Who owns STBF?
Institutional ownership of STBF from SEC Form 13F filings across 18 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
18
13F holders
$27.3M
value, 2026 filers
1.1M
shares disclosed
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of STBF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC | 335,607 | $8.5M | 0.3% | — | +37.6% |
| 2 | LPL Financial LLC | 238,483 | $6.1M | 0.0% | — | +573.1% |
| 3 | DKM Wealth Management, Inc. | 206,695 | $5.2M | 3.4% | — | +13.1% |
| 4 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 43,140 | $1.1M | 0.0% | — | new |
| 5 | BELLEVUE ASSET MANAGEMENT, LLCNEW | 34,977 | $887,716 | 0.4% | — | new |
| 6 | JANE STREET GROUP, LLCNEW | 29,386 | $745,817 | 0.0% | — | new |
| 7 | Convergence Financial, LLCNEW | 27,703 | $703,102 | 0.1% | — | new |
| 8 | Sanctuary Advisors, LLCNEW | 23,152 | $587,598 | 0.0% | — | new |
| 9 | Acorn Wealth Advisors, LLC | 21,052 | $534,307 | 0.1% | — | +1.2% |
| 10 | Summit Financial, LLC | 20,565 | $521,940 | 0.0% | — | +33.2% |
| 11 | ROBERTS GLORE & CO INC /IL/NEW | 17,000 | $431,460 | 0.1% | — | new |
| 12 | D.A. DAVIDSON & CO. | 16,500 | $418,770 | 0.0% | — | +10.0% |
| 13 | Arax Advisory PartnersNEW | 11,285 | $286,413 | 0.0% | — | new |
| 14 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 11,172 | $283,550 | 0.0% | — | new |
| 15 | OSAIC HOLDINGS, INC. | 10,420 | $264,457 | 0.0% | — | +25.3% |
| 16 | ENVESTNET ASSET MANAGEMENT INCNEW | 10,027 | $254,485 | 0.0% | — | new |
| 17 | CITADEL ADVISORS LLCNEW | 9,244 | $234,613 | 0.0% | — | new |
| 18 | PRIVATE TRUST CO NANEW | 7,300 | $185,274 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.