Timothy Plan High Dividend STPHEETF
13F holders, Q3 2025 (September 30)16holders
4new positions
4sold out
1famous investor
$26.12avg. 13F price*
At the end of Q3 2025, 16 institutions reported holding Timothy Plan High Dividend S (TPHE) in their 13F filings, unchanged from Q2 2025. 4 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($1.9M), Cambridge Investment Research Advisors, Inc. ($1.8M) and Turning Point Benefit Group, Inc. ($528K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Timothy Plan High Dividend S
- CUSIP
- 887432276
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $565K |
| Exits | 4 | $591K |
All 13F filers, Q2 2025 → Q3 2025: 26,464 shares bought and 51,369 shares sold, net −24,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| LPL Financial LLC | 0.00% | Reduce -16.5% | 73,771 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.2% | 70,508 | $1.8M |
| Turning Point Benefit Group, Inc. | 0.32% | Add +11.9% | 20,268 | $528K |
| Citadel Advisors | 0.00% | New | 16,067 | $420K |
| Creative Financial Designs Inc. | 0.03% | Add +1.2% | 15,884 | $415K |
| First Heartland Consultants, Inc. | 0.03% | Add +6.0% | 15,611 | $408K |
| Optivise Advisory Services LLC | 0.16% | Reduce -3.5% | 10,168 | $266K |
| Winnacle Wealth LLC | 0.10% | New | 4,938 | $133K |
| Osaic Holdings, Inc. | 0.00% | Add +62.5% | 4,550 | $118K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.6% | 3,465 | $90K |
| UBS Group AG | 0.00% | Reduce -53.0% | 2,763 | $72K |
| Sound Financial Strategies Group, LLC | 0.01% | No change | 406 | $11K |
| Advisory Services Network, LLC | 0.00% | New | 230 | $6K |
| Wealth Watch Advisors, INC | 0.00% | New | 223 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -98.4% | 111 | $3K |
| Morgan Stanley | 0.00% | No change | 1 | $27 |
"% of holder's portfolio" is TPHE's weight in each manager's 13F, not the share of Timothy Plan High Dividend S the manager owns.