STBF

Performance Trust Short Term Bond ETF
STBF

15 hedge funds and large institutions have $16.6M invested in Performance Trust Short Term Bond ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

22.07% less ownership

Funds ownership: 70.92% → 48.85% (-22%)

Holders
15
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
+$3.66M
2
+$1.71M
3
+$1.03M
4
DWM
DKM Wealth Management
California
+$713K
5
PAG
Private Advisor Group
New Jersey
+$700K

Top Sellers

1
-$8.64M
2
-$72.4K
3
-$22.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
1
Rothschild Investment LLC
Illinois
$4.33M
DWM
2
DKM Wealth Management
California
$3.14M
BJF
3
Blue Jean Financial
New York
$2.42M
WCM
4
Winebrenner Capital Management
Kentucky
$1.98M
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.63M
CWM
6
Chicago Wealth Management
Illinois
$738K
PAG
7
Private Advisor Group
New Jersey
$697K
AWA
8
Acorn Wealth Advisors
Michigan
$353K
SF
9
Summit Financial
New Jersey
$344K
DADC
10
D.A. Davidson & Co
Montana
$302K
Jane Street
11
Jane Street
New York
$289K
GWM
12
Geneos Wealth Management
Colorado
$110K
Osaic Holdings
13
Osaic Holdings
Arizona
$107K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$83K
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$72K
BIG
16
Brookwood Investment Group
Arizona
–
UBS Group
17
UBS Group
Switzerland
–