§ EQUITY
USDFTRB
FED HERMES TTL RTRN BND
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Hills Bank & Trust Co | 2.8M | 3.5% | +8% |
| TRUIST FINANCIAL CORP | 2.6M | 0.1% | +8105% |
| BENJAMIN EDWARDS INC | 1.5M | 0.4% | n/a |
| RAYMOND JAMES FINANCIAL INC | 1.2M | 0.0% | +18% |
| Broadway Wealth Solutions, Inc. | 1.1M | 14.5% | +8% |
| Retirement Planning Group, LLC | 854K | 0.7% | −14% |
◇ AC INTELLIGENCE
Top institutional owners for FTRB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER60.5% · 41 holders
DEALER / BANK32.0% · 7 holders
INCOME / DEFENSIVE5.0% · 1 holder
SYSTEMATIC / QUANT2.4% · 1 holder
PASSIVE / INDEX0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FTRB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FTRB yet.