Funds holding Timothy Plan
ISIN US8874323343 · United States · LEI 549300TW26XMX8DL8P98
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 8.5M $
2 tracked funds declare this security: these figures do not say who holds it.
Other securities from the same issuer : Timothy Plan (US8874323590), Timothy Plan (US8874323269), Timothy Plan (US8874323426), Timothy Plan (US8874328888), Timothy Plan (US8874326312), Timothy Plan (US8874326155)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Timothy Plan Strategic Growth Fund TIMOTHY PLAN | 146,956 | 5.3M $ | 15.58 % | as of Mar 31, 2026 ↗ |
| Timothy Plan Conservative Growth Fund TIMOTHY PLAN | 89,644 | 3.2M $ | 9.31 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures how much this security weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Timothy Plan Strategic Growth Fund TIMOTHY PLAN | 15.58 % | as of Mar 31, 2026 ↗ |
| Timothy Plan Conservative Growth Fund TIMOTHY PLAN | 9.31 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 2 | 0 | 236,600 | -5.5 % |
| 2026Q1 | 2 | 0 | 250,500 | -6.6 % |
| 2025Q4 | 2 | 0 | 268,100 | -14.0 % |
| 2025Q3 | 2 | 0 | 311,600 | 0.0 % |
| 2025Q2 | 2 | 0 | 311,600 | -4.0 % |
| 2025Q1 | 2 | 0 | 324,600 | +4.6 % |
| 2024Q4 | 2 | 0 | 310,200 | -4.8 % |
| 2024Q3 | 2 | 0 | 325,800 | 0.0 % |
| 2024Q2 | 2 | 0 | 325,800 | -4.1 % |
| 2024Q1 | 2 | 0 | 339,700 | -5.3 % |
| 2023Q4 | 2 | 358,900 |
Institutional managers
77 managers declare this security to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 778,758 | 28.1M $ | as of Mar 31, 2026 |
| O'Connor Financial Group LLC | 332,811 | 12M $ | as of Mar 31, 2026 |
| CWM, LLC | 203,432 | 7.3M $ | as of Mar 31, 2026 |
| Sound Financial Strategies Group, LLC | 177,278 | 6.4M $ | as of Mar 31, 2026 |
| BENJAMIN EDWARDS INC | 130,028 | 4.7M $ | as of Mar 31, 2026 |
| LVZ, Inc. | 129,895 | 4.7M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 125,376 | 4.5M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 118,704 | 4.3M $ | as of Mar 31, 2026 |
| XY Planning Network, Inc. | 117,713 | 4.3M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 115,152 | 4M $ | as of Mar 31, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 111,994 | 4M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 102,356 | 3.7M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 98,184 | 3.5K $ | as of Mar 31, 2026 |
| Focus Partners Advisor Solutions, LLC | 70,875 | 2.6M $ | as of Mar 31, 2026 |
| FAMILY WEALTH PARTNERS, LLC | 70,614 | 2.5M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 61,760 | 2.2M $ | as of Mar 31, 2026 |
| Sound Stewardship, LLC | 56,684 | 2M $ | as of Mar 31, 2026 |
| EverSource Wealth Advisors, LLC | 54,720 | 2M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 44,739 | 1.6M $ | as of Mar 31, 2026 |
| Turning Point Benefit Group, Inc. | 44,498 | 1.6M $ | as of Mar 31, 2026 |
| WorthPointe, LLC | 41,542 | 1.5M $ | as of Mar 31, 2026 |
| Geneos Wealth Management Inc. | 40,802 | 1.5M $ | as of Mar 31, 2026 |
| Foundations Investment Advisors, LLC | 30,764 | 1.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 29,007 | 1M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 23,061 | 830K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Timothy Plan". https://titelia.com/en/stocks/timothy-plan-US8874323343