PERF TRUST SHORT TERM BD ETF (STBF) Institutional Shareholders
PERF TRUST SHORT TERM BD ETF (STBF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $34.66M in STBF holdings during the latest filing period.
Rothschild Investment Llc is currently the largest disclosed institutional shareholder of STBF tracked by InsiderSet, reporting ownership valued at approximately $8.52M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.35M, representing an estimated loss of -1.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed STBF value among the investors covered in this analysis. Major shareholders include Rothschild Investment Llc, Lpl Financial Llc, Dkm Wealth Management, Inc., and several other long-term asset managers with concentrated positions in PERF TRUST SHORT TERM BD ETF (STBF).
This page ranks the largest institutional STBF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$34.66M
Largest Holder
Rothschild Investment Llc
Largest Position
$8.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rothschild Investment Llc | 0.32% | 335,607 | $8,517,699 | $8,353,258 | -$164,441 | -1.93% | |
| Lpl Financial Llc | 0.00% | 238,483 | $6,052,686 | $5,935,842 | -$116,844 | -1.93% | |
| Dkm Wealth Management, Inc. | 3.43% | 206,695 | $5,245,929 | $5,144,639 | -$101,290 | -1.93% | |
| Blue Jean Financial Llc | 2.00% | 113,106 | $2,870,630 | $2,815,208 | -$55,422 | -1.93% | |
| Winebrenner Capital Management Llc | 1.28% | 83,023 | $2,107,127 | $2,066,442 | -$40,685 | -1.93% | |
| Axxcess Wealth Management, Llc | 0.02% | 43,140 | $1,094,893 | $1,073,755 | -$21,138 | -1.93% | |
| Private Advisor Group, Llc | 0.00% | 40,888 | $1,037,727 | $1,017,702 | -$20,025 | -1.93% | |
| Bellevue Asset Management, Llc | 0.41% | 34,977 | $887,716 | $870,578 | -$17,138 | -1.93% | |
| Jane Street Group, Llc | 0.00% | 29,386 | $745,817 | $731,418 | -$14,399 | -1.93% | |
| Chicago Wealth Management, Inc. | 0.26% | 29,137 | $739,500 | $725,220 | -$14,280 | -1.93% | |
| Convergence Financial, Llc | 0.06% | 27,703 | $703,102 | $689,528 | -$13,574 | -1.93% | |
| Sanctuary Advisors, Llc | 0.00% | 23,152 | $587,598 | $576,253 | -$11,345 | -1.93% | |
| Acorn Wealth Advisors, Llc | 0.13% | 21,052 | $534,307 | $523,984 | -$10,323 | -1.93% | |
| Summit Financial, Llc | 0.01% | 20,565 | $521,940 | $511,863 | -$10,077 | -1.93% | |
| Roberts Glore & Co Inc | 0.11% | 17,000 | $431,460 | $423,130 | -$8,330 | -1.93% | |
| D.A. Davidson & Co. | 0.00% | 16,500 | $418,770 | $410,685 | -$8,085 | -1.93% | |
| Arax Advisory Partners | 0.00% | 11,285 | $286,413 | $280,884 | -$5,529 | -1.93% | |
| Commonwealth Equity Services, Llc | 0.00% | 11,172 | $283,550 | $278,071 | -$5,479 | -1.93% | |
| Kellett Wealth Advisors, Llc | 0.12% | 10,472 | $265,779 | $260,648 | -$5,131 | -1.93% | |
| Osaic Holdings, Inc. | 0.00% | 10,420 | $264,457 | $259,354 | -$5,103 | -1.93% | |
| Envestnet Asset Management Inc | 0.00% | 10,027 | $254,485 | $249,572 | -$4,913 | -1.93% | |
| Citadel Advisors Llc | 0.00% | 9,244 | $234,613 | $230,083 | -$4,530 | -1.93% | |
| Syntegra Private Wealth Group, Llc | 0.02% | 8,223 | $208,700 | $204,670 | -$4,030 | -1.93% | |
| Private Trust Co Na | 0.01% | 7,300 | $185,274 | $181,697 | -$3,577 | -1.93% | |
| Geneos Wealth Management Inc. | 0.00% | 4,410 | $111,920 | $109,765 | -$2,155 | -1.93% | |
| Cwm, Llc | 0.00% | 2,844 | $72,010 | $70,787 | -$1,223 | -1.70% |
Frequently asked questions about STBF
Who owns the most STBF stock?
The largest holders of STBF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PERF TRUST SHORT TERM BD ETF (STBF).
Is STBF widely held by superinvestors?
Many widely followed stocks like STBF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly STBF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.