Among active 13F managers last quarter, 4 opened and 4 added, while 1 reduced; the largest holder to move was Rothschild Investment LLC (+38%).
24 tracked 13F filers disclose a position in STBF as of the latest SEC 13F filings, a combined $28.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Rothschild Investment LLC | 336K | $8.5M | ▲+38% Added · +92K sh | Q2 2026 | |
| 2 | DKM Wealth Management, Inc. | 207K | $5.2M | ▲+13% Added · +24K sh | Q2 2026 | |
| 3 | Blue Jean Financial LLC | 113K | $2.9M | ▲+14% Added · +14K sh | Q2 2026 | |
| 4 | Winebrenner Capital Management LLC | 83K | $2.1M | ▼−3.9% Reduced · −3K sh | Q2 2026 | |
| 5 | Axxcess Wealth Management, LLC | 43K | $1.1M | ▲New +43K sh | Q2 2026 | |
| 6 | Private Advisor Group, LLC | 41K | $1.0M | ▲+11% Added · +4K sh | Q2 2026 | |
| 7 | LPL Financial LLC | 35K | $897K | ▲New +35K sh | Q1 2026 | |
| 8 | Bellevue Asset Management, LLC | 35K | $888K | ▲New +35K sh | Q2 2026 | |
| 9 | Chicago Wealth Management, Inc. | 29K | $740K | ▲~0% Added · +8 sh | Q2 2026 | |
| 10 | Convergence Financial, LLC | 28K | $703K | ▲New +28K sh | Q2 2026 | |
| 11 | Sanctuary Advisors, LLC | 23K | $588K | ▲New +23K sh | Q2 2026 | |
| 12 | Acorn Wealth Advisors, LLC | 21K | $534K | ▲+1.1% Added · +241 sh | Q2 2026 | |
| 13 | Summit Financial, LLC | 21K | $522K | ▲+33% Added · +5K sh | Q2 2026 | |
| 14 | D.A. Davidson & Co. | 17K | $419K | ▲+10% Added · +2K sh | Q2 2026 | |
| 15 | Royal Bank Of Canada | 16K | $415K | ▲+403% Added · +13K sh | Q1 2026 | |
| 16 | Arax Advisory Partners | 11K | $286K | ▲New +11K sh | Q2 2026 | |
| 17 | Kellett Wealth Advisors, LLC | 10K | $266K | ▲New +10K sh | Q2 2026 | |
| 18 | Citadel Advisors LLC | 9K | $235K | ▲New +9K sh | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 8K | $211K | ▲+96% Added · +4K sh | Q1 2026 | |
| 20 | Syntegra Private Wealth Group, LLC | 8K | $209K | —Held | Q2 2026 | |
| 21 | Private Trust Co Na | 7K | $185K | ▲New +7K sh | Q2 2026 | |
| 22 | Geneos Wealth Management Inc. | 4K | $112K | ▲+1.2% Added · +51 sh | Q2 2026 | |
| 23 | CWM, LLC | 3K | $72K | —Held | Q1 2026 | |
| 24 | UBS Group AG | 250 | $6K | ▲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, 4 funds opened a new position in STBF and 4 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 9 funds | $3.3B |
| Nvidia CorpNVDA | 9 funds | $3.2B |
| Amazon.com IncAMZN | 9 funds | $3.1B |
| Microsoft CorpMSFT | 9 funds | $2.1B |
| Alphabet Inc-CL CGOOG | 9 funds | $1.3B |
| Meta Platforms Inc-Class AMETA | 9 funds | $836.1M |
| Target CorpTGT | 9 funds | $195.9M |
| Broadcom IncAVGO | 8 funds | $1.5B |
| Eli Lilly & CoLLY | 8 funds | $1.3B |
| Advanced Micro DevicesAMD | 8 funds | $1.1B |
| JPMorgan Chase & CoJPM | 8 funds | $1.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 8 funds | $953.2M |
Ranked by how many of STBF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in STBF.
| Class | 13F holders | Value held |
|---|---|---|
| CLSEmc | 100 funds | $281.4M |
| APUEmc | 52 funds | $2.5B |
| APIEmc | 39 funds | $1.0B |
| APCBmc | 36 funds | $970.8M |
| STBFthis pagePERFORMANCE TR S | 24 funds | $28.2M |
| APMUETF | 23 funds | $246.9M |
| JGRWJENSEN QUALITY | 20 funds | $30.7M |
| MINNMAIRS & PWR MINN | 18 funds | $18.8M |
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.