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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
MML Investors Services
51
MML Investors Services
Massachusetts
$353K -$5.75K -126 -2%
KPWS
52
Kestra Private Wealth Services
Texas
$347K -$4.34K -95 -1%
HIS
53
Harvest Investment Services
Illinois
$325K -$3.01K -66 -0.9%
BCM
54
Brookstone Capital Management
Illinois
$324K +$274 +6 +0.1%
OAS
55
Optivise Advisory Services
Tennessee
$323K -$30.5K -668 -9%
VI
56
VanderPol Investments
Michigan
$300K +$297K +6,497 New
3AM
57
3EDGE Asset Management
Florida
$291K -$45.8K -1,003 -14%
AIP
58
Ameritas Investment Partners
Nebraska
$257K +$8.54K +187 +3%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$239K +$193K +4,229 +453%
SPC
60
Sigma Planning Corp
Michigan
$235K -$6.57K -144 -3%
HWA
61
HHM Wealth Advisors
Tennessee
$235K
LSIA
62
LaSalle St. Investment Advisors
Illinois
$233K -$18.3K -401 -7%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$211K -$8.77K -192 -4%
NB
64
Nicolet Bankshares
Wisconsin
$210K +$207K +4,544 New
IA
65
Inspire Advisors
Idaho
$208K -$58.7K -1,285 -22%
FFA
66
Farther Finance Advisors
California
$153K +$151K +3,304 New
LFG
67
Larson Financial Group
Missouri
$148K +$183 +4 +0.1%
MCA
68
Midwest Capital Advisors
Michigan
$130K +$228 +5 +0.2%
AF
69
Advisornet Financial
Minnesota
$116K -$6.85K -150 -6%
IA
70
IFP Advisors
Florida
$114K +$4.02K +88 +4%
BONH
71
Bank of New Hampshire
New Hampshire
$67.6K
NRG
72
Nemes Rush Group
Michigan
$53K
AssetMark Inc
73
AssetMark Inc
California
$44.6K +$44K +964 New
CFP
74
Comprehensive Financial Planning
Pennsylvania
$37.8K
TSMHT
75
Thurston Springer Miller Herd & Titak
Indiana
$27.8K