STBF

Perf Trust Short Term BD ETF$25.30 0.08%
UnclassifiedUSCUSIP 89834G570· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
10
+1 QoQ
13F Value (tracked)
$9.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)3 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$25.30 0.08%2Y +1.1%
$24.87$25.06$25.26$25.45$25.642024202520262233
Hover for who · click for detailEnd-of-day closing prices52w $25.15 – $25.59
Build

Use STBF data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns STBF

This stock page is the Follow view. The Build view lets your agent query STBF owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/STBF"
Ask your agent
Use Arkolith to show who owns STBF,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

10 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1ROTHSCHILD INVESTMENT LLC
$6.2M
244K
+43%
Added · +73K sh
Q1 2026
2Private Advisor Group, LLC
$935K
37K
+34%
Added · +9K sh
Q1 2026
3LPL Financial LLC
$897K
35K
New
+35K sh
Q1 2026
4ROYAL BANK OF CANADA
$415K
16K
+403%
Added · +13K sh
Q1 2026
5Summit Financial, LLC
$391K
15K
+14%
Added · +2K sh
Q1 2026
6D.A. DAVIDSON & CO.
$380K
15K
+26%
Added · +3K sh
Q1 2026
7OSAIC HOLDINGS, INC.
$211K
8K
+96%
Added · +4K sh
Q1 2026
8Geneos Wealth Management Inc.
$110K
4K
+0.7%
Added · +29 sh
Q1 2026
9CWM, LLC
$72K
3K
Held
Q1 2026
10UBS 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.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
3
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

10 funds+8 since Q2 2024
0510Q2 2024Q4 2024Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $9.6M

Funds that own STBF also own

CompanyCo-held byCombined value
APPLE INCAAPL6 funds$1.9B
VANGUARD VALUE ETFVTV6 funds$1.6B
ISHARES CORE S&P 500 ETFIVV6 funds$1.6B
VANGUARD GROWTH ETFVUG6 funds$1.4B
NVIDIA CORPNVDA6 funds$1.4B
STE STR SPDR PT S&P 500 ETFSPYM6 funds$1.3B
VANGUARD TOTAL STOCK MKT ETFVTI6 funds$1.2B
MICROSOFT CORPMSFT6 funds$1.2B
SS SPDR S&P 500 ETF TRUST-USSPY6 funds$1.1B
STE STR SPDR PT DW EU ETFSPDW6 funds$951.0M
AMAZON.COM INCAMZN6 funds$853.4M
INVESCO QQQ TRUST SERIES 1QQQ6 funds$774.0M

Ranked by how many of STBF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.