Perf Trust Short Term BD ETFSTBFETF
13F holders, Q2 2026 (June 30)25holders +8
12new positions
3sold out
1famous investor
$25.38avg. 13F price*
At the end of Q2 2026, 25 institutions reported holding Perf Trust Short Term BD ETF (STBF) in their 13F filings, up 8 from Q1 2026. 12 opened new positions and 3 sold out. The largest holders were Rothschild Investment LLC ($8.5M), LPL Financial LLC ($6.1M) and DKM Wealth Management, Inc. ($5.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Perf Trust Short Term BD ETF
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q2 2026)
- CUSIP
- 89834G570
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $6.0M |
| Exits | 3 | $3.2M |
All 13F filers, Q1 2026 → Q2 2026: 580,339 shares bought and 129,462 shares sold, net +450,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Rothschild Investment LLC | 0.32% | Add +37.6% | 335,607 | $8.5M |
| LPL Financial LLC | 0.00% | Add +573.1% | 238,483 | $6.1M |
| DKM Wealth Management, Inc. | 3.43% | Add +13.2% | 206,695 | $5.2M |
| Blue Jean Financial LLC | 2.00% | Add +13.8% | 113,106 | $2.9M |
| Winebrenner Capital Management LLC | 1.28% | Reduce -3.9% | 83,023 | $2.1M |
| Axxcess Wealth Management, LLC | 0.02% | New | 43,140 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Add +10.7% | 40,888 | $1.0M |
| Bellevue Asset Management, LLC | 0.41% | New | 34,977 | $888K |
| Jane Street Group, LLC | 0.00% | New | 29,386 | $746K |
| Chicago Wealth Management, Inc. | 0.26% | Add +0.0% | 29,137 | $740K |
| Convergence Financial, LLC | 0.06% | New | 27,703 | $703K |
| Sanctuary Advisors, LLC | 0.00% | New | 23,152 | $588K |
| Acorn Wealth Advisors, LLC | 0.13% | Add +1.2% | 21,052 | $534K |
| Summit Financial, LLC | 0.01% | Add +33.2% | 20,565 | $522K |
| Roberts Glore & Co. Inc. | 0.11% | New | 17,000 | $431K |
| D.A. Davidson & Co. | 0.00% | Add +10.0% | 16,500 | $419K |
| Arax Advisory Partners | 0.00% | New | 11,285 | $286K |
| Commonwealth Equity Services, LLC | 0.00% | New | 11,172 | $284K |
| Kellett Wealth Advisors, LLC | 0.12% | New | 10,472 | $266K |
| Osaic Holdings, Inc. | 0.00% | Add +25.3% | 10,420 | $264K |
| Envestnet Asset Management Inc. | 0.00% | New | 10,027 | $254K |
| Citadel Advisors | 0.00% | New | 9,244 | $235K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 8,223 | $209K |
| Private Trust Co. NA | 0.01% | New | 7,300 | $185K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.2% | 4,410 | $112K |
"% of holder's portfolio" is STBF's weight in each manager's 13F, not the share of Perf Trust Short Term BD ETF the manager owns.