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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Kingsview Wealth Management, LlcBuy+147+3.0%5,130$216.90KQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+13+0.2%5,252$222.04KQ2 2026Aug 19, 2026
Ameriprise Financial IncBuy+96,56396,563$4.08MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+6,963+37.1%25,737$1.09MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,693+29.4%29,492$1.26MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+5,0255,025$212.45KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+4,669+6.5%75,962$3.21MQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+1,9411,941$5.01MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-1,538-25.2%4,571$193.00KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-1,288-12.9%8,733$369.23KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,287+8.8%15,940$673.95KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcSell-1,173-16.5%5,939$251.10KQ2 2026Aug 14, 2026
Coastline Trust CoBuy+749749$31.67KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-323-4.3%7,206$304.69KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+250+75.5%581$24.57KQ2 2026Aug 14, 2026
Inspire Advisors, LlcSell-10,190-19.8%41,397$1.75MQ2 2026Aug 13, 2026
Fmr LlcBuy+335+27.7%1,545$65.31KQ2 2026Aug 13, 2026
Ubs Group AgBuy+81+0.4%19,455$822.56KQ2 2026Aug 13, 2026
Ameritas Investment Partners, Inc.Sell-15-20.0%60$2.54KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1+0.0%2,451$103.65KQ2 2026Aug 13, 2026
Independent Advisor AllianceSell-18,823-74.6%6,414$271.18KQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+5,4055,405$228.52KQ2 2026Aug 12, 2026
Faithward Advisors, LlcBuy+4,7624,762$201.32KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+2,589+4.2%64,474$2.73MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+1,5001,500$63.42KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+481481$20.40KQ2 2026Aug 12, 2026
Oneascent Wealth Management LlcSell-12,243-64.6%6,704$283.43KQ2 2026Aug 11, 2026
Oneascent Financial Services LlcSell-6,064-7.4%76,247$3.22MQ2 2026Aug 11, 2026
Lasalle St. Investment Advisors, LlcBuy+452+5.1%9,310$393.65KQ2 2026Aug 11, 2026
Christian Investment Advisors, Inc.Sell-15,876-3.7%411,912$17.42MQ2 2026Aug 10, 2026
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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.