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Timothy Plan High Dividend Stock ETF

85 hedge funds and large institutions have $123M invested in Timothy Plan High Dividend Stock ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
6
Increased
34
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
1
Christian Investment Advisors
Texas
$21M +$20.4M +539,593 +3,368%
LPL Financial
2
LPL Financial
California
$17.4M +$269K +7,111 +2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$6.29M +$164K +4,327 +3%
OFS
4
OneAscent Financial Services
Alabama
$6.19M +$294K +7,757 +5%
Ameriprise
5
Ameriprise
Minnesota
$4.76M -$103K -2,738 -2%
Stifel Financial
6
Stifel Financial
Missouri
$4M +$755K +19,978 +23%
FAM
7
Frontier Asset Management
Wyoming
$3.9M -$769K -20,341 -16%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.83M +$301K +7,957 +9%
IA
9
Inspire Advisors
Idaho
$3.76M +$828K +21,906 +28%
CFD
10
Creative Financial Designs
Indiana
$3.36M -$5.02M -132,795 -60%
BFS
11
Bare Financial Services
Pennsylvania
$3.16M +$146K +3,860 +5%
EWA
12
EverSource Wealth Advisors
Alabama
$2.9M -$466K -12,340 -14%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.85M +$4.91K +130 +0.2%
Raymond James Financial
14
Raymond James Financial
Florida
$2.26M +$18.2K +481 +0.8%
KAS
15
Kestra Advisory Services
Texas
$1.95M -$543K -14,358 -22%
FAIM
16
Financial Advocates Investment Management
Washington
$1.94M +$22K +582 +1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.8M +$5.82K +154 +0.3%
AI
18
Atria Investments
North Carolina
$1.71M +$126K +3,329 +8%
JWCA
19
J.W. Cole Advisors
Florida
$1.7M -$43.9K -1,161 -3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.59M +$363K +9,604 +30%
Goldman Sachs
21
Goldman Sachs
New York
$1.37M -$197K -5,205 -13%
FHC
22
First Heartland Consultants
Missouri
$1.36M +$65K +1,719 +5%
OWM
23
OneAscent Wealth Management
Alabama
$1.28M -$371K -9,819 -22%
SFSG
24
Sound Financial Strategies Group
Mississippi
$1.13M -$50.7K -1,342 -4%
GWM
25
Geneos Wealth Management
Colorado
$1.06M -$1.65M -43,771 -61%