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Timothy Plan High Dividend Stock ETF (TPHD) Institutional Ownership

Timothy Plan High Dividend Stock ETF logo
$37.56 +0.33 (+0.90%)
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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)
54
Total
Institutional Inflows
(last 12 months)
$32.67M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$30.92M
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TPHD Institutional Buying and Selling by Quarter

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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
3/24/2025Mascagni 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%
2/12/2025 Orion Portfolio Solutions LLC17,092$621K0.0%+117.4%0.261%
2/11/2025 LPL Financial LLC431,528$15.69M0.0%+3.5%6.588%
2/11/2025 SageOak Financial LLC15,427$561K0.5%N/A0.236%
2/10/2025 Creative Financial Designs Inc. ADV214,924$7.81M0.6%+0.9%3.281%
2/10/2025 Harbour Investments Inc.2,438$89K0.0%+43.0%0.037%
2/10/2025 Commonwealth Equity Services LLC26,277$955K0.0%+5.1%0.401%
2/10/2025 Bare Financial Services Inc75,079$2.73M1.1%+3.3%1.146%
2/10/2025 EverSource Wealth Advisors LLC103,256$3.75M0.2%+0.9%1.576%
2/7/2025 Inspire Advisors LLC61,669$2.24M0.3%+8.4%0.942%
2/7/2025 Independent Advisor Alliance18,191$661K0.0%N/A0.278%
2/7/2025 Frontier 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%
2/6/2025 Raymond James Financial Inc.54,701$1.99M0.0%N/A0.835%
2/6/2025 Sound Financial Strategies Group LLC23,750$863K0.7%-2.1%0.363%
2/6/2025 LVZ Inc.64,043$2.33M0.3%+2.8%0.978%
2/6/2025 Atria Investments Inc78,729$2.86M0.0%-39.1%1.202%
2/6/2025 Jones Financial Companies Lllp3,853$140K0.0%+98.1%0.059%
2/5/2025 Christian Investment Advisors Inc.15,392$560K0.4%N/A0.235%
2/4/2025 IFP Advisors Inc7,330$266K0.0%+42.7%0.112%
2/4/2025 Midwest Capital Advisors LLC1,797$65K0.0%N/A0.027%
2/3/2025 Turning Point Benefit Group Inc.10,994$402K0.4%N/A0.168%
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2/3/2025 Centricity Wealth Management LLC2,119$77K0.1%N/A0.032%
1/27/2025 Financial Advocates Investment Management50,081$1.82M0.1%-2.9%0.765%
1/27/2025 Moneywise Inc.56,774$2.06M1.0%+18.2%0.867%
1/27/2025 Win Advisors Inc.22,965$835K0.4%-9.7%0.351%
1/24/2025 HHM Wealth Advisors LLC8,568$311K0.0%-6.0%0.131%
1/24/2025 Golden State Equity Partners9,715$353K0.1%-3.4%0.148%
1/23/2025 Strategic Blueprint LLC29,836$1.09M0.1%-9.9%0.456%
1/21/2025 Geneos 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%
1/13/2025 Brookstone Capital Management6,792$247K0.0%N/A0.104%
1/6/2025 O Connor Financial Group LLC112,320$4.08M2.1%+2.7%1.715%
11/15/2024 Orion Portfolio Solutions LLC7,863$296K0.0%N/A0.120%
11/14/2024 Arete Wealth Advisors LLC6,155$231K0.0%-50.6%0.094%
11/14/2024 CreativeOne Wealth LLC267,774$10.10M0.3%+1.2%4.088%
11/12/2024 StoneX Group Inc.42,392$1.60M0.1%+6.1%0.647%
11/8/2024 EverSource Wealth Advisors LLC102,294$3.86M0.2%-9.4%1.562%
11/7/2024 OneAscent Wealth Management LLC40,754$1.54M0.6%N/A0.622%
11/5/2024 First Heartland Consultants Inc.33,478$1.26M0.1%+6.8%0.511%
11/4/2024 Sigma Planning Corp11,845$447K0.0%-10.6%0.181%
11/1/2024 Atria Investments Inc129,308$4.88M0.1%+14.3%1.974%
10/29/2024 TrueWealth Advisors LLC13,822$521K0.2%+17.7%0.211%
10/28/2024 Creative Financial Designs Inc. ADV212,991$8.03M0.7%-10.3%3.252%
10/24/2024 J.W. Cole Advisors Inc.45,985$1.73M0.1%+2.2%0.702%
10/21/2024 Moneywise Inc.48,028$1.81M0.9%+15.2%0.733%
