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Timothy Plan High Dividend Stock ETF

72 hedge funds and large institutions have $133M invested in Timothy Plan High Dividend Stock ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
35
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AI
1
Atria Investments
North Carolina
$13.2M 366,258 -274,053 -43%
LPL Financial
2
LPL Financial
California
$12.8M 352,769 +37,930 +12%
CW
3
CreativeOne Wealth
Kansas
$10.5M 290,521 +2,499 +0.9%
Ameriprise
4
Ameriprise
Minnesota
$10M 276,511 +47,052 +21%
OFS
5
OneAscent Financial Services
Alabama
$8.61M 238,042 -122,405 -34%
FAM
6
Frontier Asset Management
Wyoming
$8.44M 233,392 -10,614 -4%
CFD
7
Creative Financial Designs
Indiana
$8.24M 227,892 +10,497 +5%
OWM
8
OneAscent Wealth Management
Alabama
$5.42M 149,776 -94,893 -39%
SEM
9
Strategic Equity Management
Arizona
$4.4M 121,569 +37,995 +45%
OCFG
10
O'Connor Financial Group
Illinois
$4.11M 113,517 +1,516 +1%
EWA
11
EverSource Wealth Advisors
Alabama
$3.53M 101,433 +23,632 +30%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$3.39M 93,843 +245 +0.3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.11M 85,848 -6,763 -7%
JWCA
14
J.W. Cole Advisors
Florida
$3.06M 84,577 +468 +0.6%
SB
15
Strategic Blueprint
Georgia
$2.43M 67,290 -144 -0.2%
LI
16
LVZ Inc
Michigan
$2.38M 65,885 +1,873 +3%
KAS
17
Kestra Advisory Services
Texas
$2.37M 65,459 -1,534 -2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.06M 57,006 +45,641 +402%
MI
19
Moneywise Inc
Virginia
$1.92M 53,148 +32,094 +152%
FAIM
20
Financial Advocates Investment Management
Washington
$1.87M 51,769 +1,051 +2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.76M 48,772 +2,242 +5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.76M 48,595 +4,542 +10%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$1.29M 35,803 +1,732 +5%
WA
24
Win Advisors
Florida
$1.13M 31,301 +749 +2%
BFS
25
Bare Financial Services
Pennsylvania
$1.1M 31,642 +27,170 +608%