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Timothy Plan High Dividend Stock ETF (TPHD) Institutional Ownership

Timothy Plan High Dividend Stock ETF logo
$36.37 +0.59 (+1.65%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Timothy Plan High Dividend Stock ETF (NYSEARCA:TPHD)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$36.10M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$23.46M
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TPHD Institutional Buying and Selling by Quarter

Timothy Plan High Dividend Stock ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Mosaic Family Wealth Partners LLC20,018$753K0.1%+146.4%0.262%
5/2/2025SageOak Financial LLC14,232$535K0.5%-7.7%0.186%
5/1/2025 CWM LLC162,069$6.10M0.0%+18.2%2.119%
4/30/2025 49 Wealth Management LLC9,196$346K0.0%N/A0.120%
4/29/2025 Envestnet Asset Management Inc.75,199$2.83M0.0%+2.6%0.983%
4/29/2025 Strategic Blueprint LLC25,625$964K0.1%-14.1%0.335%
4/28/2025 Holcombe Financial Inc.6,990$263K0.2%+6.0%0.091%
4/23/2025 Creative Financial Designs Inc. ADV221,560$8.34M0.7%+3.1%2.896%
4/23/2025 Golden State Equity Partners6,142$231K0.0%-36.8%0.080%
4/23/2025 Win Advisors Inc.23,670$890K0.5%+3.1%0.309%
4/23/2025 Consolidated Portfolio Review Corp25,695$967K0.2%+1.3%0.336%
4/23/2025 Moneywise Inc.76,469$2.88M1.5%+34.7%1.000%
4/22/2025 Cambridge Investment Research Advisors Inc.93,462$3.52M0.0%+5.6%1.222%
4/21/2025 Envestnet Portfolio Solutions Inc.11,144$419K0.0%-6.1%0.146%
4/18/2025 Optivise Advisory Services LLC8,265$311K0.2%+11.6%0.108%
4/17/2025 Janney Montgomery Scott LLC6,105$230K0.0%N/A0.094%
4/15/2025 Christian Investment Advisors Inc.16,020$609K0.4%+4.1%0.246%
4/15/2025 Strategic Equity Management158,769$5.97M2.5%+22.5%2.443%
4/14/2025 Whitaker Myers Wealth Managers LTD.8,000$301K0.1%N/A0.123%
4/10/2025 TrueWealth Advisors LLC6,671$251K0.1%-58.3%0.103%
4/9/2025 RFG Advisory LLC8,784$330K0.0%N/A0.135%
4/7/2025 O Connor Financial Group LLC112,647$4.24M2.2%+0.3%1.733%
3/24/2025 Mascagni Wealth Management Inc.1,550$56K0.0%N/A0.024%
2/18/2025Mosaic Family Wealth Partners LLC8,123$295K0.0%N/A0.124%
2/18/2025First Heartland Consultants Inc.39,692$1.44M0.1%+18.6%0.606%
2/17/2025Vident Advisory LLC53,507$1.95M0.0%N/A0.817%
2/17/2025Cetera Investment Advisers44,504$1.62M0.0%-3.6%0.679%
2/17/2025Ameriprise Financial Inc.134,011$4.87M0.0%+9.2%2.046%
2/14/2025Keel Point LLC41,159$1.50M0.1%+22.0%0.628%
2/14/2025Jane Street Group LLC6,320$230K0.0%N/A0.096%
2/14/2025Stifel Financial Corp69,011$2.51M0.0%N/A1.054%
2/14/2025 Optivise Advisory Services LLC7,408$269K0.1%+6.8%0.113%
2/14/2025 Holcombe Financial Inc.6,594$240K0.2%N/A0.101%
2/13/2025NewEdge Advisors LLC1,500$55K0.0%-25.0%0.023%
2/13/2025 Master S Wealth Management Inc.16,643$605K0.3%N/A0.254%
2/13/2025CreativeOne Wealth LLC235,517$8.56M0.3%-12.0%3.596%
2/13/2025Raymond James Financial Inc.54,701$1.99M0.0%N/A0.835%
2/13/2025 Envestnet Asset Management Inc.73,314$2.67M0.0%+7.9%1.119%
2/12/2025OneAscent Financial Services LLC82,362$2.99M0.3%N/A1.257%
2/12/2025StoneX Group Inc.44,457$1.62M0.1%+4.9%0.679%
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2/12/2025OneAscent Wealth Management LLC45,035$1.64M0.7%+10.5%0.688%
2/12/2025Orion Portfolio Solutions LLC17,092$621K0.0%+117.4%0.261%
2/11/2025LPL Financial LLC431,528$15.69M0.0%+3.5%6.588%
2/11/2025SageOak Financial LLC15,427$561K0.5%N/A0.236%
2/10/2025 Creative Financial Designs Inc. ADV214,924$7.81M0.6%+0.9%3.281%
2/10/2025Harbour Investments Inc.2,438$89K0.0%+43.0%0.037%
