TIMOTHY PLAN HIGH DVD STOCK (TPHD) Top Institutional Shareholders
TIMOTHY PLAN HIGH DVD STOCK (TPHD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $146.22M in TPHD holdings during the latest filing period.
Westwood Holdings Group Inc is currently the largest disclosed institutional shareholder of TPHD tracked by InsiderSet, reporting ownership valued at approximately $35.51M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.70M, representing an estimated gain of +0.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed TPHD value among the investors covered in this analysis. Major shareholders include Westwood Holdings Group Inc, Lpl Financial Llc, Christian Investment Advisors, Inc., and several other long-term asset managers with concentrated positions in TIMOTHY PLAN HIGH DVD STOCK (TPHD).
This page ranks the largest institutional TPHD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
89
Total Reported Value
$146.22M
Largest Holder
Westwood Holdings Group Inc
Largest Position
$35.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
102
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Westwood Holdings Group Inc | 0.26% | 858,500 | $35,507,560 | $35,696,430 | +$188,870 | +0.53% | |
| Lpl Financial Llc | 0.01% | 519,412 | $21,482,881 | $21,597,151 | +$114,270 | +0.53% | |
| Christian Investment Advisors, Inc. | 10.97% | 427,788 | $17,359,637 | $17,787,425 | +$427,788 | +2.46% | |
| Cwm, Llc | 0.01% | 106,496 | $4,404,667 | $4,428,104 | +$23,437 | +0.53% | |
| Benjamin Edwards Inc | 0.04% | 102,262 | $4,229,500 | $4,252,054 | +$22,554 | +0.53% | |
| Ameriprise Financial Inc | 0.00% | 101,318 | $4,191,835 | $4,212,802 | +$20,967 | +0.50% | |
| Oneascent Financial Services Llc | 0.18% | 82,311 | $3,404,377 | $3,422,491 | +$18,114 | +0.53% | |
| Raymond James Financial Inc | 0.00% | 71,293 | $2,948,676 | $2,964,363 | +$15,687 | +0.53% | |
| Creative Financial Designs Inc | 0.18% | 71,055 | $2,938,840 | $2,954,467 | +$15,627 | +0.53% | |
| Envestnet Asset Management Inc | 0.00% | 67,485 | $2,791,163 | $2,806,026 | +$14,863 | +0.53% | |
| Cetera Investment Advisers | 0.00% | 61,885 | $2,559,570 | $2,573,178 | +$13,608 | +0.53% | |
| Turning Point Benefit Group, Inc. | 1.41% | 53,195 | $2,207,555 | $2,211,848 | +$4,293 | +0.19% | |
| Inspire Advisors, Llc | 0.17% | 51,587 | $2,133,642 | $2,144,987 | +$11,345 | +0.53% | |
| First Heartland Consultants, Inc. | 0.16% | 51,128 | $2,114,665 | $2,125,902 | +$11,237 | +0.53% | |
| Worthpointe, Llc | 0.49% | 43,406 | $1,795,275 | $1,804,821 | +$9,546 | +0.53% | |
| Focus Partners Advisor Solutions, Llc | 0.02% | 43,141 | $1,784,348 | $1,793,803 | +$9,455 | +0.53% | |
| Family Wealth Partners, Llc | 0.59% | 41,795 | $1,728,637 | $1,737,836 | +$9,199 | +0.53% | |
| Ocean Park Asset Management, Llc | 0.59% | 41,795 | $1,728,637 | $1,737,836 | +$9,199 | +0.53% | |
| Atria Investments, Inc | 0.02% | 40,049 | $1,656,427 | $1,665,237 | +$8,810 | +0.53% | |
| Bare Financial Services, Inc | 0.43% | 39,618 | $1,638,603 | $1,647,316 | +$8,713 | +0.53% | |
| Frontier Asset Management, Llc | 0.32% | 37,423 | $1,547,807 | $1,556,048 | +$8,241 | +0.53% | |
