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