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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,424
shares
|
$361,598
0.0% of portfolio
|
Q1 2025
Reduced 44.86%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
8,694
shares
|
$333,588
0.07% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
8,568
shares
|
$328,754
0.04% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 29, 2026 Q4 2025 |
8,370
shares
|
$321,156
0.05% of portfolio
|
Q4 2025
Added 37.26%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 30, 2026 Q4 2025 |
7,918
shares
|
$303,813
0.02% of portfolio
|
Q4 2025
Reduced 46.67%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
7,790
shares
|
$298,902
0.0% of portfolio
|
Q3 2025
Added 27.6%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jan 26, 2026 Q4 2025 |
7,560
shares
|
$290,077
0.09% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
7,120
shares
|
$273,194
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
6,992
shares
|
$268,283
0.0% of portfolio
|
Q3 2025
Reduced 36.38%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,971
shares
|
$267,477
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
6,193
shares
|
$237,625
0.04% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
6,134
shares
|
$235,361
0.0% of portfolio
|
Q4 2025
Added 59.16%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
5,980
shares
|
$229,452
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,217
shares
|
$200,176
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 16, 2026 Q4 2025 |
5,191
shares
|
$199,178
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,542
shares
|
$174,276
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
3,725
shares
|
$142,928
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,675
shares
|
$141,009
0.0% of portfolio
|
Q3 2025
Added 20.57%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 28, 2026 Q4 2025 |
3,469
shares
|
$133,105
0.01% of portfolio
|
Q4 2025
Added 1871.02%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,675
shares
|
$102,639
0.0% of portfolio
|
Q3 2025
Added 83.22%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,119
shares
|
$81,306
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,658
shares
|
$63,617
0.02% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,643
shares
|
$63,041
0.0% of portfolio
|
Q3 2025
Reduced 51.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$57,554
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,500
shares
|
$57,554
0.01% of portfolio
|
Q1 2024
Added 12.36%
|
|