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Timothy Plan High Dividend Stock ETF
TPHD

Overview Fund Activity

73 hedge funds and large institutions have $102M invested in Timothy Plan High Dividend Stock ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
25
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$13.9M
2
BFS
2
Bare Financial Services
Pennsylvania
$2.34M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.69M
4
SFSG
4
Sound Financial Strategies Group
Mississippi
$855K
5
KP
5
Keel Point
Alabama
$1.1M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$3.96M
2
OFS
2
OneAscent Financial Services
Alabama
$0
3
OWM
3
OneAscent Wealth Management
Alabama
$0
4
FAM
4
Frontier Asset Management
Wyoming
$5.61M
5
JWCA
5
J.W. Cole Advisors
Florida
$1.57M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$13.9M 398,032 +45,263 +13%
CW
2
CreativeOne Wealth
Kansas
$9.26M 264,606 -25,915 -9%
Ameriprise
3
Ameriprise
Minnesota
$8.52M 243,602 -32,909 -12%
CFD
4
Creative Financial Designs
Indiana
$8.31M 237,560 +9,668 +4%
FAM
5
Frontier Asset Management
Wyoming
$5.61M 160,450 -72,942 -31%
EWA
6
EverSource Wealth Advisors
Alabama
$4.15M 112,906 +11,473 +11%
AI
7
Atria Investments
North Carolina
$3.96M 113,167 -253,091 -69%
OCFG
8
O'Connor Financial Group
Illinois
$3.79M 108,395 -5,122 -5%
SEM
9
Strategic Equity Management
Arizona
$3.7M 105,765 -15,804 -13%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$3.54M 101,057 +7,214 +8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.94M 83,999 -1,849 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.69M 76,841 +28,246 +58%
KAS
13
Kestra Advisory Services
Texas
$2.66M 75,988 +10,529 +16%
BFS
14
Bare Financial Services
Pennsylvania
$2.34M 63,644 +32,002 +101%
LI
15
LVZ Inc
Michigan
$2.22M 63,580 -2,305 -3%
FAIM
16
Financial Advocates Investment Management
Washington
$1.8M 51,500 -269 -0.5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.74M 49,705 +933 +2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.73M 49,482 -7,524 -13%
JWCA
19
J.W. Cole Advisors
Florida
$1.57M 45,006 -39,571 -47%
MI
20
Moneywise Inc
Virginia
$1.46M 41,709 -11,439 -22%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.21M 34,494 +13,759 +66%
SB
22
Strategic Blueprint
Georgia
$1.16M 33,224 -34,066 -51%
KP
23
Keel Point
Alabama
$1.1M 30,689 +17,934 +141%
WA
24
Win Advisors
Florida
$1M 28,590 -2,711 -9%
CPRC
25
Consolidated Portfolio Review Corp
New York
$890K 25,429 +371 +1%
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