FED HERMES TTL RTRN BND (FTRB) Institutional Shareholders
FED HERMES TTL RTRN BND (FTRB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $475.19M in FTRB holdings during the latest filing period.
Truist Financial Corp is currently the largest disclosed institutional shareholder of FTRB tracked by InsiderSet, reporting ownership valued at approximately $74.17M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $72.19M, representing an estimated loss of -2.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed FTRB value among the investors covered in this analysis. Major shareholders include Truist Financial Corp, Hills Bank & Trust Co, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FED HERMES TTL RTRN BND (FTRB).
This page ranks the largest institutional FTRB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
51
Total Reported Value
$475.19M
Largest Holder
Truist Financial Corp
Largest Position
$74.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Truist Financial Corp | 0.09% | 2,955,427 | $74,166,447 | $72,186,304 | -$1,980,143 | -2.67% | |
| Hills Bank & Trust Co | 3.46% | 2,842,568 | $71,476,375 | $69,429,723 | -$2,046,652 | -2.86% | |
| Raymond James Financial Inc | 0.01% | 2,114,374 | $53,060,224 | $51,643,585 | -$1,416,639 | -2.67% | |
| Benjamin Edwards Inc | 0.33% | 1,460,125 | $36,640,583 | $35,663,553 | -$977,030 | -2.67% | |
| Broadway Wealth Solutions, Inc. | 13.64% | 1,163,826 | $29,206,215 | $28,426,450 | -$779,765 | -2.67% | |
| Envestnet Asset Management Inc | 0.01% | 874,340 | $21,941,552 | $21,355,755 | -$585,798 | -2.67% | |
| Osaic Holdings, Inc. | 0.02% | 820,579 | $20,595,956 | $20,042,642 | -$553,314 | -2.69% | |
| Wilkerson Advisory Group Llc | 4.82% | 625,688 | $15,701,647 | $15,282,429 | -$419,218 | -2.67% | |
| Retirement Planning Group, Llc | 0.40% | 623,408 | $15,644,433 | $15,226,740 | -$417,693 | -2.67% | |
| Schneider Downs Wealth Management Advisors, Lp | 1.36% | 578,474 | $14,516,798 | $14,129,227 | -$387,571 | -2.67% | |
| Platform Technology Partners | 2.28% | 554,045 | $13,903,772 | $13,532,549 | -$371,223 | -2.67% | |
| Mml Investors Services, Llc | 0.03% | 519,583 | $13,038,933 | $12,690,815 | -$348,118 | -2.67% | |
| Gts Financial, Llc | 9.43% | 515,702 | $12,944,120 | $12,596,021 | -$348,099 | -2.69% | |
| Allegheny Financial Group | 1.05% | 395,812 | $9,932,918 | $9,667,708 | -$265,210 | -2.67% | |
| Beaumont Financial Advisors, Llc | 0.52% | 326,633 | $8,196,861 | $7,978,011 | -$218,850 | -2.67% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 305,718 | $7,629,204 | $7,467,162 | -$162,042 | -2.12% | |
| Focused Alpha, Llc | 1.90% | 295,664 | $7,419,684 | $7,221,593 | -$198,091 | -2.67% | |
| Rmr Wealth Builders | 0.41% | 258,829 | $6,525,570 | $6,321,898 | -$203,672 | -3.12% | |
| Integrated Wealth Concepts Llc | 0.04% | 233,990 | $5,871,988 | $5,715,206 | -$156,782 | -2.67% | |
| Quantum Portfolio Management Llc | 1.91% | 211,261 | $5,301,595 | $5,160,050 | -$141,545 | -2.67% | |
| Commonwealth Equity Services, Llc | 0.01% | 182,352 | $4,576,140 | $4,453,948 | -$122,192 | -2.67% | |
| Signature Equity Partners, Llc | 1.86% | 161,264 | $4,046,932 | $3,938,873 | -$108,059 | -2.67% | |
| &Partners | 0.01% | 119,071 | $2,988,078 | $2,908,309 | -$79,769 | -2.67% | |
| Stifel Financial Corp | 0.00% | 87,311 | $2,191,070 | $2,132,571 | -$58,499 | -2.67% | |
| Kestra Private Wealth Services, Llc | 0.02% | 78,398 | $1,967,404 | $1,914,871 | -$52,533 | -2.67% | |
| River Street Advisors Llc | 0.54% | 73,123 | $1,835,023 | $1,786,029 | -$48,994 | -2.67% | |
| Wesbanco Bank Inc | 0.04% | 71,183 | $1,786,338 | $1,738,645 | -$47,693 | -2.67% | |
| Concurrent Investment Advisors, Llc | 0.01% | 64,932 | $1,629,469 | $1,585,964 | -$43,505 | -2.67% | |
| Janney Montgomery Scott Llc | 0.00% | 46,514 | $1,167,000 | $1,136,104 | -$30,896 | -2.65% | |
| Goldman Sachs Group Inc | 0.00% | 45,510 | $1,142,073 | $1,111,582 | -$30,491 | -2.67% | |
| Citadel Advisors Llc | 0.00% | 43,303 | $1,086,689 | $1,057,676 | -$29,013 | -2.67% | |
| Prosperity Financial Group, Inc. | 0.32% | 41,479 | $1,040,935 | $1,013,125 | -$27,810 | -2.67% | |
| Betterment Llc | 0.00% | 32,957 | $827,000 | $804,975 | -$22,025 | -2.66% | |
| Petros Family Wealth, Llc | 0.42% | 27,082 | $679,623 | $661,478 | -$18,145 | -2.67% | |
| First Citizens Financial Corp | 0.26% | 24,455 | $613,698 | $597,313 | -$16,385 | -2.67% | |
| Old Second National Bank Of Aurora | 0.08% | 17,582 | $441,220 | $429,440 | -$11,780 | -2.67% | |
| Claro Advisors Inc. | 0.05% | 17,500 | $439,163 | $427,438 | -$11,726 | -2.67% | |
| Cordgrass Capital Advisors, Llc | 0.16% | 17,072 | $428,422 | $416,984 | -$11,438 | -2.67% | |
| Hilltop Holdings Inc. | 0.03% | 16,000 | $401,520 | $390,800 | -$10,720 | -2.67% | |
| First United Bank & Trust | 0.11% | 14,941 | $374,944 | $364,934 | -$10,010 | -2.67% | |
| Twin Peaks Wealth Advisors, Llc | 0.07% | 12,048 | $302,334 | $294,272 | -$8,062 | -2.67% | |
| Towerpoint Wealth, Llc | 0.11% | 12,045 | $302,269 | $294,199 | -$8,070 | -2.67% | |
| Lpl Financial Llc | 0.00% | 11,184 | $280,662 | $273,169 | -$7,493 | -2.67% | |
| Rehmann Capital Advisory Group | 0.01% | 10,355 | $259,858 | $252,921 | -$6,937 | -2.67% | |
| Index Technologies Group Llc | 0.17% | 8,350 | $209,543 | $203,949 | -$5,594 | -2.67% | |
| Flow Traders U.S. Llc | 0.01% | 8,314 | $209,000 | $203,069 | -$5,931 | -2.84% | |
| Stone House Investment Management, Llc | 0.01% | 4,020 | $100,882 | $98,189 | -$2,694 | -2.67% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,608 | $90,543 | $88,125 | -$2,418 | -2.67% | |
| Royal Bank Of Canada | 0.00% | 1,089 | $27,000 | $26,599 | -$401 | -1.49% | |
| Main Street Group, Ltd | 0.01% | 1,000 | $25,095 | $24,425 | -$670 | -2.67% |
Frequently asked questions about FTRB
Who owns the most FTRB stock?
The largest holders of FTRB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FED HERMES TTL RTRN BND (FTRB).
Is FTRB widely held by superinvestors?
Many widely followed stocks like FTRB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTRB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.