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FED Hermes TTL Rtrn BND (FTRB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
INCREASED
Shares3,069,109 from 2,955,427
Change+113,682 (+4%)
Value$73.5M (-$661.3K)
Filed 2026-10-30
Broadway Wealth Solutions, Inc.
INCREASED
Shares1,229,917 from 1,163,826
Change+66,091 (+6%)
Value$29.5M (+$250.3K)
Filed 2026-10-21
Wilkerson Advisory Group LLC
INCREASED
Shares673,060 from 625,688
Change+47,372 (+8%)
Value$16.1M (+$418.1K)
Filed 2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares610,130 from 578,474
Change+31,656 (+5%)
Value$14.6M (+$95.8K)
Filed 2026-10-27
Platform Technology Partners
INCREASED
Shares593,682 from 554,045
Change+39,637 (+7%)
Value$14.2M (+$314.9K)
Filed 2026-11-02
Bank of New York Mellon Corp
NEW
Shares539,759
Change+539,759
Value$12.9M
Filed 2026-11-05
Retirement Planning Group, LLC
DECREASED
Shares522,404 from 623,408
Change-101,004 (-16%)
Value$12.5M (-$3.1M)
Filed 2026-10-19
Allegheny Financial Group
INCREASED
Shares404,383 from 395,812
Change+8,571 (+2%)
Value$9.7M (-$247.9K)
Filed 2026-11-05
RMR Wealth Builders
INCREASED
Shares283,083 from 258,829
Change+24,254 (+9%)
Value$6.8M (+$277.2K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares225,024 from 182,352
Change+42,672 (+23%)
Value$5.4M (+$813.2K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares167,523 from 305,718
Change-138,195 (-45%)
Value$4.0M (-$3.6M)
Filed 2026-10-13
Signature Equity Partners, LLC
DECREASED
Shares150,843 from 161,264
Change-10,421 (-6%)
Value$3.6M (-$434.2K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares127,160 from 64,932
Change+62,228 (+96%)
Value$3.0M (+$1.4M)
Filed 2026-10-16
Wesbanco Bank Inc
INCREASED
Shares104,908 from 71,183
Change+33,725 (+47%)
Value$2.5M (+$726.2K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares80,885 from 78,398
Change+2,487 (+3%)
Value$1.9M (-$30.2K)
Filed 2026-10-30
River Street Advisors LLC
INCREASED
Shares75,294 from 73,123
Change+2,171 (+3%)
Value$1.8M (-$31.7K)
Filed 2026-10-22
Petros Family Wealth, LLC
INCREASED
Shares65,794 from 27,082
Change+38,712 (+143%)
Value$1.6M (+$896.1K)
Filed 2026-10-28
Cordgrass Capital Advisors, LLC
INCREASED
Shares53,984 from 17,072
Change+36,912 (+216%)
Value$1.3M (+$864.5K)
Filed 2026-10-30
Prosperity Financial Group, Inc.
DECREASED
Shares40,279 from 41,479
Change-1,200 (-3%)
Value$964.7K (-$76.2K)
Filed 2026-10-29
First Citizens Financial Corp
DECREASED
Shares22,516 from 24,455
Change-1,939 (-8%)
Value$539.3K (-$74.4K)
Filed 2026-10-02
First United Bank & Trust
INCREASED
Shares21,400 from 14,941
Change+6,459 (+43%)
Value$512.5K (+$137.6K)
Filed 2026-10-22
Old Second National Bank of Aurora
INCREASED
Shares18,852 from 17,582
Change+1,270 (+7%)
Value$451.5K (+$10.3K)
Filed 2026-10-22
Focused Alpha, LLC
DECREASED
Shares18,758 from 295,664
Change-276,906 (-94%)
Value$449.3K (-$7.0M)
Filed 2026-10-20
Claro Advisors Inc.
