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Timothy Plan High Dividend Stock ETF (TPHD) Institutional Ownership

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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)
48
Total
Institutional Inflows
(last 12 months)
$58.81M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$23.45M
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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
4/25/2024 Cambridge Investment Research Advisors Inc.85,848$3.11M0.0%-7.3%1.311%
4/24/2024 Win Advisors Inc.31,301$1.13M0.5%+2.5%0.478%
4/23/2024 TrueWealth Advisors LLC10,030$363K0.1%+4.3%0.153%
4/23/2024 Raymond James Financial Services Advisors Inc.48,772$1.76M0.0%+4.8%0.745%
4/22/2024 PFG Investments LLC25,058$906K0.1%N/A0.383%
4/19/2024 BluePath Capital Management LLC5,980$216K0.2%N/A0.091%
4/16/2024 OneAscent Financial Services LLC238,042$8.61M1.0%-34.0%3.634%
4/16/2024 OneAscent Wealth Management LLC149,776$5.42M2.1%-38.8%2.287%
4/15/2024 Brookstone Capital Management5,854$212K0.0%N/A0.089%
4/12/2024 Whitaker Myers Wealth Managers LTD.5,701$206K0.1%-21.0%0.097%
4/11/2024 O Connor Financial Group LLC113,517$4.11M2.4%+1.4%1.924%
3/5/2024Slagle Financial LLC14,900$493K0.1%+100.0%0.253%
2/12/2024StoneX Group Inc.39,189$1.30M0.2%+3.1%0.664%
2/12/2024WorthPointe LLC16,156$535K0.3%+136.8%0.274%
2/9/2024 Cambridge Investment Research Advisors Inc.92,611$3.07M0.0%-6.8%1.570%
2/9/2024EverSource Wealth Advisors LLC77,801$2.58M0.2%+26.6%1.319%
2/9/2024CreativeOne Wealth LLC288,022$9.54M0.6%+1.8%4.882%
2/8/2024Financial Advocates Investment Management50,718$1.68M0.1%+5.0%0.860%
2/7/2024Envestnet Portfolio Solutions Inc.34,071$1.13M0.0%+26.6%0.577%
2/7/2024 Strategic Equity Management83,574$2.77M3.1%+20.6%1.417%
2/7/2024Principal Securities Inc.749$25K0.0%N/A0.013%
2/6/2024Bare Financial Services Inc4,472$148K0.3%N/A0.076%
2/5/2024 Win Advisors Inc.30,552$1.01M0.5%+11.6%0.518%
2/1/2024 CWM LLC93,598$3.10M0.0%+11.8%1.586%
1/31/2024J.W. Cole Advisors Inc.84,109$2.79M0.2%+0.8%1.426%
1/31/2024AIFG Consultants Ltd.8,940$296K0.2%+5.0%0.152%
1/29/2024 Moneywise Inc.21,054$697K0.4%N/A0.357%
1/29/2024Consolidated Portfolio Review Corp23,119$766K0.2%+72.1%0.392%
1/26/2024Geneos Wealth Management Inc.18,187$602K0.0%-29.6%0.308%
1/25/2024 Strategic Blueprint LLC67,434$2.23M0.2%-3.4%1.143%
1/23/2024 LVZ Inc.64,012$2.12M0.3%+1.5%1.085%
1/18/2024 Symphony Financial Ltd. Co.6,818$223K0.0%N/A0.116%
1/16/2024 Raymond James Financial Services Advisors Inc.46,530$1.54M0.0%+4.6%0.789%
1/11/2024 OneAscent Wealth Management LLC244,669$8.10M3.2%-0.7%4.147%
1/11/2024 OneAscent Financial Services LLC360,447$11.94M1.5%+26.6%6.109%
1/10/2024Creative Financial Designs Inc. ADV217,395$7.20M0.7%-6.6%3.685%
11/20/2023Silver Oak Securities Incorporated1,620$50K0.0%N/A0.027%
11/13/2023LPL Financial LLC305,952$9.37M0.0%+18.7%5.186%
11/13/2023Frontier Asset Management LLC229,604$7.03M3.2%+0.2%3.892%
