Titelia

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. So these figures do not say who holds it.

This issuer has other securities : Timothy Plan (US8874323590)Timothy Plan (US8874323269)Timothy Plan (US8874323426)Timothy Plan (US8874328888)Timothy Plan (US8874326312)Timothy Plan (US8874326155)

FundSharesValueWeight in fund
Timothy Plan Strategic Growth Fund TIMOTHY PLAN 146,9565.3M $15.58 %as of Mar 31, 2026
Timothy Plan Conservative Growth Fund TIMOTHY PLAN 89,6443.2M $9.31 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.

FundWeight 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q220236,600-5.5 %
2026Q120250,500-6.6 %
2025Q420268,100-14.0 %
2025Q320311,6000.0 %
2025Q220311,600-4.0 %
2025Q120324,600+4.6 %
2024Q420310,200-4.8 %
2024Q320325,8000.0 %
2024Q220325,800-4.1 %
2024Q120339,700-5.3 %
2023Q42358,900

Institutional managers

77 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
CREATIVE FINANCIAL DESIGNS INC /ADV778,75828.1M $as of Mar 31, 2026
O'Connor Financial Group LLC332,81112M $as of Mar 31, 2026
CWM, LLC203,4327.3M $as of Mar 31, 2026
Sound Financial Strategies Group, LLC177,2786.4M $as of Mar 31, 2026
BENJAMIN EDWARDS INC130,0284.7M $as of Mar 31, 2026
LVZ, Inc.129,8954.7M $as of Mar 31, 2026
LPL Financial LLC125,3764.5M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC118,7044.3M $as of Mar 31, 2026
XY Planning Network, Inc.117,7134.3M $as of Mar 31, 2026
JONES FINANCIAL COMPANIES LLLP115,1524M $as of Mar 31, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC111,9944M $as of Mar 31, 2026
Kestra Advisory Services, LLC102,3563.7M $as of Mar 31, 2026
Cambridge Investment Research Advisors, Inc.98,1843.5K $as of Mar 31, 2026
Focus Partners Advisor Solutions, LLC70,8752.6M $as of Mar 31, 2026
FAMILY WEALTH PARTNERS, LLC70,6142.5M $as of Mar 31, 2026
JANE STREET GROUP, LLC61,7602.2M $as of Mar 31, 2026
Sound Stewardship, LLC56,6842M $as of Mar 31, 2026
EverSource Wealth Advisors, LLC54,7202M $as of Mar 31, 2026
Cetera Investment Advisers44,7391.6M $as of Mar 31, 2026
Turning Point Benefit Group, Inc.44,4981.6M $as of Mar 31, 2026
WorthPointe, LLC41,5421.5M $as of Mar 31, 2026
Geneos Wealth Management Inc.40,8021.5M $as of Mar 31, 2026
Foundations Investment Advisors, LLC30,7641.1M $as of Mar 31, 2026
UBS Group AG29,0071M $as of Mar 31, 2026
HARBOUR INVESTMENTS, INC.23,061830K $as of Mar 31, 2026
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Titelia. "Funds holding Timothy Plan". https://titelia.com/en/stocks/timothy-plan-US8874323343