FEDERATED HERMES ETF TRUST (FTRB)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
47
Reporting holders
$542.4M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | $140.9M | 5,613,451 | 5.99% | 9q | +97.5%+$69.5M |
| TRUIST FINANCIAL CORP | $74.2M | 2,955,427 | 0.09% | 5q | +15.7%+$10.1M |
| RAYMOND JAMES FINANCIAL INC | $53.1M | 2,114,374 | 0.01% | 6q | +65.2%+$20.9M |
| BENJAMIN EDWARDS INC | $36.6M | 1,460,125 | 0.33% | 2q | HELD |
| Broadway Wealth Solutions, Inc. | $29.2M | 1,163,826 | 13.64% | 7q | +4.3%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $21.9M | 874,340 | 0.01% | 7q | +8.4%+$1.7M |
| OSAIC HOLDINGS, INC. | $20.6M | 820,579 | 0.02% | 10q | +77.7%+$9.0M |
| Wilkerson Advisory Group LLC | $15.7M | 625,688 | 4.82% | 3q | +5.3%+$788.8K |
| Retirement Planning Group, LLC | $15.6M | 623,408 | 0.40% | 4q | -27.0%-$5.8M |
| Schneider Downs Wealth Management Advisors, LP | $14.5M | 578,474 | 1.36% | 10q | +11.3%+$1.5M |
| Platform Technology Partners | $13.9M | 554,045 | 2.27% | 9q | +15.2%+$1.8M |
| MML INVESTORS SERVICES, LLC | $13.0M | 519,583 | 0.03% | 7q | +17.7%+$2.0M |
| GTS FINANCIAL, LLC | $12.9M | 515,702 | 9.43% | 2q | +2.9%+$370.6K |
| Allegheny Financial Group | $9.9M | 395,812 | 1.05% | 6q | +8.5%+$774.9K |
| Beaumont Financial Advisors, LLC | $8.2M | 326,633 | 0.52% | 9q | +19.1%+$1.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.6M | 305,718 | 0.01% | 5q | +30.8%+$1.8M |
| FOCUSED ALPHA, LLC | $7.4M | 295,664 | 1.90% | 3q | -6.7%-$533.7K |
| RMR Wealth Builders | $6.5M | 258,829 | 0.41% | 8q | +10.0%+$592.1K |
| Integrated Wealth Concepts LLC | $5.9M | 233,989 | 0.03% | 2q | +10.5%+$556.9K |
| Quantum Portfolio Management LLC | $5.3M | 211,261 | 1.91% | 8q | +1.1%+$59.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 182,352 | 0.01% | 7q | -0.7%-$31.1K |
| Signature Equity Partners, LLC | $4.0M | 161,264 | 1.86% | 3q | -8.4%-$373.1K |
| &PARTNERS | $3.0M | 119,071 | 0.01% | 4q | +18.2%+$461.1K |
| STIFEL FINANCIAL CORP | $2.2M | 87,311 | 0.00% | 9q | -6.9%-$162.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.0M | 78,398 | 0.02% | 7q | -1.1%-$21.5K |
| River Street Advisors LLC | $1.8M | 73,123 | 0.54% | 10q | +6.4%+$111.1K |
| WESBANCO BANK INC | $1.8M | 71,183 | 0.04% | 6q | +53.4%+$622.2K |
| Concurrent Investment Advisors, LLC | $1.6M | 64,932 | 0.01% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.1M | 45,510 | 0.00% | 2q | +130.7%+$647.1K |
| CITADEL ADVISORS LLC | $1.1M | 43,303 | 0.00% | new | NEW |
| Prosperity Financial Group, Inc. | $1.0M | 41,479 | 0.32% | 7q | +8.3%+$79.9K |
| Petros Family Wealth, LLC | $679.6K | 27,082 | 0.42% | new | NEW |
| First Citizens Financial Corp | $613.7K | 24,455 | 0.26% | 3q | +12.8%+$69.6K |
| OLD SECOND NATIONAL BANK OF AURORA | $441.2K | 17,582 | 0.08% | 10q | +20.4%+$74.8K |
| Claro Advisors Inc. | $439.2K | 17,500 | 0.05% | 9q | HELD |
| Cordgrass Capital Advisors, LLC | $428.4K | 17,072 | 0.16% | new | NEW |
| Hilltop Holdings Inc. | $401.5K | 16,000 | 0.03% | 8q | HELD |
| FIRST UNITED BANK & TRUST | $374.9K | 14,941 | 0.11% | 2q | +48.2%+$121.9K |
| TWIN PEAKS WEALTH ADVISORS, LLC | $302.3K | 12,048 | 0.07% | 9q | -42.3%-$221.9K |
| Towerpoint Wealth, LLC | $302.3K | 12,045 | 0.10% | 8q | HELD |
| LPL Financial LLC | $280.7K | 11,184 | 0.00% | 5q | -26.9%-$103.1K |
| Rehmann Capital Advisory Group | $259.9K | 10,355 | 0.01% | 2q | +11.9%+$27.7K |
| Index Technologies Group LLC | $209.5K | 8,350 | 0.17% | 3q | -7.2%-$16.3K |
| Stone House Investment Management, LLC | $100.9K | 4,020 | 0.01% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $90.5K | 3,608 | 0.00% | 7q | HELD |
| ROYAL BANK OF CANADA | $27.0K | 1,089 | 0.00% | 7q | HELD |
| Main Street Group, LTD | $25.1K | 1,000 | 0.01% | new | NEW |
| Janney Montgomery Scott LLC | $1.2K | 46,514 | 0.00% | 5q | +17.4% |
| Cambridge Investment Research Advisors, Inc. | $1.0K | 41,088 | 0.00% | 10q | +52.3% |
| Betterment LLC | $827 | 32,957 | 0.00% | 2q | +34.0% |
| Aurora Private Wealth, Inc. | $481 | 19,176 | 0.31% | 7q | -13.4% |
| FLOW TRADERS U.S. LLC | $209 | 8,314 | 0.01% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-08 | 13G/A | TRUIST FINANCIAL CORP | 12.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 47 | $542.4M | 21,613,185 | 5 | 26 | 9 | 0.0% |
| Q1 2026 | 47 | $423.3M | 16,834,043 | 7 | 25 | 9 | 0.0% |
| Q4 2025 | 44 | $305.7M | 12,038,999 | 4 | 22 | 9 | 0.0% |
| Q3 2025 | 36 | $245.3M | 9,667,373 | 4 | 18 | 6 | 0.0% |
| Q2 2025 | 36 | $226.1M | 9,006,009 | 5 | 20 | 9 | 0.0% |
| Q1 2025 | 36 | $193.6M | 7,729,816 | 8 | 18 | 6 | 0.0% |
| Q4 2024 | 29 | $171.4M | 6,945,385 | 7 | 11 | 4 | 0.0% |
| Q3 2024 | 24 | $176.1M | 6,827,063 | 9 | 10 | 5 | 0.0% |
| Q2 2024 | 17 | $72.4M | 2,921,149 | 8 | 8 | 1 | 0.0% |
| Q1 2024 | 9 | $25.5M | 1,022,552 | 9 | 0 | 0 | 0.0% |