10/17/2024 Inspire Advisors LLC56,916$2.15M0.3%+330.8%0.869%
10/8/2024 CWM 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%
8/22/2024 Cetera Investment Advisers49,482$1.73M0.0%-13.2%0.755%
8/14/2024 CreativeOne Wealth LLC264,606$9.26M0.5%-8.9%4.040%
8/14/2024 EverSource Wealth Advisors LLC112,906$4.15M0.3%+11.3%1.724%
8/8/2024 J.W. Cole Advisors Inc.45,006$1.58M0.1%-46.8%0.687%
8/8/2024 Inspire Advisors LLC13,212$462K0.1%+3.8%0.202%
8/8/2024 Envestnet Asset Management Inc.76,841$2.69M0.0%+58.1%1.173%
8/8/2024 Frontier Asset Management LLC160,450$5.61M2.0%-31.3%2.450%
8/1/2024 Consolidated Portfolio Review Corp25,429$890K0.2%+1.5%0.388%
7/31/2024 Strategic Equity Management105,765$3.70M2.4%-13.0%1.615%
7/31/2024 Aptus Capital Advisors LLC2,914$102K0.0%N/A0.044%
7/31/2024 Commonwealth Equity Services LLC22,845$799K0.0%-3.7%0.349%
7/27/2024 Strategic Blueprint LLC33,224$1.16M0.1%-50.6%0.507%
7/26/2024 Cambridge Investment Research Advisors Inc.83,999$2.94M0.0%-2.2%1.282%
7/25/2024 First Heartland Consultants Inc.31,344$1.10M0.1%+57.3%0.479%
7/24/2024 TrueWealth Advisors LLC11,748$411K0.2%+17.1%0.179%
7/24/2024 LVZ Inc.63,580$2.22M0.3%-3.5%0.971%
7/16/2024 Envestnet Portfolio Solutions Inc.20,385$713K0.0%-43.1%0.311%
7/15/2024 Dynamic Advisor Solutions LLC7,646$267K0.0%N/A0.117%
7/10/2024 CWM LLC101,057$3.54M0.0%+7.7%1.543%
6/11/2024 EverSource Wealth Advisors LLC101,433$3.53M0.3%+30.4%1.549%
5/24/2024Cetera Advisors LLC23,994$868K0.0%+19.1%0.366%
5/24/2024 Cetera Investment Advisers57,006$2.06M0.0%+401.6%0.870%
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5/21/2024 Atria Investments Inc366,258$13.25M0.2%-42.8%5.592%
5/14/2024 CreativeOne Wealth LLC290,521$10.51M0.4%+0.9%4.435%
5/8/2024 Avantax Advisory Services Inc.5,584$202K0.0%N/A0.085%
5/8/2024 Inspire Advisors LLC12,733$461K0.1%+17.3%0.194%
5/6/2024 Envestnet Portfolio Solutions Inc.35,803$1.30M0.0%+5.1%0.547%
5/4/2024 Geneos Wealth Management Inc.20,676$748K0.0%+13.7%0.316%
5/1/2024 StoneX Group Inc.40,115$1.45M0.2%+2.4%0.612%
4/30/2024 Consolidated Portfolio Review Corp25,058$906K0.2%+8.4%0.383%
4/30/2024 J.W. Cole Advisors Inc.84,577$3.06M0.2%+0.6%1.291%
4/30/2024 Commonwealth Equity Services LLC23,723$858K0.0%-2.5%0.362%
(Data available from 1/1/2016 forward)

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TPHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPHD shares?

During the previous two years, 80 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), Ameriprise Financial Inc. ($4.87M), CWM LLC ($4.86M), Strategic Equity Management ($4.71M), 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 75 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), O Connor Financial Group LLC ($117.44K), 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 2,940,073 shares in the last 24 months. This purchase volume represents approximately $96.14M 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), OneAscent Financial Services LLC ($223.56K), OneAscent Wealth Management LLC ($208.33K), Creative Financial Designs Inc. ADV ($174.78K), 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 1,580,709 shares in the last 24 months. This volume of shares sold represents approximately $53.56M in transactions.


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This page (NYSEARCA:TPHD) was last updated on 3/31/2025 by MarketBeat.com Staff
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