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 | 243,915 | 6,175 | 0.32% | 0.24% | 1 | +73,077 | 42.78% | Q1 2026 | May 07, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 182,678 | 4,625 | 3.33% | 2.34% | 2 | +58,708 | 47.36% | Q1 2026 | Apr 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 109,449 | 2,771 | 0.01% | 0.0% | 3 | +45,200 | 70.35% | Q1 2026 | Apr 30, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Added to | 99,390 | 2,516 | 2.07% | 1.96% | 4 | +3,967 | 4.16% | Q1 2026 | Apr 21, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 86,396 | 2,187 | 1.4% | 1.32% | 5 | +8,266 | 10.58% | Q1 2026 | Apr 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 36,922 | 934 | 0.0% | 0.0% | 6 | +9,442 | 34.36% | Q1 2026 | Apr 24, 2026 |
| LPL Financial LLC | History | New | 35,428 | 897 | 0.0% | — | 7 | +35,428 | New | Q1 2026 | May 06, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 29,129 | 737 | 0.29% | 0.3% | 8 | +19 | 0.07% | Q1 2026 | May 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 20,811 | 526 | 0.15% | 0.1% | 9 | +6,898 | 49.58% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 16,390 | 415 | 0.0% | 0.0% | 10 | +13,134 | 403.38% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 15,436 | 390 | 0.0% | 0.01% | 11 | +1,868 | 13.77% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 15,000 | 379 | 0.0% | 0.0% | 12 | +3,100 | 26.05% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,314 | 210 | 0.0% | 0.0% | 13 | +4,081 | 96.41% | Q1 2026 | May 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | New | 8,223 | 208 | 0.02% | — | 14 | +8,223 | New | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,359 | 110 | 0.0% | 0.0% | 15 | +29 | 0.67% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | No change | 2,844 | 72 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | New | 250 | 6 | 0.0% | — | 17 | +250 | New | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,382 | -100.0% | Q1 2026 | May 12, 2026 |