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 94 institutions that hold shares in the stock, with a total of 2.99 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
453,883
shares
|
$17.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Nov 04, 2025 Q3 2025 |
431,032
shares
|
$16.5 Million
13.62% of portfolio
|
Q3 2025
Reduced 22.42%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
169,797
shares
|
$6.52 Million
1.15% of portfolio
|
Q3 2025
Added 322.85%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
157,019
shares
|
$6.02 Million
0.02% of portfolio
|
Q4 2025
Added 3.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
114,226
shares
|
$4.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
107,571
shares
|
$4.13 Million
0.01% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
103,597
shares
|
$3.98 Million
0.44% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
90,919
shares
|
$3.49 Million
0.26% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Jan 26, 2026 Q4 2025 |
69,501
shares
|
$2.67 Million
0.75% of portfolio
|
Q4 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
61,792
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
61,322
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jan 30, 2026 Q4 2025 |
58,789
shares
|
$2.26 Million
1.18% of portfolio
|
Q4 2025
Added 112.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
57,614
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2025
Added 21.22%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
54,810
shares
|
$2.1 Million
0.19% of portfolio
|
Q4 2025
Added 50.95%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
51,201
shares
|
$1.96 Million
0.09% of portfolio
|
Q3 2025
Reduced 33.23%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
48,906
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Added 34.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
47,398
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,190
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
45,254
shares
|
$1.74 Million
0.04% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
44,736
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
44,690
shares
|
$1.71 Million
0.61% of portfolio
|
Q3 2025
Reduced 56.71%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
34,303
shares
|
$1.32 Million
0.76% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
30,330
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 41.17%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
28,655
shares
|
$1.1 Million
0.88% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 26, 2026 Q4 2025 |
28,254
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2025
New holding
|
|