| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 15% | $61,098,521 | 2,406,401 | TRUIST FINANCIAL CORP | 31 Jan 2026 |
As of 31 Dec 2025, 46 institutional investors reported holding 12,053,919 shares of Federated Hermes ETF Trust - Exchange Traded Fund (FTRB). This represents 73% of the company’s total 16,482,199 outstanding shares.
The largest institutional shareholders of Federated Hermes ETF Trust - Exchange Traded Fund (FTRB) together control 71% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 16% | 2,638,018 | +4.2% | 3.9% | $66,979,277 |
| RAYMOND JAMES FINANCIAL INC | 6.6% | 1,081,977 | +6.2% | 0.01% | $27,471,396 |
| Broadway Wealth Solutions, Inc. | 6.3% | 1,036,532 | +6.1% | 14% | $26,317,547 |
| Retirement Planning Group, LLC | 6% | 989,679 | +7.7% | 0.83% | $25,127,950 |
| ENVESTNET ASSET MANAGEMENT INC | 5% | 822,432 | +33% | 0.01% | $20,881,537 |
| Wealth Intelligence, LLC | 4% | 661,005 | 0% | 8.3% | $16,782,917 |
| Wilkerson Advisory Group LLC | 3.4% | 556,482 | 0% | 5% | $14,129,072 |
| MML INVESTORS SERVICES, LLC | 3.3% | 548,671 | +12% | 0.03% | $13,930,750 |
| Platform Technology Partners | 2.8% | 456,337 | +43% | 2.5% | $11,586,391 |
| Schneider Downs Wealth Management Advisors, LP | 2.8% | 455,132 | +8.1% | 1.3% | $11,555,808 |
| OSAIC HOLDINGS, INC. | 2.6% | 420,926 | -41% | 0.02% | $10,687,111 |
| Allegheny Financial Group | 2% | 335,158 | +32% | 1.3% | $8,509,685 |
| Bank of New York Mellon Corp | 1.8% | 292,139 | 0% | $7,417,407 | |
| RMR Wealth Builders | 1.3% | 207,788 | +17% | 0.42% | $5,275,737 |
| Quantum Portfolio Management LLC | 1.2% | 201,161 | +0.5% | 2.3% | $5,107,478 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.1% | 184,620 | +4.6% | 0.01% | $4,687,510 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.91% | 149,851 | +250% | 0.01% | $3,809,206 |
| Signature Equity Partners, LLC | 0.87% | 143,114 | 0% | 2% | $3,633,655 |
| Beaumont Financial Advisors, LLC | 0.57% | 94,281 | -0.61% | 0.16% | $2,393,802 |
| &PARTNERS | 0.54% | 89,311 | +14% | 0.01% | $2,267,618 |
| STIFEL FINANCIAL CORP | 0.52% | 85,048 | +27% | 0% | $2,159,368 |
| JANE STREET GROUP, LLC | 0.46% | 75,408 | +342% | 0% | $1,914,609 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.45% | 74,017 | +32% | 0.02% | $1,879,291 |
| River Street Advisors LLC | 0.37% | 60,416 | +10% | 0.57% | $1,533,964 |
| WESBANCO BANK INC | 0.28% | 46,872 | +29% | 0.03% | $1,190,077 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 12,053,919 | $306,053,991 | +$18,427,223 | $25.39 | 46 |
| 2025 Q3 | 9,923,013 | $251,836,297 | +$3,363,058 | $25.39 | 39 |
| 2025 Q2 | 9,860,931 | $247,525,615 | +$31,735,888 | $25.10 | 42 |
| 2025 Q1 | 8,596,717 | $215,351,692 | +$24,313,715 | $25.05 | 39 |
| 2024 Q4 | 7,640,214 | $188,565,934 | -$4,372,284 | $24.68 | 34 |
| 2024 Q3 | 7,062,498 | $182,218,532 | +$102,558,853 | $25.80 | 27 |
| 2024 Q2 | 3,092,266 | $76,609,838 | +$47,491,048 | $24.78 | 18 |
| 2024 Q1 | 1,178,500 | $29,336,987 | +$29,336,987 | $24.92 | 10 |