Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / PERFORMANCE TR S
-
Total 13F shares
-
654,626
-
Share change
-
+20,226
-
Total reported value
-
$16,598,447
-
Price per share
-
$25.36
-
Number of holders
-
15
-
Value change
-
+$472,061
-
Number of buys
-
12
-
Number of sells
-
3
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - PERFORMANCE TR S (STBF) as of Q4 2025
As of 31 Dec 2025,
TRUST FOR PROFESSIONAL MANAG - PERFORMANCE TR S (STBF) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
654,626 shares.
The largest 10 holders included
ROTHSCHILD INVESTMENT LLC, DKM Wealth Management, Inc., BLUE JEAN FINANCIAL LLC, WINEBRENNER CAPITAL MANAGEMENT LLC, Cambridge Investment Research Advisors, Inc., Chicago Wealth Management, Inc., Private Advisor Group, LLC, Acorn Wealth Advisors, LLC, Summit Financial, LLC, and D.A. DAVIDSON & CO..
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.