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STBF

Performance Trust Short Term Bond ETF
STBF

17 hedge funds and large institutions have $23.2M invested in Performance Trust Short Term Bond ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

40% more capital invested

Capital invested by funds: $16.6M → $23.2M (+$6.57M)

13% more funds holding

Funds holding: 15 → 17 (+2)

6.94% more ownership

Funds ownership: 48.85% → 55.79% (+6.9%)

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIL
Rothschild Investment LLC
Illinois
+$1.86M
2
DWM
DKM Wealth Management
California
+$1.49M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.15M
4
LPL Financial
LPL Financial
California
+$900K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$334K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$289K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
1
Rothschild Investment LLC
Illinois
$6.18M +$1.86M +73,077 +43%
DWM
2
DKM Wealth Management
California
$4.63M +$1.49M +58,708 +47%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.77M +$1.15M +45,200 +70%
BJF
4
Blue Jean Financial
New York
$2.52M +$101K +3,967 +4%
WCM
5
Winebrenner Capital Management
Kentucky
$2.19M +$210K +8,266 +11%
PAG
6
Private Advisor Group
New Jersey
$935K +$240K +9,442 +34%
LPL Financial
7
LPL Financial
California
$897K +$900K +35,428 New
CWM
8
Chicago Wealth Management
Illinois
$738K +$483 +19 +0.1%
AWA
9
Acorn Wealth Advisors
Michigan
$527K +$175K +6,898 +50%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$415K +$334K +13,134 +403%
SF
11
Summit Financial
New Jersey
$391K +$47.5K +1,868 +14%
DADC
12
D.A. Davidson & Co
Montana
$380K +$78.8K +3,100 +26%
Osaic Holdings
13
Osaic Holdings
Arizona
$211K +$104K +4,081 +96%
SPWG
14
Syntegra Private Wealth Group
Missouri
$208K +$209K +8,223 New
GWM
15
Geneos Wealth Management
Colorado
$110K +$737 +29 +0.7%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$72K – – –
UBS Group
17
UBS Group
Switzerland
$6.33K +$6.35K +250 New
Jane Street
18
Jane Street
New York
– -$289K -11,382 Closed

STBF Hedge Fund Activity: Q1 2026 in Review

17 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Performance Trust Short Term Bond ETF (STBF) for Q1 2026, worth a combined $23.2M — up 40% from $16.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new STBF positions and 1 closed out — a net gain of 2 holders — while 13 added to existing stakes and 0 trimmed.

The largest buyer was Rothschild Investment LLC, adding an estimated $1.86M. The largest seller was Jane Street, exiting entirely with an estimated $289K sold.

  • 17 institutional investors held Performance Trust Short Term Bond ETF (STBF) as of Q1 2026, up from 15 in Q4 2025.
  • Funds reported $23.2M of Performance Trust Short Term Bond ETF stock for Q1 2026, up 40% quarter-over-quarter.
  • 3 funds opened new Performance Trust Short Term Bond ETF positions in Q1 2026 and 1 closed out, a net change of +2 holders.
  • The largest Performance Trust Short Term Bond ETF buyer in Q1 2026 was Rothschild Investment LLC, an estimated $1.86M added.
  • The largest Performance Trust Short Term Bond ETF seller in Q1 2026 was Jane Street, an estimated $289K sold.

Based on aggregated 13F filings for Q1 2026.