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Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLE) Institutional Ownership

Timothy Plan US Large/Mid Cap Core Enhanced ETF logo
$27.42 -0.18 (-0.65%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Timothy Plan US Large/Mid Cap Core Enhanced ETF (NYSEARCA:TPLE)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$2.87M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.01M
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TPLE Institutional Buying and Selling by Quarter

Timothy Plan US Large/Mid Cap Core Enhanced ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025 EverSource Wealth Advisors LLC6,792$182K0.0%-8.6%1.045%
8/5/2025 Optivise Advisory Services LLC11,336$303K0.2%+9.7%1.744%
7/30/2025 LifeWealth Investments LLC12,953$347K0.1%+47.4%1.993%
7/24/2025 IFP Advisors Inc15,198$407K0.0%-5.3%2.338%
7/21/2025 Ameritas Advisory Services LLC2,679$72K0.0%N/A0.412%
5/7/2025LPL Financial LLC62,185$1.58M0.0%N/A6.219%
5/7/2025First Heartland Consultants Inc.14,110$358K0.0%-7.1%1.411%
4/24/2025Sunbelt Securities Inc.28,346$719K0.1%+1.5%2.835%
4/22/2025Cambridge Investment Research Advisors Inc.120,656$3.06M0.0%-3.9%12.066%
4/21/2025LifeWealth Investments LLC8,786$223K0.1%N/A0.879%
4/18/2025Optivise Advisory Services LLC10,334$262K0.1%+21.3%1.033%
3/24/2025Mascagni Wealth Management Inc.1,433$37K0.0%N/A0.052%
2/18/2025Sunbelt Securities Inc.27,934$715K0.1%-3.5%0.947%
2/18/2025First Heartland Consultants Inc.15,184$388K0.0%-47.9%0.515%
2/14/2025Optivise Advisory Services LLC8,522$218K0.1%-39.5%0.289%
2/10/2025Creative Financial Designs Inc. ADV14,822$379K0.0%-4.0%0.502%
2/10/2025EverSource Wealth Advisors LLC7,576$194K0.0%-14.8%0.257%
2/4/2025IFP Advisors Inc16,224$415K0.0%+43.1%0.550%
11/14/2024Flow Traders U.S. LLC10,073$264K0.0%N/A0.341%
11/5/2024First Heartland Consultants Inc.29,161$765K0.1%-24.3%0.989%
10/28/2024Creative Financial Designs Inc. ADV15,432$405K0.0%+1,527.8%0.523%
8/16/2024Sunbelt Securities Inc.28,613$692K0.1%+14.6%0.970%
8/14/2024EverSource Wealth Advisors LLC14,968$377K0.0%-14.8%0.507%
7/26/2024Cambridge Investment Research Advisors Inc.128,246$3.10M0.0%-1.4%4.347%
7/25/2024First Heartland Consultants Inc.38,506$931K0.1%-54.2%1.305%
6/11/2024EverSource Wealth Advisors LLC17,570$417K0.0%-38.8%0.596%
4/25/2024Cambridge Investment Research Advisors Inc.130,051$3.27M0.0%-4.3%4.409%
4/15/2024Sunbelt Securities Inc.24,965$627K0.1%+8.6%0.846%
2/9/2024EverSource Wealth Advisors LLC28,691$654K0.1%-28.1%1.083%
2/8/2024First Heartland Consultants Inc.130,465$2.97M0.4%-13.8%4.923%
2/2/2024Sound Financial Strategies Group LLC1,320$30K0.0%+173.9%0.050%
11/9/2023First Heartland Consultants Inc.151,411$3.33M0.4%-6.0%5.714%
11/4/2023EverSource Wealth Advisors LLC39,926$878K0.1%-23.5%1.507%
8/10/2023Cetera Investment Advisers15,358$353K0.0%+13.2%0.580%
8/4/2023EverSource Wealth Advisors LLC52,171$1.20M0.1%-23.4%1.969%
7/26/2023First Heartland Consultants Inc.160,998$3.70M0.5%-2.4%5.963%
7/13/2023Cambridge Investment Research Advisors Inc.135,839$3.12M0.0%+4.6%5.031%
5/22/2023Arete Wealth Advisors LLC31,208$723K0.0%N/A1.156%
5/11/2023Cambridge Investment Research Advisors Inc.129,813$3.01M0.0%+0.7%4.808%
5/11/2023EverSource Wealth Advisors LLC68,087$1.58M0.2%+23.7%2.522%
5/1/2023Arete Wealth Advisors LLC31,208$723.11B0.1%N/A1.156%
4/28/2023Ameritas Advisory Services LLC2,281$53K0.0%N/A0.084%
4/17/2023First Heartland Consultants Inc.164,998$3.82M0.6%+4.0%6.111%
2/9/2023EverSource Wealth Advisors LLC55,064$1.31M0.2%+12.0%2.039%
2/8/2023Sunbelt Securities Inc.15,826$376K0.1%+4.1%0.586%
2/8/2023Cambridge Investment Research Advisors Inc.128,894$3.06M0.0%+4.0%4.774%
2/7/2023Commonwealth Equity Services LLC9,354$222K0.0%N/A0.346%
2/6/2023Arete Wealth Advisors LLC31,201$740.84B0.1%N/A1.156%
1/13/2023First Heartland Consultants Inc.158,641$3.77M0.6%+23.8%5.666%
11/7/2022EverSource Wealth Advisors LLC49,174$1.15M0.3%+61.9%1.667%
10/20/2022First Heartland Consultants Inc.128,093$2.99M0.3%+31.7%4.270%
10/17/2022Cambridge Investment Research Advisors Inc.123,906$2.89M0.0%+26.2%4.130%
8/11/2022Cetera Investment Advisers11,748$276K0.0%N/A0.405%
8/11/2022Cetera Advisor Networks LLC14,381$338K0.0%+43.6%0.496%
8/1/2022EverSource Wealth Advisors LLC30,379$713K0.2%+97.2%1.048%
7/13/2022Cambridge Investment Research Advisors Inc.98,196$2.31M0.0%+44.4%3.386%
7/12/2022First Heartland Consultants Inc.97,245$2.29M0.4%+19.7%3.353%
5/25/2022EverSource Wealth Advisors LLC15,407$394K0.1%+590.9%0.550%
5/12/2022Cambridge Investment Research Advisors Inc.68,000$1.74M0.0%+522.5%2.429%
5/5/2022Sound Financial Strategies Group LLC1,010$26K0.0%-91.0%0.036%
4/21/2022First Heartland Consultants Inc.81,245$2.08M0.3%+283.2%2.954%
4/20/2022Sigma Planning Corp31,054$795K0.0%-3.4%1.129%
2/3/2022Cambridge Investment Research Advisors Inc.10,924$297K0.0%+10.3%0.412%
2/3/2022Sound Financial Strategies Group LLC11,248$306K0.2%N/A0.424%
2/2/2022Sigma Planning Corp32,152$875K0.0%N/A1.213%
1/26/2022Creative Financial Designs Inc. ADV2,350$64K0.0%N/A0.090%
11/16/2021Cetera Advisor Networks LLC10,018$245K0.0%N/A0.401%
(Data available from 1/1/2016 forward)

