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Timothy Plan High DVD Stock (TPHD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares642,250 from 617,443
Change+24,807 (+4%)
Value$26.0M (-$55.8K)
Filed 2026-11-06
Christian Investment Advisors, Inc.
INCREASED
Shares423,651 from 411,912
Change+11,739 (+3%)
Value$17.2M (-$232.3K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares140,538 from 142,532
Change-1,994 (-1%)
Value$5.7K (-$6.0M)
Filed 2026-11-02
Turning Point Benefit Group, Inc.
INCREASED
Shares131,880 from 99,122
Change+32,758 (+33%)
Value$5.4M (+$1.2M)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares84,609 from 77,101
Change+7,508 (+10%)
Value$3.4M (+$171.9K)
Filed 2026-11-04
Carlson Financial, Inc.
INCREASED
Shares61,038 from 60,871
Change+167 (+0%)
Value$2.5M (-$97.8K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares55,217 from 55,070
Change+147 (+0%)
Value$2.2M (-$88.8K)
Filed 2026-11-05
Family Wealth Partners, LLC
INCREASED
Shares48,359 from 47,433
Change+926 (+2%)
Value$2.0M (-$44.0K)
Filed 2026-10-20
First Heartland Consultants, Inc.
DECREASED
Shares45,900 from 46,788
Change-888 (-2%)
Value$1.9M (-$116.5K)
Filed 2026-10-08
Geneos Wealth Management Inc.
INCREASED
Shares45,544 from 37,294
Change+8,250 (+22%)
Value$1.8M (+$270.5K)
Filed 2026-11-09
Frontier Asset Management, LLC
INCREASED
Shares42,949 from 40,436
Change+2,513 (+6%)
Value$1.7M (+$32.4K)
Filed 2026-10-28
Bare Financial Services, Inc
DECREASED
Shares39,418 from 39,535
Change-117 (0%)
Value$1.6M (-$72.7K)
Filed 2026-11-04
Sound Financial Strategies Group, LLC
DECREASED
Shares34,713 from 35,697
Change-984 (-3%)
Value$1.4M (-$101.3K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares28,842 from 27,511
Change+1,331 (+5%)
Value$1.2M (+$6.7K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares24,671 from 35,043
Change-10,372 (-30%)
Value$1.0M (-$481.0K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares24,217 from 24,093
Change+124 (+1%)
Value$982.2K (-$36.4K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares21,413 from 19,706
Change+1,707 (+9%)
Value$868.5K (+$35.3K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares17,720 from 17,712
Change+8 (+0%)
Value$718.7K (-$30.2K)
Filed 2026-11-02
O'Connor Financial Group LLC
DECREASED
Shares16,932 from 17,812
Change-880 (-5%)
Value$686.8K (-$66.3K)
Filed 2026-10-26
Allen Capital Group, LLC
DECREASED
Shares15,334 from 18,564
Change-3,230 (-17%)
Value$621.9K (-$162.9K)
Filed 2026-10-27
WIN Advisors, Inc
DECREASED
Shares14,609 from 14,623
Change-14 (0%)
Value$592.6K (-$25.7K)
Filed 2026-11-06
Summit Wealth Group LLC / Co
INCREASED
Shares14,584 from 14,409
Change+175 (+1%)
Value$591.5K (-$17.7K)
Filed 2026-10-29
Merit Financial Group, LLC
INCREASED
Shares14,355 from 13,876
Change+479 (+3%)
Value$582.2K (-$4.4K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares14,115 from 15,535
Change-1,420 (-9%)
Value$572.5K (-$84.3K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
DECREASED
Shares12,349 from 12,404
Change-55 (0%)
Value$500.9K (-$23.6K)
Filed 2026-11-06
Sigma Planning Corp
INCREASED
Shares12,216 from 11,953
Change+263 (+2%)
Value$495.5K (-$9.9K)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares11,418 from 11,388
Change+30 (+0%)
Value$463.1K (-$18.4K)
Filed 2026-10-15
Symphony Financial, Ltd. Co.
