TRUST FOR PROFESSIONAL MANAG (STBF)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
25
Reporting holders
$34.6M
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 25 | $34.6M | 1,362,967 | 12 | 10 | 1 | 0.0% |
| Q1 2026 | 16 | $20.4M | 805,485 | 3 | 11 | 0 | 0.0% |
| Q4 2025 | 13 | $14.9M | 587,533 | 4 | 7 | 1 | 0.0% |
| Q3 2025 | 10 | $13.1M | 512,366 | 4 | 5 | 1 | 0.0% |
| Q2 2025 | 7 | $3.9M | 155,359 | 0 | 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 | 4 | $949.1K | 37,297 | 1 | 2 | 1 | 0.0% |
| Q2 2024 | 4 | $904.5K | 110,396 | 4 | 0 | 0 | 0.0% |