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Chesap Trend Follo FI in ETF (TFFI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Blueprint Investment Partners LLC
DECREASED
Shares1,753,473 from 1,785,321
Change-31,848 (-2%)
Value$38.2M (+$3.1M)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares976,157 from 954,087
Change+22,070 (+2%)
Value$21.3M (+$2.5M)
Filed 2026-10-28
Spartan Planning & Wealth Management
DECREASED
Shares361,036 from 367,245
Change-6,209 (-2%)
Value$7.9M (+$637.9K)
Filed 2026-10-13
Thompson David Blair
N/A
Shares— from 63,433
Change-63,433 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,974
Change-12,974 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,838
Change-12,838 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
Status
Blueprint Investment Partners LLC
DECREASED1,753,4731,785,321-31,848-2%$35.2M$38.2M+$3.1M2026-10-28
Blueprint Financial Advisors LLC
INCREASED976,157954,087+22,070+2%$18.8M$21.3M+$2.5M2026-10-28
Spartan Planning & Wealth Management
DECREASED361,036367,245-6,209-2%$7.2M$7.9M+$637.9K2026-10-13
Thompson David Blair
N/A—63,433-63,433-100%$1.2M———
Cetera Investment Advisers
N/A—12,974-12,974-100%$255.7K———
Envestnet Asset Management Inc
N/A—12,838-12,838-100%$253.0K———
UBS Group AG
N/A—2,914-2,914-100%$57.4K———
Showing 7 of 7 institutions