Go Pro
→ A letter from Shannon Stansberry (From Porter & Company) (Ad)tc pixel Free TPHE Stock Alerts

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

$26.19 +0.18 (+0.69%)
Closing price 10/3/2025
Extended Trading
$26.19 0.00 (0.00%)
As of 10/3/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Timothy Plan High Dividend Stock Enhanced ETF (NYSEARCA:TPHE)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$800.03K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$46.26K
Get TPHE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Timothy Plan High Dividend Stock Enhanced ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TPHE Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/17/2025 Turning Point Benefit Group Inc.20,268$528K0.3%+11.9%2.252%
11/17/2025Citadel Advisors LLC16,067$420K0.0%N/A1.785%
11/10/2025 First Heartland Consultants Inc.15,611$408K0.0%+6.0%1.735%
11/4/2025 Winnow Wealth LLC4,938$133K0.1%N/A0.549%
8/14/2025Raymond James Financial Inc.1,624$41K0.0%N/A0.162%
8/13/2025EverSource Wealth Advisors LLC3,443$87K0.0%-25.7%0.344%
8/4/2025Creative Financial Designs Inc. ADV15,693$395K0.0%-3.9%1.569%
7/31/2025 Turning Point Benefit Group Inc.18,108$456K0.3%+40.4%1.811%
7/21/2025Ameritas Advisory Services LLC6,771$170K0.0%N/A0.677%
5/7/2025LPL Financial LLC91,591$2.35M0.0%-18.4%6.785%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

5/7/2025First Heartland Consultants Inc.13,992$359K0.0%-11.1%1.036%
4/24/2025Sunbelt Securities Inc.3,286$84K0.0%N/A0.243%
4/23/2025Creative Financial Designs Inc. ADV16,337$419K0.0%-26.4%1.210%
4/22/2025Cambridge Investment Research Advisors Inc.73,937$1.90M0.0%-3.2%5.477%
4/18/2025Optivise Advisory Services LLC10,492$269K0.2%+4.2%0.777%
2/18/2025First Heartland Consultants Inc.15,742$391K0.0%-48.4%0.552%
2/14/2025Optivise Advisory Services LLC10,067$250K0.1%-45.2%0.353%
2/11/2025LPL Financial LLC112,290$2.79M0.0%-1.0%3.940%
2/10/2025Creative 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%
11/12/2024Optivise Advisory Services LLC18,379$472K0.2%N/A0.645%
11/5/2024First Heartland Consultants Inc.30,530$784K0.1%-23.0%1.071%
10/28/2024Creative Financial Designs Inc. ADV27,561$708K0.1%+48.5%0.967%
8/14/2024EverSource Wealth Advisors LLC13,230$331K0.0%-28.1%0.464%
7/26/2024Cambridge 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%
4/25/2024Cambridge Investment Research Advisors Inc.93,579$2.31M0.0%-4.7%3.172%
2/9/2024Cambridge 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%
2/8/2024Financial 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%
1/10/2024Creative 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%
10/24/2023Cambridge Investment Research Advisors Inc.99,428$2.19M0.0%+2.3%3.156%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

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%
7/26/2023Creative Financial Designs Inc. ADV88,698$2.02M0.2%+3.1%2.861%
7/13/2023Cambridge 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%
5/11/2023Cambridge 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%
5/11/2023Financial 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%
4/28/2023Ameritas Advisory Services LLC3,046$72K0.0%N/A0.098%
4/25/2023Creative 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%
2/8/2023Sunbelt Securities Inc.15,535$364K0.1%+13.3%0.527%
2/8/2023Cambridge 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%
10/17/2022Cambridge 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%
7/13/2022Cambridge 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%


TPHE Institutional Ownership - Frequently Asked Questions

During the previous two years, 12 institutional investors and hedge funds held shares of Timothy Plan High Dividend Stock Enhanced ETF. The most heavily invested institutionals were LPL Financial LLC ($2.35M), Cambridge Investment Research Advisors Inc. ($1.90M), Turning Point Benefit Group Inc. ($528K), Citadel Advisors LLC ($420K), First Heartland Consultants Inc. ($408K), Creative Financial Designs Inc. ADV ($395K), and Optivise Advisory Services LLC ($269K).Learn more on Timothy Plan High Dividend Stock Enhanced ETF's institutional investors.

Of the 9 institutional investors that purchased Timothy Plan High Dividend Stock Enhanced ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Optivise Advisory Services LLC ($18.80K), Citadel Advisors LLC ($16.07K), Turning Point Benefit Group Inc. ($15.74K), Creative Financial Designs Inc. ADV ($9.00K), Ameritas Advisory Services LLC ($6.77K), Winnow Wealth LLC ($4.94K), and Sunbelt Securities Inc. ($3.29K).

Institutional investors have bought a total of 30,887 shares in the last 24 months. This purchase volume represents approximately $800.03K in transactions.

The following institutional investors have sold Timothy Plan High Dividend Stock Enhanced ETF stock in the last 24 months: EverSource Wealth Advisors LLC ($1.19K), and Creative Financial Designs Inc. ADV ($644.00).

Institutional investors have sold a total of 1,838 shares in the last 24 months. This volume of shares sold represents approximately $46.26K in transactions.


Related Companies

This page (NYSEARCA:TPHE) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel