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

$24.44 +0.06 (+0.25%)
As of 05/2/2025 04:10 PM Eastern
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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)
4
Total
Institutional Inflows
(last 12 months)
$1.01M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.85M
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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
4/24/2025 Sunbelt Securities Inc.3,286$84K0.0%N/A0.243%
4/23/2025 Creative Financial Designs Inc. ADV16,337$419K0.0%-26.4%1.210%
4/22/2025 Cambridge Investment Research Advisors Inc.73,937$1.90M0.0%-3.2%5.477%
4/18/2025 Optivise Advisory Services LLC10,492$269K0.2%+4.2%0.777%
2/18/2025First Heartland Consultants Inc.15,742$391K0.0%-48.4%0.552%
2/14/2025 Optivise Advisory Services LLC10,067$250K0.1%-45.2%0.353%
2/11/2025LPL Financial LLC112,290$2.79M0.0%-1.0%3.940%
2/10/2025 Creative Financial Designs Inc. ADV22,187$550K0.0%-19.5%0.778%
2/10/2025EverSource Wealth Advisors LLC4,765$118K0.0%-26.3%0.167%
2/3/2025Turning Point Benefit Group Inc.8,363$209K0.2%N/A0.293%
11/12/2024 Optivise Advisory Services LLC18,379$472K0.2%N/A0.645%
11/5/2024First Heartland Consultants Inc.30,530$784K0.1%-23.0%1.071%
10/28/2024 Creative Financial Designs Inc. ADV27,561$708K0.1%+48.5%0.967%
8/14/2024EverSource Wealth Advisors LLC13,230$331K0.0%-28.1%0.464%
7/26/2024 Cambridge Investment Research Advisors Inc.88,605$2.11M0.0%-5.3%3.109%
7/25/2024First Heartland Consultants Inc.39,630$946K0.1%-55.9%1.391%
6/11/2024EverSource Wealth Advisors LLC18,412$437K0.0%-29.4%0.646%
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%
2/9/2024EverSource Wealth Advisors LLC26,079$590K0.1%-48.0%0.828%
2/8/2024 Financial Advocates Investment Management20,304$459K0.0%+6.7%0.645%
2/8/2024First Heartland Consultants Inc.148,812$3.37M0.4%-14.2%4.724%
2/2/2024Sound 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%
11/13/2023LPL Financial LLC321,576$7.08M0.0%+4.6%10.209%
11/9/2023First Heartland Consultants Inc.173,518$3.82M0.5%+4.5%5.509%
11/6/2023Sound Financial Strategies Group LLC87,529$1.93M1.6%-9.7%2.779%
11/4/2023EverSource 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%
8/7/2023Sound Financial Strategies Group LLC96,902$2.20M1.6%-3.6%3.076%
8/4/2023EverSource Wealth Advisors LLC72,272$1.64M0.2%-19.3%2.294%
7/31/2023LPL Financial LLC307,357$6.99M0.0%+13.5%9.757%
7/26/2023First 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%
5/11/2023EverSource Wealth Advisors LLC89,527$2.11M0.3%+12.2%2.888%
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5/11/2023 Financial Advocates Investment Management13,840$326K0.0%+21.7%0.446%
5/10/2023LPL Financial LLC270,806$6.38M0.0%+49.2%8.736%
5/2/2023Sound 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%
4/28/2023 Ameritas Advisory Services LLC3,046$72K0.0%N/A0.098%
4/25/2023 Creative Financial Designs Inc. ADV86,040$2.03M0.3%N/A2.775%
4/17/2023First Heartland Consultants Inc.164,651$3.88M0.6%+17.5%5.581%
2/9/2023EverSource 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%
2/7/2023LPL 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%
1/30/2023Sound Financial Strategies Group LLC101,945$2.39M1.7%-15.3%3.456%
1/13/2023First Heartland Consultants Inc.140,087$3.29M0.5%+34.1%4.831%
11/9/2022Sound Financial Strategies Group LLC120,331$2.70M4.0%+8.9%4.457%
11/8/2022IFP Advisors Inc2,391$65K0.0%+60.8%0.089%
11/7/2022EverSource Wealth Advisors LLC70,830$1.59M0.4%+55.2%2.623%
10/20/2022First 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%
8/1/2022EverSource Wealth Advisors LLC45,639$1.12M0.3%+136.3%1.826%
7/25/2022Sound 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%
7/12/2022First Heartland Consultants Inc.34,963$858K0.1%+174.0%1.427%
5/25/2022EverSource Wealth Advisors LLC19,316$528K0.1%N/A0.878%
5/16/2022Frontier Asset Management LLC179,781$5.94M4.2%N/A8.362%
5/5/2022Sound Financial Strategies Group LLC1,757$48K0.0%N/A0.082%
4/21/2022First 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, 13 institutional investors and hedge funds held shares of Timothy Plan High Dividend Stock Enhanced ETF. The most heavily invested institutionals were LPL Financial LLC ($2.79M), Cambridge Investment Research Advisors Inc. ($1.90M), Sound Financial Strategies Group LLC ($1.13M), Financial Advocates Investment Management ($459K), Creative Financial Designs Inc. ADV ($419K), Arete Wealth Advisors LLC ($397K), and First Heartland Consultants Inc. ($391K).Learn more on TPHE's institutional investors.

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

Of the 11 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 ($140.09K), Optivise Advisory Services LLC ($18.80K), Arete Wealth Advisors LLC ($16.85K), Creative Financial Designs Inc. ADV ($11.66K), EverSource Wealth Advisors LLC ($9.72K), First Heartland Consultants Inc. ($8.87K), and Turning Point Benefit Group Inc. ($8.36K).

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

Institutional investors have bought a total of 230,327 shares in the last 24 months. This purchase volume represents approximately $5.42M 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: First Heartland Consultants Inc. ($98.84K), EverSource Wealth Advisors LLC ($78.00K), Sound Financial Strategies Group LLC ($50.68K), Cambridge Investment Research Advisors Inc. ($16.26K), Creative Financial Designs Inc. ADV ($15.14K), Optivise Advisory Services LLC ($8.31K), and LPL Financial LLC ($1.17K).

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

Institutional investors have sold a total of 268,938 shares in the last 24 months. This volume of shares sold represents approximately $6.29M in transactions.


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This page (NYSEARCA:TPHE) was last updated on 5/4/2025 by MarketBeat.com Staff
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