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Timothy Plan High Dividend Stock ETF

85 hedge funds and large institutions have $123M invested in Timothy Plan High Dividend Stock ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

3% more capital invested

Capital invested by funds: $119M → $123M (+$3.95M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 8685 (-1)

8.59% less ownership

Funds ownership: 48.86%40.27% (-8.6%)

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
34
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
51
HHM Wealth Advisors
Tennessee
$324K
SF
52
Symphony Financial
Texas
$318K +$302K +8,265 New
WMWM
53
Whitaker-Myers Wealth Managers
Ohio
$297K -$5.63K -154 -2%
FIA
54
Foundations Investment Advisors
Arizona
$275K +$46.3K +1,266 +21%
AAS
55
Avantax Advisory Services
Texas
$264K -$4.72K -129 -2%
BCI
56
Brinker Capital Investments
Pennsylvania
$259K -$94.3K -2,578 -27%
TA
57
TrueWealth Advisors
Alabama
$243K -$8.85K -242 -4%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$231K
BCM
59
BluePath Capital Management
Georgia
$226K
LSIA
60
LaSalle St. Investment Advisors
Illinois
$224K -$10.1K -277 -4%
GSEP
61
Golden State Equity Partners
California
$222K -$10.2K -278 -5%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$172K +$768 +21 +0.5%
NRG
63
Nemes Rush Group
Michigan
$141K
PS
64
Principal Securities
Iowa
$128K -$43.5K -1,190 -26%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$115K +$93.5K +2,558 +522%
CWM
66
Centricity Wealth Management
Ohio
$80.1K
KWM
67
Kiker Wealth Management
Georgia
$75.6K -$13.7K -374 -16%
HI
68
Harbour Investments
Wisconsin
$70.8K -$14K -383 -17%
OLVIG
69
Oliver Lagore Vanvalin Investment Group
Michigan
$62.4K +$60.6K +1,658 New
BONH
70
Bank of New Hampshire
New Hampshire
$56.7K
NA
71
NewEdge Advisors
Louisiana
$56.7K
AAP
72
Arax Advisory Partners
Colorado
$55.2K
FHA
73
First Horizon Advisors
Tennessee
$32.8K +$219 +6 +0.7%
MCM
74
MAI Capital Management
Ohio
$30.2K
AAS
75
Ameritas Advisory Services
Nebraska
$24.9K +$24.1K +660 New

TPHD Hedge Fund Activity: Q2 2025 in Review

85 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q2 2025, worth a combined $123M — up 3.3% from $119M a quarter earlier.

Fund positioning in TPHD was balanced in Q2 2025: 6 funds opened new positions, 6 closed out, 34 added to existing stakes and 30 trimmed.

The largest buyer was Christian Investment Advisors, adding an estimated $19.7M. The largest seller was Strategic Equity Management, cutting an estimated $4.91M.

  • 85 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q2 2025, down from 86 in Q1 2025.
  • Funds reported $123M of Timothy Plan High Dividend Stock ETF stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 6 funds opened new Timothy Plan High Dividend Stock ETF positions in Q2 2025 and 6 closed out, a net change of 0 holders.
  • The largest Timothy Plan High Dividend Stock ETF buyer in Q2 2025 was Christian Investment Advisors, an estimated $19.7M added.
  • The largest Timothy Plan High Dividend Stock ETF seller in Q2 2025 was Strategic Equity Management, an estimated $4.91M sold.

Based on aggregated 13F filings for Q2 2025.