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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
WHG
1
Westwood Holdings Group
Texas
$28.6M
CIA
2
Christian Investment Advisors
Texas
$25M +$149K +3,136 +0.6%
LPL Financial
3
LPL Financial
California
$16.2M +$682K +14,366 +4%
BFS
4
Bare Financial Services
Pennsylvania
$9.78M +$272K +5,734 +3%
GWM
5
Geneos Wealth Management
Colorado
$8.88M +$333K +7,009 +4%
FA
6
Faithward Advisors
Pennsylvania
$8.6M -$5.13K -108 -0.1%
CFD
7
Creative Financial Designs
Indiana
$7.79M +$5.29M +111,421 +198%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.16M -$193K -4,056 -4%
BEI
9
Benjamin Edwards Inc
Missouri
$4.04M +$2.44M +51,390 +145%
LI
10
LVZ Inc
Michigan
$4M +$49.1K +1,034 +1%
Ameriprise
11
Ameriprise
Minnesota
$3.96M +$620K +13,063 +19%
SFSG
12
Sound Financial Strategies Group
Mississippi
$3.57M +$699K +14,723 +24%
SFS
13
Sowell Financial Services
Arkansas
$3.4M +$436K +9,187 +14%
FHC
14
First Heartland Consultants
Missouri
$3.31M +$20.4K +429 +0.6%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.93M +$147K +3,087 +5%
UCFA
16
United Capital Financial Advisors
Texas
$2.54M +$288K +6,064 +12%
EWA
17
EverSource Wealth Advisors
Alabama
$2.35M -$449K -9,459 -16%
CFM
18
Cornerstone Financial Management
Massachusetts
$2.15M +$52.1K +1,097 +2%
Raymond James Financial
19
Raymond James Financial
Florida
$1.73M +$173K +3,642 +11%
OCFG
20
O'Connor Financial Group
Illinois
$1.71M -$67.7K -1,425 -4%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1.49M +$94.4K +1,987 +7%
VC
22
Vicus Capital
Pennsylvania
$1.3M +$113K +2,374 +9%
AF
23
Allworth Financial
California
$1.18M +$79.2K +1,667 +7%
FAC
24
Financial Advisory Corporation
Michigan
$1.15M +$37.5K +789 +3%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$1.14M +$305K +6,429 +35%