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 3.18 Million shares, which have been reported (via 13F filing form) to have a value of $118 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
452,110
shares
|
$16.7 Million
0.01% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
221,560
shares
|
$8.2 Million
0.69% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
162,069
shares
|
$6 Million
0.02% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
158,769
shares
|
$5.88 Million
2.85% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
155,414
shares
|
$5.75 Million
0.38% of portfolio
|
Q1 2025
Added 88.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
128,645
shares
|
$4.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
123,575
shares
|
$4.57 Million
1.76% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
112,647
shares
|
$4.17 Million
2.2% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
93,462
shares
|
$3.46 Million
0.01% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
89,028
shares
|
$3.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
85,921
shares
|
$3.18 Million
0.0% of portfolio
|
Q1 2025
Added 24.5%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
79,760
shares
|
$2.95 Million
1.15% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
77,441
shares
|
$2.87 Million
0.38% of portfolio
|
Q1 2025
Added 25.58%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
76,469
shares
|
$2.83 Million
1.63% of portfolio
|
Q1 2025
Added 34.69%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
75,199
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
65,909
shares
|
$2.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
59,423
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
50,828
shares
|
$1.88 Million
0.14% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
47,374
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,190
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
46,403
shares
|
$1.72 Million
0.11% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
46,256
shares
|
$1.71 Million
0.06% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
43,796
shares
|
$1.62 Million
0.71% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
42,033
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2025
Reduced 46.61%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
41,563
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
New holding
|