Free Trial
→ Everyone’s watching Nvidia right now. Here’s why I’m excited. (From Timothy Sykes) (Ad) Free TPHD Stock Alerts

Timothy Plan High Dividend Stock ETF (TPHD) Institutional Ownership

Timothy Plan High Dividend Stock ETF logo
$38.61 +0.11 (+0.29%)
As of 07/3/2025 05:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Timothy Plan High Dividend Stock ETF (NYSEARCA:TPHD)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$41.68M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$23.00M
Get TPHD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Timothy Plan High Dividend Stock ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

TPHD Institutional Buying and Selling by Quarter

Timothy Plan High Dividend Stock ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/9/2025Atria 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%
5/5/2025IFP 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%
5/1/2025CWM LLC162,069$6.10M0.0%+18.2%2.119%
4/30/202549 Wealth Management LLC9,196$346K0.0%N/A0.120%
4/29/2025Envestnet Asset Management Inc.75,199$2.83M0.0%+2.6%0.983%
4/29/2025Strategic Blueprint LLC25,625$964K0.1%-14.1%0.335%
4/28/2025Holcombe Financial Inc.6,990$263K0.2%+6.0%0.091%
4/23/2025Creative Financial Designs Inc. ADV221,560$8.34M0.7%+3.1%2.896%
4/23/2025Golden State Equity Partners6,142$231K0.0%-36.8%0.080%
4/23/2025Win Advisors Inc.23,670$890K0.5%+3.1%0.309%
4/23/2025Consolidated Portfolio Review Corp25,695$967K0.2%+1.3%0.336%
4/23/2025Moneywise Inc.76,469$2.88M1.5%+34.7%1.000%
4/22/2025Cambridge Investment Research Advisors Inc.93,462$3.52M0.0%+5.6%1.222%
4/21/2025Envestnet Portfolio Solutions Inc.11,144$419K0.0%-6.1%0.146%
4/18/2025Optivise Advisory Services LLC8,265$311K0.2%+11.6%0.108%
4/17/2025Janney 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%
4/14/2025Whitaker Myers Wealth Managers LTD.8,000$301K0.1%N/A0.123%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
4/10/2025TrueWealth Advisors LLC6,671$251K0.1%-58.3%0.103%
4/9/2025RFG Advisory LLC8,784$330K0.0%N/A0.135%
4/7/2025O 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%
2/14/2025Holcombe Financial Inc.6,594$240K0.2%N/A0.101%
2/13/2025NewEdge Advisors LLC1,500$55K0.0%-25.0%0.023%
2/13/2025Master 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%
2/13/2025Envestnet 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%
2/10/2025Creative 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%
2/7/2025Strategic 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%
2/6/2025LVZ 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%
2/5/2025Christian 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%
2/3/2025Centricity Wealth Management LLC2,119$77K0.1%N/A0.032%
1/27/2025Financial Advocates Investment Management50,081$1.82M0.1%-2.9%0.765%
1/27/2025Moneywise Inc.56,774$2.06M1.0%+18.2%0.867%
1/27/2025Win Advisors Inc.22,965$835K0.4%-9.7%0.351%
1/24/2025HHM Wealth Advisors LLC8,568$311K0.0%-6.0%0.131%
1/24/2025Golden State Equity Partners9,715$353K0.1%-3.4%0.148%
1/23/2025Strategic Blueprint LLC29,836$1.09M0.1%-9.9%0.456%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
1/21/2025Geneos Wealth Management Inc.32,073$1.17M0.0%+8.6%0.490%
1/15/2025TrueWealth Advisors LLC15,995$582K0.2%+15.7%0.244%
1/13/2025Brookstone Capital Management6,792$247K0.0%N/A0.104%
1/6/2025O 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%
(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, 88 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), Creative Financial Designs Inc. ADV ($8.34M), CWM LLC ($6.10M), Strategic Equity Management ($5.97M), OneAscent Financial Services LLC ($5.85M), Ameriprise Financial Inc. ($4.87M), and Frontier Asset Management LLC ($4.65M).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 84 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 ($537.93K), OneAscent Financial Services LLC ($515.86K), OneAscent Wealth Management LLC ($291.32K), LPL Financial LLC ($197.30K), Raymond James Financial Inc. ($109.40K), EverSource Wealth Advisors LLC ($108.93K), 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 1,130,576 shares in the last 24 months. This purchase volume represents approximately $41.68M 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), Frontier Asset Management LLC ($83.41K), Atria Investments Inc ($50.58K), Strategic Blueprint LLC ($41.54K), J.W. Cole Advisors Inc. ($39.57K), EverSource Wealth Advisors LLC ($24.84K), and Creative Financial Designs Inc. ADV ($24.57K).

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

Institutional investors have sold a total of 629,804 shares in the last 24 months. This volume of shares sold represents approximately $23.00M in transactions.


Related Companies

This page (NYSEARCA:TPHD) was last updated on 7/4/2025 by MarketBeat.com Staff
From Our Partners
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored
Crypto Is Pumping Again – Now Comes the Real Opportunity
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
379 passengers walked away from this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored