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Timothy Plan US Large/Mid Cap Core ETF

90 hedge funds and large institutions have $137M invested in Timothy Plan US Large/Mid Cap Core ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding

Funds holding: 9090 (0)

4% less capital invested

Capital invested by funds: $143M → $137M (-$6.13M)

3.35% less ownership

Funds ownership: 46.93%43.57% (-3.4%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
90
Holders Change
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
35
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.24M +$28.5K +625 +2%
KAS
27
Kestra Advisory Services
Texas
$1.2M -$1.01M -22,190 -46%
VC
28
Vicus Capital
Pennsylvania
$1.15M +$220K +4,822 +24%
FAC
29
Financial Advisory Corporation
Michigan
$1.04M +$1.19K +26 +0.1%
AF
30
Allworth Financial
California
$978K +$131K +2,870 +16%
UBS Group
31
UBS Group
Switzerland
$946K +$822 +18 +0.1%
OWM
32
OneAscent Wealth Management
Alabama
$871K +$145K +3,185 +20%
Goldman Sachs
33
Goldman Sachs
New York
$776K -$110K -2,414 -13%
Osaic Holdings
34
Osaic Holdings
Arizona
$685K +$15K +328 +2%
SIC
35
Sigma Investment Counselors
Michigan
$679K +$3.42K +75 +0.5%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$674K +$176K +3,863 +36%
SS
37
Sound Stewardship
Kansas
$659K -$39.9K -874 -6%
CA
38
CoreCap Advisors
Michigan
$619K -$7.67K -168 -1%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$582K -$196K -4,302 -26%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$511K +$104K +2,279 +26%
FAM
41
Frontier Asset Management
Wyoming
$505K +$15.1K +331 +3%
FIA
42
Foundations Investment Advisors
Arizona
$499K +$189K +4,141 +62%
VFA
43
Values First Advisors
Tennessee
$478K +$119K +2,617 +34%
AWA
44
Arete Wealth Advisors
Illinois
$472K -$8.17K -179 -2%
FGWP
45
Founders Grove Wealth Partners
Virginia
$446K -$39.7K -869 -8%
PAW
46
Plan A Wealth
Nebraska
$437K -$626K -13,708 -59%
SB
47
Strategic Blueprint
Georgia
$398K -$502 -11 -0.1%
KCPG
48
Kavar Capital Partners Group
Kansas
$387K +$34.2K +750 +10%
BWM
49
BCGM Wealth Management
Indiana
$384K
AI
50
Atria Investments
North Carolina
$384K -$46 -1 -0%