Who Owns TRUST FOR PROFESSIONAL MANAG PERFORMANC (STBF)?Hedge Fund & Institutional Holders
$25.34-0.03 (-0.10%)BATS
Institutional Holders
15
as of Q4 2025
Total Institutional Value
$3.1430001980000737e+47T
% of Float Held
—
QoQ Change in Holders
+8 / -1
Price History
STBF — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| WINEBRENNER CAPITAL MANAGEMENT LLC | New Position | +78K | +$2.0B |
| DKM Wealth Management, Inc. | Increased | +28K | +$698.4M |
| Chicago Wealth Management, Inc. | Increased | +16K | +$411.4M |
| Acorn Wealth Advisors, LLC | New Position | +14K | +$352.0M |
| D.A. DAVIDSON & CO. | New Position | +12K | +$301.0M |
| Geneos Wealth Management Inc. | New Position | +4K | +$109.0M |
| ROTHSCHILD INVESTMENT LLC | Increased | +144K | +$3.3M |
| BLUE JEAN FINANCIAL LLC | New Position | +95K | +$2.4M |
| Cambridge Investment Research Advisors, Inc. | Increased | +40K | +$395K |
| CWM, LLC | New Position | +3K | +$72K |
| Private Advisor Group, LLC | New Position | +27K | +$0 |
| Summit Financial, LLC | New Position | +14K | +$0 |
| ROYAL BANK OF CANADA | Increased | +139 | +$-79.0M |
| OSAIC HOLDINGS, INC. | Increased | +198 | +$-102.5M |
STBF — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| JANE STREET GROUP, LLC | Decreased | -3K | -$362.4M |
| UBS Group AG | Closed Position | -879 | -$22.4M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DKM Wealth Management, Inc. | 123,970 | $3.1B | 2.34% | Share |
| 2 | WINEBRENNER CAPITAL MANAGEMENT LLC | 78,130 | $2.0B | 1.32% | Share |
| 3 | Chicago Wealth Management, Inc. | 29,110 | $738.0M | 0.30% | Share |
| 4 | Acorn Wealth Advisors, LLC | 13,913 | $352.0M | 0.10% | Share |
| 5 | D.A. DAVIDSON & CO. | 11,900 | $301.0M | 0.00% | Share |
| 6 | Geneos Wealth Management Inc. | 4,330 | $109.0M | 0.00% | Share |
| 7 | ROTHSCHILD INVESTMENT LLC | 170,838 | $4.0M | 0.22% | Share |
| 8 | BLUE JEAN FINANCIAL LLC | 95,423 | $2.4M | 1.96% | Share |
| 9 | Cambridge Investment Research Advisors, Inc. | 64,249 | $1.0M | 0.00% | Share |
| 10 | CWM, LLC | 2,844 | $72K | 0.00% | Share |
| 11 | Summit Financial, LLC | 13,568 | $0 | 0.00% | Share |
| 12 | OSAIC HOLDINGS, INC. | 4,233 | $0 | 0.00% | Share |
| 13 | ROYAL BANK OF CANADA | 3,256 | $0 | 0.00% | Share |
| 14 | Private Advisor Group, LLC | 27,480 | $0 | 0.00% | Share |
| 15 | JANE STREET GROUP, LLC | 11,382 | $0 | 0.00% | Share |
STBF Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 15 | $6.6B | +7 |
| Q3 2025 | 8 | $3.3B | -1 |
| Q2 2025 | 9 | $3.0B | -1 |
| Q1 2025 | 10 | $3.3B | -1 |
| Q4 2024 | 11 | $2.2B | +6 |
| Q3 2024 | 5 | $672.0M | +1 |
| Q2 2024 | 4 | $645.3M | +3 |
| Q1 2024 | 1 | $0 | — |
As of Q4 2025, 15 institutional investors hold STBF (TRUST FOR PROFESSIONAL MANAG PERFORMANC). The largest holder is DKM Wealth Management, Inc. with $3.1B in shares. This quarter, 8 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own STBF?
As of Q4 2025, 15 institutional investors report holding STBF (TRUST FOR PROFESSIONAL MANAG PERFORMANC) in their 13F filings.
Who is the largest institutional holder of STBF?
The largest institutional holder of STBF is DKM Wealth Management, Inc. with $3.1B in shares.
Is institutional ownership of STBF increasing or decreasing?
This quarter, 8 institutions opened new positions in STBF and 1 closed their positions.