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 3.32 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 |
|---|---|---|---|---|---|
|
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 |
Aug 12, 2025 Q2 2025 |
459,221
shares
|
$17.5 Million
0.01% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
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 |
Aug 12, 2025 Q2 2025 |
163,171
shares
|
$6.23 Million
0.44% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
125,907
shares
|
$4.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
105,899
shares
|
$4.04 Million
0.0% of portfolio
|
Q2 2025
Added 23.25%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
103,234
shares
|
$3.94 Million
1.47% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
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%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
88,765
shares
|
$3.39 Million
0.26% of portfolio
|
Q2 2025
Reduced 59.94%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
83,620
shares
|
$3.19 Million
1.07% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
76,688
shares
|
$2.93 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
75,329
shares
|
$2.88 Million
0.0% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
59,904
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
51,551
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.78%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
51,410
shares
|
$1.96 Million
0.17% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
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%
|
|
|
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%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
45,095
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
41,989
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 29.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
36,358
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
35,906
shares
|
$1.37 Million
0.13% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
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%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
29,862
shares
|
$1.14 Million
1.01% of portfolio
|
Q2 2025
Reduced 4.3%
|