FED HERMES TTL RTRN BND FTRB
$25.06
+0.1% 52w: $23.80 – $25.34
Latest 13F among current holders filed 1 month ago (May 19, 2026)
Price — last 12 months
research preview data23.8024.5725.34
Jun 20, 2025 Jul 2, 2026
Institutional holders
51
+4 QoQ
13F value
$426.1M
+38.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FTRB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | Wealth advisor | 2.8M | $71.5M | 3.5% | +7.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 2.6M | $64.2M | 0.1% | +8104.7% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 1.5M | $36.7M | 0.4% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.3M | $32.2M | 0.0% | +18.3% |
| Broadway Wealth Solutions, Inc. | Wealth advisor | 1.1M | $28.0M | 14.5% | +7.6% |
| Retirement Planning Group, LLC | Wealth advisor | 853.5K | $21.5M | 0.7% | -13.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 806.6K | $20.3M | 0.0% | -1.9% |
| Wilkerson Advisory Group LLC | Wealth advisor | 594.3K | $14.9M | 5.1% | +6.8% |
| Schneider Downs Wealth Management Advisors, LP | Wealth advisor | 519.7K | $13.1M | 1.4% | +14.2% |
| GTS FINANCIAL, LLC | Wealth advisor | 500.9K | $12.5M | 9.9% | — |
| Platform Technology Partners | Other | 480.9K | $12.1M | 2.3% | +5.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 461.8K | $11.6M | 0.0% | +9.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 441.6K | $11.1M | 0.0% | -19.5% |
| Allegheny Financial Group | Wealth advisor | 364.9K | $9.2M | 1.2% | +8.9% |
| FOCUSED ALPHA, LLC | Wealth advisor | 316.9K | $8.0M | 2.5% | +3040.4% |
| Beaumont Financial Advisors, LLC | Wealth advisor | 274.3K | $6.9M | 0.5% | +191.0% |
| RMR Wealth Builders | Wealth advisor | 235.3K | $5.9M | 0.5% | +13.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 233.8K | $5.9M | 0.0% | +56.0% |
| Integrated Wealth Concepts LLC | Wealth advisor | 211.8K | $5.3M | 0.0% | New |
| Quantum Portfolio Management LLC | Other | 208.9K | $5.3M | 2.3% | +3.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 183.6K | $4.6M | 0.0% | -0.6% |
| Signature Equity Partners, LLC | Wealth advisor | 176.1K | $4.4M | 2.4% | +23.1% |
| &PARTNERS | Diversified mechanical | 100.7K | $2.5M | 0.0% | +12.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 93.8K | $2.4M | 0.0% | +10.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 79.3K | $2.0M | 0.0% | +7.1% |
| Cedrus Wealth Group LLC | Other | 74.0K | $1.9M | 2.1% | +5.5% |
| River Street Advisors LLC | Other | 68.7K | $1.7M | 0.6% | +13.7% |
| WESBANCO BANK INC | Other | 46.4K | $1.2M | 0.0% | -1.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 39.6K | $997K | 0.0% | +27.8% |
| Prosperity Financial Group, Inc. | Wealth advisor | 38.3K | $963K | 0.4% | +5.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 27.0K | $678K | 0.0% | -15.5% |
| Betterment LLC | Wealth advisor | 24.6K | $619K | 0.0% | New |
| Aurora Private Wealth, Inc. | Wealth advisor | 22.1K | $562K | 0.4% | Held |
| First Citizens Financial Corp | Wealth advisor | 21.7K | $545K | 0.3% | +11.4% |
| TWIN PEAKS WEALTH ADVISORS, LLC | Wealth advisor | 20.9K | $525K | 0.1% | -1.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 19.7K | $496K | 0.0% | New |
| Claro Advisors Inc. | Wealth advisor | 17.5K | $440K | 0.1% | -2.8% |
| Hilltop Holdings Inc. | Other | 16.0K | $402K | 0.0% | Held |
| MOTCO | Other | 15.7K | $395K | 0.0% | +312.5% |
| LPL Financial LLC | Bank broker | 15.3K | $385K | 0.0% | -9.3% |
| Cetera Investment Advisers | Wealth advisor | 14.7K | $369K | 0.0% | -4.6% |
| OLD SECOND NATIONAL BANK OF AURORA | Other | 14.6K | $367K | 0.1% | +13.4% |
| Towerpoint Wealth, LLC | Wealth advisor | 12.0K | $303K | 0.1% | Held |
| FIRST UNITED BANK & TRUST | Wealth advisor | 10.1K | $254K | 0.1% | New |
| Rehmann Capital Advisory Group | Wealth advisor | 9.3K | $233K | 0.0% | New |
| Index Technologies Group LLC | Other | 9.0K | $226K | 0.2% | Held |
| Atlas Wealth LLC | Other | 8.5K | $214K | 0.1% | +7.2% |
| Stone House Investment Management, LLC | Wealth advisor | 4.0K | $101K | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 3.6K | $91K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 1.1K | $27K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.