18 institutions reported holding $23.2M of TRUST FOR PROFESSIONAL MANAG (STBF) in SEC 13F filings for 2026-03-31. Largest institutional holders: ROTHSCHILD INVESTMENT LLC ($6.2M), DKM Wealth Management, Inc. ($4.6M), Cambridge Investment Research Advisors, Inc. ($2.8M), BLUE JEAN FINANCIAL LLC ($2.5M), WINEBRENNER CAPITAL MANAGEMENT LLC ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC | $6.2M | 243,915 | Added |
| 2 | DKM Wealth Management, Inc. | $4.6M | 182,678 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.8M | 109,449 | Added |
| 4 | BLUE JEAN FINANCIAL LLC | $2.5M | 99,390 | Added |
| 5 | WINEBRENNER CAPITAL MANAGEMENT LLC | $2.2M | 86,396 | Added |
| 6 | Private Advisor Group, LLC | $934,864 | 36,922 | Added |
| 7 | LPL Financial LLC | $897,037 | 35,428 | New |
| 8 | Chicago Wealth Management, Inc. | $737,550 | 29,129 | Added |
| 9 | Acorn Wealth Advisors, LLC | $526,945 | 20,811 | Added |
| 10 | Royal Bank of Canada | $415,000 | 16,390 | Added |
| 11 | Summit Financial, LLC | $390,840 | 15,436 | Added |
| 12 | D.A. DAVIDSON & CO. | $379,800 | 15,000 | Added |
| 13 | OSAIC HOLDINGS, INC. | $210,506 | 8,314 | Added |
| 14 | Syntegra Private Wealth Group, LLC | $208,206 | 8,223 | New |
| 15 | Geneos Wealth Management Inc. | $110,380 | 4,359 | Added |
| 16 | CWM, LLC | $72,010 | 2,844 | Hold |
| 17 | UBS Group AG | $6,330 | 250 | New |
| 18 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31