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Timothy Plan High Dividend Stock ETF

85 hedge funds and large institutions have $113M invested in Timothy Plan High Dividend Stock ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

0% more funds holding

Funds holding: 8585 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.17% less ownership

Funds ownership: 40.27%37.1% (-3.2%)

9% less capital invested

Capital invested by funds: $123M → $113M (-$10.6M)

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
34
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEM
26
Strategic Equity Management
Arizona
$1.01M +$48.2K +1,244 +5%
UBS Group
27
UBS Group
Switzerland
$894K +$32.9K +850 +4%
GWM
28
Geneos Wealth Management
Colorado
$874K -$229K -5,904 -21%
MFWP
29
Mosaic Family Wealth Partners
Missouri
$868K +$61.3K +1,582 +8%
MI
30
Moneywise Inc
Virginia
$857K +$69.3K +1,789 +9%
IA
31
IFP Advisors
Florida
$845K -$9.96K -257 -1%
WA
32
Win Advisors
Florida
$715K -$266K -6,864 -27%
OCFG
33
O'Connor Financial Group
Illinois
$700K -$2.36K -61 -0.3%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$641K +$606K +15,647 +2,445%
SB
35
Strategic Blueprint
Georgia
$584K -$238K -6,137 -29%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$573K +$38.6K +996 +7%
LI
37
LifeWealth Investments
Florida
$559K +$550K +14,204 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$521K -$215K -5,546 -30%
BFS
39
Bare Financial Services
Pennsylvania
$499K -$2.75M -70,941 -85%
RA
40
RFG Advisory
Alabama
$474K +$53.6K +1,383 +13%
FWP
41
Family Wealth Partners
North Carolina
$467K +$460K +11,866 New
SPC
42
Sigma Planning Corp
Michigan
$467K +$155 +4 +0%
FIA
43
Foundations Investment Advisors
Arizona
$462K +$173K +4,471 +61%
4WM
44
49 Wealth Management
Texas
$453K +$8.79K +227 +2%
Citadel Advisors
45
Citadel Advisors
Florida
$428K +$422K +10,888 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$422K -$1.21M -31,262 -74%
CW
47
CreativeOne Wealth
Kansas
$414K -$9.61K -248 -2%
SF
48
Symphony Financial
Texas
$387K +$61.6K +1,591 +19%
MFG
49
Merit Financial Group
Georgia
$363K +$357K +9,226 New
BWM
50
BCGM Wealth Management
Indiana
$346K

TPHD Hedge Fund Activity: Q3 2025 in Review

85 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q3 2025, worth a combined $113M — down 8.6% from $123M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TPHD positions and 7 closed out — a net gain of 5 holders — while 34 added to existing stakes and 25 trimmed.

The largest buyer was Summit Wealth Group (Colorado), adding an estimated $2.6M. The largest seller was Christian Investment Advisors, cutting an estimated $4.83M.

  • 85 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $113M of Timothy Plan High Dividend Stock ETF stock for Q3 2025, down 8.6% quarter-over-quarter.
  • 12 funds opened new Timothy Plan High Dividend Stock ETF positions in Q3 2025 and 7 closed out, a net change of +5 holders.
  • The largest Timothy Plan High Dividend Stock ETF buyer in Q3 2025 was Summit Wealth Group (Colorado), an estimated $2.6M added.
  • The largest Timothy Plan High Dividend Stock ETF seller in Q3 2025 was Christian Investment Advisors, an estimated $4.83M sold.

Based on aggregated 13F filings for Q3 2025.