STBF TRUST FOR PROFESSIONAL MANAG
FollowPERFO TR BD ETF (fund)
9 managers (9 13F filers) reported a position in STBF shares at 2025-06-30, 158,203 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 1
- Added
- 4
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 158,203
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| DKM Wealth Management, Inc. | 84,152 | $2.13M | 1.84% | +54,736 | 13F-HRTimeline |
| ROTHSCHILD INVESTMENT LLC | 32,001 | $811K | 0.05% | +5,001 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 11,627 | $295K | <0.01% | -5,710 | 13F-HRTimelineGroup |
| Chicago Wealth Management, Inc. | 10,373 | $263K | 0.13% | -25 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 9,088 | $230K | <0.01% | -25,022 | 13F-HRTimelineGroup |
| Geneos Wealth Management Inc. | 4,201 | $107K | <0.01% | +53 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 3,917 | $99.3K | <0.01% | +1,791 | 13F-HR/ATimelineGroup |
| CWM, LLCin group CWM, LLC | 2,844 | $72K | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |