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

$24.81
+0.04 (+0.16%)
(As of 05/17/2024 08:54 PM ET)

Institutional Ownership Changes (13F Filings) for Timothy Plan US Large/Mid Cap Core Enhanced ETF (NYSEARCA:TPLE)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$971.38K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.82M
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TPLE Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
2/7/2023Commonwealth 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%
8/11/2022 Cetera 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%
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11/16/2021 Cetera 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, 10 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. ($3.27M), First Heartland Consultants Inc. ($2.97M), Arete Wealth Advisors LLC ($723K), EverSource Wealth Advisors LLC ($654K), Sunbelt Securities Inc. ($627K), Cetera Investment Advisers ($353K), and Cetera Advisor Networks LLC ($338K).Learn more on TPLE's institutional investors.

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

Of the 10 institutional investors that purchased Timothy Plan US Large/Mid Cap Core Enhanced ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arete Wealth Advisors LLC ($93.62K), First Heartland Consultants Inc. ($83.75K), Cambridge Investment Research Advisors Inc. ($67.84K), EverSource Wealth Advisors LLC ($65.86K), Cetera Investment Advisers ($13.54K), Commonwealth Equity Services LLC ($9.35K), and Cetera Advisor Networks LLC ($4.36K).

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

Institutional investors have bought a total of 344,028 shares in the last 24 months. This purchase volume represents approximately $8.09M in transactions.

Which Timothy Plan US Large/Mid Cap Core Enhanced ETF 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: EverSource Wealth Advisors LLC ($39.40K), First Heartland Consultants Inc. ($34.53K), and Cambridge Investment Research Advisors Inc. ($5.88K).

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

Institutional investors have sold a total of 79,810 shares in the last 24 months. This volume of shares sold represents approximately $1.82M in transactions.


This page (NYSEARCA:TPLE) was last updated on 5/20/2024 by MarketBeat.com Staff

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