NEW
Shares10,446
Change+10,446
Value$425.8K
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares9,261
Change+9,261
Value$375.6K
Filed 2026-11-03
LifeWealth Investments, LLC
INCREASED
Shares9,110 from 9,040
Change+70 (+1%)
Value$369.5K (-$12.7K)
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares7,943 from 5,501
Change+2,442 (+44%)
Value$322.2K (+$89.6K)
Filed 2026-11-05
Kavar Capital Partners Group, LLC
INCREASED
Shares7,891 from 6,926
Change+965 (+14%)
Value$320.1K (+$27.2K)
Filed 2026-11-06
Black Diamond Financial, LLC
INCREASED
Shares7,443 from 6,389
Change+1,054 (+17%)
Value$301.9K (+$31.8K)
Filed 2026-10-26
Independent Financial Group, LLC
INCREASED
Shares7,340 from 6,237
Change+1,103 (+18%)
Value$297.7K (+$34.0K)
Filed 2026-10-13
Strategic Blueprint, LLC
INCREASED
Shares7,313 from 7,310
Change+3 (+0%)
Value$296.6K (-$12.5K)
Filed 2026-10-22
Koshinski Asset Management, Inc.
UNCHANGED
Shares7,250 from 7,250
Change0 (0%)
Value$294.1K (-$12.5K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
NEW
Shares6,567
Change+6,567
Value$273.9K
Filed 2026-10-13
Verus Capital Partners, LLC
INCREASED
Shares6,230 from 6,160
Change+70 (+1%)
Value$252.7K (-$7.8K)
Filed 2026-11-03
CX Institutional
NEW
Shares5,458
Change+5,458
Value$221
Filed 2026-10-02
BIP Wealth, LLC
INCREASED
Shares4,941 from 4,918
Change+23 (+0%)
Value$200.4K (-$7.5K)
Filed 2026-10-22
Nemes Rush Group LLC
UNCHANGED
Shares3,725 from 3,725
Change0 (0%)
Value$151.1K (-$6.4K)
Filed 2026-11-04
N.E.W. Advisory Services LLC
INCREASED
Shares3,281 from 3,280
Change+1 (+0%)
Value$133.1K (-$5.6K)
Filed 2026-11-09
Lynch Investment Planning, LLC
NEW
Shares1,884
Change+1,884
Value$76.4K
Filed 2026-10-27
Harbour Investments, Inc.
UNCHANGED
Shares1,407 from 1,407
Change0 (0%)
Value$57.1K (-$2.4K)
Filed 2026-11-09
CoreCap Advisors, LLC
INCREASED
Shares1,315 from 999
Change+316 (+32%)
Value$53.3K (+$11.1K)
Filed 2026-10-08
Bank of New Hampshire
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$52.7K (-$2.2K)
Filed 2026-10-06
Fifth Third Bancorp
INCREASED
Shares670 from 596
Change+74 (+12%)
Value$27.2K (+$2.0K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$26.4K (-$1.1K)
Filed 2026-10-14
Blue Trust, Inc.
INCREASED
Shares573 from 137
Change+436 (+318%)
Value$23.2K (+$17.5K)
Filed 2026-10-15
Buck Wealth Strategies, LLC
DECREASED
Shares385 from 387
Change-2 (-1%)
Value$15.6K (-$714)
Filed 2026-10-28
DeDora Capital, Inc.
