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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
28,280
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
28,113
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 19.91%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
26,506
shares
|
$1.01 Million
0.76% of portfolio
|
Q2 2025
Added 32.55%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
25,898
shares
|
$988,785
0.14% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
25,053
shares
|
$956,523
0.48% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
24,359
shares
|
$930,026
0.38% of portfolio
|
Q2 2025
Reduced 84.66%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
22,037
shares
|
$841,372
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
21,867
shares
|
$834,882
0.0% of portfolio
|
Q2 2025
Added 16.18%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
21,750
shares
|
$830,415
0.03% of portfolio
|
Q2 2025
Added 160.64%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
20,984
shares
|
$801,169
0.04% of portfolio
|
Q2 2025
Reduced 18.11%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
20,480
shares
|
$781,926
0.1% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
19,995
shares
|
$763,409
0.38% of portfolio
|
Q2 2025
Reduced 73.85%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
19,579
shares
|
$747,526
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
18,795
shares
|
$717,593
0.0% of portfolio
|
Q2 2025
Reduced 31.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,334
shares
|
$699,992
0.0% of portfolio
|
Q2 2025
Added 177.58%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
17,850
shares
|
$681,513
0.3% of portfolio
|
Q2 2025
Reduced 84.15%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
13,600
shares
|
$519,248
0.0% of portfolio
|
Q2 2025
Added 93.48%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
11,857
shares
|
$452,700
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
11,308
shares
|
$431,739
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
11,288
shares
|
$430,975
0.05% of portfolio
|
Q2 2025
Added 22.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
11,254
shares
|
$429,677
0.01% of portfolio
|
Q2 2025
Added 45.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
10,991
shares
|
$419,636
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,768
shares
|
$411,122
0.01% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
10,660
shares
|
$406,998
0.02% of portfolio
|
Q2 2025
Added 21.36%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,424
shares
|
$359,808
0.0% of portfolio
|
Q1 2025
Reduced 44.86%
|