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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
35,102
shares
|
$1.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
34,187
shares
|
$1.27 Million
0.15% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
32,385
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 125.88%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
31,204
shares
|
$1.16 Million
1.11% of portfolio
|
Q1 2025
Added 31.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
28,805
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 53.36%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
27,531
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
25,695
shares
|
$951,228
0.15% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
25,625
shares
|
$948,637
0.06% of portfolio
|
Q1 2025
Reduced 14.11%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
23,670
shares
|
$876,263
0.49% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
20,018
shares
|
$741,066
0.11% of portfolio
|
Q1 2025
Added 146.44%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
19,997
shares
|
$740,288
0.63% of portfolio
|
Q1 2025
Added 81.89%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
18,821
shares
|
$696,753
0.0% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Apr 24, 2025 Q1 2025 |
16,723
shares
|
$619,085
0.33% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Apr 15, 2025 Q1 2025 |
16,020
shares
|
$593,060
0.42% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
14,232
shares
|
$526,868
0.47% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,032
shares
|
$445,424
0.0% of portfolio
|
Q1 2025
Reduced 36.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,852
shares
|
$438,761
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
11,150
shares
|
$412,773
0.01% of portfolio
|
Q1 2025
Reduced 95.27%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
11,144
shares
|
$412,550
0.0% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,424
shares
|
$348,876
0.0% of portfolio
|
Q1 2025
Reduced 44.86%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
9,196
shares
|
$340,435
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
8,800
shares
|
$325,776
0.11% of portfolio
|
Q3 2022
Added 10.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,784
shares
|
$325,183
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
8,568
shares
|
$317,187
0.04% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
8,345
shares
|
$308,931
0.01% of portfolio
|
Q1 2025
Added 13.85%
|