Who owns Timothy Plan hig dv stk etf?

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Analyze quarterly positions in Timothy Plan hig dv stk etf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Timothy Plan hig dv stk etf stock

Who bought or sold Timothy Plan hig dv stk etf this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Westwood Holdings 859k $36M 0% Mar 2026
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LPL Financial 519k $22M 6% Mar 2026
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Christian Investment Advisors 428k $17M 0% Mar 2026
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CWM 157k $6.1M 3% Dec 2025
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Cambridge Investment Research Advisors 146k $6.0M -4% Mar 2026
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Benjamin Edwards 102k $4.2M 136% Mar 2026
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Ameriprise Financial 101k $4.2M -15% Mar 2026
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OneAscent Financial Services 82k $3.4M 6% Mar 2026
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Creative Financial Designs 71k $2.9M -34% Mar 2026
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Envestnet Asset Management 68k $2.8M 9% Mar 2026
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Raymond James Financial 64k $2.5M 4% Dec 2025
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Cetera Investment Advisers 62k $2.6M 6% Mar 2026
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Turning Point Benefit Group 53k $2.2M -10% Mar 2026
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Inspire Advisors 52k $2.1M -47% Mar 2026
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First Heartland Consultants 51k $2.1M -7% Mar 2026
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WorthPointe 43k $1.8M -38% Mar 2026
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Buckingham Strategic Partners 43k $1.8M 51% Mar 2026
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Family Wealth Partners 42k $1.7M 53% Mar 2026
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Atria Investments 40k $1.7M -12% Mar 2026
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EverSource Wealth Advisors 40k $1.7M -11% Mar 2026
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Frontier Asset Management 37k $1.5M -15% Mar 2026
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Nations Financial Group 37k $1.5M 31% Mar 2026
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Sound Financial Strategies Group 35k $1.5M 20% Mar 2026
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Geneos Wealth Management 34k $1.4M 28% Mar 2026
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Pnc Financial Services 32k $1.3M 9% Mar 2026
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Gts Securities 30k $1.2M 100% Dec 2025
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Farther Finance Advisors 26k $1.1M 327% Mar 2026
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Independent Advisor Alliance 25k $1.0M 195% Mar 2026
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IFP Advisors 23k $939k 3% Mar 2026
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Bare Financial Services 20k $780k 60% Dec 2025
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Kestra Advisory Services 20k $826k -17% Mar 2026
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Susquehanna International 20k $758k 83% Dec 2025
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UBS Group 19k $801k -9% Mar 2026
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OneAscent Wealth Management 19k $784k -10% Mar 2026
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Foundations Investment Advisors 19k $777k 20% Mar 2026
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Jones Financial Companies, L.L 18k $704k 25% Dec 2025
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O'Connor Financial Group 18k $754k 1% Mar 2026
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Allen Capital Group 18k $742k 100% Mar 2026
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Advisor Group Holdings 17k $650k -36% Dec 2025
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RFG Advisory 17k $696k 14% Mar 2026
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Commonwealth Equity Services 15k $617k 8% Mar 2026
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Win Advisors 15k $613k -25% Mar 2026
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Summit Wealth Group Llc / Co 13k $556k 5% Mar 2026
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Sigma Planning 12k $496k 0% Mar 2026
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Merit Financial Group 11k $465k 7% Mar 2026
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Northwestern Mutual Wealth Management Company 10k $431k 116% Mar 2026
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Goldman Sachs Group 10k $415k -78% Mar 2026
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Change Path 9.9k $409k 100% Mar 2026
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49 Wealth Management 9.6k $397k -49% Mar 2026
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LaSalle St. Investment Advisors 8.9k $366k 23% Mar 2026
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Envestnet Portfolio Solutions 8.8k $364k 1% Mar 2026
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Golden State Equity Partners 8.7k $360k 4% Mar 2026
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Janney Montgomery Scott 8.2k $338k 0% Mar 2026
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LifeWealth Investments 8.1k $336k 8% Mar 2026
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Strategic Blueprint 7.3k $303k -8% Mar 2026
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Pensionmark Financial Group 7.1k $295k 100% Mar 2026
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Regal Investment Advisors 7.1k $274k 100% Dec 2025
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Kovack Advisors 6.2k $258k 5% Mar 2026
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Verus Capital Partners 6.2k $255k -50% Mar 2026
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Royal Bank of Canada 6.1k $252k 35% Mar 2026
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Kavar Capital Partners Group 5.8k $242k 13% Mar 2026
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Citadel Advisors 5.4k $225k 100% Mar 2026
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Independent Financial Group 5.4k $223k 100% Mar 2026
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Black Diamond Financial 5.3k $218k 100% Mar 2026
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Mercer Global Advisors 5.2k $217k 0% Mar 2026
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Kingsview Wealth Management 5.0k $206k 100% Mar 2026
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BIP Wealth 4.9k $202k 100% Mar 2026
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Nemes Rush Group 3.7k $154k 0% Mar 2026
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N.E.W. Advisory Services 3.3k $136k -5% Mar 2026
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Rockefeller Capital Management 2.8k $116k 170% Mar 2026
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Morgan Stanley 2.5k $101k 244900% Mar 2026
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Goss Wealth Management 1.5k $62k 0% Mar 2026
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SRS Capital Advisors 1.5k $60k 0% Mar 2026
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Harbour Investments 1.4k $58k -1% Mar 2026
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Bank of New Hampshire 1.3k $54k 0% Mar 2026
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CoreCap Advisors 999.00 $41k 100% Mar 2026
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MAI Wealth Advisors 987.00 $41k 23% Mar 2026
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SHP Wealth Management 922.00 $38k 0% Mar 2026
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Park National Corp 670.00 $28k 100% Mar 2026
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Thurston, Springer, Miller, Herd & Titak 650.00 $27k 0% Mar 2026
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FMR 554.00 $21k 53% Dec 2025
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Fifth Third Bancorp 541.00 $22k 100% Mar 2026
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Brian McDonald 526.00 $20k -5% Dec 2025
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Smartleaf Asset Management 485.00 $20k 0% Mar 2026
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IFG Advisory 331.00 $14k 100% Mar 2026
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First PREMIER Bank 250.00 $10k 0% Mar 2026
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Assetmark 161.00 $6.7k 39% Mar 2026
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Ronald Blue Trust 136.00 $5.6k 20% Mar 2026
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Summit Investment Advisors 75.00 $3.1k 0% Mar 2026
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Wells Fargo & Company 1.00 $26.000000 100% Mar 2026
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Who sold out of Timothy Plan hig dv stk etf?

Fund or Company Name Date Sold Shares Held Valued At
J.w. Cole Advisors Dec 2025 53k $2.0M
Strategic Equity Management Dec 2025 28k $1.1M
Moneywise Dec 2025 24k $905k
Mosaic Family Wealth Partners Dec 2025 23k $885k
Wealth Enhancement Advisory Services Dec 2025 7.1k $279k
Winnow Wealth Dec 2025 3.3k $128k
Darren Munn Dec 2025 494.00 $19k
Wealth Watch Advisors Dec 2025 348.00 $13k
Steward Partners Investment Advisory Dec 2025 66.00 $2.5k