FTRB Institutional Ownership & Shareholders
FED HERMES TTL RTRN BND (FTRB) is currently held by 51 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $458.19M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Truist Financial Corp is currently the largest disclosed institutional shareholder of FTRB tracked by InsiderSet, reporting ownership valued at approximately $73.51M in its September 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 $74.79M, representing an estimated gain of +1.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% 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
$458.19M
Largest Holder
Truist Financial Corp
Largest Position
$73.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
64
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% | 3,069,109 | $73,505,158 | $74,794,186 | +$1,289,028 | +1.75% | |
| Hills Bank & Trust Co | 3.46% | 2,842,568 | $71,476,375 | $69,273,382 | -$2,202,993 | -3.08% | |
| Raymond James Financial Inc | 0.01% | 2,114,374 | $53,060,224 | $51,527,294 | -$1,532,930 | -2.89% | |
| Benjamin Edwards Inc | 0.33% | 1,460,125 | $36,640,583 | $35,583,246 | -$1,057,337 | -2.89% | |
| Broadway Wealth Solutions, Inc. | 13.21% | 1,229,917 | $29,456,517 | $29,973,077 | +$516,560 | +1.75% | |
| Envestnet Asset Management Inc | 0.01% | 874,340 | $21,941,552 | $21,307,666 | -$633,886 | -2.89% | |
| Osaic Holdings, Inc. | 0.02% | 820,579 | $20,595,956 | $19,997,510 | -$598,446 | -2.91% | |
| Wilkerson Advisory Group Llc | 4.81% | 673,060 | $16,119,788 | $16,402,472 | +$282,684 | +1.75% | |
| Schneider Downs Wealth Management Advisors, Lp | 1.36% | 610,130 | $14,612,620 | $14,868,868 | +$256,248 | +1.75% | |
| Platform Technology Partners | 2.25% | 593,682 | $14,218,687 | $14,468,030 | +$249,343 | +1.75% | |
| Mml Investors Services, Llc | 0.03% | 519,583 | $13,038,933 | $12,662,238 | -$376,695 | -2.89% | |
| Gts Financial, Llc | 9.43% | 515,702 | $12,944,120 | $12,567,658 | -$376,462 | -2.91% | |
| Retirement Planning Group, Llc | 0.31% | 522,404 | $12,511,576 | $12,730,985 | +$219,409 | +1.75% | |
| Allegheny Financial Group | 1.05% | 395,812 | $9,932,918 | $9,645,938 | -$286,980 | -2.89% | |
| Rmr Wealth Builders | 0.40% | 283,083 | $6,802,768 | $6,898,733 | +$95,965 | +1.41% | |
| Integrated Wealth Concepts Llc | 0.04% | 233,990 | $5,871,988 | $5,702,336 | -$169,652 | -2.89% | |
| Commonwealth Equity Services, Llc | 0.01% | 225,024 | $5,389,330 | $5,483,835 | +$94,505 | +1.75% | |
| Quantum Portfolio Management Llc | 1.91% | 211,261 | $5,301,595 | $5,148,431 | -$153,164 | -2.89% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 167,523 | $4,022,229 | $4,082,536 | +$60,307 | +1.50% | |
| Signature Equity Partners, Llc | 1.26% | 150,843 | $3,612,698 | $3,676,044 | +$63,346 | +1.75% | |
| Concurrent Investment Advisors, Llc | 0.02% | 127,160 | $3,045,471 | $3,098,889 | +$53,418 | +1.75% | |
| &Partners | 0.01% | 119,071 | $2,988,078 | $2,901,760 | -$86,318 | -2.89% | |
| Wesbanco Bank Inc | 0.08% | 104,908 | $2,512,553 | $2,556,608 | +$44,055 | +1.75% | |
| Stifel Financial Corp | 0.00% | 87,311 | $2,191,070 | $2,127,769 | -$63,301 | -2.89% | |
| Kestra Private Wealth Services, Llc | 0.02% | 80,885 | $1,937,186 | $1,971,167 | +$33,981 | +1.75% | |
| River Street Advisors Llc | 0.56% | 75,294 | $1,803,293 | $1,834,915 | +$31,622 | +1.75% | |
| Petros Family Wealth, Llc | 0.92% | 65,794 | $1,575,766 | $1,603,400 | +$27,634 | +1.75% | |
| Cordgrass Capital Advisors, Llc | 0.48% | 53,984 | $1,292,924 | $1,315,590 | +$22,666 | +1.75% | |
