Perf Trust Short Term BD ETFSTBFETF

13F holders, Q4 2025 (December 31)
15holders +3
4new positions
2sold out
$25.36avg. 13F price*

At the end of Q4 2025, 15 institutions reported holding Perf Trust Short Term BD ETF (STBF) in their 13F filings, up 3 from Q3 2025. 4 opened new positions and 2 sold out. The largest holders were Rothschild Investment LLC ($4.3M), DKM Wealth Management, Inc. ($3.1M) and Blue Jean Financial LLC ($2.4M).

Company
Perf Trust Short Term BD ETF
Filed as
TRUST FOR PROFESSIONAL MANAG (Q4 2025)
CUSIP
89834G570
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q2 2024: 4Q2 2024Q3 2024: 5Q3 2024Q4 2024: 9Q4 2024Q1 2025: 9Q1 2025Q2 2025: 8Q2 2025Q3 2025: 12Q3 2025Q4 2025: 15Q4 2025Q1 2026: 17Q1 2026Q2 2026: 25Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions4$1.7M
Exits2$8.7M

All 13F filers, Q3 2025 → Q4 2025: 363,058 shares bought and 342,832 shares sold, net +20,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders
Rothschild Investment LLC 0.24% Add +528.5% 170,838 $4.3M
DKM Wealth Management, Inc. 2.34% Add +29.2% 123,970 $3.1M
Blue Jean Financial LLC 1.97% — 95,423 $2.4M
Winebrenner Capital Management LLC 1.32% Add +625.1% 78,130 $2.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +170.3% 64,249 $1.6M
Chicago Wealth Management, Inc. 0.30% Add +127.0% 29,110 $738K
Private Advisor Group, LLC 0.00% New 27,480 $697K
Acorn Wealth Advisors, LLC 0.11% New 13,913 $353K
Summit Financial, LLC 0.01% New 13,568 $344K
D.A. Davidson & Co. 0.00% New 11,900 $302K
Jane Street Group, LLC 0.00% Reduce -20.0% 11,382 $289K
Geneos Wealth Management Inc. 0.00% Add +1.6% 4,330 $110K
Osaic Holdings, Inc. 0.00% Add +4.9% 4,233 $107K
Royal Bank of Canada 0.00% Add +4.5% 3,256 $83K
Cwm, LLC 0.00% No change 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.