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Timothy Plan High Dividend Stock ETF
TPHD

Overview Fund Activity

73 hedge funds and large institutions have $102M invested in Timothy Plan High Dividend Stock ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
25
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$13.9M
2
BFS
2
Bare Financial Services
Pennsylvania
$2.34M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.69M
4
SFSG
4
Sound Financial Strategies Group
Mississippi
$855K
5
KP
5
Keel Point
Alabama
$1.1M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$3.96M
2
OFS
2
OneAscent Financial Services
Alabama
$0
3
OWM
3
OneAscent Wealth Management
Alabama
$0
4
FAM
4
Frontier Asset Management
Wyoming
$5.61M
5
JWCA
5
J.W. Cole Advisors
Florida
$1.57M
Name Market Value Shares Shares
Change 		Shares
Change %
NRG
51
Nemes Rush Group
Michigan
$130K 3,725 – –
ACA
52
Aptus Capital Advisors
Alabama
$102K 2,914 +2,914 New
GWANC
53
Guardian Wealth Advisors (North Carolina)
North Carolina
$85K 2,430 +2,430 New
NA
54
NewEdge Advisors
Louisiana
$70K 2,000 – –
BONH
55
Bank of New Hampshire
New Hampshire
$52.5K 1,500 – –
HI
56
Harbour Investments
Wisconsin
$44.5K 1,273 – –
CAS
57
Coppell Advisory Solutions
Texas
$36K 1,028 +1,028 New
FHA
58
First Horizon Advisors
Tennessee
$29.8K 851 +5 +0.6%
CP
59
Camelot Portfolios
Ohio
$28.6K 818 +818 New
CFGS
60
Concourse Financial Group Securities
Alabama
$26.2K 748 -99 -12%
BTI
61
Blue Trust Inc
Georgia
$24.1K 665 – –
SOS
62
Silver Oak Securities
Tennessee
$23K 656 +15 +2%
ADL
63
Asset Dedication LLC
California
$21.4K 613 -5 -0.8%
IA
64
IFP Advisors
Florida
$20.2K 577 +532 +1,182%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$17K 485 – –
Comerica Bank
66
Comerica Bank
Texas
$16.7K 476 +54 +13%
CAM
67
Creekmur Asset Management
Illinois
$14.2K 406 +406 New
NS
68
NBC Securities
Alabama
$11K 325 – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$10.2K 292 +242 +484%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$8.92K 255 +255 New
AIP
71
Ameritas Investment Partners
Nebraska
$3.68K 105 -50 -32%
FHC
72
First Heartland Consultants
Missouri
$1.1K 31,344 +11,419 +57%
Wells Fargo
73
Wells Fargo
California
$30 1 +1 New
OFS
74
OneAscent Financial Services
Alabama
– – -238,042 Closed
OWM
75
OneAscent Wealth Management
Alabama
– – -149,776 Closed
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3
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