Free Trial
→ Why Trump’s “Smart Dollar” could rewrite the rules (From Stansberry Research) (Ad)tc pixel Free TPHD Stock Alerts

Timothy Plan High Dividend Stock ETF (TPHD) Institutional Ownership

Timothy Plan High Dividend Stock ETF logo
$38.96 -0.07 (-0.18%)
Closing price 04:10 PM Eastern
Extended Trading
$38.95 -0.01 (-0.03%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Timothy Plan High Dividend Stock ETF (NYSEARCA:TPHD)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$62.63M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$28.91M
Get TPHD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Timothy Plan High Dividend Stock ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TPHD Institutional Buying and Selling by Quarter

Timothy Plan High Dividend Stock ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC6,846$259K0.0%-27.4%0.087%
8/18/2025 Geneos Wealth Management Inc.28,113$1.06M0.0%-19.9%0.356%
8/15/2025 Orion Porfolio Solutions LLC6,846$259K0.0%-27.4%0.087%
8/15/2025 Ameriprise Financial Inc.125,907$4.76M0.0%-2.1%1.594%
8/14/2025 Jane Street Group LLC18,334$693K0.0%+177.6%0.232%
8/14/2025 Raymond James Financial Inc.59,904$2.26M0.0%+0.8%0.758%
8/13/2025 StoneX Group Inc.19,579$740K0.0%-57.8%0.248%
8/13/2025 EverSource Wealth Advisors LLC76,688$2.90M0.1%-13.9%0.971%
8/13/2025 Bare Financial Services Inc83,620$3.16M1.1%+4.8%1.058%
8/13/2025 Northwestern Mutual Wealth Management Co.3,048$115K0.0%+522.0%0.039%
8/12/2025 J.W. Cole Advisors Inc.45,095$1.71M0.0%-2.5%0.571%
8/12/2025 Financial Advocates Investment Management51,410$1.94M0.2%+1.1%0.651%
8/12/2025 CreativeOne Wealth LLC10,768$407K0.0%-3.4%0.136%
8/11/2025 Inspire Advisors LLC99,347$3.76M0.4%+28.3%1.250%
8/11/2025 Mosaic Family Wealth Partners LLC20,480$774K0.1%+2.3%0.258%
8/8/2025 Foundations Investment Advisors LLC7,275$275K0.0%+21.1%0.092%
8/7/2025 49 Wealth Management LLC11,288$427K0.0%+22.7%0.142%
8/6/2025 Christian Investment Advisors Inc.555,613$21.00M14.5%+3,368.2%6.989%
8/6/2025 Sound Financial Strategies Group LLC29,862$1.13M1.0%-4.3%0.376%
8/6/2025 OneAscent Wealth Management LLC33,977$1.28M0.5%-22.4%0.427%
8/5/2025 Optivise Advisory Services LLC8,920$337K0.2%+7.9%0.112%
8/4/2025 Creative Financial Designs Inc. ADV88,765$3.36M0.2%-59.9%1.117%
8/4/2025 Atria Investments Inc45,362$1.72M0.0%+7.9%0.571%
7/31/2025 Turning Point Benefit Group Inc.26,506$1.00M0.8%+32.5%0.333%
7/30/2025 Strategic Blueprint LLC20,984$793K0.0%-18.1%0.264%
7/28/2025 Harbour Investments Inc.1,873$71K0.0%-17.0%0.024%
7/28/2025 Kiker Wealth Management LLC2,000$76K0.0%-15.8%0.025%
7/28/2025 RFG Advisory LLC10,660$403K0.0%+21.4%0.134%
7/25/2025 Atria Wealth Solutions Inc.11,254$434K0.0%+45.4%0.142%
7/25/2025 CWM LLC166,396$6.29M0.0%+2.7%2.093%
7/24/2025 IFP Advisors Inc21,750$822K0.0%+160.6%0.274%
7/21/2025 Ameritas Advisory Services LLC660$25K0.0%N/A0.008%
7/16/2025 Moneywise Inc.19,995$756K0.4%-73.9%0.252%
7/14/2025 Golden State Equity Partners5,864$222K0.0%-4.5%0.074%
7/10/2025 Oliver Lagore Vanvalin Investment Group1,658$62K0.0%N/A0.021%
7/7/2025 O Connor Financial Group LLC17,850$689K0.3%-84.2%0.225%
6/27/2025 Goldman Sachs Group Inc.41,563$1.56M0.0%N/A0.513%
5/21/2025 Geneos Wealth Management Inc.35,102$1.32M0.0%+9.4%0.453%
5/19/2025 Jane Street Group LLC6,605$248K0.0%+4.5%0.085%
5/16/2025 Goldman Sachs Group Inc.41,563$1.56M0.0%N/A0.536%
5/14/2025 CreativeOne Wealth LLC11,150$419K0.0%-95.3%0.144%
5/14/2025 Kestra Advisory Services LLC65,909$2.48M0.0%-3.2%0.850%
5/13/2025 EverSource Wealth Advisors LLC89,028$3.35M0.2%-13.8%1.149%
5/12/2025 Bare Financial Services Inc79,760$3.00M1.2%+6.2%1.029%
