Who Owns TRUST FOR PROFESSIONAL MANAG (STBF)? -- Institutional Holders (2026-06-30)

28 institutions reported holding $34.6M of TRUST FOR PROFESSIONAL MANAG (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.

RankInstitutionValueSharesChange
1ROTHSCHILD INVESTMENT LLC$8.5M335,607Added
2LPL Financial LLC$6.1M238,483Added
3DKM Wealth Management, Inc.$5.2M206,695Added
4BLUE JEAN FINANCIAL LLC$2.9M113,106Added
5WINEBRENNER CAPITAL MANAGEMENT LLC$2.1M83,023Trimmed
6AXXCESS WEALTH MANAGEMENT, LLC$1.1M43,140New
7Private Advisor Group, LLC$1.0M40,888Added
8BELLEVUE ASSET MANAGEMENT, LLC$887,71634,977New
9JANE STREET GROUP, LLC$745,81729,386New
10Chicago Wealth Management, Inc.$739,50029,137Added
11Convergence Financial, LLC$703,10227,703New
12Sanctuary Advisors, LLC$587,59823,152New
13Acorn Wealth Advisors, LLC$534,30721,052Added
14Summit Financial, LLC$521,94020,565Added
15ROBERTS GLORE & CO INC /IL/$431,46017,000New
16D.A. DAVIDSON & CO.$418,77016,500Added
17Arax Advisory Partners$286,41311,285New
18COMMONWEALTH EQUITY SERVICES, LLC$283,55011,172New
19Kellett Wealth Advisors, LLC$265,77910,472New
20OSAIC HOLDINGS, INC.$264,45710,420Added
21ENVESTNET ASSET MANAGEMENT INC$254,48510,027New
22CITADEL ADVISORS LLC$234,6139,244New
23Syntegra Private Wealth Group, LLC$208,7008,223Hold
24PRIVATE TRUST CO NA$185,2747,300New
25Geneos Wealth Management Inc.$111,9204,410Added

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