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STBF TRUST FOR PROFESSIONAL MANAG

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PERFO TR BD ETF (fund)

17 managers (17 13F filers) reported a position in STBF shares at 2026-03-31, 914,934 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
17
13F filers
17
New
3
Added
13
Reduced
0
Sold out
1
Shares held by filers
914,934

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ROTHSCHILD INVESTMENT LLC243,915$6.18M0.32%+73,07713F-HRTimeline
DKM Wealth Management, Inc.182,678$4.63M3.33%+58,70813F-HRTimeline
Cambridge Investment Research Advisors,…109,449$2.77M0.01%+45,20013F-HRTimeline
BLUE JEAN FINANCIAL LLC99,390$2.52M2.07%+3,96713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC86,396$2.19M1.4%+8,26613F-HRTimeline
Private Advisor Group, LLC36,922$935K<0.01%+9,44213F-HRTimeline
LPL Financial LLC35,428$897K<0.01%new13F-HRTimeline
Chicago Wealth Management, Inc.29,129$738K0.29%+1913F-HRTimeline
Acorn Wealth Advisors, LLC20,811$527K0.15%+6,89813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,390$415K<0.01%+13,13413F-HRTimelineGroup
Summit Financial, LLC15,436$391K<0.01%+1,86813F-HRTimeline
D.A. DAVIDSON & CO.15,000$380K<0.01%+3,10013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,314$211K<0.01%+4,08113F-HRTimelineGroup
Syntegra Private Wealth Group, LLC8,223$208K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.4,359$110K<0.01%+2913F-HRTimeline
CWM, LLCin group CWM, LLC2,844$72K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG250$6.33K<0.01%new13F-HRTimelineGroup