FED HERMES TTL RTRN BND (FTRB) Institutional Ownership Changes & 13F Activity

FED HERMES TTL RTRN BND (FTRB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Truist Financial Corp, Osaic Holdings, Inc., Retirement Planning Group, Llc, and Mml Investors Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+22,192+10.5%233,990$5.87MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+43,30343,303$1.09MQ2 2026Sep 02, 2026
Rehmann Capital Advisory GroupBuy+1,102+11.9%10,355$259.86KQ2 2026Aug 20, 2026
Raymond James Financial IncBuy+834,391+65.2%2,114,374$53.06MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+358,774+77.7%820,579$20.60MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+25,787+130.7%45,510$1.14MQ2 2026Aug 14, 2026
&PartnersBuy+18,374+18.2%119,071$2.99MQ2 2026Aug 14, 2026
Gts Financial, LlcBuy+14,766+2.9%515,702$12.94MQ2 2026Aug 14, 2026
Betterment LlcBuy+8,359+34.0%32,957$827.00KQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+8,3148,314$209.00KQ2 2026Aug 14, 2026
Quantum Portfolio Management LlcBuy+2,350+1.1%211,261$5.30MQ2 2026Aug 14, 2026
Index Technologies Group LlcSell-650-7.2%8,350$209.54KQ2 2026Aug 14, 2026
Twin Peaks Wealth Advisors, LlcSell-8,841-42.3%12,048$302.33KQ2 2026Aug 13, 2026
Stifel Financial CorpSell-6,485-6.9%87,311$2.19MQ2 2026Aug 12, 2026
Mml Investors Services, LlcBuy+77,994+17.7%519,583$13.04MQ2 2026Aug 07, 2026
Focused Alpha, LlcSell-21,268-6.7%295,664$7.42MQ2 2026Aug 07, 2026
Lpl Financial LlcSell-4,110-26.9%11,184$280.66KQ2 2026Aug 07, 2026
Cordgrass Capital Advisors, LlcBuy+17,07217,072$428.42KQ2 2026Aug 06, 2026
Retirement Planning Group, LlcSell-230,140-27.0%623,408$15.64MQ2 2026Aug 05, 2026
Schneider Downs Wealth Management Advisors, LpBuy+58,759+11.3%578,474$14.52MQ2 2026Aug 05, 2026
Janney Montgomery Scott LlcBuy+6,880+17.4%46,514$1.17MQ2 2026Aug 05, 2026
Beaumont Financial Advisors, LlcBuy+52,317+19.1%326,633$8.20MQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+67,693+8.4%874,340$21.94MQ2 2026Aug 03, 2026
Signature Equity Partners, LlcSell-14,866-8.4%161,264$4.05MQ2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Sell-6,430-23.8%20,544$516.00Q2 2026Jul 30, 2026
Commonwealth Equity Services, LlcSell-1,239-0.7%182,352$4.58MQ2 2026Jul 29, 2026
Truist Financial CorpBuy+400,727+15.7%2,955,427$74.17MQ2 2026Jul 28, 2026
Wesbanco Bank IncBuy+24,793+53.4%71,183$1.79MQ2 2026Jul 28, 2026
Prosperity Financial Group, Inc.Buy+3,184+8.3%41,479$1.04MQ2 2026Jul 28, 2026
Kestra Private Wealth Services, LlcSell-856-1.1%78,398$1.97MQ2 2026Jul 28, 2026
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Frequently asked questions about FTRB activity

  • Which institutional owners are buying FTRB?

    Institutional owners buying FTRB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FTRB activity?

    "Buy" means an investor increased their reported position in FTRB compared to the prior reporting period. This reflects growing exposure to FED HERMES TTL RTRN BND (FTRB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FTRB increasing?

    Institutional interest in FTRB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.