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Disclosery

TPHD TIMOTHY PLAN

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HIG DV STK ETF (fund)

86 managers (88 13F filers) reported a position in TPHD shares at 2025-03-31, 3,175,859 shares in all. 13 filers opened a position and 11 filers sold out during the quarter.

Managers
86
13F filers
88
New
13
Added
39
Reduced
21
Sold out
11
Shares held by filers
3,175,859

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC452,110$17M0.01%+20,58213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV221,560$8.34M0.67%+6,63613F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding199,210$7.5M+71,813Timeline
CWM, LLCin group CWM, LLC162,069$6.1M0.02%+24,93813F-HRTimelineGroup
Strategic Equity Management158,769$5.97M2.51%+29,20013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC128,645$4.83M<0.01%-5,36613F-HRTimelineGroup
Frontier Asset Management, LLC123,575$4.65M1.35%-3,85613F-HRTimeline
O'Connor Financial Group LLC112,647$4.24M2.2%+32713F-HRTimeline
Cambridge Investment Research Advisors,…93,462$3.52M0.01%+4,97613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…89,028$3.35M0.18%-14,22813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding86,343$3.25M+1,157Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP85,921$3.23M<0.01%+16,91013F-HRTimelineGroup
Bare Financial Services, Inc79,760$3M1.15%+4,68113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC77,441$2.91M0.34%+15,77213F-HRTimelineGroup
MONEYWISE, INC.76,469$2.88M1.52%+19,69513F-HRTimeline
Geneos Wealth Management Inc.71,884$2.7M0.04%+39,81113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC65,909$2.48M0.01%-2,16213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,423$2.24M<0.01%+4,72213F-HRTimelineGroup
Financial Advocates Investment Manageme…50,828$1.91M0.13%+74713F-HRTimeline
Cetera Investment Advisers47,374$1.78M<0.01%+2,87013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.46,403$1.75M0.1%+6613F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.46,256$1.74M0.05%+12313F-HRTimeline
Atria Investments, Inc42,033$1.58M0.02%-36,69613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,563$1.56M<0.01%new13F-HR/ATimelineGroup
First Heartland Consultants, Inc.34,187$1.29M0.13%-5,50513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,385$1.22M<0.01%+18,04813F-HRTimelineGroup
Sound Financial Strategies Group, LLC31,204$1.17M1.05%+7,45413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,805$1.08M<0.01%+15,37113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC27,531$1.04M<0.01%+1,25413F-HRTimeline
Consolidated Portfolio Review Corp25,695$967K0.15%+33613F-HRTimeline
Strategic Blueprint, LLC25,625$964K0.05%-4,21113F-HRTimeline
WIN ADVISORS, INC23,670$890K0.46%+70513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC20,018$753K0.11%+11,89513F-HRTimeline
UBS Group AGin group UBS Group AG18,821$708K<0.01%-88013F-HRTimelineGroup
Turning Point Benefit Group, Inc.19,997$671K0.63%+9,00313F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.16,723$629K0.33%+8013F-HRTimeline
Christian Investment Advisors, Inc.16,020$609K0.42%+62813F-HRTimeline
SageOak Financial, LLC14,232$535K0.47%-1,19513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,032$453K<0.01%-6,92713F-HRTimelineGroup
Sigma Planning Corp11,852$446K0.01%+413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,150$419K0.01%-224,36713F-HRTimelineGroup
Orion Porfolio Solutions, LLC9,424$355K<0.01%-7,66813F-HRTimeline
Orion Portfolio Solutions, LLC9,424$355K<0.01%-7,66813F-HR/ATimeline
49 WEALTH MANAGEMENT, LLC9,196$346K0.04%new13F-HRTimeline
BCGM Wealth Management, LLC8,800$331K0.1%013F-HRTimeline
RFG Advisory, LLC8,784$330K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC8,568$322K0.04%013F-HRTimeline
IFP Advisors, Inc8,345$314K0.01%+1,01513F-HRTimeline
Optivise Advisory Services LLC8,265$311K0.17%+85713F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.8,000$301K0.08%new13F-HRTimeline
Atria Wealth Solutions, Inc.7,739$291K<0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,100$267K<0.01%+18413F-HRTimeline
Holcombe Financial, Inc.6,990$263K0.22%+39613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,029$262K<0.01%+3,17613F-HR/ATimelineGroup
TrueWealth Advisors, LLC6,671$251K0.08%-9,32413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,605$248K<0.01%+28513F-HR/ATimelineGroup
N.E.W. Advisory Services LLC6,376$240K0.02%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC6,228$234K0.06%+41013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,142$231K0.05%-3,57313F-HRTimelineGroup
Janney Montgomery Scott LLC6,105$230K<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC6,009$226K<0.01%new13F-HRTimeline
Nicholas Wealth, LLC.5,980$225K0.23%013F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,521$170K<0.01%013F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,572$166K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC3,725$140K0.02%013F-HRTimeline
Kiker Wealth Management, LLC2,374$89.3K0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,256$84.9K<0.01%-18213F-HRTimeline
Centricity Wealth Management, LLC2,119$79.7K0.07%013F-HRTimeline
NewEdge Advisors, LLC1,500$56.4K<0.01%013F-HRTimeline
Bank of New Hampshire1,500$56.4K0.01%013F-HRTimeline
Arax Advisory Partners1,460$54.9K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.863$32.5K<0.01%+413F-HRTimeline
MAI Capital Management800$30.1K<0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED715$26.6K<0.01%-3113F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…650$24.5K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…490$18.4K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC485$18.1K<0.01%013F-HRTimeline
COMERICA BANK440$16.6K<0.01%+4113F-HRTimeline
LANARK FINANCIAL, INC.325$12K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC271$10.2K<0.01%-2113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC196$7.37K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.112$4.2K<0.01%+2213F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…75$2.83K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$72<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$19<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-30013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.