TPHD icon

Timothy Plan High Dividend Stock ETF

83 hedge funds and large institutions have $108M invested in Timothy Plan High Dividend Stock ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAS
51
Optivise Advisory Services
Tennessee
$319K
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$306K
LI
53
LifeWealth Investments
Florida
$279K
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$275K
LSIA
55
LaSalle St. Investment Advisors
Illinois
$243K
GSEP
56
Golden State Equity Partners
California
$240K
TA
57
TrueWealth Advisors
Alabama
$237K
BCM
58
BluePath Capital Management
Georgia
$235K
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$205K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$179K
FFA
61
Farther Finance Advisors
California
$152K
NRG
62
Nemes Rush Group
Michigan
$147K
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$145K
AAP
64
Arax Advisory Partners
Colorado
$114K
PS
65
Principal Securities
Iowa
$64.6K
NA
66
NewEdge Advisors
Louisiana
$59K
BONH
67
Bank of New Hampshire
New Hampshire
$59K
HI
68
Harbour Investments
Wisconsin
$56.5K
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$45.7K
MCM
70
MAI Capital Management
Ohio
$31.5K
TSMHT
71
Thurston Springer Miller Herd & Titak
Indiana
$25.6K
Comerica Bank
72
Comerica Bank
Texas
$21.8K
SAM
73
Smartleaf Asset Management
Massachusetts
$19.1K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$14.2K
AAS
75
Ameritas Advisory Services
Nebraska
$14.1K