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Timothy Plan High Dividend Stock ETF

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: 8893 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$58.2K -$577 -14 -1%
BONH
77
Bank of New Hampshire
New Hampshire
$53.8K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$50K +$27K +656 +118%
ASN
79
Advisory Services Network
Georgia
$43.3K +$43.2K +1,048 New
CA
80
CoreCap Advisors
Michigan
$41.3K +$41.2K +999 New
MCM
81
MAI Capital Management
Ohio
$40.8K +$7.71K +187 +23%
SWM
82
SHP Wealth Management
Massachusetts
$38.1K
PNC
83
Park National Corp
Ohio
$27.7K +$27.6K +670 New
TSMHT
84
Thurston Springer Miller Herd & Titak
Indiana
$26.9K
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$22.4K +$22.3K +541 New
SAM
86
Smartleaf Asset Management
Massachusetts
$19.9K
JP Morgan Chase
87
JP Morgan Chase
New York
$19.8K +$10.2K +247 +106%
IA
88
IFG Advisory
Georgia
$13.7K +$13.6K +331 New
FPB
89
First PREMIER Bank
South Dakota
$10K
AssetMark Inc
90
AssetMark Inc
California
$6.66K +$1.85K +45 +39%
BTI
91
Blue Trust Inc
Georgia
$5.63K +$948 +23 +20%
AIP
92
Ameritas Investment Partners
Nebraska
$3.11K
Wells Fargo
93
Wells Fargo
California
$26 +$41 +1 New
JWCA
94
J.W. Cole Advisors
Florida
-$1.99M -53,087 Closed
SEM
95
Strategic Equity Management
Arizona
-$1.08M -27,930 Closed
MI
96
Moneywise Inc
Virginia
-$905K -23,489 Closed
MFWP
97
Mosaic Family Wealth Partners
Missouri
-$885K -22,966 Closed
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
-$279K -7,120 Closed
OC
99
Opal Capital
Florida
-$291K -6,919 Closed
WW
100
Winnow Wealth
Texas
-$128K -3,289 Closed

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.