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FED Hermes TTL Rtrn BND (FTRB)

CUSIP: 31423L404 | NYSE | 78 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Truist Financial Corp3,069,109
0.1% of portfolio›$73.5M
Broadway Wealth Solutions, Inc.1,229,917
13.2% of portfolio›$29.5M
Wilkerson Advisory Group LLC673,060
4.8% of portfolio›$16.1M
Schneider Downs Wealth Management Advisors, LP610,130
1.4% of portfolio›$14.6M
Platform Technology Partners593,682
2.2% of portfolio›$14.2M
Retirement Planning Group, LLC522,404
0.3% of portfolio›$12.5M
RMR Wealth Builders283,083
0.4% of portfolio›$6.8M
Commonwealth Equity Services, LLC225,024
0.0% of portfolio›$5.4M
Wealth Enhancement Advisory Services, LLC167,523
0.0% of portfolio›$4.0M
Signature Equity Partners, LLC150,843
1.3% of portfolio›$3.6M
Concurrent Investment Advisors, LLC127,160
0.0% of portfolio›$3.0M
Wesbanco Bank Inc104,908
0.1% of portfolio›$2.5M
Kestra Private Wealth Services, LLC80,885
0.0% of portfolio›$1.9M
River Street Advisors LLC75,294
0.6% of portfolio›$1.8M
Petros Family Wealth, LLC65,794
0.9% of portfolio›$1.6M
Cordgrass Capital Advisors, LLC53,984
0.5% of portfolio›$1.3M
Prosperity Financial Group, Inc.40,279
0.3% of portfolio›$964.7K
First Citizens Financial Corp22,516
0.2% of portfolio›$539.3K
First United Bank & Trust21,400
0.1% of portfolio›$512.5K
Old Second National Bank of Aurora18,852
0.1% of portfolio›$451.5K
Focused Alpha, LLC18,758
0.1% of portfolio›$449.3K
Claro Advisors Inc.17,000
0.0% of portfolio›$407.2K
Cambridge Investment Research Advisors, Inc.16,576
0.0% of portfolio›$397.0K
Aurora Private Wealth, Inc.15,491
0.5% of portfolio›$371.0K
Towerpoint Wealth, LLC12,814
0.1% of portfolio›$306.9K
Stone House Investment Management, LLC4,340
0.0% of portfolio›$103.9K
Main Street Group, LTD1,000
0.0% of portfolio›$24.0K
Capital Investment Advisory Services, LLC868
0.0% of portfolio›$20.8K
StyleTurnoverLocationFiled
Truist Financial Corp
3,069,109$73.5M0.1%CoreLowCharlotte, NC2026-10-30
Broadway Wealth Solutions, Inc.
1,229,917$29.5M13.2%ETFVery LowSan Antonio, TX2026-10-21
Wilkerson Advisory Group LLC
673,060$16.1M4.8%ETFMediumColumbia, MO2026-10-20
Schneider Downs Wealth Management Advisors, LP
610,130$14.6M1.4%ETFVery LowPittsburgh, PA2026-10-27
Platform Technology Partners
593,682$14.2M2.2%CoreVery LowLocust Valley, NY2026-11-02
Retirement Planning Group, LLC
522,404$12.5M0.3%ETFVery LowLeawood, KS2026-10-19
RMR Wealth Builders
283,083$6.8M0.4%ETFLowMontclair, NJ2026-10-22
Commonwealth Equity Services, LLC
225,024$5.4M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
167,523$4.0M0.0%CoreLowPlymouth, MN2026-10-13
Signature Equity Partners, LLC
150,843$3.6M1.3%GrowthMediumColumbus, OH2026-10-29
Concurrent Investment Advisors, LLC
127,160$3.0M0.0%GrowthMediumTampa, FL2026-10-16
Wesbanco Bank Inc
104,908$2.5M0.1%CoreLowWheeling, WV2026-11-04
Kestra Private Wealth Services, LLC
80,885$1.9M0.0%GrowthLowAustin, TX2026-10-30
River Street Advisors LLC
75,294$1.8M0.6%CoreLowAurora, IL2026-10-22
Petros Family Wealth, LLC
65,794$1.6M0.9%GrowthMediumBloomington, MN2026-10-28
Cordgrass Capital Advisors, LLC
53,984$1.3M0.5%CoreLowRaleigh, NC2026-10-30
Prosperity Financial Group, Inc.
40,279$964.7K0.3%GrowthMediumSan Ramon, CA2026-10-29
First Citizens Financial Corp
22,516$539.3K0.2%ETFLowMason City, IA2026-10-02
First United Bank & Trust
21,400$512.5K0.1%CoreLowOakland, MD2026-10-22
Old Second National Bank of Aurora
18,852$451.5K0.1%CoreLowAurora, IL2026-10-22
Focused Alpha, LLC
18,758$449.3K0.1%CoreMediumDenver, CO2026-10-20
Claro Advisors Inc.
17,000$407.2K0.0%CoreLowBoston, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
16,576$397.0K0.0%ETFLowFairfield, IA2026-11-02
Aurora Private Wealth, Inc.
15,491$371.0K0.5%ETFLowRockaway, NJ2026-10-20
Towerpoint Wealth, LLC
12,814$306.9K0.1%ETFLowSacramento, CA2026-10-13
Stone House Investment Management, LLC
4,340$103.9K0.0%ETFMediumTunkhannock, PA2026-10-23
Main Street Group, LTD
1,000$24.0K0.0%ETFMediumGlen Allen, VA2026-10-28
Capital Investment Advisory Services, LLC
868$20.8K0.0%CoreMediumRaleigh, NC2026-10-30