Perf Trust Short Term BD ETF (STBF)

CUSIP: 89834G570 | NYSE | 39 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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LPL Financial LLC351,437

0.0% of portfolio$8.7M

DKM Wealth Management, Inc.185,766

2.9% of portfolio$4.6M

Convergence Financial, LLC163,518

0.6% of portfolio$4.1M

Blue Jean Financial LLC125,674

1.9% of portfolio$3.1M

Kellett Wealth Advisors, LLC117,598

1.1% of portfolio$2.9M

Ascentis Independent Advisors85,644

0.1% of portfolio$2.1M

Winebrenner Capital Management LLC80,811

1.3% of portfolio$2.0M

First Pacific Financial43,220

0.1% of portfolio$1.1M

Sugar Maple Asset Management, LLC33,449

0.5% of portfolio$831.9K

Commonwealth Equity Services, LLC32,111

0.0% of portfolio$798.6K

PFG Advisors30,821

0.0% of portfolio$766.5K

Acorn Wealth Advisors, LLC20,922

0.1% of portfolio$520.3K

D.A. Davidson & Co.17,300

0.0% of portfolio$430.3K

4Wealth Advisors, Inc.11,274

0.2% of portfolio$280.2K

Cambridge Investment Research Advisors, Inc.8,457

0.0% of portfolio$210

AlphaCore Capital LLC8,300

0.0% of portfolio$206.4K

Syntegra Private Wealth Group, LLC8,223

0.0% of portfolio$204.5K

Private Trust Co NA7,300

0.0% of portfolio$181.6K

				Style	Turnover	Location	Filed
LPL Financial LLC	351,437	$8.7M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
DKM Wealth Management, Inc.	185,766	$4.6M	2.9%	Yield	Very Low	Stockton, CA	2026-10-09
Convergence Financial, LLC	163,518	$4.1M	0.6%	ETF	Medium	Columbia, MO	2026-10-27
Blue Jean Financial LLC	125,674	$3.1M	1.9%	Growth	Very High	Albany, NY	2026-10-20
Kellett Wealth Advisors, LLC	117,598	$2.9M	1.1%	ETF	Medium	Cincinnati, OH	2026-10-15
Ascentis Independent Advisors	85,644	$2.1M	0.1%	ETF	Low	Dallas, TX	2026-11-03
Winebrenner Capital Management LLC	80,811	$2.0M	1.3%	ETF	Low	Louisville, KY	2026-10-07
First Pacific Financial	43,220	$1.1M	0.1%	ETF	Low	Vancouver, WA	2026-10-14
Sugar Maple Asset Management, LLC	33,449	$831.9K	0.5%	ETF	Medium	Sister Bay, WI	2026-10-13
Commonwealth Equity Services, LLC	32,111	$798.6K	0.0%	ETF	Low	Waltham, MA	2026-11-02
PFG Advisors	30,821	$766.5K	0.0%	ETF	Medium	Phoenix, AZ	2026-10-16
Acorn Wealth Advisors, LLC	20,922	$520.3K	0.1%	ETF	Low	Grand Blanc, MI	2026-10-19
D.A. Davidson & Co.	17,300	$430.3K	0.0%	Core	Low	Great Falls, MT	2026-10-28
4Wealth Advisors, Inc.	11,274	$280.2K	0.2%	ETF	Medium	Burr Ridge, IL	2026-10-13
Cambridge Investment Research Advisors, Inc.	8,457	$210	0.0%	ETF	Low	Fairfield, IA	2026-11-02
AlphaCore Capital LLC	8,300	$206.4K	0.0%	ETF	Low	La Jolla, CA	2026-11-04
Syntegra Private Wealth Group, LLC	8,223	$204.5K	0.0%	ETF	Low	Chesterfield, MO	2026-10-13
Private Trust Co NA	7,300	$181.6K	0.0%	Core	Low	Cleveland, OH	2026-10-20