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Timothy Plan High Dividend Stock ETF (TPHD) Institutional Ownership

Timothy Plan High Dividend Stock ETF logo
$38.39 -0.06 (-0.16%)
Closing price 04:10 PM Eastern
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$38.38 -0.01 (-0.01%)
As of 07:43 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)
60
Total
Institutional Inflows
(last 12 months)
$41.95M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$31.49M
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TPHD Institutional Buying and Selling by Quarter

Timothy Plan High Dividend Stock ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2025Optivise Advisory Services LLC8,920$337K0.2%+7.9%0.112%
8/4/2025 Creative Financial Designs Inc. ADV88,765$3.36M0.2%-59.9%1.117%
8/4/2025 Atria Investments Inc45,362$1.72M0.0%+7.9%0.571%
7/31/2025 Turning Point Benefit Group Inc.26,506$1.00M0.8%+32.5%0.333%
7/30/2025 Strategic Blueprint LLC20,984$793K0.0%-18.1%0.264%
7/28/2025 Harbour Investments Inc.1,873$71K0.0%-17.0%0.024%
7/28/2025 Kiker Wealth Management LLC2,000$76K0.0%-15.8%0.025%
7/28/2025 RFG Advisory LLC10,660$403K0.0%+21.4%0.134%
7/25/2025 Atria Wealth Solutions Inc.11,254$434K0.0%+45.4%0.142%
7/25/2025 CWM LLC166,396$6.29M0.0%+2.7%2.093%
7/24/2025 IFP Advisors Inc21,750$822K0.0%+160.6%0.274%
7/21/2025 Ameritas Advisory Services LLC660$25K0.0%N/A0.008%
7/16/2025 Moneywise Inc.19,995$756K0.4%-73.9%0.252%
7/14/2025 Golden State Equity Partners5,864$222K0.0%-4.5%0.074%
7/10/2025 Oliver Lagore Vanvalin Investment Group1,658$62K0.0%N/A0.021%
7/7/2025 O Connor Financial Group LLC17,850$689K0.3%-84.2%0.225%
6/27/2025Goldman Sachs Group Inc.41,563$1.56M0.0%N/A0.513%
5/21/2025Geneos Wealth Management Inc.35,102$1.32M0.0%+9.4%0.453%
5/19/2025Jane Street Group LLC6,605$248K0.0%+4.5%0.085%
5/16/2025Goldman Sachs Group Inc.41,563$1.56M0.0%N/A0.536%
5/14/2025CreativeOne Wealth LLC11,150$419K0.0%-95.3%0.144%
5/14/2025Kestra Advisory Services LLC65,909$2.48M0.0%-3.2%0.850%
5/13/2025EverSource Wealth Advisors LLC89,028$3.35M0.2%-13.8%1.149%
5/12/2025Bare Financial Services Inc79,760$3.00M1.2%+6.2%1.029%
5/12/2025LaSalle St. Investment Advisors LLC6,228$234K0.1%+7.0%0.080%
5/9/2025 Atria Wealth Solutions Inc.7,739$291K0.0%N/A0.101%
5/9/2025Sound Financial Strategies Group LLC31,204$1.17M1.0%+31.4%0.408%
5/7/2025N.E.W. Advisory Services LLC6,376$240K0.0%N/A0.083%
5/7/2025Foundations Investment Advisors LLC6,009$226K0.0%N/A0.079%
5/7/2025Frontier Asset Management LLC123,575$4.65M1.3%-3.0%1.615%
5/7/2025LPL Financial LLC452,110$17.01M0.0%+4.8%5.910%
5/7/2025Inspire Advisors LLC77,441$2.91M0.3%+25.6%1.012%
5/7/2025First Heartland Consultants Inc.34,187$1.29M0.1%-13.9%0.447%
5/6/2025Cetera Investment Advisers47,374$1.78M0.0%+6.4%0.619%
5/5/2025OneAscent Wealth Management LLC43,796$1.65M0.7%-2.8%0.572%
5/5/2025 IFP Advisors Inc8,345$314K0.0%+13.8%0.109%
5/5/2025OneAscent Financial Services LLC155,414$5.85M0.4%+88.7%2.032%
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%
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4/30/202549 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%
4/23/2025Win 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%
4/18/2025Optivise Advisory Services LLC8,265$311K0.2%+11.6%0.108%
4/17/2025 Janney Montgomery Scott LLC6,105$230K0.0%N/A0.094%
4/15/2025Christian Investment Advisors Inc.16,020$609K0.4%+4.1%0.246%
4/15/2025Strategic 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%
3/24/2025Mascagni 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%
2/14/2025Optivise 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%
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%
2/10/2025 Harbour 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%
2/7/2025Strategic Equity Management129,569$4.71M2.0%+14.1%1.978%
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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%
2/6/2025 Atria Investments Inc78,729$2.86M0.0%-39.1%1.202%
2/6/2025Jones Financial Companies Lllp3,853$140K0.0%+98.1%0.059%
2/5/2025Christian Investment Advisors Inc.15,392$560K0.4%N/A0.235%
2/4/2025 IFP Advisors Inc7,330$266K0.0%+42.7%0.112%
2/4/2025 Midwest Capital Advisors LLC1,797$65K0.0%N/A0.027%
2/3/2025 Turning Point Benefit Group Inc.10,994$402K0.4%N/A0.168%
2/3/2025 Centricity Wealth Management LLC2,119$77K0.1%N/A0.032%
(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, 87 institutional investors and hedge funds held shares of Timothy Plan High Dividend Stock ETF. The most heavily invested institutionals were LPL Financial LLC ($17.01M), CWM LLC ($6.29M), Strategic Equity Management ($5.97M), OneAscent Financial Services LLC ($5.85M), Ameriprise Financial Inc. ($4.87M), Frontier Asset Management LLC ($4.65M), and Cambridge Investment Research Advisors Inc. ($3.52M).Learn more on Timothy Plan High Dividend Stock ETF's institutional investors.

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

Of the 82 institutional investors that purchased Timothy Plan High Dividend Stock ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atria Investments Inc ($541.26K), OneAscent Financial Services LLC ($515.86K), OneAscent Wealth Management LLC ($291.32K), Raymond James Financial Inc. ($109.40K), EverSource Wealth Advisors LLC ($93.30K), CWM LLC ($88.23K), and LPL Financial LLC ($83.46K).

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

Institutional investors have bought a total of 1,135,228 shares in the last 24 months. This purchase volume represents approximately $41.95M in transactions.

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

Of the 26 institutional investors that sold Timothy Plan High Dividend Stock ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CreativeOne Wealth LLC ($282.54K), Creative Financial Designs Inc. ADV ($157.36K), O Connor Financial Group LLC ($94.80K), Frontier Asset Management LLC ($83.41K), Moneywise Inc. ($56.47K), Atria Investments Inc ($50.58K), and J.W. Cole Advisors Inc. ($39.57K).

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

Institutional investors have sold a total of 849,226 shares in the last 24 months. This volume of shares sold represents approximately $31.49M in transactions.



This page (NYSEARCA:TPHD) was last updated on 8/5/2025 by MarketBeat.com Staff
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