STBF

Performance Trust Short Term Bond ETF
STBF

12 hedge funds and large institutions have $13.7M invested in Performance Trust Short Term Bond ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

48.32% more ownership

Funds ownership: 22.6% → 70.92% (+48%)

Holders
12
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$8.64M
2
+$605K
3
+$301K
4
WCM
Winebrenner Capital Management
Kentucky
+$274K
5
Jane Street
Jane Street
New York
+$131K

Top Sellers

1
-$295K
2
-$123K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
1
Brookwood Investment Group
Arizona
$8.64M
DWM
2
DKM Wealth Management
California
$2.44M
RIL
3
Rothschild Investment LLC
Illinois
$692K
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$605K
Jane Street
5
Jane Street
New York
$362K
CWM
6
Chicago Wealth Management
Illinois
$327K
WCM
7
Winebrenner Capital Management
Kentucky
$274K
GWM
8
Geneos Wealth Management
Colorado
$109K
Osaic Holdings
9
Osaic Holdings
Arizona
$102K
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$79K
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$72K
UBS Group
12
UBS Group
Switzerland
$22.4K
Citadel Advisors
13
Citadel Advisors
Florida
–