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Timothy Plan US Large/Mid Cap Core ETF

98 hedge funds and large institutions have $177M invested in Timothy Plan US Large/Mid Cap Core ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

96% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 23

3% more capital invested

Capital invested by funds: $172M → $177M (+$5.22M)

1.17% less ownership

Funds ownership: 54.15%52.98% (-1.2%)

5% less funds holding

Funds holding: 10398 (-5)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
9
Increased
45
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
26
BOS Asset Management
Illinois
$1.1M +$45K +947 +4%
OFS
27
OneAscent Financial Services
Alabama
$1.04M +$6.98K +147 +0.7%
TPBG
28
Turning Point Benefit Group
Maryland
$1.03M -$1.15M -24,287 -53%
UBS Group
29
UBS Group
Switzerland
$949K -$7.22K -152 -0.7%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$929K -$185K -3,901 -16%
KAS
31
Kestra Advisory Services
Texas
$887K -$51K -1,073 -5%
SS
32
Sound Stewardship
Kansas
$882K +$85.6K +1,802 +10%
CA
33
CoreCap Advisors
Michigan
$799K +$245K +5,168 +43%
FIA
34
Foundations Investment Advisors
Arizona
$753K +$131K +2,769 +21%
TWA
35
Tulsa Wealth Advisors
Oklahoma
$732K +$749K +15,770 New
Osaic Holdings
36
Osaic Holdings
Arizona
$711K -$136K -2,874 -16%
SIC
37
Sigma Investment Counselors
Michigan
$703K +$17K +359 +2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$678K +$48.7K +1,026 +8%
VFA
39
Values First Advisors
Tennessee
$625K +$50.1K +1,056 +9%
WA
40
Win Advisors
Florida
$585K -$196K -4,119 -25%
LI
41
LifeWealth Investments
Florida
$583K +$159K +3,340 +36%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$577K -$90.6K -1,907 -13%
FGWP
43
Founders Grove Wealth Partners
Virginia
$521K +$332 +7 +0.1%
FAM
44
Frontier Asset Management
Wyoming
$517K +$8.64K +182 +2%
BDF
45
Black Diamond Financial
Maryland
$510K +$151K +3,180 +41%
WIA
46
World Investment Advisors
California
$497K +$508K +10,703 New
IAA
47
Independent Advisor Alliance
North Carolina
$481K +$251K +5,287 +104%
SS
48
Sunbelt Securities
Texas
$478K -$48.4K -1,019 -9%
KCPG
49
Kavar Capital Partners Group
Kansas
$446K +$33.2K +700 +8%
Citadel Advisors
50
Citadel Advisors
Florida
$436K +$445K +9,379 New