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 90 institutions that hold shares in the stock, with a total of 3.33 Million shares, which have been reported (via 13F filing form) to have a value of $127 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
8,920
shares
|
$340,565
0.17% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
8,800
shares
|
$335,984
0.1% of portfolio
|
Q3 2022
Added 10.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
8,568
shares
|
$327,126
0.04% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
8,265
shares
|
$315,557
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
7,846
shares
|
$299,560
0.07% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,275
shares
|
$277,759
0.0% of portfolio
|
Q2 2025
Added 21.07%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,971
shares
|
$266,152
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
6,846
shares
|
$261,380
0.0% of portfolio
|
Q2 2025
Reduced 27.36%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
6,429
shares
|
$245,459
0.09% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,105
shares
|
$233,088
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
5,980
shares
|
$228,316
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
5,951
shares
|
$227,209
0.06% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
5,864
shares
|
$223,887
0.04% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,542
shares
|
$173,413
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
3,725
shares
|
$142,220
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,382
shares
|
$129,124
0.0% of portfolio
|
Q2 2025
Reduced 26.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,048
shares
|
$116,372
0.0% of portfolio
|
Q2 2025
Added 522.04%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,119
shares
|
$80,903
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
2,000
shares
|
$76,360
0.04% of portfolio
|
Q2 2025
Reduced 15.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,873
shares
|
$71,511
0.0% of portfolio
|
Q2 2025
Reduced 16.98%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,658
shares
|
$63,302
0.02% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,500
shares
|
$57,270
0.01% of portfolio
|
Q1 2024
Added 12.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$57,270
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,460
shares
|
$55,742
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
869
shares
|
$33,178
0.0% of portfolio
|
Q2 2025
Added 0.7%
|