NEW
Shares263
Change+263
Value$10.7K
Filed 2026-10-26
IFG Advisory, LLC
DECREASED
Shares250 from 581
Change-331 (-57%)
Value$10.1K (-$14.4K)
Filed 2026-11-09
First Premier Bank
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$10 (-$1)
Filed 2026-10-13
Assetmark, Inc
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$6.5K (-$277)
Filed 2026-10-21
Coastline Trust Co
CLOSED
Shares0 from 749
Change-749 (-100%)
Value$0 (-$31.7K)
Filed 2026-10-01
Westwood Holdings Group Inc
N/A
Shares— from 858,500
Change-858,500 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 138,597
Change-138,597 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 96,563
Change-96,563 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 76,247
Change-76,247 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 75,962
Change-75,962 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 64,474
Change-64,474 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 54,248
Change-54,248 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 48,663
Change-48,663 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 41,397
Change-41,397 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 35,509
Change-35,509 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 29,492
Change-29,492 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 25,737
Change-25,737 (-100%)
Value—
UBS Group AG
N/A
Shares— from 19,455
Change-19,455 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,940
Change-15,940 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 14,106
Change-14,106 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 9,310
Change-9,310 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 8,798
Change-8,798 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,733
Change-8,733 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,581
Change-8,581 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 8,066
Change-8,066 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,206
Change-7,206 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 6,704
Change-6,704 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,646
Change-6,646 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6,414
Change-6,414 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,939
Change-5,939 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,252
Change-5,252 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,025
Change-5,025 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 4,762
Change-4,762 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,571
Change-4,571 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,456
Change-3,456 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,456
Change-3,456 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,182
Change-2,182 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 922
Change-922 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 481
Change-481 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED642,250617,443+24,807+4%$26.1M$26.0M-$55.8K2026-11-06
Christian Investment Advisors, Inc.
INCREASED423,651411,912+11,739+3%$17.4M$17.2M-$232.3K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED140,538142,532-1,994-1%$6.0M$5.7K-$6.0M2026-11-02
Turning Point Benefit Group, Inc.
INCREASED131,88099,122+32,758+33%$4.2M$5.4M+$1.2M2026-10-28
Creative Financial Designs Inc
INCREASED84,60977,101+7,508+10%$3.3M$3.4M+$171.9K2026-11-04
Carlson Financial, Inc.
INCREASED61,03860,871+167+0%$2.6M$2.5M-$97.8K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED55,21755,070+147+0%$2.3M$2.2M-$88.8K2026-11-05
Family Wealth Partners, LLC
INCREASED48,35947,433+926+2%$2.0M$2.0M-$44.0K2026-10-20
First Heartland Consultants, Inc.
DECREASED45,90046,788-888-2%$2.0M$1.9M-$116.5K2026-10-08
Geneos Wealth Management Inc.
INCREASED45,54437,294+8,250+22%$1.6M$1.8M+$270.5K2026-11-09
Frontier Asset Management, LLC
INCREASED42,94940,436+2,513+6%$1.7M$1.7M+$32.4K2026-10-28
Bare Financial Services, Inc
DECREASED39,41839,535-1170%$1.7M$1.6M-$72.7K2026-11-04
Sound Financial Strategies Group, LLC
DECREASED34,71335,697-984-3%$1.5M$1.4M-$101.3K2026-10-30
Farther Finance Advisors, LLC
INCREASED28,84227,511+1,331+5%$1.2M$1.2M+$6.7K2026-10-08
EverSource Wealth Advisors, LLC
DECREASED24,67135,043-10,372-30%$1.5M$1.0M-$481.0K2026-11-04
IFP Advisors, Inc
INCREASED24,21724,093+124+1%$1.0M$982.2K-$36.4K2026-10-16
RFG Advisory, LLC
INCREASED21,41319,706+1,707+9%$833.2K$868.5K+$35.3K2026-11-03
Kestra Advisory Services, LLC
INCREASED17,72017,712+8+0%$748.9K$718.7K-$30.2K2026-11-02
O'Connor Financial Group LLC
DECREASED16,93217,812-880-5%$753.1K$686.8K-$66.3K2026-10-26
Allen Capital Group, LLC
DECREASED15,33418,564-3,230-17%$784.9K$621.9K-$162.9K2026-10-27
WIN Advisors, Inc
DECREASED14,60914,623-140%$618.3K$592.6K-$25.7K2026-11-06
Summit Wealth Group LLC / Co
INCREASED14,58414,409+175+1%$609.2K$591.5K-$17.7K2026-10-29
Merit Financial Group, LLC
INCREASED14,35513,876+479+3%$586.7K$582.2K-$4.4K2026-11-06
Commonwealth Equity Services, LLC
DECREASED14,11515,535-1,420-9%$656.8K$572.5K-$84.3K2026-11-02
PNC Financial Services Group, Inc.
