Who owns STBF?
Performance Trust Short Term Bond ETF
25 institutions reported holding STBF, worth $34.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of STBF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Rothschild Investment LLC | Chicago, IL | $8.5M | 335,607 | +91,692 shares |
| LPL Financial LLC | Fort Mill, SC | $6.1M | 238,483 | +203,055 shares |
| DKM Wealth Management, Inc. | Stockton, CA | $5.2M | 206,695 | +24,017 shares |
| Blue JEAN Financial LLC | Albany, NY | $2.9M | 113,106 | +13,716 shares |
| Winebrenner Capital Management LLC | Louisville, KY | $2.1M | 83,023 | −3,373 shares |
| Axxcess Wealth Management, LLC | Carlsbad, CA | $1.1M | 43,140 | New position |
| Private Advisor Group, LLC | Morristown, NJ | $1.0M | 40,888 | +3,966 shares |
| Bellevue Asset Management, LLC | Bellevue, WA | $888K | 34,977 | New position |
| Jane Street Group, LLC | New York, NY | $746K | 29,386 | New position |
| Chicago Wealth Management, Inc. | Chicago, IL | $740K | 29,137 | +8 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns STBF?
25 institutional managers reported holding STBF in Form 13F filings for June 30, 2026, worth $34.6M in total. The largest reported position was held by Rothschild Investment LLC, at $8.5M.
Did institutions buy or sell STBF last quarter?
Reported 13F value rose 49.8% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is STBF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.