TFPN Institutional Ownership & Shareholders
BLUEPRINT CHSPK MA TREND ETF (TFPN) is currently held by 20 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $233.77M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Blueprint Investment Partners Llc is currently the largest disclosed institutional shareholder of TFPN tracked by InsiderSet, reporting ownership valued at approximately $108.77M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $102.94M, representing an estimated loss of -5.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed TFPN value among the investors covered in this analysis. Major shareholders include Blueprint Investment Partners Llc, Blueprint Financial Advisors Llc, Stapp Wealth Management, Pllc, and several other long-term asset managers with concentrated positions in BLUEPRINT CHSPK MA TREND ETF (TFPN).
This page ranks the largest institutional TFPN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
20
Total Reported Value
$233.77M
Largest Holder
Blueprint Investment Partners Llc
Largest Position
$108.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blueprint Investment Partners Llc | 8.75% | 3,635,378 | $108,770,505 | $102,936,455 | -$5,834,050 | -5.36% | |
| Blueprint Financial Advisors Llc | 10.16% | 3,179,579 | $95,133,004 | $90,030,415 | -$5,102,589 | -5.36% | |
| Stapp Wealth Management, Pllc | 9.13% | 235,771 | $7,054,268 | $6,675,903 | -$378,365 | -5.36% | |
| Brightwater Advisory Llc | 4.07% | 204,218 | $6,434,664 | $5,782,474 | -$652,190 | -10.14% | |
| Ausdal Financial Partners, Inc. | 0.25% | 202,618 | $6,384,238 | $5,737,169 | -$647,069 | -10.14% | |
| Spartan Planning & Wealth Management | 3.80% | 194,748 | $5,826,849 | $5,514,329 | -$312,520 | -5.36% | |
| Bellecapital International Ltd. | 0.20% | 45,699 | $1,367,314 | $1,293,976 | -$73,338 | -5.36% | |
| Wealthcare Advisory Partners Llc | 0.01% | 28,253 | $845,340 | $799,989 | -$45,351 | -5.36% | |
| Cetera Investment Advisers | 0.00% | 21,723 | $684,466 | $615,091 | -$69,375 | -10.14% | |
| Mutual Advisors, Llc | 0.01% | 12,549 | $395,400 | $355,327 | -$40,073 | -10.13% | |
| Prosperity Financial Group, Inc. | 0.07% | 7,807 | $233,585 | $221,057 | -$12,528 | -5.36% | |
| Stephens Inc | 0.00% | 7,236 | $227,998 | $204,889 | -$23,109 | -10.14% | |
| Zega Investments, Llc | 0.04% | 7,265 | $217,369 | $205,710 | -$11,659 | -5.36% | |
| Colonial Trust Co / Sc | 0.01% | 3,298 | $103,916 | $93,384 | -$10,532 | -10.14% | |
| Ascentis Wealth Management, Llc | 0.01% | 1,674 | $50,085 | $47,400 | -$2,685 | -5.36% | |
| Fifth Third Bancorp | 0.00% | 456 | $13,644 | $12,912 | -$732 | -5.37% | |
| Wells Fargo & Company/Mn | 0.00% | 327 | $10,303 | $9,259 | -$1,044 | -10.13% | |
| Morgan Stanley | 0.00% | 239 | $7,531 | $6,767 | -$764 | -10.14% | |
| Cwm, Llc | 0.00% | 234 | $6,508 | $6,626 | +$118 | +1.81% | |
| Harbour Investments, Inc. | 0.00% | 84 | $2,513 | $2,378 | -$135 | -5.35% |
Frequently asked questions about TFPN
Who are the largest institutional holders of TFPN?
The largest institutional holders of TFPN reported in the latest SEC Form 13F filings include Blueprint Investment Partners Llc, Blueprint Financial Advisors Llc, Stapp Wealth Management, Pllc, Brightwater Advisory Llc, and Ausdal Financial Partners, Inc.. InsiderSet ranks institutional holders by their latest reported TFPN position.
What is TFPN institutional ownership?
This page tracks TFPN positions reported by institutional investment managers through SEC Form 13F. BLUEPRINT CHSPK MA TREND ETF (TFPN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TFPN?
InsiderSet currently tracks 20 institutional managers reporting TFPN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TFPN shareholders.
How much TFPN stock do institutions own?
Institutional investment managers disclosed approximately $233.77M in TFPN holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TFPN institutional ownership last updated?
The latest TFPN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TFPN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TFPN position after the reporting date.
Are institutions buying or selling TFPN?
Institutional buying and selling can be analyzed by comparing TFPN positions across consecutive 13F reporting periods. InsiderSet's TFPN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TFPN ownership changes.
How has TFPN institutional ownership changed over time?
InsiderSet tracks TFPN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.