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TFFI Institutional Ownership

Chesapeake Trend-Following Fixed Income ETF
1W: -0.8% 1M: +3.1% 3M: +9.2% YTD: -13.6%
$21.59
+0.00 (+0.00%)
 
Weekly Expected Move ±2.2%
$21 $21 $22 $22 $23
ETF AMEX · AUM $149.4M

Institutional Ownership — TFFI

8
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
63M
Total Invested
3
New Positions
4
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (8 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Blueprint Investment Partners LLC 1,785,321 39M +227,971 +14.6% 2Q SEC ↗
2 Blueprint Financial Advisors LLC 954,087 21M +143,774 +17.7% 2Q SEC ↗
3 Spartan Planning & Wealth Management 367,245 8M +39,662 +12.1% 2Q SEC ↗
4 Thompson David Blair 63,433 1M +304 +0.5% 2Q SEC ↗
5 Cetera Investment Advisers NEW 12,974 280K — +0.0% 1Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC NEW 12,838 277K — +0.0% 1Q SEC ↗
7 UBS Group AG NEW 2,914 63K — +0.0% 1Q SEC ↗
8 CITADEL ADVISORS LLC 0 0K -22,444 -100.0% 1Q SEC ↗

Recent Activity

New Positions (3)
HolderSharesValue
Cetera Investment Advisers 12,974 280K
ENVESTNET ASSET MANAGEMENT INC 12,838 277K
UBS Group AG 2,914 63K
Sold Out (1)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 22,444 485K
Biggest Increases (4)
HolderAddedChange %Total Shares
Blueprint Investment Partners LLC +227,971 +14.6% 1,785,321
Blueprint Financial Advisors LLC +143,774 +17.7% 954,087
Spartan Planning & Wealth Managemen +39,662 +12.1% 367,245
Thompson David Blair +304 +0.5% 63,433
Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms