Who owns TPHD?
Timothy Plan High Dividend Stock ETF · Timothy
91 institutions reported holding TPHD, worth $169.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TPHD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Westwood Holdings Group Inc. | Dallas, TX | $36.3M | 858,500 | No change |
| LPL Financial LLC | Fort Mill, SC | $26.1M | 617,443 | +98,031 shares |
| Christian Investment Advisors, Inc. | New Braunfels, TX | $17.4M | 411,912 | −15,876 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $12.1M | 285,064 | +139,581 shares |
| Benjamin Edwards Inc. | Clayton, MO | $5.9M | 138,597 | +36,335 shares |
| Coppell Advisory Solutions LLC | Coppell, TX | $5.0M | 1,941 | New position |
| Turning Point Benefit Group, Inc. | Frederick, MD | $4.2M | 99,122 | +45,927 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $4.1M | 96,563 | −4,755 shares |
| Creative Financial Designs Inc. | Kokomo, IN | $3.3M | 77,101 | +6,046 shares |
| OneAscent Financial Services LLC | Birmingham, AL | $3.2M | 76,247 | −6,064 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TPHD?
91 institutional managers reported holding TPHD in Form 13F filings for June 30, 2026, worth $169.8M in total. The largest reported position was held by Westwood Holdings Group Inc., at $36.3M.
Did institutions buy or sell TPHD last quarter?
Reported 13F value rose 13.7% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TPHD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.