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Timothy Plan High Dividend Stock ETF

85 hedge funds and large institutions have $113M invested in Timothy Plan High Dividend Stock ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

0% more funds holding

Funds holding: 8585 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.17% less ownership

Funds ownership: 40.27%37.1% (-3.2%)

9% less capital invested

Capital invested by funds: $123M → $113M (-$10.6M)

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
34
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
51
Whitaker-Myers Wealth Managers
Ohio
$342K +$32.8K +848 +11%
HWA
52
HHM Wealth Advisors
Tennessee
$337K
OAS
53
Optivise Advisory Services
Tennessee
$319K -$31.5K -813 -9%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$306K +$65.3K +1,685 +28%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$275K -$155K -3,999 -36%
LSIA
56
LaSalle St. Investment Advisors
Illinois
$243K +$9.37K +242 +4%
VCP
57
Verus Capital Partners
Arizona
$242K +$239K +6,160 New
GSEP
58
Golden State Equity Partners
California
$240K +$9.06K +234 +4%
TA
59
TrueWealth Advisors
Alabama
$237K -$16.1K -415 -6%
BCM
60
BluePath Capital Management
Georgia
$235K
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$205K +$202K +5,217 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$179K
FFA
63
Farther Finance Advisors
California
$152K +$149K +3,854 New
NRG
64
Nemes Rush Group
Michigan
$147K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$145K +$24.3K +627 +21%
AAP
66
Arax Advisory Partners
Colorado
$114K +$47.1K +1,215 +83%
PS
67
Principal Securities
Iowa
$64.6K -$67.4K -1,739 -51%
BONH
68
Bank of New Hampshire
New Hampshire
$59K
NA
69
NewEdge Advisors
Louisiana
$59K
HI
70
Harbour Investments
Wisconsin
$56.5K -$16.9K -437 -23%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$45.7K +$45K +1,163 New
MCM
72
MAI Capital Management
Ohio
$31.5K
TSMHT
73
Thurston Springer Miller Herd & Titak
Indiana
$25.6K
Comerica Bank
74
Comerica Bank
Texas
$21.8K +$2.01K +52 +10%
SAM
75
Smartleaf Asset Management
Massachusetts
$19.1K

TPHD Hedge Fund Activity: Q3 2025 in Review

85 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q3 2025, worth a combined $113M — down 8.6% from $123M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TPHD positions and 7 closed out — a net gain of 5 holders — while 34 added to existing stakes and 25 trimmed.

The largest buyer was Summit Wealth Group (Colorado), adding an estimated $2.6M. The largest seller was Christian Investment Advisors, cutting an estimated $4.83M.

  • 85 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $113M of Timothy Plan High Dividend Stock ETF stock for Q3 2025, down 8.6% quarter-over-quarter.
  • 12 funds opened new Timothy Plan High Dividend Stock ETF positions in Q3 2025 and 7 closed out, a net change of +5 holders.
  • The largest Timothy Plan High Dividend Stock ETF buyer in Q3 2025 was Summit Wealth Group (Colorado), an estimated $2.6M added.
  • The largest Timothy Plan High Dividend Stock ETF seller in Q3 2025 was Christian Investment Advisors, an estimated $4.83M sold.

Based on aggregated 13F filings for Q3 2025.