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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Cambridge Investment Research Advisors 143k $6.0M -2% Jun 2026
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Benjamin Edwards 139k $5.9M 36% Jun 2026
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CWM 107k $4.4M -32% Mar 2026
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Ameriprise Financial 101k $4.2M -15% Mar 2026
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Turning Point Benefit Group 99k $4.2M 86% Jun 2026
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OneAscent Financial Services 82k $3.4M 6% Mar 2026
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Creative Financial Designs 77k $3.3M 9% Jun 2026
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Raymond James Financial 71k $2.9M 12% Mar 2026
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Envestnet Asset Management 68k $2.8M 9% Mar 2026
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Cetera Investment Advisers 62k $2.6M 6% Mar 2026
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Inspire Advisors 52k $2.1M -47% Mar 2026
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Family Wealth Partners 47k $2.0M 13% Jun 2026
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First Heartland Consultants 47k $2.0M -8% Jun 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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Bare Financial Services 40k $1.6M 96% Mar 2026
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Frontier Asset Management 37k $1.5M -15% Mar 2026
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Sound Financial Strategies Group 35k $1.5M 20% Mar 2026
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EverSource Wealth Advisors 35k $1.5M -12% Jun 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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Farther Finance Advisors 28k $1.2M 5% Jun 2026
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Independent Advisor Alliance 25k $1.0M 195% Mar 2026
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Jones Financial Companies, L.L 23k $938k 25% Mar 2026
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IFP Advisors 23k $939k 3% Mar 2026
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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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Allen Capital Group 18k $742k 100% Mar 2026
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O'Connor Financial Group 18k $753k -2% Jun 2026
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Kestra Advisory Services 18k $749k -11% Jun 2026
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RFG Advisory 17k $696k 14% Mar 2026
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Susquehanna International 16k $652k -20% Mar 2026
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Commonwealth Equity Services 16k $657k 4% Jun 2026
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Win Advisors 15k $613k -25% Mar 2026
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Advisor Group Holdings 15k $606k -13% Mar 2026
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Summit Wealth Group Llc / Co 14k $609k 7% Jun 2026
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Merit Financial Group 14k $587k 23% Jun 2026
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Sigma Planning 12k $496k 0% Mar 2026
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Atria Investments 11k $482k -72% Jun 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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LifeWealth Investments 9.0k $382k 11% Jun 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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Janney Montgomery Scott 8.2k $338k 0% Mar 2026
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Gts Securities 8.1k $334k -73% Mar 2026
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IHT Wealth Management 7.5k $311k 100% 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 $294k 0% Mar 2026
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Kovack Advisors 6.6k $281k 6% Jun 2026
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Verus Capital Partners 6.2k $255k 0% Mar 2026
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Royal Bank of Canada 6.1k $252k 100% Mar 2026
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Kavar Capital Partners Group 5.8k $242k 13% Mar 2026
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Betterment 5.6k $231k 100% 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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FMR 1.2k $50k 118% Mar 2026
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Advisory Services Network 1.0k $43k 100% Mar 2026
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CoreCap Advisors 999.00 $42k 0% Jun 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 $28k 0% Jun 2026
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Fifth Third Bancorp 541.00 $22k 100% Mar 2026
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Smartleaf Asset Management 485.00 $20k 0% Mar 2026
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Buck Wealth Strategies 387.00 $16k 100% Jun 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 $6.8k 0% Jun 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
Nations Financial Group Mar 2026 37k $1.5M
Strategic Equity Management Dec 2025 28k $1.1M
Moneywise Dec 2025 24k $905k
Mosaic Family Wealth Partners Dec 2025 23k $885k
Golden State Equity Partners Mar 2026 8.7k $360k
Wealth Enhancement Advisory Services Dec 2025 7.1k $279k
Winnow Wealth Dec 2025 3.3k $128k
Wealth Watch Advisors Dec 2025 348.00 $13k
Steward Partners Investment Advisory Dec 2025 66.00 $2.5k