DaveManuel.com · Institutional Ownership · Who Owns It
TRUST FOR PROFESSIONAL MANAG (STBF)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
25
Reporting holders
$34.6M
Reported value
0.0%
Calls
0.0%
Puts
+8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ROTHSCHILD INVESTMENT LLC | $8.5M | 335,607 | 0.32% | 7q | +37.6%+$2.3M |
| LPL Financial LLC | $6.1M | 238,483 | 0.00% | 2q | +573.1%+$5.2M |
| DKM Wealth Management, Inc. | $5.2M | 206,695 | 3.43% | 6q | +13.1%+$609.6K |
| BLUE JEAN FINANCIAL LLC | $2.9M | 113,106 | 2.00% | 3q | +13.8%+$348.1K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $2.1M | 83,023 | 1.28% | 4q | -3.9%-$85.6K |
| AXXCESS WEALTH MANAGEMENT, LLC | $1.1M | 43,140 | 0.02% | new | NEW |
| Private Advisor Group, LLC | $1.0M | 40,888 | 0.00% | 3q | +10.7%+$100.7K |
| BELLEVUE ASSET MANAGEMENT, LLC | $887.7K | 34,977 | 0.41% | new | NEW |
| JANE STREET GROUP, LLC | $745.8K | 29,386 | 0.00% | new | NEW |
| Chicago Wealth Management, Inc. | $739.5K | 29,137 | 0.26% | 9q | HELD |
| Convergence Financial, LLC | $703.1K | 27,703 | 0.06% | new | NEW |
| Sanctuary Advisors, LLC | $587.6K | 23,152 | 0.00% | new | NEW |
| Acorn Wealth Advisors, LLC | $534.3K | 21,052 | 0.13% | 3q | +1.2%+$6.1K |
| Summit Financial, LLC | $521.9K | 20,565 | 0.01% | 3q | +33.2%+$130.2K |
| ROBERTS GLORE & CO INC /IL/ | $431.5K | 17,000 | 0.11% | new | NEW |
| D.A. DAVIDSON & CO. | $418.8K | 16,500 | 0.00% | 3q | +10.0%+$38.1K |
| Arax Advisory Partners | $286.4K | 11,285 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $283.6K | 11,172 | 0.00% | new | NEW |
| Kellett Wealth Advisors, LLC | $265.8K | 10,472 | 0.12% | new | NEW |
| OSAIC HOLDINGS, INC. | $264.5K | 10,420 | 0.00% | 8q | +25.3%+$53.4K |
| ENVESTNET ASSET MANAGEMENT INC | $254.5K | 10,027 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $234.6K | 9,244 | 0.00% | new | NEW |
| Syntegra Private Wealth Group, LLC | $208.7K | 8,223 | 0.02% | 2q | HELD |
| PRIVATE TRUST CO NA | $185.3K | 7,300 | 0.01% | new | NEW |
| Geneos Wealth Management Inc. | $111.9K | 4,410 | 0.00% | 7q | +1.2%+$1.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $21.0M | 845,876 | 4 | 4 | 3 | 0.0% |
| Q2 2026 | 25 | $34.6M | 1,362,967 | 12 | 10 | 1 | 0.0% |
| Q1 2026 | 17 | $23.2M | 914,934 | 3 | 12 | 0 | 0.0% |
| Q4 2025 | 15 | $16.6M | 654,626 | 4 | 8 | 1 | 0.0% |
| Q3 2025 | 12 | $13.7M | 538,977 | 5 | 5 | 1 | 0.0% |
| Q2 2025 | 8 | $4.0M | 158,203 | 1 | 3 | 3 | 0.0% |
| Q1 2025 | 9 | $4.1M | 161,342 | 1 | 5 | 3 | 0.0% |
| Q4 2024 | 9 | $2.2M | 87,117 | 4 | 2 | 1 | 0.0% |
| Q3 2024 | 5 | $1.3M | 49,483 | 1 | 2 | 2 | 0.0% |
| Q2 2024 | 4 | $2.8M | 110,396 | 4 | 0 | 0 | 0.0% |