TPLC icon

Timothy Plan US Large/Mid Cap Core ETF
TPLC

Overview Fund Activity

52 hedge funds and large institutions have $667M invested in Timothy Plan US Large/Mid Cap Core ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
22
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$594M
2
AI
2
Atria Investments
North Carolina
$5.12M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.9M
4
CFD
4
Creative Financial Designs
Indiana
$774K
5
LPL Financial
5
LPL Financial
California
$1.07M

Top Sellers

1
FA
1
Faithward Advisors
Pennsylvania
$18.1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Jane Street
4
Jane Street
New York
$0
5
HIF
5
Hill Island Financial
Michigan
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
26
TrueWealth Advisors
Alabama
$336K +$336K +10,032 New
FAIM
27
Financial Advocates Investment Management
Washington
$334K +$13.9K +415 +4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$324K +$19.1K +570 +6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$293K – – –
BWM
30
BCGM Wealth Management
Indiana
$278K – – –
FHC
31
First Heartland Consultants
Missouri
$261K +$261K +7,799 New
SB
32
Strategic Blueprint
Georgia
$261K -$77K -2,298 -23%
KAS
33
Kestra Advisory Services
Texas
$260K -$46.6K -1,390 -15%
NB
34
Nicolet Bankshares
Wisconsin
$209K +$209K +6,246 New
HWA
35
HHM Wealth Advisors
Tennessee
$98.2K – – –
DI
36
Disciplined Investments
Oklahoma
$91.3K – – –
UBS Group
37
UBS Group
Switzerland
$79.2K +$78.3K +2,338 +8,992%
LFG
38
Larson Financial Group
Missouri
$55.9K +$12.7K +378 +29%
Morgan Stanley
39
Morgan Stanley
New York
$37.9K – – –
AIP
40
Ameritas Investment Partners
Nebraska
$25.1K +$1.07K +32 +4%
IGWM
41
ICA Group Wealth Management
Colorado
$14.9K +$14.9K +445 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$13.7K – – –
GWM
43
Geneos Wealth Management
Colorado
$13.6K – – –
EWA
44
EverSource Wealth Advisors
Alabama
$13.5K +$7.34K +219 +119%
ADL
45
Asset Dedication LLC
California
$12K – – –
HI
46
Harbour Investments
Wisconsin
$11.7K – – –
WAS
47
Winch Advisory Services
Wisconsin
$11K +$35 +1 +0.3%
MCC
48
Money Concepts Capital
Florida
$6.73K +$6.73K +201 New
CAS
49
Coppell Advisory Solutions
Texas
$3.52K +$3.52K +105 New
CASC
50
Coppell Advisory Solutions Corp
Texas
$3.52K +$3.52K +105 New
1
2
3