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Timothy Plan High Dividend Stock ETF
TPHD

Overview Fund Activity

66 hedge funds and large institutions have $114M invested in Timothy Plan High Dividend Stock ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
36
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$18.3M
2
OFS
2
OneAscent Financial Services
Alabama
$8.71M
3
OWM
3
OneAscent Wealth Management
Alabama
$7.54M
4
LPL Financial
4
LPL Financial
California
$9.37M
5
EWA
5
EverSource Wealth Advisors
Alabama
$1.88M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
DI
4
Disciplined Investments
Oklahoma
$0
5
SPC
5
Sigma Planning Corp
Michigan
$412K
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$790K 25,822 +1,587 +7%
AWM
27
AE Wealth Management
Kansas
$786K 25,663 +2,826 +12%
CA
28
Cetera Advisors
Colorado
$627K 20,495 +353 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$583K 19,049 +3,119 +20%
SIC
30
Sigma Investment Counselors
Michigan
$475K 15,520 +116 +0.8%
SPC
31
Sigma Planning Corp
Michigan
$412K 13,468 -5,944 -31%
CPRC
32
Consolidated Portfolio Review Corp
New York
$411K 13,437 +3 +0%
GWP
33
Gateway Wealth Partners
Wisconsin
$348K 11,370 +11,370 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$338K 11,034 +2,003 +22%
IA
35
Inspire Advisors
Idaho
$311K 10,156 -1,117 -10%
TA
36
TrueWealth Advisors
Alabama
$298K 9,720 -1,824 -16%
HWA
37
HHM Wealth Advisors
Tennessee
$294K 9,612 +780 +9%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$289K 9,436 – –
BWM
39
BCGM Wealth Management
Indiana
$269K 8,800 – –
AC
40
AIFG Consultants
New York
$261K 8,515 -2,385 -22%
WMWM
41
Whitaker-Myers Wealth Managers
Ohio
$229K 7,482 +217 +3%
SF
42
Slagle Financial
Illinois
$228K 7,450 – –
W
43
WorthPointe
California
$209K 6,822 +6,822 New
RJA
44
Raymond James & Associates
Florida
$204K 6,676 +6,676 New
BCM
45
BluePath Capital Management
Georgia
$183K 5,980 +5,980 New
UBS Group
46
UBS Group
Switzerland
$174K 5,680 +926 +19%
OLVIG
47
Oliver Lagore Vanvalin Investment Group
Michigan
$126K 4,127 +2,402 +139%
SS
48
Sunbelt Securities
Texas
$121K 3,937 +227 +6%
NRG
49
Nemes Rush Group
Michigan
$114K 3,725 – –
NA
50
NewEdge Advisors
Louisiana
$61.2K 2,000 – –
1
2
3