DECREASED12,34912,404-550%$524.5K$500.9K-$23.6K2026-11-06
Sigma Planning Corp
INCREASED12,21611,953+263+2%$505.4K$495.5K-$9.9K2026-10-23
Atria Investments, Inc
INCREASED11,41811,388+30+0%$481.5K$463.1K-$18.4K2026-10-15
Symphony Financial, Ltd. Co.
NEW10,446—+10,446——$425.8K—2026-10-22
Ascentis Independent Advisors
NEW9,261—+9,261——$375.6K—2026-11-03
LifeWealth Investments, LLC
INCREASED9,1109,040+70+1%$382.2K$369.5K-$12.7K2026-10-21
Bank of New York Mellon Corp
INCREASED7,9435,501+2,442+44%$232.6K$322.2K+$89.6K2026-11-05
Kavar Capital Partners Group, LLC
INCREASED7,8916,926+965+14%$292.8K$320.1K+$27.2K2026-11-06
Black Diamond Financial, LLC
INCREASED7,4436,389+1,054+17%$270.1K$301.9K+$31.8K2026-10-26
Independent Financial Group, LLC
INCREASED7,3406,237+1,103+18%$263.7K$297.7K+$34.0K2026-10-13
Strategic Blueprint, LLC
INCREASED7,3137,310+3+0%$309.1K$296.6K-$12.5K2026-10-22
Koshinski Asset Management, Inc.
UNCHANGED7,2507,25000%$306.5K$294.1K-$12.5K2026-10-29
Wealth Enhancement Advisory Services, LLC
NEW6,567—+6,567——$273.9K—2026-10-13
Verus Capital Partners, LLC
INCREASED6,2306,160+70+1%$260.4K$252.7K-$7.8K2026-11-03
CX Institutional
NEW5,458—+5,458——$221—2026-10-02
BIP Wealth, LLC
INCREASED4,9414,918+23+0%$207.9K$200.4K-$7.5K2026-10-22
Nemes Rush Group LLC
UNCHANGED3,7253,72500%$157.5K$151.1K-$6.4K2026-11-04
N.E.W. Advisory Services LLC
INCREASED3,2813,280+1+0%$138.7K$133.1K-$5.6K2026-11-09
Lynch Investment Planning, LLC
NEW1,884—+1,884——$76.4K—2026-10-27
Harbour Investments, Inc.
UNCHANGED1,4071,40700%$59.5K$57.1K-$2.4K2026-11-09
CoreCap Advisors, LLC
INCREASED1,315999+316+32%$42.2K$53.3K+$11.1K2026-10-08
Bank of New Hampshire
UNCHANGED1,3001,30000%$55.0K$52.7K-$2.2K2026-10-06
Fifth Third Bancorp
INCREASED670596+74+12%$25.2K$27.2K+$2.0K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED65065000%$27.5K$26.4K-$1.1K2026-10-14
Blue Trust, Inc.
INCREASED573137+436+318%$5.8K$23.2K+$17.5K2026-10-15
Buck Wealth Strategies, LLC
DECREASED385387-2-1%$16.3K$15.6K-$7142026-10-28
DeDora Capital, Inc.
