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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
HI
51
Harbour Investments
Wisconsin
$397K +$389K +8,195 +2,341%
BWM
52
BCGM Wealth Management
Indiana
$385K
AI
53
Atria Investments
North Carolina
$384K -$997 -21 -0.3%
SOS
54
Silver Oak Securities
Tennessee
$363K -$3.68M -77,512 -91%
MML Investors Services
55
MML Investors Services
Massachusetts
$355K -$6.98K -147 -2%
BCM
56
Brookstone Capital Management
Illinois
$352K
RIA
57
Regal Investment Advisors
Michigan
$350K +$10K +211 +3%
LSIA
58
LaSalle St. Investment Advisors
Illinois
$330K +$65.7K +1,384 +24%
KPWS
59
Kestra Private Wealth Services
Texas
$323K -$19.6K -412 -6%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$322K +$329K +6,934 New
4WM
61
49 Wealth Management
Texas
$318K -$1.57K -33 -0.5%
HIS
62
Harvest Investment Services
Illinois
$315K
OWM
63
OneAscent Wealth Management
Alabama
$315K -$12.3K -258 -4%
3AM
64
3EDGE Asset Management
Florida
$313K +$52.2K +1,099 +19%
SPC
65
Sigma Planning Corp
Michigan
$265K +$7.17K +151 +3%
AIP
66
Ameritas Investment Partners
Nebraska
$262K +$95 +2 +0%
SB
67
Strategic Blueprint
Georgia
$253K
AGA
68
Arkos Global Advisors
Texas
$220K +$4.46K +94 +2%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$212K
FFS
70
Forge Financial Services
Oklahoma
$207K -$1.09K -23 -0.5%
KA
71
Kovack Advisors
Florida
$202K +$206K +4,331 New
AssetMark Inc
72
AssetMark Inc
California
$202K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$146K -$92K -1,938 -38%
JP Morgan Chase
74
JP Morgan Chase
New York
$140K +$146K +3,064 New
IA
75
IFP Advisors
Florida
$139K +$4.46K +94 +3%