FTRB

Fed Hermes TTL RTRN BNDETF
UnclassifiedUSCUSIP 31423L404◍ Confluence graph
Tracked 13F Holders
44
-10 QoQ
13F Value (tracked)
$492.2M
13F Moves · latest Q
12 added
4 trimmed
Recent Filings
0

Who owns FTRB?

44 tracked 13F filers

44 tracked 13F filers disclose a position in FTRB as of the latest SEC 13F filings, a combined $492.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Hills Bank & Trust Co
$140.9M
5.6M
+97%
Added · +2.8M sh
Q2 2026
2TRUIST FINANCIAL CORP
$64.2M
2.6M
82×
Added · +2.5M sh
Q1 2026
3BENJAMIN EDWARDS INC
$36.6M
1.5M
~0%
Reduced · −608 sh
Q2 2026
4RAYMOND JAMES FINANCIAL INC
$32.2M
1.3M
+18%
Added · +198K sh
Q1 2026
5Broadway Wealth Solutions, Inc.
$29.2M
1.2M
+4.3%
Added · +48K sh
Q2 2026
6ENVESTNET ASSET MANAGEMENT INC
$20.3M
807K
−1.9%
Reduced · −16K sh
Q1 2026
7Wilkerson Advisory Group LLC
$15.7M
626K
+5.3%
Added · +31K sh
Q2 2026
8Retirement Planning Group, LLC
$15.6M
623K
−27%
Reduced · −230K sh
Q2 2026
9Schneider Downs Wealth Management Advisors, LP
$14.5M
578K
+11%
Added · +59K sh
Q2 2026
10Platform Technology Partners
$13.9M
554K
+15%
Added · +73K sh
Q2 2026
11MML INVESTORS SERVICES, LLC
$13.0M
520K
+18%
Added · +78K sh
Q2 2026
12GTS FINANCIAL, LLC
$12.9M
516K
+2.9%
Added · +15K sh
Q2 2026
13OSAIC HOLDINGS, INC.
$11.6M
462K
+9.7%
Added · +41K sh
Q1 2026
14Allegheny Financial Group
$9.9M
396K
+8.5%
Added · +31K sh
Q2 2026
15Beaumont Financial Advisors, LLC
$8.2M
327K
+19%
Added · +52K sh
Q2 2026
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$7.6M
306K
+31%
Added · +72K sh
Q2 2026
17FOCUSED ALPHA, LLC
$7.4M
296K
−6.7%
Reduced · −21K sh
Q2 2026
18RMR Wealth Builders
$6.5M
259K
+10.0%
Added · +23K sh
Q2 2026
19Integrated Wealth Concepts LLC
$5.9M
234K
+10%
Added · +22K sh
Q2 2026
20COMMONWEALTH EQUITY SERVICES, LLC
$4.6M
184K
−0.6%
Reduced · −1K sh
Q1 2026
21Signature Equity Partners, LLC
$4.0M
161K
−8.4%
Reduced · −15K sh
Q2 2026
22&PARTNERS
$3.0M
119K
+18%
Added · +18K sh
Q2 2026
23STIFEL FINANCIAL CORP
$2.4M
94K
+10%
Added · +9K sh
Q1 2026
24KESTRA PRIVATE WEALTH SERVICES, LLC
$2.0M
78K
−1.1%
Reduced · −856 sh
Q2 2026
25River Street Advisors LLC
$1.8M
73K
+6.4%
Added · +4K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FTRB being bought or sold by institutions?

Last quarter, 4 funds opened a new position in FTRB and 8 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
8
funds
Reduced
4
funds
Exited
0
funds

Funds that own FTRB also own

CompanyCo-held byCombined value
VANGUARD TOTAL STOCK MKT ETFVTI18 funds$263.4M
BERKSHIRE HATHAWAY INC-CL BBRK/B18 funds$181.4M
ELI LILLY & COLLY18 funds$180.7M
APPLE INCAAPL17 funds$1.1B
NVIDIA CORPNVDA17 funds$822.9M
MICROSOFT CORPMSFT17 funds$664.3M
ISHARES CORE S&P 500 ETFIVV17 funds$553.9M
SS SPDR S&P 500 ETF TRUST-USSPY17 funds$532.8M
AMAZON.COM INCAMZN17 funds$469.3M
ALPHABET INC-CL AGOOGL17 funds$400.9M
BROADCOM INCAVGO17 funds$355.5M
WALMART INCWMT17 funds$332.2M

Ranked by how many of FTRB's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

33 funds+17 since Q3 2024
02243Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $355.6M

Share classes

Class13F holdersValue held
FDVUS STRATEGIC DIV66 funds$566.2M
FTRBthis pageTOTA RETU BD ETF44 funds$492.2M
FSCCOTHER36 funds$238.8M
FLCGMDT LARGE CAP30 funds$412.4M
FLCCcommon22 funds$68.0M
PAYRmc22 funds$22.1M
FHYSSHORT DURATION H22 funds$11.4M
MKTNMDT MARKET NEUTR18 funds$73.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in FTRB

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FTRB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FTRB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FTRB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.