Federated Hermes Total Return Bond is an exchange-traded fund on ARCA. As of Q3 2025, 38 institutional investors hold shares in this ETF, with total holdings valued at $251.6M. Hills Bank & Trust Co is the largest holder with a position valued at $64.3M.
Overview of institutional ownership in FTRB as of Q3 2025
Institutions with the largest positions in FTRB as of Q3 2025
| Institution | Position Value |
|---|---|
H Hills Bank & Trust Co Institution | $64.3M 3.78% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $25.9M 0.01% of portfolio |
Broadway Wealth Solutions, Inc. RIA/Wealth | $24.8M 13.91% of portfolio |
Retirement Planning Group RIA/Wealth | $23.3M 0.81% of portfolio |
A Advisor Group Holdings, Inc. Institution | $18.0M 0.03% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $15.7M 0.00% of portfolio |
MML INVESTORS SERVICES, LLC RIA/Wealth | $12.5M 0.03% of portfolio |
$10.7M 1.27% of portfolio | |
P Platform Technology Partners RIA/Wealth | $8.1M 1.94% of portfolio |
Allegheny Financial Group LTD RIA/Wealth | $6.4M 1.30% of portfolio |
Institutional buying and selling activity for FTRB in Q3 2025
| Institution | Net Bought |
|---|---|
Retirement Planning Group RIA/Wealth | +$23.3M +918.7K shares |
H Hills Bank & Trust Co Institution | +$5.7M +222.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$3.3M +128.0K shares |
Cetera Investment Advisers RIA/Wealth | +$2.2M +-1.1M shares |
Broadway Wealth Solutions, Inc. RIA/Wealth | +$2.0M +80.5K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$2.0M +78.2K shares |
Allegheny Financial Group LTD RIA/Wealth | +$1.9M +76.7K shares |
P Platform Technology Partners RIA/Wealth | +$1.1M +42.8K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.0M +41.2K shares |
RMR Wealth Builders RIA/Wealth | +$883.3K +34.7K shares |
| Institution | Net Sold |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | −$7.1M −277.9K shares |
BB&T CORP Institution | −$2.7M −105.7K shares |
−$2.6M −102.5K shares | |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$1.1M −44.8K shares |
FIRETHORN WEALTH PARTNERS, LLC RIA/Wealth | −$534.0K −21.3K shares |
J JANE STREET GROUP, LLC Institution | −$267.9K −10.6K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | −$57.4K −2.3K shares |
CWM, LLC RIA/Wealth | −$33.2K −1.3K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$16.7K −667.0 shares |
B Beaumont Financial Advisors, LLC Institution | −$9.9K −389.0 shares |
Institutions that initiated new positions or completely exited FTRB in Q3 2025
| Institution | Position Value |
|---|---|
Retirement Planning Group RIA/Wealth | $23.3M 918.7K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $2.0M 78.2K shares |
A Advisory Services Network, LLC RIA/Wealth | $15.2K 600.0 shares |
| Institution | Previous Position |
|---|---|
FIRETHORN WEALTH PARTNERS, LLC RIA/Wealth | $534.0K 21.3K shares |
CWM, LLC RIA/Wealth | $33.2K 1.3K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $16.7K 667.0 shares |
UBS Group AG Institution | $226.0 9.0 shares |
Institutions with the largest Call and Put options positions in FTRB as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with FTRB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Broadway Wealth Solutions, Inc. RIA/Wealth | 13.91% $24.8M |
H Hills Bank & Trust Co Institution | 3.78% $64.3M |
P Platform Technology Partners RIA/Wealth | 1.94% $8.1M |
CUSTOM INDEX SYSTEMS, LLC RIA/Wealth | 1.51% $5.1M |
Allegheny Financial Group LTD RIA/Wealth | 1.30% $6.4M |
1.27% $10.7M | |
Retirement Planning Group RIA/Wealth | 0.81% $23.3M |
River Street Advisors LLC RIA/Wealth | 0.58% $1.4M |
RMR Wealth Builders RIA/Wealth | 0.38% $4.5M |
Prosperity Financial Group, Inc. RIA/Wealth | 0.38% $986.3K |
Discover hedge funds investing in FTRB

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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