TPHD Institutional Ownership & Shareholders
TIMOTHY PLAN HIGH DVD STOCK (TPHD) is currently held by 93 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $158.77M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Westwood Holdings Group Inc is currently the largest disclosed institutional shareholder of TPHD tracked by InsiderSet, reporting ownership valued at approximately $36.30M in its June 30, 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 $38.13M, representing an estimated gain of +5.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
93
Total Reported Value
$158.77M
Largest Holder
Westwood Holdings Group Inc
Largest Position
$36.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
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 | 0.27% | 858,500 | $36,297,380 | $38,125,985 | +$1,828,605 | +5.04% | |
| Lpl Financial Llc | 0.01% | 617,443 | $26,105,491 | $27,420,644 | +$1,315,153 | +5.04% | |
| Christian Investment Advisors, Inc. | 10.27% | 411,912 | $17,415,625 | $18,293,012 | +$877,387 | +5.04% | |
| Benjamin Edwards Inc | 0.05% | 138,597 | $5,859,827 | $6,155,093 | +$295,266 | +5.04% | |
| Turning Point Benefit Group, Inc. | 2.20% | 131,880 | $5,391,861 | $5,856,791 | +$464,930 | +8.62% | |
| Coppell Advisory Solutions Llc | 0.41% | 1,941 | $5,014,261 | $86,200 | -$4,928,061 | -98.28% | |
| Cwm, Llc | 0.01% | 106,496 | $4,404,667 | $4,729,487 | +$324,820 | +7.37% | |
| Ameriprise Financial Inc | 0.00% | 96,563 | $4,082,664 | $4,288,363 | +$205,699 | +5.04% | |
| Creative Financial Designs Inc | 0.16% | 77,101 | $3,259,841 | $3,424,055 | +$164,214 | +5.04% | |
| Oneascent Financial Services Llc | 0.15% | 76,247 | $3,223,737 | $3,386,129 | +$162,392 | +5.04% | |
| Raymond James Financial Inc | 0.00% | 75,962 | $3,211,689 | $3,373,472 | +$161,783 | +5.04% | |
| Cetera Investment Advisers | 0.00% | 64,474 | $2,725,969 | $2,863,290 | +$137,321 | +5.04% | |
| J.W. Cole Advisors, Inc. | 0.04% | 55,070 | $2,328,370 | $2,445,659 | +$117,289 | +5.04% | |
| Envestnet Asset Management Inc | 0.00% | 54,248 | $2,293,616 | $2,409,154 | +$115,538 | +5.04% | |
| Focus Partners Advisor Solutions, Llc | 0.02% | 48,663 | $2,057,482 | $2,161,124 | +$103,642 | +5.04% | |
| Family Wealth Partners, Llc | 0.59% | 48,359 | $1,961,437 | $2,147,623 | +$186,186 | +9.49% | |
| First Heartland Consultants, Inc. | 0.12% | 45,900 | $1,861,695 | $2,038,419 | +$176,724 | +9.49% | |
| Inspire Advisors, Llc | 0.12% | 41,397 | $1,750,245 | $1,838,441 | +$88,196 | +5.04% | |
| Frontier Asset Management, Llc | 0.33% | 42,949 | $1,741,997 | $1,907,365 | +$165,368 | +9.49% | |
| Bare Financial Services, Inc | 0.43% | 39,618 | $1,638,603 | $1,759,435 | +$120,832 | +7.37% | |
| Geneos Wealth Management Inc. | 0.03% | 37,294 | $1,576,790 | $1,656,227 | +$79,437 | +5.04% | |
| Worthpointe, Llc | 0.38% | 35,509 | $1,501,300 | $1,576,955 | +$75,655 | +5.04% | |
| Sound Financial Strategies Group, Llc | 0.95% | 34,713 | $1,407,959 | $1,541,604 | +$133,645 | +9.49% | |
| Jones Financial Companies Lllp | 0.00% | 29,492 | $1,255,593 | $1,309,740 | +$54,147 | +4.31% | |
| Farther Finance Advisors, Llc | 0.01% | 28,842 | $1,169,829 | $1,280,873 | +$111,044 | +9.49% | |
| Foundations Investment Advisors, Llc | 0.01% | 25,737 | $1,088,145 | $1,142,980 | +$54,835 | +5.04% | |
| Ifp Advisors, Inc | 0.02% | 24,217 | $982,242 | $1,075,477 | +$93,235 | +9.49% | |
| Rfg Advisory, Llc | 0.01% | 19,706 | $833,170 | $875,143 | +$41,973 | +5.04% | |
| Ubs Group Ag | 0.00% | 19,455 | $822,557 | $863,997 | +$41,440 | +5.04% | |
