PERF TRUST SHORT TERM BD ETF (STBF) Institutional Ownership Changes & 13F Activity
PERF TRUST SHORT TERM BD ETF (STBF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Cambridge Investment Research Advisors, Inc., Rothschild Investment Llc, Axxcess Wealth Management, Llc, and Bellevue Asset Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +10,027 | — | 10,027 | $254.49K | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Buy | +9,244 | — | 9,244 | $234.61K | Q2 2026 | Sep 02, 2026 |
| Jane Street Group, Llc | Buy | +29,386 | — | 29,386 | $745.82K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,106 | +25.3% | 10,420 | $264.46K | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, Llc | Buy | +23,152 | — | 23,152 | $587.60K | Q2 2026 | Aug 13, 2026 |
| Summit Financial, Llc | Buy | +5,129 | +33.2% | 20,565 | $521.94K | Q2 2026 | Aug 12, 2026 |
| Roberts Glore & Co Inc | Buy | +17,000 | — | 17,000 | $431.46K | Q2 2026 | Aug 11, 2026 |
| Chicago Wealth Management, Inc. | Buy | +8 | +0.0% | 29,137 | $739.50K | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +11,285 | — | 11,285 | $286.41K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +203,055 | +573.1% | 238,483 | $6.05M | Q2 2026 | Aug 07, 2026 |
| Rothschild Investment Llc | Buy | +91,692 | +37.6% | 335,607 | $8.52M | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | Buy | +51 | +1.2% | 4,410 | $111.92K | Q2 2026 | Aug 06, 2026 |
| Convergence Financial, Llc | Buy | +27,703 | — | 27,703 | $703.10K | Q2 2026 | Aug 05, 2026 |
| Bellevue Asset Management, Llc | Buy | +34,977 | — | 34,977 | $887.72K | Q2 2026 | Aug 04, 2026 |
| Dkm Wealth Management, Inc. | Buy | +24,017 | +13.1% | 206,695 | $5.25M | Q2 2026 | Jul 30, 2026 |
| Acorn Wealth Advisors, Llc | Buy | +241 | +1.2% | 21,052 | $534.31K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +11,172 | — | 11,172 | $283.55K | Q2 2026 | Jul 29, 2026 |
| Axxcess Wealth Management, Llc | Buy | +43,140 | — | 43,140 | $1.09M | Q2 2026 | Jul 28, 2026 |
| Private Trust Co Na | Buy | +7,300 | — | 7,300 | $185.27K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Buy | +3,966 | +10.7% | 40,888 | $1.04M | Q2 2026 | Jul 27, 2026 |
| Blue Jean Financial Llc | Buy | +13,716 | +13.8% | 113,106 | $2.87M | Q2 2026 | Jul 24, 2026 |
| D.A. Davidson & Co. | Buy | +1,500 | +10.0% | 16,500 | $418.77K | Q2 2026 | Jul 24, 2026 |
| Kellett Wealth Advisors, Llc | Buy | +10,472 | — | 10,472 | $265.78K | Q2 2026 | Jul 23, 2026 |
| Winebrenner Capital Management Llc | Sell | -3,373 | -3.9% | 83,023 | $2.11M | Q2 2026 | Jul 15, 2026 |
| Royal Bank Of Canada | Sell | -16,390 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -2,844 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Ubs Group Ag | Sell | -250 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -109,449 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 30, 2026 |
Frequently asked questions about STBF activity
Which institutional owners are buying STBF?
Institutional owners buying STBF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in STBF activity?
"Buy" means an investor increased their reported position in STBF compared to the prior reporting period. This reflects growing exposure to PERF TRUST SHORT TERM BD ETF (STBF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in STBF increasing?
Institutional interest in STBF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.