TRUST FOR PROFESSIONAL MANAGERS - STBF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROTHSCHILD INVESTMENT LLC | History | Added to | 170,838 | 4,331 | 0.24% | 0.04% | 1 | +143,656 | 528.5% | Q4 2025 | Feb 10, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 123,970 | 3,143 | 2.34% | 1.96% | 2 | +28,010 | 29.19% | Q4 2025 | Jan 12, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 95,423 | 2,419 | 1.96% | — | 3 | +95,423 | New | Q4 2025 | Feb 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 78,130 | 1,980 | 1.32% | 0.2% | 4 | +67,355 | 625.1% | Q4 2025 | Jan 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 64,249 | 1,629 | 0.0% | 0.0% | 5 | +40,482 | 170.33% | Q4 2025 | Feb 05, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 29,110 | 738 | 0.3% | 0.14% | 6 | +16,288 | 127.03% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | New | 27,480 | 696 | 0.0% | — | 7 | +27,480 | New | Q4 2025 | Feb 17, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 13,913 | 352 | 0.1% | — | 8 | +13,913 | New | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | New | 13,568 | 344 | 0.01% | — | 9 | +13,568 | New | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | New | 11,900 | 301 | 0.0% | — | 10 | +11,900 | New | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,382 | 288 | 0.0% | 0.0% | 11 | -2,843 | -19.99% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,330 | 109 | 0.0% | 0.0% | 12 | +69 | 1.62% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,233 | 107 | 0.0% | 0.0% | 13 | +198 | 4.91% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,256 | 83 | 0.0% | — | 14 | +3,256 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 2,844 | 72 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 1.12% | — | -339,110 | -100.0% | Q3 2025 | Oct 21, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -879 | -100.0% | Q3 2025 | Nov 13, 2025 |