Who Owns Timothy Plan High Dividend Stock ETF (TPHD)?Hedge Fund & Institutional Holders

$41.27+0.10 (+0.24%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.3078000165100007e+289T

% of Float Held

—

QoQ Change in Holders

+12 / -6

Price History

$32.99$35.53$38.07$40.62$43.16Sep 24Jun 25Mar 26

TPHD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WESTWOOD HOLDINGS GROUP INCNew Position+859K+$33.1B
Christian Investment Advisors, Inc.New Position+429K+$16.5B
Inspire Advisors, LLCNew Position+98K+$3.8B
WorthPointe, LLCNew Position+70K+$2.7B
J.W. COLE ADVISORS, INC.New Position+53K+$2.0B
Frontier Asset Management, LLCNew Position+44K+$1.7B
Turning Point Benefit Group, Inc.Increased+31K+$1.2B
Sound Financial Strategies Group, LLCNew Position+29K+$1.1B
Strategic Equity ManagementNew Position+28K+$1.1B
Geneos Wealth Management Inc.New Position+26K+$1.0B
MONEYWISE, INC.New Position+23K+$905.0M
WIN ADVISORS, INCNew Position+20K+$757.0M
O'Connor Financial Group LLCNew Position+18K+$728.0M
First Heartland Consultants, Inc.Increased+19K+$682.7M
FAMILY WEALTH PARTNERS, LLCIncreased+15K+$583.2M

TPHD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
EverSource Wealth Advisors, LLCDecreased-6K-$2.0B
Consolidated Portfolio Review CorpClosed Position-26K-$1.0B
OSAIC HOLDINGS, INC.Decreased-10K-$1.0B
GOLDMAN SACHS GROUP INCDecreased-3K-$923.7M
Atria Investments, IncDecreased-2K-$864.4M
CITADEL ADVISORS LLCClosed Position-11K-$428.3M
CreativeOne Wealth, LLCClosed Position-11K-$413.8M
BCGM Wealth Management, LLCClosed Position-9K-$346.2M
TrueWealth Advisors, LLCClosed Position-6K-$236.6M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-2K-$144.2M
Arax Advisory PartnersDecreased-1K-$113.7M
UBS Group AGDecreased-1K-$73.6M
Bank of New HampshireClosed Position-2K-$59.0M
HARBOUR INVESTMENTS, INC.Decreased-15-$56.4M
Rockefeller Capital Management L.P.Decreased-123-$45.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WESTWOOD HOLDINGS GROUP INC858,500$33.1B0.27%Share
2Christian Investment Advisors, Inc.428,518$16.5B13.38%Share
3CREATIVE FINANCIAL DESIGNS INC /ADV107,660$4.1B0.26%Share
4AMERIPRISE FINANCIAL INC118,738$4.0B0.00%Share
5Inspire Advisors, LLC97,547$3.8B0.35%Share
6WorthPointe, LLC69,501$2.7B0.70%Share
7First Heartland Consultants, Inc.54,810$2.1B0.16%Share
8RAYMOND JAMES FINANCIAL INC62,219$2.0B0.00%Share
9J.W. COLE ADVISORS, INC.53,087$2.0B0.05%Share
10Turning Point Benefit Group, Inc.46,339$1.8B0.93%Share
11Frontier Asset Management, LLC43,879$1.7B0.39%Share
12Sound Financial Strategies Group, LLC29,209$1.1B0.79%Share
13Strategic Equity Management27,930$1.1B0.36%Share
14FAMILY WEALTH PARTNERS, LLC27,255$1.1B0.38%Share
15Geneos Wealth Management Inc.26,281$1.0B0.02%Share
16PNC FINANCIAL SERVICES GROUP, INC.29,035$1.0B0.00%Share
17Atria Investments, Inc45,543$1.0B0.01%Share
18GOLDMAN SACHS GROUP INC46,344$1.0B0.00%Share
19MONEYWISE, INC.23,489$905.0M0.38%Share
20MOSAIC FAMILY WEALTH PARTNERS, LLC22,966$884.0M0.10%Share
21UBS Group AG21,278$819.0M0.00%Share
22Bare Financial Services, Inc20,239$779.0M0.22%Share
23WIN ADVISORS, INC19,654$757.0M0.32%Share
24O'Connor Financial Group LLC18,073$728.0M0.29%Share
2549 WEALTH MANAGEMENT, LLC18,784$723.0M0.06%Share
26SUMMIT WEALTH GROUP LLC / CO12,750$491.0M0.07%Share
27Turning Point Benefit Group, Inc.12,450$479.0M0.25%Share
28Sigma Planning Corp11,993$462.0M0.01%Share
29Golden State Equity Partners8,370$322.0M0.05%Share
30Strategic Blueprint, LLC7,918$305.0M0.02%Share
31LifeWealth Investments, LLC7,560$291.0M0.09%Share
32Regal Investment Advisors LLC7,112$274.0M0.02%Share
33Farther Finance Advisors, LLC6,134$236.0M0.00%Share
34Kovack Advisors, Inc.5,946$231.0M0.02%Share
35KAVAR CAPITAL PARTNERS GROUP, LLC5,191$200.0M0.03%Share
36N.E.W. Advisory Services LLC3,469$133.0M0.01%Share
37WINNOW WEALTH LLC3,289$128.0M0.09%Share
38THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.650$25.0M0.01%Share
39COMERICA BANK526$20.0M0.00%Share
40Camelot Portfolios, LLC494$19.0M0.01%Share
41LPL Financial LLC491,090$18.0M0.00%Share
42Wealth Watch Advisors, INC348$13.0M0.00%Share
43CWM, LLC157,019$6.0M0.02%Share
44Cambridge Investment Research Advisors, Inc.152,185$5.0M0.01%Share
45Blue Trust, Inc.113$4.0M0.00%Share
46ASSETMARK, INC116$4.0M0.00%Share
47OneAscent Financial Services LLC77,452$2.0M0.18%Share
48Cetera Investment Advisers58,266$2.0M0.00%Share
49ENVESTNET ASSET MANAGEMENT INC61,880$2.0M0.00%Share
50EverSource Wealth Advisors, LLC44,470$1.7M0.00%Share

TPHD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202587$90.3B+36
Q3 202551$50.2B-27
Q2 202578$87.5B-8
Q1 202586$92.9B+9
Q4 202477$253.0B+24
Q3 202453$18.9T-1
Q2 202454$3.3T+5
Q1 202449$751.8T—

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As of Q4 2025, 50 institutional investors hold TPHD (Timothy Plan High Dividend Stock ETF). The largest holder is WESTWOOD HOLDINGS GROUP INC with $33.1B in shares. This quarter, 12 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own TPHD?

As of Q4 2025, 50 institutional investors report holding TPHD (Timothy Plan High Dividend Stock ETF) in their 13F filings.

Who is the largest institutional holder of TPHD?

The largest institutional holder of TPHD is WESTWOOD HOLDINGS GROUP INC with $33.1B in shares.

Is institutional ownership of TPHD increasing or decreasing?

This quarter, 12 institutions opened new positions in TPHD and 6 closed their positions.