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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,460
shares
|
$55,932
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
869
shares
|
$33,291
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
800
shares
|
$30,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
710
shares
|
$27,200
0.0% of portfolio
|
Q2 2020
Reduced 55.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
660
shares
|
$25,284
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
650
shares
|
$24,901
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
640
shares
|
$24,518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
502
shares
|
$19,231
0.0% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
494
shares
|
$18,925
0.02% of portfolio
|
Q3 2022
Reduced 8.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
485
shares
|
$18,580
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
250
shares
|
$9,577
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
176
shares
|
$6,742
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
116
shares
|
$4,443
0.0% of portfolio
|
Q2 2025
Reduced 40.82%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
113
shares
|
$4,329
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
75
shares
|
$2,873
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$38
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|