We are live on ! Find out more
TPHD icon

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
TSMHT
76
Thurston Springer Miller Herd & Titak
Indiana
$25K – – –
Fidelity Investments
77
Fidelity Investments
Massachusetts
$21.4K +$7.45K +193 +53%
Comerica Bank
78
Comerica Bank
Texas
$20.3K -$1.08K -28 -5%
CP
79
Camelot Portfolios
Ohio
$19K +$19.1K +494 New
SAM
80
Smartleaf Asset Management
Massachusetts
$18.8K – – –
WWA
81
Wealth Watch Advisors
Colorado
$13.4K +$5.87K +152 +78%
FPB
82
First PREMIER Bank
South Dakota
$10K – – –
JP Morgan Chase
83
JP Morgan Chase
New York
$9.02K +$9.04K +234 New
AssetMark Inc
84
AssetMark Inc
California
$4.47K – – –
BTI
85
Blue Trust Inc
Georgia
$4.34K – – –
AIP
86
Ameritas Investment Partners
Nebraska
$2.9K – – –
SPIA
87
Steward Partners Investment Advisory
New York
$2.54K +$2.55K +66 New
Morgan Stanley
88
Morgan Stanley
New York
$49 – – –
Wells Fargo
89
Wells Fargo
California
$13 -$39 -1 Closed
CPRC
90
Consolidated Portfolio Review Corp
New York
– -$1.04M -26,390 Closed
Citadel Advisors
91
Citadel Advisors
Florida
– -$428K -10,888 Closed
CW
92
CreativeOne Wealth
Kansas
– -$414K -10,520 Closed
SF
93
Symphony Financial
Texas
– -$387K -9,856 Closed
BWM
94
BCGM Wealth Management
Indiana
– -$346K -8,800 Closed
WMWM
95
Whitaker-Myers Wealth Managers
Ohio
– -$342K -8,694 Closed
HWA
96
HHM Wealth Advisors
Tennessee
– -$337K -8,568 Closed
OAS
97
Optivise Advisory Services
Tennessee
– -$319K -8,107 Closed
TA
98
TrueWealth Advisors
Alabama
– -$237K -6,014 Closed
BCM
99
BluePath Capital Management
Georgia
– -$235K -5,980 Closed
PS
100
Principal Securities
Iowa
– -$64.6K -1,643 Closed
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.