11/13/2023Envestnet Portfolio Solutions Inc.26,907$824K0.0%N/A0.456%
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11/13/2023Kestra Advisory Services LLC64,552$1.98M0.0%+87.9%1.094%
11/9/2023Oliver Lagore Vanvalin Investment Group4,127$126K0.0%+139.2%0.070%
11/8/2023AIFG Consultants Ltd.8,515$261K0.2%-21.9%0.144%
11/7/2023 Strategic Equity Management69,312$2.12M0.8%+22.4%1.175%
11/7/2023 TrueWealth Advisors LLC9,720$298K0.1%-15.8%0.165%
11/7/2023Atria Investments Inc597,115$18.28M0.3%+692.7%10.121%
11/6/2023Sigma Planning Corp13,468$412K0.0%-30.6%0.228%
11/4/2023EverSource Wealth Advisors LLC61,469$1.88M0.2%+198.9%1.042%
11/4/2023HHM Wealth Advisors LLC9,612$294K0.1%+8.8%0.163%
10/30/2023 Win Advisors Inc.27,375$838K0.4%+185.9%0.464%
10/27/2023Financial Advocates Investment Management48,288$1.48M0.1%+0.9%0.818%
10/26/2023Inspire Advisors LLC10,156$311K0.1%-9.9%0.172%
10/25/2023 BluePath Capital Management LLC5,980$183K0.2%N/A0.101%
10/24/2023J.W. Cole Advisors Inc.83,433$2.55M0.2%+4.9%1.414%
10/24/2023 Raymond James Financial Services Advisors Inc.44,464$1.36M0.0%+13.5%0.754%
10/24/2023 Raymond James & Associates6,676$204K0.0%N/A0.113%
10/24/2023 Cambridge Investment Research Advisors Inc.99,359$3.04M0.0%+9.2%1.684%
10/23/2023Commonwealth Equity Services LLC19,049$583K0.0%+19.6%0.323%
10/20/2023 O Connor Financial Group LLC112,002$3.43M2.3%+2.4%1.898%
10/18/2023 Strategic Blueprint LLC69,839$2.14M0.2%+4.6%1.184%
10/17/2023CreativeOne Wealth LLC283,040$8.66M0.6%+3.3%4.797%
10/13/2023 OneAscent Financial Services LLC284,618$8.71M2.3%N/A4.824%
10/13/2023 OneAscent Wealth Management LLC246,281$7.54M3.3%N/A4.174%
10/11/2023Geneos Wealth Management Inc.25,822$790K0.0%+6.5%0.438%
10/11/2023AE Wealth Management LLC25,663$786K0.0%+12.4%0.435%
10/11/2023 CWM LLC83,727$2.56M0.0%+20.1%1.419%
10/10/2023 Bank of New Hampshire1,160$36K0.0%+93.3%0.020%
8/30/2023AIFG Consultants Ltd.10,900$343K0.3%N/A0.185%
8/16/2023CreativeOne Wealth LLC274,072$8.63M0.4%-8.8%4.645%
8/14/2023Slagle Financial LLC7,450$235K0.1%N/A0.126%
8/11/2023Kestra Advisory Services LLC34,347$1.08M0.0%-35.8%0.582%
8/10/2023Frontier Asset Management LLC229,223$7.22M3.3%+10.8%3.885%
8/10/2023Cetera Advisor Networks LLC67,526$2.13M0.0%+1.1%1.145%
8/10/2023Cetera Investment Advisers9,031$284K0.0%+10.2%0.153%
8/8/2023Geneos Wealth Management Inc.24,235$763K0.0%+1,005.6%0.411%
8/4/2023Envestnet Asset Management Inc.51,152$1.61M0.0%+4.4%0.867%
8/4/2023Atria Investments Inc75,329$2.37M0.0%-31.6%1.277%
8/4/2023EverSource Wealth Advisors LLC20,568$648K0.1%+316.4%0.349%
8/3/2023 CWM LLC69,712$2.20M0.0%+4.7%1.182%
8/2/2023Nemes Rush Group LLC3,725$117K0.0%N/A0.063%
8/2/2023Sigma Planning Corp19,412$611K0.0%-24.1%0.329%
7/31/2023LPL Financial LLC257,761$8.12M0.0%+79.1%4.369%
7/31/2023 TrueWealth Advisors LLC11,544$364K0.1%+2.9%0.192%
7/31/2023Inspire Advisors LLC11,273$355K0.1%N/A0.188%
7/27/2023J.W. Cole Advisors Inc.79,506$2.50M0.2%+2.4%1.325%
