STBF TRUST FOR PROFESSIONAL MANAG
FollowPERFO TR BD ETF (fund)
12 managers (12 13F filers) reported a position in STBF shares at 2025-09-30, 538,977 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 5
- Added
- 5
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 538,977
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 |
|---|---|---|---|---|---|
| Brookwood Investment Group LLC | 339,110 | $8.64M | 1.12% | new | 13F-HRTimeline |
| DKM Wealth Management, Inc. | 95,960 | $2.44M | 1.96% | +11,808 | 13F-HRTimeline |
| ROTHSCHILD INVESTMENT LLC | 27,182 | $692K | 0.04% | -4,819 | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 23,767 | $605K | <0.01% | new | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 14,225 | $362K | <0.01% | +5,137 | 13F-HRTimelineGroup |
| Chicago Wealth Management, Inc. | 12,822 | $327K | 0.14% | +2,449 | 13F-HRTimeline |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 10,775 | $274K | 0.2% | new | 13F-HRTimeline |
| Geneos Wealth Management Inc. | 4,261 | $109K | <0.01% | +60 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 4,035 | $102K | <0.01% | +118 | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 3,117 | $79K | <0.01% | new | 13F-HRTimelineGroup |
| CWM, LLCin group CWM, LLC | 2,844 | $72K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 879 | $22.4K | <0.01% | new | 13F-HRTimelineGroup |