Perf Trust Short Term BD ETFSTBFETF
13F holders, Q4 2024 (December 31)9holders +4
4new positions
1sold out
1famous investor
$25.10avg. 13F price*
At the end of Q4 2024, 9 institutions reported holding Perf Trust Short Term BD ETF (STBF) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Stenger Family Office, LLC ($557K), Citadel Advisors ($459K) and Jane Street Group, LLC ($392K). 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 (Q4 2024)
- CUSIP
- 89834G570
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $527K |
| Exits | 1 | $310K |
All 13F filers, Q3 2024 → Q4 2024: 28,276 shares bought and 12,828 shares sold, net +15,448 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Stenger Family Office, LLC | 0.19% | — | 22,186 | $557K |
| Citadel Advisors | 0.00% | Add +41.1% | 18,298 | $459K |
| Jane Street Group, LLC | 0.00% | New | 15,634 | $392K |
| Royal Bank of Canada | 0.00% | Add +15.9% | 14,035 | $352K |
| Chicago Wealth Management, Inc. | 0.14% | Add +0.1% | 10,893 | $273K |
| Geneos Wealth Management Inc. | 0.00% | New | 4,115 | $103K |
| Rothschild Investment LLC | 0.00% | New | 775 | $19K |
| Osaic Holdings, Inc. | 0.00% | Reduce -47.8% | 700 | $18K |
| UBS Group AG | 0.00% | New | 481 | $12K |
"% 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.