Institutional Ownership
Timothy Plan
CUSIP 887432326HIG DV STK ETFTPHDQ1 2026
Institutional Holders
92
13F filers
Shares Held
3.72M
Aggregate institutional
Institutional Value
$147.10M
Q1 2026
Net New Holders
+5
16 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased40
Decreased25
Sold out11
Institutional Holders
92 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Westwood Holdings Group Inc | 858.5K | $35.51M | 0 | Held |
| 2 | Lpl Financial LLC | 519.4K | $21.48M | +28.3K | Added |
| 3 | Christian Investment Advisors, Inc. | 427.8K | $17.36M | −730 | Reduced |
| 4 | Cwm, LLC | 106.5K | $4.40M | −50.5K | Reduced |
| 5 | Benjamin Edwards Inc | 102.3K | $4.23M | +58.9K | Added |
| 6 | Ameriprise Financial Inc | 101.3K | $4.19M | −17.4K | Reduced |
| 7 | Oneascent Financial Services LLC | 82.3K | $3.40M | +4.9K | Added |
| 8 | Raymond James Financial Inc | 71.3K | $2.95M | +7.7K | Added |
| 9 | Creative Financial Designs Inc /Adv | 71.1K | $2.94M | −36.6K | Reduced |
| 10 | Envestnet Asset Management Inc | 67.5K | $2.79M | +5.6K | Added |
82 more institutional holders on Premium
See every fund holding Timothy Plan, with full quarter-over-quarter share changes.
Unlock all holders