DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
FTRB

FEDERATED HERMES ETF TRUST

56 institutions still hold FEDERATED HERMES ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 31423L404·56 13F holders·last filed Mar 31, 2026
Market cap
8.4%
vs prior quarter
13F value held
$395M
56.0% inst. owned
of float
Holders
56
-79 QoQ
filers reporting
Activity
+9 / −78
+857 added · −752 reduced
this quarter
Concentration
18.11%
Hills Bank & Trust Co #1
top holder share
AI Holders Summary · Q1 2026

56 institutions reported FTRB in Q1 2026. Hills Bank & Trust Co leads at 18.1% of the visible book. -79 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Hills Bank & Trust Co
CIK 0001309148
$71M2.8M3.46%Q1 2026
02
TRUIST FINANCIAL CORP
CIK 0000092230
$64M2.6M0.09%Q1 2026
03
BENJAMIN EDWARDS INC
CIK 0001451623
$37M1.5M0.37%Q1 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$32M1.3M0.01%Q1 2026
05
Broadway Wealth Solutions, Inc.
CIK 0002021265
$28M1.1M14.50%Q1 2026
06
Retirement Planning Group, LLC
CIK 0001508195
$21M854K0.67%Q1 2026
07
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$20M807K0.01%Q1 2026
08
Wilkerson Advisory Group LLC
CIK 0002079661
$15M594K5.14%Q1 2026
09
GTS FINANCIAL, LLC
CIK 0002112647
$13M501K9.94%Q1 2026
10
Platform Technology Partners
CIK 0001830817
$12M481K2.33%Q1 2026
11
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M462K0.02%Q1 2026
12
Schneider Downs Wealth Management Advisors, LP
CIK 0001665359
$12M455K1.30%Q4 2025
13
MML INVESTORS SERVICES, LLC
CIK 0000701059
$11M442K0.03%Q1 2026
14
Allegheny Financial Group
CIK 0001844148
$9M365K1.24%Q1 2026
15
FOCUSED ALPHA, LLC
CIK 0002105062
$8M317K2.46%Q1 2026
16
Beaumont Financial Advisors, LLC
CIK 0001957394
$7M274K0.47%Q1 2026
17
RMR Wealth Builders
CIK 0001803848
$6M235K0.47%Q1 2026
18
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$6M234K0.01%Q1 2026
19
Integrated Wealth Concepts LLC
CIK 0001737109
$5M212K0.04%Q1 2026
20
Quantum Portfolio Management LLC
CIK 0002003672
$5M209K2.29%Q1 2026
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