Timothy Plan High Dividend STPHEETF
13F holders, Q4 2024 (December 31)17holders +4
4new positions
2sold out
1famous investor
$24.81avg. 13F price*
At the end of Q4 2024, 17 institutions reported holding Timothy Plan High Dividend S (TPHE) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($2.8M), Cambridge Investment Research Advisors, Inc. ($1.9M) and Susquehanna International Group, LLP ($1.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $742K |
| Exits | 2 | $274K |
All 13F filers, Q3 2024 → Q4 2024: 57,697 shares bought and 47,172 shares sold, net +10,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| LPL Financial LLC | 0.00% | Reduce -1.0% | 112,290 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.9% | 76,373 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +119.1% | 49,765 | $1.2M |
| Citadel Advisors | 0.00% | New | 26,020 | $646K |
| Creative Financial Designs Inc. | 0.04% | Reduce -19.5% | 22,187 | $550K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -48.4% | 15,742 | $391K |
| Optivise Advisory Services LLC | 0.13% | Reduce -45.2% | 10,067 | $250K |
| Turning Point Benefit Group, Inc. | 0.20% | — | 8,363 | $209K |
| UBS Group AG | 0.00% | Reduce -49.5% | 5,098 | $126K |
| Winnacle Wealth LLC | 0.12% | — | 4,936 | $122K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -26.3% | 4,765 | $118K |
| Osaic Holdings, Inc. | 0.00% | New | 2,800 | $69K |
| AE Wealth Management LLC | 0.00% | New | 1,055 | $26K |
| Sound Financial Strategies Group, LLC | 0.02% | No change | 775 | $19K |
| IFP Advisors, Inc | 0.00% | Reduce -50.9% | 136 | $3K |
| Cwm, LLC | 0.00% | New | 57 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $34 |
"% 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.