Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

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

Timothy Plan US Large/Mid Cap Core Enhanced ETF logo
$27.56 +0.51 (+1.89%)
As of 08/22/2025 04:10 PM Eastern
Compare

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
Get TPLE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Timothy Plan US Large/Mid Cap Core Enhanced ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

TPLE Institutional Buying and Selling by Quarter

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

Export to Excel
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%
5/7/2025 LPL Financial LLC62,185$1.58M0.0%N/A6.219%
5/7/2025 First Heartland Consultants Inc.14,110$358K0.0%-7.1%1.411%
4/24/2025 Sunbelt Securities Inc.28,346$719K0.1%+1.5%2.835%
4/22/2025 Cambridge Investment Research Advisors Inc.120,656$3.06M0.0%-3.9%12.066%
4/21/2025 LifeWealth Investments LLC8,786$223K0.1%N/A0.879%
4/18/2025 Optivise Advisory Services LLC10,334$262K0.1%+21.3%1.033%
3/24/2025 Mascagni Wealth Management Inc.1,433$37K0.0%N/A0.052%
2/18/2025 Sunbelt Securities Inc.27,934$715K0.1%-3.5%0.947%
2/18/2025 First Heartland Consultants Inc.15,184$388K0.0%-47.9%0.515%
2/14/2025 Optivise Advisory Services LLC8,522$218K0.1%-39.5%0.289%
2/10/2025 Creative Financial Designs Inc. ADV14,822$379K0.0%-4.0%0.502%
2/10/2025 EverSource Wealth Advisors LLC7,576$194K0.0%-14.8%0.257%
2/4/2025 IFP Advisors Inc16,224$415K0.0%+43.1%0.550%
11/14/2024 Flow Traders U.S. LLC10,073$264K0.0%N/A0.341%
11/5/2024 First Heartland Consultants Inc.29,161$765K0.1%-24.3%0.989%
10/28/2024 Creative Financial Designs Inc. ADV15,432$405K0.0%+1,527.8%0.523%
8/16/2024 Sunbelt Securities Inc.28,613$692K0.1%+14.6%0.970%
8/14/2024 EverSource Wealth Advisors LLC14,968$377K0.0%-14.8%0.507%
7/26/2024 Cambridge Investment Research Advisors Inc.128,246$3.10M0.0%-1.4%4.347%
7/25/2024 First Heartland Consultants Inc.38,506$931K0.1%-54.2%1.305%
6/11/2024 EverSource Wealth Advisors LLC17,570$417K0.0%-38.8%0.596%
4/25/2024 Cambridge Investment Research Advisors Inc.130,051$3.27M0.0%-4.3%4.409%
4/15/2024 Sunbelt Securities Inc.24,965$627K0.1%+8.6%0.846%
2/9/2024 EverSource Wealth Advisors LLC28,691$654K0.1%-28.1%1.083%
2/8/2024 First Heartland Consultants Inc.130,465$2.97M0.4%-13.8%4.923%
2/2/2024 Sound Financial Strategies Group LLC1,320$30K0.0%+173.9%0.050%
11/9/2023 First Heartland Consultants Inc.151,411$3.33M0.4%-6.0%5.714%
11/4/2023 EverSource Wealth Advisors LLC39,926$878K0.1%-23.5%1.507%
8/10/2023 Cetera Investment Advisers15,358$353K0.0%+13.2%0.580%
8/4/2023 EverSource Wealth Advisors LLC52,171$1.20M0.1%-23.4%1.969%
7/26/2023 First Heartland Consultants Inc.160,998$3.70M0.5%-2.4%5.963%
7/13/2023 Cambridge Investment Research Advisors Inc.135,839$3.12M0.0%+4.6%5.031%
5/22/2023 Arete Wealth Advisors LLC31,208$723K0.0%N/A1.156%
5/11/2023 Cambridge Investment Research Advisors Inc.129,813$3.01M0.0%+0.7%4.808%
5/11/2023 EverSource Wealth Advisors LLC68,087$1.58M0.2%+23.7%2.522%
This stock could leave NVDA in the dust (Ad)

Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast.tc pixel

Click to get the full details on Eric Fry's "Nvidia alternative" right here.
5/1/2023 Arete Wealth Advisors LLC31,208$723.11B0.1%N/A1.156%
4/28/2023 Ameritas Advisory Services LLC2,281$53K0.0%N/A0.084%
4/17/2023 First Heartland Consultants Inc.164,998$3.82M0.6%+4.0%6.111%
2/9/2023 EverSource Wealth Advisors LLC55,064$1.31M0.2%+12.0%2.039%
2/8/2023 Sunbelt Securities Inc.15,826$376K0.1%+4.1%0.586%
2/8/2023 Cambridge Investment Research Advisors Inc.128,894$3.06M0.0%+4.0%4.774%
2/7/2023 Commonwealth Equity Services LLC9,354$222K0.0%N/A0.346%
2/6/2023 Arete Wealth Advisors LLC31,201$740.84B0.1%N/A1.156%
1/13/2023 First Heartland Consultants Inc.158,641$3.77M0.6%+23.8%5.666%
11/7/2022 EverSource Wealth Advisors LLC49,174$1.15M0.3%+61.9%1.667%
10/20/2022 First Heartland Consultants Inc.128,093$2.99M0.3%+31.7%4.270%
10/17/2022 Cambridge Investment Research Advisors Inc.123,906$2.89M0.0%+26.2%4.130%
8/11/2022 Cetera Investment Advisers11,748$276K0.0%N/A0.405%
8/11/2022Cetera Advisor Networks LLC14,381$338K0.0%+43.6%0.496%
8/1/2022 EverSource Wealth Advisors LLC30,379$713K0.2%+97.2%1.048%
7/13/2022 Cambridge Investment Research Advisors Inc.98,196$2.31M0.0%+44.4%3.386%
7/12/2022 First Heartland Consultants Inc.97,245$2.29M0.4%+19.7%3.353%
5/25/2022 EverSource Wealth Advisors LLC15,407$394K0.1%+590.9%0.550%
5/12/2022 Cambridge Investment Research Advisors Inc.68,000$1.74M0.0%+522.5%2.429%
5/5/2022 Sound Financial Strategies Group LLC1,010$26K0.0%-91.0%0.036%
4/21/2022 First Heartland Consultants Inc.81,245$2.08M0.3%+283.2%2.954%
4/20/2022 Sigma Planning Corp31,054$795K0.0%-3.4%1.129%
2/3/2022 Cambridge Investment Research Advisors Inc.10,924$297K0.0%+10.3%0.412%
2/3/2022 Sound Financial Strategies Group LLC11,248$306K0.2%N/A0.424%
2/2/2022 Sigma Planning Corp32,152$875K0.0%N/A1.213%
1/26/2022 Creative 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.


Related Companies

This page (NYSEARCA:TPLE) was last updated on 8/23/2025 by MarketBeat.com Staff
From Our Partners
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsoredtc pixel
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
The $7 company helping Nvidia build the world’s first trillion-dollar robot …
Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profit...
Weiss Ratings | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Out of 18,347 Cryptocurrencies... This is the ONLY One
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsoredtc pixel
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsoredtc pixel