Latest Period
Q4 2025
Security Snapshot
Federated Hermes ETF Trust - Exchange Traded Fund (FTRB) Institutional Ownership
CUSIP: 31423L404
13F Institutional Holders and Ownership History from Q1 2024 to Q1 2026
Institutions Reporting
46
Shares (Excl. Options)
12,053,919
Price
$25.39
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- Type / Class
- Equity / Exchange Traded Fund
- Symbol
- FTRB
- Shares outstanding
- 16,482,199
- Price per share
- $25.25
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 12,053,919
- Total reported value
- $306,053,991
- % of total 13F portfolios
- 0%
- Share change
- +725,510
- Value change
- +$18,427,223
- Number of holders
- 46
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- FTRB - Federated Hermes ETF Trust - Exchange Traded Fund is tracked under CUSIP 31423L404.
- 46 institutions reported positions in Q4 2025.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 46 to 38 between Q4 2025 and Q1 2026.
- Reported value moved from $306,053,991 to $345,199,090.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 46 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 31423L404?
CUSIP 31423L404 identifies FTRB - Federated Hermes ETF Trust - Exchange Traded Fund in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 31423L404:
Significant Owners of Federated Hermes ETF Trust - Exchange Traded Fund (FTRB) based on Schedule 13D/G filings
| 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.
Top 25 Institutional Shareholders
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 |
Institutional Holders of Federated Hermes ETF Trust - Exchange Traded Fund (FTRB) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 13,727,132 | $345,199,090 | +$94,426,443 | $25.14 | 38 |
| 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 |