Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / PERFORMANCE TR S
-
Total 13F shares
-
538,977
-
Share change
-
+380,774
-
Total reported value
-
$13,728,798
-
Price per share
-
$25.47
-
Number of holders
-
12
-
Value change
-
+$9,700,790
-
Number of buys
-
10
-
Number of sells
-
2
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - PERFORMANCE TR S (STBF) as of Q3 2025
As of 30 Sep 2025,
TRUST FOR PROFESSIONAL MANAG - PERFORMANCE TR S (STBF) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
538,977 shares.
The largest 10 holders included
Brookwood Investment Group LLC, DKM Wealth Management, Inc., ROTHSCHILD INVESTMENT LLC, Cambridge Investment Research Advisors, Inc., JANE STREET GROUP, LLC, Chicago Wealth Management, Inc., WINEBRENNER CAPITAL MANAGEMENT LLC, Geneos Wealth Management Inc., OSAIC HOLDINGS, INC., and ROYAL BANK OF CANADA.
This page lists
12
institutional shareholders reporting positions in this security
for the Q3 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.