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Blueprint Chesapeake Multi-Asset Trend ETF

18 hedge funds and large institutions have $163M invested in Blueprint Chesapeake Multi-Asset Trend ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 7 closing their positions.

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.24%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
8
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BIP
1
Blueprint Investment Partners
North Carolina
$75.2M 3,276,965 +39,565 +1%
BFA
2
Blueprint Financial Advisors
North Carolina
$66.1M 2,882,265 +13,697 +0.5%
SWM
3
Stapp Wealth Management
Washington
$5.17M 225,412 -3,832 -2%
BA
4
Brightwater Advisory
Florida
$4.42M 192,696 +9,436 +5%
AFP
5
Ausdal Financial Partners
Iowa
$4.32M 188,283 +28,497 +18%
SPWM
6
Spartan Planning & Wealth Management
North Carolina
$3.84M 167,434 +12,250 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.25M 97,991 +768 +0.8%
MA
8
Mutual Advisors
Nebraska
$392K 16,783 +805 +5%
Jane Street
9
Jane Street
New York
$366K 15,953 +15,953 New
B
10
Bellecapital
Switzerland
$306K 13,339
MWM
11
Maridea Wealth Management
New York
$210K 9,159 -5,940 -39%
CT
12
Colonial Trust
South Carolina
$80.5K 3,530 +243 +7%
OWP
13
ORG Wealth Partners
Texas
$62K 2,709 -22,187 -89%
UBS Group
14
UBS Group
Switzerland
$22.4K 978 +978 New
Morgan Stanley
15
Morgan Stanley
New York
$11.2K 488
EWA
16
EverSource Wealth Advisors
Alabama
$7.69K 335 +335 New
TRCT
17
Tower Research Capital (TRC)
New York
$1.79K 78 +78 New
SC
18
Solstein Capital
California
$551 24
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
-21,709 Closed
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
-15,571 Closed
AWS
21
Atria Wealth Solutions
New York
-15,129 Closed
AWM
22
AE Wealth Management
Kansas
-14,495 Closed
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
-11,784 Closed
Bank of America
24
Bank of America
North Carolina
-1,010 Closed
OP
25
ORG Partners
Indiana
-79 Closed