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Timothy Plan High Dividend Stock ETF (TPHD) Institutional Ownership

Timothy Plan High Dividend Stock ETF logo
$42.14 +0.05 (+0.12%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$53.88M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$49.00M
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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
5/5/2026Geneos Wealth Management Inc.33,763$1.40M0.0%+28.5%0.400%
4/30/2026 Kestra Advisory Services LLC19,962$826K0.0%-17.2%0.236%
4/28/2026 Ascentis Independent Advisors8,694$360K0.0%+3.9%0.103%
4/27/2026 BIP Wealth LLC4,890$202K0.0%N/A0.059%
4/27/2026 World Investment Advisors7,143$295K0.0%N/A0.086%
4/21/2026 LifeWealth Investments LLC8,129$336K0.1%+7.5%0.098%
4/20/2026 RFG Advisory LLC16,828$696K0.0%+13.6%0.203%
4/17/2026 Ocean Park Asset Management LLC41,795$1.73M0.1%N/A0.504%
4/16/2026 Kavar Capital Partners Group LLC5,841$242K0.0%+12.5%0.070%
4/16/2026 Park National Corp OH670$28K0.0%N/A0.008%
4/15/2026 Nations Financial Group Inc. IA ADV36,894$1.53M0.1%+30.6%0.445%
3/4/2026SHP Wealth Management922$36K0.0%N/A0.011%
2/17/2026Cetera Investment Advisers58,266$2.25M0.0%+1.1%0.715%
2/17/2026Kovack Advisors Inc.5,946$229K0.0%N/A0.073%
2/17/2026Osaic Holdings Inc.16,873$650K0.0%-36.1%0.207%
2/17/2026Regal Investment Advisors LLC7,112$274K0.0%N/A0.087%
2/17/2026Opal Capital LLC6,919$291K0.1%N/A0.085%
2/16/2026Arax Advisory Partners1,460$56K0.0%-45.4%0.018%
2/13/2026 Kestra Advisory Services LLC24,118$929K0.0%-20.5%0.296%
2/13/2026Inspire Advisors LLC97,547$3.76M0.3%-5.8%1.197%
2/13/2026 Mosaic Family Wealth Partners LLC22,966$885K0.1%+4.1%0.282%
2/12/2026 Commonwealth Equity Services LLC13,827$533K0.0%+4.4%0.170%
2/12/2026Kovack Advisors Inc.5,946$231K0.0%N/A0.073%
2/11/2026 Janney Montgomery Scott LLC8,167$315K0.0%+4.8%0.100%
2/11/2026Winnow Wealth LLC3,289$128K0.1%N/A0.040%
2/11/2026Focus Partners Advisor Solutions LLC28,607$1.10M0.0%-36.1%0.351%
2/11/2026LPL Financial LLC491,090$18.92M0.0%+8.2%6.026%
2/11/2026 OneAscent Wealth Management LLC20,941$807K0.3%-39.0%0.257%
2/11/2026 OneAscent Financial Services LLC77,452$2.98M0.3%-54.4%0.950%
2/11/2026 J.W. Cole Advisors Inc.53,087$1.99M0.0%+17.3%0.651%
2/10/2026Goldman Sachs Group Inc.46,344$1.79M0.0%-5.2%0.569%
2/10/2026Northwestern Mutual Wealth Management Co.4,820$186K0.0%+31.2%0.059%
2/10/2026Foundations Investment Advisors LLC15,634$602K0.0%+33.1%0.192%
2/9/2026 Strategic Equity Management27,930$1.08M0.4%+9.1%0.343%
2/6/2026EverSource Wealth Advisors LLC45,026$1.74M0.1%-12.1%0.552%
2/6/2026Bare Financial Services Inc20,239$780K0.2%+59.6%0.248%
2/6/2026 IFP Advisors Inc22,078$851K0.0%+2.7%0.271%
2/6/2026 Creative Financial Designs Inc. ADV107,660$4.15M0.3%+18.4%1.321%
2/6/2026PNC Financial Services Group Inc.29,035$1.12M0.0%+78.3%0.356%
2/6/2026 Envestnet Portfolio Solutions Inc.8,683$335K0.0%+24.2%0.107%
2/5/2026 Moneywise Inc.23,489$905K0.4%+7.8%0.288%
2/4/2026 Summit Wealth Group LLC Co.12,750$491K0.1%N/A0.156%
2/4/2026Independent Advisor Alliance8,568$330K0.0%N/A0.105%
2/4/2026 Win Advisors Inc.19,654$757K0.3%+8.1%0.241%
2/4/202649 Wealth Management LLC18,784$724K0.1%+63.1%0.230%
2/4/2026Frontier Asset Management LLC43,879$1.69M0.4%-1.8%0.538%
2/3/2026Sound Financial Strategies Group LLC29,209$1.13M0.8%+1.9%0.358%
2/3/2026 RFG Advisory LLC14,813$571K0.0%+23.0%0.182%
2/2/2026Benjamin Edwards Inc.43,376$1.67M0.0%N/A0.532%
1/30/2026Turning Point Benefit Group Inc.58,789$2.27M1.2%+112.6%0.721%
1/30/2026 Strategic Blueprint LLC7,918$305K0.0%-46.7%0.097%
1/29/2026 Golden State Equity Partners8,370$322K0.1%+37.3%0.103%
1/28/2026N.E.W. Advisory Services LLC3,469$134K0.0%+1,871.0%0.043%
1/28/2026Geneos Wealth Management Inc.26,281$1.01M0.0%+18.3%0.322%
1/26/2026 LifeWealth Investments LLC7,560$291K0.1%+6.4%0.093%
1/26/2026 Merit Financial Group LLC10,460$403K0.0%+13.4%0.128%
1/26/2026 O Connor Financial Group LLC18,073$728K0.3%+1.6%0.222%
1/26/2026 Nations Financial Group Inc. IA ADV28,254$1.09M0.1%N/A0.347%
1/26/2026CWM LLC157,019$6.05M0.0%+3.4%1.927%
1/26/2026WorthPointe LLC69,501$2.68M0.7%N/A0.853%
1/23/2026 Farther Finance Advisors LLC6,134$236K0.0%+59.2%0.075%
1/22/2026Christian Investment Advisors Inc.428,518$16.51M13.4%-0.6%5.226%
1/20/2026 Kavar Capital Partners Group LLC5,191$200K0.0%N/A0.063%
1/14/2026 Family Wealth Partners LLC27,255$1.05M0.4%+129.7%0.332%
1/9/2026 First Heartland Consultants Inc.54,810$2.11M0.2%+51.0%0.664%
1/8/2026 Wealth Enhancement Advisory Services LLC7,120$279K0.0%N/A0.086%
11/17/2025Turning Point Benefit Group Inc.27,654$1.09M0.7%+4.3%0.339%
11/17/2025Susquehanna International Group LLP10,727$422K0.0%-74.5%0.132%
11/17/2025Northwestern Mutual Wealth Management Co.3,675$145K0.0%+20.6%0.045%
11/17/2025Mercer Global Advisors Inc. ADV5,217$205K0.0%N/A0.064%
11/17/2025Citadel Advisors LLC10,888$428K0.0%N/A0.134%
11/17/2025Ameriprise Financial Inc.114,226$4.49M0.0%-9.3%1.402%
11/14/2025Raymond James Financial Inc.61,322$2.41M0.0%+2.4%0.752%
11/13/2025UBS Group AG22,717$894K0.0%+3.9%0.279%
11/12/2025 Consolidated Portfolio Review Corp26,390$1.04M0.1%+1.9%0.324%
11/12/2025Focus Partners Advisor Solutions LLC44,736$1.72M0.0%N/A0.549%
11/12/2025 Family Wealth Partners LLC11,866$467K0.2%N/A0.146%
11/12/2025 Mosaic Family Wealth Partners LLC22,062$868K0.1%+7.7%0.271%
11/12/2025 Creative Financial Designs Inc. ADV90,919$3.58M0.2%+2.4%1.116%
11/12/2025Bare Financial Services Inc12,679$499K0.1%-84.8%0.156%
11/10/2025 First Heartland Consultants Inc.36,310$1.43M0.1%+1.1%0.446%
11/10/2025EverSource Wealth Advisors LLC51,201$2.01M0.1%-33.2%0.628%
11/10/2025Verus Capital Partners LLC12,320$485K0.0%N/A0.151%
11/7/2025PNC Financial Services Group Inc.16,287$641K0.0%+2,444.8%0.200%
11/6/2025Atria Investments Inc47,398$1.86M0.0%+4.5%0.582%
11/6/2025 RFG Advisory LLC12,043$474K0.0%+13.0%0.148%
11/5/2025 Strategic Equity Management25,603$1.01M0.4%+5.1%0.314%
11/5/2025 Envestnet Asset Management Inc.61,792$2.43M0.0%-18.0%0.758%
11/4/2025 Win Advisors Inc.18,189$715K0.3%-27.4%0.223%
11/4/2025Christian Investment Advisors Inc.431,032$16.96M13.6%-22.4%5.289%
11/4/2025Jones Financial Companies Lllp14,596$573K0.0%+7.3%0.179%
11/3/2025Foundations Investment Advisors LLC11,746$462K0.0%+61.5%0.144%
10/31/2025 OneAscent Wealth Management LLC34,303$1.35M0.5%+1.0%0.421%
10/31/2025 OneAscent Financial Services LLC169,797$6.68M0.6%+4.1%2.083%
10/31/2025 Symphony Financial Ltd. Co.9,856$387K0.0%+19.2%0.121%
10/30/2025 Envestnet Portfolio Solutions Inc.6,992$275K0.0%-36.4%0.086%
10/29/2025Frontier Asset Management LLC44,690$1.76M0.4%-56.7%0.548%
10/29/2025Inspire Advisors LLC103,597$4.08M0.4%+4.3%1.271%
10/24/2025 Moneywise Inc.21,784$857K0.4%+8.9%0.266%
10/23/2025Sound Financial Strategies Group LLC28,655$1.13M0.8%-4.0%0.349%


TPHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPHD shares?

During the previous two years, 106 institutional investors and hedge funds held shares of Timothy Plan High Dividend Stock ETF. The most heavily invested institutionals were LPL Financial LLC ($18.92M), Christian Investment Advisors Inc. ($16.51M), CWM LLC ($6.05M), Ameriprise Financial Inc. ($4.49M), Creative Financial Designs Inc. ADV ($4.15M), Inspire Advisors LLC ($3.76M), 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 94 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: Christian Investment Advisors Inc. ($555.61K), OneAscent Financial Services LLC ($162.04K), Raymond James Financial Inc. ($111.30K), Inspire Advisors LLC ($92.74K), Goldman Sachs Group Inc. ($83.13K), LPL Financial LLC ($72.48K), and CWM LLC ($69.55K).

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

Institutional investors have bought a total of 1,405,088 shares in the last 24 months. This purchase volume represents approximately $53.88M in transactions.

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

Of the 34 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 ($224.75K), OneAscent Financial Services LLC ($215.36K), Creative Financial Designs Inc. ADV ($132.80K), Christian Investment Advisors Inc. ($127.10K), O Connor Financial Group LLC ($94.80K), Bare Financial Services Inc ($70.94K), and Frontier Asset Management LLC ($63.21K).

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

Institutional investors have sold a total of 1,273,570 shares in the last 24 months. This volume of shares sold represents approximately $49.00M in transactions.



This page (NYSEARCA:TPHD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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