TPLE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPLE shares?

During the previous two years, 13 institutional investors and hedge funds held shares of Timothy Plan US Large/Mid Cap Core Enhanced ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($3.06M), LPL Financial LLC ($1.58M), Sunbelt Securities Inc. ($719K), IFP Advisors Inc ($407K), Creative Financial Designs Inc. ADV ($379K), First Heartland Consultants Inc. ($358K), and LifeWealth Investments LLC ($347K).Learn more on Timothy Plan US Large/Mid Cap Core Enhanced ETF's institutional investors.

Which institutional investors have been buying Timothy Plan US Large/Mid Cap Core Enhanced ETF's stock?

Of the 10 institutional investors that purchased Timothy Plan US Large/Mid Cap Core Enhanced ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($62.19K), Creative Financial Designs Inc. ADV ($14.48K), LifeWealth Investments LLC ($12.95K), Flow Traders U.S. LLC ($10.07K), Sunbelt Securities Inc. ($6.03K), IFP Advisors Inc ($4.89K), and Optivise Advisory Services LLC ($2.81K).

How much institutional buying is happening at Timothy Plan US Large/Mid Cap Core Enhanced ETF?

Institutional investors have bought a total of 111,921 shares in the last 24 months. This purchase volume represents approximately $2.87M in transactions.

Which of Timothy Plan US Large/Mid Cap Core Enhanced ETF's major shareholders have been selling company stock?

The following institutional investors have sold Timothy Plan US Large/Mid Cap Core Enhanced ETF stock in the last 24 months: First Heartland Consultants Inc. ($24.40K), Optivise Advisory Services LLC ($5.57K), Cambridge Investment Research Advisors Inc. ($4.96K), EverSource Wealth Advisors LLC ($1.96K), Sunbelt Securities Inc. ($1.01K), IFP Advisors Inc ($844.00), and Creative Financial Designs Inc. ADV ($610.00).

How much institutional selling is happening at Timothy Plan US Large/Mid Cap Core Enhanced ETF?

Institutional investors have sold a total of 39,349 shares in the last 24 months. This volume of shares sold represents approximately $1.01M in transactions.


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This page (NYSEARCA:TPLE) was last updated on 9/12/2025 by MarketBeat.com Staff
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