7/26/2023Creative Financial Designs Inc. ADV214,240$6.75M0.8%-38.6%3.571%
7/25/2023 Raymond James Financial Services Advisors Inc.39,167$1.23M0.0%+6.7%0.653%
7/21/2023Sigma Investment Counselors Inc.15,404$485K0.0%+4.2%0.257%
7/18/2023 Strategic Equity Management56,649$1.78M0.6%+7.8%0.944%
7/18/2023 Fiduciary Alliance LLC1,033$33K0.0%N/A0.017%
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7/14/2023 O Connor Financial Group LLC109,423$3.45M2.4%+14.7%1.824%
7/14/2023 Win Advisors Inc.9,574$302K0.4%-72.4%0.160%
7/13/2023 Cambridge Investment Research Advisors Inc.90,985$2.87M0.0%+1.9%1.516%
7/10/2023AE Wealth Management LLC22,837$719K0.0%+79.8%0.381%
5/11/2023Consolidated Portfolio Review Corp12,951$404K0.1%N/A0.218%
5/11/2023 Cambridge Investment Research Advisors Inc.89,323$2.79M0.0%-1.7%1.501%
5/11/2023EverSource Wealth Advisors LLC4,939$154K0.0%+16.5%0.083%
5/11/2023Financial Advocates Investment Management46,178$1.44M0.1%+8.5%0.776%
5/10/2023Atria Investments Inc110,133$3.44M0.1%-63.6%1.851%
5/10/2023LPL Financial LLC143,923$4.49M0.0%+26.2%2.419%
(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, 58 institutional investors and hedge funds held shares of Timothy Plan High Dividend Stock ETF. The most heavily invested institutionals were Atria Investments Inc ($18.28M), CreativeOne Wealth LLC ($9.54M), LPL Financial LLC ($9.37M), OneAscent Financial Services LLC ($8.61M), Atria Investments LLC ($8.18M), Creative Financial Designs Inc. ADV ($7.20M), and Frontier Asset Management LLC ($7.03M).Learn more on TPHD's institutional investors.

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

Of the 56 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 LLC ($668.86K), OneAscent Financial Services LLC ($635.77K), OneAscent Wealth Management LLC ($573.04K), Atria Investments Inc ($532.41K), LPL Financial LLC ($198.94K), O Connor Financial Group LLC ($113.52K), and Creative Financial Designs Inc. ADV ($94.55K).

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

Institutional investors have bought a total of 3,825,410 shares in the last 24 months. This purchase volume represents approximately $117.12M in transactions.

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

Of the 23 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: OneAscent Wealth Management LLC ($401.63K), OneAscent Financial Services LLC ($381.09K), Atria Investments LLC ($376.94K), Atria Investments Inc ($227.22K), Creative Financial Designs Inc. ADV ($150.21K), Sound Financial Strategies Group LLC ($86.99K), and Win Advisors Inc. ($31.95K).

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

Institutional investors have sold a total of 1,809,502 shares in the last 24 months. This volume of shares sold represents approximately $55.23M in transactions.


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This page (NYSEARCA:TPHD) was last updated on 4/26/2024 by MarketBeat.com Staff

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