Who Owns PERFORMANCE TRUST SHORT TERM BOND ETF (STBF)? -- Institutional Holders (2026-06-30)

28 institutions reported holding $34.6M of PERFORMANCE TRUST SHORT TERM BOND ETF (STBF) in SEC 13F filings for 2026-06-30. Largest institutional holders: ROTHSCHILD INVESTMENT LLC ($8.5M), LPL Financial LLC ($6.1M), DKM Wealth Management, Inc. ($5.2M), BLUE JEAN FINANCIAL LLC ($2.9M), WINEBRENNER CAPITAL MANAGEMENT LLC ($2.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ROTHSCHILD INVESTMENT LLC	$8.5M	335,607	Added
2	LPL Financial LLC	$6.1M	238,483	Added
3	DKM Wealth Management, Inc.	$5.2M	206,695	Added
4	BLUE JEAN FINANCIAL LLC	$2.9M	113,106	Added
5	WINEBRENNER CAPITAL MANAGEMENT LLC	$2.1M	83,023	Trimmed
6	AXXCESS WEALTH MANAGEMENT, LLC	$1.1M	43,140	New
7	Private Advisor Group, LLC	$1.0M	40,888	Added
8	BELLEVUE ASSET MANAGEMENT, LLC	$887,716	34,977	New
9	JANE STREET GROUP, LLC	$745,817	29,386	New
10	Chicago Wealth Management, Inc.	$739,500	29,137	Added
11	Convergence Financial, LLC	$703,102	27,703	New
12	Sanctuary Advisors, LLC	$587,598	23,152	New
13	Acorn Wealth Advisors, LLC	$534,307	21,052	Added
14	Summit Financial, LLC	$521,940	20,565	Added
15	ROBERTS GLORE & CO INC /IL/	$431,460	17,000	New
16	D.A. DAVIDSON & CO.	$418,770	16,500	Added
17	Arax Advisory Partners	$286,413	11,285	New
18	COMMONWEALTH EQUITY SERVICES, LLC	$283,550	11,172	New
19	Kellett Wealth Advisors, LLC	$265,779	10,472	New
20	OSAIC HOLDINGS, INC.	$264,457	10,420	Added
21	ENVESTNET ASSET MANAGEMENT INC	$254,485	10,027	New
22	CITADEL ADVISORS LLC	$234,613	9,244	New
23	Syntegra Private Wealth Group, LLC	$208,700	8,223	Hold
24	PRIVATE TRUST CO NA	$185,274	7,300	New
25	Geneos Wealth Management Inc.	$111,920	4,410	Added

Source: SEC Form 13F filings · as of 2026-06-30