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Timothy Plan High Dividend Stock ETF

93 hedge funds and large institutions have $154M invested in Timothy Plan High Dividend Stock ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

6% more funds holding

Funds holding: 8893 (+5)

4% more capital invested

Capital invested by funds: $148M → $154M (+$5.64M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.17% less ownership

Funds ownership: 46.89%45.73% (-1.2%)

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
40
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
1
Westwood Holdings Group
Texas
$35.5M
LPL Financial
2
LPL Financial
California
$21.5M +$1.17M +28,322 +6%
CIA
3
Christian Investment Advisors
Texas
$17.4M -$30.1K -730 -0.2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.02M -$276K -6,702 -4%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.4M -$2.08M -50,523 -32%
BEI
6
Benjamin Edwards Inc
Missouri
$4.23M +$2.43M +58,886 +136%
Ameriprise
7
Ameriprise
Minnesota
$4.19M -$718K -17,420 -15%
OFS
8
OneAscent Financial Services
Alabama
$3.4M +$200K +4,859 +6%
Raymond James Financial
9
Raymond James Financial
Florida
$2.95M +$316K +7,675 +12%
CFD
10
Creative Financial Designs
Indiana
$2.94M -$1.51M -36,605 -34%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.79M +$231K +5,605 +9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.56M +$149K +3,619 +6%
TPBG
13
Turning Point Benefit Group
Maryland
$2.21M -$231K -5,594 -10%
IA
14
Inspire Advisors
Idaho
$2.13M -$1.89M -45,960 -47%
FHC
15
First Heartland Consultants
Missouri
$2.11M -$152K -3,682 -7%
W
16
WorthPointe
California
$1.8M -$1.08M -26,095 -38%
FPAS
17
Focus Partners Advisor Solutions
Missouri
$1.78M +$599K +14,534 +51%
FWP
18
Family Wealth Partners
North Carolina
$1.73M +$599K +14,540 +53%
AI
19
Atria Investments
North Carolina
$1.66M -$226K -5,494 -12%
EWA
20
EverSource Wealth Advisors
Alabama
$1.65M -$209K -5,082 -11%
BFS
21
Bare Financial Services
Pennsylvania
$1.64M +$799K +19,379 +96%
FAM
22
Frontier Asset Management
Wyoming
$1.55M -$266K -6,456 -15%
NFG
23
Nations Financial Group
Iowa
$1.53M +$356K +8,640 +31%
SFSG
24
Sound Financial Strategies Group
Mississippi
$1.45M +$241K +5,860 +20%
GWM
25
Geneos Wealth Management
Colorado
$1.4M +$308K +7,482 +28%

TPHD Hedge Fund Activity: Q1 2026 in Review

93 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q1 2026, worth a combined $154M — up 3.8% from $148M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TPHD positions and 10 closed out — a net gain of 6 holders — while 40 added to existing stakes and 24 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $2.43M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $2.08M.

  • 93 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q1 2026, up from 88 in Q4 2025.
  • Funds reported $154M of Timothy Plan High Dividend Stock ETF stock for Q1 2026, up 3.8% quarter-over-quarter.
  • 16 funds opened new Timothy Plan High Dividend Stock ETF positions in Q1 2026 and 10 closed out, a net change of +6 holders.
  • The largest Timothy Plan High Dividend Stock ETF buyer in Q1 2026 was Benjamin Edwards Inc, an estimated $2.43M added.
  • The largest Timothy Plan High Dividend Stock ETF seller in Q1 2026 was Carson Wealth (CWM LLC), an estimated $2.08M sold.

Based on aggregated 13F filings for Q1 2026.