TIMOTHY PLAN HIGH DVD STCK TPHD
$42.83
+1.2% 52w: $36.57 – $42.83
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data36.5739.7042.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
93
+4 QoQ
13F value
$153.8M
+3.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TPHD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | Other | 858.5K | $35.5M | 0.3% | Held |
| LPL Financial LLC | Bank broker | 519.4K | $21.5M | 0.0% | +5.8% |
| Christian Investment Advisors, Inc. | Wealth advisor | 427.8K | $17.4M | 11.0% | -0.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 145.5K | $6.0M | 0.0% | -4.4% |
| CWM, LLC | Wealth advisor | 106.5K | $4.4M | 0.0% | -32.2% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 102.3K | $4.2M | 0.0% | +135.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 101.3K | $4.2M | 0.0% | -14.7% |
| OneAscent Financial Services LLC | Wealth advisor | 82.3K | $3.4M | 0.2% | +6.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 71.3K | $2.9M | 0.0% | +12.1% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 71.1K | $2.9M | 0.2% | -34.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 67.5K | $2.8M | 0.0% | +9.1% |
| Cetera Investment Advisers | Wealth advisor | 61.9K | $2.6M | 0.0% | +6.2% |
| Turning Point Benefit Group, Inc. | Wealth advisor | 53.2K | $2.2M | 1.4% | -9.5% |
| Inspire Advisors, LLC | Wealth advisor | 51.6K | $2.1M | 0.2% | -47.1% |
| First Heartland Consultants, Inc. | Wealth advisor | 51.1K | $2.1M | 0.2% | -6.7% |
| WorthPointe, LLC | Wealth advisor | 43.4K | $1.8M | 0.5% | -37.5% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 43.1K | $1.8M | 0.0% | +50.8% |
| FAMILY WEALTH PARTNERS, LLC | Wealth advisor | 41.8K | $1.7M | 0.6% | +53.3% |
| Atria Investments, Inc | Wealth advisor | 40.0K | $1.7M | 0.0% | -12.1% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 39.9K | $1.7M | 0.1% | -11.3% |
| Bare Financial Services, Inc | Wealth advisor | 39.6K | $1.6M | 0.4% | +95.8% |
| Frontier Asset Management, LLC | Wealth advisor | 37.4K | $1.5M | 0.3% | -14.7% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 36.9K | $1.5M | 0.1% | +30.6% |
| Sound Financial Strategies Group, LLC | Wealth advisor | 35.1K | $1.5M | 1.0% | +20.1% |
| Geneos Wealth Management Inc. | Wealth advisor | 33.8K | $1.4M | 0.0% | +28.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 31.6K | $1.3M | 0.0% | +8.9% |
| Farther Finance Advisors, LLC | Wealth advisor | 26.2K | $1.1M | 0.0% | +326.6% |
| Independent Advisor Alliance | Wealth advisor | 25.2K | $1.0M | 0.0% | +194.5% |
| IFP Advisors, Inc | Wealth advisor | 22.7K | $939K | 0.0% | +2.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 22.8K | $938K | 0.0% | +24.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 20.0K | $826K | 0.0% | -17.2% |
| UBS Group AG | Bank broker | 19.4K | $801K | 0.0% | -9.1% |
| OneAscent Wealth Management LLC | Wealth advisor | 18.9K | $784K | 0.3% | -9.5% |
| Foundations Investment Advisors, LLC | Wealth advisor | 18.8K | $776K | 0.0% | +20.1% |
| O'Connor Financial Group LLC | Wealth advisor | 18.2K | $754K | 0.3% | +0.9% |
| Allen Capital Group, LLC | Wealth advisor | 17.9K | $742K | 0.1% | New |
| RFG Advisory, LLC | Wealth advisor | 16.8K | $696K | 0.0% | +13.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 15.8K | $652K | 0.0% | -19.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 14.9K | $617K | 0.0% | +7.8% |
| WIN ADVISORS, INC | Wealth advisor | 14.8K | $613K | 0.3% | -24.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 14.7K | $606K | 0.0% | -13.2% |
| SUMMIT WEALTH GROUP LLC / CO | Wealth advisor | 13.4K | $556K | 0.1% | +5.4% |
| Sigma Planning Corp | Wealth advisor | 12.0K | $496K | 0.0% | 0.0% |
| Merit Financial Group, LLC | Wealth advisor | 11.2K | $465K | 0.0% | +7.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 10.4K | $431K | 0.0% | +116.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 10.0K | $414K | 0.0% | -78.4% |
| CreativeOne Wealth, LLC | Wealth advisor | 9.9K | $409K | 0.0% | New |
| 49 WEALTH MANAGEMENT, LLC | Wealth advisor | 9.6K | $397K | 0.0% | -48.9% |
| LaSalle St. Investment Advisors, LLC | Wealth advisor | 8.9K | $366K | 0.1% | +22.7% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 8.8K | $364K | 0.0% | +1.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.