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Timothy Plan High Dividend Stock ETF
TPHD

93 hedge funds and large institutions have $154M invested in Timothy Plan High Dividend Stock ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

6% more funds holding

Funds holding: 88 → 93 (+5)

4% more capital invested

Capital invested by funds: $148M → $154M (+$5.64M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.17% less ownership

Funds ownership: 46.89% → 45.73% (-1.2%)

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
40
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BEI
Benjamin Edwards Inc
Missouri
+$2.43M
2
LPL Financial
LPL Financial
California
+$1.17M
3
FFA
Farther Finance Advisors
California
+$826K
4
BFS
Bare Financial Services
Pennsylvania
+$799K
5
ACG
Allen Capital Group
Nebraska
+$739K

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.08M
2
JWCA
J.W. Cole Advisors
Florida
-$1.99M
3
IA
Inspire Advisors
Idaho
-$1.89M
4
CFD
Creative Financial Designs
Indiana
-$1.51M
5
Goldman Sachs
Goldman Sachs
New York
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.31M +$106K +2,574 +9%
FFA
27
Farther Finance Advisors
California
$1.08M +$826K +20,035 +327%
IAA
28
Independent Advisor Alliance
North Carolina
$1.04M +$687K +16,669 +195%
IA
29
IFP Advisors
Florida
$939K +$25.3K +615 +3%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$938K +$187K +4,539 +25%
KAS
31
Kestra Advisory Services
Texas
$826K -$171K -4,156 -17%
UBS Group
32
UBS Group
Switzerland
$801K -$79.6K -1,932 -9%
OWM
33
OneAscent Wealth Management
Alabama
$784K -$82.2K -1,994 -10%
FIA
34
Foundations Investment Advisors
Arizona
$776K +$129K +3,140 +20%
OCFG
35
O'Connor Financial Group
Illinois
$754K +$6.72K +163 +0.9%
ACG
36
Allen Capital Group
Nebraska
$742K +$739K +17,940 New
RA
37
RFG Advisory
Alabama
$696K +$83K +2,015 +14%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$652K -$161K -3,906 -20%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$617K +$44.6K +1,082 +8%
WA
40
Win Advisors
Florida
$613K -$199K -4,826 -25%
Osaic Holdings
41
Osaic Holdings
Arizona
$606K -$91.5K -2,220 -13%
SWGC
42
Summit Wealth Group (Colorado)
Colorado
$556K +$28.4K +689 +5%
SPC
43
Sigma Planning Corp
Michigan
$496K +$165 +4 +0%
MFG
44
Merit Financial Group
Georgia
$465K +$32.3K +784 +7%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$431K +$231K +5,600 +116%
Goldman Sachs
46
Goldman Sachs
New York
$414K -$1.5M -36,323 -78%
CW
47
CreativeOne Wealth
Kansas
$409K +$408K +9,898 New
4WM
48
49 Wealth Management
Texas
$397K -$379K -9,191 -49%
LSIA
49
LaSalle St. Investment Advisors
Illinois
$366K +$67.6K +1,641 +23%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$364K +$4.86K +118 +1%
1
2
3 4 5

TPHD Hedge Fund Activity: Q1 2026 in Review

93 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q1 2026, worth a combined $154M — up 3.8% from $148M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TPHD positions and 10 closed out — a net gain of 6 holders — while 40 added to existing stakes and 24 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $2.43M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $2.08M.

  • 93 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q1 2026, up from 88 in Q4 2025.
  • Funds reported $154M of Timothy Plan High Dividend Stock ETF stock for Q1 2026, up 3.8% quarter-over-quarter.
  • 16 funds opened new Timothy Plan High Dividend Stock ETF positions in Q1 2026 and 10 closed out, a net change of +6 holders.
  • The largest Timothy Plan High Dividend Stock ETF buyer in Q1 2026 was Benjamin Edwards Inc, an estimated $2.43M added.
  • The largest Timothy Plan High Dividend Stock ETF seller in Q1 2026 was Carson Wealth (CWM LLC), an estimated $2.08M sold.

Based on aggregated 13F filings for Q1 2026.