DECREASED
Shares17,000 from 17,500
Change-500 (-3%)
Value$407.2K (-$32.0K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,576 from 20,544
Change-3,968 (-19%)
Value$397.0K (-$119.0K)
Filed 2026-11-02
Aurora Private Wealth, Inc.
DECREASED
Shares15,491 from 19,176
Change-3,685 (-19%)
Value$371.0K (-$110.0K)
Filed 2026-10-20
Towerpoint Wealth, LLC
INCREASED
Shares12,814 from 12,045
Change+769 (+6%)
Value$306.9K (+$4.6K)
Filed 2026-10-13
Stone House Investment Management, LLC
INCREASED
Shares4,340 from 4,020
Change+320 (+8%)
Value$103.9K (+$3.1K)
Filed 2026-10-23
Main Street Group, LTD
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$24.0K (-$1.1K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
NEW
Shares868
Change+868
Value$20.8K
Filed 2026-10-30
Beaumont Financial Advisors, LLC
CLOSED
Shares0 from 326,633
Change-326,633 (-100%)
Value$0 (-$8.2M)
Filed 2026-10-22
Hills Bank & Trust Co
N/A
Shares— from 5,613,451
Change-5,613,451 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,114,374
Change-2,114,374 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,460,125
Change-1,460,125 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 874,340
Change-874,340 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 820,579
Change-820,579 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 519,583
Change-519,583 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 515,702
Change-515,702 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 233,990
Change-233,990 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 211,261
Change-211,261 (-100%)
Value—
&partners
N/A
Shares— from 119,071
Change-119,071 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 87,311
Change-87,311 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 46,514
Change-46,514 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 45,510
Change-45,510 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 43,303
Change-43,303 (-100%)
Value—
Betterment LLC
N/A
Shares— from 32,957
Change-32,957 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 12,048
Change-12,048 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 11,184
Change-11,184 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,355
Change-10,355 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,314
Change-8,314 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,608
Change-3,608 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Status
Truist Financial Corp
INCREASED3,069,1092,955,427+113,682+4%$74.2M$73.5M-$661.3K2026-10-30
Broadway Wealth Solutions, Inc.
INCREASED1,229,9171,163,826+66,091+6%$29.2M$29.5M+$250.3K2026-10-21
Wilkerson Advisory Group LLC
INCREASED673,060625,688+47,372+8%$15.7M$16.1M+$418.1K2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED610,130578,474+31,656+5%$14.5M$14.6M+$95.8K2026-10-27
Platform Technology Partners
INCREASED593,682554,045+39,637+7%$13.9M$14.2M+$314.9K2026-11-02
Bank of New York Mellon Corp
NEW539,759—+539,759——$12.9M—2026-11-05
Retirement Planning Group, LLC
DECREASED522,404623,408-101,004-16%$15.6M$12.5M-$3.1M2026-10-19
Allegheny Financial Group
INCREASED404,383395,812+8,571+2%$9.9M$9.7M-$247.9K2026-11-05
RMR Wealth Builders
INCREASED283,083258,829+24,254+9%$6.5M$6.8M+$277.2K2026-10-22
Commonwealth Equity Services, LLC
INCREASED225,024182,352+42,672+23%$4.6M$5.4M+$813.2K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED167,523305,718-138,195-45%$7.6M$4.0M-$3.6M2026-10-13
Signature Equity Partners, LLC
DECREASED150,843161,264-10,421-6%$4.0M$3.6M-$434.2K2026-10-29
Concurrent Investment Advisors, LLC
INCREASED127,16064,932+62,228+96%$1.6M$3.0M+$1.4M2026-10-16
Wesbanco Bank Inc
INCREASED104,90871,183+33,725+47%$1.8M$2.5M+$726.2K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED80,88578,398+2,487+3%$2.0M$1.9M-$30.2K2026-10-30
River Street Advisors LLC
INCREASED75,29473,123+2,171+3%$1.8M$1.8M-$31.7K2026-10-22
Petros Family Wealth, LLC
INCREASED65,79427,082+38,712+143%$679.6K$1.6M+$896.1K2026-10-28
Cordgrass Capital Advisors, LLC
INCREASED53,98417,072+36,912+216%$428.4K$1.3M+$864.5K2026-10-30
Prosperity Financial Group, Inc.