| Nations Financial Group Inc | 0.08% | 36,894 | $1,525,939 | $1,534,053 | +$8,114 | +0.53% | |
| Sound Financial Strategies Group, Llc | 0.99% | 35,069 | $1,450,454 | $1,458,169 | +$7,715 | +0.53% | |
| Geneos Wealth Management Inc. | 0.03% | 33,763 | $1,396,438 | $1,403,866 | +$7,428 | +0.53% | |
| Pnc Financial Services Group, Inc. | 0.00% | 31,609 | $1,307,348 | $1,314,302 | +$6,954 | +0.53% | |
| Farther Finance Advisors, Llc | 0.01% | 26,169 | $1,080,518 | $1,088,107 | +$7,589 | +0.70% | |
| Independent Advisor Alliance | 0.01% | 25,237 | $1,043,803 | $1,049,354 | +$5,551 | +0.53% | |
| Ifp Advisors, Inc | 0.02% | 22,693 | $938,582 | $943,575 | +$4,993 | +0.53% | |
| Jones Financial Companies Lllp | 0.00% | 22,799 | $938,197 | $947,982 | +$9,785 | +1.04% | |
| Kestra Advisory Services, Llc | 0.00% | 19,962 | $825,622 | $830,020 | +$4,398 | +0.53% | |
| Ubs Group Ag | 0.00% | 19,374 | $801,309 | $805,571 | +$4,262 | +0.53% | |
| Oneascent Wealth Management Llc | 0.26% | 18,947 | $783,630 | $787,816 | +$4,186 | +0.53% | |
| Foundations Investment Advisors, Llc | 0.01% | 18,774 | $776,474 | $780,623 | +$4,149 | +0.53% | |
| O'Connor Financial Group Llc | 0.31% | 18,236 | $754,241 | $758,253 | +$4,012 | +0.53% | |
| Rfg Advisory, Llc | 0.01% | 16,828 | $696,006 | $699,708 | +$3,702 | +0.53% | |
| Susquehanna International Group, Llp | 0.00% | 15,753 | $651,544 | $655,010 | +$3,466 | +0.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,909 | $616,637 | $619,916 | +$3,279 | +0.53% | |
| Win Advisors, Inc | 0.28% | 14,828 | $613,300 | $616,548 | +$3,248 | +0.53% | |
| Osaic Holdings, Inc. | 0.00% | 14,653 | $606,020 | $609,272 | +$3,252 | +0.54% | |
| Summit Wealth Group Llc / Co | 0.06% | 13,439 | $555,837 | $558,794 | +$2,957 | +0.53% | |
| Sigma Planning Corp | 0.01% | 11,997 | $496,179 | $498,835 | +$2,656 | +0.54% | |
| Merit Financial Group, Llc | 0.00% | 11,244 | $465,032 | $467,526 | +$2,494 | +0.54% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 10,420 | $430,978 | $433,264 | +$2,286 | +0.53% | |
| Goldman Sachs Group Inc | 0.00% | 10,021 | $414,469 | $416,673 | +$2,204 | +0.53% | |
| Creativeone Wealth, Llc | 0.01% | 9,898 | $409,372 | $411,559 | +$2,187 | +0.53% | |
| 49 Wealth Management, Llc | 0.03% | 9,593 | $396,768 | $398,877 | +$2,109 | +0.53% | |
| Lasalle St. Investment Advisors, Llc | 0.05% | 8,858 | $366,370 | $368,316 | +$1,946 | +0.53% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 8,801 | $364,009 | $365,946 | +$1,937 | +0.53% | |
| Ascentis Independent Advisors | 0.03% | 8,694 | $359,584 | $361,497 | +$1,913 | +0.53% | |
| Lifewealth Investments, Llc | 0.10% | 8,129 | $336,215 | $338,004 | +$1,789 | +0.53% |
Frequently asked questions about TPHD
Who owns the most TPHD stock?
The largest holders of TPHD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for TIMOTHY PLAN HIGH DVD STOCK (TPHD).
Is TPHD widely held by superinvestors?
Many widely followed stocks like TPHD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TPHD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.