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Timothy Plan High Dividend Stock ETF (TPHD) Institutional Ownership

Timothy Plan High Dividend Stock ETF logo
$38.27 +0.36 (+0.95%)
As of 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)
35
Total
Institutional Inflows
(last 12 months)
$17.51M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$27.83M
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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
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%
1/13/2025 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%
11/15/2024Orion 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%
10/8/2024Dynamic 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%
7/31/2024Strategic 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%
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%
7/15/2024Dynamic Advisor Solutions LLC7,646$267K0.0%N/A0.117%
7/10/2024CWM LLC101,057$3.54M0.0%+7.7%1.543%
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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%
5/8/2024Avantax Advisory Services Inc.5,584$202K0.0%N/A0.085%
5/8/2024Inspire Advisors LLC12,733$461K0.1%+17.3%0.194%
5/6/2024Envestnet Portfolio Solutions Inc.35,803$1.30M0.0%+5.1%0.547%
5/4/2024Geneos Wealth Management Inc.20,676$748K0.0%+13.7%0.316%
5/1/2024StoneX Group Inc.40,115$1.45M0.2%+2.4%0.612%
4/30/2024Consolidated Portfolio Review Corp25,058$906K0.2%+8.4%0.383%
4/30/2024J.W. Cole Advisors Inc.84,577$3.06M0.2%+0.6%1.291%
4/30/2024Commonwealth Equity Services LLC23,723$858K0.0%-2.5%0.362%
4/25/2024Cambridge Investment Research Advisors Inc.85,848$3.11M0.0%-7.3%1.311%
4/24/2024Win Advisors Inc.31,301$1.13M0.5%+2.5%0.478%
4/23/2024 TrueWealth Advisors LLC10,030$363K0.1%+4.3%0.153%
4/23/2024Raymond James Financial Services Advisors Inc.48,772$1.76M0.0%+4.8%0.745%
4/22/2024PFG Investments LLC25,058$906K0.1%N/A0.383%
4/19/2024 BluePath Capital Management LLC5,980$216K0.2%N/A0.091%
4/16/2024OneAscent Financial Services LLC238,042$8.61M1.0%-34.0%3.634%
4/16/2024OneAscent Wealth Management LLC149,776$5.42M2.1%-38.8%2.287%
4/15/2024 Brookstone Capital Management5,854$212K0.0%N/A0.089%
4/12/2024 Whitaker Myers Wealth Managers LTD.5,701$206K0.1%-21.0%0.097%
4/11/2024 O Connor Financial Group LLC113,517$4.11M2.4%+1.4%1.924%
3/5/2024Slagle Financial LLC14,900$493K0.1%+100.0%0.253%
2/12/2024StoneX Group Inc.39,189$1.30M0.2%+3.1%0.664%
2/12/2024WorthPointe LLC16,156$535K0.3%+136.8%0.274%
2/9/2024Cambridge Investment Research Advisors Inc.92,611$3.07M0.0%-6.8%1.570%
2/9/2024EverSource Wealth Advisors LLC77,801$2.58M0.2%+26.6%1.319%
2/9/2024CreativeOne Wealth LLC288,022$9.54M0.6%+1.8%4.882%
2/8/2024Financial Advocates Investment Management50,718$1.68M0.1%+5.0%0.860%
2/7/2024Envestnet Portfolio Solutions Inc.34,071$1.13M0.0%+26.6%0.577%
2/7/2024Strategic Equity Management83,574$2.77M3.1%+20.6%1.417%
2/7/2024Principal Securities Inc.749$25K0.0%N/A0.013%
2/6/2024Bare Financial Services Inc4,472$148K0.3%N/A0.076%
2/5/2024Win Advisors Inc.30,552$1.01M0.5%+11.6%0.518%
2/1/2024CWM LLC93,598$3.10M0.0%+11.8%1.586%
1/31/2024J.W. Cole Advisors Inc.84,109$2.79M0.2%+0.8%1.426%
1/31/2024AIFG Consultants Ltd.8,940$296K0.2%+5.0%0.152%
1/29/2024Moneywise Inc.21,054$697K0.4%N/A0.357%
1/29/2024Consolidated Portfolio Review Corp23,119$766K0.2%+72.1%0.392%
1/26/2024Geneos Wealth Management Inc.18,187$602K0.0%-29.6%0.308%
1/25/2024Strategic Blueprint LLC67,434$2.23M0.2%-3.4%1.143%
1/23/2024LVZ Inc.64,012$2.12M0.3%+1.5%1.085%
1/18/2024Symphony Financial Ltd. Co.6,818$223K0.0%N/A0.116%
1/16/2024Raymond James Financial Services Advisors Inc.46,530$1.54M0.0%+4.6%0.789%
1/11/2024OneAscent Wealth Management LLC244,669$8.10M3.2%-0.7%4.147%
1/11/2024OneAscent Financial Services LLC360,447$11.94M1.5%+26.6%6.109%
1/10/2024Creative Financial Designs Inc. ADV217,395$7.20M0.7%-6.6%3.685%
11/20/2023Silver Oak Securities Incorporated1,620$50K0.0%N/A0.027%
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11/13/2023LPL Financial LLC305,952$9.37M0.0%+18.7%5.186%
11/13/2023Frontier Asset Management LLC229,604$7.03M3.2%+0.2%3.892%
11/13/2023Envestnet Portfolio Solutions Inc.26,907$824K0.0%N/A0.456%
11/13/2023Kestra Advisory Services LLC64,552$1.98M0.0%+87.9%1.094%
11/9/2023Oliver Lagore Vanvalin Investment Group4,127$126K0.0%+139.2%0.070%
11/8/2023AIFG Consultants Ltd.8,515$261K0.2%-21.9%0.144%
11/7/2023Strategic Equity Management69,312$2.12M0.8%+22.4%1.175%
11/7/2023 TrueWealth Advisors LLC9,720$298K0.1%-15.8%0.165%
11/7/2023Atria Investments Inc597,115$18.28M0.3%+692.7%10.121%
11/6/2023Sigma Planning Corp13,468$412K0.0%-30.6%0.228%
(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, 59 institutional investors and hedge funds held shares of Timothy Plan High Dividend Stock ETF. The most heavily invested institutionals were CreativeOne Wealth LLC ($10.10M), LPL Financial LLC ($9.37M), OneAscent Financial Services LLC ($8.61M), Creative Financial Designs Inc. ADV ($8.03M), Frontier Asset Management LLC ($5.61M), Atria Investments Inc ($4.88M), and CWM LLC ($4.86M).Learn more on TPHD's institutional investors.

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

Of the 57 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 ($548.56K), OneAscent Financial Services LLC ($360.45K), OneAscent Wealth Management LLC ($287.04K), LPL Financial LLC ($198.94K), O Connor Financial Group LLC ($117.44K), EverSource Wealth Advisors LLC ($109.02K), and Strategic Equity Management ($83.57K).

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

Institutional investors have bought a total of 2,533,983 shares in the last 24 months. This purchase volume represents approximately $80.77M in transactions.

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

Of the 25 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 ($501.27K), OneAscent Financial Services LLC ($223.56K), OneAscent Wealth Management LLC ($208.33K), Creative Financial Designs Inc. ADV ($174.78K), Frontier Asset Management LLC ($72.94K), CreativeOne Wealth LLC ($52.47K), and J.W. Cole Advisors Inc. ($39.57K).

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

Institutional investors have sold a total of 1,483,809 shares in the last 24 months. This volume of shares sold represents approximately $50.02M in transactions.


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This page (NYSEARCA:TPHD) was last updated on 1/21/2025 by MarketBeat.com Staff
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