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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
CIA
1
Christian Investment Advisors
Texas
$23.1M -$5.47M -119,724 -19%
LPL Financial
2
LPL Financial
California
$13.8M +$830K +18,173 +7%
BFS
3
Bare Financial Services
Pennsylvania
$9.23M -$3.07M -67,196 -25%
FA
4
Faithward Advisors
Pennsylvania
$8.75M -$56.2K -1,230 -0.6%
GWM
5
Geneos Wealth Management
Colorado
$8.45M -$23.4K -513 -0.3%
Ameriprise
6
Ameriprise
Minnesota
$5.49M +$56.9K +1,247 +1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.14M -$388K -8,508 -9%
LI
8
LVZ Inc
Michigan
$3.9M +$1.08M +23,567 +39%
SOS
9
Silver Oak Securities
Tennessee
$3.67M -$3.3M -72,219 -48%
EWA
10
EverSource Wealth Advisors
Alabama
$3.39M -$395K -8,661 -11%
JWCA
11
J.W. Cole Advisors
Florida
$3.38M +$3.1K +68 +0.1%
SFS
12
Sowell Financial Services
Arkansas
$2.97M +$2.93M +64,200 New
SFSG
13
Sound Financial Strategies Group
Mississippi
$2.77M -$150K -3,290 -5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.31M +$1.39M +30,419 +156%
FHC
15
First Heartland Consultants
Missouri
$2.3M +$8.99K +197 +0.4%
Raymond James Financial
16
Raymond James Financial
Florida
$2.2M +$102K +2,224 +5%
CFD
17
Creative Financial Designs
Indiana
$2.14M +$261K +5,726 +14%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.98M +$696K +15,245 +56%
OCFG
19
O'Connor Financial Group
Illinois
$1.74M +$36.8K +805 +2%
TA
20
TrueWealth Advisors
Alabama
$1.71M +$49K +1,073 +3%
UCFA
21
United Capital Financial Advisors
Texas
$1.65M +$359K +7,860 +28%
WA
22
Win Advisors
Florida
$1.55M +$560K +12,261 +58%
TPBG
23
Turning Point Benefit Group
Maryland
$1.52M -$62.6K -1,372 -4%
4WM
24
49 Wealth Management
Texas
$1.48M -$265K -5,814 -15%
OFS
25
OneAscent Financial Services
Alabama
$1.48M -$1.92M -42,058 -57%