| Kestra Advisory Services, Llc | 0.00% | 17,720 | $718,704 | $786,945 | +$68,241 | +9.50% | |
| O'Connor Financial Group Llc | 0.24% | 16,932 | $686,762 | $751,950 | +$65,188 | +9.49% | |
| Osaic Holdings, Inc. | 0.00% | 15,940 | $673,946 | $707,895 | +$33,949 | +5.04% | |
| Allen Capital Group, Llc | 0.05% | 15,334 | $621,947 | $680,983 | +$59,036 | +9.49% | |
| Win Advisors, Inc | 0.22% | 14,623 | $618,264 | $649,407 | +$31,143 | +5.04% | |
| Summit Wealth Group Llc / Co | 0.04% | 14,584 | $591,527 | $647,675 | +$56,148 | +9.49% | |
| Merit Financial Group, Llc | 0.00% | 13,876 | $586,660 | $616,233 | +$29,573 | +5.04% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,115 | $572,500 | $626,847 | +$54,347 | +9.49% | |
| Pnc Financial Services Group, Inc. | 0.00% | 12,404 | $524,460 | $550,862 | +$26,402 | +5.03% | |
| Sigma Planning Corp | 0.01% | 12,216 | $495,489 | $542,513 | +$47,024 | +9.49% | |
| Atria Investments, Inc | 0.00% | 11,418 | $463,114 | $507,073 | +$43,959 | +9.49% | |
| Symphony Financial, Ltd. Co. | 0.04% | 10,446 | $425,771 | $463,907 | +$38,136 | +8.96% | |
| Lasalle St. Investment Advisors, Llc | 0.05% | 9,310 | $393,647 | $413,457 | +$19,810 | +5.03% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 8,798 | $371,979 | $390,719 | +$18,740 | +5.04% | |
| Lifewealth Investments, Llc | 0.10% | 9,110 | $369,502 | $404,575 | +$35,073 | +9.49% | |
| Goldman Sachs Group Inc | 0.00% | 8,733 | $369,231 | $387,833 | +$18,602 | +5.04% | |
| Janney Montgomery Scott Llc | 0.00% | 8,581 | $363,000 | $381,082 | +$18,082 | +4.98% | |
| Gts Securities Llc | 0.01% | 8,066 | $341,030 | $358,211 | +$17,181 | +5.04% | |
| Iht Wealth Management, Llc | 0.01% | 7,206 | $304,689 | $320,018 | +$15,329 | +5.03% | |
| Black Diamond Financial, Llc | 0.03% | 7,443 | $301,888 | $330,544 | +$28,656 | +9.49% | |
| Independent Financial Group, Llc | 0.01% | 7,340 | $297,710 | $325,969 | +$28,259 | +9.49% |
Frequently asked questions about TPHD
Who are the largest institutional holders of TPHD?
The largest institutional holders of TPHD reported in the latest SEC Form 13F filings include Westwood Holdings Group Inc, Lpl Financial Llc, Christian Investment Advisors, Inc., Benjamin Edwards Inc, and Turning Point Benefit Group, Inc.. InsiderSet ranks institutional holders by their latest reported TPHD position.
What is TPHD institutional ownership?
This page tracks TPHD positions reported by institutional investment managers through SEC Form 13F. TIMOTHY PLAN HIGH DVD STOCK (TPHD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TPHD?
InsiderSet currently tracks 93 institutional managers reporting TPHD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TPHD shareholders.
How much TPHD stock do institutions own?
Institutional investment managers disclosed approximately $158.77M in TPHD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TPHD institutional ownership last updated?
The latest TPHD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TPHD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TPHD position after the reporting date.
Are institutions buying or selling TPHD?
Institutional buying and selling can be analyzed by comparing TPHD positions across consecutive 13F reporting periods. InsiderSet's TPHD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TPHD ownership changes.
How has TPHD institutional ownership changed over time?
InsiderSet tracks TPHD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.