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Timothy Plan High Dividend Stock ETF

85 hedge funds and large institutions have $123M invested in Timothy Plan High Dividend Stock ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

3% more capital invested

Capital invested by funds: $119M → $123M (+$3.95M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 8685 (-1)

8.59% less ownership

Funds ownership: 48.86%40.27% (-8.6%)

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
34
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$1.06M -$1.6M -43,771 -61%
TPBG
27
Turning Point Benefit Group
Maryland
$1M +$238K +6,509 +33%
CPRC
28
Consolidated Portfolio Review Corp
New York
$979K +$7.42K +203 +0.8%
WA
29
Win Advisors
Florida
$947K +$50.6K +1,383 +6%
SEM
30
Strategic Equity Management
Arizona
$921K -$4.91M -134,410 -85%
GS
31
GTS Securities
New York
$833K +$806K +22,037 New
UBS Group
32
UBS Group
Switzerland
$827K +$111K +3,046 +16%
IA
33
IFP Advisors
Florida
$822K +$490K +13,405 +161%
SB
34
Strategic Blueprint
Georgia
$793K -$170K -4,641 -18%
MFWP
35
Mosaic Family Wealth Partners
Missouri
$774K +$16.9K +462 +2%
MI
36
Moneywise Inc
Virginia
$756K -$2.06M -56,474 -74%
SG
37
StoneX Group
New York
$740K -$981K -26,824 -58%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$710K -$319K -8,736 -32%
Jane Street
39
Jane Street
New York
$693K +$429K +11,729 +178%
OCFG
40
O'Connor Financial Group
Illinois
$689K -$3.47M -94,797 -84%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$514K +$240K +6,571 +93%
SPC
42
Sigma Planning Corp
Michigan
$448K +$183 +5 +0%
AWS
43
Atria Wealth Solutions
New York
$434K +$129K +3,515 +45%
SWGC
44
Summit Wealth Group (Colorado)
Colorado
$427K +$413K +11,308 New
4WM
45
49 Wealth Management
Texas
$427K +$76.5K +2,092 +23%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$415K -$5.59K -153 -1%
CW
47
CreativeOne Wealth
Kansas
$407K -$14K -382 -3%
RA
48
RFG Advisory
Alabama
$403K +$68.6K +1,876 +21%
OAS
49
Optivise Advisory Services
Tennessee
$337K +$23.9K +655 +8%
BWM
50
BCGM Wealth Management
Indiana
$333K

TPHD Hedge Fund Activity: Q2 2025 in Review

85 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q2 2025, worth a combined $123M — up 3.3% from $119M a quarter earlier.

Fund positioning in TPHD was balanced in Q2 2025: 6 funds opened new positions, 6 closed out, 34 added to existing stakes and 30 trimmed.

The largest buyer was Christian Investment Advisors, adding an estimated $19.7M. The largest seller was Strategic Equity Management, cutting an estimated $4.91M.

  • 85 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q2 2025, down from 86 in Q1 2025.
  • Funds reported $123M of Timothy Plan High Dividend Stock ETF stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 6 funds opened new Timothy Plan High Dividend Stock ETF positions in Q2 2025 and 6 closed out, a net change of 0 holders.
  • The largest Timothy Plan High Dividend Stock ETF buyer in Q2 2025 was Christian Investment Advisors, an estimated $19.7M added.
  • The largest Timothy Plan High Dividend Stock ETF seller in Q2 2025 was Strategic Equity Management, an estimated $4.91M sold.

Based on aggregated 13F filings for Q2 2025.