13FBOX
Tim Pln:High Dividend St · 13F Institutional Holdings
Options Calculator Rankings
T

Tim Pln:High Dividend St

TPHD
Institutions
92
Combined AUM (Q2 2026)
$161.5M
Combined Shares (Q2 2026)
3.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+341,423
47 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-355,326
35 · 10 Exit · ≈
⚖️ Net
-13,903
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$161.5M
Institutions
92
New Buys
10
Adds
37
Reduces
25
Exits
10
Unchanged
20
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WESTWOOD HOLDINGS GROUP INC
0.27%0.26%#9$36.3M858,500$35.5M858,50000.00%Unchanged
LPL Financial LLC
0.01%0.01%#50$26.1M617,443$21.5M519,412+98,031+18.87%Add
Christian Investment Advisors, Inc.
10.27%10.97%#1$17.4M411,912$17.4M427,788-15,876-3.71%Reduce
Cambridge Investment Research Advisors, Inc.
0.01%0.02%#35$6.0M142,532$6.0M145,483-2,951-2.03%Reduce
BENJAMIN EDWARDS INC
0.05%0.04%#19$5.9M138,597$4.2M102,262+36,335+35.53%Add
Coppell Advisory Solutions LLC
0.41%#5$5.0M1,941$00+1,941New Buy
Turning Point Benefit Group, Inc.
1.8%1.41%#2$4.2M99,122$2.2M53,195+45,927+86.34%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#68$4.1M96,563$4.2M101,318-4,755-4.69%Reduce
CREATIVE FINANCIAL DESIGNS INC /ADV
0.16%0.18%#12$3.3M77,101$2.9M71,055+6,046+8.51%Add
OneAscent Financial Services LLC
0.15%0.18%#13$3.2M76,247$3.4M82,311-6,064-7.37%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#66$3.2M75,962$2.9M71,293+4,669+6.55%Add
Cetera Investment Advisers
<0.01%<0.01%#58$2.7M64,474$2.6M61,885+2,589+4.18%Add
J.W. COLE ADVISORS, INC.
0.04%#24$2.3M55,070$00+55,070New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#74$2.3M54,248$2.8M67,485-13,237-19.61%Reduce
Focus Partners Advisor Solutions, LLC
0.02%0.02%#31$2.1M48,663$1.8M43,141+5,522+12.80%Add
FAMILY WEALTH PARTNERS, LLC
0.62%0.59%#4$2.0M47,433$1.7M41,795+5,638+13.49%Add
First Heartland Consultants, Inc.
0.13%0.16%#14$2.0M46,788$2.1M51,128-4,340-8.49%Reduce
Inspire Advisors, LLC
0.12%0.17%#15$1.8M41,397$2.1M51,587-10,190-19.75%Reduce
Frontier Asset Management, LLC
0.31%0.32%#8$1.7M40,436$1.5M37,423+3,013+8.05%Add
Bare Financial Services, Inc
0.38%0.43%#6$1.7M39,535$1.6M39,618-83-0.21%Reduce
Geneos Wealth Management Inc.
0.03%0.03%#27$1.6M37,294$1.4M33,763+3,531+10.46%Add
Sound Financial Strategies Group, LLC
0.96%0.99%#3$1.5M35,697$1.5M35,069+628+1.79%Add
WorthPointe, LLC
0.38%0.49%#7$1.5M35,509$1.8M43,406-7,897-18.19%Reduce
EverSource Wealth Advisors, LLC
0.05%0.05%#21$1.5M35,043$1.7M39,944-4,901-12.27%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#75$1.3M29,492$938,19722,799+6,693+29.36%Add
Farther Finance Advisors, LLC
0.01%0.01%#45$1.2M27,511$1.1M26,169+1,342+5.13%Add
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.01%#42$1.1M25,737$776,47418,774+6,963+37.09%Add
IFP Advisors, Inc
0.02%0.02%#30$1.0M24,093$938,58222,693+1,400+6.17%Add
RFG Advisory, LLC
0.01%0.01%#38$833,17019,706$696,00616,828+2,878+17.10%Add
UBS Group AG
<0.01%<0.01%#81$822,55719,455$801,30919,374+81+0.42%Add
Allen Capital Group, LLC
0.06%0.07%#18$784,88618,564$741,99817,940+624+3.48%Add
O'Connor Financial Group LLC
0.27%0.31%#10$753,09117,812$754,24118,236-424-2.33%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#59$748,87217,712$825,62219,962-2,250-11.27%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#70$673,94615,940$606,02014,653+1,287+8.78%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#67$656,79915,535$616,63714,909+626+4.20%Add
WIN ADVISORS, INC
0.22%0.28%#11$618,26414,623$613,30014,828-205-1.38%Reduce
SUMMIT WEALTH GROUP LLC / CO
0.05%0.06%#20$609,21314,409$555,83713,439+970+7.22%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#76$596,40814,106$430,97810,420+3,686+35.37%Add
Merit Financial Group, LLC
<0.01%<0.01%#55$586,66013,876$465,03211,244+2,632+23.41%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#78$524,46012,404$1.3M31,609-19,205-60.76%Reduce
Sigma Planning Corp
0.01%0.01%#40$505,35311,953$496,17911,997-44-0.37%Reduce
Atria Investments, Inc
<0.01%0.02%#52$481,48511,388$1.7M40,049-28,661-71.56%Reduce
LaSalle St. Investment Advisors, LLC
0.05%0.05%#22$393,6479,310$366,3708,858+452+5.10%Add
LifeWealth Investments, LLC
0.1%0.1%#16$382,2119,040$336,2158,129+911+11.21%Add
Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#60$371,9798,798$364,0098,801-3-0.03%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#86$369,2318,733$414,46910,021-1,288-12.85%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#71$362,8058,581$338,0008,167+414+5.07%Add
Ascentis Independent Advisors
0.05%0.03%#23$359,5848,694$359,5848,69400.00%Unchanged
GTS SECURITIES LLC
0.01%0.01%#46$341,0308,066$333,6108,06600.00%Unchanged
Strategic Blueprint, LLC
0.02%0.02%#33$309,0737,310$302,7397,320-10-0.14%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow