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Timothy Plan High Dividend Stock ETF
TPHD

88 hedge funds and large institutions have $148M invested in Timothy Plan High Dividend Stock ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

31% more capital invested

Capital invested by funds: $113M → $148M (+$35.4M)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

9.79% more ownership

Funds ownership: 37.1% → 46.89% (+9.8%)

4% more funds holding

Funds holding: 85 → 88 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
41
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$33.1M
2
W
WorthPointe
California
+$2.68M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.72M
4
BEI
Benjamin Edwards Inc
Missouri
+$1.67M
5
LPL Financial
LPL Financial
California
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
OFS
OneAscent Financial Services
Alabama
-$3.57M
2
SWGC
Summit Wealth Group (Colorado)
Colorado
-$2.54M
3
CPRC
Consolidated Portfolio Review Corp
New York
-$1.04M
4
FPAS
Focus Partners Advisor Solutions
Missouri
-$623K
5
OWM
OneAscent Wealth Management
Alabama
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
26
Nations Financial Group
Iowa
$1.09M +$1.09M +28,254 New
SEM
27
Strategic Equity Management
Arizona
$1.08M +$89.9K +2,327 +9%
FWP
28
Family Wealth Partners
North Carolina
$1.05M +$594K +15,389 +130%
GWM
29
Geneos Wealth Management
Colorado
$1.01M +$157K +4,072 +18%
KAS
30
Kestra Advisory Services
Texas
$929K -$240K -6,212 -20%
MI
31
Moneywise Inc
Virginia
$905K +$65.8K +1,705 +8%
MFWP
32
Mosaic Family Wealth Partners
Missouri
$885K +$34.9K +904 +4%
IA
33
IFP Advisors
Florida
$851K +$22.6K +585 +3%
UBS Group
34
UBS Group
Switzerland
$821K -$54.5K -1,411 -6%
OWM
35
OneAscent Wealth Management
Alabama
$807K -$516K -13,362 -39%
BFS
36
Bare Financial Services
Pennsylvania
$780K +$292K +7,560 +60%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$757K +$345K +8,932 +83%
WA
38
Win Advisors
Florida
$757K +$56.6K +1,465 +8%
OCFG
39
O'Connor Financial Group
Illinois
$728K +$11K +284 +2%
4WM
40
49 Wealth Management
Texas
$724K +$281K +7,269 +63%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$704K +$141K +3,664 +25%
Osaic Holdings
42
Osaic Holdings
Arizona
$650K -$368K -9,521 -36%
FIA
43
Foundations Investment Advisors
Arizona
$602K +$150K +3,888 +33%
RA
44
RFG Advisory
Alabama
$571K +$107K +2,770 +23%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$533K +$22.3K +578 +4%
SWGC
46
Summit Wealth Group (Colorado)
Colorado
$491K -$2.54M -65,666 -84%
SPC
47
Sigma Planning Corp
Michigan
$462K +$5.1K +132 +1%
MFG
48
Merit Financial Group
Georgia
$403K +$47.6K +1,234 +13%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$335K +$65.3K +1,691 +24%
IAA
50
Independent Advisor Alliance
North Carolina
$330K +$331K +8,568 New
1
2
3 4 5

TPHD Hedge Fund Activity: Q4 2025 in Review

88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q4 2025, worth a combined $148M — up 31% from $113M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TPHD positions and 13 closed out — a net gain of 3 holders — while 41 added to existing stakes and 20 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $33.1M. The largest seller was OneAscent Financial Services, cutting an estimated $3.57M.

  • 88 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q4 2025, up from 85 in Q3 2025.
  • Funds reported $148M of Timothy Plan High Dividend Stock ETF stock for Q4 2025, up 31% quarter-over-quarter.
  • 16 funds opened new Timothy Plan High Dividend Stock ETF positions in Q4 2025 and 13 closed out, a net change of +3 holders.
  • The largest Timothy Plan High Dividend Stock ETF buyer in Q4 2025 was Westwood Holdings Group, an estimated $33.1M added.
  • The largest Timothy Plan High Dividend Stock ETF seller in Q4 2025 was OneAscent Financial Services, an estimated $3.57M sold.

Based on aggregated 13F filings for Q4 2025.