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 88 institutions that hold shares in the stock, with a total of 3.02 Million shares, which have been reported (via 13F filing form) to have a value of $116 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
8,265
shares
|
$322,500
0.17% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
7,846
shares
|
$306,150
0.07% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
7,739
shares
|
$301,975
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,100
shares
|
$277,042
0.0% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
7,029
shares
|
$274,271
0.0% of portfolio
|
Q1 2025
Added 2010.81%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
6,605
shares
|
$257,727
0.0% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
6,429
shares
|
$250,859
0.09% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
6,376
shares
|
$248,791
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
6,228
shares
|
$243,016
0.06% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,105
shares
|
$238,217
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,009
shares
|
$234,471
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
5,980
shares
|
$233,339
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
5,864
shares
|
$228,813
0.04% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,572
shares
|
$178,399
0.0% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,521
shares
|
$176,409
0.0% of portfolio
|
Q1 2024
Added 81.75%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
3,725
shares
|
$145,349
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
2,374
shares
|
$92,633
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,256
shares
|
$88,029
0.0% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,119
shares
|
$82,683
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,658
shares
|
$64,695
0.02% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,500
shares
|
$58,530
0.01% of portfolio
|
Q1 2024
Added 12.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,500
shares
|
$58,530
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,460
shares
|
$56,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
863
shares
|
$33,674
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
800
shares
|
$31,216
0.0% of portfolio
|
Q4 2024
New holding
|