Institutional Ownership Timothy Plan High Divid Stk Et (TPHD)
This table provides information about the institutional ownership of Timothy Plan High Divid Stk Et (TPHD). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 2.86 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
25,603
shares
|
$982,387
0.42% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
22,717
shares
|
$871,651
0.0% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
22,209
shares
|
$852,159
0.02% of portfolio
|
Q3 2025
Reduced 21.0%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
22,062
shares
|
$846,518
0.1% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
21,784
shares
|
$835,852
0.42% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
21,493
shares
|
$824,686
0.02% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
18,189
shares
|
$697,911
0.35% of portfolio
|
Q3 2025
Reduced 27.4%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
17,789
shares
|
$682,563
0.29% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
16,287
shares
|
$624,932
0.0% of portfolio
|
Q3 2025
Added 2444.84%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
14,847
shares
|
$569,679
0.03% of portfolio
|
Q3 2025
Reduced 29.25%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
14,596
shares
|
$560,048
0.0% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
13,249
shares
|
$508,364
0.0% of portfolio
|
Q3 2025
Reduced 29.51%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
12,679
shares
|
$486,493
0.15% of portfolio
|
Q3 2025
Reduced 84.84%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
12,320
shares
|
$472,718
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
12,043
shares
|
$462,089
0.02% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
11,866
shares
|
$455,298
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
11,861
shares
|
$455,106
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,746
shares
|
$450,694
0.01% of portfolio
|
Q3 2025
Added 61.46%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
11,515
shares
|
$441,830
0.04% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
11,254
shares
|
$431,815
0.01% of portfolio
|
Q2 2025
Added 45.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
10,888
shares
|
$417,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,727
shares
|
$411,594
0.0% of portfolio
|
Q3 2025
Reduced 74.45%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,520
shares
|
$403,652
0.01% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
9,856
shares
|
$378,174
0.05% of portfolio
|
Q3 2025
Added 19.25%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,424
shares
|
$361,598
0.0% of portfolio
|
Q1 2025
Reduced 44.86%
|
|