2/10/2025Commonwealth Equity Services LLC26,277$955K0.0%+5.1%0.401%
2/10/2025Bare Financial Services Inc75,079$2.73M1.1%+3.3%1.146%
2/10/2025EverSource Wealth Advisors LLC103,256$3.75M0.2%+0.9%1.576%
2/7/2025Inspire Advisors LLC61,669$2.24M0.3%+8.4%0.942%
2/7/2025Independent Advisor Alliance18,191$661K0.0%N/A0.278%
2/7/2025Frontier Asset Management LLC127,431$4.63M1.5%-4.9%1.946%
2/7/2025 Strategic Equity Management129,569$4.71M2.0%+14.1%1.978%
2/6/2025Raymond James Financial Inc.54,701$1.99M0.0%N/A0.835%
2/6/2025Sound Financial Strategies Group LLC23,750$863K0.7%-2.1%0.363%
2/6/2025 LVZ Inc.64,043$2.33M0.3%+2.8%0.978%
2/6/2025Atria Investments Inc78,729$2.86M0.0%-39.1%1.202%
2/6/2025Jones Financial Companies Lllp3,853$140K0.0%+98.1%0.059%
2/5/2025 Christian Investment Advisors Inc.15,392$560K0.4%N/A0.235%
2/4/2025IFP Advisors Inc7,330$266K0.0%+42.7%0.112%
2/4/2025Midwest Capital Advisors LLC1,797$65K0.0%N/A0.027%
2/3/2025Turning Point Benefit Group Inc.10,994$402K0.4%N/A0.168%
2/3/2025 Centricity Wealth Management LLC2,119$77K0.1%N/A0.032%
1/27/2025 Financial Advocates Investment Management50,081$1.82M0.1%-2.9%0.765%
1/27/2025 Moneywise Inc.56,774$2.06M1.0%+18.2%0.867%
1/27/2025 Win Advisors Inc.22,965$835K0.4%-9.7%0.351%
1/24/2025HHM Wealth Advisors LLC8,568$311K0.0%-6.0%0.131%
1/24/2025 Golden State Equity Partners9,715$353K0.1%-3.4%0.148%
1/23/2025 Strategic Blueprint LLC29,836$1.09M0.1%-9.9%0.456%
1/21/2025Geneos Wealth Management Inc.32,073$1.17M0.0%+8.6%0.490%
1/15/2025 TrueWealth Advisors LLC15,995$582K0.2%+15.7%0.244%
1/13/2025 Brookstone Capital Management6,792$247K0.0%N/A0.104%
1/6/2025 O Connor Financial Group LLC112,320$4.08M2.1%+2.7%1.715%
11/15/2024Orion Portfolio Solutions LLC7,863$296K0.0%N/A0.120%
11/14/2024Arete Wealth Advisors LLC6,155$231K0.0%-50.6%0.094%
11/14/2024CreativeOne Wealth LLC267,774$10.10M0.3%+1.2%4.088%
11/12/2024StoneX Group Inc.42,392$1.60M0.1%+6.1%0.647%
11/8/2024EverSource Wealth Advisors LLC102,294$3.86M0.2%-9.4%1.562%
11/7/2024OneAscent Wealth Management LLC40,754$1.54M0.6%N/A0.622%
11/5/2024First Heartland Consultants Inc.33,478$1.26M0.1%+6.8%0.511%
11/4/2024Sigma Planning Corp11,845$447K0.0%-10.6%0.181%
11/1/2024Atria Investments Inc129,308$4.88M0.1%+14.3%1.974%
10/29/2024 TrueWealth Advisors LLC13,822$521K0.2%+17.7%0.211%
10/28/2024 Creative Financial Designs Inc. ADV212,991$8.03M0.7%-10.3%3.252%
10/24/2024J.W. Cole Advisors Inc.45,985$1.73M0.1%+2.2%0.702%
10/21/2024 Moneywise Inc.48,028$1.81M0.9%+15.2%0.733%
10/17/2024Inspire Advisors LLC56,916$2.15M0.3%+330.8%0.869%
10/8/2024 CWM LLC128,917$4.86M0.0%+27.6%1.968%
10/8/2024 O Connor Financial Group LLC109,342$4.12M2.2%+0.9%1.669%
10/8/2024 Dynamic Advisor Solutions LLC9,914$374K0.0%+29.7%0.151%
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8/22/2024Cetera Investment Advisers49,482$1.73M0.0%-13.2%0.755%
8/14/2024CreativeOne Wealth LLC264,606$9.26M0.5%-8.9%4.040%
8/14/2024EverSource Wealth Advisors LLC112,906$4.15M0.3%+11.3%1.724%
8/8/2024J.W. Cole Advisors Inc.45,006$1.58M0.1%-46.8%0.687%
8/8/2024Inspire Advisors LLC13,212$462K0.1%+3.8%0.202%
8/8/2024 Envestnet Asset Management Inc.76,841$2.69M0.0%+58.1%1.173%
8/8/2024Frontier Asset Management LLC160,450$5.61M2.0%-31.3%2.450%
8/1/2024 Consolidated Portfolio Review Corp25,429$890K0.2%+1.5%0.388%
7/31/2024 Strategic Equity Management105,765$3.70M2.4%-13.0%1.615%
7/31/2024Aptus Capital Advisors LLC2,914$102K0.0%N/A0.044%
(Data available from 1/1/2016 forward)

TPHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPHD shares?

During the previous two years, 83 institutional investors and hedge funds held shares of Timothy Plan High Dividend Stock ETF. The most heavily invested institutionals were LPL Financial LLC ($15.69M), CreativeOne Wealth LLC ($8.56M), Creative Financial Designs Inc. ADV ($8.34M), CWM LLC ($6.10M), Strategic Equity Management ($5.97M), Ameriprise Financial Inc. ($4.87M), and Frontier Asset Management LLC ($4.63M).Learn more on TPHD's institutional investors.

Which institutional investors have been buying Timothy Plan High Dividend Stock ETF stock?

Of the 79 institutional investors that purchased Timothy Plan High Dividend Stock ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atria Investments Inc ($537.93K), OneAscent Financial Services LLC ($442.81K), OneAscent Wealth Management LLC ($291.32K), LPL Financial LLC ($206.60K), EverSource Wealth Advisors LLC ($109.63K), Raymond James Financial Inc. ($109.40K), and CWM LLC ($87.03K).

How much institutional buying is happening at Timothy Plan High Dividend Stock ETF?

Institutional investors have bought a total of 2,850,864 shares in the last 24 months. This purchase volume represents approximately $94.21M in transactions.

Which Timothy Plan High Dividend Stock ETF major shareholders have been selling company stock?

Of the 30 institutional investors that sold Timothy Plan High Dividend Stock ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atria Investments Inc ($551.85K), Creative Financial Designs Inc. ADV ($174.78K), OneAscent Financial Services LLC ($122.41K), OneAscent Wealth Management LLC ($96.51K), CreativeOne Wealth LLC ($84.73K), Frontier Asset Management LLC ($79.55K), and Strategic Blueprint LLC ($43.95K).

How much institutional selling is happening at Timothy Plan High Dividend Stock ETF?

Institutional investors have sold a total of 1,364,270 shares in the last 24 months. This volume of shares sold represents approximately $46.93M in transactions.


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This page (NYSEARCA:TPHD) was last updated on 5/3/2025 by MarketBeat.com Staff
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