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Timothy Plan High Dividend Stock ETF
TPHD

88 hedge funds and large institutions have $148M invested in Timothy Plan High Dividend Stock ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

31% more capital invested

Capital invested by funds: $113M → $148M (+$35.4M)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

9.79% more ownership

Funds ownership: 37.1% → 46.89% (+9.8%)

4% more funds holding

Funds holding: 85 → 88 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
41
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$33.1M
2
W
WorthPointe
California
+$2.68M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.72M
4
BEI
Benjamin Edwards Inc
Missouri
+$1.67M
5
LPL Financial
LPL Financial
California
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
OFS
OneAscent Financial Services
Alabama
-$3.57M
2
SWGC
Summit Wealth Group (Colorado)
Colorado
-$2.54M
3
CPRC
Consolidated Portfolio Review Corp
New York
-$1.04M
4
FPAS
Focus Partners Advisor Solutions
Missouri
-$623K
5
OWM
OneAscent Wealth Management
Alabama
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
51
Golden State Equity Partners
California
$322K +$87.7K +2,272 +37%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$315K +$14.6K +377 +5%
SB
53
Strategic Blueprint
Georgia
$305K -$268K -6,929 -47%
LI
54
LifeWealth Investments
Florida
$291K -$257K -6,644 -47%
OC
55
Opal Capital
Florida
$291K +$267K +6,919 New
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$279K +$275K +7,120 New
LSIA
57
LaSalle St. Investment Advisors
Illinois
$278K +$39.5K +1,024 +17%
RIA
58
Regal Investment Advisors
Michigan
$274K +$275K +7,112 New
VCP
59
Verus Capital Partners
Arizona
$237K – – –
FFA
60
Farther Finance Advisors
California
$236K +$88K +2,280 +59%
KA
61
Kovack Advisors
Florida
$229K +$230K +5,946 New
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$201K +$463 +12 +0.2%
KCPG
63
Kavar Capital Partners Group
Kansas
$200K +$200K +5,191 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$186K +$44.2K +1,145 +31%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$176K +$502 +13 +0.3%
NRG
66
Nemes Rush Group
Michigan
$144K – – –
NEWAS
67
N.E.W. Advisory Services
Wisconsin
$134K +$127K +3,293 +1,871%
WW
68
Winnow Wealth
Texas
$128K +$127K +3,289 New
NA
69
NewEdge Advisors
Louisiana
$57.8K – – –
AAP
70
Arax Advisory Partners
Colorado
$56.3K -$46.9K -1,215 -45%
HI
71
Harbour Investments
Wisconsin
$54.8K -$579 -15 -1%
BONH
72
Bank of New Hampshire
New Hampshire
$50.1K -$7.72K -200 -13%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$40.1K -$4.75K -123 -11%
SWM
74
SHP Wealth Management
Massachusetts
$35.5K +$35.6K +922 New
MCM
75
MAI Capital Management
Ohio
$30.8K – – –
1 2
3
4 5

TPHD Hedge Fund Activity: Q4 2025 in Review

88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q4 2025, worth a combined $148M — up 31% from $113M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TPHD positions and 13 closed out — a net gain of 3 holders — while 41 added to existing stakes and 20 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $33.1M. The largest seller was OneAscent Financial Services, cutting an estimated $3.57M.

  • 88 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q4 2025, up from 85 in Q3 2025.
  • Funds reported $148M of Timothy Plan High Dividend Stock ETF stock for Q4 2025, up 31% quarter-over-quarter.
  • 16 funds opened new Timothy Plan High Dividend Stock ETF positions in Q4 2025 and 13 closed out, a net change of +3 holders.
  • The largest Timothy Plan High Dividend Stock ETF buyer in Q4 2025 was Westwood Holdings Group, an estimated $33.1M added.
  • The largest Timothy Plan High Dividend Stock ETF seller in Q4 2025 was OneAscent Financial Services, an estimated $3.57M sold.

Based on aggregated 13F filings for Q4 2025.