Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TIMOTHY PLAN (TPHE)

0 + Investors. Track Smart Money conviction in TPHE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — TPHE

Based on 16 hedge funds · latest filing: 2025 Q3 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
16 hedge funds hold TPHE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +45% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+45% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 2 quarters from the low — a sharp move.
🟡

Slight buying edge — 50% buying

9 buying9 selling
Last quarter: 9 funds bought or added vs 9 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 2 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
➡️

Steady discovery — ~4 new funds/quarter

3 → 6 → 2 → 3 → 4 new funds/Q
New funds entering each quarter: 6 → 2 → 3 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: TPHE

How many hedge funds hold TPHE — quarterly history vs. share price
Quarterly hedge fund ownership of TPHE vs. share price

Market Analysis: TPHE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TPHE

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: TPHE
2026 Q1 Stats Unlock in 14 days 0 + Investors

Track Smart Money conviction in TPHE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 0 16 -100.0%
13F Shares 0 239K -100.0%
Total Value $0 $6M -100.0%
New Positions 0 4 -4
Increased Positions 0 5 -5
Closed Positions 16 4 +12
Reduced Positions 0 5 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TPHE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

0 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TPHE. Verified SEC 13F-HR filings.

Top 16 institutional holders of TPHE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Turning Point Benefit Group, Inc. 0.32% 20,268 $528K
2 Optivise Advisory Services LLC 0.16% 10,168 $266K
3 WINNOW WEALTH LLC 0.10% 4,938 $133K
4 First Heartland Consultants, Inc. 0.03% 15,611 $408K
5 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% 15,884 $415K
6 Sound Financial Strategies Group, LLC 0.01% 406 $11K
7 Cambridge Investment Research Advisors, Inc. 0.01% 70,508 $1.8M
8 EverSource Wealth Advisors, LLC 0.00% 3,465 $90K
9 Wealth Watch Advisors, INC 0.00% 223 $6K
10 LPL Financial LLC 0.00% 73,771 $1.9M
11 Ameritas Advisory Services, LLC 0.00% 111 $3K
12 OSAIC HOLDINGS, INC. 0.00% 4,550 $118K
13 Advisory Services Network, LLC 0.00% 230 $6K
14 CITADEL ADVISORS LLC 0.00% 16,067 $420K
15 UBS Group AG 0.00% 2,763 $72K
16 MORGAN STANLEY 0.00% 1 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — TIMOTHY PLAN (TPHE)

What does the Smart Money Trend signal show for TPHE?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for TPHE?

Slight buying edge — 50% buying: Last quarter: 9 funds bought or added vs 9 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.