Funds holding Timothy Plan
ISIN US8874323590 · United States · LEI 549300TW26XMX8DL8P98
- Fund holders
- 4
- Of which ETFs
- 0 4 other funds
- Value held
- 66.6M $
Other securities from the same issuer : Timothy Plan (US8874323269), Timothy Plan (US8874323426), Timothy Plan (US8874328888), Timothy Plan (US8874326312), Timothy Plan (US8874323343), Timothy Plan (US8874326155)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Timothy Plan Large/Mid Cap Value Fund TIMOTHY PLAN | 616,000 | 28.6M $ | 9.11 % | as of Mar 31, 2026 ↗ |
| Timothy Plan Large/Mid Cap Growth Fund TIMOTHY PLAN | 573,000 | 26.6M $ | 10.03 % | as of Mar 31, 2026 ↗ |
| Timothy Plan Strategic Growth Fund TIMOTHY PLAN | 132,600 | 6.2M $ | 18.11 % | as of Mar 31, 2026 ↗ |
| Timothy Plan Conservative Growth Fund TIMOTHY PLAN | 113,500 | 5.3M $ | 15.19 % | 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 | 18.11 % | as of Mar 31, 2026 ↗ |
| Timothy Plan Conservative Growth Fund TIMOTHY PLAN | 15.19 % | as of Mar 31, 2026 ↗ |
| Timothy Plan Large/Mid Cap Growth Fund TIMOTHY PLAN | 10.03 % | as of Mar 31, 2026 ↗ |
| Timothy Plan Large/Mid Cap Value Fund TIMOTHY PLAN | 9.11 % | 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 | 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 25 largest follow.
| 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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