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 89 institutions that hold shares in the stock, with a total of 3.45 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Aug 06, 2025 Q2 2025 |
555,613
shares
|
$21.2 Million
14.52% of portfolio
|
Q2 2025
Added 3368.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
452,110
shares
|
$17.3 Million
0.01% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
166,396
shares
|
$6.35 Million
0.02% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
155,414
shares
|
$5.93 Million
0.38% of portfolio
|
Q1 2025
Added 88.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
128,645
shares
|
$4.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
123,575
shares
|
$4.72 Million
1.76% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
101,419
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
99,347
shares
|
$3.79 Million
0.44% of portfolio
|
Q2 2025
Added 28.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
89,028
shares
|
$3.4 Million
0.2% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
88,765
shares
|
$3.39 Million
0.26% of portfolio
|
Q2 2025
Reduced 59.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
85,921
shares
|
$3.28 Million
0.0% of portfolio
|
Q1 2025
Added 24.5%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
79,760
shares
|
$3.05 Million
1.15% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
75,329
shares
|
$2.88 Million
0.0% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
65,909
shares
|
$2.52 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
|
$2.27 Million
0.0% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
50,828
shares
|
$1.94 Million
0.14% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
47,528
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,190
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
46,403
shares
|
$1.77 Million
0.11% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
46,256
shares
|
$1.77 Million
0.06% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
45,362
shares
|
$1.73 Million
0.02% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
41,563
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
35,102
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
34,187
shares
|
$1.31 Million
0.15% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
33,977
shares
|
$1.3 Million
0.47% of portfolio
|
Q2 2025
Reduced 22.42%
|