Perf Trust Short Term BD ETFSTBFETF
13F holders, Q2 2025 (June 30)8holders −1
1new positions
2sold out
1famous investor
$25.35avg. 13F price*
At the end of Q2 2025, 8 institutions reported holding Perf Trust Short Term BD ETF (STBF) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were DKM Wealth Management, Inc. ($2.1M), Rothschild Investment LLC ($811K) and Citadel Advisors ($295K). 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 2025)
- CUSIP
- 89834G570
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $72K |
| Exits | 2 | $826K |
All 13F filers, Q1 2025 → Q2 2025: 64,425 shares bought and 63,416 shares sold, net +1,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| DKM Wealth Management, Inc. | 1.84% | Add +186.1% | 84,152 | $2.1M |
| Rothschild Investment LLC | 0.05% | Add +18.5% | 32,001 | $811K |
| Citadel Advisors | 0.00% | Reduce -32.9% | 11,627 | $295K |
| Chicago Wealth Management, Inc. | 0.13% | Reduce -0.2% | 10,373 | $263K |
| Jane Street Group, LLC | 0.00% | Reduce -73.4% | 9,088 | $230K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.3% | 4,201 | $107K |
| Osaic Holdings, Inc. | 0.00% | Add +84.2% | 3,917 | $99K |
| Cwm, LLC | 0.00% | New | 2,844 | $72K |
"% 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.