Federated Hermes ETF Trust - FTRB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hills Bank & Trust Co | History | Added to | 2,842,568 | 71,476 | 3.46% | 3.89% | 1 | +204,550 | 7.75% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,554,700 | 64,237 | 0.09% | 0.0% | 2 | +2,523,563 | 8104.71% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | New | 1,460,733 | 36,728 | 0.37% | — | 3 | +1,460,733 | New | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,279,983 | 32,185 | 0.01% | 0.01% | 4 | +198,006 | 18.3% | Q1 2026 | May 14, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 1,115,476 | 28,048 | 14.5% | 14.05% | 5 | +78,944 | 7.62% | Q1 2026 | Apr 21, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 853,548 | 21,462 | 0.66% | 0.83% | 6 | -136,131 | -13.76% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 806,647 | 20,283 | 0.01% | 0.01% | 7 | -15,785 | -1.92% | Q1 2026 | May 04, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 594,257 | 14,942 | 5.14% | 4.98% | 8 | +37,775 | 6.79% | Q1 2026 | May 08, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 519,715 | 13,068 | 1.44% | 1.3% | 9 | +64,583 | 14.19% | Q1 2026 | May 14, 2026 |
| GTS FINANCIAL, LLC | History | New | 500,936 | 12,548 | 9.94% | — | 10 | +500,936 | New | Q1 2026 | May 19, 2026 |
| Platform Technology Partners | History | Added to | 480,861 | 12,091 | 2.33% | 2.47% | 11 | +24,524 | 5.37% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 461,805 | 11,613 | 0.02% | 0.02% | 12 | +40,879 | 9.71% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 441,589 | 11,103 | 0.03% | 0.03% | 13 | -107,082 | -19.52% | Q1 2026 | May 04, 2026 |
| Allegheny Financial Group | History | Added to | 364,934 | 9,176 | 1.24% | 1.26% | 14 | +29,776 | 8.88% | Q1 2026 | Apr 16, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 316,932 | 7,969 | 2.46% | 0.08% | 15 | +306,840 | 3040.43% | Q1 2026 | May 12, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 274,316 | 6,897 | 0.47% | 0.16% | 16 | +180,035 | 190.96% | Q1 2026 | May 05, 2026 |
| RMR Wealth Builders | History | Added to | 235,346 | 5,937 | 0.47% | 0.42% | 17 | +27,558 | 13.26% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 233,785 | 5,885 | 0.01% | 0.01% | 18 | +83,934 | 56.01% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 211,798 | 5,325 | 0.04% | — | 19 | +211,798 | New | Q1 2026 | May 15, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 208,911 | 5,253 | 2.29% | 2.26% | 20 | +7,750 | 3.85% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 183,591 | 4,616 | 0.01% | 0.01% | 21 | -1,029 | -0.56% | Q1 2026 | Apr 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 176,130 | 4,428 | 2.38% | 2.01% | 22 | +33,016 | 23.07% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 100,697 | 2,532 | 0.01% | 0.01% | 23 | +11,386 | 12.75% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 93,796 | 2,358 | 0.0% | 0.0% | 24 | +8,748 | 10.29% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 79,254 | 1,992 | 0.02% | 0.02% | 25 | +5,237 | 7.08% | Q1 2026 | Apr 20, 2026 |
| Cedrus Wealth Group LLC | History | Added to | 74,014 | 1,861 | 2.07% | 1.64% | 26 | +3,873 | 5.52% | Q1 2026 | May 14, 2026 |
| River Street Advisors LLC | History | Added to | 68,697 | 1,727 | 0.58% | 0.57% | 27 | +8,281 | 13.71% | Q1 2026 | Apr 21, 2026 |
| WESBANCO BANK INC | History | Reduced | 46,390 | 1,166 | 0.03% | 0.03% | 28 | -482 | -1.03% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 39,634 | 997 | 0.0% | 0.0% | 29 | +8,627 | 27.82% | Q1 2026 | Apr 22, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 38,295 | 962 | 0.36% | 0.33% | 30 | +1,910 | 5.25% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,974 | 678 | 0.0% | 0.0% | 31 | -4,936 | -15.47% | Q1 2026 | Apr 30, 2026 |
| Betterment LLC | History | New | 24,598 | 619 | 0.0% | — | 32 | +24,598 | New | Q1 2026 | May 14, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 22,144 | 562 | 0.4% | 0.37% | 33 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| First Citizens Financial Corp | History | Added to | 21,683 | 545 | 0.26% | 0.24% | 34 | +2,216 | 11.38% | Q1 2026 | Apr 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 20,889 | 525 | 0.13% | 0.16% | 35 | -391 | -1.84% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 19,723 | 495 | 0.0% | — | 36 | +19,723 | New | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Reduced | 17,500 | 440 | 0.05% | 0.06% | 37 | -500 | -2.78% | Q1 2026 | Apr 21, 2026 |
| Hilltop Holdings Inc. | History | No change | 16,000 | 402 | 0.04% | 0.02% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MOTCO | History | Added to | 15,716 | 395 | 0.04% | 0.01% | 39 | +11,906 | 312.49% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Reduced | 15,294 | 384 | 0.0% | 0.0% | 40 | -1,572 | -9.32% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,657 | 368 | 0.0% | 0.0% | 41 | -712 | -4.63% | Q1 2026 | May 13, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 14,601 | 367 | 0.08% | 0.07% | 42 | +1,728 | 13.42% | Q1 2026 | Apr 21, 2026 |
| Towerpoint Wealth, LLC | History | No change | 12,045 | 302 | 0.12% | 0.12% | 43 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FIRST UNITED BANK & TRUST | History | New | 10,083 | 253 | 0.08% | — | 44 | +10,083 | New | Q1 2026 | Apr 21, 2026 |
| Rehmann Capital Advisory Group | History | New | 9,253 | 232 | 0.01% | — | 45 | +9,253 | New | Q1 2026 | May 15, 2026 |
| Index Technologies Group LLC | History | No change | 9,000 | 226 | 0.25% | 0.24% | 46 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Atlas Wealth LLC | History | Added to | 8,528 | 214 | 0.06% | 0.06% | 47 | +575 | 7.23% | Q1 2026 | May 13, 2026 |
| Stone House Investment Management, LLC | History | New | 4,020 | 101 | 0.02% | — | 48 | +4,020 | New | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,608 | 90 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,089 | 27 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 650 | 16 | 0.0% | — | 51 | +650 | New | Q1 2026 | May 15, 2026 |
| Wealth Intelligence, LLC | History | Closed out | 0 | 0 | — | 8.33% | — | -661,005 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -292,139 | -100.0% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75,408 | -100.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,520 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -8,989 | -100.0% | Q1 2026 | May 15, 2026 |