TIMOTHY PLAN HIGH DVD STOCK (TPHD) Institutional Ownership Changes & 13F Activity
TIMOTHY PLAN HIGH DVD STOCK (TPHD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Independent Advisor Alliance, Christian Investment Advisors, Inc., Oneascent Wealth Management Llc, and Inspire Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, Llc | Buy | +147 | +3.0% | 5,130 | $216.90K | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +13 | +0.2% | 5,252 | $222.04K | Q2 2026 | Aug 19, 2026 |
| Ameriprise Financial Inc | Buy | +96,563 | — | 96,563 | $4.08M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +6,963 | +37.1% | 25,737 | $1.09M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +6,693 | +29.4% | 29,492 | $1.26M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +5,025 | — | 5,025 | $212.45K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +4,669 | +6.5% | 75,962 | $3.21M | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +1,941 | — | 1,941 | $5.01M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -1,538 | -25.2% | 4,571 | $193.00K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -1,288 | -12.9% | 8,733 | $369.23K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,287 | +8.8% | 15,940 | $673.95K | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Sell | -1,173 | -16.5% | 5,939 | $251.10K | Q2 2026 | Aug 14, 2026 |
| Coastline Trust Co | Buy | +749 | — | 749 | $31.67K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -323 | -4.3% | 7,206 | $304.69K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +250 | +75.5% | 581 | $24.57K | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, Llc | Sell | -10,190 | -19.8% | 41,397 | $1.75M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +335 | +27.7% | 1,545 | $65.31K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +81 | +0.4% | 19,455 | $822.56K | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | Sell | -15 | -20.0% | 60 | $2.54K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1 | +0.0% | 2,451 | $103.65K | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | Sell | -18,823 | -74.6% | 6,414 | $271.18K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +5,405 | — | 5,405 | $228.52K | Q2 2026 | Aug 12, 2026 |
| Faithward Advisors, Llc | Buy | +4,762 | — | 4,762 | $201.32K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +2,589 | +4.2% | 64,474 | $2.73M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +1,500 | — | 1,500 | $63.42K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +481 | — | 481 | $20.40K | Q2 2026 | Aug 12, 2026 |
| Oneascent Wealth Management Llc | Sell | -12,243 | -64.6% | 6,704 | $283.43K | Q2 2026 | Aug 11, 2026 |
| Oneascent Financial Services Llc | Sell | -6,064 | -7.4% | 76,247 | $3.22M | Q2 2026 | Aug 11, 2026 |
| Lasalle St. Investment Advisors, Llc | Buy | +452 | +5.1% | 9,310 | $393.65K | Q2 2026 | Aug 11, 2026 |
| Christian Investment Advisors, Inc. | Sell | -15,876 | -3.7% | 411,912 | $17.42M | Q2 2026 | Aug 10, 2026 |
Frequently asked questions about TPHD activity
Which institutional owners are buying TPHD?
Institutional owners buying TPHD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TPHD activity?
"Buy" means an investor increased their reported position in TPHD compared to the prior reporting period. This reflects growing exposure to TIMOTHY PLAN HIGH DVD STOCK (TPHD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TPHD increasing?
Institutional interest in TPHD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.