Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF include Truist Financial Corp, LPL Financial LLC, Semmax Financial Advisors Inc., Cwm, Llc, and Northwestern Mutual Wealth Management Co .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 664,506 | 1.44 | 16,679 | 1.65 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 21,274 | 16.05 | 534 | 16.12 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 4,889 | 123 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 31,346 | 6.97 | 787 | 7.08 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 9,771 | 10.91 | 245 | 11.36 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 52,121 | 18.31 | 1,308 | 18.59 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 21,043 | 42.02 | 528 | 42.32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8,209 | 205 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2,307,838 | 17.48 | 57,927 | 17.71 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,608 | 38.72 | 91 | 38.46 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 143,234 | 18.27 | 3,612 | 18.67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15,725 | 395 | ||||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 12,548 | 4.86 | 315 | 5.02 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 166,681 | 4,184 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 19,222 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 890,977 | 1,493.56 | 22,364 | 1,497.36 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 191,161 | 15.88 | 4,798 | 16.12 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 95,247 | 23.82 | 2,391 | 24.09 | ||||
| 2025-08-01 | 13F | Motco | 3,040 | 319.31 | 76 | 316.67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 345,053 | 3.60 | 8,661 | 3.80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 160,763 | 472.50 | 4 | |||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 176,833 | 350.15 | 4,439 | 351.02 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 896,317 | 7.28 | 22,498 | 7.49 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 277,092 | 14.55 | 6,955 | 14.79 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 667 | 17 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1,324 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 60,966 | 198.72 | 1,530 | 199.41 |
