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Timothy Plan US Large/Mid Cap Core ETF
TPLC

Overview Fund Activity

58 hedge funds and large institutions have $81.9M invested in Timothy Plan US Large/Mid Cap Core ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
20
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3M
2
SEM
2
Strategic Equity Management
Arizona
$1.56M
3
OFS
3
OneAscent Financial Services
Alabama
$1.34M
4
SOS
4
Silver Oak Securities
Tennessee
$846K
5
FAM
5
Frontier Asset Management
Wyoming
$1.1M

Top Sellers

1
FA
1
Faithward Advisors
Pennsylvania
$8.29M
2
SG
2
StoneX Group
New York
$0
3
AI
3
Atria Investments
North Carolina
$4.61M
4
LI
4
LVZ Inc
Michigan
$2.42M
5
HIF
5
Hill Island Financial
Michigan
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$526K 15,279 -347 -2%
CA
27
Cetera Advisors
Colorado
$469K 13,609 – –
SB
28
Strategic Blueprint
Georgia
$443K 12,873 +5,091 +65%
BAM
29
Belpointe Asset Management
Nevada
$417K 12,094 +12,094 New
TA
30
TrueWealth Advisors
Alabama
$383K 11,106 +1,074 +11%
FAIM
31
Financial Advocates Investment Management
Washington
$369K 10,716 +753 +8%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$311K 9,033 -628 -7%
VC
33
Vicus Capital
Pennsylvania
$311K 9,024 +9,024 New
BWM
34
BCGM Wealth Management
Indiana
$286K 8,300 – –
SFC
35
Strategic Financial Concepts
Texas
$283K 8,218 +8,218 New
FHC
36
First Heartland Consultants
Missouri
$276K 8,024 +225 +3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$250K 7,238 -1,495 -17%
SF
38
Symphony Financial
Texas
$227K 6,664 +6,664 New
NB
39
Nicolet Bankshares
Wisconsin
$215K 6,246 – –
KAS
40
Kestra Advisory Services
Texas
$204K 5,928 -1,836 -24%
Creative Planning
41
Creative Planning
Kansas
$201K 5,847 +5,847 New
VWM
42
Venturi Wealth Management
Texas
$109K 3,174 +3,174 New
AWM
43
Avior Wealth Management
Nebraska
$109K 3,158 +3,158 New
HWA
44
HHM Wealth Advisors
Tennessee
$109K 3,154 +224 +8%
VFA
45
Values First Advisors
Tennessee
$106K 3,082 +3,082 New
DI
46
Disciplined Investments
Oklahoma
$93.8K 2,724 – –
LFG
47
Larson Financial Group
Missouri
$57.5K 1,671 +3 +0.2%
UBS Group
48
UBS Group
Switzerland
$42.1K 1,223 -1,141 -48%
Morgan Stanley
49
Morgan Stanley
New York
$39K 1,131 – –
GWM
50
Geneos Wealth Management
Colorado
$34.2K 992 +587 +145%
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