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Timothy Plan High Dividend Stock ETF (TPHD) Institutional Ownership

Timothy Plan High Dividend Stock ETF logo
$35.20 +0.41 (+1.18%)
As of 04/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Timothy Plan High Dividend Stock ETF (NYSEARCA:TPHD)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$34.21M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$23.36M
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TPHD Institutional Buying and Selling by Quarter

Timothy Plan High Dividend Stock ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
3/24/2025Mascagni Wealth Management Inc.1,550$56K0.0%N/A0.024%
2/18/2025Mosaic Family Wealth Partners LLC8,123$295K0.0%N/A0.124%
2/18/2025First Heartland Consultants Inc.39,692$1.44M0.1%+18.6%0.606%
2/17/2025Vident Advisory LLC53,507$1.95M0.0%N/A0.817%
2/17/2025Cetera Investment Advisers44,504$1.62M0.0%-3.6%0.679%
2/17/2025Ameriprise Financial Inc.134,011$4.87M0.0%+9.2%2.046%
2/14/2025Keel Point LLC41,159$1.50M0.1%+22.0%0.628%
2/14/2025Jane Street Group LLC6,320$230K0.0%N/A0.096%
2/14/2025Stifel Financial Corp69,011$2.51M0.0%N/A1.054%
2/14/2025 Optivise Advisory Services LLC7,408$269K0.1%+6.8%0.113%
2/14/2025Holcombe Financial Inc.6,594$240K0.2%N/A0.101%
2/13/2025NewEdge Advisors LLC1,500$55K0.0%-25.0%0.023%
2/13/2025Master S Wealth Management Inc.16,643$605K0.3%N/A0.254%
2/13/2025CreativeOne Wealth LLC235,517$8.56M0.3%-12.0%3.596%
2/13/2025Raymond James Financial Inc.54,701$1.99M0.0%N/A0.835%
2/13/2025Envestnet Asset Management Inc.73,314$2.67M0.0%+7.9%1.119%
2/12/2025OneAscent Financial Services LLC82,362$2.99M0.3%N/A1.257%
2/12/2025StoneX Group Inc.44,457$1.62M0.1%+4.9%0.679%
2/12/2025OneAscent Wealth Management LLC45,035$1.64M0.7%+10.5%0.688%
2/12/2025Orion Portfolio Solutions LLC17,092$621K0.0%+117.4%0.261%
2/11/2025LPL Financial LLC431,528$15.69M0.0%+3.5%6.588%
2/11/2025SageOak Financial LLC15,427$561K0.5%N/A0.236%
2/10/2025Creative Financial Designs Inc. ADV214,924$7.81M0.6%+0.9%3.281%
2/10/2025Harbour Investments Inc.2,438$89K0.0%+43.0%0.037%
2/10/2025Commonwealth Equity Services LLC26,277$955K0.0%+5.1%0.401%
2/10/2025Bare Financial Services Inc75,079$2.73M1.1%+3.3%1.146%
2/10/2025EverSource Wealth Advisors LLC103,256$3.75M0.2%+0.9%1.576%
2/7/2025Inspire Advisors LLC61,669$2.24M0.3%+8.4%0.942%
2/7/2025Independent Advisor Alliance18,191$661K0.0%N/A0.278%
2/7/2025Frontier Asset Management LLC127,431$4.63M1.5%-4.9%1.946%
2/7/2025 Strategic Equity Management129,569$4.71M2.0%+14.1%1.978%
2/6/2025Raymond James Financial Inc.54,701$1.99M0.0%N/A0.835%
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2/6/2025Sound Financial Strategies Group LLC23,750$863K0.7%-2.1%0.363%
2/6/2025LVZ Inc.64,043$2.33M0.3%+2.8%0.978%
2/6/2025Atria Investments Inc78,729$2.86M0.0%-39.1%1.202%
2/6/2025Jones Financial Companies Lllp3,853$140K0.0%+98.1%0.059%
2/5/2025 Christian Investment Advisors Inc.15,392$560K0.4%N/A0.235%
2/4/2025IFP Advisors Inc7,330$266K0.0%+42.7%0.112%
2/4/2025Midwest Capital Advisors LLC1,797$65K0.0%N/A0.027%
2/3/2025Turning Point Benefit Group Inc.10,994$402K0.4%N/A0.168%
2/3/2025 Centricity Wealth Management LLC2,119$77K0.1%N/A0.032%
1/27/2025Financial Advocates Investment Management50,081$1.82M0.1%-2.9%0.765%
1/27/2025Moneywise Inc.56,774$2.06M1.0%+18.2%0.867%
1/27/2025Win Advisors Inc.22,965$835K0.4%-9.7%0.351%
1/24/2025HHM Wealth Advisors LLC8,568$311K0.0%-6.0%0.131%
1/24/2025Golden State Equity Partners9,715$353K0.1%-3.4%0.148%
1/23/2025Strategic Blueprint LLC29,836$1.09M0.1%-9.9%0.456%
1/21/2025Geneos Wealth Management Inc.32,073$1.17M0.0%+8.6%0.490%
1/15/2025 TrueWealth Advisors LLC15,995$582K0.2%+15.7%0.244%
1/13/2025Brookstone Capital Management6,792$247K0.0%N/A0.104%
1/6/2025 O Connor Financial Group LLC112,320$4.08M2.1%+2.7%1.715%
11/15/2024Orion Portfolio Solutions LLC7,863$296K0.0%N/A0.120%
11/14/2024Arete Wealth Advisors LLC6,155$231K0.0%-50.6%0.094%
11/14/2024CreativeOne Wealth LLC267,774$10.10M0.3%+1.2%4.088%
11/12/2024StoneX Group Inc.42,392$1.60M0.1%+6.1%0.647%
11/8/2024EverSource Wealth Advisors LLC102,294$3.86M0.2%-9.4%1.562%
11/7/2024OneAscent Wealth Management LLC40,754$1.54M0.6%N/A0.622%
11/5/2024First Heartland Consultants Inc.33,478$1.26M0.1%+6.8%0.511%
