Skip to content

STBF TRUST FOR PROFESSIONAL MANAG

Follow

PERFO TR BD ETF (fund)

10 managers (10 13F filers) reported a position in STBF shares at 2025-03-31, 157,194 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.

Managers
10
13F filers
10
New
1
Added
5
Reduced
3
Sold out
0
Shares held by filers
157,194

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,110$863K<0.01%+18,47613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,492$822K<0.01%+18,45713F-HR/ATimelineGroup
DKM Wealth Management, Inc.29,416$744K0.72%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC27,000$683K0.05%+26,22513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,337$438K<0.01%-96113F-HRTimelineGroup
Chicago Wealth Management, Inc.10,398$263K0.14%-49513F-HRTimeline
Geneos Wealth Management Inc.4,148$105K<0.01%+3313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,126$53.8K<0.01%+1,42613F-HRTimelineGroup
UBS Group AGin group UBS Group AG167$4.22K<0.01%-31413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.