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 94 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 $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,226
shares
|
$353,448
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
8,800
shares
|
$337,128
0.1% of portfolio
|
Q3 2022
Added 10.0%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
8,694
shares
|
$333,067
0.07% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
8,568
shares
|
$328,240
0.04% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
8,265
shares
|
$316,632
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
8,107
shares
|
$310,579
0.19% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
7,790
shares
|
$298,434
0.0% of portfolio
|
Q3 2025
Added 27.6%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,275
shares
|
$278,705
0.0% of portfolio
|
Q2 2025
Added 21.07%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
7,102
shares
|
$272,077
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,971
shares
|
$267,059
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
6,846
shares
|
$262,270
0.0% of portfolio
|
Q2 2025
Reduced 27.36%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
6,098
shares
|
$233,614
0.04% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
6,014
shares
|
$230,396
0.08% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
5,980
shares
|
$229,093
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
5,951
shares
|
$227,982
0.06% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,542
shares
|
$174,004
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,854
shares
|
$147,646
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
3,725
shares
|
$142,704
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,382
shares
|
$129,564
0.0% of portfolio
|
Q2 2025
Reduced 26.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,048
shares
|
$116,768
0.0% of portfolio
|
Q2 2025
Added 522.04%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,119
shares
|
$81,178
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,873
shares
|
$71,754
0.0% of portfolio
|
Q2 2025
Reduced 16.98%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,658
shares
|
$63,517
0.02% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$57,465
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,500
shares
|
$57,465
0.01% of portfolio
|
Q1 2024
Added 12.36%
|