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Timothy Plan High Dividend Stock ETF
TPHD

Overview Fund Activity

74 hedge funds and large institutions have $109M invested in Timothy Plan High Dividend Stock ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
32
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Inspire Advisors
Idaho
$2.15M
2
OWM
2
OneAscent Wealth Management
Alabama
$1.54M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$4.86M
4
LPL Financial
4
LPL Financial
California
$15.7M
5
AI
5
Atria Investments
North Carolina
$4.87M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$4.63M
2
FAM
2
Frontier Asset Management
Wyoming
$5.05M
3
CFD
3
Creative Financial Designs
Indiana
$8.03M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
EWA
5
EverSource Wealth Advisors
Alabama
$3.86M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$15.7M 416,837 +18,805 +5%
CW
2
CreativeOne Wealth
Kansas
$10.1M 267,774 +3,168 +1%
CFD
3
Creative Financial Designs
Indiana
$8.03M 212,991 -24,569 -10%
FAM
4
Frontier Asset Management
Wyoming
$5.05M 134,040 -26,410 -16%
AI
5
Atria Investments
North Carolina
$4.87M 129,308 +16,141 +14%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$4.86M 128,917 +27,860 +28%
Ameriprise
7
Ameriprise
Minnesota
$4.63M 122,764 -120,838 -50%
SEM
8
Strategic Equity Management
Arizona
$4.28M 113,592 +7,827 +7%
OCFG
9
O'Connor Financial Group
Illinois
$4.12M 109,342 +947 +0.9%
EWA
10
EverSource Wealth Advisors
Alabama
$3.86M 102,294 -10,612 -9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.31M 87,837 +3,838 +5%
BFS
12
Bare Financial Services
Pennsylvania
$2.74M 72,666 +9,022 +14%
KAS
13
Kestra Advisory Services
Texas
$2.67M 70,778 -5,210 -7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.56M 67,973 -8,868 -12%
LI
15
LVZ Inc
Michigan
$2.35M 62,312 -1,268 -2%
IA
16
Inspire Advisors
Idaho
$2.15M 56,916 +43,704 +331%
FAIM
17
Financial Advocates Investment Management
Washington
$1.94M 51,585 +85 +0.2%
MI
18
Moneywise Inc
Virginia
$1.81M 48,028 +6,319 +15%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.78M 47,190 -2,515 -5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.74M 46,188 -3,294 -7%
JWCA
21
J.W. Cole Advisors
Florida
$1.73M 45,985 +979 +2%
OWM
22
OneAscent Wealth Management
Alabama
$1.54M 40,754 +40,754 New
KP
23
Keel Point
Alabama
$1.27M 33,728 +3,039 +10%
FHC
24
First Heartland Consultants
Missouri
$1.26M 33,478 +2,134 +7%
SB
25
Strategic Blueprint
Georgia
$1.25M 33,100 -124 -0.4%
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