Institutional Ownership
Timothy Plan
CUSIP 887432359US LRGMD CP CORETPLCQ1 2026
Institutional Holders
97
13F filers
Shares Held
3.81M
Aggregate institutional
Institutional Value
$171.58M
Q1 2026
Net New Holders
-6
9 new · 15 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased45
Decreased23
Sold out15
Institutional Holders
97 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Westwood Holdings Group Inc | 616.0K | $28.61M | 0 | Held |
| 2 | Christian Investment Advisors, Inc. | 530.5K | $25.01M | +3.1K | Added |
| 3 | Lpl Financial LLC | 348.4K | $16.18M | +14.4K | Added |
| 4 | Bare Financial Services, Inc | 210.7K | $9.78M | +5.7K | Added |
| 5 | Geneos Wealth Management Inc. | 191.3K | $8.88M | +7.0K | Added |
| 6 | Faithward Advisors, LLC | 185.2K | $8.60M | −108 | Reduced |
| 7 | Creative Financial Designs Inc /Adv | 167.8K | $7.79M | +111.4K | Added |
| 8 | Benjamin Edwards Inc | 86.9K | $4.04M | +51.4K | Added |
| 9 | Lvz, Inc. | 86.1K | $4.00M | +1.0K | Added |
| 10 | Ameriprise Financial Inc | 82.9K | $3.96M | +13.1K | Added |
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