Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Timothy Plan (TPHD)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — TPHD

Based on 89 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TPHD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
89 hedge funds hold TPHD 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

52 buying38 selling
Last quarter: 52 funds bought or added vs 38 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 17 → 16 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 30% medium 22% new
42 out of 89 hedge funds have held TPHD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~11 new funds/quarter

6 → 11 → 17 → 16 → 11 new funds/Q
New funds entering each quarter: 11 → 17 → 16 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 51% veterans vs 30% newcomers

51% veterans 19% 1-2yr 30% new
Entry-cohort mix of 89 holders: 45 (51%) are 2+ year veterans, 17 entered 1–2 years ago, and 27 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
14 of 89 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — TPHD

In 2026 Q2, 52 hedge funds were net buyers of TPHD (11 opened a new position, 41 added to an existing one), while 38 reduced or exited (24 trimmed, 14 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 24% of total institutional value in TPHD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 89.

Hedge Fund Ownership: TPHD

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

Market Analysis: TPHD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TPHD

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: TPHD
89 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 89 92 -3.26%
13F Shares 4M 4M -1.03%
Total Value $155M $147M 4.8%
New Positions 11 16 -5
Increased Positions 41 40 +1
Closed Positions 14 12 +2
Reduced Positions 24 25 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TPHD

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Institutional Holders (2026 Q2)

89 + investors

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

QUARTER:
Top 25 TPHD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Christian Investment Advisors, Inc. 10.27% 411,912 $17.4M
2 Turning Point Benefit Group, Inc. 1.80% 99,122 $4.2M
3 Carlson Financial, INC. 1.24% 55,614 $2.1M
4 Sound Financial Strategies Group, LLC 0.96% 35,697 $1.5M
5 Family Wealth Partners, LLC 0.62% 47,433 $2.0M
6 Bare Financial Services, Inc 0.38% 39,535 $1.7M
7 WorthPointe, LLC 0.38% 35,509 $1.5M
8 Frontier Asset Management, LLC 0.31% 40,436 $1.7M
9 Westwood Holdings Group Inc 0.27% 858,500 $36.3M
10 O'Connor Financial Group LLC 0.27% 17,812 $753K
11 Win Advisors, Inc 0.22% 14,623 $618K
12 Creative Financial Designs Inc /Adv 0.16% 77,101 $3.3M
13 OneAscent Financial Services LLC 0.15% 76,247 $3.2M
14 First Heartland Consultants, Inc. 0.13% 46,788 $2.0M
15 Inspire Advisors, LLC 0.12% 41,397 $1.8M
16 LifeWealth Investments, LLC 0.10% 9,040 $382K
17 OneAscent Wealth Management LLC 0.08% 6,704 $283K
18 Allen Capital Group, LLC 0.06% 18,564 $785K
19 Benjamin Edwards Inc 0.05% 138,597 $5.9M
20 Summit Wealth Group LLC / Co 0.05% 14,409 $609K
21 EverSource Wealth Advisors, LLC 0.05% 35,043 $1.5M
22 LaSalle St. Investment Advisors, LLC 0.05% 9,310 $394K
23 J.W. Cole Advisors, INC. 0.04% 55,070 $2.3M
24 Kavar Capital Partners Group, LLC 0.04% 6,926 $293K
25 Geneos Wealth Management Inc. 0.03% 37,294 $1.6M
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 (TPHD)

What does the Smart Money Trend signal show for TPHD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TPHD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TPHD?

Slight buying edge — 58% buying: Last quarter: 52 funds bought or added vs 38 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.

What is the fund quality score for TPHD holders?

Strong quality — 24% AUM from major funds: 14 of 89 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TPHD?

47% of holders stayed for 2+ years: 42 out of 89 hedge funds have held TPHD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.

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