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Timothy Plan High Dividend Stock ETF
TPHD

93 hedge funds and large institutions have $154M invested in Timothy Plan High Dividend Stock ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

6% more funds holding

Funds holding: 88 → 93 (+5)

4% more capital invested

Capital invested by funds: $148M → $154M (+$5.64M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.17% less ownership

Funds ownership: 46.89% → 45.73% (-1.2%)

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
40
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BEI
Benjamin Edwards Inc
Missouri
+$2.43M
2
LPL Financial
LPL Financial
California
+$1.17M
3
FFA
Farther Finance Advisors
California
+$826K
4
BFS
Bare Financial Services
Pennsylvania
+$799K
5
ACG
Allen Capital Group
Nebraska
+$739K

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.08M
2
JWCA
J.W. Cole Advisors
Florida
-$1.99M
3
IA
Inspire Advisors
Idaho
-$1.89M
4
CFD
Creative Financial Designs
Indiana
-$1.51M
5
Goldman Sachs
Goldman Sachs
New York
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
51
Golden State Equity Partners
California
$360K +$13.4K +324 +4%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$338K – – –
LI
53
LifeWealth Investments
Florida
$336K +$23.4K +569 +8%
GS
54
GTS Securities
New York
$334K -$913K -22,167 -73%
IWM
55
IHT Wealth Management
Illinois
$311K +$310K +7,529 New
SB
56
Strategic Blueprint
Georgia
$303K -$24.6K -598 -8%
WIA
57
World Investment Advisors
California
$295K +$294K +7,143 New
RIA
58
Regal Investment Advisors
Michigan
$294K – – –
KA
59
Kovack Advisors
Florida
$258K +$12.4K +300 +5%
VCP
60
Verus Capital Partners
Arizona
$255K – – –
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$252K +$64K +1,554 +34%
KCPG
62
Kavar Capital Partners Group
Kansas
$242K +$26.8K +650 +13%
Betterment LLC
63
Betterment LLC
New York
$231K +$230K +5,574 New
Citadel Advisors
64
Citadel Advisors
Florida
$225K +$224K +5,441 New
IFG
65
Independent Financial Group
California
$223K +$222K +5,399 New
BDF
66
Black Diamond Financial
Maryland
$218K +$217K +5,271 New
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$217K +$412 +10 +0.2%
KWM
68
Kingsview Wealth Management
Oregon
$206K +$205K +4,983 New
BW
69
BIP Wealth
Georgia
$202K +$202K +4,890 New
NRG
70
Nemes Rush Group
Michigan
$154K – – –
NEWAS
71
N.E.W. Advisory Services
Wisconsin
$136K -$7.83K -190 -5%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$116K +$72.9K +1,770 +170%
Morgan Stanley
73
Morgan Stanley
New York
$101K +$101K +2,449 +244,900%
NA
74
NewEdge Advisors
Louisiana
$62K – – –
AAP
75
Arax Advisory Partners
Colorado
$60.4K – – –
1 2
3
4 5

TPHD Hedge Fund Activity: Q1 2026 in Review

93 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q1 2026, worth a combined $154M — up 3.8% from $148M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TPHD positions and 10 closed out — a net gain of 6 holders — while 40 added to existing stakes and 24 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $2.43M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $2.08M.

  • 93 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q1 2026, up from 88 in Q4 2025.
  • Funds reported $154M of Timothy Plan High Dividend Stock ETF stock for Q1 2026, up 3.8% quarter-over-quarter.
  • 16 funds opened new Timothy Plan High Dividend Stock ETF positions in Q1 2026 and 10 closed out, a net change of +6 holders.
  • The largest Timothy Plan High Dividend Stock ETF buyer in Q1 2026 was Benjamin Edwards Inc, an estimated $2.43M added.
  • The largest Timothy Plan High Dividend Stock ETF seller in Q1 2026 was Carson Wealth (CWM LLC), an estimated $2.08M sold.

Based on aggregated 13F filings for Q1 2026.