75,408 | $2M |
| Cedrus Wealth Group LLC | 74,014 | $2M |
| MOTCO | 15,716 | $376K |
| Cetera Investment Advisers | 14,657 | $351K |
| BANK OF AMERICA CORP /DE | 8,989 | $215K |
| Atlas Wealth LLC | 8,528 | $204K |
| Advisory Services Network, LLC | 650 | $16K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Hills Bank & Trust Co | +2,770,883 | +97.5% | 5,613,451 |
| RAYMOND JAMES FINANCIAL INC | +834,391 | +65.2% | 2,114,374 |
| TRUIST FINANCIAL CORP | +400,727 | +15.7% | 2,955,427 |
| OSAIC HOLDINGS, INC. | +358,774 | +77.7% | 820,579 |
| MML INVESTORS SERVICES, LLC | +77,994 | +17.7% | 519,583 |
| Platform Technology Partners | +73,184 | +15.2% | 554,045 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +71,933 | +30.8% | 305,718 |
| ENVESTNET ASSET MANAGEMENT INC | +67,693 | +8.4% | 874,340 |
| Schneider Downs Wealth Management A | +58,759 | +11.3% | 578,474 |
| Beaumont Financial Advisors, LLC | +52,317 | +19.1% | 326,633 |
| Broadway Wealth Solutions, Inc. | +48,350 | +4.3% | 1,163,826 |
| Wilkerson Advisory Group LLC | +31,431 | +5.3% | 625,688 |
| Allegheny Financial Group | +30,878 | +8.5% | 395,812 |
| GOLDMAN SACHS GROUP INC | +25,787 | +130.7% | 45,510 |
| WESBANCO BANK INC | +24,793 | +53.4% | 71,183 |
| RMR Wealth Builders | +23,483 | +10.0% | 258,829 |
| Integrated Wealth Concepts LLC | +22,192 | +10.5% | 233,990 |
| &PARTNERS | +18,374 | +18.2% | 119,071 |
| GTS FINANCIAL, LLC | +14,766 | +2.9% | 515,702 |
| Betterment LLC | +8,359 | +34.0% | 32,957 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Retirement Planning Group, LLC | -230,140 | -27.0% | 623,408 |
| FOCUSED ALPHA, LLC | -21,268 | -6.7% | 295,664 |
| Signature Equity Partners, LLC | -14,866 | -8.4% | 161,264 |
| TWIN PEAKS WEALTH ADVISORS, LLC | -8,841 | -42.3% | 12,048 |
| STIFEL FINANCIAL CORP | -6,485 | -6.9% | 87,311 |
| Cambridge Investment Research Advis | -6,430 | -23.8% | 20,544 |
| LPL Financial LLC | -4,110 | -26.9% | 11,184 |
| Aurora Private Wealth, Inc. | -2,968 | -13.4% | 19,176 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,239 | -0.7% | 182,352 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -856 | -1.1% | 78,398 |
| Index Technologies Group LLC | -650 | -7.2% | 8,350 |
| BENJAMIN EDWARDS INC | -608 | -0.0% | 1,460,125 |