TFPN Institutional Ownership
Blueprint Chesapeake Multi-Asset Trend ETF
1W: -1.1%
1M: -1.0%
3M: -2.2%
YTD: +15.1%
1Y: +20.3%
3Y: +22.1%
$29.99
+0.36 (+1.21%)
Weekly Expected Move ±1.0%
$29
$30
$30
$30
$31
Overview
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Institutional Ownership — TFPN
21
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
243M
Total Invested
4
New Positions
6
Increased
8
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (23 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Blueprint Investment Partners LLC | 3,595,021 | 108M | +155,980 | +4.5% | 12Q | SEC ↗ |
| 2 | Blueprint Financial Advisors LLC | 3,148,735 | 94M | +130,562 | +4.3% | 6Q | SEC ↗ |
| 3 | STAPP WEALTH MANAGEMENT, PLLC | 234,460 | 7M | +265 | +0.1% | 11Q | SEC ↗ |
| 4 | Brightwater Advisory LLC | 204,218 | 6M | -6,873 | -3.3% | 9Q | SEC ↗ |
| 5 | Spartan Planning & Wealth Management | 202,807 | 6M | +17,170 | +9.2% | 7Q | SEC ↗ |
| 6 | Ausdal Financial Partners, Inc. | 202,618 | 6M | -4,002 | -1.9% | 8Q | SEC ↗ |
| 7 | Thompson David Blair | 22,227 | 667K | -988 | -4.3% | 3Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 21,723 | 651K | -1,432 | -6.2% | 2Q | SEC ↗ |
| 9 | Bellecapital International Ltd. | 19,965 | 599K | +3,381 | +20.4% | 8Q | SEC ↗ |
| 10 | Mutual Advisors, LLC | 12,549 | 376K | -53 | -0.4% | 10Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 8,754 | 263K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Prosperity Financial Group, Inc. | 8,382 | 251K | -853 | -9.2% | 3Q | SEC ↗ |
| 13 | ZEGA Investments, LLC NEW | 7,296 | 219K | — | +0.0% | 1Q | SEC ↗ |
| 14 | STEPHENS INC /AR | 7,236 | 217K | -809 | -10.1% | 4Q | SEC ↗ |
| 15 | Colonial Trust Co / SC | 3,298 | 99K | +771 | +30.5% | 12Q | SEC ↗ |
| 16 | Ascentis Wealth Management, LLC | 1,674 | 50K | — | +0.0% | 8Q | SEC ↗ |
| 17 | FIFTH THIRD BANCORP | 456 | 14K | -934 | -67.2% | 2Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN NEW | 327 | 10K | — | +0.0% | 1Q | SEC ↗ |
| 19 | MORGAN STANLEY | 239 | 7K | — | +0.0% | 11Q | SEC ↗ |
| 20 | CWM, LLC | 234 | 7K | — | +0.0% | 3Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. NEW | 84 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Solstein Capital, LLC | 24 | 1K | — | +0.0% | 6Q | SEC ↗ |
| 23 | JANE STREET GROUP, LLC | 0 | 0K | -34,808 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 8,754 | 263K |
| ZEGA Investments, LLC | 7,296 | 219K |
| WELLS FARGO & COMPANY/MN | 327 | 10K |
| HARBOUR INVESTMENTS, INC. | 84 | 3K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 34,808 | 1M |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Blueprint Investment Partners LLC | +155,980 | +4.5% | 3,595,021 |
| Blueprint Financial Advisors LLC | +130,562 | +4.3% | 3,148,735 |
| Spartan Planning & Wealth Managemen | +17,170 | +9.2% | 202,807 |
| Bellecapital International Ltd. | +3,381 | +20.4% | 19,965 |
| Colonial Trust Co / SC | +771 | +30.5% | 3,298 |
| STAPP WEALTH MANAGEMENT, PLLC | +265 | +0.1% | 234,460 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Brightwater Advisory LLC | -6,873 | -3.3% | 204,218 |
| Ausdal Financial Partners, Inc. | -4,002 | -1.9% | 202,618 |
| Cetera Investment Advisers | -1,432 | -6.2% | 21,723 |
| Thompson David Blair | -988 | -4.3% | 22,227 |
| FIFTH THIRD BANCORP | -934 | -67.2% | 456 |
| Prosperity Financial Group, Inc. | -853 | -9.2% | 8,382 |
| STEPHENS INC /AR | -809 | -10.1% | 7,236 |
| Mutual Advisors, LLC | -53 | -0.4% | 12,549 |