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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 %
AWS
26
Atria Wealth Solutions
New York
$960K 21,127 +695 +3%
WA
27
Win Advisors
Florida
$951K 21,177 -6,433 -23%
UBS Group
28
UBS Group
Switzerland
$917K 20,415 +3,010 +17%
VC
29
Vicus Capital
Pennsylvania
$899K 20,028 +1,460 +8%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$873K 19,444 +2,751 +16%
Goldman Sachs
31
Goldman Sachs
New York
$861K 19,186 +2,414 +14%
AF
32
Allworth Financial
California
$820K 18,259 +8,160 +81%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$757K 16,866 +918 +6%
AAS
34
Avantax Advisory Services
Texas
$743K 16,559 -77 -0.5%
OWM
35
OneAscent Wealth Management
Alabama
$702K 15,636 +9,049 +137%
SS
36
Sound Stewardship
Kansas
$678K 15,108 +179 +1%
SIC
37
Sigma Investment Counselors
Michigan
$655K 14,586 +152 +1%
CA
38
CoreCap Advisors
Michigan
$608K 13,541 -577 -4%
FAIM
39
Financial Advocates Investment Management
Washington
$582K 12,952 +183 +1%
Osaic Holdings
40
Osaic Holdings
Arizona
$547K 12,707 -2,244 -15%
AA
41
Advisory Alpha
Michigan
$525K 11,685 -259 -2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$480K 10,691 -1,263 -11%
FAM
43
Frontier Asset Management
Wyoming
$475K 10,584 -4,245 -29%
FGWP
44
Founders Grove Wealth Partners
Virginia
$472K 10,508 +3,049 +41%
AWA
45
Arete Wealth Advisors
Illinois
$465K 10,366 +10,366 New
SG
46
StoneX Group
New York
$432K 9,638 -10,438 -52%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$395K 8,824 +1,799 +26%
SB
48
Strategic Blueprint
Georgia
$387K 8,612 -4,658 -35%
BWM
49
BCGM Wealth Management
Indiana
$373K 8,300 – –
AI
50
Atria Investments
North Carolina
$372K 8,293 – –
1
2
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