STBF Hedge Fund Ownership (Q1 2026)

Trust for Professional Manag (STBF)

17 + Investors. Track Smart Money conviction in STBF. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — STBF

Based on 17 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added STBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

17 hedge funds hold STBF right now — the highest count in 2.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +89% more funds vs a year ago

fund count last 6Q

+8 new funds entered over the past year (+89% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 94% buying

16 buying1 selling

Last quarter: 16 funds were net buyers (3 opened a brand new position + 13 added to an existing one). Only 1 were sellers (0 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 1 → 5 → 5 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 53% entered in last year

■ 0% conviction (2yr+) ■ 47% medium ■ 53% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares +40%, value +23%

Value

+22%

+39%

Last quarter: funds added +40% more shares while total portfolio value only changed +23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~3 new funds/quarter

1 → 1 → 5 → 5 → 3 new funds/Q

New funds entering each quarter: 1 → 5 → 5 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 65% of holders entered in last year

■ 0% veterans ■ 35% 1-2yr ■ 65% new

Of 17 current holders: 11 (65%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds

3 of 17 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.6

out of 10

Moderate Exit Risk

Exit risk score 5.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	17	15	13.33%
13F Shares	915K	655K	39.76%
Total Value	$20M	$17M	22.89%
New Positions	3	5	-2
Increased Positions	13	8	+5
Closed Positions	1	2	-1
Reduced Positions	0	1	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

13.33%

13F Shares

915K

655K

39.76%

Total Value

$20M

$17M

22.89%

New Positions

-2

Increased Positions

Closed Positions

-1

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

17 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STBF. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 STBF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	DKM Wealth Management, Inc.	3.43%	206,695	$5.2M
2	Blue Jean Financial LLC	2.00%	113,106	$2.9M
3	Winebrenner Capital Management LLC	1.28%	83,023	$2.1M
4	Bellevue Asset Management, LLC	0.41%	34,977	$888K
5	Rothschild Investment LLC	0.32%	335,607	$8.5M
6	Chicago Wealth Management, Inc.	0.26%	29,137	$740K
7	Acorn Wealth Advisors, LLC	0.13%	21,052	$534K
8	Kellett Wealth Advisors, LLC	0.12%	10,472	$266K
9	Roberts Glore & Co Inc /Il/	0.11%	17,000	$431K
10	Convergence Financial, LLC	0.06%	27,703	$703K
11	Axxcess Wealth Management, LLC	0.02%	43,140	$1.1M
12	Syntegra Private Wealth Group, LLC	0.02%	8,223	$209K
13	Private Trust Co NA	0.01%	7,300	$185K
14	Summit Financial, LLC	0.01%	20,565	$522K
15	Private Advisor Group, LLC	0.00%	40,888	$1.0M
16	Sanctuary Advisors, LLC	0.00%	23,152	$588K
17	D.A. Davidson & CO.	0.00%	16,500	$419K
18	Geneos Wealth Management Inc.	0.00%	4,410	$112K
19	Arax Advisory Partners	0.00%	11,285	$286K
20	LPL Financial LLC	0.00%	238,483	$6.1M
21	Commonwealth Equity Services, LLC	0.00%	11,172	$284K
22	Osaic Holdings, INC.	0.00%	10,420	$264K
23	Jane Street Group, LLC	0.00%	29,386	$746K
24	Envestnet Asset Management Inc	0.00%	10,027	$254K
25	Citadel Advisors LLC	0.00%	9,244	$235K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Trust for Professional Manag (STBF)

What does the Smart Money Trend signal show for STBF?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added STBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for STBF?

More buyers than sellers — 94% buying: Last quarter: 16 funds were net buyers (3 opened a brand new position + 13 added to an existing one). Only 1 were sellers (0 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for STBF holders?

Smaller funds dominant — 6% AUM from top-100: 3 of 17 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held STBF?

Mostly new holders — 53% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Trust for Professional Manag (STBF)

Smart Money Signals — STBF

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +89% more funds vs a year ago

More buyers than sellers — 94% buying

Steady new buyers — ~3 new funds per quarter

Mostly new holders — 53% entered in last year

Buying through price weakness — shares +40%, value +23%

Steady discovery — ~3 new funds/quarter

Early stage — 65% of holders entered in last year

Smaller funds dominant — 6% AUM from top-100

Institutional Sentiment Summary — STBF

Hedge Fund Ownership: STBF

Market Analysis: STBF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: STBF

Hedge Fund Positioning: STBF

Statistics: STBF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Trust for Professional Manag (STBF)

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