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 93 institutions that hold shares in the stock, with a total of 2.86 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
9,226
shares
|
$354,001
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
8,800
shares
|
$337,656
0.1% of portfolio
|
Q3 2022
Added 10.0%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
8,694
shares
|
$333,588
0.07% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
8,568
shares
|
$328,754
0.04% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
8,107
shares
|
$311,065
0.19% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
7,790
shares
|
$298,902
0.0% of portfolio
|
Q3 2025
Added 27.6%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
7,102
shares
|
$272,503
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
6,992
shares
|
$268,283
0.0% of portfolio
|
Q3 2025
Reduced 36.38%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,971
shares
|
$267,477
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
6,193
shares
|
$237,625
0.04% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
6,098
shares
|
$233,980
0.04% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
6,014
shares
|
$230,757
0.08% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
5,980
shares
|
$229,452
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,217
shares
|
$200,176
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,542
shares
|
$174,276
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,854
shares
|
$147,877
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
3,725
shares
|
$142,928
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,675
shares
|
$141,009
0.0% of portfolio
|
Q3 2025
Added 20.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,675
shares
|
$102,639
0.0% of portfolio
|
Q3 2025
Added 83.22%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,119
shares
|
$81,306
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,658
shares
|
$63,617
0.02% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,643
shares
|
$63,041
0.0% of portfolio
|
Q3 2025
Reduced 51.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$57,554
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,500
shares
|
$57,554
0.01% of portfolio
|
Q1 2024
Added 12.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,436
shares
|
$55,099
0.0% of portfolio
|
Q3 2025
Reduced 23.33%
|
|