20 tracked 13F filers disclose a position in STBF as of the latest SEC 13F filings, a combined $23.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC | $6.2M | 244K | ▲+43% Added · +73K sh | Q1 2026 | |
| 2 | DKM Wealth Management, Inc. | $5.2M | 207K | ▲+13% Added · +24K sh | Q2 2026 | |
| 3 | BLUE JEAN FINANCIAL LLC | $2.9M | 113K | ▲+14% Added · +14K sh | Q2 2026 | |
| 4 | WINEBRENNER CAPITAL MANAGEMENT LLC | $2.1M | 83K | ▼−3.9% Reduced · −3K sh | Q2 2026 | |
| 5 | AXXCESS WEALTH MANAGEMENT, LLC | $1.1M | 43K | ▲New +43K sh | Q2 2026 | |
| 6 | Private Advisor Group, LLC | $1.0M | 41K | ▲+11% Added · +4K sh | Q2 2026 | |
| 7 | LPL Financial LLC | $897K | 35K | ▲New +35K sh | Q1 2026 | |
| 8 | BELLEVUE ASSET MANAGEMENT, LLC | $888K | 35K | ▲New +35K sh | Q2 2026 | |
| 9 | Convergence Financial, LLC | $703K | 28K | ▲New +28K sh | Q2 2026 | |
| 10 | Acorn Wealth Advisors, LLC | $534K | 21K | ▲+1.1% Added · +241 sh | Q2 2026 | |
| 11 | D.A. DAVIDSON & CO. | $419K | 17K | ▲+10% Added · +2K sh | Q2 2026 | |
| 12 | ROYAL BANK OF CANADA | $415K | 16K | ▲+403% Added · +13K sh | Q1 2026 | |
| 13 | Summit Financial, LLC | $391K | 15K | ▲+14% Added · +2K sh | Q1 2026 | |
| 14 | Kellett Wealth Advisors, LLC | $266K | 10K | ▲New +10K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $211K | 8K | ▲+96% Added · +4K sh | Q1 2026 | |
| 16 | Syntegra Private Wealth Group, LLC | $209K | 8K | —Held | Q2 2026 | |
| 17 | PRIVATE TRUST CO NA | $185K | 7K | ▲New +7K sh | Q2 2026 | |
| 18 | Geneos Wealth Management Inc. | $110K | 4K | ▲+0.7% Added · +29 sh | Q1 2026 | |
| 19 | CWM, LLC | $72K | 3K | —Held | Q1 2026 | |
| 20 | UBS Group AG | $6K | 250 | ▲63× Added · +246 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in STBF and 4 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 6 funds | $1.9B |
| VANGUARD VALUE ETFVTV | 6 funds | $1.6B |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $1.6B |
| VANGUARD GROWTH ETFVUG | 6 funds | $1.4B |
| NVIDIA CORPNVDA | 6 funds | $1.4B |
| STE STR SPDR PT S&P 500 ETFSPYM | 6 funds | $1.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 6 funds | $1.2B |
| MICROSOFT CORPMSFT | 6 funds | $1.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $1.1B |
| STE STR SPDR PT DW EU ETFSPDW | 6 funds | $951.0M |
| AMAZON.COM INCAMZN | 6 funds | $853.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 6 funds | $774.0M |
Ranked by how many of STBF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CLSEmc | 77 funds | $222.5M |
| APUEmc | 50 funds | $2.4B |
| APIEmc | 38 funds | $1.0B |
| APCBmc | 34 funds | $962.4M |
| APMUETF | 21 funds | $244.3M |
| STBFthis pagePERFORMANCE TR S | 20 funds | $23.8M |
| JGRWJENSEN QUALITY | 19 funds | $29.8M |
| MINNMAIRS & PWR MINN | 18 funds | $16.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for STBF
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/STBF/capital-change-brief"
Use Arkolith's capital_change_brief for STBF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for STBF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.