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Timothy Plan High Dividend Stock ETF
TPHD

Overview Fund Activity

86 hedge funds and large institutions have $119M invested in Timothy Plan High Dividend Stock ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+12
Holders Change %
+16.22%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
35
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
1
OneAscent Financial Services
Alabama
$2.99M
2
Stifel Financial
2
Stifel Financial
Missouri
$2.51M
3
Raymond James Financial
3
Raymond James Financial
Florida
$1.99M
4
VA
4
Vident Advisory
Georgia
$1.95M
5
SG
5
StoneX Group
New York
$1.68M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$2.86M
2
CW
2
CreativeOne Wealth
Kansas
$8.56M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$521K
4
DAS
4
Dynamic Advisor Solutions
Arizona
$0
5
FAM
5
Frontier Asset Management
Wyoming
$4.63M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$15.7M 431,528 +14,691 +4%
CW
2
CreativeOne Wealth
Kansas
$8.56M 235,517 -32,257 -12%
CFD
3
Creative Financial Designs
Indiana
$7.81M 214,924 +1,933 +0.9%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$4.99M 137,131 +8,214 +6%
Ameriprise
5
Ameriprise
Minnesota
$4.87M 134,011 +11,247 +9%
SEM
6
Strategic Equity Management
Arizona
$4.71M 129,569 +15,977 +14%
FAM
7
Frontier Asset Management
Wyoming
$4.63M 127,431 -6,609 -5%
OCFG
8
O'Connor Financial Group
Illinois
$4.08M 112,320 +2,978 +3%
EWA
9
EverSource Wealth Advisors
Alabama
$3.75M 103,256 +962 +0.9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.22M 88,486 +649 +0.7%
OFS
11
OneAscent Financial Services
Alabama
$2.99M 82,362 +82,362 New
AI
12
Atria Investments
North Carolina
$2.86M 78,729 -50,579 -39%
BFS
13
Bare Financial Services
Pennsylvania
$2.73M 75,079 +2,413 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.67M 73,314 +5,341 +8%
Stifel Financial
15
Stifel Financial
Missouri
$2.51M 69,011 +69,011 New
KAS
16
Kestra Advisory Services
Texas
$2.47M 68,071 -2,707 -4%
LI
17
LVZ Inc
Michigan
$2.33M 64,043 +1,731 +3%
IA
18
Inspire Advisors
Idaho
$2.24M 61,669 +4,753 +8%
MI
19
Moneywise Inc
Virginia
$2.06M 56,774 +8,746 +18%
Raymond James Financial
20
Raymond James Financial
Florida
$1.99M 54,701 +54,701 New
VA
21
Vident Advisory
Georgia
$1.95M 53,507 +53,507 New
FAIM
22
Financial Advocates Investment Management
Washington
$1.82M 50,081 -1,504 -3%
SG
23
StoneX Group
New York
$1.68M 46,337 +46,337 New
JWCA
24
J.W. Cole Advisors
Florida
$1.68M 46,133 +148 +0.3%
OWM
25
OneAscent Wealth Management
Alabama
$1.64M 45,035 +4,281 +11%
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