BLUEPRINT CHSPK MA TREND ETF TFPN
$30.41
-3.2% 52w: $22.45 – $32.66
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data22.4527.5532.66
Jun 20, 2025 Jul 2, 2026
Institutional holders
17
+1 QoQ
13F value
$205.0M
+10.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TFPN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Blueprint Investment Partners LLC | Wealth advisor | 3.4M | $95.6M | 9.8% | +2.4% |
| Blueprint Financial Advisors LLC | Wealth advisor | 3.0M | $83.9M | 12.4% | +2.2% |
| STAPP WEALTH MANAGEMENT, PLLC | Wealth advisor | 234.2K | $6.5M | 8.3% | +0.5% |
| Brightwater Advisory LLC | Wealth advisor | 211.1K | $5.9M | 3.9% | +3.2% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 206.6K | $5.7M | 0.3% | -0.9% |
| Spartan Planning & Wealth Management | Wealth advisor | 185.6K | $5.2M | 3.8% | +3.7% |
| Cetera Investment Advisers | Wealth advisor | 23.2K | $644K | 0.0% | New |
| Bellecapital International Ltd. ★2 | Fundamental diversified | 16.6K | $461K | 0.1% | +15.4% |
| Mutual Advisors, LLC | Wealth advisor | 12.6K | $350K | 0.0% | 0.0% |
| Prosperity Financial Group, Inc. | Wealth advisor | 9.2K | $257K | 0.1% | +16.8% |
| STEPHENS INC /AR/ | Diversified mechanical | 8.0K | $224K | 0.0% | -17.0% |
| Colonial Trust Co / SC | Diversified mechanical | 2.5K | $70K | 0.0% | +5.5% |
| Ascentis Wealth Management, LLC | Other | 1.7K | $47K | 0.0% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 1.4K | $39K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 239 | $7K | 0.0% | Held |
| CWM, LLC | Wealth advisor | 234 | $7K | 0.0% | Held |
| Solstein Capital, LLC | Wealth advisor | 24 | $667 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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