Perf Trust Short Term BD ETFSTBFETF
13F holders, Q1 2026 (March 31)17holders +2
3new positions
1sold out
$25.32avg. 13F price*
At the end of Q1 2026, 17 institutions reported holding Perf Trust Short Term BD ETF (STBF) in their 13F filings, up 2 from Q4 2025. 3 opened new positions and 1 sold out. The largest holders were Rothschild Investment LLC ($6.2M), DKM Wealth Management, Inc. ($4.6M) and Cambridge Investment Research Advisors, Inc. ($2.8M).
- Company
- Perf Trust Short Term BD ETF
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q1 2026)
- CUSIP
- 89834G570
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.1M |
| Exits | 1 | $289K |
All 13F filers, Q4 2025 → Q1 2026: 271,690 shares bought and 11,382 shares sold, net +260,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Rothschild Investment LLC | 0.32% | Add +42.8% | 243,915 | $6.2M |
| DKM Wealth Management, Inc. | 3.33% | Add +47.4% | 182,678 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +70.3% | 109,449 | $2.8M |
| Blue Jean Financial LLC | 2.07% | Add +4.2% | 99,390 | $2.5M |
| Winebrenner Capital Management LLC | 1.40% | Add +10.6% | 86,396 | $2.2M |
| Private Advisor Group, LLC | 0.00% | Add +34.4% | 36,922 | $935K |
| LPL Financial LLC | 0.00% | New | 35,428 | $897K |
| Chicago Wealth Management, Inc. | 0.29% | Add +0.1% | 29,129 | $738K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +49.6% | 20,811 | $527K |
| Royal Bank of Canada | 0.00% | Add +403.4% | 16,390 | $415K |
| Summit Financial, LLC | 0.01% | Add +13.8% | 15,436 | $391K |
| D.A. Davidson & Co. | 0.00% | Add +26.1% | 15,000 | $380K |
| Osaic Holdings, Inc. | 0.00% | Add +96.4% | 8,314 | $211K |
| Syntegra Private Wealth Group, LLC | 0.02% | New | 8,223 | $208K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.7% | 4,359 | $110K |
| Cwm, LLC | 0.00% | No change | 2,844 | $72K |
| UBS Group AG | 0.00% | New | 250 | $6K |
"% 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.