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Timothy Plan High Dividend Stock ETF (TPHD) Institutional Ownership

Timothy Plan High Dividend Stock ETF logo
$43.50 +0.26 (+0.60%)
As of 01:22 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)
67
Total
Institutional Inflows
(last 12 months)
$26.33M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$27.36M
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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
8/24/2026 Carlson Financial Inc.60,871$2.57M1.3%+1.1%0.729%
8/23/2026 Ameritas Advisory Services LLC5,025$212K0.0%N/A0.060%
8/21/2026 WorthPointe LLC35,509$1.50M0.4%-18.2%0.425%
8/21/2026 Coppell Advisory Solutions LLC1,941$82K0.0%N/A0.023%
8/21/2026 Sound Financial Strategies Group LLC35,697$1.51M1.0%+1.8%0.428%
7/10/2026 Family Wealth Partners LLC47,433$2.01M0.6%+13.5%0.571%
7/8/2026 First Heartland Consultants Inc.46,788$1.98M0.1%-8.5%0.564%
5/27/2026 Allen Capital Group LLC17,940$742K0.1%N/A0.212%
5/22/2026 Verus Capital Partners LLC6,160$255K0.0%-50.0%0.073%
5/18/2026 EverSource Wealth Advisors LLC39,944$1.65M0.1%-11.3%0.473%
5/18/2026 Royal Bank of Canada6,109$252K0.0%+34.1%0.072%
5/13/2026 Cetera Investment Advisers61,885$2.56M0.0%+6.2%0.732%
5/8/2026 PNC Financial Services Group Inc.31,609$1.31M0.0%+8.9%0.374%
5/6/2026 Frontier Asset Management LLC37,423$1.55M0.3%-14.7%0.443%
5/6/2026 Independent Financial Group LLC5,083$210K0.0%N/A0.060%
5/5/2026 Geneos 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%
3/4/2026 SHP Wealth Management922$36K0.0%N/A0.011%
2/17/2026 Cetera Investment Advisers58,266$2.25M0.0%+1.1%0.715%
2/17/2026 Kovack Advisors Inc.5,946$229K0.0%N/A0.073%
2/17/2026 Osaic Holdings Inc.16,873$650K0.0%-36.1%0.207%
2/17/2026 Regal Investment Advisors LLC7,112$274K0.0%N/A0.087%
2/17/2026 Opal Capital LLC6,919$291K0.1%N/A0.085%
2/16/2026 Arax Advisory Partners1,460$56K0.0%-45.4%0.018%
2/13/2026 Kestra Advisory Services LLC24,118$929K0.0%-20.5%0.296%
2/13/2026 Inspire 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%
2/12/2026 Kovack Advisors Inc.5,946$231K0.0%N/A0.073%
2/11/2026 Janney Montgomery Scott LLC8,167$315K0.0%+4.8%0.100%
2/11/2026 Winnow Wealth LLC3,289$128K0.1%N/A0.040%
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2/11/2026 Focus Partners Advisor Solutions LLC28,607$1.10M0.0%-36.1%0.351%
2/11/2026 LPL 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%
2/10/2026 Goldman Sachs Group Inc.46,344$1.79M0.0%-5.2%0.569%
2/10/2026 Northwestern Mutual Wealth Management Co.4,820$186K0.0%+31.2%0.059%
2/10/2026 Foundations Investment Advisors LLC15,634$602K0.0%+33.1%0.192%
2/9/2026 Strategic Equity Management27,930$1.08M0.4%+9.1%0.343%
2/6/2026 EverSource Wealth Advisors LLC45,026$1.74M0.1%-12.1%0.552%
2/6/2026 Bare 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%
2/6/2026 PNC 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%
2/4/2026 Independent Advisor Alliance8,568$330K0.0%N/A0.105%
2/4/2026 Win Advisors Inc.19,654$757K0.3%+8.1%0.241%
2/4/2026 49 Wealth Management LLC18,784$724K0.1%+63.1%0.230%
2/4/2026 Frontier Asset Management LLC43,879$1.69M0.4%-1.8%0.538%
2/3/2026 Sound 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%
2/2/2026 Benjamin Edwards Inc.43,376$1.67M0.0%N/A0.532%
1/30/2026 Turning 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%
1/28/2026 N.E.W. Advisory Services LLC3,469$134K0.0%+1,871.0%0.043%
1/28/2026 Geneos 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%
1/26/2026 WorthPointe LLC69,501$2.68M0.7%N/A0.853%
1/23/2026 Farther Finance Advisors LLC6,134$236K0.0%+59.2%0.075%
1/22/2026 Christian 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%
11/17/2025 Turning Point Benefit Group Inc.27,654$1.09M0.7%+4.3%0.339%
11/17/2025 Susquehanna International Group LLP10,727$422K0.0%-74.5%0.132%
11/17/2025 Northwestern Mutual Wealth Management Co.3,675$145K0.0%+20.6%0.045%
11/17/2025 Mercer Global Advisors Inc. ADV5,217$205K0.0%N/A0.064%
11/17/2025 Citadel Advisors LLC10,888$428K0.0%N/A0.134%
11/17/2025 Ameriprise Financial Inc.114,226$4.49M0.0%-9.3%1.402%
11/14/2025 Raymond James Financial Inc.61,322$2.41M0.0%+2.4%0.752%
11/13/2025 UBS Group AG22,717$894K0.0%+3.9%0.279%
11/12/2025 Consolidated Portfolio Review Corp26,390$1.04M0.1%+1.9%0.324%
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11/12/2025 Focus 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%
11/12/2025 Bare 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%
11/10/2025 EverSource Wealth Advisors LLC51,201$2.01M0.1%-33.2%0.628%
11/10/2025 Verus Capital Partners LLC12,320$485K0.0%N/A0.151%
11/7/2025 PNC Financial Services Group Inc.16,287$641K0.0%+2,444.8%0.200%
11/6/2025 Atria Investments Inc47,398$1.86M0.0%+4.5%0.582%


TPHD Institutional Ownership - Frequently Asked Questions

During the previous two years, 108 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 96 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 ($90.39K), Goldman Sachs Group Inc. ($83.13K), LPL Financial LLC ($72.48K), and WorthPointe LLC ($69.50K).

Institutional investors have bought a total of 670,973 shares in the last 24 months. This purchase volume represents approximately $26.33M in transactions.

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: OneAscent Financial Services LLC ($215.36K), Christian Investment Advisors Inc. ($127.10K), Bare Financial Services Inc ($70.94K), Frontier Asset Management LLC ($65.81K), EverSource Wealth Advisors LLC ($36.74K), Susquehanna International Group LLP ($31.26K), and Focus Partners Advisor Solutions LLC ($16.13K).

Institutional investors have sold a total of 696,894 shares in the last 24 months. This volume of shares sold represents approximately $27.36M in transactions.



Institutional ownership data for NYSEARCA:TPHD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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