PERFORMANCE TRUST SHORT TERM BOND ETF ETF is a security (CUSIP 89834G570) tracked across SEC portfolio filings. 24 institutional managers reported $27.5M on Form 13F as of 2026-06-30.
Showing 15 of 24 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| ROTHSCHILD INVESTMENT LLC | CHICAGO, IL | $8.5M | 335,607 |
| DKM Wealth Management, Inc. | STOCKTON, CA | $5.2M | 206,695 |
| BLUE JEAN FINANCIAL LLC | ALBANY, NY | $2.9M | 113,106 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | LOUISVILLE, KY | $2.1M | 83,023 |
| AXXCESS WEALTH MANAGEMENT, LLC | CARLSBAD, CA | $1.1M | 43,140 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $1.0M | 40,888 |
| LPL Financial LLC | FORT MILL, SC | $897K | 35,428 |
| BELLEVUE ASSET MANAGEMENT, LLC | BELLEVUE, WA | $888K | 34,977 |
| Chicago Wealth Management, Inc. | CHICAGO, IL | $738K | 29,129 |
| Convergence Financial, LLC | COLUMBIA, MO | $703K | 27,703 |
| Acorn Wealth Advisors, LLC | Grand Blanc, MI | $534K | 21,052 |
| D.A. DAVIDSON & CO. | GREAT FALLS, MT | $419K | 16,500 |
| Royal Bank of Canada | TORONTO, A6 | $415K | 16,390 |
| Summit Financial, LLC | PARSIPPANY, NJ | $391K | 15,436 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $284K | 11,172 |