| Janney Montgomery Scott Llc | 0.00% | 46,514 | $1,167,000 | $1,133,546 | -$33,454 | -2.87% | |
| Goldman Sachs Group Inc | 0.00% | 45,510 | $1,142,073 | $1,109,079 | -$32,994 | -2.89% | |
| Citadel Advisors Llc | 0.00% | 43,303 | $1,086,689 | $1,055,294 | -$31,395 | -2.89% | |
| Prosperity Financial Group, Inc. | 0.28% | 40,279 | $964,698 | $981,599 | +$16,901 | +1.75% | |
| Betterment Llc | 0.00% | 32,957 | $827,000 | $803,162 | -$23,838 | -2.88% | |
| First Citizens Financial Corp | 0.23% | 22,516 | $539,258 | $548,715 | +$9,457 | +1.75% | |
| First United Bank & Trust | 0.15% | 21,400 | $512,530 | $521,518 | +$8,988 | +1.75% | |
| Old Second National Bank Of Aurora | 0.09% | 18,852 | $451,505 | $459,423 | +$7,918 | +1.75% | |
| Focused Alpha, Llc | 0.11% | 18,758 | $449,251 | $457,132 | +$7,881 | +1.75% | |
| Claro Advisors Inc. | 0.04% | 17,000 | $407,150 | $414,290 | +$7,140 | +1.75% | |
| Hilltop Holdings Inc. | 0.03% | 16,000 | $401,520 | $389,920 | -$11,600 | -2.89% | |
| Towerpoint Wealth, Llc | 0.11% | 12,814 | $306,895 | $312,277 | +$5,382 | +1.75% | |
| Twin Peaks Wealth Advisors, Llc | 0.07% | 12,048 | $302,334 | $293,610 | -$8,724 | -2.89% | |
| Lpl Financial Llc | 0.00% | 11,184 | $280,662 | $272,554 | -$8,108 | -2.89% | |
| Rehmann Capital Advisory Group | 0.01% | 10,355 | $259,858 | $252,351 | -$7,507 | -2.89% | |
| Index Technologies Group Llc | 0.17% | 8,350 | $209,543 | $203,490 | -$6,054 | -2.89% | |
| Flow Traders U.S. Llc | 0.01% | 8,314 | $209,000 | $202,612 | -$6,388 | -3.06% | |
| Stone House Investment Management, Llc | 0.01% | 4,340 | $103,943 | $105,766 | +$1,823 | +1.75% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,608 | $90,543 | $87,927 | -$2,616 | -2.89% | |
| Royal Bank Of Canada | 0.00% | 1,089 | $27,000 | $26,539 | -$461 | -1.71% | |
| Main Street Group, Ltd | 0.01% | 1,000 | $23,950 | $24,370 | +$420 | +1.75% | |
| Capital Investment Advisory Services, Llc | 0.00% | 868 | $20,789 | $21,153 | +$364 | +1.75% |
Frequently asked questions about FTRB
Who are the largest institutional holders of FTRB?
The largest institutional holders of FTRB reported in the latest SEC Form 13F filings include Truist Financial Corp, Hills Bank & Trust Co, Raymond James Financial Inc, Benjamin Edwards Inc, and Broadway Wealth Solutions, Inc.. InsiderSet ranks institutional holders by their latest reported FTRB position.
What is FTRB institutional ownership?
This page tracks FTRB positions reported by institutional investment managers through SEC Form 13F. FED HERMES TTL RTRN BND (FTRB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTRB?
InsiderSet currently tracks 51 institutional managers reporting FTRB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FTRB shareholders.
How much FTRB stock do institutions own?
Institutional investment managers disclosed approximately $458.19M in FTRB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTRB institutional ownership last updated?
The latest FTRB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FTRB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FTRB position after the reporting date.
Are institutions buying or selling FTRB?
Institutional buying and selling can be analyzed by comparing FTRB positions across consecutive 13F reporting periods. InsiderSet's FTRB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTRB ownership changes.
How has FTRB institutional ownership changed over time?
InsiderSet tracks FTRB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.