NEW263—+263——$10.7K—2026-10-26
IFG Advisory, LLC
DECREASED250581-331-57%$24.6K$10.1K-$14.4K2026-11-09
First Premier Bank
UNCHANGED25025000%$11$10-$12026-10-13
Assetmark, Inc
UNCHANGED16116100%$6.8K$6.5K-$2772026-10-21
Coastline Trust Co
CLOSED0749-749-100%$31.7K$0-$31.7K2026-10-01
Westwood Holdings Group Inc
N/A—858,500-858,500-100%$36.3M———
Benjamin Edwards Inc
N/A—138,597-138,597-100%$5.9M———
Ameriprise Financial Inc
N/A—96,563-96,563-100%$4.1M———
OneAscent Financial Services LLC
N/A—76,247-76,247-100%$3.2M———
Raymond James Financial Inc
N/A—75,962-75,962-100%$3.2M———
Cetera Investment Advisers
N/A—64,474-64,474-100%$2.7M———
Envestnet Asset Management Inc
N/A—54,248-54,248-100%$2.3M———
Focus Partners Advisor Solutions, LLC
N/A—48,663-48,663-100%$2.1M———
Inspire Advisors, LLC
N/A—41,397-41,397-100%$1.8M———
WorthPointe, LLC
N/A—35,509-35,509-100%$1.5M———
Jones Financial Companies Lllp
N/A—29,492-29,492-100%$1.3M———
Foundations Investment Advisors, LLC
N/A—25,737-25,737-100%$1.1M———
UBS Group AG
N/A—19,455-19,455-100%$822.6K———
Osaic Holdings, Inc.
N/A—15,940-15,940-100%$673.9K———
Northwestern Mutual Wealth Management Co
N/A—14,106-14,106-100%$596.4K———
LaSalle St. Investment Advisors, LLC
N/A—9,310-9,310-100%$393.6K———
Envestnet Portfolio Solutions, Inc.
N/A—8,798-8,798-100%$372.0K———
Goldman Sachs Group Inc
N/A—8,733-8,733-100%$369.2K———
Janney Montgomery Scott LLC
N/A—8,581-8,581-100%$363.0K———
GTS Securities LLC
N/A—8,066-8,066-100%$341.0K———
IHT Wealth Management, LLC
N/A—7,206-7,206-100%$304.7K———
OneAscent Wealth Management LLC
N/A—6,704-6,704-100%$283.4K———
Kovack Advisors, Inc.
N/A—6,646-6,646-100%$281.2K———
Independent Advisor Alliance
N/A—6,414-6,414-100%$271.2K———
Regal Investment Advisors LLC
N/A—5,939-5,939-100%$251.1K———
Aptus Capital Advisors, LLC
N/A—5,405-5,405-100%$228.5K———
Mercer Global Advisors Inc
N/A—5,252-5,252-100%$222.0K———
Kingsview Wealth Management, LLC
N/A—5,130-5,130-100%$216.9K———
Ameritas Advisory Services, LLC
N/A—5,025-5,025-100%$212.4K———
Faithward Advisors, LLC
N/A—4,762-4,762-100%$201.3K———
Royal Bank of Canada
N/A—4,571-4,571-100%$193.0K———
BFC Planning, Inc.
N/A—3,456-3,456-100%$146.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,456-3,456-100%$146.1K———
Rockefeller Capital Management L.P.
N/A—2,810-2,810-100%$118.8K———
Morgan Stanley
N/A—2,451-2,451-100%$103.7K———
Arax Advisory Partners
N/A—2,182-2,182-100%$92.3K———
Coppell Advisory Solutions LLC
N/A—1,941-1,941-100%$5.0M———
FMR LLC
N/A—1,545-1,545-100%$65.3K———
NewEdge Advisors, LLC
N/A—1,500-1,500-100%$63.4K———
SHP Wealth Management
N/A—922-922-100%$39.0K———
Smartleaf Asset Management LLC
N/A—485-485-100%$20.6K———
JPMorgan Chase & Co
N/A—481-481-100%$20.4K———
Ameritas Investment Partners, Inc.
N/A—60-60-100%$2.5K———
Wells Fargo & Company
N/A—1-1-100%$22———
Showing 99 of 99 institutions