TRUST FOR PROFESSIONAL MANAG

STBF (TRUST FOR PROFESSIONAL MANAG) is held by 10 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($6.1M), AXXCESS WEALTH MANAGEMENT, LLC ($1.1M), Private Advisor Group, LLC ($1M). Net institutional sentiment: Bullish.

10

Holders

(1 Elite)

$11M

Total Value

83% (12)

Consensus

10 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

ST

Smart Money Verdict

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Institutional (13F)83

Insider (Form 4)43

Activist (13D/13G)64

Congressional (STOCK Act)28

Holder Quality

20

★★★★★

Elite

42

★★★★

Strong

28

★★★

Solid

66

★★

Below

11

★

Weak

Held by 10 funds

1 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for STBF.

Top Holders

Top Holders (10)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	238,483(+573.1%)	$6.1M	0.0%	+0.40%	44
AXXCESS WEALTH MANAGEMENT, LLC	New	43,140	$1.1M	0.0%	+0.19%	35
Private Advisor Group, LLC	Increased	40,888(+10.7%)	$1M	0.0%	+1.82%	28
JANE STREET GROUP, LLC	New	29,386	$745,817	0.0%	+0.19%	34
Sanctuary Advisors, LLC	New	23,152	$587,598	0.0%	+0.19%	34
D.A. DAVIDSON & CO.	Increased	16,500(+10.0%)	$418,770	0.0%	+1.86%	26
COMMONWEALTH EQUITY SERVICES, LLC	New	11,172	$283,550	0.0%	+0.19%	32
OSAIC HOLDINGS, INC.	Increased	10,420(+25.3%)	$264,457	0.0%	+3.05%	29
ENVESTNET ASSET MANAGEMENT INC	New	10,027	$254,485	0.0%	+0.19%	32
CITADEL ADVISORS LLC	New	9,244	$234,613	0.0%	+0.19%	35
ROYAL BANK OF CANADA	Exited	0(-100.0%)	$415,000	0.0%	+1.72%	0
UBS Group AG	Exited	0(-100.0%)	$6,330	0.0%	+1.40%	0

STSTBFTRUST FOR PROFESSIONAL MANAG

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer