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Timothy Plan High Dividend Stock Enhanced ETF (TPHE) Institutional Ownership

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$24.41
+0.07 (+0.29%)
(As of 05/14/2024 ET)
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Institutional Ownership Changes (13F Filings) for Timothy Plan High Dividend Stock Enhanced ETF (NYSEARCA:TPHE)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$2.03M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.37M
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TPHE Institutional Buying and Selling by Quarter

Timothy Plan High Dividend Stock Enhanced ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.93,579$2.31M0.0%-4.7%3.172%
2/9/2024 Cambridge Investment Research Advisors Inc.98,152$2.22M0.0%-1.3%3.116%
2/9/2024 EverSource Wealth Advisors LLC26,079$590K0.1%-48.0%0.828%
2/8/2024 Financial Advocates Investment Management20,304$459K0.0%+6.7%0.645%
2/8/2024 First Heartland Consultants Inc.148,812$3.37M0.4%-14.2%4.724%
2/2/2024 Sound Financial Strategies Group LLC49,886$1.13M1.0%-43.0%1.584%
1/10/2024 Creative Financial Designs Inc. ADV83,513$1.89M0.2%-4.5%2.651%
11/13/2023 LPL Financial LLC321,576$7.08M0.0%+4.6%10.209%
11/9/2023 First Heartland Consultants Inc.173,518$3.82M0.5%+4.5%5.509%
11/6/2023 Sound Financial Strategies Group LLC87,529$1.93M1.6%-9.7%2.779%
11/4/2023 EverSource Wealth Advisors LLC50,191$1.11M0.1%-30.6%1.593%
10/24/2023 Cambridge Investment Research Advisors Inc.99,428$2.19M0.0%+2.3%3.156%
8/10/2023Cetera Advisor Networks LLC13,832$315K0.0%-3.8%0.439%
8/10/2023Cetera Investment Advisers12,727$289K0.0%+18.7%0.404%
8/7/2023 Sound Financial Strategies Group LLC96,902$2.20M1.6%-3.6%3.076%
8/4/2023 EverSource Wealth Advisors LLC72,272$1.64M0.2%-19.3%2.294%
7/31/2023 LPL Financial LLC307,357$6.99M0.0%+13.5%9.757%
7/26/2023 First Heartland Consultants Inc.166,043$3.78M0.5%+0.8%5.356%
7/26/2023 Creative Financial Designs Inc. ADV88,698$2.02M0.2%+3.1%2.861%
7/13/2023 Cambridge Investment Research Advisors Inc.97,167$2.21M0.0%+5.1%3.134%
5/22/2023Arete Wealth Advisors LLC16,849$397K0.0%N/A0.544%
5/11/2023 Cambridge Investment Research Advisors Inc.92,489$2.18M0.0%-3.1%2.984%
5/11/2023 EverSource Wealth Advisors LLC89,527$2.11M0.3%+12.2%2.888%
5/11/2023 Financial Advocates Investment Management13,840$326K0.0%+21.7%0.446%
5/10/2023 LPL Financial LLC270,806$6.38M0.0%+49.2%8.736%
5/2/2023 Sound Financial Strategies Group LLC100,565$2.37M1.6%-1.4%3.244%
5/1/2023Arete Wealth Advisors LLC16,849$396.71B0.0%N/A0.544%
4/28/2023Ameritas Advisory Services LLC3,046$72K0.0%N/A0.098%
4/25/2023 Creative Financial Designs Inc. ADV86,040$2.03M0.3%N/A2.775%
4/17/2023 First Heartland Consultants Inc.164,651$3.88M0.6%+17.5%5.581%
2/9/2023 EverSource Wealth Advisors LLC79,810$1.87M0.3%+12.7%2.705%
2/8/2023 Sunbelt Securities Inc.15,535$364K0.1%+13.3%0.527%
2/8/2023 Cambridge Investment Research Advisors Inc.95,488$2.24M0.0%+6.1%3.237%
2/7/2023 LPL Financial LLC181,483$4.26M0.0%N/A6.152%
2/7/2023IFP Advisors Inc3,878$98K0.0%+62.2%0.131%
2/6/2023Arete Wealth Advisors LLC16,849$395.31B0.0%N/A0.571%
1/30/2023 Sound Financial Strategies Group LLC101,945$2.39M1.7%-15.3%3.456%
1/13/2023 First Heartland Consultants Inc.140,087$3.29M0.5%+34.1%4.831%
11/9/2022 Sound Financial Strategies Group LLC120,331$2.70M4.0%+8.9%4.457%
11/8/2022IFP Advisors Inc2,391$65K0.0%+60.8%0.089%
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11/7/2022 EverSource Wealth Advisors LLC70,830$1.59M0.4%+55.2%2.623%
10/20/2022 First Heartland Consultants Inc.104,467$2.34M0.2%+198.8%3.799%
10/17/2022 Cambridge Investment Research Advisors Inc.90,003$2.02M0.0%+78.2%3.396%
8/11/2022Cetera Advisor Networks LLC13,854$340K0.0%+25.6%0.554%
8/1/2022 EverSource Wealth Advisors LLC45,639$1.12M0.3%+136.3%1.826%
7/25/2022 Sound Financial Strategies Group LLC110,521$2.71M2.1%+6,190.3%4.511%
7/13/2022 Cambridge Investment Research Advisors Inc.50,519$1.24M0.0%+86.6%2.062%
7/12/2022 First Heartland Consultants Inc.34,963$858K0.1%+174.0%1.427%
5/25/2022 EverSource Wealth Advisors LLC19,316$528K0.1%N/A0.878%
5/16/2022Frontier Asset Management LLC179,781$5.94M4.2%N/A8.362%
5/5/2022 Sound Financial Strategies Group LLC1,757$48K0.0%N/A0.082%
4/21/2022 First Heartland Consultants Inc.12,758$349K0.1%N/A0.593%
(Data available from 1/1/2016 forward)

TPHE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPHE shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Timothy Plan High Dividend Stock Enhanced ETF. The most heavily invested institutionals were LPL Financial LLC ($7.08M), Frontier Asset Management LLC ($5.94M), First Heartland Consultants Inc. ($3.37M), Cambridge Investment Research Advisors Inc. ($2.31M), Creative Financial Designs Inc. ADV ($1.89M), Sound Financial Strategies Group LLC ($1.13M), and EverSource Wealth Advisors LLC ($590K).Learn more on TPHE's institutional investors.

Which institutional investors have been buying Timothy Plan High Dividend Stock Enhanced ETF stock?

Of the 14 institutional investors that purchased Timothy Plan High Dividend Stock Enhanced ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($321.58K), Frontier Asset Management LLC ($179.78K), First Heartland Consultants Inc. ($160.76K), Sound Financial Strategies Group LLC ($118.57K), EverSource Wealth Advisors LLC ($89.53K), Creative Financial Designs Inc. ADV ($88.70K), and Cambridge Investment Research Advisors Inc. ($75.35K).

How much institutional buying is happening at Timothy Plan High Dividend Stock Enhanced ETF?

Institutional investors have bought a total of 1,100,656 shares in the last 24 months. This purchase volume represents approximately $26.60M in transactions.

Which Timothy Plan High Dividend Stock Enhanced ETF major shareholders have been selling company stock?

The following institutional investors have sold Timothy Plan High Dividend Stock Enhanced ETF stock in the last 24 months: Sound Financial Strategies Group LLC ($70.45K), EverSource Wealth Advisors LLC ($63.45K), First Heartland Consultants Inc. ($24.71K), Cambridge Investment Research Advisors Inc. ($8.85K), Creative Financial Designs Inc. ADV ($3.91K), and Cetera Advisor Networks LLC ($550.00).

How much institutional selling is happening at Timothy Plan High Dividend Stock Enhanced ETF?

Institutional investors have sold a total of 171,911 shares in the last 24 months. This volume of shares sold represents approximately $3.90M in transactions.


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This page (NYSEARCA:TPHE) was last updated on 5/14/2024 by MarketBeat.com Staff

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