Funds holding Timothy Plan
2 funds declare a position · 0 ETFs and 2 other funds · 8.5M $ · US8874323343
Other lines from the same issuer : Timothy Plan (US8874323590), Timothy Plan (US8874323269), Timothy Plan (US8874323426), Timothy Plan (US8874328888), Timothy Plan (US8874326312), Timothy Plan (US8874326155)
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Timothy Plan Strategic Growth Fund TIMOTHY PLAN | 146,956 | 5.3M $ | 15.58 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan Conservative Growth Fund TIMOTHY PLAN | 89,644 | 3.2M $ | 9.31 % | as of Mar 31, 2026 · Original filing |
Institutional managers
77 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 778,758 | 28.1M $ | as of Mar 31, 2026 |
| O'Connor Financial Group LLC | 332,811 | 12M $ | as of Mar 31, 2026 |
| CWM, LLC | 203,432 | 7.3M $ | as of Mar 31, 2026 |
| Sound Financial Strategies Group, LLC | 177,278 | 6.4M $ | as of Mar 31, 2026 |
| BENJAMIN EDWARDS INC | 130,028 | 4.7M $ | as of Mar 31, 2026 |
| LVZ, Inc. | 129,895 | 4.7M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 125,376 | 4.5M $ | as of Mar 31, 2026 |
| XY Planning Network, Inc. | 117,713 | 4.3M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 118,704 | 4.3M $ | as of Mar 31, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 111,994 | 4M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 115,152 | 4M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 102,356 | 3.7M $ | as of Mar 31, 2026 |
| Focus Partners Advisor Solutions, LLC | 70,875 | 2.6M $ | as of Mar 31, 2026 |
| FAMILY WEALTH PARTNERS, LLC | 70,614 | 2.5M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 61,760 | 2.2M $ | as of Mar 31, 2026 |
| Sound Stewardship, LLC | 56,684 | 2M $ | as of Mar 31, 2026 |
| EverSource Wealth Advisors, LLC | 54,720 | 2M $ | as of Mar 31, 2026 |
| Turning Point Benefit Group, Inc. | 44,498 | 1.6M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 44,739 | 1.6M $ | as of Mar 31, 2026 |
| WorthPointe, LLC | 41,542 | 1.5M $ | as of Mar 31, 2026 |
| Geneos Wealth Management Inc. | 40,802 | 1.5M $ | as of Mar 31, 2026 |
| Foundations Investment Advisors, LLC | 30,764 | 1.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 29,007 | 1M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 23,061 | 830K $ | as of Mar 31, 2026 |
| Christian Investment Advisors, Inc. | 22,708 | 827K $ | as of Mar 31, 2026 |