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STBF TRUST FOR PROFESSIONAL MANAG

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PERFO TR BD ETF (fund)

25 managers (25 13F filers) reported a position in STBF shares at 2026-06-30, 1,362,967 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
25
13F filers
25
New
12
Added
11
Reduced
1
Sold out
3
Shares held by filers
1,362,967

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ROTHSCHILD INVESTMENT LLC335,607$8.52M0.32%+91,69213F-HRTimeline
LPL Financial LLC238,483$6.05M<0.01%+203,05513F-HRTimeline
DKM Wealth Management, Inc.206,695$5.25M3.43%+24,01713F-HRTimeline
BLUE JEAN FINANCIAL LLC113,106$2.87M2%+13,71613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC83,023$2.11M1.28%-3,37313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC43,140$1.09M0.02%new13F-HRTimeline
Private Advisor Group, LLC40,888$1.04M<0.01%+3,96613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC34,977$888K0.41%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,386$746K<0.01%new13F-HRTimelineGroup
Chicago Wealth Management, Inc.29,137$740K0.26%+813F-HRTimeline
Convergence Financial, LLC27,703$703K0.06%new13F-HRTimeline
Sanctuary Advisors, LLC23,152$588K<0.01%new13F-HRTimeline
Acorn Wealth Advisors, LLC21,052$534K0.13%+24113F-HRTimeline
Summit Financial, LLC20,565$522K0.01%+5,12913F-HRTimeline
ROBERTS GLORE & CO INC /IL/17,000$431K0.11%new13F-HRTimeline
D.A. DAVIDSON & CO.16,500$419K<0.01%+1,50013F-HRTimeline
Arax Advisory Partners11,285$286K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,172$284K<0.01%new13F-HRTimeline
Kellett Wealth Advisors, LLC10,472$266K0.12%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,420$264K<0.01%+2,10613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,027$254K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,244$235K<0.01%new13F-HRTimelineGroup
Syntegra Private Wealth Group, LLC8,223$209K0.02%013F-HRTimeline
PRIVATE TRUST CO NA7,300$185K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.4,410$112K<0.01%+5113F-HRTimeline