Perf Trust Short Term BD ETFSTBFETF
13F holders, Q1 2025 (March 31)9holders
1new positions
0sold out
1famous investor
$25.29avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding Perf Trust Short Term BD ETF (STBF) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Jane Street Group, LLC ($863K), Royal Bank of Canada ($822K) and DKM Wealth Management, Inc. ($744K). 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 (Q1 2025)
- CUSIP
- 89834G570
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $744K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 94,033 shares bought and 1,770 shares sold, net +92,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Jane Street Group, LLC | 0.00% | Add +118.2% | 34,110 | $863K |
| Royal Bank of Canada | 0.00% | Add +131.5% | 32,492 | $822K |
| DKM Wealth Management, Inc. | 0.72% | New | 29,416 | $744K |
| Rothschild Investment LLC | 0.05% | Add +3383.9% | 27,000 | $683K |
| Citadel Advisors | 0.00% | Reduce -5.3% | 17,337 | $438K |
| Chicago Wealth Management, Inc. | 0.14% | Reduce -4.5% | 10,398 | $263K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.8% | 4,148 | $105K |
| Osaic Holdings, Inc. | 0.00% | Add +203.7% | 2,126 | $54K |
| UBS Group AG | 0.00% | Reduce -65.3% | 167 | $4K |
"% 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.