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Timothy Plan High Dividend Stock ETF
TPHD

Overview Fund Activity

61 hedge funds and large institutions have $75.6M invested in Timothy Plan High Dividend Stock ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.12M
2
Citadel Advisors
2
Citadel Advisors
Florida
$952K
3
FAM
3
Frontier Asset Management
Wyoming
$7.22M
4
GWM
4
Geneos Wealth Management
Colorado
$763K
5
AWA
5
Arete Wealth Advisors
Illinois
$528K

Top Sellers

1
CFD
1
Creative Financial Designs
Indiana
$6.75M
2
AI
2
Atria Investments
North Carolina
$2.37M
3
CW
3
CreativeOne Wealth
Kansas
$8.63M
4
WA
4
Win Advisors
Florida
$302K
5
OWM
5
OneAscent Wealth Management
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
26
Arete Wealth Advisors
Illinois
$528K 16,761 +16,761 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$502K 15,930 -404 -2%
SIC
28
Sigma Investment Counselors
Michigan
$485K 15,404 +619 +4%
Jane Street
29
Jane Street
New York
$437K 13,886 +13,886 New
CPRC
30
Consolidated Portfolio Review Corp
New York
$423K 13,434 +483 +4%
TA
31
TrueWealth Advisors
Alabama
$364K 11,544 +330 +3%
IA
32
Inspire Advisors
Idaho
$355K 11,273 +11,273 New
AC
33
AIFG Consultants
New York
$343K 10,900 +10,900 New
WA
34
Win Advisors
Florida
$302K 9,574 -25,092 -72%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$297K 9,436 +33 +0.4%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$284K 9,031 +837 +10%
HWA
37
HHM Wealth Advisors
Tennessee
$278K 8,832 +1,600 +22%
BWM
38
BCGM Wealth Management
Indiana
$277K 8,800 – –
SF
39
Slagle Financial
Illinois
$235K 7,450 +7,450 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$230K 7,314 -16,442 -69%
WMWM
41
Whitaker-Myers Wealth Managers
Ohio
$229K 7,265 +80 +1%
DI
42
Disciplined Investments
Oklahoma
$186K 5,917 – –
UBS Group
43
UBS Group
Switzerland
$150K 4,754 +2,527 +113%
NRG
44
Nemes Rush Group
Michigan
$117K 3,725 +3,725 New
SS
45
Sunbelt Securities
Texas
$117K 3,710 +235 +7%
NA
46
NewEdge Advisors
Louisiana
$63K 2,000 -145 -7%
OLVIG
47
Oliver Lagore Vanvalin Investment Group
Michigan
$54.3K 1,725 +1,725 New
HI
48
Harbour Investments
Wisconsin
$39K 1,237 +637 +106%
FA
49
Fiduciary Alliance
South Carolina
$32.5K 1,033 +1,033 New
CAS
50
Coppell Advisory Solutions
Texas
$31.5K 1,011 +1,011 New
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