Skip to content

TPHD TIMOTHY PLAN

Follow

HIG DV STK ETF (fund)

92 managers (94 13F filers) reported a position in TPHD shares at 2026-03-31, 3,785,665 shares in all. 15 filers opened a position and 10 filers sold out during the quarter.

Managers
92
13F filers
94
New
15
Added
42
Reduced
24
Sold out
10
Shares held by filers
3,785,665

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC858,500$35.5M0.26%013F-HRTimelineGroup
LPL Financial LLC519,412$21.5M0.01%+28,32213F-HRTimeline
Christian Investment Advisors, Inc.427,788$17.4M10.97%-73013F-HRTimeline
Cambridge Investment Research Advisors,…145,483$6.02M0.02%-6,70213F-HRTimeline
CWM, LLCin group CWM, LLC106,496$4.4M0.01%-50,52313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC102,262$4.23M0.04%+58,88613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC101,318$4.19M<0.01%-17,42013F-HR/ATimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding101,258$4.19M+2,865Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding76,286$3.16M+5,723Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC71,293$2.95M<0.01%+7,67513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV71,055$2.94M0.18%-36,60513F-HRTimeline
Cetera Investment Advisers61,885$2.56M<0.01%+3,61913F-HRTimeline
CARLSON FINANCIAL, INC.60,192$2.49M1.47%+4,57813F-HRTimeline
Turning Point Benefit Group, Inc.53,195$2.21M1.41%-5,59413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC51,587$2.13M0.17%-45,96013F-HRTimelineGroup
First Heartland Consultants, Inc.51,128$2.11M0.16%-3,68213F-HRTimeline
WorthPointe, LLC43,406$1.8M0.49%-26,09513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth43,141$1.78M0.02%+14,53413F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC41,795$1.73M0.59%+14,54013F-HRTimeline
Atria Investments, Inc40,049$1.66M0.02%-5,49413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…39,944$1.65M0.05%-5,08213F-HR/ATimelineGroup
Bare Financial Services, Inc39,618$1.64M0.43%+19,37913F-HRTimeline
Frontier Asset Management, LLC37,423$1.55M0.32%-6,45613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV36,894$1.53M0.08%+8,64013F-HRTimeline
Sound Financial Strategies Group, LLC35,069$1.45M0.99%+5,86013F-HRTimeline
Geneos Wealth Management Inc.33,763$1.4M0.03%+7,48213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…31,609$1.31M<0.01%+2,57413F-HRTimelineGroup
Farther Finance Advisors, LLC26,169$1.08M0.01%+20,03513F-HRTimeline
Independent Advisor Alliance25,237$1.04M0.01%+16,66913F-HRTimeline
IFP Advisors, Inc22,693$939K0.02%+61513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,799$938K<0.01%+4,53913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,962$826K<0.01%-4,15613F-HRTimelineGroup
UBS Group AGin group UBS Group AG19,374$801K<0.01%-1,93213F-HRTimelineGroup
Foundations Investment Advisors, LLC18,774$776K0.01%+3,14013F-HRTimeline
O'Connor Financial Group LLC18,236$754K0.31%+16313F-HRTimeline
Allen Capital Group, LLC17,940$742K0.07%new13F-HRTimeline
RFG Advisory, LLC16,828$696K0.01%+2,01513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,753$652K<0.01%-3,90613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,909$617K<0.01%+1,08213F-HRTimeline
WIN ADVISORS, INC14,828$613K0.28%-4,82613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,653$606K<0.01%-2,22013F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO13,439$556K0.06%+68913F-HRTimeline
Sigma Planning Corp11,997$496K0.01%+413F-HRTimeline
Merit Financial Group, LLC11,244$465K<0.01%+78413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,420$431K<0.01%+5,60013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,021$414K<0.01%-36,32313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,898$409K0.01%new13F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC9,593$397K0.03%-9,19113F-HRTimeline
LaSalle St. Investment Advisors, LLC8,858$366K0.05%+1,64113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,694$360K0.03%+32413F-HRTimelineGroup
Janney Montgomery Scott LLC8,167$338K<0.01%013F-HRTimeline
LifeWealth Investments, LLC8,129$336K0.1%+56913F-HRTimeline
GTS SECURITIES LLC8,066$334K0.01%-22,16713F-HRTimeline
IHT Wealth Management, LLC7,529$311K0.01%new13F-HRTimeline
Strategic Blueprint, LLC7,320$303K0.02%-59813F-HRTimeline
World Investment Advisors7,143$295K<0.01%new13F-HRTimeline
Regal Investment Advisors LLC7,112$294K0.02%013F-HRTimeline
Kovack Advisors, Inc.6,246$258K0.01%+30013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,160$255K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,109$252K<0.01%+1,55413F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC5,841$242K0.03%+65013F-HRTimeline
Betterment LLC5,574$231K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,441$225K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC5,399$223K0.01%new13F-HR/ATimeline
Black Diamond Financial, LLC5,271$218K0.02%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,239$217K<0.01%+1013F-HRTimeline
Kingsview Wealth Management, LLC4,983$206K<0.01%new13F-HRTimeline
BIP Wealth, LLC4,890$202K0.01%new13F-HRTimeline
Nemes Rush Group LLC3,725$154K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC3,279$136K0.01%-19013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,810$116K<0.01%+1,77013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,450$101K<0.01%+2,44913F-HRTimelineGroup
NewEdge Advisors, LLC1,500$62K<0.01%013F-HR/ATimeline
Arax Advisory Partners1,460$60.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,407$58.2K<0.01%-1413F-HRTimeline
Bank of New Hampshire1,300$53.8K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,210$50K<0.01%+65613F-HRTimelineGroup
Advisory Services Network, LLC1,048$43.3K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC999$41.3K<0.01%new13F-HRTimeline
MAI Capital Management987$40.8K<0.01%+18713F-HRTimeline
SHP Wealth Management922$38.1K<0.01%013F-HRTimeline
PARK NATIONAL CORP /OH/670$27.7K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…650$26.9K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…541$22.4K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC485$19.9K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO481$19.8K<0.01%+24713F-HR/ATimelineGroup
IFG Advisory, LLC331$13.7K0.04%new13F-HRTimeline
First PREMIER Bank250$10K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC161$6.66K<0.01%+4513F-HRTimelineGroup
Blue Trust, Inc.136$5.63K<0.01%+2313F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…75$3.11K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$26<0.01%+113F-HR/ATimelineGroup