Funds holding Timothy Plan
ISIN US8874323590 · United States · LEI 549300TW26XMX8DL8P98
- Fund holders
- 0
This issuer has other securities: TIMOTHY PLAN (THE) (US8874323269), TIMOTHY PLAN (THE) (US8874322501), TIMOTHY PLAN (THE) (US8874323426), TIMOTHY PLAN (THE) (US8874322436), TIMOTHY PLAN (THE) (US8874322352), TIMOTHY PLAN (THE) (US8874326312), TIMOTHY PLAN (THE) (US8874323343), TIMOTHY PLAN (THE) (US8874326155)
No tracked fund declares this company in its latest report.
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 4 | 0 | 1,435,100 | -0.5 % |
| 2026Q1 | 4 | 0 | 1,442,600 | -1.9 % |
| 2025Q4 | 4 | 0 | 1,470,600 | +2.0 % |
| 2025Q3 | 4 | -1 | 1,442,000 | +334.1 % |
| 2025Q2 | 5 | +3 | 332,218 | +46.4 % |
| 2025Q1 | 2 | 0 | 227,000 | 0.0 % |
| 2024Q4 | 2 | 0 | 227,000 | 0.0 % |
| 2024Q3 | 2 | 0 | 227,000 | 0.0 % |
| 2024Q2 | 2 | 0 | 227,000 | -56.9 % |
| 2024Q1 | 2 | 0 | 527,000 | 0.0 % |
| 2023Q4 | 2 | 527,000 |
Institutional managers
97 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 616,000 | 28.6M $ | as of Mar 31, 2026 |
| Christian Investment Advisors, Inc. | 530,510 | 25M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 348,412 | 16.2M $ | as of Mar 31, 2026 |
| Bare Financial Services, Inc | 210,668 | 9.8M $ | as of Mar 31, 2026 |
| Geneos Wealth Management Inc. | 191,301 | 8.9M $ | as of Mar 31, 2026 |
| Faithward Advisors, LLC | 185,236 | 8.6M $ | as of Mar 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 167,762 | 7.8M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 111,043 | 5.2K $ | as of Mar 31, 2026 |
| BENJAMIN EDWARDS INC | 86,889 | 4M $ | as of Mar 31, 2026 |
| LVZ, Inc. | 86,077 | 4M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 82,896 | 4M $ | as of Mar 31, 2026 |
| Sound Financial Strategies Group, LLC | 76,927 | 3.6M $ | as of Mar 31, 2026 |
| Sowell Financial Services LLC | 73,233 | 3.4M $ | as of Mar 31, 2026 |
| First Heartland Consultants, Inc. | 71,246 | 3.3M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 62,988 | 2.9M $ | as of Mar 31, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 54,808 | 2.5M $ | as of Mar 31, 2026 |
| EverSource Wealth Advisors, LLC | 50,510 | 2.3M $ | as of Mar 31, 2026 |
| Cornerstone Financial Management LLC | 46,194 | 2.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 37,335 | 1.7M $ | as of Mar 31, 2026 |
| O'Connor Financial Group LLC | 36,827 | 1.7M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 32,146 | 1.5M $ | as of Mar 31, 2026 |
| VICUS CAPITAL | 28,058 | 1.3M $ | as of Mar 31, 2026 |
| Allworth Financial LP | 25,437 | 1.2M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 24,978 | 1.1M $ | as of Mar 31, 2026 |
| Financial Advisory Corp | 24,674 | 1.1M $ | as of Mar 31, 2026 |
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