11/4/2024Sigma Planning Corp11,845$447K0.0%-10.6%0.181%
11/1/2024Atria Investments Inc129,308$4.88M0.1%+14.3%1.974%
10/29/2024 TrueWealth Advisors LLC13,822$521K0.2%+17.7%0.211%
10/28/2024Creative Financial Designs Inc. ADV212,991$8.03M0.7%-10.3%3.252%
10/24/2024J.W. Cole Advisors Inc.45,985$1.73M0.1%+2.2%0.702%
10/21/2024Moneywise Inc.48,028$1.81M0.9%+15.2%0.733%
10/17/2024Inspire Advisors LLC56,916$2.15M0.3%+330.8%0.869%
10/8/2024CWM LLC128,917$4.86M0.0%+27.6%1.968%
10/8/2024 O Connor Financial Group LLC109,342$4.12M2.2%+0.9%1.669%
10/8/2024 Dynamic Advisor Solutions LLC9,914$374K0.0%+29.7%0.151%
8/22/2024Cetera Investment Advisers49,482$1.73M0.0%-13.2%0.755%
8/14/2024CreativeOne Wealth LLC264,606$9.26M0.5%-8.9%4.040%
8/14/2024EverSource Wealth Advisors LLC112,906$4.15M0.3%+11.3%1.724%
8/8/2024J.W. Cole Advisors Inc.45,006$1.58M0.1%-46.8%0.687%
8/8/2024Inspire Advisors LLC13,212$462K0.1%+3.8%0.202%
8/8/2024Envestnet Asset Management Inc.76,841$2.69M0.0%+58.1%1.173%
8/8/2024Frontier Asset Management LLC160,450$5.61M2.0%-31.3%2.450%
8/1/2024Consolidated Portfolio Review Corp25,429$890K0.2%+1.5%0.388%
7/31/2024 Strategic Equity Management105,765$3.70M2.4%-13.0%1.615%
7/31/2024Aptus Capital Advisors LLC2,914$102K0.0%N/A0.044%
7/31/2024Commonwealth Equity Services LLC22,845$799K0.0%-3.7%0.349%
7/27/2024Strategic Blueprint LLC33,224$1.16M0.1%-50.6%0.507%
7/26/2024Cambridge Investment Research Advisors Inc.83,999$2.94M0.0%-2.2%1.282%
7/25/2024First Heartland Consultants Inc.31,344$1.10M0.1%+57.3%0.479%
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7/24/2024 TrueWealth Advisors LLC11,748$411K0.2%+17.1%0.179%
7/24/2024LVZ Inc.63,580$2.22M0.3%-3.5%0.971%
7/16/2024Envestnet Portfolio Solutions Inc.20,385$713K0.0%-43.1%0.311%
7/15/2024 Dynamic Advisor Solutions LLC7,646$267K0.0%N/A0.117%
7/10/2024CWM LLC101,057$3.54M0.0%+7.7%1.543%
6/11/2024EverSource Wealth Advisors LLC101,433$3.53M0.3%+30.4%1.549%
5/24/2024Cetera Advisors LLC23,994$868K0.0%+19.1%0.366%
5/24/2024Cetera Investment Advisers57,006$2.06M0.0%+401.6%0.870%
5/21/2024Atria Investments Inc366,258$13.25M0.2%-42.8%5.592%
5/14/2024CreativeOne Wealth LLC290,521$10.51M0.4%+0.9%4.435%
(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, 82 institutional investors and hedge funds held shares of Timothy Plan High Dividend Stock ETF. The most heavily invested institutionals were LPL Financial LLC ($15.69M), CreativeOne Wealth LLC ($8.56M), Creative Financial Designs Inc. ADV ($7.81M), Strategic Equity Management ($5.97M), Ameriprise Financial Inc. ($4.87M), CWM LLC ($4.86M), and Frontier Asset Management LLC ($4.63M).Learn more on TPHD's institutional investors.

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

Of the 78 institutional investors that purchased Timothy Plan High Dividend Stock ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atria Investments Inc ($537.93K), OneAscent Financial Services LLC ($442.81K), OneAscent Wealth Management LLC ($291.32K), LPL Financial LLC ($206.60K), Strategic Equity Management ($128.75K), EverSource Wealth Advisors LLC ($109.63K), and Raymond James Financial Inc. ($109.40K).

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

Institutional investors have bought a total of 2,885,697 shares in the last 24 months. This purchase volume represents approximately $94.79M in transactions.

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

Of the 29 institutional investors that sold Timothy Plan High Dividend Stock ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atria Investments Inc ($551.85K), Creative Financial Designs Inc. ADV ($174.78K), OneAscent Financial Services LLC ($122.41K), OneAscent Wealth Management LLC ($96.51K), CreativeOne Wealth LLC ($84.73K), Frontier Asset Management LLC ($79.55K), and Strategic Blueprint LLC ($39.74K).

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

Institutional investors have sold a total of 1,377,053 shares in the last 24 months. This volume of shares sold represents approximately $47.26M in transactions.


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This page (NYSEARCA:TPHD) was last updated on 4/20/2025 by MarketBeat.com Staff
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