STBF

Performance Trust Short Term Bond ETF

8 hedge funds and large institutions have $3.93M invested in Performance Trust Short Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
-1
Holders Change %
-11.11%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
1
DKM Wealth Management
California
$2.13M +$1.39M +54,736 +186%
RIL
2
Rothschild Investment LLC
Illinois
$811K +$127K +5,001 +19%
Citadel Advisors
3
Citadel Advisors
Florida
$295K -$145K -5,710 -33%
CWM
4
Chicago Wealth Management
Illinois
$263K -$634 -25 -0.2%
Jane Street
5
Jane Street
New York
$230K -$634K -25,022 -73%
GWM
6
Geneos Wealth Management
Colorado
$107K -$104K -4,095 -49%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$72K +$72K +2,844 New
Osaic Holdings
8
Osaic Holdings
Arizona
$17.6K -$35.8K -1,426 -67%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
-$822K -32,492 Closed
UBS Group
10
UBS Group
Switzerland
-$4.22K -167 Closed