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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
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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)
6
Total
Institutional Inflows
(last 12 months)
$970.46K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$46.26K
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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
11/17/2025 Turning Point Benefit Group Inc.20,268$528K0.3%+11.9%2.252%
11/17/2025 Citadel 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%
8/14/2025 Raymond James Financial Inc.1,624$41K0.0%N/A0.162%
8/13/2025 EverSource Wealth Advisors LLC3,443$87K0.0%-25.7%0.344%
8/4/2025 Creative 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%
7/21/2025 Ameritas Advisory Services LLC6,771$170K0.0%N/A0.677%
5/7/2025LPL Financial LLC91,591$2.35M0.0%-18.4%6.785%
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%
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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%
4/21/2022First Heartland Consultants Inc.12,758$349K0.1%N/A0.593%


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 37,658 shares in the last 24 months. This purchase volume represents approximately $970.46K 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.


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This page (NYSEARCA:TPHE) was last updated on 5/26/2026 by MarketBeat.com Staff.
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