5/12/2025 LaSalle St. Investment Advisors LLC6,228$234K0.1%+7.0%0.080%
5/9/2025 Atria Wealth Solutions Inc.7,739$291K0.0%N/A0.101%
5/9/2025 Sound Financial Strategies Group LLC31,204$1.17M1.0%+31.4%0.408%
5/7/2025 N.E.W. Advisory Services LLC6,376$240K0.0%N/A0.083%
5/7/2025 Foundations Investment Advisors LLC6,009$226K0.0%N/A0.079%
5/7/2025 Frontier Asset Management LLC123,575$4.65M1.3%-3.0%1.615%
5/7/2025 LPL Financial LLC452,110$17.01M0.0%+4.8%5.910%
5/7/2025 Inspire Advisors LLC77,441$2.91M0.3%+25.6%1.012%
5/7/2025 First Heartland Consultants Inc.34,187$1.29M0.1%-13.9%0.447%
5/6/2025 Cetera Investment Advisers47,374$1.78M0.0%+6.4%0.619%
5/5/2025 OneAscent Wealth Management LLC43,796$1.65M0.7%-2.8%0.572%
5/5/2025 IFP Advisors Inc8,345$314K0.0%+13.8%0.109%
5/5/2025 OneAscent Financial Services LLC155,414$5.85M0.4%+88.7%2.032%
5/2/2025 Mosaic Family Wealth Partners LLC20,018$753K0.1%+146.4%0.262%
5/2/2025 SageOak Financial LLC14,232$535K0.5%-7.7%0.186%
5/1/2025 CWM LLC162,069$6.10M0.0%+18.2%2.119%
4/30/2025 49 Wealth Management LLC9,196$346K0.0%N/A0.120%
4/29/2025 Envestnet Asset Management Inc.75,199$2.83M0.0%+2.6%0.983%
4/29/2025 Strategic Blueprint LLC25,625$964K0.1%-14.1%0.335%
4/28/2025 Holcombe Financial Inc.6,990$263K0.2%+6.0%0.091%
4/23/2025 Creative Financial Designs Inc. ADV221,560$8.34M0.7%+3.1%2.896%
4/23/2025 Golden State Equity Partners6,142$231K0.0%-36.8%0.080%
4/23/2025 Win Advisors Inc.23,670$890K0.5%+3.1%0.309%
4/23/2025 Consolidated Portfolio Review Corp25,695$967K0.2%+1.3%0.336%
4/23/2025 Moneywise Inc.76,469$2.88M1.5%+34.7%1.000%
4/22/2025 Cambridge Investment Research Advisors Inc.93,462$3.52M0.0%+5.6%1.222%
4/21/2025 Envestnet Portfolio Solutions Inc.11,144$419K0.0%-6.1%0.146%
4/18/2025 Optivise Advisory Services LLC8,265$311K0.2%+11.6%0.108%
4/17/2025 Janney Montgomery Scott LLC6,105$230K0.0%N/A0.094%
4/15/2025 Christian Investment Advisors Inc.16,020$609K0.4%+4.1%0.246%
4/15/2025 Strategic Equity Management158,769$5.97M2.5%+22.5%2.443%
4/14/2025 Whitaker Myers Wealth Managers LTD.8,000$301K0.1%N/A0.123%
4/10/2025 TrueWealth Advisors LLC6,671$251K0.1%-58.3%0.103%
4/9/2025 RFG Advisory LLC8,784$330K0.0%N/A0.135%
4/7/2025 O Connor Financial Group LLC112,647$4.24M2.2%+0.3%1.733%
3/24/2025 Mascagni Wealth Management Inc.1,550$56K0.0%N/A0.024%
2/18/2025 Mosaic Family Wealth Partners LLC8,123$295K0.0%N/A0.124%
2/18/2025 First Heartland Consultants Inc.39,692$1.44M0.1%+18.6%0.606%
2/17/2025 Vident Advisory LLC53,507$1.95M0.0%N/A0.817%
2/17/2025 Cetera Investment Advisers44,504$1.62M0.0%-3.6%0.679%
2/17/2025 Ameriprise Financial Inc.134,011$4.87M0.0%+9.2%2.046%
2/14/2025 Keel Point LLC41,159$1.50M0.1%+22.0%0.628%
2/14/2025 Jane Street Group LLC6,320$230K0.0%N/A0.096%
2/14/2025 Stifel Financial Corp69,011$2.51M0.0%N/A1.054%
2/14/2025 Optivise Advisory Services LLC7,408$269K0.1%+6.8%0.113%
2/14/2025 Holcombe Financial Inc.6,594$240K0.2%N/A0.101%
2/13/2025 NewEdge Advisors LLC1,500$55K0.0%-25.0%0.023%
2/13/2025 Master S Wealth Management Inc.16,643$605K0.3%N/A0.254%
2/13/2025 CreativeOne Wealth LLC235,517$8.56M0.3%-12.0%3.596%
2/13/2025 Raymond James Financial Inc.54,701$1.99M0.0%N/A0.835%
2/13/2025 Envestnet Asset Management Inc.73,314$2.67M0.0%+7.9%1.119%
2/12/2025 OneAscent Financial Services LLC82,362$2.99M0.3%N/A1.257%
2/12/2025 StoneX Group Inc.44,457$1.62M0.1%+4.9%0.679%
2/12/2025 OneAscent Wealth Management LLC45,035$1.64M0.7%+10.5%0.688%
2/12/2025Orion Portfolio Solutions LLC17,092$621K0.0%+117.4%0.261%
2/11/2025 LPL Financial LLC431,528$15.69M0.0%+3.5%6.588%
(Data available from 1/1/2016 forward)

TPHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPHD shares?

During the previous two years, 88 institutional investors and hedge funds held shares of Timothy Plan High Dividend Stock ETF. The most heavily invested institutionals were Christian Investment Advisors Inc. ($21.00M), LPL Financial LLC ($17.01M), CWM LLC ($6.29M), Strategic Equity Management ($5.97M), OneAscent Financial Services LLC ($5.85M), Ameriprise Financial Inc. ($4.76M), and Frontier Asset Management LLC ($4.65M).Learn more on Timothy Plan High Dividend Stock ETF's institutional investors.

Which institutional investors have been buying Timothy Plan High Dividend Stock ETF's stock?

Of the 82 institutional investors that purchased Timothy Plan High Dividend Stock ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Christian Investment Advisors Inc. ($555.61K), Atria Investments Inc ($541.26K), OneAscent Financial Services LLC ($515.86K), OneAscent Wealth Management LLC ($291.32K), Raymond James Financial Inc. ($109.88K), EverSource Wealth Advisors LLC ($93.30K), and Inspire Advisors LLC ($88.49K).

How much institutional buying is happening at Timothy Plan High Dividend Stock ETF?

Institutional investors have bought a total of 1,679,559 shares in the last 24 months. This purchase volume represents approximately $62.63M in transactions.

Which of Timothy Plan High Dividend Stock ETF's major shareholders have been selling company stock?

Of the 30 institutional investors that sold Timothy Plan High Dividend Stock ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CreativeOne Wealth LLC ($257.01K), Creative Financial Designs Inc. ADV ($157.36K), O Connor Financial Group LLC ($94.80K), Moneywise Inc. ($56.47K), Atria Investments Inc ($50.58K), EverSource Wealth Advisors LLC ($37.18K), and StoneX Group Inc. ($26.82K).

How much institutional selling is happening at Timothy Plan High Dividend Stock ETF?

Institutional investors have sold a total of 770,025 shares in the last 24 months. This volume of shares sold represents approximately $28.91M in transactions.


Related Companies

This page (NYSEARCA:TPHD) was last updated on 9/5/2025 by MarketBeat.com Staff
From Our Partners
Why Trump’s “Smart Dollar” could rewrite the rules
MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...
Stansberry Research | Sponsoredtc pixel
“Sell Nvidia before earnings”
Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has bee...
InvestorPlace | Sponsoredtc pixel
How “Trump’s New Dollar” Could Impact Your Wealth
President Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking a...
Brownstone Research | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
What's the Best Way to Lower RMD Taxes?
Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...
SmartAsset | Sponsoredtc pixel
Warren Buffett Issues Cryptic Warning on U.S. Dollar
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
One tiny company just cracked Google’s $19B problem
For decades, this “AI metal” was trapped in labs, too slow and expensive to ever reach mass production. The...
True Market Insiders | Sponsoredtc pixel