DECREASED40,27941,479-1,200-3%$1.0M$964.7K-$76.2K2026-10-29
First Citizens Financial Corp
DECREASED22,51624,455-1,939-8%$613.7K$539.3K-$74.4K2026-10-02
First United Bank & Trust
INCREASED21,40014,941+6,459+43%$374.9K$512.5K+$137.6K2026-10-22
Old Second National Bank of Aurora
INCREASED18,85217,582+1,270+7%$441.2K$451.5K+$10.3K2026-10-22
Focused Alpha, LLC
DECREASED18,758295,664-276,906-94%$7.4M$449.3K-$7.0M2026-10-20
Claro Advisors Inc.
DECREASED17,00017,500-500-3%$439.2K$407.2K-$32.0K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED16,57620,544-3,968-19%$516.0K$397.0K-$119.0K2026-11-02
Aurora Private Wealth, Inc.
DECREASED15,49119,176-3,685-19%$481.0K$371.0K-$110.0K2026-10-20
Towerpoint Wealth, LLC
INCREASED12,81412,045+769+6%$302.3K$306.9K+$4.6K2026-10-13
Stone House Investment Management, LLC
INCREASED4,3404,020+320+8%$100.9K$103.9K+$3.1K2026-10-23
Main Street Group, LTD
UNCHANGED1,0001,00000%$25.1K$24.0K-$1.1K2026-10-28
Capital Investment Advisory Services, LLC
NEW868—+868——$20.8K—2026-10-30
Beaumont Financial Advisors, LLC
CLOSED0326,633-326,633-100%$8.2M$0-$8.2M2026-10-22
Hills Bank & Trust Co
N/A—5,613,451-5,613,451-100%$140.9M———
Raymond James Financial Inc
N/A—2,114,374-2,114,374-100%$53.1M———
Benjamin Edwards Inc
N/A—1,460,125-1,460,125-100%$36.6M———
Envestnet Asset Management Inc
N/A—874,340-874,340-100%$21.9M———
Osaic Holdings, Inc.
N/A—820,579-820,579-100%$20.6M———
MML Investors Services, LLC
N/A—519,583-519,583-100%$13.0M———
GTS Financial, LLC
N/A—515,702-515,702-100%$12.9M———
Integrated Wealth Concepts LLC
N/A—233,990-233,990-100%$5.9M———
Quantum Portfolio Management LLC
N/A—211,261-211,261-100%$5.3M———
&partners
N/A—119,071-119,071-100%$3.0M———
Stifel Financial Corp
N/A—87,311-87,311-100%$2.2M———
Janney Montgomery Scott LLC
N/A—46,514-46,514-100%$1.2M———
Goldman Sachs Group Inc
N/A—45,510-45,510-100%$1.1M———
Citadel Advisors LLC
N/A—43,303-43,303-100%$1.1M———
Betterment LLC
N/A—32,957-32,957-100%$827.0K———
Hilltop Holdings Inc.
N/A—16,000-16,000-100%$401.5K———
Twin Peaks Wealth Advisors, LLC
N/A—12,048-12,048-100%$302.3K———
LPL Financial LLC
N/A—11,184-11,184-100%$280.7K———
Rehmann Capital Advisory Group
N/A—10,355-10,355-100%$259.9K———
Index Technologies Group LLC
N/A—8,350-8,350-100%$209.5K———
Flow Traders U.S. LLC
N/A—8,314-8,314-100%$209.0K———
Steward Partners Investment Advisory, LLC
N/A—3,608-3,608-100%$90.5K———
Royal Bank of Canada
N/A—1,089-1,089-100%$27.0K———
Showing 54 of 54 institutions