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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Broadway Wealth Solutions, Inc. | History | Added to | 1,115,476 | 28,048 | 14.5% | 14.05% | 1 | +78,944 | 7.62% | Q1 2026 | Apr 21, 2026 |
| Allegheny Financial Group | History | Added to | 364,934 | 9,176 | 1.24% | 1.26% | 2 | +29,776 | 8.88% | Q1 2026 | Apr 16, 2026 |
| RMR Wealth Builders | History | Added to | 235,346 | 5,937 | 0.47% | 0.42% | 3 | +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% | 4 | +83,934 | 56.01% | Q1 2026 | Apr 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 79,254 | 1,992 | 0.02% | 0.02% | 5 | +5,237 | 7.08% | Q1 2026 | Apr 20, 2026 |
| River Street Advisors LLC | History | Added to | 68,697 | 1,727 | 0.58% | 0.57% | 6 | +8,281 | 13.71% | Q1 2026 | Apr 21, 2026 |
| WESBANCO BANK INC | History | Reduced | 46,390 | 1,166 | 0.03% | 0.03% | 7 | -482 | -1.03% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 39,634 | 997 | 0.0% | 0.0% | 8 | +8,627 | 27.82% | Q1 2026 | Apr 22, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 22,144 | 562 | 0.4% | 0.37% | 9 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| First Citizens Financial Corp | History | Added to | 21,683 | 545 | 0.26% | 0.24% | 10 | +2,216 | 11.38% | Q1 2026 | Apr 07, 2026 |
| Claro Advisors Inc. | History | Reduced | 17,500 | 440 | 0.05% | 0.06% | 11 | -500 | -2.78% | Q1 2026 | Apr 21, 2026 |
| MOTCO | History | Added to | 15,716 | 395 | 0.04% | 0.01% | 12 | +11,906 | 312.49% | Q1 2026 | Apr 22, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 14,601 | 367 | 0.08% | 0.07% | 13 | +1,728 | 13.42% | Q1 2026 | Apr 21, 2026 |
| Towerpoint Wealth, LLC | History | No change | 12,045 | 302 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FIRST UNITED BANK & TRUST | History | New | 10,083 | 253 | 0.08% | — | 15 | +10,083 | New | Q1 2026 | Apr 21, 2026 |
| Stone House Investment Management, LLC | History | New | 4,020 | 101 | 0.02% | — | 16 | +4,020 | New | Q1 2026 | Apr 22, 2026 |
| Hills Bank & Trust Co | History | Closed out | 0 | 0 | — | 3.89% | — | -2,638,018 | -100.0% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,081,977 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -989,679 | -100.0% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -822,432 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Wealth Intelligence, LLC | History | Closed out | 0 | 0 | — | 8.33% | — | -661,005 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | 4.98% | — | -556,482 | -100.0% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -548,671 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Platform Technology Partners | History | Closed out | 0 | 0 | — | 2.47% | — | -456,337 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Closed out | 0 | 0 | — | 1.3% | — | -455,132 | -100.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -420,926 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -292,139 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 2.26% | — | -201,161 | -100.0% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -184,620 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 2.01% | — | -143,114 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -94,281 | -100.0% | Q4 2025 | Jan 16, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.01% | — | -89,311 | -100.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -85,048 | -100.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75,408 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Prosperity Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.33% | — | -36,385 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -31,910 | -100.0% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -31,137 | -100.0% | Q4 2025 | Feb 02, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -21,280 | -100.0% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,520 | -100.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,866 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -16,000 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -15,369 | -100.0% | Q4 2025 | Feb 17, 2026 |
| FOCUSED ALPHA, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,092 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Index Technologies Group LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -9,000 | -100.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -8,989 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Atlas Wealth LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,953 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,608 | -100.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,089 | -100.0% | Q4 2025 | Feb 17, 2026 |