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 | No change | 5,613,451 | 140,869 | 5.99% | 5.99% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,069,109 | 73,505 | 0.09% | 0.09% | 2 | +113,682 | 3.85% | Q3 2026 | Oct 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,114,374 | 53,060 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,460,125 | 36,640 | 0.33% | 0.33% | 4 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 1,229,917 | 29,456 | 13.21% | 13.64% | 5 | +66,091 | 5.68% | Q3 2026 | Oct 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 874,340 | 21,941 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 820,579 | 20,595 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 673,060 | 16,119 | 4.81% | 4.82% | 8 | +47,372 | 7.57% | Q3 2026 | Oct 20, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 610,130 | 14,612 | 1.36% | 1.36% | 9 | +31,656 | 5.47% | Q3 2026 | Oct 27, 2026 |
| Platform Technology Partners | History | Added to | 593,682 | 14,218 | 2.25% | 2.27% | 10 | +39,637 | 7.15% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 519,583 | 13,038 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GTS FINANCIAL, LLC | History | No change | 515,702 | 12,944 | 9.43% | 9.43% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | New | 539,759 | 12,927 | 0.0% | — | 13 | +539,759 | New | Q3 2026 | Nov 05, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 522,404 | 12,511 | 0.31% | 0.4% | 14 | -101,004 | -16.2% | Q3 2026 | Oct 19, 2026 |
| Allegheny Financial Group | History | Added to | 404,383 | 9,684 | 0.97% | 1.05% | 15 | +8,571 | 2.17% | Q3 2026 | Nov 05, 2026 |
| RMR Wealth Builders | History | Added to | 283,083 | 6,802 | 0.4% | 0.41% | 16 | +24,254 | 9.37% | Q3 2026 | Oct 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 233,990 | 5,871 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 225,024 | 5,389 | 0.01% | 0.01% | 18 | +42,672 | 23.4% | Q3 2026 | Nov 02, 2026 |
| Quantum Portfolio Management LLC | History | No change | 211,261 | 5,301 | 1.9% | 1.9% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 167,523 | 4,022 | 0.01% | 0.01% | 20 | -138,195 | -45.2% | Q3 2026 | Oct 13, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 150,843 | 3,612 | 1.26% | 1.86% | 21 | -10,421 | -6.46% | Q3 2026 | Oct 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 127,160 | 3,045 | 0.02% | 0.01% | 22 | +62,228 | 95.84% | Q3 2026 | Oct 16, 2026 |
| &PARTNERS | History | No change | 119,071 | 2,988 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESBANCO BANK INC | History | Added to | 104,908 | 2,512 | 0.08% | 0.04% | 24 | +33,725 | 47.38% | Q3 2026 | Nov 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 87,311 | 2,191 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 80,885 | 1,937 | 0.02% | 0.02% | 26 | +2,487 | 3.17% | Q3 2026 | Oct 30, 2026 |
| River Street Advisors LLC | History | Added to | 75,294 | 1,803 | 0.56% | 0.54% | 27 | +2,171 | 2.97% | Q3 2026 | Oct 22, 2026 |
| Petros Family Wealth, LLC | History | Added to | 65,794 | 1,575 | 0.92% | 0.42% | 28 | +38,712 | 142.94% | Q3 2026 | Oct 28, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 53,984 | 1,292 | 0.48% | 0.16% | 29 | +36,912 | 216.21% | Q3 2026 | Oct 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 46,514 | 1,167 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 45,510 | 1,142 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 43,303 | 1,086 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 40,279 | 964 | 0.28% | 0.32% | 33 | -1,200 | -2.89% | Q3 2026 | Oct 29, 2026 |
| Betterment LLC | History | No change | 32,957 | 827 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Citizens Financial Corp | History | Reduced | 22,516 | 539 | 0.23% | 0.26% | 35 | -1,939 | -7.93% | Q3 2026 | Oct 02, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 21,400 | 512 | 0.15% | 0.11% | 36 | +6,459 | 43.23% | Q3 2026 | Oct 22, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 18,852 | 451 | 0.09% | 0.08% | 37 | +1,270 | 7.22% | Q3 2026 | Oct 22, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 18,758 | 449 | 0.11% | 1.9% | 38 | -276,906 | -93.66% | Q3 2026 | Oct 19, 2026 |
| Claro Advisors Inc. | History | Reduced | 17,000 | 407 | 0.04% | 0.05% | 39 | -500 | -2.86% | Q3 2026 | Nov 02, 2026 |
| Hilltop Holdings Inc. | History | No change | 16,000 | 401 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,576 | 397 | 0.0% | 0.0% | 41 | -3,968 | -19.31% | Q3 2026 | Nov 02, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 15,491 | 371 | 0.23% | 0.31% | 42 | -3,685 | -19.22% | Q3 2026 | Oct 20, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 12,814 | 306 | 0.11% | 0.1% | 43 | +769 | 6.38% | Q3 2026 | Oct 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 12,048 | 302 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 11,184 | 280 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rehmann Capital Advisory Group | History | No change | 10,355 | 259 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 8,314 | 209 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Index Technologies Group LLC | History | No change | 8,350 | 209 | 0.17% | 0.17% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stone House Investment Management, LLC | History | Added to | 4,340 | 103 | 0.01% | 0.01% | 49 | +320 | 7.96% | Q3 2026 | Oct 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,608 | 90 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,089 | 27 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Group, LTD | History | No change | 1,000 | 23 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 868 | 20 | 0.0% | — | 53 | +868 | New | Q3 2026 | Oct 30, 2026 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -326,633 | -100.0% | Q3 2026 | Oct 22, 2026 |