Who Owns TPHD?
Timothy Plan High Dividend Stock ETF — Institutional Ownership & 13F Holdings
$41.88
-0.07 (-0.16%)
Market Cap
$348.1M
Shares Outstanding
8,155,709
Institutional Holders
86
Total Inst. Value
$102.8M
% of Float Held
—
QoQ Holder Change
+37
Institutional data as of Q1 2025
New Positions
23
Closed Positions
14
Increased
34
Decreased
17
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $18.4M | 490 |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | $8.3M | 221,560 |
| 3 | Strategic Equity Management | $6.0M | 158,769 |
| 4 | OneAscent Financial Services LLC | $5.8M | 155,414 |
| 5 | AMERIPRISE FINANCIAL INC | $4.8M | 128,645 |
| 6 | Frontier Asset Management, LLC | $4.6M | 123,575 |
| 7 | O'Connor Financial Group LLCNew | $4.2M | 112,647 |
| 8 | Cambridge Investment Research Advisors, Inc. | $3.5M | 93,462 |
| 9 | EverSource Wealth Advisors, LLC | $3.3M | 89,028 |
| 10 | STIFEL FINANCIAL CORP | $3.2M | 85,921 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +490 | $18.4M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +7K | $8.3M |
| Strategic Equity Management | +29K | $6.0M |
| OneAscent Financial Services LLC | +73K | $5.8M |
| O'Connor Financial Group LLCNew | +113K | $4.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CreativeOne Wealth, LLC | -224K | $419K |
| Atria Investments, Inc | -37K | $2K |
| EverSource Wealth Advisors, LLC | -14K | $3.3M |
| CITADEL ADVISORS LLC | -7K | $453K |
| First Heartland Consultants, Inc. | -6K | $1.3M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold TPHD?
As of Q1 2025, 86 institutional investors report holding TPHD (Timothy Plan High Dividend Stock ETF) in their 13F filings.
Which hedge fund owns the most TPHD?
The largest institutional holder of TPHD is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $18.4M in shares.
Are institutions buying or selling TPHD?
This quarter, 23 institutions opened new positions in TPHD and 14 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.