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Timothy Plan High Dividend Stock ETF (TPHD) Institutional Ownership

Timothy Plan High Dividend Stock ETF logo
$42.83 0.00 (0.00%)
As of 07/2/2026 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)
71
Total
Institutional Inflows
(last 12 months)
$49.19M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$40.32M
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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
5/27/2026Allen Capital Group LLC17,940$742K0.1%N/A0.212%
5/22/2026Verus Capital Partners LLC6,160$255K0.0%-50.0%0.073%
5/18/2026EverSource Wealth Advisors LLC39,944$1.65M0.1%-11.3%0.473%
5/18/2026Royal Bank of Canada6,109$252K0.0%+34.1%0.072%
5/13/2026Cetera Investment Advisers61,885$2.56M0.0%+6.2%0.732%
5/8/2026PNC Financial Services Group Inc.31,609$1.31M0.0%+8.9%0.374%
5/6/2026Frontier Asset Management LLC37,423$1.55M0.3%-14.7%0.443%
5/6/2026Independent Financial Group LLC5,083$210K0.0%N/A0.060%
5/5/2026Geneos Wealth Management Inc.33,763$1.40M0.0%+28.5%0.400%
4/30/2026Kestra Advisory Services LLC19,962$826K0.0%-17.2%0.236%
4/28/2026Ascentis Independent Advisors8,694$360K0.0%+3.9%0.103%
4/27/2026BIP Wealth LLC4,890$202K0.0%N/A0.059%
4/27/2026World Investment Advisors7,143$295K0.0%N/A0.086%
4/21/2026LifeWealth Investments LLC8,129$336K0.1%+7.5%0.098%
4/20/2026RFG Advisory LLC16,828$696K0.0%+13.6%0.203%
4/17/2026Ocean Park Asset Management LLC41,795$1.73M0.1%N/A0.504%
4/16/2026Kavar Capital Partners Group LLC5,841$242K0.0%+12.5%0.070%
4/16/2026Park National Corp OH670$28K0.0%N/A0.008%
4/15/2026Nations 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%
2/13/2026Kestra Advisory Services LLC24,118$929K0.0%-20.5%0.296%
2/13/2026Inspire Advisors LLC97,547$3.76M0.3%-5.8%1.197%
2/13/2026Mosaic Family Wealth Partners LLC22,966$885K0.1%+4.1%0.282%
2/12/2026Commonwealth Equity Services LLC13,827$533K0.0%+4.4%0.170%
2/12/2026Kovack Advisors Inc.5,946$231K0.0%N/A0.073%
2/11/2026Janney 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%
2/11/2026OneAscent Wealth Management LLC20,941$807K0.3%-39.0%0.257%
2/11/2026OneAscent Financial Services LLC77,452$2.98M0.3%-54.4%0.950%
2/11/2026J.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%
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2/10/2026Foundations Investment Advisors LLC15,634$602K0.0%+33.1%0.192%
2/9/2026Strategic 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%
2/6/2026IFP Advisors Inc22,078$851K0.0%+2.7%0.271%
2/6/2026Creative 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%
2/6/2026Envestnet Portfolio Solutions Inc.8,683$335K0.0%+24.2%0.107%
2/5/2026Moneywise Inc.23,489$905K0.4%+7.8%0.288%
2/4/2026Summit Wealth Group LLC Co.12,750$491K0.1%N/A0.156%
2/4/2026Independent Advisor Alliance8,568$330K0.0%N/A0.105%
2/4/2026Win 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%
2/3/2026RFG 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%
1/30/2026Strategic Blueprint LLC7,918$305K0.0%-46.7%0.097%
1/29/2026Golden 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%
1/26/2026LifeWealth Investments LLC7,560$291K0.1%+6.4%0.093%
1/26/2026Merit Financial Group LLC10,460$403K0.0%+13.4%0.128%
1/26/2026O Connor Financial Group LLC18,073$728K0.3%+1.6%0.222%
1/26/2026Nations 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%
1/23/2026Farther 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%
1/20/2026Kavar Capital Partners Group LLC5,191$200K0.0%N/A0.063%
1/14/2026Family Wealth Partners LLC27,255$1.05M0.4%+129.7%0.332%
1/9/2026First Heartland Consultants Inc.54,810$2.11M0.2%+51.0%0.664%
1/8/2026Wealth 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%
11/12/2025Consolidated 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%
11/12/2025Family Wealth Partners LLC11,866$467K0.2%N/A0.146%
11/12/2025Mosaic Family Wealth Partners LLC22,062$868K0.1%+7.7%0.271%
11/12/2025Creative 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%
11/10/2025First 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%
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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%
11/6/2025RFG Advisory LLC12,043$474K0.0%+13.0%0.148%
11/5/2025Strategic Equity Management25,603$1.01M0.4%+5.1%0.314%
11/5/2025Envestnet Asset Management Inc.61,792$2.43M0.0%-18.0%0.758%
11/4/2025Win 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%


TPHD Institutional Ownership - Frequently Asked Questions

During the previous two years, 107 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.

Of the 95 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 ($90.86K), Goldman Sachs Group Inc. ($83.13K), LPL Financial LLC ($72.48K), and CWM LLC ($69.55K).

Institutional investors have bought a total of 1,277,525 shares in the last 24 months. This purchase volume represents approximately $49.19M in transactions.

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: 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), Frontier Asset Management LLC ($65.81K), and Moneywise Inc. ($56.47K).

Institutional investors have sold a total of 1,041,150 shares in the last 24 months. This volume of shares sold represents approximately $40.32M in transactions.



This page (NYSEARCA:TPHD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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