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Blueprint Chspk MA Trend ETF (TFPN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Blueprint Investment Partners LLC
INCREASED
Shares3,635,378 from 3,595,021
Change+40,357 (+1%)
Value$108.8M (-$4.5M)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares3,179,579 from 3,148,735
Change+30,844 (+1%)
Value$95.1M (-$4.1M)
Filed 2026-10-28
Stapp Wealth Management, Pllc
INCREASED
Shares235,771 from 234,460
Change+1,311 (+1%)
Value$7.1M (-$333.3K)
Filed 2026-10-15
Spartan Planning & Wealth Management
DECREASED
Shares194,748 from 202,807
Change-8,059 (-4%)
Value$5.8M (-$563.3K)
Filed 2026-10-13
Bellecapital International Ltd.
INCREASED
Shares45,699 from 19,965
Change+25,734 (+129%)
Value$1.4M (+$738.2K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
NEW
Shares28,253
Change+28,253
Value$845.3K
Filed 2026-10-21
Prosperity Financial Group, Inc.
DECREASED
Shares7,807 from 8,382
Change-575 (-7%)
Value$233.6K (-$30.5K)
Filed 2026-10-29
Zega Investments, LLC
DECREASED
Shares7,265 from 7,296
Change-31 (0%)
Value$217.4K (-$12.5K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
UNCHANGED
Shares1,674 from 1,674
Change0 (0%)
Value$50.1K (-$2.7K)
Filed 2026-11-03
Fifth Third Bancorp
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$13.6K (-$724)
Filed 2026-11-05
Harbour Investments, Inc.
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$2.5K (-$134)
Filed 2026-11-09
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 8,754
Change-8,754 (-100%)
Value$0 (-$275.8K)
Filed 2026-11-02
Solstein Capital, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$756)
Filed 2026-11-02
Brightwater Advisory LLC
N/A
Shares— from 204,218
Change-204,218 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 202,618
Change-202,618 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 22,227
Change-22,227 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 21,723
Change-21,723 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,549
Change-12,549 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,236
Change-7,236 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 327
Change-327 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 239
Change-239 (-100%)
Value—
Status
Blueprint Investment Partners LLC
INCREASED3,635,3783,595,021+40,357+1%$113.3M$108.8M-$4.5M2026-10-28
Blueprint Financial Advisors LLC
INCREASED3,179,5793,148,735+30,844+1%$99.2M$95.1M-$4.1M2026-10-28
Stapp Wealth Management, Pllc
INCREASED235,771234,460+1,311+1%$7.4M$7.1M-$333.3K2026-10-15
Spartan Planning & Wealth Management
DECREASED194,748202,807-8,059-4%$6.4M$5.8M-$563.3K2026-10-13
Bellecapital International Ltd.
INCREASED45,69919,965+25,734+129%$629.1K$1.4M+$738.2K2026-10-21
Wealthcare Advisory Partners LLC
NEW28,253—+28,253——$845.3K—2026-10-21
Prosperity Financial Group, Inc.
DECREASED7,8078,382-575-7%$264.1K$233.6K-$30.5K2026-10-29
Zega Investments, LLC
DECREASED7,2657,296-310%$229.9K$217.4K-$12.5K2026-11-04
Ascentis Wealth Management, LLC
UNCHANGED1,6741,67400%$52.7K$50.1K-$2.7K2026-11-03
Fifth Third Bancorp
UNCHANGED45645600%$14.4K$13.6K-$7242026-11-05
Harbour Investments, Inc.
UNCHANGED848400%$2.6K$2.5K-$1342026-11-09
Commonwealth Equity Services, LLC
CLOSED08,754-8,754-100%$275.8K$0-$275.8K2026-11-02
Solstein Capital, LLC
CLOSED024-24-100%$756$0-$7562026-11-02
Brightwater Advisory LLC
N/A—204,218-204,218-100%$6.4M———
Ausdal Financial Partners, Inc.
N/A—202,618-202,618-100%$6.4M———
Thompson David Blair
N/A—22,227-22,227-100%$700.3K———
Cetera Investment Advisers
N/A—21,723-21,723-100%$684.5K———
Mutual Advisors, LLC
N/A—12,549-12,549-100%$395.4K———
Stephens Inc
N/A—7,236-7,236-100%$228.0K———
Colonial Trust Co / SC
N/A—3,298-3,298-100%$103.9K———
Wells Fargo & Company
N/A—327-327-100%$10.3K———
Morgan Stanley
N/A—239-239-100%$7.5K———
Showing 22 of 22 institutions