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Timothy Plan US Large/Mid Cap Core ETF
TPLC

Overview Fund Activity

88 hedge funds and large institutions have $141M invested in Timothy Plan US Large/Mid Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
8
Increased
38
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
1
OneAscent Financial Services
Alabama
$3.32M
2
TPBG
2
Turning Point Benefit Group
Maryland
$1.54M
3
BFS
3
Bare Financial Services
Pennsylvania
$12M
4
UCFA
4
United Capital Financial Advisors
Texas
$1.24M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.4M

Top Sellers

1
HIF
1
Hill Island Financial
Michigan
$0
2
GWM
2
Geneos Wealth Management
Colorado
$8.21M
3
OCFG
3
O'Connor Financial Group
Illinois
$1.68M
4
CFD
4
Creative Financial Designs
Indiana
$1.82M
5
LWAM
5
Legacy Wealth Asset Management
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
1
Christian Investment Advisors
Texas
$27.8M 618,250 -29,654 -5%
LPL Financial
2
LPL Financial
California
$12.5M 278,887 +9,283 +3%
BFS
3
Bare Financial Services
Pennsylvania
$12M 266,615 +12,757 +5%
FA
4
Faithward Advisors
Pennsylvania
$8.54M 190,299 -1,717 -0.9%
GWM
5
Geneos Wealth Management
Colorado
$8.21M 182,930 -200,348 -52%
SOS
6
Silver Oak Securities
Tennessee
$6.8M 151,438 +9,063 +6%
Ameriprise
7
Ameriprise
Minnesota
$5.26M 117,261 +3,494 +3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.4M 97,893 +12,099 +14%
EWA
9
EverSource Wealth Advisors
Alabama
$3.67M 81,818 -3,344 -4%
OFS
10
OneAscent Financial Services
Alabama
$3.32M 74,003 +74,003 New
JWCA
11
J.W. Cole Advisors
Florida
$3.28M 73,002 -643 -0.9%
SFSG
12
Sound Financial Strategies Group
Mississippi
$2.83M 63,099 -3,853 -6%
LI
13
LVZ Inc
Michigan
$2.73M 60,708 -2,140 -3%
FHC
14
First Heartland Consultants
Missouri
$2.22M 49,441 +494 +1%
KAS
15
Kestra Advisory Services
Texas
$2.16M 48,206 -28,459 -37%
Raymond James Financial
16
Raymond James Financial
Florida
$2.04M 45,376 -366 -0.8%
CFD
17
Creative Financial Designs
Indiana
$1.82M 40,424 -81,470 -67%
4WM
18
49 Wealth Management
Texas
$1.7M 37,761 +2,399 +7%
OCFG
19
O'Connor Financial Group
Illinois
$1.68M 36,736 -143,064 -80%
TA
20
TrueWealth Advisors
Alabama
$1.61M 35,886 +432 +1%
TPBG
21
Turning Point Benefit Group
Maryland
$1.54M 34,267 +23,702 +224%
UCFA
22
United Capital Financial Advisors
Texas
$1.24M 27,687 +12,469 +82%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.18M 26,239 +4,829 +23%
FAC
24
Financial Advisory Corporation
Michigan
$1.01M 22,399 +1,731 +8%
AWS
25
Atria Wealth Solutions
New York
$960K 21,127 +695 +3%
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